One Charles Private Wealth Services’s NextEra Energy NEE Stock Holding History

One Charles Private Wealth Services’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	$203K	Buy	2,310 +4	+0.2%	+$362	0.05%	169
2026 Q1	$214K	Buy	+2,306	New	+$205K	0.05%	150
2024 Q4	–	Sell	-2,528	Closed	-$214K	–	158
2024 Q3	$214K	Buy	+2,528	New	+$197K	0.08%	144
2023 Q3	–	Sell	-2,840	Closed	-$211K	–	129
2023 Q2	$211K	Hold	2,840	–	–	0.12%	119
2023 Q1	$219K	Hold	2,840	–	–	0.14%	114
2022 Q4	$237K	Buy	2,840 +22	+0.8%	+$1.78K	0.15%	101
2022 Q3	$221K	Hold	2,818	–	–	0.15%	110
2022 Q2	$226K	Buy	2,818 +95	+3%	+$7.23K	0.15%	105
2022 Q1	$231K	Sell	2,723 -61	-2%	-$4.89K	0.14%	105
2021 Q4	$260K	Buy	2,784 +65	+2%	+$5.62K	0.15%	103
2021 Q3	$214K	Sell	2,719 -1,584	-37%	-$128K	0.12%	113
2021 Q2	$315K	Buy	4,303 +1,013	+31%	+$76K	0.21%	78
2021 Q1	$249K	Buy	3,290 +246	+8%	+$19.2K	1.14%	30
2020 Q4	$235K	Buy	+3,044	New	+$228K	2.23%	20
2020 Q3	–	Sell	-4,384	Closed	-$311K	–	67
2020 Q2	$311K	Buy	+4,384	New	+$262K	0.16%	67

Other funds holding NEE

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

One Charles Private Wealth Services's NEE Position: Q2 2026 in Review

One Charles Private Wealth Services increased its NextEra Energy (NEE) stake by 0.17% in Q2 2026, buying an estimated $362 and bringing the position to 2,310 shares worth $203K. The position accounts for 0.05% of the portfolio, ranked #169.

One Charles Private Wealth Services first reported a position in NEE in Q2 2020 and has held it in 15 quarters since. The position peaked at $315K in Q2 2021. 900 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

One Charles Private Wealth Services held 2,310 shares of NextEra Energy worth $203K as of Q2 2026.
One Charles Private Wealth Services bought 4 NextEra Energy shares in Q2 2026, an estimated $362.
NextEra Energy made up 0.05% of One Charles Private Wealth Services's portfolio in Q2 2026, its #169 holding.
One Charles Private Wealth Services first reported a position in NextEra Energy in Q2 2020 and has held it in 15 quarters since.
One Charles Private Wealth Services's NextEra Energy position peaked at $315K in Q2 2021.
900 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on One Charles Private Wealth Services's 13F filing for Q2 2026, filed 15 Jul 2026.