Chesapeake Asset Management’s NextEra Energy NEE Stock Holding History

Chesapeake Asset Management’s Portfolio NEE Stock Details NEE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-13	Closed	-$86	–	559
2024 Q3	$86	Hold	13	–	–	﹤0.01%	514
2024 Q2	$266	Sell	13 -7	-35%	-$497	﹤0.01%	316
2024 Q1	$656	Buy	+20	New	+$1.17K	﹤0.01%	294
2023 Q4	–	Sell	-12	Closed	-$8.08K	–	422
2023 Q3	$8.08K	Buy	12 +3	+33%	+$208	0.01%	271
2023 Q2	$1.15K	Buy	+9	New	+$681	﹤0.01%	374

Other funds holding NEE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Chesapeake Asset Management's NEE Position: Q1 2026 in Review

Chesapeake Asset Management increased its NextEra Energy (NEE) stake by 6.3% in Q1 2026, buying an estimated $63.7K and bringing the position to 12,002 shares worth $1.11M. The position accounts for 0.88% of the portfolio, ranked #27.

Chesapeake Asset Management first reported a position in NEE in Q1 2023 and has held it in 13 quarters since. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Chesapeake Asset Management held 12,002 shares of NextEra Energy worth $1.11M as of Q1 2026.
Chesapeake Asset Management bought 716 NextEra Energy shares in Q1 2026, an estimated $63.7K.
NextEra Energy made up 0.88% of Chesapeake Asset Management's portfolio in Q1 2026, its #27 holding.
Chesapeake Asset Management first reported a position in NextEra Energy in Q1 2023 and has held it in 13 quarters since.
3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Chesapeake Asset Management's 13F filing for Q1 2026, filed 12 May 2026.