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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Quarterly reported holdings in Nextera Energy by Charter Oak Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $928k | 12k | 75.49 |
| 2025-06-30 | $873k | 13k | 69.42 |
| 2025-03-31 | $930k | 13k | 70.89 |
| 2024-12-31 | $937k | 13k | 71.69 |
| 2024-09-30 | $1.1M | 14k | 84.53 |
| 2024-06-30 | $953k | 14k | 70.81 |
| 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 |
More positions owned by Charter Oak Capital Management
View all positions for Charter Oak Capital Management