Chevy Chase Trust’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
Q1 | $190M | Sell |
2,044,445
-12,262
| -0.6% | -$1.09M | 0.55% | 25 |
|
|
2025
Q4 | $165M | Sell |
2,056,707
-20,694
| -1% | -$1.71M | 0.45% | 34 |
|
|
2025
Q3 | $157M | Sell |
2,077,401
-63,066
| -3% | -$4.61M | 0.43% | 34 |
|
|
2025
Q2 | $149M | Buy |
2,140,467
+13,347
| +0.6% | +$927K | 0.43% | 38 |
|
|
2025
Q1 | $151M | Sell |
2,127,120
-23,501
| -1% | -$1.66M | 0.48% | 31 |
|
|
2024
Q4 | $154M | Sell |
2,150,621
-34,788
| -2% | -$2.7M | 0.47% | 36 |
|
|
2024
Q3 | $185M | Sell |
2,185,409
-16,984
| -0.8% | -$1.33M | 0.57% | 31 |
|
|
2024
Q2 | $156M | Sell |
2,202,393
-33,585
| -2% | -$2.38M | 0.5% | 33 |
|
|
2024
Q1 | $143M | Sell |
2,235,978
-341,927
| -13% | -$20M | 0.47% | 41 |
|
|
2023
Q4 | $157M | Sell |
2,577,905
-8,642
| -0.3% | -$493K | 0.56% | 30 |
|
|
2023
Q3 | $148M | Sell |
2,586,547
-48,493
| -2% | -$3.36M | 0.59% | 31 |
|
|
2023
Q2 | $196M | Sell |
2,635,040
-36,148
| -1% | -$2.74M | 0.73% | 22 |
|
|
2023
Q1 | $206M | Sell |
2,671,188
-54,644
| -2% | -$4.2M | 0.81% | 18 |
|
|
2022
Q4 | $228M | Sell |
2,725,832
-176,802
| -6% | -$14.3M | 0.97% | 14 |
|
|
2022
Q3 | $228M | Buy |
2,902,634
+143,100
| +5% | +$12.1M | 0.97% | 15 |
|
|
2022
Q2 | $214M | Sell |
2,759,534
-184,030
| -6% | -$14M | 0.88% | 17 |
|
|
2022
Q1 | $249M | Sell |
2,943,564
-192,574
| -6% | -$15.4M | 0.86% | 16 |
|
|
2021
Q4 | $293M | Sell |
3,136,138
-24,730
| -0.8% | -$2.14M | 0.94% | 15 |
|
|
2021
Q3 | $248M | Sell |
3,160,868
-45,447
| -1% | -$3.67M | 0.86% | 16 |
|
|
2021
Q2 | $235M | Sell |
3,206,315
-143,636
| -4% | -$10.8M | 0.8% | 19 |
|
|
2021
Q1 | $253M | Sell |
3,349,951
-67,516
| -2% | -$5.27M | 0.9% | 16 |
|
|
2020
Q4 | $264M | Buy |
3,417,467
+17,167
| +0.5% | +$1.28M | 0.94% | 16 |
|
|
2020
Q3 | $236M | Sell |
3,400,300
-60,628
| -2% | -$4.19M | 0.93% | 16 |
|
|
2020
Q2 | $208M | Sell |
3,460,928
-160,312
| -4% | -$9.6M | 0.84% | 19 |
|
|
2020
Q1 | $218M | Buy |
3,621,240
+106,064
| +3% | +$6.67M | 1.01% | 16 |
|
|
2019
Q4 | $213M | Sell |
3,515,176
-8,668
| -0.2% | -$506K | 0.81% | 23 |
|
|
2019
Q3 | $205M | Buy |
3,523,844
+37,440
| +1% | +$2.03M | 0.84% | 22 |
|
|
2019
Q2 | $179M | Buy |
3,486,404
+29,304
| +0.8% | +$1.44M | 0.74% | 27 |
|
|
2019
Q1 | $168M | Buy |
3,457,100
+123,164
| +4% | +$5.63M | 0.7% | 27 |
|
|
2018
Q4 | $145M | Buy |
3,333,936
+155,192
| +5% | +$6.79M | 0.71% | 29 |
|
|
2018
Q3 | $133M | Buy |
3,178,744
+42,300
| +1% | +$1.8M | 0.55% | 38 |
|
|
2018
Q2 | $131M | Buy |
3,136,444
+216,228
| +7% | +$8.73M | 0.57% | 34 |
|
|
2018
Q1 | $119M | Buy |
