Pin Oak Investment Advisors’s NextEra Energy NEE Stock Holding History

Pin Oak Investment Advisors’s Portfolio NEE Stock Details NEE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$25K	Buy	273 +100	+58%	+$8.89K	0.02%	279
2025 Q4	$15K	Buy	173 +60	+53%	+$4.97K	0.01%	341
2025 Q3	$8.53K	Hold	113	–	–	0.01%	382
2025 Q2	$8K	Hold	113	–	–	0.01%	346
2025 Q1	$8K	Hold	113	–	–	0.01%	339
2024 Q4	$10K	Hold	113	–	–	0.01%	341
2024 Q3	$9K	Buy	+113	New	+$8.82K	0.01%	350
2020 Q2	–	Sell	-360	Closed	-$22K	–	396
2020 Q1	$22K	Sell	360 -436	-55%	-$27.4K	0.02%	218
2019 Q4	$48K	Sell	796 -360	-31%	-$21K	0.04%	185
2019 Q3	$67K	Hold	1,156	–	–	0.05%	171
2019 Q2	$59K	Buy	1,156 +796	+221%	+$39.2K	0.05%	185
2019 Q1	$17K	Hold	360	–	–	0.01%	274
2018 Q4	$16K	Hold	360	–	–	0.01%	269
2018 Q3	$15K	Hold	360	–	–	0.01%	283
2018 Q2	$15K	Hold	360	–	–	0.01%	290
2018 Q1	$15K	Hold	360	–	–	0.01%	292
2017 Q4	$14K	Buy	+360	New	+$13.9K	0.01%	308

Other funds holding NEE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Pin Oak Investment Advisors's NEE Position: Q1 2026 in Review

Pin Oak Investment Advisors increased its NextEra Energy (NEE) stake by 58% in Q1 2026, buying an estimated $8.89K and bringing the position to 273 shares worth $25K. The position accounts for 0.02% of the portfolio, ranked #279.

Pin Oak Investment Advisors first reported a position in NEE in Q4 2017 and has held it in 17 quarters since. The position peaked at $67K in Q3 2019. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Pin Oak Investment Advisors held 273 shares of NextEra Energy worth $25K as of Q1 2026.
Pin Oak Investment Advisors bought 100 NextEra Energy shares in Q1 2026, an estimated $8.89K.
NextEra Energy made up 0.02% of Pin Oak Investment Advisors's portfolio in Q1 2026, its #279 holding.
Pin Oak Investment Advisors first reported a position in NextEra Energy in Q4 2017 and has held it in 17 quarters since.
Pin Oak Investment Advisors's NextEra Energy position peaked at $67K in Q3 2019.
3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Pin Oak Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.