NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionAscent Wealth Partners, LLC
Latest Disclosed Ownership8,436 shares
Latest Disclosed Value $ 783,536
Ascent Wealth Partners, LLC reports 1.04% increase in ownership of NEE / NextEra Energy, Inc.

On May 6, 2026 - Ascent Wealth Partners, LLC filed a 13F-HR form disclosing ownership of 8,436 shares of NextEra Energy, Inc. (MX:NEE) valued at $783,536 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 8,349 shares of NextEra Energy, Inc.. This represents a change in shares of 1.04% 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)
2026-05-06 2026-03-31 13F NEXTERA ENERGY COM 65339F101 8,436 87 1.04 784 16.87 0.0911
2026-02-02 2025-12-31 13F NEXTERA ENERGY COM 65339F101 8,349 -74 -0.88 670 5.51 0.0771
2025-10-21 2025-09-30 13F NEXTERA ENERGY COM 65339F101 8,423 -18,693 -68.94 636 -65.47 0.0738
2025-08-12 2025-06-30 13F NEXTERA ENERGY COM 65339F101 27,116 -7,780 -22.29 1,840 -25.64 0.2271
2025-05-02 2025-03-31 13F NEXTERA ENERGY COM 65339F101 34,896 8,155 30.50 2,474 29.00 0.3318
2025-02-04 2024-12-31 13F NEXTERA ENERGY COM 65339F101 26,741 49 0.18 1,917 -15.03 0.2585
2024-10-31 2024-09-30 13F NEXTERA ENERGY COM 65339F101 26,692 13 0.05 2,256 19.43 0.3144
2024-07-31 2024-06-30 13F NEXTERA ENERGY COM 65339F101 26,679 1,567 6.24 1,889 17.77 0.2766
2024-05-01 2024-03-31 13F NEXTERA ENERGY COM 65339F101 25,112 -1,531 -5.75 1,605 -0.87 0.2383
2024-01-22 2023-12-31 13F NEXTERA ENERGY COM 65339F101 26,643 2,373 9.78 1,618 16.40 0.2643
2023-10-20 2023-09-30 13F NEXTERA ENERGY COM 65339F101 24,270 78 0.32 1,390 -21.07 0.2561
2023-08-04 2023-06-30 13F NEXTERA ENERGY COM 65339F101 24,192 9,168 61.02 1,761 52.07 0.3102
2023-04-25 2023-03-31 13F NEXTERA ENERGY COM 65339F101 15,024 205 1.38 1,158 -6.46 0.2327
2023-02-02 2022-12-31 13F NEXTERA ENERGY COM 65339F101 14,819 -822 -5.26 1,239 0.98 0.2664
2022-11-14 2022-09-30 13F NEXTERA ENERGY COM 65339F101 15,641 -8,119 -34.17 1,226 -33.91 0.2921
2022-08-10 2022-06-30 13F NEXTERA ENERGY COM 65339F101 23,760 14,597 159.30 1,855 139.05 0.4172
2022-05-02 2022-03-31 13F Nextera Energy COM 65339F101 9,163 9,163 776 0.1451
2022-01-26 2021-12-31 13F Nextera Energy COM 65339F101 0 -8,899 -100.00 0 -100.00
2021-11-01 2021-09-30 13F Nextera Energy COM 65339F101 8,899 299 3.48 699 10.95 0.1337
2021-07-30 2021-06-30 13F Nextera Energy COM 65339F101 8,600 0 0.00 630 -3.08 0.1202
2021-04-26 2021-03-31 13F Nextera Energy COM 65339F101 8,600 0 0.00 650 -1.96 0.1411
2021-02-02 2020-12-31 13F Nextera Energy COM 65339F101 8,600 6,450 300.00 663 11.06 0.1475
2020-10-22 2020-09-30 13F Nextera Energy COM 65339F101 2,150 0 0.00 597 15.70 0.1526
2020-07-21 2020-06-30 13F Nextera Energy COM 65339F101 2,150 0 0.00 516 -0.19 0.1497
2020-04-29 2020-03-31 13F Nextera Energy COM 65339F101 2,150 0 0.00 517 -0.77 0.1891
2020-01-29 2019-12-31 13F Nextera Energy COM 65339F101 2,150 0 0.00 521 3.99 0.1481
2019-10-22 2019-09-30 13F Nextera Energy COM 65339F101 2,150 0 0.00 501 13.86 0.1534
2019-07-30 2019-06-30 13F Nextera Energy COM 65339F101 2,150 0 0.00 440 5.77 0.1360
2019-05-13 2019-03-31 13F Nextera Energy Equity 65339F101 2,150 0 0.00 416 11.23 0.1354
2019-02-13 2018-12-31 13F Nextera Energy Equity 65339F101 2,150 -6 -0.28 374 3.60 0.1461
2019-08-21 2018-09-30 13F Nextera Energy COM 65339F101 2,156 6 0.28 361 0.56 0.1152
2019-08-21 2018-06-30 13F Nextera Energy COM 65339F101 2,150 0 0.00 359 2.28 0.1263
2019-08-21 2018-03-31 13F Nextera Energy COM 65339F101 2,150 0 0.00 351 4.46 0.1276
2019-08-21 2017-12-31 13F Nextera Energy COM 65339F101 2,150 0 0.00 336 6.67 0.1251
2019-08-21 2017-09-30 13F Nextera Energy COM 65339F101 2,150 0 0.00 315 4.65 0.1261
2019-08-21 2017-06-30 13F Nextera Energy COM 65339F101 2,150 0 0.00 301 9.06 0.1295
2019-08-21 2017-03-31 13F Nextera Energy COM 65339F101 2,150 0 0.00 276 7.39 0.1245
2019-08-21 2016-12-31 13F Nextera Energy COM 65339F101 2,150 0 0.00 257 -2.28 0.1261
2019-08-21 2016-09-30 13F Nextera Energy COM 65339F101 2,150 0 0.00 263 -6.07 0.1330
2019-08-21 2016-06-30 13F Nextera Energy COM 65339F101 2,150 -50 -2.27 280 7.69 0.1450
2019-08-21 2016-03-31 13F Nextera Energy COM 65339F101 2,200 50 2.33 260 16.59 0.1396
2019-08-21 2015-12-31 13F Nextera Energy COM 65339F101 2,150 0 0.00 223 6.19 0.1244
2019-08-21 2015-09-30 13F Nextera Energy COM 65339F101 2,150 0 0.00 210 -0.47 0.1254
2019-08-21 2015-06-30 13F Nextera Energy COM 65339F101 2,150 0 0.00 211 -5.80 0.1161
2019-08-21 2015-03-31 13F Nextera Energy COM 65339F101 2,150 0 0.00 224 -2.18 0.1225
2019-08-21 2014-12-31 13F Nextera Energy COM 65339F101 2,150 0 0.00 229 13.37 0.1345
2019-08-21 2014-09-30 13F Nextera Energy COM 65339F101 2,150 0 0.00 202 -8.18 0.1283
2019-08-21 2014-06-30 13F Nextera Energy COM 65339F101 2,150 0 0.00 220 6.80 0.1390
2019-08-22 2014-03-31 13F Nextera Energy COM 65339F101 2,150 2,150 206 0.1413
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.