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 |
|---|---|---|---|
| 2025-09-30 | $7.4M | 98k | 75.49 |
| 2025-06-30 | $6.6M | 96k | 69.42 |
| 2025-03-31 | $6.5M | 92k | 70.89 |
| 2024-12-31 | $6.0M | 84k | 71.69 |
| 2024-09-30 | $6.5M | 77k | 84.53 |
| 2024-06-30 | $4.9M | 69k | 70.81 |
| 2024-03-31 | $3.2M | 50k | 63.91 |
| 2023-12-31 | $2.9M | 49k | 60.74 |
| 2023-09-30 | $2.8M | 49k | 57.29 |
| 2023-06-30 | $3.7M | 49k | 74.20 |
| 2023-03-31 | $1.1M | 15k | 77.08 |
| 2022-12-31 | $1.3M | 15k | 83.60 |
| 2022-09-30 | $1.2M | 15k | 78.41 |
| 2022-06-30 | $1.0M | 13k | 77.46 |
| 2022-03-31 | $1.1M | 13k | 84.71 |
| 2021-12-31 | $1.0M | 11k | 93.36 |
| 2021-09-30 | $635k | 8.1k | 78.52 |
| 2021-06-30 | $389k | 5.3k | 73.28 |