Pinnacle Wealth Management Advisory Group’s NextEra Energy NEE Stock Holding History

Pinnacle Wealth Management Advisory Group’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	$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

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 Wealth Management Advisory Group's NEE Position: Q1 2026 in Review

Pinnacle Wealth Management Advisory Group reduced its NextEra Energy (NEE) stake by 7.3% in Q1 2026, selling an estimated $169K and leaving 24,217 shares worth $2.25M. The position accounts for 0.15% of the portfolio, ranked #112.

Pinnacle Wealth Management Advisory Group first reported a position in NEE in Q4 2014 and has held it in 41 quarters since. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Pinnacle Wealth Management Advisory Group held 24,217 shares of NextEra Energy worth $2.25M as of Q1 2026.
Pinnacle Wealth Management Advisory Group sold 1,906 NextEra Energy shares in Q1 2026, an estimated $169K.
NextEra Energy made up 0.15% of Pinnacle Wealth Management Advisory Group's portfolio in Q1 2026, its #112 holding.
Pinnacle Wealth Management Advisory Group first reported a position in NextEra Energy in Q4 2014 and has held it in 41 quarters since.
3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.