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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Pinnacle Family Advisors's NEE Position: Q1 2026 in Review

Pinnacle Family Advisors reduced its NextEra Energy (NEE) stake by 5.4% in Q1 2026, selling an estimated $14.7K and leaving 2,871 shares worth $267K. The position accounts for 0.13% of the portfolio, ranked #118.

Pinnacle Family Advisors first reported a position in NEE in Q1 2019 and has held it in 12 quarters since. The position peaked at $702K in Q4 2020. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Pinnacle Family Advisors held 2,871 shares of NextEra Energy worth $267K as of Q1 2026.
Pinnacle Family Advisors sold 165 NextEra Energy shares in Q1 2026, an estimated $14.7K.
NextEra Energy made up 0.13% of Pinnacle Family Advisors's portfolio in Q1 2026, its #118 holding.
Pinnacle Family Advisors first reported a position in NextEra Energy in Q1 2019 and has held it in 12 quarters since.
Pinnacle Family Advisors's NextEra Energy position peaked at $702K in Q4 2020.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Pinnacle Family Advisors's 13F filing for Q1 2026, filed 15 May 2026.