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Pinnacle Advisory Group’s NextEra Energy NEE Stock Holding History

Pinnacle Advisory Group’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
2021
Q1 		$1.21M Buy
16,017
+11,633
+265% +$908K 0.06% 107
2020
Q4 		$338K Hold
4,384
– – 0.02% 151
2020
Q3 		$304K Hold
4,384
– – 0.02% 142
2020
Q2 		$263K Sell
4,384
-36
-0.8% -$2.15K 0.02% 151
2020
Q1 		$266K Buy
4,420
+36
+0.8% +$2.26K 0.03% 136
2019
Q4 		$265K Sell
4,384
-11,096
-72% -$648K 0.02% 147
2019
Q3 		$902K Buy
15,480
+32
+0.2% +$1.73K 0.06% 89
2019
Q2 		$791K Sell
15,448
-1,608
-9% -$79.1K 0.05% 99
2019
Q1 		$824K Buy
17,056
+800
+5% +$36.6K 0.06% 90
2018
Q4 		$706K Hold
16,256
– – 0.05% 92
2018
Q3 		$681K Buy
16,256
+2,892
+22% +$123K 0.05% 94
2018
Q2 		$558K Sell
13,364
-2,540
-16% -$103K 0.03% 99
2018
Q1 		$649K Sell
15,904
-52
-0.3% -$2K 0.04% 106
2017
Q4 		$623K Hold
15,956
– – 0.04% 117
2017
Q3 		$585K Sell
15,956
-16
-0.1% -$586 0.04% 109
2017
Q2 		$560K Hold
15,972
– – 0.04% 108
2017
Q1 		$513K Sell
15,972
-580
-4% -$18.2K 0.03% 113
2016
Q4 		$494K Sell
16,552
-40
-0.2% -$1.2K 0.03% 107
2016
Q3 		$510K Hold
16,592
– – 0.04% 68
2016
Q2 		$540K Hold
16,592
– – 0.04% 63
2016
Q1 		$490K Buy
16,592
+1,672
+11% +$46.9K 0.05% 60
2015
Q4 		$387K Buy
14,920
+2,400
+19% +$60.7K 0.03% 66
2015
Q3 		$305K Hold
12,520
– – 0.03% 75
2015
Q2 		$306K Hold
12,520
– – 0.03% 73
2015
Q1 		$325K Hold
12,520
– – 0.03% 104
2014
Q4 		$332K Sell
12,520
-540
-4% -$13.6K 0.03% 99
2014
Q3 		$306K Hold
13,060
– – 0.04% 89
2014
Q2 		$334K Buy
+13,060
New +$318K 0.04% 86

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Pinnacle Advisory Group's NEE Position: Q1 2021 in Review

Pinnacle Advisory Group increased its NextEra Energy (NEE) stake by 265% in Q1 2021, buying an estimated $908K and bringing the position to 16,017 shares worth $1.21M. The position accounts for 0.06% of the portfolio, ranked #107.

Pinnacle Advisory Group first reported a position in NEE in Q2 2014 and has held it in 28 quarters since. 2,149 funds tracked by Wall St. Rank hold NEE as of Q1 2021.

  • Pinnacle Advisory Group held 16,017 shares of NextEra Energy worth $1.21M as of Q1 2021.
  • Pinnacle Advisory Group bought 11,633 NextEra Energy shares in Q1 2021, an estimated $908K.
  • NextEra Energy made up 0.06% of Pinnacle Advisory Group's portfolio in Q1 2021, its #107 holding.
  • Pinnacle Advisory Group first reported a position in NextEra Energy in Q2 2014 and has held it in 28 quarters since.
  • 2,149 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2021.

Based on Pinnacle Advisory Group's 13F filing for Q1 2021, filed 12 May 2021.