NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionAncora Advisors, LLC
Latest Disclosed Ownership79,766 shares
Latest Disclosed Value $ 7,408,680
Ancora Advisors, LLC reports 1.25% decrease in ownership of NEE / NextEra Energy, Inc.

On May 15, 2026 - Ancora Advisors, LLC filed a 13F-HR form disclosing ownership of 79,766 shares of NextEra Energy, Inc. (MX:NEE) valued at $7,408,680 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 80,772 shares of NextEra Energy, Inc.. This represents a change in shares of -1.25% 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)
2026-05-15 2026-03-31 13F NEXTERA ENERGY INC COM COM 65339F101 79,766 -1,006 -1.25 7,409 14.25 0.0927
2026-02-17 2025-12-31 13F NEXTERA ENERGY INC COM COM 65339F101 80,772 -1,473 -1.79 6,484 4.45 0.1336
2025-11-14 2025-09-30 13F NEXTERA ENERGY COM 65339F101 82,245 1,854 2.31 6,209 11.25 0.1240
2025-08-14 2025-06-30 13F NEXTERA ENERGY COM 65339F101 80,391 -2,998 -3.60 5,581 -5.60 0.1158
2025-05-15 2025-03-31 13F NEXTERA ENERGY COM 65339F101 83,389 46 0.06 5,911 -1.05 0.1319
2025-02-14 2024-12-31 13F NEXTERA ENERGY COM 65339F101 83,343 -1,773 -2.08 5,975 -16.96 0.1333
2024-11-14 2024-09-30 13F NEXTERA ENERGY COM 65339F101 85,116 -1,057 -1.23 7,195 17.92 0.1638
2024-08-14 2024-06-30 13F NEXTERA ENERGY COM 65339F101 86,173 6,179 7.72 6,102 19.35 0.1512
2024-05-16 2024-03-31 13F NEXTERA ENERGY COM 65339F101 79,994 7,677 10.62 5,112 16.39 0.1162
2024-02-14 2023-12-31 13F NEXTERA ENERGY COM 65339F101 72,317 72,017 24,005.67 4,393 39,827.27 0.1032
2023-11-14 2023-09-30 13F NEXTERA ENERGY INC CORPORATE COM 65339F820 300 -56,350 -99.47 11 -99.74 0.0003
2023-11-14 2023-09-30 13F NEXTERA ENERGY COM 65339F101 62,977 3,608
2023-08-14 2023-06-30 13F NEXTERA ENERGY COM 65339F101 56,650 3,987 7.57 4,203 3.55 0.1106
2023-05-16 2023-03-31 13F NEXTERA ENERGY COM 65339F101 52,663 2,495 4.97 4,059 -3.22 0.1151
2023-02-14 2022-12-31 13F NEXTERA ENERGY COM 65339F101 50,168 1,131 2.31 4,194 9.08 0.1208
2022-11-14 2022-09-30 13F NEXTERA ENERGY COM 65339F101 49,037 -1,035 -2.07 3,845 -0.88 0.1188
2022-08-15 2022-06-30 13F NEXTERA ENERGY COM 65339F101 50,072 1,306 2.68 3,879 -6.10 0.1093
2022-05-16 2022-03-31 13F/A-1 NEXTERA ENERGY COM 65339F101 48,766 -109 -0.22 4,131 -9.47 0.1003
2022-05-13 2022-03-31 13F NEXTERA ENERGY INC COM COM 65339F101 51,555 2,680 3,898 0.0672
2022-02-14 2021-12-31 13F NEXTERA ENERGY COM 65339F101 48,875 877 1.83 4,563 21.07 0.1082
2021-11-15 2021-09-30 13F NEXTERA ENERGY COM 65339F101 47,998 247 0.52 3,769 7.72 0.0974