2,920,216
+57,096
| +2% | +$2.2M | 0.53% | 39 |
|
|
2017
Q4 | $112M | Buy |
2,863,120
+42,296
| +1% | +$1.63M | 0.48% | 46 |
|
|
2017
Q3 | $103M | Buy |
2,820,824
+61,544
| +2% | +$2.25M | 0.47% | 47 |
|
|
2017
Q2 | $96.7M | Buy |
2,759,280
+43,588
| +2% | +$1.49M | 0.46% | 48 |
|
|
2017
Q1 | $87.2M | Buy |
2,715,692
+122,004
| +5% | +$3.84M | 0.43% | 50 |
|
|
2016
Q4 | $77.5M | Sell |
2,593,688
-14,148
| -0.5% | -$423K | 0.41% | 57 |
|
|
2016
Q3 | $79.7M | Sell |
2,607,836
-52,928
| -2% | -$1.67M | 0.44% | 52 |
|
|
2016
Q2 | $86.7M | Buy |
2,660,764
+54,840
| +2% | +$1.65M | 0.48% | 49 |
|
|
2016
Q1 | $77.1M | Buy |
2,605,924
+199,468
| +8% | +$5.6M | 0.44% | 53 |
|
|
2015
Q4 | $62.5M | Buy |
2,406,456
+53,704
| +2% | +$1.36M | 0.37% | 65 |
|
|
2015
Q3 | $57.4M | Buy |
2,352,752
+216,468
| +10% | +$5.5M | 0.36% | 65 |
|
|
2015
Q2 | $52.4M | Buy |
2,136,284
+34,752
| +2% | +$883K | 0.31% | 78 |
|
|
2015
Q1 | $54.7M | Buy |
2,101,532
+69,168
| +3% | +$1.82M | 0.33% | 73 |
|
|
2014
Q4 | $54M | Sell |
2,032,364
-19,160
| -0.9% | -$484K | 0.34% | 72 |
|
|
2014
Q3 | $48.1M | Buy |
2,051,524
+81,924
| +4% | +$1.98M | 0.31% | 77 |
|
|
2014
Q2 | $50.5M | Sell |
1,969,600
-23,908
| -1% | -$582K | 0.35% | 64 |
|
|
2014
Q1 | $47.7M | Buy |
1,993,508
+30,204
| +2% | +$684K | 0.34% | 66 |
|
|
2013
Q4 | $42M | Buy |
1,963,304
+64,120
| +3% | +$1.35M | 0.31% | 80 |
|
|
2013
Q3 | $38.1M | Buy |
1,899,184
+96,412
| +5% | +$1.99M | 0.31% | 75 |
|
|
2013
Q2 | $36.7M | Buy |
+1,802,772
| New | +$35.8M | 0.32% | 69 |
|
Other funds holding NEE
VCM
VPM
Chevy Chase Trust's NEE Position: Q1 2026 in Review
Chevy Chase Trust reduced its NextEra Energy (NEE) stake by 0.6% in Q1 2026, selling an estimated $1.09M and leaving 2,044,445 shares worth $190M. The position accounts for 0.55% of the portfolio, ranked #25.
Chevy Chase Trust first reported a position in NEE in Q2 2013 and has held it in 52 quarters since. The position peaked at $293M in Q4 2021. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.
- Chevy Chase Trust held 2,044,445 shares of NextEra Energy worth $190M as of Q1 2026.
- Chevy Chase Trust sold 12,262 NextEra Energy shares in Q1 2026, an estimated $1.09M.
- NextEra Energy made up 0.55% of Chevy Chase Trust's portfolio in Q1 2026, its #25 holding.
- Chevy Chase Trust first reported a position in NextEra Energy in Q2 2013 and has held it in 52 quarters since.
- Chevy Chase Trust's NextEra Energy position peaked at $293M in Q4 2021.
- 3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.
Based on Chevy Chase Trust's 13F filing for Q1 2026, filed 15 May 2026.