Cheviot Value Management’s NextEra Energy NEE Stock Holding History

Cheviot Value 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 Q2	$19.6K	Hold	223	–	–	﹤0.01%	265
2026 Q1	$20.7K	Hold	223	–	–	﹤0.01%	251
2025 Q4	$19.5K	Hold	223	–	–	﹤0.01%	258
2025 Q3	$18.6K	Hold	223	–	–	﹤0.01%	275
2025 Q2	$16.1K	Hold	223	–	–	﹤0.01%	264
2025 Q1	$14.7K	Buy	+223	New	+$15.7K	﹤0.01%	265

Other funds holding NEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cheviot Value Management's NEE Position: Q2 2026 in Review

Cheviot Value Management held its NextEra Energy (NEE) position steady in Q2 2026 at 223 shares worth $19.6K. The position accounts for ﹤0.01% of the portfolio, ranked #265.

Cheviot Value Management first reported a position in NEE in Q1 2025 and has held it in 6 quarters since. The position peaked at $20.7K in Q1 2026. 3,023 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Cheviot Value Management held 223 shares of NextEra Energy worth $19.6K as of Q2 2026.
Cheviot Value Management left its NextEra Energy share count unchanged in Q2 2026.
NextEra Energy made up ﹤0.01% of Cheviot Value Management's portfolio in Q2 2026, its #265 holding.
Cheviot Value Management first reported a position in NextEra Energy in Q1 2025 and has held it in 6 quarters since.
Cheviot Value Management's NextEra Energy position peaked at $20.7K in Q1 2026.
3,023 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Cheviot Value Management's 13F filing for Q2 2026, filed 6 Aug 2026.