Position in NEE
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$449,821
-$26,189 QoQ
Shares Held
5,125
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#2,145
of 2,993 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 75%
Shared 25%
None 0%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Pinnacle Bancorp, Inc. holds $2,624,385 across 21 Utilities - Regulated Electric names. NEE ranks #1 (17.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
5,125 | $449,821 | |
| 2 | ED |
Consolidated Edison Inc
|
4,002 | $442,741 | |
| 3 | AEP |
American Electric Power Co Inc
|
3,136 | $429,036 | |
| 4 | SO |
Southern Co
|
4,088 | $391,262 | |
| 5 | DUK |
Duke Energy CORP
|
3,056 | $386,828 | |
| 6 | XEL |
Xcel Energy Inc
|
1,277 | $102,543 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
794 | $92,715 | |
| 8 | D |
Dominion Energy, Inc
|
1,040 | $71,021 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $449,821 | 5,125 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $476,010 | 5,125 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $385,745 | 4,805 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $362,729 | 4,805 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $309,682 | 4,461 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $309,151 | 4,361 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $337,731 | 4,711 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $398,220 | 4,711 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $319,423 | 4,511 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $278,647 | 4,360 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $264,826 | 4,360 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $215,926 | 3,769 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $599,090 | 8,074 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $622,343 | 8,074 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $691,706 | 8,274 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $654,958 | 8,353 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $626,806 | 8,092 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $278,865 | 3,292 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $293,430 | 3,143 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $246,788 | 3,143 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $219,546 | 2,996 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $226,527 | 2,996 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $376,183 | 4,876 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $338,345 | 1,219 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $292,767 | 1,219 | Shares | Sole | 2020-07-07 | |
| 2020-03-31 | $293,315 | 1,219 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||