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

Pinnacle Wealth Management 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 Q2	$703K	Buy	8,014 +169	+2%	+$15.3K	0.33%	56
2026 Q1	$729K	Buy	7,845 +77	+1%	+$6.85K	0.36%	52
2025 Q4	$624K	Buy	7,768 +1,929	+33%	+$160K	0.31%	57
2025 Q3	$441K	Buy	5,839 +160	+3%	+$11.7K	0.23%	71
2025 Q2	$394K	Buy	5,679 +1,309	+30%	+$90.9K	0.23%	76
2025 Q1	$310K	Buy	4,370 +12	+0.3%	+$847	0.22%	78
2024 Q4	$312K	Buy	4,358 +410	+10%	+$31.9K	0.19%	88
2024 Q3	$334K	Buy	3,948 +9	+0.2%	+$702	0.21%	88
2024 Q2	$279K	Buy	3,939 +585	+17%	+$41.5K	0.19%	86
2024 Q1	$214K	Buy	+3,354	New	+$196K	0.16%	96

Other funds holding NEE

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Pinnacle Wealth Management Group's NEE Position: Q2 2026 in Review

Pinnacle Wealth Management Group increased its NextEra Energy (NEE) stake by 2.2% in Q2 2026, buying an estimated $15.3K and bringing the position to 8,014 shares worth $703K. The position accounts for 0.33% of the portfolio, ranked #56.

Pinnacle Wealth Management Group first reported a position in NEE in Q1 2024 and has held it in 10 quarters since. The position peaked at $729K in Q1 2026. 715 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Pinnacle Wealth Management Group held 8,014 shares of NextEra Energy worth $703K as of Q2 2026.
Pinnacle Wealth Management Group bought 169 NextEra Energy shares in Q2 2026, an estimated $15.3K.
NextEra Energy made up 0.33% of Pinnacle Wealth Management Group's portfolio in Q2 2026, its #56 holding.
Pinnacle Wealth Management Group first reported a position in NextEra Energy in Q1 2024 and has held it in 10 quarters since.
Pinnacle Wealth Management Group's NextEra Energy position peaked at $729K in Q1 2026.
715 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Pinnacle Wealth Management Group's 13F filing for Q2 2026, filed 15 Jul 2026.