Pinnacle Wealth Planning Services, Inc.
Position in NEE — Nextera Energy Inc
CIK 1726752
MANSFIELD, OH
Position in NEE
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$419,891
+$3,325 QoQ
Shares Held
4,784
+6.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#2,202
of 2,993 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Pinnacle Wealth Planning Services, Inc. holds $5,803,793 across 35 Utilities - Regulated Electric names. NEE ranks #5 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
6,772 | $648,148 | |
| 2 | AEP |
American Electric Power Co Inc
|
4,541 | $621,254 | |
| 3 | NGG |
National Grid PLC
|
6,372 | $528,047 | |
| 4 | PEG |
Public Service Enterprise Group Inc
|
5,669 | $460,096 | |
| 5 | NEE |
Nextera Energy Inc
This page
|
4,784 | $419,891 | |
| 6 | KEP |
Korea Electric Power Corp
|
30,442 | $368,348 | |
| 7 | ETR |
Entergy Corp /De/
|
3,078 | $353,539 | |
| 8 | DUK |
Duke Energy CORP
|
1,985 | $251,261 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $419,891 | 4,784 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $416,566 | 4,485 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $319,594 | 3,981 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $292,221 | 3,871 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $339,186 | 4,886 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $307,308 | 4,335 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $287,620 | 4,012 | Shares | Sole | 2025-02-27 | |
| 2024-09-30 | $834,142 | 9,868 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $710,365 | 10,032 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $620,757 | 9,713 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $606,428 | 9,984 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $290,059 | 5,063 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $698,444 | 9,413 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $539,482 | 6,999 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $767,447 | 9,180 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $788,255 | 10,053 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $777,156 | 10,033 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $835,579 | 9,864 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $715,137 | 7,660 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $561,260 | 7,148 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $410,514 | 5,602 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $420,844 | 5,566 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $424,016 | 5,496 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $373,873 | 1,347 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $315,823 | 1,315 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $441,055 | 1,833 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||