NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionAdvisory Alpha, LLC
Latest Disclosed Ownership27,383 shares
Latest Disclosed Value $ 2,543,410
Advisory Alpha, LLC reports 21.05% increase in ownership of NEE / NextEra Energy, Inc.

On May 14, 2026 - Advisory Alpha, LLC filed a 13F-HR form disclosing ownership of 27,383 shares of NextEra Energy, Inc. (MX:NEE) valued at $2,543,410 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 22,622 shares of NextEra Energy, Inc.. This represents a change in shares of 21.05% 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)
2026-05-14 2026-03-31 13F NEXTERA ENERGY COM 65339F101 27,383 4,761 21.05 2,543 40.03 0.0695
2026-02-06 2025-12-31 13F NEXTERA ENERGY COM 65339F101 22,622 2,739 13.78 1,816 16.86 0.0495
2025-11-12 2025-09-30 13F NEXTERA ENERGY COM 65339F101 19,883 2,794 16.35 1,555 31.03 0.0433
2025-08-01 2025-06-30 13F NEXTERA ENERGY COM 65339F101 17,089 1,446 9.24 1,186 7.04 0.0369
2025-05-19 2025-03-31 13F/A-1 NEXTERA ENERGY COM 65339F101 15,643 257 1.67 1,109 0.45 0.0377
2025-04-08 2025-03-31 13F NEXTERA ENERGY COM 65339F101 8,809 -6,577 625 0.0387
2025-01-17 2024-12-31 13F NEXTERA ENERGY COM 65339F101 15,386 733 5.00 1,103 -10.90 0.0393
2024-11-12 2024-09-30 13F NEXTERA ENERGY COM 65339F101 14,653 2,359 19.19 1,239 42.30 0.0440
2024-08-21 2024-06-30 13F NEXTERA ENERGY COM 65339F101 12,294 -415 -3.27 871 7.14 0.0343
2024-05-06 2024-03-31 13F NEXTERA ENERGY COM 65339F101 12,709 1,506 13.44 812 19.41 0.0334
2024-01-23 2023-12-31 13F NEXTERA ENERGY COM 65339F101 11,203 2,661 31.15 681 39.06 0.0312
2023-10-18 2023-09-30 13F NEXTERA ENERGY COM 65339F101 8,542 0 0.00 489 -22.75 0.0252
2023-07-25 2023-06-30 13F NEXTERA ENERGY COM 65339F101 8,542 -254 -2.89 634 -6.50 0.0325
2023-05-02 2023-03-31 13F NEXTERA ENERGY COM 65339F101 8,796 273 3.20 678 -4.92 0.0430
2023-01-30 2022-12-31 13F NEXTERA ENERGY COM 65339F101 8,523 200 2.40 713 9.04 0.0504
2022-10-12 2022-09-30 13F NEXTERA ENERGY COM 65339F101 8,323 40 0.48 653 1.71 0.0497
2022-07-15 2022-06-30 13F NEXTERA ENERGY COM 65339F101 8,283 -204 -2.40 642 -10.71 0.0483
2022-05-02 2022-03-31 13F NEXTERA ENERGY COM 65339F101 8,487 344 4.22 719 -5.39 0.0464
2022-02-04 2021-12-31 13F NEXTERA ENERGY COM 65339F101 8,143 5,384 195.14 760 250.23 0.0443
2021-11-09 2021-09-30 13F NEXTERA ENERGY COM 65339F101 2,759 2,759 217 0.0156
2021-05-10 2021-03-31 13F NEXTERA ENERGY COM 65339F101 0 -5,116 -100.00 0 -100.00
2021-02-16 2020-12-31 13F NEXTERA ENERGY COM 65339F101 5,116 3,877 312.91 395 7.34 0.0807
2020-11-16 2020-09-30 13F/A-1 NEXTERA ENERGY COM 65339F101 1,239 0 0.00 368 4.25 0.0790
2020-11-06 2020-09-30 13F NEXTERA ENERGY COM 65339F101 1,239 0 891 35,380.5755
2020-08-14 2020-06-30 13F NEXTERA ENERGY COM 65339F101 1,239 29 2.40 353 21.31 0.0782
2020-04-29 2020-03-31 13F NEXTERA ENERGY COM 65339F101 1,210 0 0.00 292 -2.35 0.0818
2020-02-14 2019-12-31 13F NEXTERA ENERGY COM 65339F101 1,210 -128 -9.57 298 -4.49 0.0725
2019-11-13 2019-09-30 13F NEXTERA ENERGY COM 65339F101 1,338 0 0.00 312 11.03 0.0924
2019-08-16 2019-06-30 13F NEXTERA ENERGY COM 65339F101 1,338 -255 -16.01 281 -6.33 0.0938
2019-05-13 2019-03-31 13F NEXTERA ENERGY COM 65339F101 1,593 -233 -12.76 300 -10.18 0.1088
2019-02-13 2018-12-31 13F NEXTERA ENERGY COM 65339F101 1,826 1,826 334 0.1576
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.