NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionArkadios Wealth Advisors
Latest Disclosed Ownership176,167 shares
Latest Disclosed Value $ 16,362,387
Arkadios Wealth Advisors reports 3.46% increase in ownership of NEE / NextEra Energy, Inc.

On May 18, 2026 - Arkadios Wealth Advisors filed a 13F-HR form disclosing ownership of 176,167 shares of NextEra Energy, Inc. (MX:NEE) valued at $16,362,387 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 170,278 shares of NextEra Energy, Inc.. This represents a change in shares of 3.46% 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)
2026-05-18 2026-03-31 13F NEXTERA ENERGY INC COM Stock 65339F101 176,167 5,889 3.46 16,362 19.70 0.1723
2026-02-13 2025-12-31 13F NEXTERA ENERGY INC COM Stock 65339F101 170,278 47,407 38.58 13,670 47.37 0.2650
2025-10-29 2025-09-30 13F NEXTERA ENERGY INC COM Stock 65339F101 122,871 17,772 16.91 9,275 27.12 0.2225
2025-08-04 2025-06-30 13F NEXTERA ENERGY INC COM Stock 65339F101 105,099 18,627 21.54 7,296 19.02 0.2151
2025-05-08 2025-03-31 13F NEXTERA ENERGY INC COM Stock 65339F101 86,472 66,860 340.91 6,130 336.30 0.2315
2025-01-15 2024-12-31 13F NEXTERA ENERGY INC COM Stock 65339F101 19,612 -3,222 -14.11 1,406 -27.20 0.0767
2024-10-24 2024-09-30 13F NEXTERA ENERGY INC COM Stock 65339F101 22,834 5,196 29.46 1,930 54.65 0.1093
2024-07-29 2024-06-30 13F NEXTERA ENERGY INC COM Stock 65339F101 17,638 2,910 19.76 1,249 32.62 0.0842
2024-04-30 2024-03-31 13F NEXTERA ENERGY INC COM Stock 65339F101 14,728 -483 -3.18 941 1.95 0.0730
2024-01-24 2023-12-31 13F NEXTERA ENERGY INC COM Stock 65339F101 15,211 -2,139 -12.33 924 -7.05 0.0781
2023-10-13 2023-09-30 13F NEXTERA ENERGY INC COM Stock 65339F101 17,350 780 4.71 994 -19.20 0.0943
2023-07-26 2023-06-30 13F NEXTERA ENERGY INC COM Stock 65339F101 16,570 -390 -2.30 1,229 -5.97 0.1430
2023-05-02 2023-03-31 13F NEXTERA ENERGY INC COM Stock 65339F101 16,960 -264 -1.53 1,307 -9.17 0.1557
2023-01-11 2022-12-31 13F NEXTERA ENERGY INC COM Stock 65339F101 17,224 -77 -0.45 1,440 143,800.00 0.1909
2022-10-21 2022-09-30 13F NEXTERA ENERGY INC COM Stock 65339F101 17,301 2,618 17.83 1 0.00 0.2057
2022-07-14 2022-06-30 13F NEXTERA ENERGY INC COM Stock 65339F101 14,683 -1,006 -6.41 1 0.00 0.1691
2022-05-02 2022-03-31 13F NEXTERA ENERGY INC COM Stock 65339F101 15,689 3,195 25.57 1 0.00 0.1741
2022-02-03 2021-12-31 13F NEXTERA ENERGY INC COM Stock 65339F101 12,494 742 6.31 1 0.1544
2021-10-19 2021-09-30 13F NEXTERA ENERGY INC COM Stock 65339F101 11,752 -1,465 -11.08 1 0.1329
2021-07-28 2021-06-30 13F NEXTERA ENERGY INC COM Stock 65339F101 13,217 27 0.20 1 0.1179
2021-04-26 2021-03-31 13F NEXTERA ENERGY INC COM Stock 65339F101 13,190 3,616 37.77 1 0.1642
2021-02-09 2020-12-31 13F NEXTERA ENERGY INC COM Stock 65339F101 9,574 7,469 354.82 1 -100.00 0.1548
2020-11-10 2020-09-30 13F NEXTERA ENERGY INC COM Common Stock 65339F101 2,105 32 1.54 644 18.20 0.3228
2020-08-10 2020-06-30 13F NEXTERA ENERGY INC COM Common Stock 65339F101 2,073 65 3.24 544 12.63 0.3020
2020-05-14 2020-03-31 13F NEXTERA ENERGY INC COM Common Stock 65339F101 2,008 1 0.05 483 -12.50 0.3080
2020-02-14 2019-12-31 13F NEXTERA ENERGY INC COM Common Stock 65339F101 2,007 2,007 553 0.3311
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.