Charter Oak Capital Management’s NextEra Energy NEE Stock Holding History

Charter Oak 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 Q1	$1.15M	Sell	12,404 -314	-2%	-$27.9K	0.09%	78
2025 Q4	$1.02M	Buy	12,718 +422	+3%	+$35K	0.08%	84
2025 Q3	$928K	Sell	12,296 -281	-2%	-$20.5K	0.07%	88
2025 Q2	$873K	Sell	12,577 -539	-4%	-$37.4K	0.07%	85
2025 Q1	$930K	Buy	13,116 +45	+0.3%	+$3.18K	0.09%	78
2024 Q4	$937K	Sell	13,071 -408	-3%	-$31.7K	0.09%	75
2024 Q3	$1.14M	Buy	13,479 +23	+0.2%	+$1.79K	0.11%	68
2024 Q2	$953K	Sell	13,456 -707	-5%	-$50.2K	0.1%	70
2024 Q1	$905K	Buy	14,163 +926	+7%	+$54.2K	0.1%	75
2023 Q4	$804K	Sell	13,237 -97	-0.7%	-$5.53K	0.1%	74
2023 Q3	$764K	Sell	13,334 -320	-2%	-$22.2K	0.1%	75
2023 Q2	$1.01M	Buy	13,654 +180	+1%	+$13.6K	0.13%	68
2023 Q1	$1.04M	Buy	13,474 +130	+1%	+$10K	0.14%	64
2022 Q4	$1.12M	Buy	13,344 +31	+0.2%	+$2.5K	0.17%	61
2022 Q3	$1.04M	Buy	13,313 +696	+6%	+$59K	0.17%	58
2022 Q2	$977K	Buy	12,617 +1	+0%	+$76	0.13%	66
2022 Q1	$1.07M	Buy	12,616 +1,300	+11%	+$104K	0.13%	71
2021 Q4	$1.06M	Sell	11,316 -349	-3%	-$30.2K	0.12%	69
2021 Q3	$916K	Buy	11,665 +1,377	+13%	+$111K	0.11%	78
2021 Q2	$754K	Sell	10,288 -49	-0.5%	-$3.68K	0.1%	90
2021 Q1	$782K	Hold	10,337	–	–	0.11%	87
2020 Q4	$797K	Buy	+10,337	New	+$773K	0.12%	81

Other funds holding NEE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charter Oak Capital Management's NEE Position: Q1 2026 in Review

Charter Oak Capital Management reduced its NextEra Energy (NEE) stake by 2.5% in Q1 2026, selling an estimated $27.9K and leaving 12,404 shares worth $1.15M. The position accounts for 0.09% of the portfolio, ranked #78.

Charter Oak Capital Management first reported a position in NEE in Q4 2020 and has held it in 22 quarters since. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Charter Oak Capital Management held 12,404 shares of NextEra Energy worth $1.15M as of Q1 2026.
Charter Oak Capital Management sold 314 NextEra Energy shares in Q1 2026, an estimated $27.9K.
NextEra Energy made up 0.09% of Charter Oak Capital Management's portfolio in Q1 2026, its #78 holding.
Charter Oak Capital Management first reported a position in NextEra Energy in Q4 2020 and has held it in 22 quarters since.
3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Charter Oak Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.