Nextera Energy shares owned by Pinnacle Wealth Management Advisory
Quarter-by-quarter ownership of Nextera Energy (NEE) shares owned by Pinnacle Wealth Management Advisory
from 13F filings
Historical chart of Pinnacle Wealth Management Advisory investment in Nextera Energy
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Quarterly reported holdings in Nextera Energy by Pinnacle Wealth Management Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.9M | 25k | 75.49 |
| 2025-06-30 | $1.8M | 26k | 69.42 |
| 2025-03-31 | $1.9M | 27k | 70.89 |
| 2024-12-31 | $2.0M | 29k | 71.69 |
| 2024-09-30 | $2.2M | 27k | 84.53 |
| 2024-06-30 | $1.9M | 27k | 70.81 |
| 2024-03-31 | $1.4M | 21k | 63.91 |
| 2023-12-31 | $1.2M | 20k | 60.74 |
| 2023-09-30 | $1.3M | 23k | 57.29 |
| 2023-06-30 | $1.7M | 23k | 74.20 |
| 2023-03-31 | $1.7M | 22k | 77.08 |
| 2022-12-31 | $1.9M | 22k | 83.60 |
| 2022-09-30 | $1.5M | 20k | 78.40 |
| 2022-06-30 | $1.3M | 17k | 77.48 |
| 2022-03-31 | $1.2M | 14k | 84.75 |
| 2021-12-31 | $1.1M | 12k | 93.35 |
| 2021-09-30 | $401k | 5.1k | 78.43 |
| 2021-06-30 | $362k | 4.9k | 73.31 |
| 2021-03-31 | $345k | 4.6k | 75.59 |
| 2020-12-31 | $447k | 5.8k | 77.11 |
| 2020-09-30 | $376k | 1.4k | 277.90 |
| 2020-06-30 | $291k | 1.2k | 240.30 |
| 2020-03-31 | $309k | 1.3k | 240.28 |
| 2019-12-31 | $311k | 1.3k | 241.84 |
| 2019-09-30 | $300k | 1.3k | 233.28 |
| 2019-06-30 | $263k | 1.3k | 204.51 |
| 2019-03-31 | $249k | 1.3k | 193.62 |
| 2018-12-31 | $236k | 1.4k | 173.66 |
| 2018-09-30 | $228k | 1.4k | 167.77 |
| 2018-06-30 | $201k | 1.2k | 167.22 |
| 2017-12-31 | $210k | 1.3k | 156.48 |
| 2016-09-30 | $245k | 2.0k | 122.50 |
| 2016-06-30 | $274k | 2.1k | 130.48 |
| 2016-03-31 | $249k | 2.1k | 118.57 |
| 2015-12-31 | $223k | 2.2k | 103.72 |
| 2015-09-30 | $210k | 2.2k | 97.67 |
| 2015-06-30 | $260k | 2.7k | 98.11 |
| 2015-03-31 | $515k | 5.0k | 104.04 |
| 2014-12-31 | $569k | 5.4k | 106.36 |
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