Pinnacle Wealth Advisors’s NextEra Energy NEE Stock Holding History

Pinnacle Wealth 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
2021 Q2	$17.6M	Buy	+239,943	New	+$18M	0.71%	36

Other funds holding NEE

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pinnacle Wealth Advisors's NEE Position: Q2 2021 in Review

Pinnacle Wealth Advisors opened a new position in NextEra Energy (NEE) in Q2 2021: 239,943 shares worth $17.6M. The stake represents 0.71% of the portfolio and ranks #36 among its holdings.

2,144 funds tracked by Wall St. Rank hold NEE as of Q2 2021.

Pinnacle Wealth Advisors held 239,943 shares of NextEra Energy worth $17.6M as of Q2 2021.
NextEra Energy was a new Pinnacle Wealth Advisors position in Q2 2021.
NextEra Energy made up 0.71% of Pinnacle Wealth Advisors's portfolio in Q2 2021, its #36 holding.
2,144 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2021.

Based on Pinnacle Wealth Advisors's 13F filing for Q2 2021, filed 21 Jul 2021.