Summit Asset Management, LLC

Position in NEE — Nextera Energy Inc

CIK 1509974 MEMPHIS, TN

Position in NEE

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$1,215,438

-$57,203 QoQ

Shares Held

13,848

+1.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.64%

of 13F equity value

Holder Rank

#1,490

of 2,993 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Summit Asset Management, LLC holds $3,287,073 across 6 Utilities - Regulated Electric names. NEE ranks #1 (37.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	13,848	$1,215,438
2	SO	Southern Co	7,100	$679,541
3	DUK	Duke Energy CORP	3,477	$440,118
4	ETR	Entergy Corp /De/	3,510	$403,158
5	WEC	Wec Energy Group, Inc.	2,835	$331,042
6	D	Dominion Energy, Inc	3,189	$217,776

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,215,438	13,848	+1.1%	Shares	Sole	2026-08-06
2026-03-31	$1,272,641	13,702	+0.0%	Shares	Sole	2026-05-08
2025-12-31	$1,099,595	13,697	+0.0%	Shares	Sole	2026-02-09
2025-09-30	$1,033,533	13,691	+5.3%	Shares	Sole	2025-11-06
2025-06-30	$902,460	13,000	-6.9%	Shares	Sole	2025-08-07
2025-03-31	$989,695	13,961	+0.0%	Shares	Sole	2025-05-06
2024-12-31	$1,000,433	13,955	+0.0%	Shares	Sole	2025-02-04
2024-09-30	$1,179,108	13,949	+0.0%	Shares	Sole	2024-11-06
2024-06-30	$987,374	13,944	+0.0%	Shares	Sole	2024-08-05
2024-03-31	$890,841	13,939	+3.8%	Shares	Sole	2024-05-06
2023-12-31	$815,859	13,432	+0.0%	Shares	Sole	2024-02-06
2023-09-30	$769,175	13,426	+4.7%	Shares	Sole	2023-11-06
2023-06-30	$951,318	12,821	+0.3%	Shares	Sole	2023-08-07
2023-03-31	$985,005	12,779	+0.0%	Shares	Sole	2023-05-12
2022-12-31	$1,067,906	12,774	+0.2%	Shares	Sole	2023-02-13
2022-09-30	$999,727	12,750	-5.3%	Shares	Sole	2022-11-07
2022-06-30	$1,042,998	13,465	+6.4%	Shares	Sole	2022-08-10
2022-03-31	$1,072,428	12,660	+0.0%	Shares	Sole	2022-05-09
2021-12-31	$1,181,564	12,656	-0.2%	Shares	Sole	2022-02-11
2021-09-30	$995,633	12,680	+0.0%	Shares	Sole	2021-11-08
2021-06-30	$928,970	12,677	+0.0%	Shares	Sole	2021-08-06
2021-03-31	$958,205	12,673	+8.5%	Shares	Sole	2021-05-07
2020-12-31	$901,112	11,680	+322.9%	Shares	Sole	2021-02-09
2020-09-30	$766,620	2,762	+1.2%	Shares	Sole	2020-11-06
2020-06-30	$655,183	2,728	+3.1%	Shares	Sole	2020-08-07
2020-03-31	$636,921	2,647	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.