PINNACLE ASSOCIATES LTD

Position in NEE — Nextera Energy Inc

CIK 743127 NEW YORK, NY

Position in NEE

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$23,385,438

-$1,353,428 QoQ

Shares Held

266,440

+0.0% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

#371

of 3,000 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Utilities · as of Jun 30, 2026

PINNACLE ASSOCIATES LTD holds $63,986,753 across 16 Utilities - Regulated Electric names. NEE ranks #1 (36.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	266,440	$23,385,438
2	SO	Southern Co	130,520	$12,492,069
3	AEP	American Electric Power Co Inc	31,951	$4,371,216
4	D	Dominion Energy, Inc	62,271	$4,252,486
5	ED	Consolidated Edison Inc	35,652	$3,944,180
6	ES	Eversource Energy	50,590	$3,656,139
7	DUK	Duke Energy CORP	28,537	$3,612,213
8	PEG	Public Service Enterprise Group Inc	38,959	$3,161,912

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$23,385,438	266,440	+0.0%	Shares	Sole	2026-08-03
2026-03-31	$24,738,866	266,353	+0.4%	Shares	Sole	2026-04-22
2025-12-31	$21,305,830	265,394	-1.7%	Shares	Sole	2026-02-05
2025-09-30	$20,376,940	269,929	-0.1%	Shares	Sole	2025-11-13
2025-06-30	$18,756,936	270,195	-1.4%	Shares	Sole	2025-08-04
2025-03-31	$19,416,487	273,896	-1.4%	Shares	Sole	2025-05-06
2024-12-31	$19,918,062	277,836	+15.3%	Shares	Sole	2025-02-14
2024-09-30	$20,364,883	240,919	-8.1%	Shares	Sole	2024-10-25
2024-06-30	$18,562,629	262,147	+11.8%	Shares	Sole	2024-07-30
2024-03-31	$14,991,240	234,568	-2.6%	Shares	Sole	2024-04-26
2023-12-31	$14,633,420	240,919	+11.4%	Shares	Sole	2024-01-19
2023-09-30	$12,393,431	216,328	+1.5%	Shares	Sole	2023-10-24
2023-06-30	$15,813,578	213,121	-1.7%	Shares	Sole	2023-07-27
2023-03-31	$16,705,702	216,732	-1.3%	Shares	Sole	2023-05-05
2022-12-31	$18,355,801	219,567	+0.9%	Shares	Sole	2023-02-01
2022-09-30	$17,066,877	217,662	-1.0%	Shares	Sole	2022-11-01
2022-06-30	$17,037,791	219,956	-1.2%	Shares	Sole	2022-08-02
2022-03-31	$18,867,034	222,725	-0.1%	Shares	Sole	2022-05-05
2021-12-31	$20,807,610	222,875	+0.1%	Shares	Sole	2022-02-02
2021-09-30	$17,487,581	222,715	-1.8%	Shares	Sole	2021-10-19
2021-06-30	$16,618,511	226,781	-0.9%	Shares	Sole	2021-08-02
2021-03-31	$17,302,289	228,836	+7.1%	Shares	Sole	2021-05-12
2020-12-31	$16,477,619	213,579	+284.2%	Shares	Sole	2021-01-26
2020-09-30	$15,430,393	55,593	-0.3%	Shares	Sole	2020-10-23
2020-06-30	$13,387,556	55,742	+0.3%	Shares	Sole	2020-08-14
2020-03-31	$13,375,343	55,587	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.