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Chatham Capital Group’s NextEra Energy NEE Stock Holding History

Chatham Capital 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
Q2 		$512K Sell
5,832
-820
-12% -$74.2K 0.07% 162
2026
Q1 		$618K Hold
6,652
– – 0.09% 149
2025
Q4 		$534K Buy
6,652
+346
+5% +$28.7K 0.08% 154
2025
Q3 		$476K Sell
6,306
-1,925
-23% -$141K 0.07% 157
2025
Q2 		$571K Sell
8,231
-2,160
-21% -$150K 0.09% 148
2025
Q1 		$737K Sell
10,391
-5,868
-36% -$414K 0.12% 135
2024
Q4 		$1.17M Sell
16,259
-275
-2% -$21.4K 0.19% 117
2024
Q3 		$1.4M Sell
16,534
-125
-0.8% -$9.76K 0.23% 106
2024
Q2 		$1.18M Hold
16,659
– – 0.21% 111
2024
Q1 		$1.06M Sell
16,659
-150
-0.9% -$8.79K 0.2% 115
2023
Q4 		$1.02M Sell
16,809
-2,390
-12% -$136K 0.21% 115
2023
Q3 		$1.1M Sell
19,199
-190
-1% -$13.2K 0.25% 110
2023
Q2 		$1.44M Sell
19,389
-1,500
-7% -$114K 0.3% 95
2023
Q1 		$1.61M Sell
20,889
-3,410
-14% -$262K 0.36% 89
2022
Q4 		$2.03M Sell
24,299
-787
-3% -$63.6K 0.48% 72
2022
Q3 		$1.97M Sell
25,086
-50
-0.2% -$4.24K 0.48% 67
2022
Q2 		$1.95M Sell
25,136
-1,724
-6% -$131K 0.44% 66
2022
Q1 		$2.27M Sell
26,860
-25,680
-49% -$2.06M 0.44% 64
2021
Q4 		$4.91M Buy
52,540
+115
+0.2% +$9.94K 0.89% 34
2021
Q3 		$4.12M Buy
52,425
+1,925
+4% +$155K 0.79% 38
2021
Q2 		$3.7M Sell
50,500
-700
-1% -$52.5K 0.72% 45
2021
Q1 		$3.87M Buy
51,200
+1,170
+2% +$91.3K 0.81% 39
2020
Q4 		$3.86M Buy
50,030
+45,558
+1,019% +$3.41M 0.87% 35
2020
Q3 		$310K Buy
+4,472
New +$309K 0.08% 134

Other funds holding NEE

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Chatham Capital Group's NEE Position: Q2 2026 in Review

Chatham Capital Group reduced its NextEra Energy (NEE) stake by 12% in Q2 2026, selling an estimated $74.2K and leaving 5,832 shares worth $512K. The position accounts for 0.07% of the portfolio, ranked #162.

Chatham Capital Group first reported a position in NEE in Q3 2020 and has held it in 24 quarters since. The position peaked at $4.91M in Q4 2021. 560 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Chatham Capital Group held 5,832 shares of NextEra Energy worth $512K as of Q2 2026.
  • Chatham Capital Group sold 820 NextEra Energy shares in Q2 2026, an estimated $74.2K.
  • NextEra Energy made up 0.07% of Chatham Capital Group's portfolio in Q2 2026, its #162 holding.
  • Chatham Capital Group first reported a position in NextEra Energy in Q3 2020 and has held it in 24 quarters since.
  • Chatham Capital Group's NextEra Energy position peaked at $4.91M in Q4 2021.
  • 560 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Chatham Capital Group's 13F filing for Q2 2026, filed 13 Jul 2026.