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 Q2	$706K	Sell	8,045 -50	-0.6%	-$4.52K	0.49%	59
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Pinnacle West Asset Management's NEE Position: Q2 2026 in Review

Pinnacle West Asset Management reduced its NextEra Energy (NEE) stake by 0.62% in Q2 2026, selling an estimated $4.52K and leaving 8,045 shares worth $706K. The position accounts for 0.49% of the portfolio, ranked #59.

Pinnacle West Asset Management first reported a position in NEE in Q1 2023 and has held it in 14 quarters since. The position peaked at $752K in Q1 2026. 3,052 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Pinnacle West Asset Management held 8,045 shares of NextEra Energy worth $706K as of Q2 2026.
Pinnacle West Asset Management sold 50 NextEra Energy shares in Q2 2026, an estimated $4.52K.
NextEra Energy made up 0.49% of Pinnacle West Asset Management's portfolio in Q2 2026, its #59 holding.
Pinnacle West Asset Management first reported a position in NextEra Energy in Q1 2023 and has held it in 14 quarters since.
Pinnacle West Asset Management's NextEra Energy position peaked at $752K in Q1 2026.
3,052 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Pinnacle West Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.