Pinnacle West Asset Management’s NextEra Energy NEE Stock Holding History

Pinnacle West Asset Management’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	$752K	Sell	8,095 -180	-2%	-$16K	0.51%	54
2025 Q4	$664K	Sell	8,275 -100	-1%	-$8.28K	0.43%	62
2025 Q3	$632K	Sell	8,375 -25	-0.3%	-$1.83K	0.41%	64
2025 Q2	$583K	Sell	8,400 -210	-2%	-$14.6K	0.4%	65
2025 Q1	$610K	Buy	8,610 +25	+0.3%	+$1.76K	0.44%	63
2024 Q4	$615K	Hold	8,585	–	–	0.44%	63
2024 Q3	$726K	Buy	8,585 +75	+0.9%	+$5.85K	0.52%	57
2024 Q2	$603K	Buy	8,510 +15	+0.2%	+$1.06K	0.47%	62
2024 Q1	$543K	Sell	8,495 -30	-0.4%	-$1.76K	0.43%	66
2023 Q4	$518K	Buy	8,525 +165	+2%	+$9.4K	0.44%	67
2023 Q3	$479K	Buy	8,360 +240	+3%	+$16.6K	0.47%	66
2023 Q2	$603K	Sell	8,120 -50	-0.6%	-$3.79K	0.59%	57
2023 Q1	$630K	Buy	+8,170	New	+$628K	0.66%	53

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 West Asset Management's NEE Position: Q1 2026 in Review

Pinnacle West Asset Management reduced its NextEra Energy (NEE) stake by 2.2% in Q1 2026, selling an estimated $16K and leaving 8,095 shares worth $752K. The position accounts for 0.51% of the portfolio, ranked #54.

Pinnacle West Asset Management first reported a position in NEE in Q1 2023 and has held it in 13 quarters since. 3,028 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Pinnacle West Asset Management held 8,095 shares of NextEra Energy worth $752K as of Q1 2026.
Pinnacle West Asset Management sold 180 NextEra Energy shares in Q1 2026, an estimated $16K.
NextEra Energy made up 0.51% of Pinnacle West Asset Management's portfolio in Q1 2026, its #54 holding.
Pinnacle West Asset Management first reported a position in NextEra Energy in Q1 2023 and has held it in 13 quarters since.
3,028 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Pinnacle West Asset Management's 13F filing for Q1 2026, filed 15 May 2026.