Position in NEE
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$851,807
-$262,938 QoQ
Shares Held
9,705
-19.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
#1,695
of 2,993 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026CHESAPEAKE ASSET MANAGEMENT LLC holds $1,869,312 across 7 Utilities - Regulated Electric names. NEE ranks #1 (45.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
9,705 | $851,807 | |
| 2 | PPL |
PPL Corp
|
12,513 | $454,847 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
3,878 | $452,834 | |
| 4 | DUK |
Duke Energy CORP
|
387 | $48,986 | |
| 5 | PNW |
Pinnacle West Capital Corp
|
325 | $34,775 | |
| 6 | ES |
Eversource Energy
|
300 | $21,681 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
54 | $4,382 |
All Filings in NEE
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $851,807 | 9,705 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,114,745 | 12,002 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $906,040 | 11,286 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $792,418 | 10,497 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $715,581 | 10,308 | Shares | Sole | 2025-10-15 | |
| 2025-03-31 | $759,019 | 10,707 | Shares | Sole | 2026-01-05 | |
| 2024-12-31 | $739,123 | 10,310 | Shares | Sole | 2026-01-05 | |
| 2024-09-30 | $857,641 | 10,146 | Shares | Sole | 2026-01-05 | |
| 2024-06-30 | $778,131 | 10,989 | Shares | Sole | 2026-01-05 | |
| 2024-03-31 | $620,821 | 9,714 | Shares | Sole | 2026-01-05 | |
| 2023-12-31 | $722,259 | 11,891 | Shares | Sole | 2026-01-05 | |
| 2023-09-30 | $610,711 | 10,660 | Shares | Sole | 2026-01-05 | |
| 2023-06-30 | $696,144 | 9,382 | Shares | Sole | 2026-01-05 | |
| 2023-03-31 | $727,403 | 9,437 | Shares | Sole | 2026-01-05 | |
| No filing history on record for this holder in this stock. | ||||||