Charles Schwab Trust Co

Bank

Position in NEE — Nextera Energy Inc

CIK 1789219 HENDERSON, NV

Position in NEE

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$850,754

-$21,389 QoQ

Shares Held

9,693

+3.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.41%

of 13F equity value

Holder Rank

#1,701

of 3,000 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Charles Schwab Trust Co holds $2,519,058 across 5 Utilities - Regulated Electric names. NEE ranks #1 (33.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	9,693	$850,754
2	AEP	American Electric Power Co Inc	3,810	$521,246
3	ED	Consolidated Edison Inc	4,300	$475,709
4	DUK	Duke Energy CORP	3,111	$393,790
5	SO	Southern Co	2,900	$277,559

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$850,754	9,693	+3.2%	Shares	Sole	2026-07-10
2026-03-31	$872,143	9,390	+42.4%	Shares	Sole	2026-04-10
2025-12-31	$529,286	6,593	-1.1%	Shares	Sole	2026-01-09
2025-09-30	$503,442	6,669	0.0%	Shares	Sole	2025-10-10
2025-06-30	$462,961	6,669	-4.4%	Shares	Sole	2025-07-17
2025-03-31	$494,741	6,979	-8.4%	Shares	Sole	2025-04-10
2024-12-31	$546,206	7,619	+2.3%	Shares	Sole	2025-01-16
2024-09-30	$629,663	7,449	-6.3%	Shares	Sole	2024-10-09
2024-06-30	$562,868	7,949	+39.0%	Shares	Sole	2024-07-18
2024-03-31	$365,565	5,720	-22.8%	Shares	Sole	2024-04-12
2023-12-31	$450,144	7,411	-14.9%	Shares	Sole	2024-01-10
2023-09-30	$498,938	8,709	+190.7%	Shares	Sole	2023-10-19
2023-06-30	$222,303	2,996	+1.8%	Shares	Sole	2023-07-24
2023-03-31	$226,923	2,944	-48.1%	Shares	Sole	2023-04-11
2022-12-31	$474,513	5,676	+135.5%	Shares	Sole	2023-01-26
2022-03-31	$204,151	2,410	-63.4%	Shares	Sole	2022-04-14
2021-12-31	$614,682	6,584	-2.8%	Shares	Sole	2022-01-14
2021-09-30	$531,973	6,775	-4.8%	Shares	Sole	2021-10-08
2021-06-30	$521,460	7,116	+8.1%	Shares	Sole	2021-08-04
2021-03-31	$497,816	6,584	-5.9%	Shares	Sole	2021-04-14
2020-12-31	$540,050	7,000	+300.0%	Shares	Sole	2021-01-14
2020-09-30	$485,730	1,750	+2.9%	Shares	Sole	2020-10-30
2020-06-30	$408,289	1,700	-5.8%	Shares	Sole	2020-07-28
2020-03-31	$434,078	1,804	—	Shares	Sole	2020-04-09
No filing history on record for this holder in this stock.