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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
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 – 394
2025
Q2 		$237K Buy
+3,411
New +$237K 0.06% 211

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 Wealth Group (Colorado)'s NEE Position: Q1 2026 in Review

Summit Wealth Group (Colorado) increased its NextEra Energy (NEE) stake by 59% in Q1 2026, buying an estimated $199K and bringing the position to 6,063 shares worth $563K. The position accounts for 0.06% of the portfolio, ranked #167.

Summit Wealth Group (Colorado) first reported a position in NEE in Q2 2025 and has held it in 3 quarters since. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Summit Wealth Group (Colorado) held 6,063 shares of NextEra Energy worth $563K as of Q1 2026.
  • Summit Wealth Group (Colorado) bought 2,238 NextEra Energy shares in Q1 2026, an estimated $199K.
  • NextEra Energy made up 0.06% of Summit Wealth Group (Colorado)'s portfolio in Q1 2026, its #167 holding.
  • Summit Wealth Group (Colorado) first reported a position in NextEra Energy in Q2 2025 and has held it in 3 quarters since.
  • 3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q1 2026, filed 23 Apr 2026.