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Pinnacle Bancorp’s NextEra Energy NEE Stock Holding History

Pinnacle Bancorp’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 		$476K Buy
5,125
+320
+7% +$28.4K 0.14% 131
2025
Q4 		$386K Hold
4,805
– – 0.11% 150
2025
Q3 		$363K Buy
4,805
+344
+8% +$25.1K 0.11% 157
2025
Q2 		$310K Buy
4,461
+100
+2% +$6.95K 0.1% 174
2025
Q1 		$309K Sell
4,361
-350
-7% -$24.7K 0.1% 163
2024
Q4 		$338K Hold
4,711
– – 0.11% 154
2024
Q3 		$398K Buy
4,711
+200
+4% +$15.6K 0.11% 133
2024
Q2 		$319K Buy
4,511
+151
+3% +$10.7K 0.09% 153
2024
Q1 		$279K Hold
4,360
– – 0.08% 167
2023
Q4 		$265K Buy
4,360
+591
+16% +$33.7K 0.09% 162
2023
Q3 		$216K Sell
3,769
-4,305
-53% -$298K 0.08% 173
2023
Q2 		$599K Hold
8,074
– – 0.2% 77
2023
Q1 		$622K Sell
8,074
-200
-2% -$15.4K 0.23% 69
2022
Q4 		$692K Sell
8,274
-79
-0.9% -$6.38K 0.27% 61
2022
Q3 		$655K Buy
8,353
+261
+3% +$22.1K 0.28% 60
2022
Q2 		$627K Buy
8,092
+4,800
+146% +$365K 0.26% 63
2022
Q1 		$279K Buy
3,292
+149
+5% +$11.9K 0.1% 139
2021
Q4 		$293K Hold
3,143
– – 0.1% 141
2021
Q3 		$247K Buy
3,143
+147
+5% +$11.9K 0.1% 156
2021
Q2 		$220K Hold
2,996
– – 0.1% 156
2021
Q1 		$227K Sell
2,996
-1,880
-39% -$147K 0.11% 151
2020
Q4 		$376K Hold
4,876
– – 0.23% 90
2020
Q3 		$338K Hold
4,876
– – 0.24% 90
2020
Q2 		$293K Hold
4,876
– – 0.22% 103
2020
Q1 		$293K Buy
4,876
+380
+8% +$23.9K 0.25% 90
2019
Q4 		$272K Sell
4,496
-224
-5% -$13.1K 0.19% 109
2019
Q3 		$275K Hold
4,720
– – 0.16% 100
2019
Q2 		$242K Hold
4,720
– – 0.14% 113
2019
Q1 		$228K Hold
4,720
– – 0.13% 118
2018
Q4 		$205K Buy
+4,720
New +$206K 0.13% 119
2017
Q1 		$161K Buy
+5,016
New +$158K 0.11% 128

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

Pinnacle Bancorp's NEE Position: Q1 2026 in Review

Pinnacle Bancorp increased its NextEra Energy (NEE) stake by 6.7% in Q1 2026, buying an estimated $28.4K and bringing the position to 5,125 shares worth $476K. The position accounts for 0.14% of the portfolio, ranked #131.

Pinnacle Bancorp first reported a position in NEE in Q1 2017 and has held it in 31 quarters since. The position peaked at $692K in Q4 2022. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Pinnacle Bancorp held 5,125 shares of NextEra Energy worth $476K as of Q1 2026.
  • Pinnacle Bancorp bought 320 NextEra Energy shares in Q1 2026, an estimated $28.4K.
  • NextEra Energy made up 0.14% of Pinnacle Bancorp's portfolio in Q1 2026, its #131 holding.
  • Pinnacle Bancorp first reported a position in NextEra Energy in Q1 2017 and has held it in 31 quarters since.
  • Pinnacle Bancorp's NextEra Energy position peaked at $692K in Q4 2022.
  • 3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Pinnacle Bancorp's 13F filing for Q1 2026, filed 22 Apr 2026.