Summitry LLC’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $25.5M | Buy |
290,030
+13
| +0% | +$1.18K | 0.84% | 47 |
|
|
2026
Q1 | $26.9M | Buy |
290,017
+284,163
| +4,854% | +$25.3M | 0.95% | 36 |
|
|
2025
Q4 | $470K | Sell |
5,854
-168
| -3% | -$13.9K | 0.02% | 127 |
|
|
2025
Q3 | $455K | Buy |
6,022
+983
| +20% | +$71.8K | 0.02% | 117 |
|
|
2025
Q2 | $350K | Buy |
5,039
+192
| +4% | +$13.3K | 0.02% | 119 |
|
|
2025
Q1 | $344K | Sell |
4,847
-73
| -1% | -$5.15K | 0.02% | 107 |
|
|
2024
Q4 | $353K | Buy |
4,920
+221
| +5% | +$17.2K | 0.02% | 99 |
|
|
2024
Q3 | $397K | Sell |
4,699
-187
| -4% | -$14.6K | 0.02% | 90 |
|
|
2024
Q2 | $346K | Sell |
4,886
-160
| -3% | -$11.4K | 0.02% | 84 |
|
|
2024
Q1 | $322K | Sell |
5,046
-130
| -3% | -$7.62K | 0.02% | 84 |
|
|
2023
Q4 | $314K | Buy |
5,176
+492
| +11% | +$28K | 0.02% | 81 |
|
|
2023
Q3 | $268K | Sell |
4,684
-111
| -2% | -$7.68K | 0.02% | 80 |
|
|
2023
Q2 | $356K | Hold |
4,795
| – | – | 0.02% | 75 |
|
|
2023
Q1 | $370K | Sell |
4,795
-198
| -4% | -$15.2K | 0.02% | 71 |
|
|
2022
Q4 | $417K | Buy |
4,993
+981
| +24% | +$79.2K | 0.03% | 72 |
|
|
2022
Q3 | $315K | Buy |
4,012
+12
| +0.3% | +$1.02K | 0.02% | 76 |
|
|
2022
Q2 | $310K | Sell |
4,000
-92
| -2% | -$7K | 0.02% | 68 |
|
|
2022
Q1 | $347K | Buy |
4,092
+92
| +2% | +$7.37K | 0.02% | 73 |
|
|
2021
Q4 | $373K | Buy |
+4,000
| New | +$346K | 0.02% | 72 |
|
|
2021
Q2 | – | Sell |
-4,000
| Closed | -$302K | – | 79 |
|
|
2021
Q1 | $302K | Hold |
4,000
| – | – | 0.02% | 76 |
|
|
2020
Q4 | $309K | Sell |
4,000
-304
| -7% | -$22.7K | 0.02% | 75 |
|
|
2020
Q3 | $299K | Hold |
4,304
| – | – | 0.02% | 75 |
|
|
2020
Q2 | $258K | Buy |
4,304
+304
| +8% | +$18.2K | 0.02% | 76 |
|
|
2020
Q1 | $241K | Hold |
4,000
| – | – | 0.02% | 78 |
|
|
2019
Q4 | $242K | Hold |
4,000
| – | – | 0.02% | 73 |
|
|
2019
Q3 | $233K | Hold |
4,000
| – | – | 0.02% | 80 |
|
|
2019
Q2 | $205K | Buy |
+4,000
| New | +$197K | 0.02% | 84 |
|
|
2014
Q2 | – | Sell |
-8,800
| Closed | -$210K | – | 70 |
|
|
2014
Q1 | $210K | Sell |
8,800
-1,600
| -15% | -$36.3K | 0.03% | 68 |
|
|
2013
Q4 | $223K | Hold |
10,400
| – | – | 0.03% | 72 |
|
|
2013
Q3 | $208K | Hold |
10,400
| – | – | 0.03% | 67 |
|
|
2013
Q2 | $212K | Buy |
+10,400
| New | +$206K | 0.03% | 65 |
|
Other funds holding NEE
Summitry LLC's NEE Position: Q2 2026 in Review
Summitry LLC increased its NextEra Energy (NEE) stake by 0% in Q2 2026, buying an estimated $1.18K and bringing the position to 290,030 shares worth $25.5M. The position accounts for 0.84% of the portfolio, ranked #47.
Summitry LLC first reported a position in NEE in Q2 2013 and has held it in 31 quarters since. The position peaked at $26.9M in Q1 2026. 3,035 funds tracked by Wall St. Rank hold NEE as of Q2 2026.
- Summitry LLC held 290,030 shares of NextEra Energy worth $25.5M as of Q2 2026.
- Summitry LLC bought 13 NextEra Energy shares in Q2 2026, an estimated $1.18K.
- NextEra Energy made up 0.84% of Summitry LLC's portfolio in Q2 2026, its #47 holding.
- Summitry LLC first reported a position in NextEra Energy in Q2 2013 and has held it in 31 quarters since.
- Summitry LLC's NextEra Energy position peaked at $26.9M in Q1 2026.
- 3,035 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.
Based on Summitry LLC's 13F filing for Q2 2026, filed 21 Jul 2026.