CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in NEE — Nextera Energy Inc
CIK 884546
SAN FRANCISCO, CA
Position in NEE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,524,869,549
-$101,937,953 QoQ
Shares Held
17,373,471
-0.8% QoQ
Ownership
0.833%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#20
of 2,993 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $9,691,372,077 across 35 Utilities - Regulated Electric names. NEE ranks #1 (15.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
17,373,471 | $1,524,869,549 | |
| 2 | DUK |
Duke Energy CORP
|
9,226,192 | $1,167,851,381 | |
| 3 | SO |
Southern Co
|
7,386,604 | $706,971,867 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
5,385,908 | $628,912,476 | |
| 5 | AEP |
American Electric Power Co Inc
|
3,568,905 | $488,261,892 | |
| 6 | ES |
Eversource Energy
|
5,889,452 | $425,630,695 | |
| 7 | D |
Dominion Energy, Inc
|
6,014,946 | $410,760,661 | |
| 8 | ETR |
Entergy Corp /De/
|
3,060,139 | $351,487,565 |
All Filings in NEE
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,524,869,549 | 17,373,471 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $1,626,807,502 | 17,515,154 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,382,472,175 | 17,220,630 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $1,280,865,778 | 16,967,357 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $1,165,334,656 | 16,786,728 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,165,886,215 | 16,446,413 | Shares | Other | 2025-09-15 | |
| 2024-12-31 | $977,190,903 | 13,630,784 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,122,962,874 | 13,284,785 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $934,552,290 | 13,198,027 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $705,913,623 | 11,045,433 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $654,939,618 | 10,782,674 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $593,105,896 | 10,352,695 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $757,138,358 | 10,204,021 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $774,175,718 | 10,043,795 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $834,438,686 | 9,981,324 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $757,036,161 | 9,654,842 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $728,090,382 | 9,399,566 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $788,644,170 | 9,309,930 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $842,846,424 | 9,027,918 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $688,938,641 | 8,774,053 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $634,387,158 | 8,657,030 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $655,157,701 | 8,664,961 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $653,330,733 | 8,468,318 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $576,909,015 | 2,078,502 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $530,356,843 | 2,208,256 | Shares | Sole | 2020-08-20 | |
| 2020-03-31 | $528,049,252 | 2,194,536 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||