SummitTX Capital’s NextEra Energy NEE Stock Holding History

SummitTX Capital’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 Q4	–	Sell	-159,208	Closed	-$12M	–	886
2025 Q3	$12M	Buy	+159,208	New	+$11.6M	0.5%	40

Other funds holding NEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SummitTX Capital's NEE Position: Q4 2025 in Review

SummitTX Capital sold out of NextEra Energy (NEE) in Q4 2025, closing a stake of 159,208 shares — an estimated $12M sold.

SummitTX Capital first reported a position in NEE in Q3 2025 and held it in 1 quarter. The position peaked at $12M in Q3 2025. 2,961 funds tracked by Wall St. Rank hold NEE as of Q4 2025.

SummitTX Capital reported no remaining NextEra Energy position as of Q4 2025 after selling out during the quarter.
SummitTX Capital sold 159,208 NextEra Energy shares in Q4 2025, an estimated $12M.
SummitTX Capital first reported a position in NextEra Energy in Q3 2025 and held it in 1 quarter.
SummitTX Capital's NextEra Energy position peaked at $12M in Q3 2025.
2,961 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2025.

Based on SummitTX Capital's 13F filing for Q4 2025, filed 17 Feb 2026.