Position in NEE
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$455,350
-$15,365 QoQ
Shares Held
5,188
+2.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#2,140
of 3,000 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Summit Wealth Partners, LLC holds $760,664 across 2 Utilities - Regulated Electric names. NEE ranks #1 (59.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
5,188 | $455,350 | |
| 2 | SO |
Southern Co
|
3,190 | $305,314 |
All Filings in NEE
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $455,350 | 5,188 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $470,715 | 5,068 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $207,202 | 2,581 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,181,946 | 15,657 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,092,462 | 15,737 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,114,603 | 15,723 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,189,623 | 16,594 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,326,867 | 15,697 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $1,128,357 | 15,935 | Shares | Sole | 2024-09-11 | |
| 2024-03-31 | $1,017,638 | 15,923 | Shares | Sole | 2024-09-11 | |
| 2023-12-31 | $993,949 | 16,364 | Shares | Sole | 2024-09-11 | |
| 2023-09-30 | $969,404 | 16,921 | Shares | Sole | 2024-09-11 | |
| 2023-06-30 | $1,359,863 | 18,327 | Shares | Sole | 2024-09-11 | |
| 2023-03-31 | $1,446,097 | 18,761 | Shares | Sole | 2024-09-11 | |
| 2022-12-31 | $1,566,914 | 18,743 | Shares | Sole | 2024-09-11 | |
| 2022-09-30 | $1,468,540 | 18,729 | Shares | Sole | 2024-09-11 | |
| 2022-06-30 | $1,381,731 | 17,838 | Shares | Sole | 2024-09-11 | |
| 2022-03-31 | $1,509,616 | 17,821 | Shares | Sole | 2024-09-11 | |
| 2021-12-31 | $1,625,864 | 17,415 | Shares | Sole | 2024-09-10 | |
| 2021-09-30 | $1,401,817 | 17,853 | Shares | Sole | 2024-09-10 | |
| 2021-06-30 | $1,309,513 | 17,870 | Shares | Sole | 2024-09-10 | |
| 2021-03-31 | $1,216,867 | 16,094 | Shares | Sole | 2024-09-10 | |
| 2020-12-31 | $1,260,785 | 16,342 | Shares | Sole | 2024-09-10 | |
| 2020-09-30 | $1,133,555 | 4,084 | Shares | Sole | 2024-09-10 | |
| 2020-06-30 | $860,529 | 3,583 | Shares | Sole | 2024-09-10 | |
| 2020-03-31 | $861,900 | 3,582 | Shares | Sole | 2024-09-10 | |
| No filing history on record for this holder in this stock. | ||||||