NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionAlerus Financial Na
Latest Disclosed Ownership8,828 shares
Latest Disclosed Value $ 819,945
Alerus Financial Na reports 534.20% increase in ownership of NEE / NextEra Energy, Inc.

On May 12, 2026 - Alerus Financial Na filed a 13F-HR form disclosing ownership of 8,828 shares of NextEra Energy, Inc. (MX:NEE) valued at $819,945 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 1,392 shares of NextEra Energy, Inc.. This represents a change in shares of 534.20% 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)
2026-05-12 2026-03-31 13F NEXTERA ENERGY COM 65339F101 8,828 7,436 534.20 820 637.84 0.0405
2026-02-13 2025-12-31 13F NEXTERA ENERGY COM 65339F101 1,392 0 0.00 112 5.71 0.0055
2025-11-10 2025-09-30 13F NEXTERA ENERGY COM 65339F101 1,392 0 0.00 105 9.38 0.0053
2025-08-13 2025-06-30 13F NEXTERA ENERGY COM 65339F101 1,392 1,392 97 0.0070
2023-05-15 2023-03-31 13F NEXTERA ENERGY COM 65339F101 0 -2,414 -100.00 0 -100.00
2023-02-14 2022-12-31 13F NEXTERA ENERGY COM 65339F101 2,414 2,414 202 0.0185
2022-11-14 2022-09-30 13F NEXTERA ENERGY COM 65339F101 0 -2,693 -100.00 0 -100.00
2022-08-12 2022-06-30 13F NEXTERA ENERGY COM 65339F101 2,693 -3,266 -54.81 208 -58.81 0.0192
2022-05-13 2022-03-31 13F NEXTERA ENERGY COM 65339F101 5,959 -832 -12.25 505 -20.35 0.0431
2022-02-14 2021-12-31 13F NEXTERA ENERGY COM 65339F101 6,791 -16,467 -70.80 634 -65.28 0.0517
2021-11-12 2021-09-30 13F NEXTERA ENERGY COM 65339F101 23,258 -4,506 -16.23 1,826 -10.23 0.1663
2021-08-11 2021-06-30 13F NEXTERA ENERGY COM 65339F101 27,764 -22,541 -44.81 2,034 -46.52 0.2051
2021-05-13 2021-03-31 13F NEXTERA ENERGY COM 65339F101 50,305 -10,976 -17.91 3,803 -19.56 0.4009
2021-02-12 2020-12-31 13F NEXTERA ENERGY COM 65339F101 61,281 46,173 305.62 4,728 12.76 0.4803
2020-11-13 2020-09-30 13F NEXTERA ENERGY COM 65339F101 15,108 -515 -3.30 4,193 11.75 0.4720
2020-08-14 2020-06-30 13F NEXTERA ENERGY COM 65339F101 15,623 2,259 16.90 3,752 16.67 0.4412
2020-05-12 2020-03-31 13F NEXTERA ENERGY COM 65339F101 13,364 10,394 349.97 3,216 347.29 0.4449
2020-02-11 2019-12-31 13F NEXTERA ENERGY COM 65339F101 2,970 0 0.00 719 3.90 0.0819
2019-11-13 2019-09-30 13F NEXTERA ENERGY COM 65339F101 2,970 0 0.00 692 13.82 0.0895
2019-08-13 2019-06-30 13F NEXTERA ENERGY COM 65339F101 2,970 0 0.00 608 5.92 0.0820
2019-05-06 2019-03-31 13F NEXTERA ENERGY COM 65339F101 2,970 0 0.00 574 11.24 0.0800
2019-02-04 2018-12-31 13F NEXTERA ENERGY COM 65339F101 2,970 0 0.00 516 3.61 0.0791
2018-11-13 2018-09-30 13F NEXTERA ENERGY COM 65339F101 2,970 0 0.00 498 0.40 0.0681
2018-08-08 2018-06-30 13F NEXTERA ENERGY COM 65339F101 2,970 0 0.00 496 2.27 0.0704
2018-05-09 2018-03-31 13F NEXTERA ENERGY COM 65339F101 2,970 0 0.00 485 4.53 0.0696
2018-02-14 2017-12-31 13F NEXTERA ENERGY COM 65339F101 2,970 0 0.00 464 6.67 0.0657
2017-11-13 2017-09-30 13F NEXTERA ENERGY COM 65339F101 2,970 0 0.00 435 4.57 0.0634
2017-08-09 2017-06-30 13F NEXTERA ENERGY COM 65339F101 2,970 0 0.00 416 9.19 0.0617
2017-04-27 2017-03-31 13F NEXTERA ENERGY COM 65339F101 2,970 0 0.00 381 7.32 0.0584
2017-02-13 2016-12-31 13F NEXTERA ENERGY COM 65339F101 2,970 0 0.00 355 -2.20 0.0574
2016-11-10 2016-09-30 13F NEXTERA ENERGY COM 65339F101 2,970 -431 -12.67 363 -18.06 0.0587
2016-08-11 2016-06-30 13F NEXTERA ENERGY COM 65339F101 3,401 3,401 443 0.0741
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.