NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionChesapeake Wealth Management
Latest Disclosed Ownership28,542 shares
Latest Disclosed Value $ 2,650,980
Chesapeake Wealth Management reports 1.98% increase in ownership of NEE / NextEra Energy, Inc.

On May 18, 2026 - Chesapeake Wealth Management filed a 13F-HR form disclosing ownership of 28,542 shares of NextEra Energy, Inc. (MX:NEE) valued at $2,650,980 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 27,989 shares of NextEra Energy, Inc.. This represents a change in shares of 1.98% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-18 2026-03-31 13F NEXTERA ENERGY COM 65339F101 28,542 553 1.98 2,651 17.99 0.4559
2026-02-03 2025-12-31 13F NEXTERA ENERGY COM 65339F101 27,989 -372 -1.31 2,247 4.95 0.6693
2025-11-03 2025-09-30 13F NEXTERA ENERGY COM 65339F101 28,361 6 0.02 2,141 8.74 0.6532
2025-07-28 2025-06-30 13F NEXTERA ENERGY COM 65339F101 28,355 -41 -0.14 1,968 -2.19 0.6565
2025-05-08 2025-03-31 13F NEXTERA ENERGY COM 65339F101 28,396 -723 -2.48 2,013 -3.59 0.7180
2025-01-16 2024-12-31 13F NEXTERA ENERGY COM 65339F101 29,119 -372 -1.26 2,088 -16.25 0.7160
2024-11-07 2024-09-30 13F NEXTERA ENERGY COM 65339F101 29,491 -364 -1.22 2,493 17.88 0.8506
2024-08-13 2024-06-30 13F NEXTERA ENERGY COM 65339F101 29,855 99 0.33 2,114 11.20 0.7666
2024-05-07 2024-03-31 13F NEXTERA ENERGY COM 65339F101 29,756 -676 -2.22 1,902 2.87 0.6933
2024-02-12 2023-12-31 13F NEXTERA ENERGY COM 65339F101 30,432 -320 -1.04 1,848 4.94 0.7137
2023-11-16 2023-09-30 13F NEXTERA ENERGY COM 65339F101 30,752 -85 -0.28 1,762 -23.03 0.7348
2023-08-01 2023-06-30 13F NEXTERA ENERGY COM 65339F101 30,837 217 0.71 2,288 -3.05 0.9020
2023-04-25 2023-03-31 13F NEXTERA ENERGY COM 65339F101 30,620 -428 -1.38 2,360 -9.06 0.9844
2023-02-23 2022-12-31 13F NEXTERA ENERGY COM 65339F101 31,048 -753 -2.37 2,596 4.09 1.1367
2022-10-28 2022-09-30 13F NEXTERA ENERGY COM 65339F101 31,801 41 0.13 2,493 1.34 1.1381
2022-07-21 2022-06-30 13F NEXTERA ENERGY COM 65339F101 31,760 -210 -0.66 2,460 -9.16 1.0521
2022-04-19 2022-03-31 13F NEXTERA ENERGY COM 65339F101 31,970 2,346 7.92 2,708 -2.10 0.9836
2022-02-03 2021-12-31 13F NEXTERA ENERGY COM 65339F101 29,624 330 1.13 2,766 20.26 0.9310
2021-10-26 2021-09-30 13F NEXTERA ENERGY COM 65339F101 29,294 -2,214 -7.03 2,300 -0.39 0.8224
2021-07-29 2021-06-30 13F NEXTERA ENERGY COM 65339F101 31,508 -262 -0.82 2,309 -3.87 0.7489
2021-04-26 2021-03-31 13F NEXTERA ENERGY COM 65339F101 31,770 -381 -1.19 2,402 -3.15 0.8039
2021-02-05 2020-12-31 13F NEXTERA ENERGY COM 65339F101 32,151 24,083 298.50 2,480 10.71 0.8446
2020-11-12 2020-09-30 13F NEXTERA ENERGY COM 65339F101 8,068 153 1.93 2,240 17.83 0.8369
2020-08-11 2020-06-30 13F NEXTERA ENERGY COM 65339F101 7,915 265 3.46 1,901 3.32 0.7564
2020-04-29 2020-03-31 13F NEXTERA ENERGY COM 65339F101 7,650 180 2.41 1,840 1.71 0.8500
2020-01-29 2019-12-31 13F NEXTERA ENERGY COM 65339F101 7,470 806 12.09 1,809 16.56 0.6973
2019-10-25 2019-09-30 13F NEXTERA ENERGY COM 65339F101 6,664 2,804 72.64 1,552 96.21 0.6326
2019-08-01 2019-06-30 13F NEXTERA ENERGY COM 65339F101 3,860 0 0.00 791 6.03 0.3307
2019-04-17 2019-03-31 13F NEXTERA ENERGY COM 65339F101 3,860 59 1.55 746 12.86 0.3279
2019-02-06 2018-12-31 13F NEXTERA ENERGY COM 65339F101 3,801 -126 -3.21 661 0.46 0.3273
2018-11-14 2018-09-30 13F NEXTERA ENERGY COM 65339F101 3,927 -20 -0.51 658 -0.30 0.2925
2018-08-07 2018-06-30 13F NEXTERA ENERGY COM 65339F101 3,947 551 16.22 660 19.13 0.3044
2018-06-04 2018-03-31 13F NEXTERA ENERGY COM 65339F101 3,396 3,396 554 0.2558
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.