Summit Securities Group
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Summit Securities Group’s NextEra Energy NEE Stock Holding History

Summit Securities Group’s Portfolio NEE Stock Details NEE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-6,000
Closed -$560K – 1268
2021
Q4 		$560K Buy
6,000
+5,905
+6,216% +$510K 0.03% 342
2021
Q3 		$746K Buy
+95
New +$7.66K 0.06% 317
2019
Q1 		– Sell
-252
Closed -$1.1M – 305
2018
Q4 		$1.1M Buy
+252
New +$11K 0.09% 129

Other funds holding NEE

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Summit Securities Group's NEE Position: Q3 2026 in Review

Summit Securities Group increased its NextEra Energy (NEE) stake by 16% in Q3 2026, buying an estimated $5.91M and bringing the position to 505,200 shares worth $38.3M. The position accounts for 3.63% of the portfolio, ranked #7.

Summit Securities Group first reported a position in NEE in Q4 2013 and has held it in 28 quarters since. 2,591 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

  • Summit Securities Group held 505,200 shares of NextEra Energy worth $38.3M as of Q3 2026.
  • Summit Securities Group bought 69,917 NextEra Energy shares in Q3 2026, an estimated $5.91M.
  • NextEra Energy made up 3.63% of Summit Securities Group's portfolio in Q3 2026, its #7 holding.
  • Summit Securities Group first reported a position in NextEra Energy in Q4 2013 and has held it in 28 quarters since.
  • 2,591 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Summit Securities Group's 13F filing for Q3 2026, filed 5 Nov 2026.