NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionAspire Private Capital, LLC
Latest Disclosed Ownership3,517 shares
Latest Disclosed Value $ 326,641
Aspire Private Capital, LLC reports 28.97% increase in ownership of NEE / NextEra Energy, Inc.

On April 22, 2026 - Aspire Private Capital, LLC filed a 13F-HR form disclosing ownership of 3,517 shares of NextEra Energy, Inc. (MX:NEE) valued at $326,641 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 16, 2026 disclosing 2,727 shares of NextEra Energy, Inc.. This represents a change in shares of 28.97% 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)
2026-04-22 2026-03-31 13F NEXTERA ENERGY COM 65339F101 3,517 790 28.97 327 49.54 0.0404
2026-01-16 2025-12-31 13F NEXTERA ENERGY COM 65339F101 2,727 2,727 219 0.0487
2025-04-22 2025-03-31 13F NEXTERA ENERGY COM 65339F101 0 -10,003 -100.00 0 -100.00
2025-01-17 2024-12-31 13F NEXTERA ENERGY COM 65339F101 10,003 349 3.62 717 -12.13 0.1779
2024-10-25 2024-09-30 13F NEXTERA ENERGY COM 65339F101 9,654 194 2.05 816 21.97 0.1943
2024-07-15 2024-06-30 13F NEXTERA ENERGY COM 65339F101 9,460 -10 -0.11 670 10.58 0.1725
2024-04-18 2024-03-31 13F NEXTERA ENERGY COM 65339F101 9,470 1,071 12.75 605 18.63 0.1595
2024-02-01 2023-12-31 13F NEXTERA ENERGY COM 65339F101 8,399 2,073 32.77 510 40.88 0.1512
2023-11-03 2023-09-30 13F NEXTERA ENERGY COM 65339F101 6,326 116 1.87 362 -21.30 0.1181
2023-07-24 2023-06-30 13F NEXTERA ENERGY COM 65339F101 6,210 114 1.87 461 -1.92 0.1467
2023-05-30 2023-03-31 13F/A-1 NEXTERA ENERGY COM 65339F101 6,096 33 0.54 470 -7.31 0.1560
2023-05-03 2023-03-31 13F NEXTERA ENERGY COM 65339F101 6,096 33 469,899 0.1560
2023-05-30 2022-12-31 13F/A-1 NEXTERA ENERGY COM 65339F101 6,063 154 2.61 507 9.29 0.1820
2023-02-14 2022-12-31 13F NEXTERA ENERGY COM 65339F101 6,063 154 507 0.1820
2022-11-10 2022-09-30 13F NEXTERA ENERGY COM 65339F101 5,909 -238 -3.87 463 -2.73 0.1761
2022-08-01 2022-06-30 13F NEXTERA ENERGY COM 65339F101 6,147 92 1.52 476 -7.21 0.1699
2022-05-10 2022-03-31 13F NEXTERA ENERGY COM 65339F101 6,055 583 10.65 513 0.39 0.1637
2022-02-14 2021-12-31 13F NEXTERA ENERGY COM 65339F101 5,472 267 5.13 511 24.94 0.1597
2021-11-15 2021-09-30 13F NEXTERA ENERGY COM 65339F101 5,205 -127 -2.38 409 4.60 0.1366
2021-08-09 2021-06-30 13F NEXTERA ENERGY COM 65339F101 5,332 1,715 47.41 391 43.22 0.1253
2021-05-26 2021-03-31 13F NEXTERA ENERGY COM 65339F101 3,617 1,975 120.28 273 114.96 0.0956
2021-02-16 2020-12-31 13F Nextera Energy COM 65339F101 1,642 -178 -9.78 127 0.79 0.0485
2020-11-13 2020-09-30 13F Nextera Energy COM 65339F101 1,820 1,406 339.61 126 27.27 0.0516
2020-08-13 2020-06-30 13F NextEra Energy COM 65339F101 414 32 8.38 99 7.61 0.0460
2020-05-14 2020-03-31 13F NextEra Energy COM 65339F101 382 -8 -2.05 92 -2.13 0.0499
2020-02-11 2019-12-31 13F NEXTERA ENERGY COM 65339F101 390 385 7,700.00 94 9,300.00 0.0407
2019-11-12 2019-09-30 13F NEXTERA ENERGY COM 65339F101 5 0 0.00 1 0.00 0.0005
2019-08-13 2019-06-30 13F NEXTERA ENERGY COM 65339F101 5 -774 -99.36 1 -99.34 0.0005
2019-05-13 2019-03-31 13F NEXTERA ENERGY COM 65339F101 779 -90 -10.36 151 0.00 0.0761
2019-02-25 2018-12-31 13F/A-1 NextEra Energy Com 65339F101 869 869 151 0.0872
2019-02-14 2018-12-31 13F NextEra Energy Com 65339F101 87 151
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.