Pinnacle Wealth Management Advisory Group, LLC
Position in NEE — Nextera Energy Inc
CIK 1631864
RED BANK, NJ
Position in NEE
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,184,331
-$64,943 QoQ
Shares Held
24,887
+2.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,149
of 2,997 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Pinnacle Wealth Management Advisory Group, LLC holds $11,696,474 across 14 Utilities - Regulated Electric names. NEE ranks #2 (18.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
36,314 | $3,475,612 | |
| 2 | NEE |
Nextera Energy Inc
This page
|
24,887 | $2,184,331 | |
| 3 | EIX |
Edison International
|
10,459 | $778,672 | |
| 4 | D |
Dominion Energy, Inc
|
11,348 | $774,954 | |
| 5 | PCG |
PG&E Corp
|
42,165 | $709,215 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
7,492 | $608,050 | |
| 7 | DUK |
Duke Energy CORP
|
4,788 | $606,065 | |
| 8 | ED |
Consolidated Edison Inc
|
4,461 | $493,520 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,184,331 | 24,887 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $2,249,274 | 24,217 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $2,097,154 | 26,123 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,906,952 | 25,261 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $1,793,188 | 25,831 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,940,046 | 27,367 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $2,041,659 | 28,479 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $2,243,848 | 26,545 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,886,165 | 26,637 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $1,362,113 | 21,313 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $1,220,631 | 20,096 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,296,759 | 22,635 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $1,673,729 | 22,557 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $1,721,119 | 22,329 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $1,858,177 | 22,227 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,543,265 | 19,682 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,332,621 | 17,204 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $1,179,502 | 13,924 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $1,099,127 | 11,773 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $401,472 | 5,113 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $361,856 | 4,938 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $345,084 | 4,564 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $447,238 | 5,797 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $375,538 | 1,353 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $290,845 | 1,211 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $309,437 | 1,286 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||