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Livermore
Livermore
ZHEN

Summitry LLC

SEC CIK
0001280043
Latest filing
Jul 21, 2026

NEE holding history

Nextera Energy Inc in every 13F filed by Summitry LLC, 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 Q2 2026 holdings

Shares (Q2 2026)
290,030
Value
$25.5M
% of portfolio
0.8%
Quarters held
20
Since Q1 2021
Holdings of NEE by Summitry LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026290,030$25.5M0.8%+130.0%AddedHolders
Q1 2026290,017$26.9M1.0%+284,163+4,854.2%AddedHolders
Q4 20255,854$470.0K<0.1%−168−2.8%ReducedHolders
Q3 20256,022$454.6K<0.1%+983+19.5%AddedHolders
Q2 20255,039$349.8K<0.1%+192+4.0%AddedHolders
Q1 20254,847$343.6K<0.1%−73−1.5%ReducedHolders
Q4 20244,920$352.7K<0.1%+221+4.7%AddedHolders
Q3 20244,699$397.2K<0.1%−187−3.8%ReducedHolders
Q2 20244,886$346.0K<0.1%−160−3.2%ReducedHolders
Q1 20245,046$322.5K<0.1%−130−2.5%ReducedHolders
Q4 20235,176$314.4K<0.1%+492+10.5%AddedHolders
Q3 20234,684$268.3K<0.1%−111−2.3%ReducedHolders
Q2 20234,795$355.8K<0.1%00.0%UnchangedHolders
Q1 20234,795$369.6K<0.1%−198−4.0%ReducedHolders
Q4 20224,993$417.4K<0.1%+981+24.5%AddedHolders
Q3 20224,012$315.0K<0.1%+12+0.3%AddedHolders
Q2 20224,000$310.0K<0.1%−92−2.2%ReducedHolders
Q1 20224,092$347.0K<0.1%+92+2.3%AddedHolders
Q4 20214,000$373.0K<0.1%+4,000NewHolders
Q2 20210$00.0%−4,000−100.0%Sold outHolders
Q1 20214,000$302.0K<0.1%––Holders

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