Chilton Investment Company’s NextEra Energy NEE Stock Holding History

Chilton Investment 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	$2.34M	Buy	25,218 +10,125	+67%	+$900K	0.06%	119
2025 Q4	$1.21M	Buy	15,093 +107	+0.7%	+$8.86K	0.03%	140
2025 Q3	$1.13M	Buy	14,986 +4,146	+38%	+$303K	0.02%	141
2025 Q2	$753K	Sell	10,840 -746	-6%	-$51.8K	0.02%	127
2025 Q1	$821K	Buy	11,586 +1,624	+16%	+$115K	0.02%	120
2024 Q4	$714K	Hold	9,962	–	–	0.02%	122
2024 Q3	$842K	Hold	9,962	–	–	0.02%	117
2024 Q2	$705K	Sell	9,962 -200	-2%	-$14.2K	0.02%	114
2024 Q1	$649K	Sell	10,162 -324	-3%	-$19K	0.02%	124
2023 Q4	$637K	Buy	10,486 +800	+8%	+$45.6K	0.02%	115
2023 Q3	$555K	Buy	9,686 +1,290	+15%	+$89.3K	0.02%	117
2023 Q2	$623K	Buy	8,396 +2,720	+48%	+$206K	0.02%	113
2023 Q1	$438K	Hold	5,676	–	–	0.01%	118
2022 Q4	$475K	Hold	5,676	–	–	0.01%	106
2022 Q3	$445K	Sell	5,676 -1,893	-25%	-$161K	0.01%	114
2022 Q2	$586K	Buy	+7,569	New	+$576K	0.02%	116

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

Chilton Investment Company's NEE Position: Q1 2026 in Review

Chilton Investment Company increased its NextEra Energy (NEE) stake by 67% in Q1 2026, buying an estimated $900K and bringing the position to 25,218 shares worth $2.34M. The position accounts for 0.06% of the portfolio, ranked #119.

Chilton Investment Company first reported a position in NEE in Q2 2022 and has held it in 16 quarters since. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Chilton Investment Company held 25,218 shares of NextEra Energy worth $2.34M as of Q1 2026.
Chilton Investment Company bought 10,125 NextEra Energy shares in Q1 2026, an estimated $900K.
NextEra Energy made up 0.06% of Chilton Investment Company's portfolio in Q1 2026, its #119 holding.
Chilton Investment Company first reported a position in NextEra Energy in Q2 2022 and has held it in 16 quarters since.
3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Chilton Investment Company's 13F filing for Q1 2026, filed 15 May 2026.