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Charles Schwab Trust’s NextEra Energy NEE Stock Holding History

Charles Schwab Trust’s Portfolio NEE Stock Details NEE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$851K Buy
9,693
+303
+3% +$27.4K 0.05% 107
2026
Q1 		$872K Buy
9,390
+2,797
+42% +$249K 0.06% 94
2025
Q4 		$529K Sell
6,593
-76
-1% -$6.29K 0.03% 113
2025
Q3 		$503K Hold
6,669
– – 0.03% 119
2025
Q2 		$463K Sell
6,669
-310
-4% -$21.5K 0.03% 125
2025
Q1 		$495K Sell
6,979
-640
-8% -$45.2K 0.04% 113
2024
Q4 		$546K Buy
7,619
+170
+2% +$13.2K 0.05% 107
2024
Q3 		$630K Sell
7,449
-500
-6% -$39K 0.05% 98
2024
Q2 		$563K Buy
7,949
+2,229
+39% +$158K 0.05% 104
2024
Q1 		$366K Sell
5,720
-1,691
-23% -$99.1K 0.03% 127
2023
Q4 		$450K Sell
7,411
-1,298
-15% -$74K 0.04% 120
2023
Q3 		$499K Buy
8,709
+5,713
+191% +$395K 0.06% 122
2023
Q2 		$220K Buy
2,996
+52
+2% +$3.94K 0.03% 134
2023
Q1 		$227K Sell
2,944
-2,732
-48% -$210K 0.03% 132
2022
Q4 		$475K Buy
+5,676
New +$459K 0.06% 104
2022
Q2 		– Sell
-2,410
Closed -$204K – 155
2022
Q1 		$204K Sell
2,410
-4,174
-63% -$335K 0.04% 149
2021
Q4 		$615K Sell
6,584
-191
-3% -$16.5K 0.1% 99
2021
Q3 		$532K Sell
6,775
-341
-5% -$27.5K 0.1% 117
2021
Q2 		$521K Buy
7,116
+532
+8% +$39.9K 0.1% 119
2021
Q1 		$499K Sell
6,584
-416
-6% -$32.5K 0.1% 121
2020
Q4 		$540K Hold
7,000
– – 0.13% 109
2020
Q3 		$486K Buy
7,000
+200
+3% +$13.8K 0.15% 98
2020
Q2 		$409K Sell
6,800
-416
-6% -$24.9K 0.14% 106
2020
Q1 		$434K Sell
7,216
-2,988
-29% -$188K 0.18% 92
2019
Q4 		$618K Buy
10,204
+4,000
+64% +$234K 0.24% 86
2019
Q3 		$360K Buy
+6,204
New +$336K 0.17% 103

Other funds holding NEE

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Charles Schwab Trust's NEE Position: Q2 2026 in Review

Charles Schwab Trust increased its NextEra Energy (NEE) stake by 3.2% in Q2 2026, buying an estimated $27.4K and bringing the position to 9,693 shares worth $851K. The position accounts for 0.05% of the portfolio, ranked #107.

Charles Schwab Trust first reported a position in NEE in Q3 2019 and has held it in 26 quarters since. The position peaked at $872K in Q1 2026. 1,451 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Charles Schwab Trust held 9,693 shares of NextEra Energy worth $851K as of Q2 2026.
  • Charles Schwab Trust bought 303 NextEra Energy shares in Q2 2026, an estimated $27.4K.
  • NextEra Energy made up 0.05% of Charles Schwab Trust's portfolio in Q2 2026, its #107 holding.
  • Charles Schwab Trust first reported a position in NextEra Energy in Q3 2019 and has held it in 26 quarters since.
  • Charles Schwab Trust's NextEra Energy position peaked at $872K in Q1 2026.
  • 1,451 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Charles Schwab Trust's 13F filing for Q2 2026, filed 10 Jul 2026.