Pinnacle Associates’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $23.4M | Buy |
266,440
+87
| +0% | +$7.87K | 0.26% | 97 |
|
|
2026
Q1 | $24.7M | Buy |
266,353
+959
| +0.4% | +$85.3K | 0.32% | 77 |
|
|
2025
Q4 | $21.3M | Sell |
265,394
-4,535
| -2% | -$376K | 0.27% | 87 |
|
|
2025
Q3 | $20.4M | Sell |
269,929
-266
| -0.1% | -$19.4K | 0.27% | 93 |
|
|
2025
Q2 | $18.8M | Sell |
270,195
-3,701
| -1% | -$257K | 0.27% | 90 |
|
|
2025
Q1 | $19.4M | Sell |
273,896
-3,940
| -1% | -$278K | 0.28% | 82 |
|
|
2024
Q4 | $19.9M | Buy |
277,836
+36,917
| +15% | +$2.87M | 0.27% | 85 |
|
|
2024
Q3 | $14.6M | Sell |
240,919
-21,228
| -8% | -$1.66M | 0.25% | 112 |
|
|
2024
Q2 | $18.6M | Buy |
262,147
+27,579
| +12% | +$1.96M | 0.29% | 92 |
|
|
2024
Q1 | $15M | Sell |
234,568
-6,351
| -3% | -$372K | 0.24% | 109 |
|
|
2023
Q4 | $14.6M | Buy |
240,919
+24,591
| +11% | +$1.4M | 0.25% | 113 |
|
|
2023
Q3 | $12.4M | Buy |
216,328
+3,207
| +2% | +$222K | 0.23% | 117 |
|
|
2023
Q2 | $15.8M | Sell |
213,121
-3,611
| -2% | -$273K | 0.27% | 104 |
|
|
2023
Q1 | $16.7M | Sell |
216,732
-2,835
| -1% | -$218K | 0.34% | 86 |
|
|
2022
Q4 | $18.4M | Buy |
219,567
+1,905
| +0.9% | +$154K | 0.4% | 70 |
|
|
2022
Q3 | $17.1M | Sell |
217,662
-2,294
| -1% | -$195K | 0.39% | 71 |
|
|
2022
Q2 | $17M | Sell |
219,956
-2,769
| -1% | -$211K | 0.37% | 77 |
|
|
2022
Q1 | $18.9M | Sell |
222,725
-150
| -0.1% | -$12K | 0.33% | 89 |
|
|
2021
Q4 | $20.8M | Buy |
222,875
+160
| +0.1% | +$13.8K | 0.36% | 79 |
|
|
2021
Q3 | $17.5M | Sell |
222,715
-4,066
| -2% | -$328K | 0.32% | 93 |
|
|
2021
Q2 | $16.6M | Sell |
226,781
-2,055
| -0.9% | -$154K | 0.3% | 100 |
|
|
2021
Q1 | $17.3M | Buy |
228,836
+15,257
| +7% | +$1.19M | 0.33% | 84 |
|
|
2020
Q4 | $16.5M | Sell |
213,579
-8,793
| -4% | -$658K | 0.33% | 83 |
|
|
2020
Q3 | $15.4M | Sell |
222,372
-596
| -0.3% | -$41.1K | 0.37% | 77 |
|
|
2020
Q2 | $13.4M | Buy |
222,968
+620
| +0.3% | +$37.1K | 0.33% | 87 |
|
|
2020
Q1 | $13.4M | Sell |
222,348
-6,380
| -3% | -$401K | 0.41% | 73 |
|
|
2019
Q4 | $13.8M | Sell |
228,728
-6,596
| -3% | -$385K | 0.3% | 92 |
|
|
2019
Q3 | $13.7M | Sell |
235,324
-4,080
| -2% | -$221K | 0.32% | 83 |
|
|
2019
Q2 | $12.3M | Buy |
239,404
+1,360
| +0.6% | +$66.9K | 0.29% | 94 |
|
|
2019
Q1 | $11.5M | Sell |
238,044
-2,132
| -0.9% | -$97.5K | 0.26% | 107 |
|
|
2018
Q4 | $10.4M | Sell |
240,176
-3,756
| -2% | -$164K | 0.27% | 105 |
|
|
2018
Q3 | $10.2M | Sell |
243,932
-2,720
| -1% | -$116K | 0.21% | 129 |
|
|
2018
Q2 | $10.3M | Sell |
246,652
-7,864
| -3% | -$318K | 0.21% | 126 |
|
|
2018
Q1 | $10.4M | Sell |
254,516
