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Summit Wealth Group (Colorado)’s NextEra Energy NEE Stock Holding History

Summit Wealth Group (Colorado)’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
Q2 		$558K Buy
6,359
+296
+5% +$26.8K 0.05% 204
2026
Q1 		$563K Buy
6,063
+2,238
+59% +$199K 0.06% 167
2025
Q4 		$307K Buy
+3,825
New +$317K 0.04% 210
2025
Q3 		– Sell
-3,411
Closed -$237K – 585
2025
Q2 		$237K Buy
+3,411
New +$237K 0.06% 211

Other funds holding NEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Summit Wealth Group (Colorado)'s NEE Position: Q2 2026 in Review

Summit Wealth Group (Colorado) increased its NextEra Energy (NEE) stake by 4.9% in Q2 2026, buying an estimated $26.8K and bringing the position to 6,359 shares worth $558K. The position accounts for 0.05% of the portfolio, ranked #204.

Summit Wealth Group (Colorado) first reported a position in NEE in Q2 2025 and has held it in 4 quarters since. The position peaked at $563K in Q1 2026. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Summit Wealth Group (Colorado) held 6,359 shares of NextEra Energy worth $558K as of Q2 2026.
  • Summit Wealth Group (Colorado) bought 296 NextEra Energy shares in Q2 2026, an estimated $26.8K.
  • NextEra Energy made up 0.05% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #204 holding.
  • Summit Wealth Group (Colorado) first reported a position in NextEra Energy in Q2 2025 and has held it in 4 quarters since.
  • Summit Wealth Group (Colorado)'s NextEra Energy position peaked at $563K in Q1 2026.
  • 3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.