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Summit Trail Advisors’s NextEra Energy NEE Stock Holding History

Summit Trail Advisors’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
2026
Q1 		$6.91M Buy
74,358
+28,109
+61% +$2.5M 0.1% 116
2025
Q4 		$3.71M Sell
46,249
-11,122
-19% -$921K 0.06% 178
2025
Q3 		$4.33M Buy
57,371
+11,911
+26% +$870K 0.06% 166
2025
Q2 		$3.16M Buy
45,460
+5,576
+14% +$387K 0.05% 174
2025
Q1 		$2.83M Buy
39,884
+7,477
+23% +$528K 0.09% 69
2024
Q4 		$2.32M Buy
32,407
+5,936
+22% +$461K 0.09% 79
2024
Q3 		$2.24M Buy
26,471
+2,207
+9% +$172K 0.06% 150
2024
Q2 		$1.72M Buy
24,264
+343
+1% +$24.3K 0.05% 159
2024
Q1 		$1.53M Buy
23,921
+6,161
+35% +$361K 0.04% 161
2023
Q4 		$1.08M Sell
17,760
-144
-0.8% -$8.21K 0.04% 165
2023
Q3 		$1.03M Buy
17,904
+3,963
+28% +$274K 0.04% 157
2023
Q2 		$1.03M Buy
13,941
+4,700
+51% +$356K 0.04% 165
2023
Q1 		$712K Buy
9,241
+2,592
+39% +$199K 0.03% 171
2022
Q4 		$556K Buy
6,649
+409
+7% +$33K 0.02% 172
2022
Q3 		$489K Buy
6,240
+1,463
+31% +$124K 0.03% 181
2022
Q2 		$370K Buy
4,777
+991
+26% +$75.4K 0.02% 233
2022
Q1 		$321K Sell
3,786
-237
-6% -$19K 0.03% 236
2021
Q4 		$376K Buy
4,023
+766
+24% +$66.2K 0.02% 196
2021
Q3 		$256K Buy
+3,257
New +$263K 0.02% 223
2020
Q4 		– Sell
-15,008
Closed -$288K – 240
2020
Q3 		$288K Buy
+15,008
New +$1.04M 0.06% 157
2020
Q2 		– Sell
-4,256
Closed -$256K – 179
2020
Q1 		$256K Buy
+4,256
New +$268K 0.07% 98
2018
Q4 		– Sell
-7,056
Closed -$296K – 188
2018
Q3 		$296K Buy
7,056
+2,936
+71% +$125K 0.07% 152
2018
Q2 		$172K Sell
4,120
-6,428
-61% -$260K 0.06% 152
2018
Q1 		$313K Buy
10,548
+2,844
+37% +$110K 0.05% 270
2017
Q4 		$292K Buy
+7,704
New +$297K 0.04% 326

Other funds holding NEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Summit Trail Advisors's NEE Position: Q1 2026 in Review

Summit Trail Advisors increased its NextEra Energy (NEE) stake by 61% in Q1 2026, buying an estimated $2.5M and bringing the position to 74,358 shares worth $6.91M. The position accounts for 0.1% of the portfolio, ranked #116.

Summit Trail Advisors first reported a position in NEE in Q4 2017 and has held it in 25 quarters since. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Summit Trail Advisors held 74,358 shares of NextEra Energy worth $6.91M as of Q1 2026.
  • Summit Trail Advisors bought 28,109 NextEra Energy shares in Q1 2026, an estimated $2.5M.
  • NextEra Energy made up 0.1% of Summit Trail Advisors's portfolio in Q1 2026, its #116 holding.
  • Summit Trail Advisors first reported a position in NextEra Energy in Q4 2017 and has held it in 25 quarters since.
  • 3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.