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Pinnacle Wealth Management Group, Inc.: NEE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Pinnacle Wealth Management Group, Inc. on NEE, newest first. How the timeline and the estimate are built.

Pinnacle Wealth Management Group, Inc. held 8,014 NEE shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,014 shares
    Change vs previous 13F +169 shares

    0.33% of the 13F portfolio, value $703,390.

    13F-HR 0001868491-26-000003 filed by Pinnacle Wealth Management Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 7,845 shares
    Change vs previous 13F +77 shares

    0.36% of the 13F portfolio, value $728,641.

    13F-HR 0001868491-26-000002 filed by Pinnacle Wealth Management Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 7,768 shares
    Change vs previous 13F +1,929 shares

    0.31% of the 13F portfolio, value $623,576.

    13F-HR 0001868491-26-000001 filed by Pinnacle Wealth Management Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 5,839 shares
    Change vs previous 13F +160 shares

    0.23% of the 13F portfolio, value $440,816.

    13F-HR 0001868491-25-000006 filed by Pinnacle Wealth Management Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 5,679 shares
    Change vs previous 13F +1,309 shares

    0.23% of the 13F portfolio, value $394,242.

    13F-HR 0001868491-25-000003 filed by Pinnacle Wealth Management Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 4,370 shares
    Change vs previous 13F +12 shares

    0.22% of the 13F portfolio, value $309,774.

    13F-HR 0001868491-25-000002 filed by Pinnacle Wealth Management Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 4,358 shares
    Change vs previous 13F +410 shares

    0.19% of the 13F portfolio, value $312,429.

    13F-HR 0001868491-25-000001 filed by Pinnacle Wealth Management Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 3,948 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $333,703.

    13F-HR 0001868491-24-000007 filed by Pinnacle Wealth Management Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).