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Chevy Chase Trust Holdings, LLC: NEE position timeline

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

Chevy Chase Trust Holdings, LLC held 2,023,759 NEE shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,023,759 shares
    Change vs previous 13F -20,686 shares

    0.46% of the 13F portfolio, value $177,625,288.

    13F-HR 0001462020-26-000006 filed by Chevy Chase Trust Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 2,044,445 shares
    Change vs previous 13F -12,262 shares

    0.55% of the 13F portfolio, value $189,888,005.

    13F-HR 0001462020-26-000004 filed by Chevy Chase Trust Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 2,056,707 shares
    Change vs previous 13F -20,694 shares

    0.45% of the 13F portfolio, value $165,112,439.

    13F-HR 0001462020-26-000002 filed by Chevy Chase Trust Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 2,077,401 shares
    Change vs previous 13F -63,066 shares

    0.43% of the 13F portfolio, value $156,823,028.

    13F-HR 0001462020-25-000006 filed by Chevy Chase Trust Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 2,140,467 shares
    Change vs previous 13F +13,347 shares

    0.43% of the 13F portfolio, value $148,591,199.

    13F-HR 0001085146-25-004237 filed by Chevy Chase Trust Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 2,127,120 shares
    Change vs previous 13F -23,501 shares

    0.48% of the 13F portfolio, value $150,791,559.

    13F-HR 0001085146-25-002257 filed by Chevy Chase Trust Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 2,150,621 shares
    Change vs previous 13F -34,788 shares

    0.47% of the 13F portfolio, value $154,178,035.

    13F-HR 0001085146-25-000641 filed by Chevy Chase Trust Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 2,185,409 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $184,732,603.

    13F-HR 0001085146-24-005764 filed by Chevy Chase Trust Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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