Charter Capital Management, LLC\DE

Position in NEE — Nextera Energy Inc

CIK 2076040 BROOKFIELD, WI

Position in NEE

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$515,473

-$16,450 QoQ

Shares Held

5,873

+2.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.67%

of 13F equity value

Holder Rank

#2,035

of 3,000 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Charter Capital Management, LLC\DE holds $2,804,930 across 4 Utilities - Regulated Electric names. NEE ranks #3 (18.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WEC	Wec Energy Group, Inc.	11,037	$1,288,790
2	LNT	Alliant Energy Corp	8,816	$672,572
3	NEE	Nextera Energy Inc This page	5,873	$515,473
4	DUK	Duke Energy CORP	2,592	$328,095

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$515,473	5,873	+2.5%	Shares	Sole	2026-07-24
2026-03-31	$531,923	5,727	0.0%	Shares	Sole	2026-04-27
2025-12-31	$459,763	5,727	-35.8%	Shares	Sole	2026-01-22
2025-09-30	$673,823	8,926	+0.0%	Shares	Sole	2025-10-28
2025-06-30	$619,573	8,925	—	Shares	Sole	2025-07-15
No filing history on record for this holder in this stock.