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Livermore
Livermore
ZHEN

Summit Asset Management, LLC

SEC CIK
0001509974
Latest filing
Aug 6, 2026

NEE holding history

Nextera Energy Inc in every 13F filed by Summit Asset Management, 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)
13,848
Value
$1.22M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of NEE by Summit Asset Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202613,848$1.22M0.2%+146+1.1%AddedHolders
Q1 202613,702$1.27M0.2%+50.0%AddedHolders
Q4 202513,697$1.10M0.2%+60.0%AddedHolders
Q3 202513,691$1.03M0.2%+691+5.3%AddedHolders
Q2 202513,000$902.4K0.1%−961−6.9%ReducedHolders
Q1 202513,961$989.7K0.2%+60.0%AddedHolders
Q4 202413,955$1.00M0.2%+60.0%AddedHolders
Q3 202413,949$1.18M0.2%+50.0%AddedHolders
Q2 202413,944$987.4K0.2%+50.0%AddedHolders
Q1 202413,939$890.8K0.2%+507+3.8%AddedHolders
Q4 202313,432$815.9K0.2%+60.0%AddedHolders
Q3 202313,426$769.2K0.2%+605+4.7%AddedHolders
Q2 202312,821$951.3K0.3%+42+0.3%AddedHolders
Q1 202312,779$985.0K0.3%+50.0%AddedHolders
Q4 202212,774$1.07M0.3%+24+0.2%AddedHolders
Q3 202212,750$1.00M0.3%−715−5.3%ReducedHolders
Q2 202213,465$1.04M0.3%+805+6.4%AddedHolders
Q1 202212,660$1.07M0.3%+40.0%AddedHolders
Q4 202112,656$1.18M0.3%−24−0.2%ReducedHolders
Q3 202112,680$996.0K0.3%+30.0%AddedHolders
Q2 202112,677$929.0K0.3%+40.0%AddedHolders
Q1 202112,673$958.0K0.3%––Holders

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