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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
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 $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 Partners's NEE Position: Q1 2026 in Review

Summit Wealth Partners increased its NextEra Energy (NEE) stake by 96% in Q1 2026, buying an estimated $221K and bringing the position to 5,068 shares worth $471K. The position accounts for 0.07% of the portfolio, ranked #170.

Summit Wealth Partners first reported a position in NEE in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.63M in Q4 2021. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Summit Wealth Partners held 5,068 shares of NextEra Energy worth $471K as of Q1 2026.
  • Summit Wealth Partners bought 2,487 NextEra Energy shares in Q1 2026, an estimated $221K.
  • NextEra Energy made up 0.07% of Summit Wealth Partners's portfolio in Q1 2026, its #170 holding.
  • Summit Wealth Partners first reported a position in NextEra Energy in Q4 2019 and has held it in 26 quarters since.
  • Summit Wealth Partners's NextEra Energy position peaked at $1.63M in Q4 2021.
  • 3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Summit Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.