Charter Trust Co

SEC CIK: 0001035463
Latest filing: Jul 15, 2026

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NEE holding history

Nextera Energy Inc in every 13F filed by Charter Trust Co, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

NEE overview All 13F holders of NEE Full Q2 2026 holdings

Shares (Q2 2026): 36,472
Value: $3.20M
% of portfolio: 0.2%
Quarters held: 22; Since Q1 2021

Holdings of NEE by Charter Trust Co, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	36,472	$3.20M	0.2%	+3,565+10.8%	Added	Holders
Q1 2026	32,907	$3.06M	0.2%	−608−1.8%	Reduced	Holders
Q4 2025	33,515	$2.69M	0.2%	−1,836−5.2%	Reduced	Holders
Q3 2025	35,351	$2.67M	0.2%	−8,006−18.5%	Reduced	Holders
Q2 2025	43,357	$3.01M	0.2%	−18,089−29.4%	Reduced	Holders
Q1 2025	61,446	$4.36M	0.3%	−44,202−41.8%	Reduced	Holders
Q4 2024	105,648	$7.57M	0.5%	+3,241+3.2%	Added	Holders
Q3 2024	102,407	$8.66M	0.6%	−4,517−4.2%	Reduced	Holders
Q2 2024	106,924	$7.57M	0.5%	+4,463+4.4%	Added	Holders
Q1 2024	102,461	$6.55M	0.4%	−1,129−1.1%	Reduced	Holders
Q4 2023	103,590	$6.29M	0.5%	−6,682−6.1%	Reduced	Holders
Q3 2023	110,272	$6.32M	0.5%	−2,081−1.9%	Reduced	Holders
Q2 2023	112,353	$8.34M	0.6%	−6,785−5.7%	Reduced	Holders
Q1 2023	119,138	$9.18M	0.7%	−2,696−2.2%	Reduced	Holders
Q4 2022	121,834	$10.2M	0.8%	+212+0.2%	Added	Holders
Q3 2022	121,622	$9.54M	0.8%	−567−0.5%	Reduced	Holders
Q2 2022	122,189	$9.46M	0.8%	+15,879+14.9%	Added	Holders
Q1 2022	106,310	$9.01M	0.8%	−15,376−12.6%	Reduced	Holders
Q4 2021	121,686	$11.4M	1.0%	−561−0.5%	Reduced	Holders
Q3 2021	122,247	$9.60M	0.9%	−450−0.4%	Reduced	Holders
Q2 2021	122,697	$8.99M	0.8%	−1,910−1.5%	Reduced	Holders
Q1 2021	124,607	$9.42M	0.9%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.