Nextera Energy shares owned by Charles Schwab Trust
Quarter-by-quarter ownership of Nextera Energy (NEE) shares owned by Charles Schwab Trust
from 13F filings
Historical chart of Charles Schwab Trust investment in Nextera Energy
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Quarterly reported holdings in Nextera Energy by Charles Schwab Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $503k | 6.7k | 75.49 |
| 2025-06-30 | $463k | 6.7k | 69.42 |
| 2025-03-31 | $495k | 7.0k | 70.89 |
| 2024-12-31 | $546k | 7.6k | 71.69 |
| 2024-09-30 | $630k | 7.4k | 84.53 |
| 2024-06-30 | $563k | 7.9k | 70.81 |
| 2024-03-31 | $366k | 5.7k | 63.91 |
| 2023-12-31 | $450k | 7.4k | 60.74 |
| 2023-09-30 | $499k | 8.7k | 57.29 |
| 2023-06-30 | $220k | 3.0k | 73.46 |
| 2023-03-31 | $227k | 2.9k | 77.08 |
| 2022-12-31 | $475k | 5.7k | 83.60 |
| 2022-03-31 | $204k | 2.4k | 84.65 |
| 2021-12-31 | $615k | 6.6k | 93.41 |
| 2021-09-30 | $532k | 6.8k | 78.52 |
| 2021-06-30 | $521k | 7.1k | 73.22 |
| 2021-03-31 | $499k | 6.6k | 75.79 |
| 2020-12-31 | $540k | 7.0k | 77.14 |
| 2020-09-30 | $486k | 1.8k | 277.71 |
| 2020-06-30 | $409k | 1.7k | 240.59 |
| 2020-03-31 | $434k | 1.8k | 240.58 |
| 2019-12-31 | $618k | 2.6k | 242.26 |
| 2019-09-30 | $360k | 1.6k | 232.11 |