Charles Schwab’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.63B | Buy |
17,515,154
+294,524
| +2% | +$26.2M | 0.25% | 73 |
|
|
2025
Q4 | $1.38B | Buy |
17,220,630
+253,273
| +1% | +$21M | 0.21% | 77 |
|
|
2025
Q3 | $1.28B | Buy |
16,967,357
+180,629
| +1% | +$13.2M | 0.2% | 80 |
|
|
2025
Q2 | $1.17B | Buy |
16,786,728
+340,315
| +2% | +$23.6M | 0.2% | 85 |
|
|
2025
Q1 | $1.17B | Buy |
16,446,413
+2,815,629
| +21% | +$199M | 0.22% | 74 |
|
|
2024
Q4 | $977M | Buy |
13,630,784
+345,999
| +3% | +$26.9M | 0.18% | 92 |
|
|
2024
Q3 | $1.12B | Buy |
13,284,785
+86,758
| +0.7% | +$6.77M | 0.21% | 79 |
|
|
2024
Q2 | $935M | Buy |
13,198,027
+2,152,594
| +19% | +$153M | 0.18% | 96 |
|
|
2024
Q1 | $706M | Buy |
11,045,433
+262,759
| +2% | +$15.4M | 0.16% | 112 |
|
|
2023
Q4 | $655M | Buy |
10,782,674
+429,979
| +4% | +$24.5M | 0.17% | 109 |
|
|
2023
Q3 | $593M | Buy |
10,352,695
+148,674
| +1% | +$10.3M | 0.17% | 106 |
|
|
2023
Q2 | $757M | Buy |
10,204,021
+160,226
| +2% | +$12.1M | 0.22% | 79 |
|
|
2023
Q1 | $774M | Buy |
10,043,795
+62,471
| +0.6% | +$4.8M | 0.24% | 79 |
|
|
2022
Q4 | $834M | Buy |
9,981,324
+326,482
| +3% | +$26.4M | 0.27% | 70 |
|
|
2022
Q3 | $757M | Buy |
9,654,842
+255,276
| +3% | +$21.7M | 0.27% | 65 |
|
|
2022
Q2 | $728M | Buy |
9,399,566
+89,636
| +1% | +$6.82M | 0.25% | 77 |
|
|
2022
Q1 | $789M | Buy |
9,309,930
+282,012
| +3% | +$22.6M | 0.24% | 79 |
|
|
2021
Q4 | $843M | Buy |
9,027,918
+253,865
| +3% | +$21.9M | 0.25% | 74 |
|
|
2021
Q3 | $689M | Buy |
8,774,053
+117,023
| +1% | +$9.44M | 0.23% | 77 |
|
|
2021
Q2 | $634M | Sell |
8,657,030
-7,931
| -0.1% | -$595K | 0.21% | 87 |
|
|
2021
Q1 | $655M | Buy |
8,664,961
+196,643
| +2% | +$15.3M | 0.24% | 77 |
|
|
2020
Q4 | $653M | Buy |
8,468,318
+154,310
| +2% | +$11.5M | 0.26% | 73 |
|
|
2020
Q3 | $577M | Sell |
8,314,008
-519,016
| -6% | -$35.8M | 0.27% | 74 |
|
|
2020
Q2 | $530M | Buy |
8,833,024
+54,880
| +0.6% | +$3.28M | 0.26% | 77 |
|
|
2020
Q1 | $528M | Buy |
8,778,144
+70,100
| +0.8% | +$4.41M | 0.31% | 64 |
|
|
2019
Q4 | $527M | Buy |
8,708,044
+135,712
| +2% | +$7.92M | 0.28% | 66 |
|
|
2019
Q3 | $499M | Buy |
8,572,332
+370,192
| +5% | +$20M | 0.29% | 63 |
|
|
2019
Q2 | $420M | Buy |
8,202,140
+217,808
| +3% | +$10.7M | 0.26% | 72 |
|
|
2019
Q1 | $386M | Buy |
7,984,332
+318,296
| +4% | +$14.6M | 0.25% | 73 |
|
|
2018
Q4 | $333M | Buy |
7,666,036
+261,664
| +4% | +$11.4M | 0.26% | 70 |
|
|
2018
Q3 | $310M | Buy |
7,404,372
+462,908
| +7% | +$19.7M | 0.21% | 82 |
|
|
2018
Q2 | $290M | Buy |
6,941,464
+213,228
