Pinnacle Family Advisors’s NextEra Energy NEE Stock Holding History

Pinnacle Family Advisors’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 Q2	$255K	Buy	2,907 +36	+1%	+$3.26K	0.11%	132
2026 Q1	$267K	Sell	2,871 -165	-5%	-$14.7K	0.13%	118
2025 Q4	$244K	Sell	3,036 -6	-0.2%	-$497	0.11%	126
2025 Q3	$230K	Buy	3,042 +250	+9%	+$18.3K	0.1%	113
2025 Q2	$201K	Buy	+2,792	New	+$194K	0.1%	122
2025 Q1	–	Sell	-2,932	Closed	-$210K	–	121
2024 Q4	$210K	Buy	2,932 +4	+0.1%	+$311	0.1%	110
2024 Q3	$247K	Buy	+2,928	New	+$228K	0.13%	105
2024 Q2	–	Sell	-3,161	Closed	-$202K	–	118
2024 Q1	$202K	Buy	+3,161	New	+$185K	0.11%	98
2021 Q3	–	Sell	-6,176	Closed	-$453K	–	152
2021 Q2	$453K	Buy	6,176 +262	+4%	+$19.7K	0.2%	75
2021 Q1	$447K	Sell	5,914 -3,187	-35%	-$249K	0.23%	70
2020 Q4	$702K	Buy	+9,101	New	+$681K	0.43%	51
2020 Q2	–	Sell	-3,452	Closed	-$213K	–	87
2020 Q1	$213K	Buy	+3,452	New	+$217K	0.26%	55
2019 Q2	–	Sell	-4,844	Closed	-$234K	–	85
2019 Q1	$234K	Buy	+4,844	New	+$221K	0.21%	67

Other funds holding NEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Pinnacle Family Advisors's NEE Position: Q2 2026 in Review

Pinnacle Family Advisors increased its NextEra Energy (NEE) stake by 1.3% in Q2 2026, buying an estimated $3.26K and bringing the position to 2,907 shares worth $255K. The position accounts for 0.11% of the portfolio, ranked #132.

Pinnacle Family Advisors first reported a position in NEE in Q1 2019 and has held it in 13 quarters since. The position peaked at $702K in Q4 2020. 3,040 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Pinnacle Family Advisors held 2,907 shares of NextEra Energy worth $255K as of Q2 2026.
Pinnacle Family Advisors bought 36 NextEra Energy shares in Q2 2026, an estimated $3.26K.
NextEra Energy made up 0.11% of Pinnacle Family Advisors's portfolio in Q2 2026, its #132 holding.
Pinnacle Family Advisors first reported a position in NextEra Energy in Q1 2019 and has held it in 13 quarters since.
Pinnacle Family Advisors's NextEra Energy position peaked at $702K in Q4 2020.
3,040 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Pinnacle Family Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.