Charter Capital Management, LLC\DE: NEE position timeline

Charter Capital Management, LLC\DE held 5,873 NEE shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 5,873 shares

   Change vs previous 13F +146 shares

   0.23% of the 13F portfolio, value $515,458.

   13F-HR 0002076040-26-000006 filed by Charter Capital Management, LLC\DE
   Filed 2026-07-24 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 5,727 shares

   Change vs previous 13F 0 shares

   0.27% of the 13F portfolio, value $531,937.

   13F-HR 0002076040-26-000004 filed by Charter Capital Management, LLC\DE
   Filed 2026-04-27 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 5,727 shares

   Change vs previous 13F -3,199 shares

   0.24% of the 13F portfolio, value $459,728.

   13F-HR 0002076040-26-000002 filed by Charter Capital Management, LLC\DE
   Filed 2026-01-22 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 8,926 shares

   Change vs previous 13F +1 shares

   0.36% of the 13F portfolio, value $673,821.

   13F-HR 0002076040-25-000004 filed by Charter Capital Management, LLC\DE
   Filed 2025-10-28 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 8,925 shares

   Change vs previous 13F not available

   0.36% of the 13F portfolio, value $619,594.

   13F-HR 0002076040-25-000002 filed by Charter Capital Management, LLC\DE
   Filed 2025-07-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).