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Nextera Energy shares owned by Charter Oak Capital Management

Quarter-by-quarter ownership of Nextera Energy (NEE) shares owned by Charter Oak Capital Management from 13F filings

Historical chart of Charter Oak Capital Management investment in Nextera Energy

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All positions including Nextera Energy held by Charter Oak Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Nextera Energy by Charter Oak Capital Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $905k 14k 63.91
2023-12-31 $804k 13k 60.74
2023-09-30 $764k 13k 57.29
2023-06-30 $1.0M 14k 74.20
2023-03-31 $1.0M 14k 77.08
2022-12-31 $1.1M 13k 83.60
2022-09-30 $1.0M 13k 78.42
2022-06-30 $977k 13k 77.44
2022-03-31 $1.1M 13k 84.73
2021-12-31 $1.1M 11k 93.32
2021-09-30 $916k 12k 78.53
2021-06-30 $754k 10k 73.29
2021-03-31 $782k 10k 75.65
2020-12-31 $797k 10k 77.10