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Summit Financial Group Inc

SEC CIK
0000811808
Latest filing
Apr 5, 2024

NEE holding history

Nextera Energy Inc in every 13F filed by Summit Financial Group Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

NEE overviewAll 13F holders of NEEFull Q1 2024 holdings

Shares (Q1 2024)
10,480
Value
$669.8K
% of portfolio
0.2%
Quarters held
13
Since Q1 2021
Holdings of NEE by Summit Financial Group Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 202410,480$669.8K0.2%−300−2.8%ReducedHolders
Q4 202310,780$654.8K0.3%−284−2.6%ReducedHolders
Q3 202311,064$633.9K0.3%00.0%UnchangedHolders
Q2 202311,064$820.9K0.3%00.0%UnchangedHolders
Q1 202311,064$852.8K0.3%00.0%UnchangedHolders
Q4 202211,064$925.0K0.4%00.0%UnchangedHolders
Q3 202211,064$868.0K0.4%00.0%UnchangedHolders
Q2 202211,064$857.0K0.3%00.0%UnchangedHolders
Q1 202211,064$937.0K0.3%−5,000−31.1%ReducedHolders
Q4 202116,064$1.50M0.5%+4,800+42.6%AddedHolders
Q3 202111,264$884.0K0.3%00.0%UnchangedHolders
Q2 202111,264$825.0K0.3%00.0%UnchangedHolders
Q1 202111,264$852.0K0.4%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.