Charter Research & Investment Group’s NextEra Energy NEE Stock Holding History

Charter Research & Investment Group’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	$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

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 Research & Investment Group's NEE Position: Q1 2026 in Review

Charter Research & Investment Group reduced its NextEra Energy (NEE) stake by 1.8% in Q1 2026, selling an estimated $8.89K and leaving 5,533 shares worth $514K. The position accounts for 0.34% of the portfolio, ranked #56.

Charter Research & Investment Group first reported a position in NEE in Q1 2018 and has held it in 33 quarters since. 3,033 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Charter Research & Investment Group held 5,533 shares of NextEra Energy worth $514K as of Q1 2026.
Charter Research & Investment Group sold 100 NextEra Energy shares in Q1 2026, an estimated $8.89K.
NextEra Energy made up 0.34% of Charter Research & Investment Group's portfolio in Q1 2026, its #56 holding.
Charter Research & Investment Group first reported a position in NextEra Energy in Q1 2018 and has held it in 33 quarters since.
3,033 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Charter Research & Investment Group's 13F filing for Q1 2026, filed 12 May 2026.