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Disclosery

Chesapeake Wealth Management: NEE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Chesapeake Wealth Management on NEE, newest first. How the timeline and the estimate are built.

Chesapeake Wealth Management held 28,370 NEE shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,370 shares
    Change vs previous 13F -172 shares

    0.7% of the 13F portfolio, value $2,490,034.

    13F-HR 0001730383-26-000003 filed by Chesapeake Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 28,542 shares
    Change vs previous 13F +553 shares

    0.81% of the 13F portfolio, value $2,650,980.

    13F-HR 0001730383-26-000002 filed by Chesapeake Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 27,989 shares
    Change vs previous 13F -372 shares

    0.67% of the 13F portfolio, value $2,246,956.

    13F-HR 0001730383-26-000001 filed by Chesapeake Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 28,361 shares
    Change vs previous 13F +6 shares

    0.65% of the 13F portfolio, value $2,140,971.

    13F-HR 0001730383-25-000006 filed by Chesapeake Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 28,355 shares
    Change vs previous 13F -41 shares

    0.66% of the 13F portfolio, value $1,968,403.

    13F-HR 0001730383-25-000003 filed by Chesapeake Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 28,396 shares
    Change vs previous 13F -723 shares

    0.72% of the 13F portfolio, value $2,012,991.

    13F-HR 0001730383-25-000002 filed by Chesapeake Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 29,119 shares
    Change vs previous 13F -372 shares

    0.72% of the 13F portfolio, value $2,087,540.

    13F-HR 0001730383-25-000001 filed by Chesapeake Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 29,491 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $2,492,873.

    13F-HR 0001730383-24-000004 filed by Chesapeake Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).