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Pinney & Scofield’s NextEra Energy NEE Stock Holding History

Pinney & Scofield’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 		$260K Hold
2,800
– – 0.14% 46
2025
Q4 		$225K Hold
2,800
– – 0.13% 48
2025
Q3 		$211K Hold
2,800
– – 0.13% 50
2025
Q2 		$194K Buy
2,800
+100
+4% +$6.95K 0.13% 51
2025
Q1 		$191K Buy
2,700
+90
+3% +$6.35K 0.14% 50
2024
Q4 		$187K Buy
+2,610
New +$203K 0.14% 50

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

Pinney & Scofield's NEE Position: Q1 2026 in Review

Pinney & Scofield held its NextEra Energy (NEE) position steady in Q1 2026 at 2,800 shares worth $260K. The position accounts for 0.14% of the portfolio, ranked #46.

Pinney & Scofield first reported a position in NEE in Q4 2024 and has held it in 6 quarters since. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Pinney & Scofield held 2,800 shares of NextEra Energy worth $260K as of Q1 2026.
  • Pinney & Scofield left its NextEra Energy share count unchanged in Q1 2026.
  • NextEra Energy made up 0.14% of Pinney & Scofield's portfolio in Q1 2026, its #46 holding.
  • Pinney & Scofield first reported a position in NextEra Energy in Q4 2024 and has held it in 6 quarters since.
  • 3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Pinney & Scofield's 13F filing for Q1 2026, filed 15 May 2026.