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Summit Wealth Group’s NextEra Energy NEE Stock Holding History

Summit Wealth 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
2023
Q2 		– Sell
-93,703
Closed -$1K – 195
2023
Q1 		$1K Buy
+93,703
New +$7.21M 0.02% 129
2021
Q3 		– Sell
-795
Closed -$58K – 161
2021
Q2 		$58K Hold
795
– – 0.09% 50
2021
Q1 		$60K Buy
+795
New +$62K 0.1% 42

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Summit Wealth Group's NEE Position: Q2 2023 in Review

Summit Wealth Group sold out of NextEra Energy (NEE) in Q2 2023, closing a stake of 93,703 shares — an estimated $1K sold.

Summit Wealth Group first reported a position in NEE in Q1 2021 and held it in 3 quarters. The position peaked at $60K in Q1 2021. 2,413 funds tracked by Wall St. Rank hold NEE as of Q2 2023.

  • Summit Wealth Group reported no remaining NextEra Energy position as of Q2 2023 after selling out during the quarter.
  • Summit Wealth Group sold 93,703 NextEra Energy shares in Q2 2023, an estimated $1K.
  • Summit Wealth Group first reported a position in NextEra Energy in Q1 2021 and held it in 3 quarters.
  • Summit Wealth Group's NextEra Energy position peaked at $60K in Q1 2021.
  • 2,413 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2023.

Based on Summit Wealth Group's 13F filing for Q2 2023, filed 26 Jul 2023.