NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionAdvisors Asset Management, Inc.
Latest Disclosed Ownership242,947 shares
Latest Disclosed Value $ 22,564,917
Advisors Asset Management, Inc. reports 2.82% increase in ownership of NEE / NextEra Energy, Inc.

On May 15, 2026 - Advisors Asset Management, Inc. filed a 13F-HR form disclosing ownership of 242,947 shares of NextEra Energy, Inc. (MX:NEE) valued at $22,564,917 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 236,284 shares of NextEra Energy, Inc.. This represents a change in shares of 2.82% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-15 2026-03-31 13F NEXTERA ENERGY COM 65339F101 242,947 6,663 2.82 22,565 18.96 0.3746
2026-02-12 2025-12-31 13F NEXTERA ENERGY COM 65339F101 236,284 -32,843 -12.20 18,969 -6.64 0.3184
2025-11-06 2025-09-30 13F NEXTERA ENERGY COM 65339F101 269,127 2,354 0.88 20,316 9.70 0.3448
2025-08-12 2025-06-30 13F NEXTERA ENERGY COM 65339F101 266,773 3,053 1.16 18,519 -0.94 0.3316
2025-05-15 2025-03-31 13F NEXTERA ENERGY COM 65339F101 263,720 -5,027 -1.87 18,695 -2.96 0.3512
2025-02-10 2024-12-31 13F NEXTERA ENERGY COM 65339F101 268,747 -4,106 -1.50 19,266 -16.47 0.3549
2024-11-08 2024-09-30 13F NEXTERA ENERGY COM 65339F101 272,853 -9,256 -3.28 23,064 15.46 0.4236
2024-08-14 2024-06-30 13F NEXTERA ENERGY COM 65339F101 282,109 -36,976 -11.59 19,976 -2.04 0.3896
2024-05-14 2024-03-31 13F NEXTERA ENERGY COM 65339F101 319,085 -52,756 -14.19 20,393 -9.71 0.3920
2024-02-14 2023-12-31 13F NEXTERA ENERGY COM 65339F101 371,841 -24,164 -6.10 22,586 -0.45 0.4611
2023-11-14 2023-09-30 13F NEXTERA ENERGY COM 65339F101 396,005 -22,707 -5.42 22,687 -26.98 0.4894
2023-08-14 2023-06-30 13F NEXTERA ENERGY COM 65339F101 418,712 -26,685 -5.99 31,068 -9.50 0.6347
2023-05-12 2023-03-31 13F NEXTERA ENERGY COM 65339F101 445,397 -28,642 -6.04 34,331 -13.37 0.6984
2023-02-13 2022-12-31 13F NEXTERA ENERGY COM 65339F101 474,039 -30,053 -5.96 39,630 0.26 0.8164
2022-11-08 2022-09-30 13F NEXTERA ENERGY COM 65339F101 504,092 -29,739 -5.57 39,526 -4.41 0.8310
2022-08-08 2022-06-30 13F NEXTERA ENERGY COM 65339F101 533,831 -32,473 -5.73 41,351 -13.80 0.7844
2022-05-17 2022-03-31 13F NEXTERA ENERGY COM 65339F101 566,304 -21,393 -3.64 47,972 -12.57 0.7387
2022-02-15 2021-12-31 13F NEXTERA ENERGY COM 65339F101 587,697 623 0.11 54,867 19.03 0.7833
2021-11-12 2021-09-30 13F NEXTERA ENERGY COM 65339F101 587,074 -20,385 -3.36 46,097 3.55 0.7010
2021-07-30 2021-06-30 13F NEXTERA ENERGY COM 65339F101 607,459 -15,303 -2.46 44,515 -5.46 0.6566
2021-05-07 2021-03-31 13F NEXTERA ENERGY COM 65339F101 622,762 -15,819 -2.48 47,087 -4.42 0.7321
2021-02-12 2020-12-31 13F NEXTERA ENERGY COM 65339F101 638,581 473,482 286.79 49,267 7.51 0.8148
2020-11-16 2020-09-30 13F NEXTERA ENERGY COM 65339F101 165,099 -409 -0.25 45,825 15.28 0.8473
2020-08-12 2020-06-30 13F NEXTERA ENERGY COM 65339F101 165,508 538 0.33 39,750 0.14 0.7738
