Charter Capital Management’s NextEra Energy NEE Stock Holding History

Charter Capital Management’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	$515K	Buy	5,873 +146	+3%	+$13.2K	0.23%	39
2026 Q1	$532K	Hold	5,727	–	–	0.27%	36
2025 Q4	$460K	Sell	5,727 -3,199	-36%	-$265K	0.24%	41
2025 Q3	$674K	Buy	8,926 +1	+0%	+$73	0.36%	27
2025 Q2	$620K	Buy	+8,925	New	+$620K	0.36%	27

Other funds holding NEE

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 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 Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

CWG

C WorldWide Group Copenhagen, Denmark $4.15B AUM 13.14% 1-Year Est. Return

Charter Capital Management's NEE Position: Q2 2026 in Review

Charter Capital Management increased its NextEra Energy (NEE) stake by 2.5% in Q2 2026, buying an estimated $13.2K and bringing the position to 5,873 shares worth $515K. The position accounts for 0.23% of the portfolio, ranked #39.

Charter Capital Management first reported a position in NEE in Q2 2025 and has held it in 5 quarters since. The position peaked at $674K in Q3 2025. 1,626 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Charter Capital Management held 5,873 shares of NextEra Energy worth $515K as of Q2 2026.
Charter Capital Management bought 146 NextEra Energy shares in Q2 2026, an estimated $13.2K.
NextEra Energy made up 0.23% of Charter Capital Management's portfolio in Q2 2026, its #39 holding.
Charter Capital Management first reported a position in NextEra Energy in Q2 2025 and has held it in 5 quarters since.
Charter Capital Management's NextEra Energy position peaked at $674K in Q3 2025.
1,626 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Charter Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.