NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
Institution180 Wealth Advisors, Llc
Latest Disclosed Ownership2,794 shares
Latest Disclosed Value $ 259,515
180 Wealth Advisors, Llc reports 2.05% increase in ownership of NEE / NextEra Energy, Inc.

On May 1, 2026 - 180 Wealth Advisors, Llc filed a 13F-HR form disclosing ownership of 2,794 shares of NextEra Energy, Inc. (MX:NEE) valued at $259,515 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 9, 2026 disclosing 2,738 shares of NextEra Energy, Inc.. This represents a change in shares of 2.05% 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)
2026-05-01 2026-03-31 13F NEXTERA ENERGY COM 65339F101 2,794 56 2.05 260 18.26 0.0295
2026-01-09 2025-12-31 13F NEXTERA ENERGY COM 65339F101 2,738 48 1.78 220 7.88 0.0250
2025-10-16 2025-09-30 13F NEXTERA ENERGY COM 65339F101 2,690 2,690 203 0.0247
2025-01-14 2024-12-31 13F NEXTERA ENERGY COM 65339F101 0 -2,416 -100.00 0 -100.00
2024-11-01 2024-09-30 13F NEXTERA ENERGY COM 65339F101 2,416 2,416 204 0.0322
2024-04-16 2024-03-31 13F NEXTERA ENERGY COM 65339F101 0 -4,182 -100.00 0 -100.00
2024-01-25 2023-12-31 13F NEXTERA ENERGY COM 65339F101 4,182 67 1.63 258 9.36 0.0515
2023-11-01 2023-09-30 13F NEXTERA ENERGY COM 65339F101 4,115 39 0.96 236 -22.44 0.0531
2023-07-12 2023-06-30 13F NEXTERA ENERGY COM 65339F101 4,076 18 0.44 303 -2.88 0.0666
2023-04-07 2023-03-31 13F NEXTERA ENERGY COM 65339F101 4,058 77 1.93 313 2.63 0.0728
2023-02-02 2022-12-31 13F NEXTERA ENERGY COM 65339F101 3,981 -42 -1.04 304 -3.49 0.0715
2022-10-12 2022-09-30 13F NEXTERA ENERGY COM 65339F101 4,023 -12 -0.30 315 -3.08 0.0867
2022-07-11 2022-06-30 13F NEXTERA ENERGY COM 65339F101 4,035 -48 -1.18 325 -2.69 0.0830
2022-04-22 2022-03-31 13F NEXTERA ENERGY COM 65339F101 4,083 -127 -3.02 334 -4.02 0.0729
2022-01-26 2021-12-31 13F NEXTERA ENERGY COM 65339F101 4,210 -115 -2.66 348 -1.42 0.0781
2021-10-28 2021-09-30 13F NEXTERA ENERGY COM 65339F101 4,325 62 1.45 353 2.92 0.0778
2021-08-13 2021-06-30 13F NEXTERA ENERGY COM 65339F101 4,263 -37 -0.86 343 7.19 0.0784
2021-05-25 2021-03-31 13F NEXTERA ENERGY COM 65339F101 4,300 167 4.04 320 -6.43 0.0793
2021-01-27 2020-12-31 13F NEXTERA ENERGY COM 65339F101 4,133 2,995 263.18 342 -0.29 0.0987
2020-10-23 2020-09-30 13F NEXTERA ENERGY COM 65339F101 1,138 -23 -1.98 343 7.19 0.1286
2020-07-21 2020-06-30 13F NEXTERA ENERGY COM 65339F101 1,161 -271 -18.92 320 -1.23 0.1271
2020-04-09 2020-03-31 13F NEXTERA ENERGY COM 65339F101 1,432 -215 -13.05 324 -21.74 0.1682
2020-01-17 2019-12-31 13F NEXTERA ENERGY COM 65339F101 1,647 -2,813 -63.07 414 -59.57 0.1651
2019-10-22 2019-09-30 13F NEXTERA ENERGY COM 65339F101 4,460 669 17.65 1,024 28.48 0.4528
2019-08-05 2019-06-30 13F NEXTERA ENERGY COM 65339F101 3,791 -578 -13.23 797 -3.86 0.3587
2019-05-14 2019-03-31 13F NEXTERA ENERGY COM 65339F101 4,369 -626 -12.53 829 -0.96 0.3761
2019-01-15 2018-12-31 13F NEXTERA ENERGY COM 65339F101 4,995 0 0.00 837 0.00 0.3907
2018-11-14 2018-09-30 13F NEXTERA ENERGY COM 65339F101 4,995 -1,014 -16.87 837 -16.63 0.3870
2018-08-08 2018-06-30 13F NEXTERA ENERGY COM 65339F101 6,009 4,450 285.44 1,004 293.73 0.4974
2018-06-01 2018-03-31 13F NEXTERA ENERGY COM 65339F101 1,559 -98 -5.91 255 -1.54 0.1324
2018-02-13 2017-12-31 13F NEXTERA ENERGY COM 65339F101 1,657 1,657 259 0.1319
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.