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Summit Wealth Partners’s NextEra Energy NEE Stock Holding History

Summit Wealth Partners’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 		$455K Buy
5,188
+120
+2% +$10.9K 0.06% 186
2026
Q1 		$471K Buy
5,068
+2,487
+96% +$221K 0.07% 170
2025
Q4 		$207K Sell
2,581
-13,076
-84% -$1.08M 0.04% 199
2025
Q3 		$1.18M Sell
15,657
-80
-0.5% -$5.84K 0.21% 77
2025
Q2 		$1.09M Buy
15,737
+14
+0.1% +$972 0.21% 73
2025
Q1 		$1.11M Sell
15,723
-871
-5% -$61.5K 0.23% 74
2024
Q4 		$1.19M Buy
16,594
+897
+6% +$69.7K 0.24% 71
2024
Q3 		$1.33M Sell
15,697
-238
-1% -$18.6K 0.26% 71
2024
Q2 		$1.13M Buy
15,935
+12
+0.1% +$851 0.23% 78
2024
Q1 		$1.02M Sell
15,923
-441
-3% -$25.8K 0.22% 79
2023
Q4 		$994K Sell
16,364
-557
-3% -$31.7K 0.23% 69
2023
Q3 		$969K Sell
16,921
-1,406
-8% -$97.3K 0.25% 63
2023
Q2 		$1.36M Sell
18,327
-434
-2% -$32.9K 0.34% 51
2023
Q1 		$1.45M Buy
18,761
+18
+0.1% +$1.38K 0.37% 50
2022
Q4 		$1.57M Buy
18,743
+14
+0.1% +$1.13K 0.42% 46
2022
Q3 		$1.47M Buy
18,729
+891
+5% +$75.6K 0.41% 43
2022
Q2 		$1.38M Buy
17,838
+17
+0.1% +$1.29K 0.37% 45
2022
Q1 		$1.51M Buy
17,821
+406
+2% +$32.5K 0.34% 43
2021
Q4 		$1.63M Sell
17,415
-438
-2% -$37.9K 0.35% 45
2021
Q3 		$1.4M Sell
17,853
-17
-0.1% -$1.37K 0.33% 45
2021
Q2 		$1.31M Buy
17,870
+1,776
+11% +$133K 0.31% 48
2021
Q1 		$1.22M Sell
16,094
-248
-2% -$19.4K 0.31% 49
2020
Q4 		$1.26M Buy
16,342
+6
+0% +$449 0.34% 47
2020
Q3 		$1.13M Buy
16,336
+2,004
+14% +$138K 0.34% 52
2020
Q2 		$861K Buy
14,332
+4
+0% +$239 0.28% 61
2020
Q1 		$862K Buy
14,328
+4
+0% +$251 0.35% 46
2019
Q4 		$867K Buy
+14,324
New +$836K 0.3% 52

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 Partners's NEE Position: Q2 2026 in Review

Summit Wealth Partners increased its NextEra Energy (NEE) stake by 2.4% in Q2 2026, buying an estimated $10.9K and bringing the position to 5,188 shares worth $455K. The position accounts for 0.06% of the portfolio, ranked #186.

Summit Wealth Partners first reported a position in NEE in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.63M in Q4 2021. 3,048 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Summit Wealth Partners held 5,188 shares of NextEra Energy worth $455K as of Q2 2026.
  • Summit Wealth Partners bought 120 NextEra Energy shares in Q2 2026, an estimated $10.9K.
  • NextEra Energy made up 0.06% of Summit Wealth Partners's portfolio in Q2 2026, its #186 holding.
  • Summit Wealth Partners first reported a position in NextEra Energy in Q4 2019 and has held it in 27 quarters since.
  • Summit Wealth Partners's NextEra Energy position peaked at $1.63M in Q4 2021.
  • 3,048 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.