Pinnacle Private Wealth’s NextEra Energy NEE Stock Holding History

Pinnacle Private Wealth’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
2022 Q2	–	Sell	-2,428	Closed	-$206K	–	298
2022 Q1	$206K	Buy	2,428 +100	+4%	+$8.01K	0.06%	283
2021 Q4	$217K	Buy	+2,328	New	+$201K	0.07%	269

Other funds holding NEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $1T AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Pinnacle Private Wealth's NEE Position: Q2 2022 in Review

Pinnacle Private Wealth sold out of NextEra Energy (NEE) in Q2 2022, closing a stake of 2,428 shares — an estimated $206K sold.

Pinnacle Private Wealth first reported a position in NEE in Q4 2021 and held it in 2 quarters. The position peaked at $217K in Q4 2021. 2,313 funds tracked by Wall St. Rank hold NEE as of Q2 2022.

Pinnacle Private Wealth reported no remaining NextEra Energy position as of Q2 2022 after selling out during the quarter.
Pinnacle Private Wealth sold 2,428 NextEra Energy shares in Q2 2022, an estimated $206K.
Pinnacle Private Wealth first reported a position in NextEra Energy in Q4 2021 and held it in 2 quarters.
Pinnacle Private Wealth's NextEra Energy position peaked at $217K in Q4 2021.
2,313 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.