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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Pinnacle Wealth Planning Services's NEE Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its NextEra Energy (NEE) stake by 13% in Q1 2026, buying an estimated $44.8K and bringing the position to 4,485 shares worth $417K. The position accounts for 0.04% of the portfolio, ranked #251.

Pinnacle Wealth Planning Services first reported a position in NEE in Q3 2019 and has held it in 27 quarters since. The position peaked at $836K in Q1 2022. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Pinnacle Wealth Planning Services held 4,485 shares of NextEra Energy worth $417K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 504 NextEra Energy shares in Q1 2026, an estimated $44.8K.
  • NextEra Energy made up 0.04% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #251 holding.
  • Pinnacle Wealth Planning Services first reported a position in NextEra Energy in Q3 2019 and has held it in 27 quarters since.
  • Pinnacle Wealth Planning Services's NextEra Energy position peaked at $836K in Q1 2022.
  • 3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.