NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionAnnex Advisory Services, LLC
Latest Disclosed Ownership624,424 shares
Latest Disclosed Value $ 57,996,502
Annex Advisory Services, LLC reports 1,298.99% increase in ownership of NEE / NextEra Energy, Inc.

On April 16, 2026 - Annex Advisory Services, LLC filed a 13F-HR form disclosing ownership of 624,424 shares of NextEra Energy, Inc. (MX:NEE) valued at $57,996,502 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 44,634 shares of NextEra Energy, Inc.. This represents a change in shares of 1,298.99% 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)
2026-04-16 2026-03-31 13F NEXTERA ENERGY COM 65339F101 624,424 579,790 1,298.99 57,997 1,518.64 1.0868
2026-01-26 2025-12-31 13F NEXTERA ENERGY COM 65339F101 44,634 57 0.13 3,583 6.48 0.0684
2025-10-17 2025-09-30 13F NEXTERA ENERGY COM 65339F101 44,577 -1,678 -3.63 3,365 4.80 0.0716
2025-07-11 2025-06-30 13F NEXTERA ENERGY COM 65339F101 46,255 32,886 245.99 3,211 239.07 0.0773
2025-04-11 2025-03-31 13F NEXTERA ENERGY COM 65339F101 13,369 -337 -2.46 948 -3.56 0.0269
2025-01-16 2024-12-31 13F NEXTERA ENERGY COM 65339F101 13,706 6,898 101.32 983 70.78 0.0296
2024-10-10 2024-09-30 13F NEXTERA ENERGY COM 65339F101 6,808 -556 -7.55 575 10.36 0.0184
2024-07-12 2024-06-30 13F NEXTERA ENERGY COM 65339F101 7,364 584 8.61 521 20.32 0.0184
2024-04-12 2024-03-31 13F NEXTERA ENERGY COM 65339F101 6,780 -379 -5.29 433 -0.23 0.0154
2024-02-13 2023-12-31 13F NEXTERA ENERGY COM 65339F101 7,159 -39,345 -84.61 435 -83.71 0.0182
2023-11-01 2023-09-30 13F NEXTERA ENERGY COM 65339F101 46,504 -40,036 -46.26 2,664 -58.51 0.1612
2023-07-24 2023-06-30 13F NEXTERA ENERGY COM 65339F101 86,540 46,925 118.45 6,421 110.32 0.3564
2023-04-27 2023-03-31 13F NEXTERA ENERGY COM 65339F101 39,615 -380 -0.95 3,054 -8.67 0.1636
2023-01-30 2022-12-31 13F NEXTERA ENERGY COM 65339F101 39,995 240 0.60 3,344 7.25 0.1884
2022-10-24 2022-09-30 13F NEXTERA ENERGY COM 65339F101 39,755 -6,572 -14.19 3,117 -13.13 0.2101
2022-07-27 2022-06-30 13F NEXTERA ENERGY COM 65339F101 46,327 1,185 2.63 3,588 -6.17 0.2591
2022-04-13 2022-03-31 13F NEXTERA ENERGY COM 65339F101 45,142 -428 -0.94 3,824 -10.11 0.2798
2022-01-31 2021-12-31 13F NEXTERA ENERGY COM 65339F101 45,570 1,907 4.37 4,254 24.10 0.2916
2021-10-18 2021-09-30 13F NEXTERA ENERGY COM 65339F101 43,663 1,889 4.52 3,428 11.92 0.2804
2021-07-29 2021-06-30 13F NEXTERA ENERGY COM 65339F101 41,774 891 2.18 3,063 -0.91 0.2483
2021-04-22 2021-03-31 13F NEXTERA ENERGY COM 65339F101 40,883 4 0.01 3,091 -2.00 0.2976
2021-01-28 2020-12-31 13F NEXTERA ENERGY COM 65339F101 40,879 30,124 280.09 3,154 5.66 0.3088
2020-10-23 2020-09-30 13F NEXTERA ENERGY COM 65339F101 10,755 -76 -0.70 2,985 14.76 0.3805
2020-07-21 2020-06-30 13F NEXTERA ENERGY COM 65339F101 10,831 201 1.89 2,601 1.68 0.3626
2020-04-22 2020-03-31 13F NEXTERA ENERGY COM 65339F101 10,630 -84 -0.78 2,558 -1.39 0.3622
2020-02-13 2019-12-31 13F/A-1 NEXTERA ENERGY COM 65339F101 10,714 0 0.00 2,594 3.88 0.3143
2020-02-10 2019-12-31 13F NEXTERA ENERGY COM 65339F101 58,946 48,232 2,746 195,601.7389
2019-11-14 2019-09-30 13F NEXTERA ENERGY COM 65339F101 10,714 10,714 2,497 0.3355
2018-05-03 2018-03-31 13F NEXTERA ENERGY COM 65339F101 0 -8,277 -100.00 0 -100.00
2018-02-13 2017-12-31 13F NEXTERA ENERGY COM 65339F101 8,277 -716 -7.96 1,293 -1.90 0.2444
2017-11-02 2017-09-30 13F NEXTERA ENERGY COM 65339F101 8,993 960 11.95 1,318 17.05 0.2701
2017-08-04 2017-06-30 13F NEXTERA ENERGY COM 65339F101 8,033 755 10.37 1,126 20.56 0.2500
2017-05-15 2017-03-31 13F NEXTERA ENERGY COM 65339F101 7,278 423 6.17 934 14.04 0.2321
2017-02-14 2016-12-31 13F NEXTERA ENERGY COM 65339F101 6,855 -348 -4.83 819 -7.04 0.1989
2016-11-14 2016-09-30 13F NEXTERA ENERGY COM 65339F101 7,203 -249 -3.34 881 -9.36 0.2292
2016-08-11 2016-06-30 13F NEXTERA ENERGY COM 65339F101 7,452 104 1.42 972 11.72 0.2633
2016-05-02 2016-03-31 13F NEXTERA ENERGY COM 65339F101 7,348 239 3.36 870 17.73 0.2469
2016-02-01 2015-12-31 13F NEXTERA ENERGY COM 65339F101 7,109 1,124 18.78 739 26.54 0.2165
2015-11-16 2015-09-30 13F NEXTERA ENERGY COM 65339F101 5,985 1,309 27.99 584 27.51 0.1899
2015-08-12 2015-06-30 13F NEXTERA ENERGY COM 65339F101 4,676 1,173 33.49 458 25.82 0.1468
2015-05-12 2015-03-31 13F NEXTERA ENERGY COM 65339F101 3,503 994 39.62 364 36.33 0.1171
2015-02-06 2014-12-31 13F NEXTERA ENERGY COM 65339F101 2,509 2,509 267 0.0833
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.