Charter Research & Investment Group’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
Q2 | $486K | Hold |
5,533
| – | – | 0.29% | 63 |
|
|
2026
Q1 | $514K | Sell |
5,533
-100
| -2% | -$8.89K | 0.34% | 56 |
|
|
2025
Q4 | $452K | Hold |
5,633
| – | – | 0.3% | 61 |
|
|
2025
Q3 | $425K | Hold |
5,633
| – | – | 0.29% | 62 |
|
|
2025
Q2 | $391K | Hold |
5,633
| – | – | 0.29% | 63 |
|
|
2025
Q1 | $399K | Sell |
5,633
-70
| -1% | -$4.94K | 0.31% | 61 |
|
|
2024
Q4 | $409K | Hold |
5,703
| – | – | 0.31% | 63 |
|
|
2024
Q3 | $482K | Hold |
5,703
| – | – | 0.36% | 60 |
|
|
2024
Q2 | $404K | Sell |
5,703
-70
| -1% | -$4.97K | 0.32% | 65 |
|
|
2024
Q1 | $369K | Hold |
5,773
| – | – | 0.29% | 66 |
|
|
2023
Q4 | $351K | Hold |
5,773
| – | – | 0.29% | 65 |
|
|
2023
Q3 | $331K | Hold |
5,773
| – | – | 0.3% | 65 |
|
|
2023
Q2 | $428K | Sell |
5,773
-120
| -2% | -$9.09K | 0.36% | 62 |
|
|
2023
Q1 | $454K | Buy |
5,893
+1,200
| +26% | +$92.3K | 0.4% | 57 |
|
|
2022
Q4 | $392K | Hold |
4,693
| – | – | 0.38% | 58 |
|
|
2022
Q3 | $368K | Sell |
4,693
-35
| -0.7% | -$2.97K | 0.37% | 58 |
|
|
2022
Q2 | $366K | Sell |
4,728
-22
| -0.5% | -$1.68K | 0.33% | 60 |
|
|
2022
Q1 | $402K | Sell |
4,750
-24
| -0.5% | -$1.92K | 0.33% | 62 |
|
|
2021
Q4 | $446K | Hold |
4,774
| – | – | 0.35% | 60 |
|
|
2021
Q3 | $375K | Hold |
4,774
| – | – | 0.31% | 62 |
|
|
2021
Q2 | $350K | Hold |
4,774
| – | – | 0.29% | 64 |
|
|
2021
Q1 | $361K | Buy |
4,774
+40
| +0.8% | +$3.12K | 0.32% | 65 |
|
|
2020
Q4 | $365K | Sell |
4,734
-190
| -4% | -$14.2K | 0.35% | 62 |
|
|
2020
Q3 | $342K | Sell |
4,924
-200
| -4% | -$13.8K | 0.37% | 59 |
|
|
2020
Q2 | $308K | Hold |
5,124
| – | – | 0.36% | 63 |
|
|
2020
Q1 | $308K | Hold |
5,124
| – | – | 0.41% | 59 |
|
|
2019
Q4 | $310K | Sell |
5,124
-320
| -6% | -$18.7K | 0.32% | 67 |
|
|
2019
Q3 | $317K | Hold |
5,444
| – | – | 0.34% | 65 |
|
|
2019
Q2 | $279K | Hold |
5,444
| – | – | 0.31% | 66 |
|
|
2019
Q1 | $263K | Hold |
5,444
| – | – | 0.29% | 70 |
|
|
2018
Q4 | $237K | Hold |
5,444
| – | – | 0.3% | 69 |
|
|
2018
Q3 | $228K | Sell |
5,444
-100
| -2% | -$4.26K | 0.25% | 73 |
|
|
2018
Q2 | $232K | Hold |
5,544
| – | – | 0.27% | 69 |
|
|
2018
Q1 | $226K | Buy |
+5,544
| New | +$214K | 0.27% | 67 |
|
Other funds holding NEE
Charter Research & Investment Group's NEE Position: Q2 2026 in Review
Charter Research & Investment Group held its NextEra Energy (NEE) position steady in Q2 2026 at 5,533 shares worth $486K. The position accounts for 0.29% of the portfolio, ranked #63.
Charter Research & Investment Group first reported a position in NEE in Q1 2018 and has held it in 34 quarters since. The position peaked at $514K in Q1 2026. 3,051 funds tracked by Wall St. Rank hold NEE as of Q2 2026.
- Charter Research & Investment Group held 5,533 shares of NextEra Energy worth $486K as of Q2 2026.
- Charter Research & Investment Group left its NextEra Energy share count unchanged in Q2 2026.
- NextEra Energy made up 0.29% of Charter Research & Investment Group's portfolio in Q2 2026, its #63 holding.
- Charter Research & Investment Group first reported a position in NextEra Energy in Q1 2018 and has held it in 34 quarters since.
- Charter Research & Investment Group's NextEra Energy position peaked at $514K in Q1 2026.
- 3,051 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.
Based on Charter Research & Investment Group's 13F filing for Q2 2026, filed 13 Aug 2026.