SUMMIT SECURITIES GROUP LLC
Broker-DealerPosition in NEE — Nextera Energy Inc
CIK 1531593
NEW YORK, NY
Position in NEE
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$38,204,788
+$38,080,144 QoQ
Shares Held
435,283
+32335.4% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
7.92%
of 13F equity value
Holder Rank
#276
of 2,988 holders
Holding Since
Dec 2020
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Derivatives in NEE
reported options exposure · as of Dec 31, 2023CallValue
$1,214,800
CallShares
20,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026SUMMIT SECURITIES GROUP LLC holds $40,445,507 across 23 Utilities - Regulated Electric names. NEE ranks #1 (94.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
435,283 | $38,204,788 | |
| 2 | EXC |
Exelon Corp
|
10,000 | $466,200 | |
| 3 | AEE |
Ameren Corp
|
2,747 | $310,520 | |
| 4 | CNP |
Centerpoint Energy Inc
|
6,412 | $282,384 | |
| 5 | EIX |
Edison International
|
2,986 | $222,307 | |
| 6 | DUK |
Duke Energy CORP
|
1,481 | $187,464 | |
| 7 | ED |
Consolidated Edison Inc
|
1,313 | $145,257 | |
| 8 | PCG |
PG&E Corp
|
8,592 | $144,517 |
All Filings in NEE
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $38,204,788 | 435,283 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $124,644 | 1,342 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $882,518 | 10,993 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $373,600 | 4,949 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $96,216 | 1,386 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $82,873 | 1,156 | Shares | Sole | 2025-02-12 | |
| 2023-12-31 | $1,214,800 | 20,000 | Call | Sole | 2024-02-14 | |
| 2023-06-30 | $196,333 | 2,646 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $300,457 | 3,898 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $711,018 | 8,505 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,721,099 | 21,950 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $1,077,236 | 13,907 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $779,670 | 9,204 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $560,160 | 6,000 | Put | Sole | 2022-01-18 | |
| 2021-12-31 | $1,951,784 | 20,906 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $7,459 | 95 | Put | Sole | 2021-10-20 | |
| 2021-09-30 | $5,417 | 69 | Call | Sole | 2021-10-20 | |
| 2021-09-30 | $745,940 | 9,500 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $301,693 | 4,117 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $400,733 | 5,300 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $432,040 | 5,600 | Shares | Sole | 2021-02-25 | |
| No filing history on record for this holder in this stock. | ||||||