NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionAtticus Wealth Management, Llc
Latest Disclosed Ownership21,035 shares
Latest Disclosed Value $ 1,953,750
Atticus Wealth Management, Llc reports 5.27% decrease in ownership of NEE / NextEra Energy, Inc.

On April 28, 2026 - Atticus Wealth Management, Llc filed a 13F-HR form disclosing ownership of 21,035 shares of NextEra Energy, Inc. (MX:NEE) valued at $1,953,750 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 22,205 shares of NextEra Energy, Inc.. This represents a change in shares of -5.27% 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)
2026-04-28 2026-03-31 13F NEXTERA ENERGY COM 65339F101 21,035 -1,170 -5.27 1,954 9.60 0.5296
2026-02-09 2025-12-31 13F NEXTERA ENERGY COM 65339F101 22,205 37 0.17 1,783 6.52 0.4403
2025-11-07 2025-09-30 13F NEXTERA ENERGY COM 65339F101 22,168 -1,530 -6.46 1,673 1.70 0.4224
2025-07-10 2025-06-30 13F NEXTERA ENERGY COM 65339F101 23,698 3,598 17.90 1,645 15.52 0.4442
2025-04-22 2025-03-31 13F NEXTERA ENERGY COM 65339F101 20,100 -1,105 -5.21 1,425 -6.32 0.4650
2025-01-22 2024-12-31 13F NEXTERA ENERGY COM 65339F101 21,205 18 0.08 1,520 -15.08 0.4727
2024-10-15 2024-09-30 13F NEXTERA ENERGY COM 65339F101 21,187 2,807 15.27 1,791 37.59 0.5750
2024-07-17 2024-06-30 13F NEXTERA ENERGY COM 65339F101 18,380 -33 -0.18 1,302 10.63 0.4254
2024-04-17 2024-03-31 13F NEXTERA ENERGY COM 65339F101 18,413 -163 -0.88 1,177 4.26 0.3848
2024-01-17 2023-12-31 13F NEXTERA ENERGY COM 65339F101 18,576 -2,075 -10.05 1,128 -4.65 0.3981
2023-11-16 2023-09-30 13F/A-1 NEXTERA ENERGY COM 65339F101 20,651 -649 -3.05 1,183 -25.13 0.4534
2023-10-16 2023-09-30 13F NEXTERA ENERGY COM 65339F101 21,300 0 1,580 0.5825
2023-07-21 2023-06-30 13F NEXTERA ENERGY COM 65339F101 21,300 76 0.36 1,580 -3.36 0.5824
2023-04-17 2023-03-31 13F NEXTERA ENERGY COM 65339F101 21,224 -522 -2.40 1,636 -10.02 0.6249
2023-01-31 2022-12-31 13F NEXTERA ENERGY COM 65339F101 21,746 102 0.47 1,818 8.35 0.7472
2022-10-18 2022-09-30 13F NEXTERA ENERGY COM 65339F101 21,644 0 0.00 1,677 0.00 0.8107
2022-07-13 2022-06-30 13F NEXTERA ENERGY COM 65339F101 21,644 265 1.24 1,677 -7.40 0.6965
2022-04-15 2022-03-31 13F NEXTERA ENERGY COM 65339F101 21,379 78 0.37 1,811 -8.95 0.6611
2022-01-26 2021-12-31 13F NEXTERA ENERGY COM 65339F101 21,301 1,264 6.31 1,989 26.45 0.7760
2021-11-09 2021-09-30 13F/A-1 NEXTERA ENERGY COM 65339F101 20,037 -26 -0.13 1,573 7.01 0.6905
2021-10-18 2021-09-30 13F NEXTERA ENERGY COM 65339F101 20,037 -26 1,573 0.4516
2021-07-21 2021-06-30 13F NEXTERA ENERGY COM 65339F101 20,063 62 0.31 1,470 -2.78 0.6399
2021-04-15 2021-03-31 13F NEXTERA ENERGY COM 65339F101 20,001 83 0.42 1,512 -1.63 0.7202
2021-01-20 2020-12-31 13F NEXTERA ENERGY COM 65339F101 19,918 14,965 302.14 1,537 11.78 0.7737
2020-10-21 2020-09-30 13F NEXTERA ENERGY COM 65339F101 4,953 14 0.28 1,375 15.94 0.8198
2020-07-15 2020-06-30 13F NEXTERA ENERGY COM 65339F101 4,939 139 2.90 1,186 2.68 0.7830
2020-04-23 2020-03-31 13F NEXTERA ENERGY COM 65339F101 4,800 -470 -8.92 1,155 -9.48 0.9312
2020-02-03 2019-12-31 13F NEXTERA ENERGY COM 65339F101 5,270 5,270 1,276 0.8137
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.