Nextera Energy shares owned by Summit Wealth Partners
Quarter-by-quarter ownership of Nextera Energy (NEE) shares owned by Summit Wealth Partners
from 13F filings
Historical chart of Summit Wealth Partners investment in Nextera Energy
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Quarterly reported holdings in Nextera Energy by Summit Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 16k | 75.49 |
| 2025-06-30 | $1.1M | 16k | 69.42 |
| 2025-03-31 | $1.1M | 16k | 70.89 |
| 2024-12-31 | $1.2M | 17k | 71.69 |
| 2024-09-30 | $1.3M | 16k | 84.53 |
| 2024-06-30 | $1.1M | 16k | 70.81 |
| 2024-03-31 | $1.0M | 16k | 63.91 |
| 2023-12-31 | $994k | 16k | 60.74 |
| 2023-09-30 | $969k | 17k | 57.29 |
| 2023-06-30 | $1.4M | 18k | 74.20 |
| 2023-03-31 | $1.4M | 19k | 77.08 |
| 2022-12-31 | $1.6M | 19k | 83.60 |
| 2022-09-30 | $1.5M | 19k | 78.41 |
| 2022-06-30 | $1.4M | 18k | 77.46 |
| 2022-03-31 | $1.5M | 18k | 84.71 |
| 2021-12-31 | $1.6M | 17k | 93.36 |
| 2021-09-30 | $1.4M | 18k | 78.52 |
| 2021-06-30 | $1.3M | 18k | 73.28 |
| 2021-03-31 | $1.2M | 16k | 75.61 |
| 2020-12-31 | $1.3M | 16k | 77.15 |
| 2020-09-30 | $1.1M | 4.1k | 277.59 |
| 2020-06-30 | $861k | 3.6k | 240.20 |
| 2020-03-31 | $862k | 3.6k | 240.64 |
| 2019-12-31 | $867k | 3.6k | 242.16 |