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Pinnacle Wealth Planning Services’s NextEra Energy NEE Stock Holding History

Pinnacle Wealth Planning Services’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 		$420K Buy
4,784
+299
+7% +$27K 0.04% 263
2026
Q1 		$417K Buy
4,485
+504
+13% +$44.8K 0.04% 251
2025
Q4 		$320K Buy
3,981
+110
+3% +$9.11K 0.03% 302
2025
Q3 		$292K Sell
3,871
-1,015
-21% -$74.2K 0.03% 325
2025
Q2 		$339K Buy
4,886
+551
+13% +$38.3K 0.04% 266
2025
Q1 		$307K Buy
4,335
+323
+8% +$22.8K 0.05% 256
2024
Q4 		$288K Sell
4,012
-5,856
-59% -$455K 0.04% 261
2024
Q3 		$834K Sell
9,868
-164
-2% -$12.8K 0.11% 117
2024
Q2 		$710K Buy
10,032
+319
+3% +$22.6K 0.1% 127
2024
Q1 		$621K Sell
9,713
-271
-3% -$15.9K 0.09% 145
2023
Q4 		$606K Buy
9,984
+4,921
+97% +$280K 0.1% 141
2023
Q3 		$290K Sell
5,063
-4,350
-46% -$301K 0.05% 262
2023
Q2 		$698K Buy
9,413
+2,414
+34% +$183K 0.11% 123
2023
Q1 		$539K Sell
6,999
-2,181
-24% -$168K 0.09% 160
2022
Q4 		$767K Sell
9,180
-873
-9% -$70.5K 0.14% 105
2022
Q3 		$788K Buy
10,053
+20
+0.2% +$1.7K 0.15% 94
2022
Q2 		$777K Buy
10,033
+169
+2% +$12.9K 0.14% 105
2022
Q1 		$836K Buy
9,864
+2,204
+29% +$177K 0.15% 109
2021
Q4 		$715K Buy
7,660
+512
+7% +$44.2K 0.14% 108
2021
Q3 		$561K Buy
7,148
+1,546
+28% +$125K 0.12% 126
2021
Q2 		$411K Buy
5,602
+36
+0.6% +$2.7K 0.1% 172
2021
Q1 		$421K Buy
5,566
+70
+1% +$5.46K 0.11% 158
2020
Q4 		$424K Buy
5,496
+108
+2% +$8.08K 0.1% 130
2020
Q3 		$374K Buy
5,388
+128
+2% +$8.84K 0.12% 128
2020
Q2 		$316K Sell
5,260
-2,072
-28% -$124K 0.1% 155
2020
Q1 		$440K Buy
7,332
+2,208
+43% +$139K 0.21% 95
2019
Q4 		$310K Buy
5,124
+884
+21% +$51.6K 0.15% 146
2019
Q3 		$246K Buy
+4,240
New +$229K 0.13% 147

Other funds holding NEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Pinnacle Wealth Planning Services's NEE Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its NextEra Energy (NEE) stake by 6.7% in Q2 2026, buying an estimated $27K and bringing the position to 4,784 shares worth $420K. The position accounts for 0.04% of the portfolio, ranked #263.

Pinnacle Wealth Planning Services first reported a position in NEE in Q3 2019 and has held it in 28 quarters since. The position peaked at $836K in Q1 2022. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Pinnacle Wealth Planning Services held 4,784 shares of NextEra Energy worth $420K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 299 NextEra Energy shares in Q2 2026, an estimated $27K.
  • NextEra Energy made up 0.04% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #263 holding.
  • Pinnacle Wealth Planning Services first reported a position in NextEra Energy in Q3 2019 and has held it in 28 quarters since.
  • Pinnacle Wealth Planning Services's NextEra Energy position peaked at $836K in Q1 2022.
  • 3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.