NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionAcima Private Wealth, Llc
Latest Disclosed Ownership1,592 shares
Latest Disclosed Value $ 147,865
Acima Private Wealth, Llc ownership in NEE / NextEra Energy, Inc.

On April 6, 2026 - Acima Private Wealth, Llc filed a 13F-HR form disclosing ownership of 1,592 shares of NextEra Energy, Inc. (MX:NEE) valued at $147,865 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 15, 2026 disclosing 1,592 shares of NextEra Energy, Inc.. This represents a change in shares of 0.00% 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)
2026-04-06 2026-03-31 13F NEXTERA ENERGY INC COM Stock 65339F101 1,592 0 0.00 148 15.75 0.0464
2026-01-15 2025-12-31 13F NEXTERA ENERGY INC COM Stock 65339F101 1,592 0 0.00 128 5.83 0.0397
2025-11-10 2025-09-30 13F NEXTERA ENERGY INC COM Stock 65339F101 1,592 0 0.00 120 9.09 0.0376
2025-07-24 2025-06-30 13F NEXTERA ENERGY INC COM Stock 65339F101 1,592 0 0.00 111 -1.79 0.0377
2025-05-09 2025-03-31 13F NEXTERA ENERGY INC COM Stock 65339F101 1,592 0 0.00 113 -1.75 0.0405
2025-02-05 2024-12-31 13F NEXTERA ENERGY INC COM Stock 65339F101 1,592 0 0.00 114 -14.93 0.0384
2024-11-12 2024-09-30 13F NEXTERA ENERGY INC COM Stock 65339F101 1,592 0 0.00 135 19.64 0.0451
2024-07-30 2024-06-30 13F NEXTERA ENERGY INC COM Stock 65339F101 1,592 -929 -36.85 113 -30.43 0.0414
2024-05-14 2024-03-31 13F NEXTERA ENERGY INC COM Stock 65339F101 2,521 0 0.00 161 5.23 0.0594
2024-02-29 2023-12-31 13F NEXTERA ENERGY INC COM Stock 65339F101 2,521 -540 -17.64 153 -12.57 0.0598
2024-02-29 2023-09-30 13F NEXTERA ENERGY INC COM Stock 65339F101 3,061 -147 -4.58 175 -26.47 0.0780
2024-02-29 2023-06-30 13F NEXTERA ENERGY INC COM Stock 65339F101 3,208 0 0.00 238 -3.64 0.1139
2024-02-29 2023-03-31 13F NEXTERA ENERGY INC COM Stock 65339F101 3,208 0 0.00 247 -7.84 0.1214
2024-02-29 2022-12-31 13F NEXTERA ENERGY INC COM Stock 65339F101 3,208 -1,271 -28.38 268 -23.65 0.1375
2024-02-29 2022-09-30 13F NEXTERA ENERGY INC COM Stock 65339F101 4,479 0 0.00 351 1.45 0.1805
2024-02-29 2022-06-30 13F NEXTERA ENERGY INC COM Stock 65339F101 4,479 0 0.00 347 -8.71 0.1732
2022-05-02 2022-03-31 13F NEXTERA ENERGY INC COM Stock 65339F101 4,479 0 0.00 379 -9.33 0.1750
2022-03-10 2021-12-31 13F NEXTERA ENERGY INC COM Stock 65339F101 4,479 1,271 39.62 418 65.87 0.1798
2021-11-09 2021-09-30 13F NEXTERA ENERGY INC COM Stock 65339F101 3,208 0 0.00 252 7.23 0.1158
2021-08-13 2021-06-30 13F NEXTERA ENERGY INC COM Stock 65339F101 3,208 0 0.00 235 -3.29 0.1079
2021-05-14 2021-03-31 13F NEXTERA ENERGY INC COM Stock 65339F101 3,208 0 0.00 243 -1.62 0.1194
2021-05-14 2020-12-31 13F NEXTERA ENERGY INC COM Stock 65339F101 3,208 2,586 415.76 247 42.77 0.1279
2021-05-14 2020-09-30 13F NEXTERA ENERGY INC COM Stock 65339F101 622 -42 -6.33 173 8.81 0.1043
2021-05-14 2020-06-30 13F NEXTERA ENERGY INC COM Stock 65339F101 664 -61 -8.41 159 -8.62 0.1027
2020-05-01 2020-03-31 13F NEXTERA ENERGY INC COM Stock 65339F101 725 0 0.00 174 -1.14 0.1340
2020-01-24 2019-12-31 13F NEXTERA ENERGY INC COM Stock 65339F101 725 330 83.54 176 91.30 0.1216
2019-10-30 2019-09-30 13F NEXTERA ENERGY INC COM Stock 65339F101 395 0 0.00 92 13.58 0.0703
2019-07-23 2019-06-30 13F NEXTERA ENERGY INC COM Stock 65339F101 395 0 0.00 81 6.58 0.0639
2019-05-06 2019-03-31 13F NEXTERA ENERGY INC COM Stock 65339F101 395 170 75.56 76 94.87 0.0650
2019-02-07 2018-12-31 13F NEXTERA ENERGY INC COM Stock 65339F101 225 225 39 0.0382
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.