-17,236
| -6% | -$665K | 0.2% | 133 |
|
|
2017
Q4 | $10.6M | Sell |
271,752
-7,468
| -3% | -$288K | 0.2% | 123 |
|
|
2017
Q3 | $10.2M | Sell |
279,220
-68
| -0% | -$2.49K | 0.19% | 126 |
|
|
2017
Q2 | $9.78M | Sell |
279,288
-3,580
| -1% | -$122K | 0.19% | 132 |
|
|
2017
Q1 | $9.08M | Sell |
282,868
-13,344
| -5% | -$420K | 0.17% | 143 |
|
|
2016
Q4 | $8.85M | Sell |
296,212
-18,744
| -6% | -$560K | 0.18% | 139 |
|
|
2016
Q3 | $9.63M | Sell |
314,956
-11,256
| -3% | -$355K | 0.19% | 131 |
|
|
2016
Q2 | $10.6M | Sell |
326,212
-10,404
| -3% | -$312K | 0.23% | 118 |
|
|
2016
Q1 | $9.96M | Sell |
336,616
-7,292
| -2% | -$205K | 0.21% | 123 |
|
|
2015
Q4 | $8.93M | Sell |
343,908
-1,904
| -0.6% | -$48.2K | 0.19% | 127 |
|
|
2015
Q3 | $8.43M | Sell |
345,812
-20,448
| -6% | -$520K | 0.19% | 128 |
|
|
2015
Q2 | $8.98M | Sell |
366,260
-16,368
| -4% | -$416K | 0.17% | 132 |
|
|
2015
Q1 | $9.95M | Sell |
382,628
-10,244
| -3% | -$270K | 0.19% | 129 |
|
|
2014
Q4 | $10.4M | Sell |
392,872
-28,768
| -7% | -$726K | 0.2% | 118 |
|
|
2014
Q3 | $9.9M | Sell |
421,640
-6,428
| -2% | -$155K | 0.2% | 123 |
|
|
2014
Q2 | $11M | Sell |
428,068
-12,280
| -3% | -$299K | 0.21% | 111 |
|
|
2014
Q1 | $10.5M | Sell |
440,348
-5,492
| -1% | -$124K | 0.21% | 111 |
|
|
2013
Q4 | $9.54M | Sell |
445,840
-15,632
| -3% | -$330K | 0.19% | 120 |
|
|
2013
Q3 | $9.25M | Sell |
461,472
-34,664
| -7% | -$715K | 0.19% | 122 |
|
|
2013
Q2 | $10.1M | Buy |
+496,136
| New | +$9.84M | 0.23% | 111 |
|
Other funds holding NEE
Pinnacle Associates's NEE Position: Q2 2026 in Review
Pinnacle Associates increased its NextEra Energy (NEE) stake by 0.03% in Q2 2026, buying an estimated $7.87K and bringing the position to 266,440 shares worth $23.4M. The position accounts for 0.26% of the portfolio, ranked #97.
Pinnacle Associates first reported a position in NEE in Q2 2013 and has held it in 53 quarters since. The position peaked at $24.7M in Q1 2026. 3,023 funds tracked by Wall St. Rank hold NEE as of Q2 2026.
- Pinnacle Associates held 266,440 shares of NextEra Energy worth $23.4M as of Q2 2026.
- Pinnacle Associates bought 87 NextEra Energy shares in Q2 2026, an estimated $7.87K.
- NextEra Energy made up 0.26% of Pinnacle Associates's portfolio in Q2 2026, its #97 holding.
- Pinnacle Associates first reported a position in NextEra Energy in Q2 2013 and has held it in 53 quarters since.
- Pinnacle Associates's NextEra Energy position peaked at $24.7M in Q1 2026.
- 3,023 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.
Based on Pinnacle Associates's 13F filing for Q2 2026, filed 3 Aug 2026.