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 Q2	$2.2M	Sell	25,079 -139	-0.6%	-$12.6K	0.05%	129
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 $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

Chilton Investment Company's NEE Position: Q2 2026 in Review

Chilton Investment Company reduced its NextEra Energy (NEE) stake by 0.55% in Q2 2026, selling an estimated $12.6K and leaving 25,079 shares worth $2.2M. The position accounts for 0.05% of the portfolio, ranked #129.

Chilton Investment Company first reported a position in NEE in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.34M in Q1 2026. 3,042 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Chilton Investment Company held 25,079 shares of NextEra Energy worth $2.2M as of Q2 2026.
Chilton Investment Company sold 139 NextEra Energy shares in Q2 2026, an estimated $12.6K.
NextEra Energy made up 0.05% of Chilton Investment Company's portfolio in Q2 2026, its #129 holding.
Chilton Investment Company first reported a position in NextEra Energy in Q2 2022 and has held it in 17 quarters since.
Chilton Investment Company's NextEra Energy position peaked at $2.34M in Q1 2026.
3,042 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Chilton Investment Company's 13F filing for Q2 2026, filed 14 Aug 2026.