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Summit X LLC’s NextEra Energy NEE Stock Holding History

Summit X LLC’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
2025
Q3 		– Sell
-4,579
Closed -$318K – 162
2025
Q2 		$318K Buy
4,579
+301
+7% +$20.9K 0.06% 185
2025
Q1 		$303K Buy
4,278
+5
+0.1% +$353 0.06% 168
2024
Q4 		$306K Buy
4,273
+19
+0.4% +$1.48K 0.07% 166
2024
Q3 		$301K Sell
4,254
-1,594
-27% -$124K 0.07% 159
2024
Q2 		$414K Buy
5,848
+2,156
+58% +$153K 0.09% 142
2024
Q1 		$236K Hold
3,692
– – 0.06% 179
2023
Q4 		$224K Sell
3,692
-37
-1% -$2.11K 0.06% 173
2023
Q3 		$214K Sell
3,729
-14,052
-79% -$973K 0.07% 164
2023
Q2 		$1.32M Buy
17,781
+875
+5% +$66.2K 0.32% 60
2023
Q1 		$1.3M Buy
16,906
+1,220
+8% +$93.8K 0.34% 56
2022
Q4 		$1.22M Sell
15,686
-1,022
-6% -$82.6K 0.35% 65
2022
Q3 		$1.31M Buy
16,708
+1,022
+7% +$86.7K 0.39% 59
2022
Q2 		$1.21M Sell
15,686
-75
-0.5% -$5.71K 0.35% 65
2022
Q1 		$1.33M Sell
15,761
-569
-3% -$45.6K 0.33% 67
2021
Q4 		$1.53M Buy
16,330
+280
+2% +$24.2K 0.36% 62
2021
Q3 		$1.27M Buy
16,050
+604
+4% +$48.7K 0.32% 71
2021
Q2 		$1.13M Buy
15,446
+34
+0.2% +$2.55K 0.29% 85
2021
Q1 		$1.17M Sell
15,412
-540
-3% -$42.1K 0.32% 74
2020
Q4 		$1.23M Buy
+15,952
New +$1.19M 0.36% 65
2020
Q2 		$1.02M Buy
16,932
+460
+3% +$27.5K 0.38% 72
2020
Q1 		$988K Sell
16,472
-256
-2% -$16.1K 0.46% 61
2019
Q4 		$1.01M Buy
16,728
+380
+2% +$22.2K 0.38% 66
2019
Q3 		$975K Buy
16,348
+1,220
+8% +$66K 0.39% 68
2019
Q2 		$764K Sell
15,128
-720
-5% -$35.4K 0.31% 85
2019
Q1 		$764K Buy
15,848
+480
+3% +$21.9K 0.33% 82
2018
Q4 		$670K Buy
15,368
+2,052
+15% +$89.7K 0.39% 71
2018
Q3 		$557K Buy
+13,316
New +$567K 0.27% 99

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Summit X LLC's NEE Position: Q3 2025 in Review

Summit X LLC sold out of NextEra Energy (NEE) in Q3 2025, closing a stake of 4,579 shares — an estimated $318K sold.

Summit X LLC first reported a position in NEE in Q3 2018 and held it in 27 quarters. The position peaked at $1.53M in Q4 2021. 2,753 funds tracked by Wall St. Rank hold NEE as of Q3 2025.

  • Summit X LLC reported no remaining NextEra Energy position as of Q3 2025 after selling out during the quarter.
  • Summit X LLC sold 4,579 NextEra Energy shares in Q3 2025, an estimated $318K.
  • Summit X LLC first reported a position in NextEra Energy in Q3 2018 and held it in 27 quarters.
  • Summit X LLC's NextEra Energy position peaked at $1.53M in Q4 2021.
  • 2,753 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2025.

Based on Summit X LLC's 13F filing for Q3 2025.