Chelsea Counsel Company’s NextEra Energy NEE Stock Holding History

Chelsea Counsel Company’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	$457K	Hold	4,920	–	–	0.2%	72
2025 Q4	$395K	Hold	4,920	–	–	0.17%	77
2025 Q3	$371K	Hold	4,920	–	–	0.16%	78
2025 Q2	$342K	Hold	4,920	–	–	0.17%	84
2025 Q1	$349K	Hold	4,920	–	–	0.19%	79
2024 Q4	$353K	Hold	4,920	–	–	0.18%	78
2024 Q3	$416K	Hold	4,920	–	–	0.21%	75
2024 Q2	$348K	Hold	4,920	–	–	0.17%	81
2024 Q1	$314K	Sell	4,920 -3,133	-39%	-$184K	0.18%	74
2023 Q4	$489K	Sell	8,053 -1,117	-12%	-$63.7K	0.26%	68
2023 Q3	$525K	Sell	9,170 -1,000	-10%	-$69.2K	0.27%	67
2023 Q2	$755K	Hold	10,170	–	–	0.37%	54
2023 Q1	$784K	Hold	10,170	–	–	0.38%	56
2022 Q4	$850K	Sell	10,170 -8,400	-45%	-$679K	0.42%	53
2022 Q3	$1.46M	Sell	18,570 -1,979	-10%	-$168K	0.9%	29
2022 Q2	$1.59M	Sell	20,549 -950	-4%	-$72.3K	0.82%	32
2022 Q1	$1.82M	Hold	21,499	–	–	0.8%	33
2021 Q4	$2.01M	Sell	21,499 -490	-2%	-$42.3K	0.87%	30
2021 Q3	$1.73M	Hold	21,989	–	–	0.79%	34
2021 Q2	$1.61M	Sell	21,989 -90	-0.4%	-$6.75K	0.74%	36
2021 Q1	$1.67M	Buy	22,079 +200	+0.9%	+$15.6K	0.83%	36
2020 Q4	$1.69M	Sell	21,879 -213	-1%	-$15.9K	0.87%	33
2020 Q3	$1.53M	Buy	22,092 +36	+0.2%	+$2.48K	0.91%	35
2020 Q2	$1.32M	Buy	22,056 +836	+4%	+$50K	0.82%	36
2020 Q1	$1.28M	Buy	21,220 +1,060	+5%	+$66.6K	1%	32
2019 Q4	$1.22M	Sell	20,160 -560	-3%	-$32.7K	0.74%	39
2019 Q3	$1.21M	Sell	20,720 -14,800	-42%	-$801K	0.73%	38
2019 Q2	$1.82M	Hold	35,520	–	–	0.97%	28
2019 Q1	$1.72M	Hold	35,520	–	–	0.92%	32
2018 Q4	$1.54M	Hold	35,520	–	–	0.94%	31
2018 Q3	$1.49M	Buy	35,520 +7,800	+28%	+$332K	0.78%	36
2018 Q2	$1.16M	Sell	27,720 -7,600	-22%	-$307K	0.69%	43
2018 Q1	$1.44M	Hold	35,320	–	–	0.93%	31
2017 Q4	$1.38M	Buy	35,320 +800	+2%	+$30.9K	0.74%	34
2017 Q3	$1.26M	Buy	34,520 +1,040	+3%	+$38.1K	0.63%	36
2017 Q2	$1.17M	Hold	33,480	–	–	0.61%	39
2017 Q1	$1.07M	Hold	33,480	–	–	0.55%	41
2016 Q4	$1M	Sell	33,480 -3,600	-10%	-$108K	0.53%	45
2016 Q3	$1.13M	Hold	37,080	–	–	0.58%	39
2016 Q2	$1.21M	Hold	37,080	–	–	0.55%	43
2016 Q1	$1.1M	Hold	37,080	–	–	0.35%	53
2015 Q4	$963K	Sell	37,080 -1,600	-4%	-$40.5K	0.29%	56
2015 Q3	$944K	Hold	38,680	–	–	0.22%	61
2015 Q2	$948K	Sell	38,680 -240	-0.6%	-$6.1K	0.21%	61
2015 Q1	$1.01M	Hold	38,920	–	–	0.22%	57
2014 Q4	$1.03M	Hold	38,920	–	–	0.21%	57
2014 Q3	$913K	Hold	38,920	–	–	0.18%	61
2014 Q2	$997K	Hold	38,920	–	–	0.19%	60
2014 Q1	$931K	Buy	38,920 +10,400	+36%	+$236K	0.19%	61
2013 Q4	$610K	Sell	28,520 -10,400	-27%	-$219K	0.14%	64
2013 Q3	$780K	Buy	38,920 +10,400	+36%	+$215K	0.16%	65
2013 Q2	$581K	Buy	+28,520	New	+$566K	0.15%	63

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

Chelsea Counsel Company's NEE Position: Q1 2026 in Review

Chelsea Counsel Company held its NextEra Energy (NEE) position steady in Q1 2026 at 4,920 shares worth $457K. The position accounts for 0.2% of the portfolio, ranked #72.

Chelsea Counsel Company first reported a position in NEE in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.01M in Q4 2021. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Chelsea Counsel Company held 4,920 shares of NextEra Energy worth $457K as of Q1 2026.
Chelsea Counsel Company left its NextEra Energy share count unchanged in Q1 2026.
NextEra Energy made up 0.2% of Chelsea Counsel Company's portfolio in Q1 2026, its #72 holding.
Chelsea Counsel Company first reported a position in NextEra Energy in Q2 2013 and has held it in 52 quarters since.
Chelsea Counsel Company's NextEra Energy position peaked at $2.01M in Q4 2021.
3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Chelsea Counsel Company's 13F filing for Q1 2026, filed 24 Apr 2026.