| +3% | +$8.61M | 0.21% | 80 |
|
|
2018
Q1 | $275M | Buy |
6,728,236
+249,772
| +4% | +$9.63M | 0.21% | 85 |
|
|
2017
Q4 | $253M | Buy |
6,478,464
+236,160
| +4% | +$9.12M | 0.2% | 85 |
|
|
2017
Q3 | $229M | Buy |
6,242,304
+173,396
| +3% | +$6.35M | 0.2% | 89 |
|
|
2017
Q2 | $213M | Buy |
6,068,908
+249,612
| +4% | +$8.53M | 0.2% | 92 |
|
|
2017
Q1 | $187M | Buy |
5,819,296
+266,304
| +5% | +$8.37M | 0.19% | 96 |
|
|
2016
Q4 | $166M | Buy |
5,552,992
+194,300
| +4% | +$5.81M | 0.18% | 101 |
|
|
2016
Q3 | $164M | Buy |
5,358,692
+167,976
| +3% | +$5.29M | 0.19% | 94 |
|
|
2016
Q2 | $169M | Buy |
5,190,716
+135,912
| +3% | +$4.08M | 0.21% | 85 |
|
|
2016
Q1 | $150M | Buy |
5,054,804
+169,100
| +3% | +$4.75M | 0.2% | 100 |
|
|
2015
Q4 | $127M | Buy |
4,885,704
+160,672
| +3% | +$4.07M | 0.17% | 112 |
|
|
2015
Q3 | $115M | Buy |
4,725,032
+179,296
| +4% | +$4.56M | 0.17% | 116 |
|
|
2015
Q2 | $111M | Buy |
4,545,736
+88,940
| +2% | +$2.26M | 0.15% | 127 |
|
|
2015
Q1 | $116M | Buy |
4,456,796
+277,332
| +7% | +$7.32M | 0.16% | 120 |
|
|
2014
Q4 | $111M | Buy |
4,179,464
+195,488
| +5% | +$4.94M | 0.17% | 124 |
|
|
2014
Q3 | $93.5M | Buy |
3,983,976
+99,944
| +3% | +$2.41M | 0.15% | 132 |
|
|
2014
Q2 | $99.5M | Sell |
3,884,032
-444,708
| -10% | -$10.8M | 0.17% | 118 |
|
|
2014
Q1 | $103M | Buy |
4,328,740
+160,628
| +4% | +$3.64M | 0.19% | 110 |
|
|
2013
Q4 | $89.2M | Buy |
4,168,112
+59,040
| +1% | +$1.24M | 0.17% | 123 |
|
|
2013
Q3 | $82.3M | Buy |
4,109,072
+748,848
| +22% | +$15.5M | 0.17% | 123 |
|
|
2013
Q2 | $67.4M | Buy |
+3,360,224
| New | +$66.7M | 0.15% | 139 |
|
Other funds holding NEE
VCM
VPM
Charles Schwab's NEE Position: Q1 2026 in Review
Charles Schwab increased its NextEra Energy (NEE) stake by 1.7% in Q1 2026, buying an estimated $26.2M and bringing the position to 17,515,154 shares worth $1.63B. The position accounts for 0.25% of the portfolio, ranked #73.
Charles Schwab first reported a position in NEE in Q2 2013 and has held it in 52 quarters since. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.
- Charles Schwab held 17,515,154 shares of NextEra Energy worth $1.63B as of Q1 2026.
- Charles Schwab bought 294,524 NextEra Energy shares in Q1 2026, an estimated $26.2M.
- NextEra Energy made up 0.25% of Charles Schwab's portfolio in Q1 2026, its #73 holding.
- Charles Schwab first reported a position in NextEra Energy in Q2 2013 and has held it in 52 quarters since.
- 3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.
Based on Charles Schwab's 13F filing for Q1 2026, filed 15 May 2026.