2021-11-12 2021-06-30 13F/A-1 NEXTERA ENERGY COM 65339F101 47,751 -3,804 -7.38 3,499 -10.24 0.0914
2021-08-13 2021-06-30 13F NEXTERA ENERGY COM 65339F101 47,751 -3,804 3,499 0.0914
2021-11-12 2021-03-31 13F/A-1 NEXTERA ENERGY INC COM COM 65339F101 51,555 142 0.28 3,898 -1.74 0.1076
2021-05-14 2021-03-31 13F NEXTERA ENERGY INC COM COM 65339F101 51,555 142 3,898 0.1076
2021-11-12 2020-12-31 13F/A-1 NEXTERA ENERGY COM 65339F101 51,413 38,477 297.44 3,967 10.47 0.1278
2021-02-12 2020-12-31 13F NEXTERA ENERGY COM 65339F101 51,413 38,477 3,967 0.1278
2021-11-12 2020-09-30 13F/A-1 NEXTERA ENERGY COM 65339F101 12,936 -609 -4.50 3,591 10.39 0.1426
2020-11-13 2020-09-30 13F NEXTERA ENERGY COM 65339F101 12,936 -609 3,591 0.1426
2021-11-12 2020-06-30 13F/A-1 NEXTERA ENERGY COM 65339F101 13,545 -1,037 -7.11 3,253 -7.30 0.1361
2020-08-14 2020-06-30 13F NEXTERA ENERGY COM 65339F101 13,545 -1,037 3,253 0.1361
2021-11-12 2020-03-31 13F/A-1 NEXTERA ENERGY COM 65339F101 14,582 -90 -0.61 3,509 -1.24 0.1623
2020-05-14 2020-03-31 13F NEXTERA ENERGY COM 65339F101 14,582 -90 3,509 0.1623
2020-02-14 2019-12-31 13F NEXTERA ENERGY COM 65339F101 14,672 28 0.19 3,553 4.13 0.1322
2019-11-19 2019-09-30 13F/A-2 NEXTERA ENERGY COM 65339F101 14,644 10,859 286.90 3,412 1,286.99 0.1489
2019-11-18 2019-09-30 13F/A-1 NEXTERA ENERGY COM 65339F101 14,644 10,859 3,412 0.1489
2019-11-14 2019-09-30 13F NEXTERA ENERGY COM 65339F101 14,644 10,859 3,412 0.1496
2019-11-14 2019-06-30 13F/A-1 NEXTERA ENERGY PFD CV PFD 65339F820 3,785 0 0.00 246 4.68 0.0110
2019-11-14 2019-06-30 13F/A-1 NEXTERA ENERGY COM 65339F101 12,492 8,707 2,559 0.1147
2019-08-12 2019-06-30 13F NEXTERA ENERGY PFD CV PFD 65339F820 3,785 -8,707 246 10,160.8596
2019-08-12 2019-06-30 13F NEXTERA ENERGY COM 65339F101 12,492 8,707 2,559 105,697.7227
2019-11-14 2019-03-31 13F/A-1 NEXTERA ENERGY PFD CV PFD 65339F820 3,785 0 0.00 235 7.80 0.0107
2019-11-14 2019-03-31 13F/A-1 NEXTERA ENERGY COM 65339F101 13,429 9,644 2,596 0.1178
2019-05-15 2019-03-31 13F NEXTERA ENERGY PFD CV PFD 65339F820 3,785 -9,644 235 9,789.7291
2019-05-15 2019-03-31 13F NEXTERA ENERGY COM 65339F101 13,429 9,644 2,596 108,145.2629
2019-11-14 2018-12-31 13F/A-1 NEXTERA ENERGY PFD CV PFD 65339F820 3,785 0 0.00 218 0.93 0.0105
2019-11-14 2018-12-31 13F/A-1 NEXTERA ENERGY COM 65339F101 19,234 15,449 3,272 0.1573
2019-02-14 2018-12-31 13F NEXTERA ENERGY PFD CV PFD 65339F820 3,785 -15,449 218
2019-02-14 2018-12-31 13F NEXTERA ENERGY COM 65339F101 19,234 15,449 3,272
