PIA
NEE icon

Pinion Investment Advisors’s NextEra Energy NEE Stock Holding History

Pinion 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 		$1.5M Buy
16,175
+4,368
+37% +$388K 0.35% 47
2025
Q4 		$948K Buy
11,807
+5,381
+84% +$446K 0.23% 68
2025
Q3 		$542K Sell
6,426
-1,974
-24% -$144K 0.15% 102
2025
Q2 		$583K Sell
8,400
-120
-1% -$8.34K 0.2% 87
2025
Q1 		$604K Buy
8,520
+31
+0.4% +$2.19K 0.13% 86
2024
Q4 		$609K Sell
8,489
-113
-1% -$8.78K 0.24% 75
2024
Q3 		$727K Buy
8,602
+177
+2% +$13.8K 0.3% 65
2024
Q2 		$597K Sell
8,425
-95
-1% -$6.74K 0.3% 64
2024
Q1 		$545K Sell
8,520
-268
-3% -$15.7K 0.28% 69
2023
Q4 		$534K Buy
8,788
+877
+11% +$50K 0.32% 66
2023
Q3 		$453K Sell
7,911
-175
-2% -$12.1K 0.29% 82
2023
Q2 		$600K Buy
8,086
+649
+9% +$49.1K 0.41% 58
2023
Q1 		$573K Sell
7,437
-1,440
-16% -$111K 0.54% 53
2022
Q4 		$742K Sell
8,877
-1,904
-18% -$154K 0.7% 35
2022
Q3 		$845K Sell
10,781
-2,315
-18% -$196K 0.74% 31
2022
Q2 		$1.01M Buy
13,096
+393
+3% +$29.9K 0.85% 25
2022
Q1 		$1.08M Buy
12,703
+283
+2% +$22.7K 0.75% 32
2021
Q4 		$1.16M Buy
12,420
+475
+4% +$41.1K 0.78% 35
2021
Q3 		$938K Buy
11,945
+274
+2% +$22.1K 0.76% 32
2021
Q2 		$855K Buy
11,671
+273
+2% +$20.5K 0.69% 37
2021
Q1 		$862K Buy
11,398
+1,093
+11% +$85.3K 0.8% 28
2020
Q4 		$795K Sell
10,305
-1,647
-14% -$123K 0.84% 27
2020
Q3 		$718K Hold
11,952
– – 1.08% 25
2020
Q2 		$718K Buy
11,952
+920
+8% +$55.1K 1.08% 25
2020
Q1 		$664K Buy
11,032
+1,608
+17% +$101K 1.43% 16
2019
Q4 		$571K Buy
9,424
+100
+1% +$5.84K 1.06% 33
2019
Q3 		$543K Buy
9,324
+720
+8% +$39K 1.11% 22
2019
Q2 		$441K Sell
8,604
-4,564
-35% -$225K 0.94% 44
2019
Q1 		$636K Sell
13,168
-32
-0.2% -$1.46K 1.11% 24
2018
Q4 		$574K Buy
13,200
+2,080
+19% +$91K 1.21% 22
2018
Q3 		$466K Buy
11,120
+836
+8% +$35.6K 0.89% 42
2018
Q2 		$429K Buy
10,284
+1,568
+18% +$63.3K 0.83% 45
2018
Q1 		$356K Buy
+8,716
New +$336K 0.76% 59

Other funds holding NEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Pinion Investment Advisors's NEE Position: Q1 2026 in Review

Pinion Investment Advisors increased its NextEra Energy (NEE) stake by 37% in Q1 2026, buying an estimated $388K and bringing the position to 16,175 shares worth $1.5M. The position accounts for 0.35% of the portfolio, ranked #47.

Pinion Investment Advisors first reported a position in NEE in Q1 2018 and has held it in 33 quarters since. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Pinion Investment Advisors held 16,175 shares of NextEra Energy worth $1.5M as of Q1 2026.
  • Pinion Investment Advisors bought 4,368 NextEra Energy shares in Q1 2026, an estimated $388K.
  • NextEra Energy made up 0.35% of Pinion Investment Advisors's portfolio in Q1 2026, its #47 holding.
  • Pinion Investment Advisors first reported a position in NextEra Energy in Q1 2018 and has held it in 33 quarters since.
  • 3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Pinion Investment Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.