Pinnacle Wealth Management Group’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $394K | Buy |
5,679
+1,309
| +30% | +$90.9K | 0.23% | 76 |
|
|
2025
Q1 | $310K | Buy |
4,370
+12
| +0.3% | +$851 | 0.22% | 78 |
|
|
2024
Q4 | $312K | Buy |
4,358
+410
| +10% | +$29.4K | 0.19% | 88 |
|
|
2024
Q3 | $334K | Buy |
3,948
+9
| +0.2% | +$761 | 0.21% | 88 |
|
|
2024
Q2 | $279K | Buy |
3,939
+585
| +17% | +$41.4K | 0.19% | 86 |
|
|
2024
Q1 | $214K | Buy |
+3,354
| New | +$214K | 0.16% | 96 |
|