Pinnacle Wealth Management Advisory Group’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 | $2.18M | Buy |
24,887
+670
| +3% | +$60.6K | 0.13% | 120 |
|
|
2026
Q1 | $2.25M | Sell |
24,217
-1,906
| -7% | -$169K | 0.15% | 112 |
|
|
2025
Q4 | $2.1M | Buy |
26,123
+862
| +3% | +$71.4K | 0.14% | 111 |
|
|
2025
Q3 | $1.91M | Sell |
25,261
-570
| -2% | -$41.6K | 0.14% | 106 |
|
|
2025
Q2 | $1.79M | Sell |
25,831
-1,536
| -6% | -$107K | 0.15% | 104 |
|
|
2025
Q1 | $1.94M | Sell |
27,367
-1,112
| -4% | -$78.5K | 0.18% | 96 |
|
|
2024
Q4 | $2.04M | Buy |
28,479
+1,934
| +7% | +$150K | 0.19% | 90 |
|
|
2024
Q3 | $2.24M | Sell |
26,545
-92
| -0.3% | -$7.18K | 0.21% | 88 |
|
|
2024
Q2 | $1.89M | Buy |
26,637
+5,324
| +25% | +$378K | 0.19% | 94 |
|
|
2024
Q1 | $1.36M | Buy |
21,313
+1,217
| +6% | +$71.3K | 0.15% | 106 |
|
|
2023
Q4 | $1.22M | Sell |
20,096
-2,539
| -11% | -$145K | 0.14% | 105 |
|
|
2023
Q3 | $1.3M | Buy |
22,635
+78
| +0.3% | +$5.4K | 0.17% | 99 |
|
|
2023
Q2 | $1.67M | Buy |
22,557
+228
| +1% | +$17.3K | 0.21% | 90 |
|
|
2023
Q1 | $1.72M | Buy |
22,329
+102
| +0.5% | +$7.84K | 0.23% | 84 |
|
|
2022
Q4 | $1.86M | Sell |
22,227
-16,006
| -42% | -$1.29M | 0.28% | 74 |
|
|
2022
Q3 | $1.65M | Buy |
38,233
+2,706
| +8% | +$230K | 0.27% | 79 |
|
|
2022
Q2 | $1.44M | Buy |
35,527
+3,503
| +11% | +$267K | 0.23% | 92 |
|
|
2022
Q1 | $1.29M | Buy |
32,024
+2,373
| +8% | +$190K | 0.19% | 105 |
|
|
2021
Q4 | $1.2M | Buy |
29,651
+6,895
| +30% | +$596K | 0.2% | 105 |
|
|
2021
Q3 | $501K | Buy |
22,756
+398
| +2% | +$32.1K | 0.12% | 147 |
|
|
2021
Q2 | $465K | Buy |
22,358
+17,794
| +390% | +$1.34M | 0.11% | 150 |
|
|
2021
Q1 | $345K | Sell |
4,564
-1,233
| -21% | -$96.2K | 0.1% | 144 |
|
|
2020
Q4 | $447K | Buy |
5,797
+385
| +7% | +$28.8K | 0.14% | 121 |
|
|
2020
Q3 | $376K | Buy |
5,412
+568
| +12% | +$39.2K | 0.13% | 130 |
|
|
2020
Q2 | $291K | Sell |
4,844
-300
| -6% | -$18K | 0.11% | 140 |
|
|
2020
Q1 | $309K | Hold |
5,144
| – | – | 0.15% | 113 |
|
|
2019
Q4 | $311K | Hold |
5,144
| – | – | 0.12% | 146 |
|
|
2019
Q3 | $300K | Hold |
5,144
| – | – | 0.13% | 139 |
|
|
2019
Q2 | $263K | Hold |
5,144
| – | – | 0.11% | 154 |
|
|
2019
Q1 | $249K | Sell |
5,144
-292
| -5% | -$13.4K | 0.11% | 157 |
|
|
2018
Q4 | $236K | Hold |
5,436
| – | – | 0.13% | 145 |
|
|
2018
Q3 | $228K | Buy |
5,436
+628
| +13% | +$26.7K | 0.11% | 139 |
|
|
2018
Q2 | $201K | Buy |
+4,808
| New | +$194K | 0.11% | 139 |
|
|
2018
Q1 | – | Sell |
-5,368
| Closed | -$210K | – | 152 |
|
|
2017
Q4 | $210K | Buy |
+5,368
| New | +$207K | 0.12% | 139 |
|
|
2016
Q4 | – | Sell |
-8,000
| Closed | -$245K | – | 125 |
|
|
2016
Q3 | $245K | Sell |
8,000
-400
| -5% | -$12.6K | 0.19% | 108 |
|
|
2016
Q2 | $274K | Hold |
8,400
| – | – | 0.22% | 95 |
|
|
2016
Q1 | $249K | Sell |
8,400
-200
| -2% | -$5.61K | 0.22% | 92 |
|
|
2015
Q4 | $223K | Hold |
8,600
| – | – | 0.2% | 99 |
|
|
2015
Q3 | $210K | Sell |
8,600
-2,000
| -19% | -$50.9K | 0.2% | 95 |
|
|
2015
Q2 | $260K | Sell |
10,600
-9,200
| -46% | -$234K | 0.24% | 86 |
|
|
2015
Q1 | $515K | Sell |
19,800
-1,600
| -7% | -$42.2K | 0.46% | 65 |
|
|
2014
Q4 | $569K | Buy |
+21,400
| New | +$540K | 0.53% | 61 |
|
Other funds holding NEE
Pinnacle Wealth Management Advisory Group's NEE Position: Q2 2026 in Review
Pinnacle Wealth Management Advisory Group increased its NextEra Energy (NEE) stake by 2.8% in Q2 2026, buying an estimated $60.6K and bringing the position to 24,887 shares worth $2.18M. The position accounts for 0.13% of the portfolio, ranked #120.
Pinnacle Wealth Management Advisory Group first reported a position in NEE in Q4 2014 and has held it in 42 quarters since. The position peaked at $2.25M in Q1 2026. 3,052 funds tracked by Wall St. Rank hold NEE as of Q2 2026.
- Pinnacle Wealth Management Advisory Group held 24,887 shares of NextEra Energy worth $2.18M as of Q2 2026.
- Pinnacle Wealth Management Advisory Group bought 670 NextEra Energy shares in Q2 2026, an estimated $60.6K.
- NextEra Energy made up 0.13% of Pinnacle Wealth Management Advisory Group's portfolio in Q2 2026, its #120 holding.
- Pinnacle Wealth Management Advisory Group first reported a position in NextEra Energy in Q4 2014 and has held it in 42 quarters since.
- Pinnacle Wealth Management Advisory Group's NextEra Energy position peaked at $2.25M in Q1 2026.
- 3,052 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.
Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q2 2026, filed 5 Aug 2026.