Pinnacle Bancorp’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 | $450K | Hold |
5,125
| – | – | 0.12% | 155 |
|
|
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
Pinnacle Bancorp's NEE Position: Q2 2026 in Review
Pinnacle Bancorp held its NextEra Energy (NEE) position steady in Q2 2026 at 5,125 shares worth $450K. The position accounts for 0.12% of the portfolio, ranked #155.
Pinnacle Bancorp first reported a position in NEE in Q1 2017 and has held it in 32 quarters since. The position peaked at $692K in Q4 2022. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.
- Pinnacle Bancorp held 5,125 shares of NextEra Energy worth $450K as of Q2 2026.
- Pinnacle Bancorp left its NextEra Energy share count unchanged in Q2 2026.
- NextEra Energy made up 0.12% of Pinnacle Bancorp's portfolio in Q2 2026, its #155 holding.
- Pinnacle Bancorp first reported a position in NextEra Energy in Q1 2017 and has held it in 32 quarters since.
- Pinnacle Bancorp's NextEra Energy position peaked at $692K in Q4 2022.
- 3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.
Based on Pinnacle Bancorp's 13F filing for Q2 2026, filed 28 Jul 2026.