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Disclosery

Summit Financial, LLC: NEE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Summit Financial, LLC on NEE, newest first. How the timeline and the estimate are built.

Summit Financial, LLC held 71,299 NEE shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 71,299 shares
    Change vs previous 13F +2,154 shares

    0.07% of the 13F portfolio, value $6,257,897.

    13F-HR 0001172661-26-003336 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 69,145 shares
    Change vs previous 13F +4,728 shares

    0.08% of the 13F portfolio, value $6,422,232.

    13F-HR 0001172661-26-002343 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 64,417 shares
    Change vs previous 13F -33,218 shares

    0.08% of the 13F portfolio, value $5,171,364.

    13F-HR 0001172661-26-000703 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 97,635 shares
    Change vs previous 13F +2,165 shares

    0.11% of the 13F portfolio, value $7,370,479.

    13F-HR 0001172661-25-004930 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 95,470 shares
    Change vs previous 13F +3,582 shares

    0.15% of the 13F portfolio, value $6,627,534.

    13F-HR 0001765536-25-000007 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 91,888 shares
    Change vs previous 13F +8,358 shares

    0.18% of the 13F portfolio, value $6,513,935.

    13F-HR 0001765536-25-000004 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 83,530 shares
    Change vs previous 13F +7,076 shares

    0.21% of the 13F portfolio, value $5,988,301.

    13F-HR 0001765536-25-000001 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 76,454 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $6,462,647.

    13F-HR 0001765536-24-000003 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).