Charter Oak Capital Management, LLC

Position in NEE — Nextera Energy Inc

CIK 1810720 PORTSMOUTH, NH

Position in NEE

as of Mar 31, 2026 · filed Apr 24, 2026 Compact

Position Value

$1,152,083

+$131,082 QoQ

Shares Held

12,404

-2.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 61% Shared 0% None 39%

Utilities · as of Mar 31, 2026

Charter Oak Capital Management, LLC holds $2,038,290 across 5 Utilities - Regulated Electric names. NEE ranks #1 (56.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	12,404	$1,152,083
2	DUK	Duke Energy CORP	1,841	$241,060
3	ES	Eversource Energy	3,477	$240,886
4	DTE	Dte Energy Co	1,389	$203,099
5	D	Dominion Energy, Inc	3,254	$201,162

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,152,083	12,404	-2.5%	Shares	Sole	2026-04-24
2025-12-31	$1,021,001	12,718	+3.4%	Shares	Sole	2026-01-23
2025-09-30	$928,225	12,296	-2.2%	Shares	Sole	2025-10-30
2025-06-30	$873,095	12,577	-4.1%	Shares	Sole	2025-07-10
2025-03-31	$929,793	13,116	+0.3%	Shares	Sole	2025-04-14
2024-12-31	$937,059	13,071	-3.0%	Shares	Sole	2025-01-22
2024-09-30	$1,139,379	13,479	+0.2%	Shares	Sole	2024-10-30
2024-06-30	$952,819	13,456	-5.0%	Shares	Sole	2024-07-24
2024-03-31	$905,157	14,163	+7.0%	Shares	Sole	2024-04-23
2023-12-31	$804,015	13,237	-0.7%	Shares	Sole	2024-01-26
2023-09-30	$763,904	13,334	-2.3%	Shares	Sole	2023-10-05
2023-06-30	$1,013,126	13,654	+1.3%	Shares	Sole	2023-07-20
2023-03-31	$1,038,575	13,474	+1.0%	Shares	Defined	2023-04-19
2022-12-31	$1,115,558	13,344	+0.2%	Shares	Sole	2023-01-20
2022-09-30	$1,043,872	13,313	+5.5%	Shares	Sole	2022-12-06
2022-06-30	$977,312	12,617	+0.0%	Shares	Sole	2022-07-21
2022-03-31	$1,068,701	12,616	+11.5%	Shares	Sole	2022-05-05
2021-12-31	$1,056,461	11,316	-3.0%	Shares	Sole	2022-02-09
2021-09-30	$915,935	11,665	+13.4%	Shares	Sole	2021-11-08
2021-06-30	$753,904	10,288	-0.5%	Shares	Sole	2021-07-29
2021-03-31	$781,580	10,337	0.0%	Shares	Sole	2021-05-17
2020-12-31	$797,499	10,337	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.