2020-05-15 2020-03-31 13F NEXTERA ENERGY COM 65339F101 164,970 1,032 0.63 39,695 -0.01 0.9443
2020-05-20 2019-12-31 13F/A-1 NEXTERA ENERGY COM 65339F101 163,938 10,390 6.77 39,699 10.97 0.6961
2020-02-14 2019-12-31 13F NEXTERA ENERGY COM 65339F101 163,938 10,390 40,385 357,445.4330
2019-11-14 2019-09-30 13F NEXTERA ENERGY COM 65339F101 153,548 11,918 8.41 35,775 23.30 0.6589
2019-11-14 2019-06-30 13F/A-1 NEXTERA ENERGY COM 65339F101 141,630 2,338 1.68 29,014 7.75 0.5234
2019-08-14 2019-06-30 13F NEXTERA ENERGY COM 65339F101 141,630 2,338 29,014
2019-05-15 2019-03-31 13F NEXTERA ENERGY COM 65339F101 139,292 2,613 1.91 26,928 13.34 0.4792
2019-02-06 2018-12-31 13F/A-1 NEXTERA ENERGY COM 65339F101 136,679 7,252 5.60 23,758 9.52 0.4783
2019-01-31 2018-12-31 13F NEXTERA ENERGY COM 65339F101 136,679 7,252 23,758
2018-11-15 2018-09-30 13F NEXTERA ENERGY COM 65339F101 129,427 2,377 1.87 21,692 2.22 0.3546
2018-08-22 2018-06-30 13F/A-1 NEXTERA ENERGY COM 65339F101 127,050 -591 -0.46 21,221 9.27 0.3604
2018-08-15 2018-06-30 13F NEXTERA ENERGY COM 65339F101 127,050 -591 21,221
2018-05-15 2018-03-31 13F NEXTERA ENERGY COM 65339F101 127,641 -9,375 -6.84 19,421 -9.25 0.3254
2018-02-13 2017-12-31 13F NEXTERA ENERGY COM 65339F101 137,016 -2,372 -1.70 21,401 4.77 0.3518
2017-11-07 2017-09-30 13F NEXTERA ENERGY COM 65339F101 139,388 -24,331 -14.86 20,427 -10.96 0.3422
2017-08-02 2017-06-30 13F NEXTERA ENERGY COM 65339F101 163,719 -6,623 -3.89 22,942 4.92 0.3834
2017-05-02 2017-03-31 13F NEXTERA ENERGY COM 65339F101 170,342 -7,212 -4.06 21,867 0.69 0.3665
2016-10-31 2016-09-30 13F NEXTERA ENERGY COM 65339F101 177,554 10,508 6.29 21,718 -0.30 0.3562
2016-08-08 2016-06-30 13F NEXTERA ENERGY COM 65339F101 167,046 12,945 8.40 21,783 19.45 0.3531
2016-05-16 2016-03-31 13F NEXTERA ENERGY COM 65339F101 154,101 6,560 4.45 18,236 18.97 0.3034
2016-02-10 2015-12-31 13F NEXTERA ENERGY COM 65339F101 147,541 22,301 17.81 15,328 25.46 0.2432
2015-11-16 2015-09-30 13F NEXTERA ENERGY COM 65339F101 125,240 18,329 17.14 12,217 16.57 0.1948
2015-08-11 2015-06-30 13F NEXTERA ENERGY COM 65339F101 106,911 -8,493 -7.36 10,480 -12.72 0.1438
2015-05-13 2015-03-31 13F NEXTERA ENERGY COM 65339F101 115,404 3,235 2.88 12,008 0.72 0.1599
2015-02-05 2014-12-31 13F NEXTERA ENERGY COM 65339F101 112,169 6,422 6.07 11,922 20.08 0.1598
2014-11-13 2014-09-30 13F NEXTERA ENERGY COM 65339F101 105,747 15 0.01 9,928 -8.37 0.1369
2014-08-14 2014-06-30 13F NEXTERA ENERGY COM 65339F101 105,732 5,486 5.47 10,835 13.03 0.1502
2014-05-15 2014-03-31 13F NEXTERA ENERGY COM 65339F101 100,246 13,205 15.17 9,586 28.64 0.1453
2014-02-03 2013-12-31 13F NEXTERA ENERGY COM 65339F101 87,041 16,360 23.15 7,452 31.52 0.1201
2013-11-15 2013-09-30 13F NEXTERA ENERGY COM 65339F101 70,681 1,425 2.06 5,666 0.41 0.1006
2013-08-14 2013-06-30 13F NEXTERA ENERGY COM 65339F101 69,256 69,256 5,643 0.1066
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.