2018-11-13 2018-09-30 13F NEXTERA ENERGY PFD CV PFD 65339F820 3,785 0 0.00 216 0.00 0.0083
2018-11-13 2018-09-30 13F NEXTERA ENERGY COM 65339F101 17,686 3,400 2,964 0.1142
2018-08-10 2018-06-30 13F NEXTERA ENERGY PFD CV PFD 65339F820 3,785 -450 -10.63 216 -11.48 0.0094
2018-08-10 2018-06-30 13F NEXTERA ENERGY COM 65339F101 14,286 -2,176 2,386 0.1036
2018-05-15 2018-03-31 13F NEXTERA ENERGY PFD CV PFD 65339F820 4,235 75 1.80 244 4.27 0.0110
2018-05-15 2018-03-31 13F NEXTERA ENERGY INC COM COM 65339F101 16,462 -16,777 2,689 0.1210
2018-02-14 2017-12-31 13F NEXTERA ENERGY PFD CV PFD 65339F820 4,160 435 11.68 234 13.59 0.0125
2018-02-14 2017-12-31 13F NEXTERA ENERGY COM 65339F101 33,239 5,152 5,192 0.2770
2017-11-14 2017-09-30 13F NEXTERA ENERGY PFD CV PFD 65339F820 3,725 0 0.00 206 1.98 0.0119
2017-11-14 2017-09-30 13F NEXTERA ENERGY COM 65339F101 28,087 9,726 4,117 0.2386
2017-08-14 2017-06-30 13F NEXTERA ENERGY PFD CV PFD 65339F820 3,725 -12,133 -76.51 202 -90.08 0.0131
2017-08-14 2017-06-30 13F NEXTERA ENERGY COM 65339F101 18,361 2,503 2,574 0.1667
2017-05-15 2017-03-31 13F NEXTERA ENERGY COM 65339F101 15,858 12,383 356.35 2,037 1,098.24 0.1379
2017-02-14 2016-12-31 13F NEXTERA ENERGY INC CORPORATE COM 65339F820 3,475 -10,554 -75.23 170 -90.09 0.0124
2017-02-14 2016-12-31 13F NEXTERA ENERGY COM 65339F101 15,108 1,079 1,805 0.1317
2016-11-14 2016-09-30 13F NEXTERA ENERGY COM 65339F101 14,029 0 0.00 1,716 -6.18 0.1737
2016-08-11 2016-06-30 13F NEXTERA ENERGY COM 65339F101 14,029 -21 -0.15 1,829 9.98 0.2127
2016-05-13 2016-03-31 13F NEXTERA ENERGY COM 65339F101 14,050 -1,000 -6.64 1,663 6.33 0.2043
2016-02-12 2015-12-31 13F/A NEXTERA ENERGY COM 65339F101 15,050 5,425 56.36 1,564 66.56 0.2000
2016-02-11 2015-12-31 13F NEXTERA ENERGY COM 65339F101 7,275 -2,350 773 0.1016
2015-10-30 2015-09-30 13F NEXTERA ENERGY COM 65339F101 9,625 1,200 14.24 939 13.68 0.1209
2015-07-30 2015-06-30 13F NEXTERA ENERGY COM 65339F101 8,425 8,425 0.00 826 9.11 0.0970
2015-05-15 2015-03-31 13F/A-1 NEXTERA ENERGY INC COM COM 65339F101 0 -7,275 -100.00 757 -2.07 0.0926
2015-05-15 2015-03-31 13F NEXTERA ENERGY INC COM COM 65339F101 0 757
2015-02-11 2014-12-31 13F/A-1 NEXTERA ENERGY INC COM COM 65339F101 7,275 50 0.69 773 14.01 0.0943
2015-02-11 2014-12-31 13F NEXTERA ENERGY INC COM COM 65339F101 7,275 50 773 0.0943
2014-11-07 2014-09-30 13F NEXTERA ENERGY INC COM COM 65339F101 7,225 75 1.05 678 -7.50 0.0870
2014-07-31 2014-06-30 13F NEXTERA ENERGY INC COM COM 65339F101 7,150 7,150 733 0.0950
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.