Chesapeake Wealth Management’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.65M | Buy |
28,542
+553
| +2% | +$49.2K | 0.81% | 40 |
|
|
2025
Q4 | $2.25M | Sell |
27,989
-372
| -1% | -$30.8K | 0.67% | 45 |
|
|
2025
Q3 | $2.14M | Buy |
28,361
+6
| +0% | +$438 | 0.65% | 46 |
|
|
2025
Q2 | $1.97M | Sell |
28,355
-41
| -0.1% | -$2.85K | 0.66% | 45 |
|
|
2025
Q1 | $2.01M | Sell |
28,396
-723
| -2% | -$51K | 0.72% | 45 |
|
|
2024
Q4 | $2.09M | Sell |
29,119
-372
| -1% | -$28.9K | 0.72% | 46 |
|
|
2024
Q3 | $2.49M | Sell |
29,491
-364
| -1% | -$28.4K | 0.85% | 41 |
|
|
2024
Q2 | $2.11M | Buy |
29,855
+99
| +0.3% | +$7.02K | 0.77% | 45 |
|
|
2024
Q1 | $1.9M | Sell |
29,756
-676
| -2% | -$39.6K | 0.69% | 47 |
|
|
2023
Q4 | $1.85M | Sell |
30,432
-320
| -1% | -$18.2K | 0.71% | 46 |
|
|
2023
Q3 | $1.76M | Sell |
30,752
-85
| -0.3% | -$5.88K | 0.73% | 44 |
|
|
2023
Q2 | $2.29M | Buy |
30,837
+217
| +0.7% | +$16.4K | 0.9% | 35 |
|
|
2023
Q1 | $2.36M | Sell |
30,620
-428
| -1% | -$32.9K | 0.98% | 30 |
|
|
2022
Q4 | $2.6M | Sell |
31,048
-753
| -2% | -$60.8K | 1.14% | 25 |
|
|
2022
Q3 | $2.49M | Buy |
31,801
+41
| +0.1% | +$3.48K | 1.14% | 24 |
|
|
2022
Q2 | $2.46M | Sell |
31,760
-210
| -0.7% | -$16K | 1.05% | 24 |
|
|
2022
Q1 | $2.71M | Buy |
31,970
+2,346
| +8% | +$188K | 0.98% | 24 |
|
|
2021
Q4 | $2.77M | Buy |
29,624
+330
| +1% | +$28.5K | 0.93% | 25 |
|
|
2021
Q3 | $2.3M | Sell |
29,294
-2,214
| -7% | -$179K | 0.82% | 25 |
|
|
2021
Q2 | $2.31M | Sell |
31,508
-262
| -0.8% | -$19.7K | 0.75% | 28 |
|
|
2021
Q1 | $2.4M | Sell |
31,770
-381
| -1% | -$29.7K | 0.8% | 24 |
|
|
2020
Q4 | $2.48M | Sell |
32,151
-121
| -0.4% | -$9.05K | 0.84% | 21 |
|
|
2020
Q3 | $2.24M | Buy |
32,272
+612
| +2% | +$42.3K | 0.84% | 22 |
|
|
2020
Q2 | $1.9M | Buy |
31,660
+1,060
| +3% | +$63.4K | 0.76% | 27 |
|
|
2020
Q1 | $1.84M | Buy |
30,600
+720
| +2% | +$45.3K | 0.85% | 26 |
|
|
2019
Q4 | $1.81M | Buy |
29,880
+3,224
| +12% | +$188K | 0.7% | 33 |
|
|
2019
Q3 | $1.55M | Buy |
26,656
+11,216
| +73% | +$607K | 0.63% | 38 |
|
|
2019
Q2 | $791K | Hold |
15,440
| – | – | 0.33% | 93 |
|
|
2019
Q1 | $746K | Buy |
15,440
+236
| +2% | +$10.8K | 0.33% | 89 |
|
|
2018
Q4 | $661K | Sell |
15,204
-504
| -3% | -$22K | 0.33% | 80 |
|
|
2018
Q3 | $658K | Sell |
15,708
-80
| -0.5% | -$3.41K | 0.29% | 87 |
|
|
2018
Q2 | $660K | Buy |
15,788
+2,204
| +16% | +$89K | 0.3% | 90 |
|
|
2018
Q1 | $554K | Buy |
+13,584
| New | +$524K | 0.26% | 93 |
|
Other funds holding NEE
VCM
VPM
Chesapeake Wealth Management's NEE Position: Q1 2026 in Review
Chesapeake Wealth Management increased its NextEra Energy (NEE) stake by 2% in Q1 2026, buying an estimated $49.2K and bringing the position to 28,542 shares worth $2.65M. The position accounts for 0.81% of the portfolio, ranked #40.
Chesapeake Wealth Management first reported a position in NEE in Q1 2018 and has held it in 33 quarters since. The position peaked at $2.77M in Q4 2021. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.
- Chesapeake Wealth Management held 28,542 shares of NextEra Energy worth $2.65M as of Q1 2026.
- Chesapeake Wealth Management bought 553 NextEra Energy shares in Q1 2026, an estimated $49.2K.
- NextEra Energy made up 0.81% of Chesapeake Wealth Management's portfolio in Q1 2026, its #40 holding.
- Chesapeake Wealth Management first reported a position in NextEra Energy in Q1 2018 and has held it in 33 quarters since.
- Chesapeake Wealth Management's NextEra Energy position peaked at $2.77M in Q4 2021.
- 3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.
Based on Chesapeake Wealth Management's 13F filing for Q1 2026, filed 18 May 2026.