Pinnacle Bancorp’s NextEra Energy, Inc. NEE Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$310K	Buy	4,461 +100	+2%	+$6.94K	0.1%	174
2025 Q1	$309K	Sell	4,361 -350	-7%	-$24.8K	0.1%	163
2024 Q4	$338K	Hold	4,711	–	–	0.11%	154
2024 Q3	$398K	Buy	4,711 +200	+4%	+$16.9K	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%	+$35.9K	0.09%	162
2023 Q3	$216K	Sell	3,769 -4,305	-53%	-$247K	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%	-$6.61K	0.27%	61
2022 Q3	$655K	Buy	8,353 +261	+3%	+$20.5K	0.28%	60
2022 Q2	$627K	Buy	8,092 +4,800	+146%	+$372K	0.26%	63
2022 Q1	$279K	Buy	3,292 +149	+5%	+$12.6K	0.1%	139
2021 Q4	$293K	Hold	3,143	–	–	0.1%	141
2021 Q3	$247K	Buy	3,143 +147	+5%	+$11.6K	0.1%	156
2021 Q2	$220K	Hold	2,996	–	–	0.1%	156
2021 Q1	$227K	Sell	2,996 -1,880	-39%	-$142K	0.11%	151
2020 Q4	$376K	Buy	4,876 +3,657	+300%	+$282K	0.23%	90
2020 Q3	$338K	Hold	1,219	–	–	0.24%	90
2020 Q2	$293K	Hold	1,219	–	–	0.22%	103
2020 Q1	$293K	Buy	1,219 +95	+8%	+$22.8K	0.25%	90
2019 Q4	$272K	Sell	1,124 -56	-5%	-$13.6K	0.19%	109
2019 Q3	$275K	Hold	1,180	–	–	0.16%	100
2019 Q2	$242K	Hold	1,180	–	–	0.14%	113
2019 Q1	$228K	Hold	1,180	–	–	0.13%	118
2018 Q4	$205K	Buy	+1,180	New	+$205K	0.13%	119
2017 Q1	$161K	Buy	+1,254	New	+$161K	0.11%	128