Charles Schwab Trust Co: NEE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Charles Schwab Trust Co on NEE, newest first. How the timeline and the estimate are built.

Charles Schwab Trust Co held 17,383,164 NEE shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

period ended2026-06-30
13F 17,383,164 shares
Change vs previous 13F -141,380 shares
0.2% of the 13F portfolio, value $1,526,196,154.
13F-HR 0001752724-26-000057 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 17,373,471 shares
- Charles Schwab Trust Co: 9,693 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 17,524,544 shares
Change vs previous 13F +297,321 shares
0.25% of the 13F portfolio, value $1,627,411,802.
13F-HR 0001752724-26-000037 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 17,515,154 shares
- Charles Schwab Trust Co: 9,390 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 17,227,223 shares
Change vs previous 13F +253,197 shares
0.21% of the 13F portfolio, value $1,383,002,166.
13F-HR 0001752724-26-000003 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 17,220,630 shares
- Charles Schwab Trust Co: 6,593 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 16,974,026 shares
Change vs previous 13F +180,629 shares
0.2% of the 13F portfolio, value $1,281,679,381.
13F-HR 0001752724-25-215019 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed 2025-11-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 16,967,357 shares
- Charles Schwab Trust Co: 6,669 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 16,793,397 shares
Change vs previous 13F +340,005 shares
0.2% of the 13F portfolio, value $1,166,359,370.
13F-HR 0001752724-25-186359 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed 2025-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 16,786,728 shares
- Charles Schwab Trust Co: 6,669 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 16,453,392 shares
Change vs previous 13F +2,814,989 shares
0.22% of the 13F portfolio, value $1,166,242,324.
13F-HR/A 0001752724-25-215014 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed 2025-09-15 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 16,446,413 shares
- Charles Schwab Trust Co: 6,979 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 13,638,403 shares
Change vs previous 13F +346,169 shares
0.18% of the 13F portfolio, value $977,737,181.
13F-HR 0001752724-25-020817 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed 2025-02-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 13,630,784 shares
- Charles Schwab Trust Co: 7,619 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 13,292,234 shares
Change vs previous 13F not available
0.21% of the 13F portfolio, value $1,123,592,578.
13F-HR 0001752724-24-247180 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 13,284,785 shares
- Charles Schwab Trust Co: 7,449 shares
Acceptance time not in the bulk data set (spec §4.2).