Position in NEE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,490,034
-$160,946 QoQ
Shares Held
28,370
-0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.50%
of 13F equity value
Holder Rank
#1,076
of 2,999 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Chesapeake Wealth Management holds $5,081,027 across 7 Utilities - Regulated Electric names. NEE ranks #1 (49.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
28,370 | $2,490,034 | |
| 2 | SO |
Southern Co
|
9,095 | $870,481 | |
| 3 | D |
Dominion Energy, Inc
|
9,211 | $629,019 | |
| 4 | DUK |
Duke Energy CORP
|
3,017 | $381,891 | |
| 5 | AEE |
Ameren Corp
|
2,211 | $249,931 | |
| 6 | LNT |
Alliant Energy Corp
|
3,220 | $245,653 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
2,637 | $214,018 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,490,034 | 28,370 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,650,980 | 28,542 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $2,246,956 | 27,989 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $2,140,971 | 28,361 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,968,403 | 28,355 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $2,012,991 | 28,396 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $2,087,540 | 29,119 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $2,492,873 | 29,491 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $2,114,031 | 29,855 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,901,705 | 29,756 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,848,439 | 30,432 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,761,781 | 30,752 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $2,288,105 | 30,837 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $2,360,188 | 30,620 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $2,595,612 | 31,048 | Shares | Sole | 2023-02-23 | |
| 2022-09-30 | $2,493,515 | 31,801 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $2,460,128 | 31,760 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $2,708,178 | 31,970 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $2,765,696 | 29,624 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $2,300,164 | 29,294 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $2,308,906 | 31,508 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $2,402,129 | 31,770 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $2,480,449 | 32,151 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $2,239,353 | 8,068 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,900,945 | 7,915 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $1,840,742 | 7,650 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||