NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionBalboa Wealth Partners
Latest Disclosed Ownership3,201 shares
Latest Disclosed Value $ 297,309
Balboa Wealth Partners ownership in NEE / NextEra Energy, Inc.

On April 16, 2026 - Balboa Wealth Partners filed a 13F-HR form disclosing ownership of 3,201 shares of NextEra Energy, Inc. (MX:NEE) valued at $297,309 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2025 disclosing 0 shares of NextEra Energy, Inc..

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 3,201 3,201 297 0.0499
2025-02-10 2024-12-31 13F NEXTERA ENERGY COM 65339F101 0 -8,747 -100.00 0 -100.00
2024-11-06 2024-09-30 13F NEXTERA ENERGY COM 65339F101 8,747 -607 -6.49 739 11.63 0.1841
2024-08-13 2024-06-30 13F NEXTERA ENERGY COM 65339F101 9,354 1,194 14.63 662 27.06 0.1749
2024-05-13 2024-03-31 13F NEXTERA ENERGY COM 65339F101 8,160 -1,520 -15.70 521 -11.24 0.1535
2024-02-09 2023-12-31 13F NEXTERA ENERGY COM 65339F101 9,680 354 3.80 588 9.93 0.1954
2023-10-23 2023-09-30 13F NEXTERA ENERGY COM 65339F101 9,326 5,849 168.22 534 106.98 0.2005
2023-08-08 2023-06-30 13F NEXTERA ENERGY COM 65339F101 3,477 211 6.46 258 2.79 0.0900
2023-05-12 2023-03-31 13F NEXTERA ENERGY COM 65339F101 3,266 474 16.98 252 7.73 0.0951
2023-02-14 2022-12-31 13F NEXTERA ENERGY COM 65339F101 2,792 -332 -10.63 233 -4.90 0.1052
2023-01-04 2022-09-30 13F NEXTERA ENERGY COM 65339F101 3,124 3,124 245 0.1077
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.