Nextera Energy shares owned by Summit Financial
Quarter-by-quarter ownership of Nextera Energy (NEE) shares owned by Summit Financial
from 13F filings
Historical chart of Summit Financial investment in Nextera Energy
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Quarterly reported holdings in Nextera Energy by Summit Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $670k | 11k | 63.91 |
| 2023-12-31 | $655k | 11k | 60.74 |
| 2023-09-30 | $634k | 11k | 57.29 |
| 2023-06-30 | $821k | 11k | 74.20 |
| 2023-03-31 | $853k | 11k | 77.08 |
| 2022-12-31 | $925k | 11k | 83.60 |
| 2022-09-30 | $868k | 11k | 78.45 |
| 2022-06-30 | $857k | 11k | 77.46 |
| 2022-03-31 | $937k | 11k | 84.69 |
| 2021-12-31 | $1.5M | 16k | 93.38 |
| 2021-09-30 | $884k | 11k | 78.48 |
| 2021-06-30 | $825k | 11k | 73.24 |
| 2021-03-31 | $852k | 11k | 75.64 |
| 2020-12-31 | $869k | 11k | 77.15 |
| 2020-09-30 | $782k | 2.8k | 277.70 |
| 2020-06-30 | $688k | 2.9k | 240.06 |
| 2020-03-31 | $690k | 2.9k | 240.75 |
| 2019-12-31 | $694k | 2.9k | 242.15 |
| 2019-09-30 | $668k | 2.9k | 233.08 |
| 2019-06-30 | $587k | 2.9k | 204.82 |
| 2019-03-31 | $554k | 2.9k | 193.30 |
| 2018-12-31 | $498k | 2.9k | 173.76 |
| 2018-09-30 | $480k | 2.9k | 167.48 |
| 2018-06-30 | $479k | 2.9k | 167.13 |
| 2018-03-31 | $468k | 2.9k | 163.29 |
| 2017-12-31 | $303k | 1.9k | 156.11 |
| 2017-09-30 | $303k | 2.1k | 146.38 |
| 2017-06-30 | $312k | 2.2k | 140.29 |