NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionBoston Private Wealth Llc
Latest Disclosed Ownership70,980 shares
Latest Disclosed Value $ 6,592,619
Boston Private Wealth Llc reports 13.92% decrease in ownership of NEE / NextEra Energy, Inc.

On April 17, 2026 - Boston Private Wealth Llc filed a 13F-HR form disclosing ownership of 70,980 shares of NextEra Energy, Inc. (MX:NEE) valued at $6,592,619 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 82,456 shares of NextEra Energy, Inc.. This represents a change in shares of -13.92% 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)
2026-04-17 2026-03-31 13F NEXTERA ENERGY INC COM USD0.01 COM 65339F101 70,980 -11,476 -13.92 6,593 -0.41 0.1157
2026-02-04 2025-12-31 13F NEXTERA ENERGY INC COM USD0.01 COM 65339F101 82,456 -7,924 -8.77 6,620 -2.98 0.3903
2025-11-06 2025-09-30 13F NEXTERA ENERGY INC COM USD0.01 COM 65339F101 90,380 -11,531 -11.31 6,823 -3.56 0.3672
2025-08-14 2025-06-30 13F NEXTERA ENERGY INC COM USD0.01 COM 65339F101 101,911 -88,875 -46.58 7,075 -47.69 0.3790
2025-05-14 2025-03-31 13F NEXTERA ENERGY INC COM USD0.01 COM 65339F101 190,786 -87,507 -31.44 13,525 -32.21 0.5558
2025-02-05 2024-12-31 13F NEXTERA ENERGY INC COM USD0.01 COM 65339F101 278,293 278,293 19,951 0.3728
2024-10-18 2024-09-30 13F NEXTERA ENERGY INC COM USD0.01 COM 65339F101 0 -313,244 -100.00 0 -100.00
2024-08-06 2024-06-30 13F NEXTERA ENERGY INC COM USD0.01 COM 65339F101 313,244 -12,409 -3.81 22,181 6.57 0.5490
2024-05-15 2024-03-31 13F NEXTERA ENERGY INC COM USD0.01 COM 65339F101 325,653 -16,037 -4.69 20,813 0.28 0.4640
2024-01-30 2023-12-31 13F NEXTERA ENERGY INC COM USD0.01 COM 65339F101 341,690 -75,253 -18.05 20,754 -13.11 0.5049
2023-10-23 2023-09-30 13F NEXTERA ENERGY INC COM USD0.01 COM 65339F101 416,943 -38,373 -8.43 23,887 -29.30 0.5246
2023-07-24 2023-06-30 13F NEXTERA ENERGY INC COM USD0.01 COM 65339F101 455,316 -160,274 -26.04 33,784 -28.80 0.6106
2023-05-12 2023-03-31 13F NEXTERA ENERGY INC COM USD0.01 COM 65339F101 615,590 -58,722 -8.71 47,450 -15.83 0.6632
2023-02-10 2022-12-31 13F Nextera Energy COM 65339F101 674,312 -5,140 -0.76 56,373 5.81 0.7610
2022-11-09 2022-09-30 13F Nextera Energy COM 65339F101 679,452 -1,762 -0.26 53,276 0.96 0.7780
2022-08-16 2022-06-30 13F Nextera Energy COM 65339F101 681,214 1,382 0.20 52,767 -8.37 0.8116
2022-05-13 2022-03-31 13F Nextera Energy COM 65339F101 679,832 26,314 4.03 57,588 -5.61 0.7712
2022-02-15 2021-12-31 13F Nextera Energy COM 65339F101 653,518 -15,095 -2.26 61,012 16.21 1.0006
2021-11-09 2021-09-30 13F Nextera Energy COM 65339F101 668,613 -2,634 -0.39 52,500 6.73 0.6745
2021-08-13 2021-06-30 13F Nextera Energy COM 65339F101 671,247 1,246 0.19 49,189 -2.90 0.6237
2021-05-11 2021-03-31 13F Nextera Energy COM 65339F101 670,001 18,060 2.77 50,658 0.72 0.7056
2021-02-10 2020-12-31 13F NEXTERA ENERGY INC COM COM 65339F101 651,941 490,330 303.40 50,297 12.13 0.7382
2020-11-10 2020-09-30 13F NEXTERA ENERGY INC COM COM 65339F101 161,611 280 0.17 44,857 15.77 0.7398
2020-08-05 2020-06-30 13F NEXTERA ENERGY INC COM COM 65339F101 161,331 6,018 3.87 38,747 3.68 0.7201
2020-05-11 2020-03-31 13F Nextera Energy COM 65339F101 155,313 2,555 1.67 37,371 1.02 0.9072
2020-02-13 2019-12-31 13F Nextera Energy COM 65339F101 152,758 3,302 2.21 36,992 6.23 0.6734
2019-11-01 2019-09-30 13F Nextera Energy COM 65339F101 149,456 -906 -0.60 34,822 13.05 0.6932
2019-07-10 2019-06-30 13F Nextera Energy COM 65339F101 150,362 3,437 2.34 30,803 8.45 1.0346
2019-05-14 2019-03-31 13F Nextera Energy COM 65339F101 146,925 12,800 9.54 28,404 21.83 1.1220
2019-02-14 2018-12-31 13F Nextera Energy COM 65339F101 134,125 1,937 1.47 23,314 5.23 0.9947
2018-11-13 2018-09-30 13F Nextera Energy COM 65339F101 132,188 315 0.24 22,155 0.58 0.7836
2018-08-14 2018-06-30 13F Nextera Energy COM 65339F101 131,873 -1,875 -1.40 22,027 0.83 0.8447
2018-05-11 2018-03-31 13F Nextera Energy COM 65339F101 133,748 -2,409 -1.77 21,845 2.72 0.8379
2018-02-13 2017-12-31 13F Nextera Energy COM 65339F101 136,157 -437 -0.32 21,266 6.23 0.8000
2017-11-13 2017-09-30 13F Nextera Energy COM 65339F101 136,594 -572 -0.42 20,018 4.15 0.7698
2017-08-04 2017-06-30 13F Nextera Energy COM 65339F101 137,166 -327 -0.24 19,221 8.90 0.7541
2017-05-11 2017-03-31 13F Nextera Energy COM 65339F101 137,493 -7,959 -5.47 17,650 1.58 0.7030
2017-02-15 2016-12-31 13F Nextera Energy COM 65339F101 145,452 1,504 1.04 17,375 -1.32 0.7189
2016-11-15 2016-09-30 13F/A-1 Nextera Energy COM 65339F101 143,948 -7,572 -5.00 17,608 -10.89 0.7161
2016-11-14 2016-09-30 13F Nextera Energy COM 65339F101 151,520 0 19,759 0.8061
2016-08-01 2016-06-30 13F Nextera Energy COM 65339F101 151,520 -4,767 -3.05 19,759 6.83 0.8061
2016-05-13 2016-03-31 13F Nextera Energy COM 65339F101 156,287 -2,989 -1.88 18,495 11.77 0.7530
2016-02-12 2015-12-31 13F Nextera Energy COM 65339F101 159,276 -22,801 -12.52 16,547 -6.84 0.6527
2015-11-12 2015-09-30 13F Nextera Energy COM 65339F101 182,077 -8,854 -4.64 17,761 -5.11 0.6885
2015-08-13 2015-06-30 13F Nextera Energy COM 65339F101 190,931 -728 -0.38 18,717 -6.14 0.6194
2015-05-12 2015-03-31 13F Nextera Energy COM 65339F101 191,659 29,831 18.43 19,942 15.94 0.6438
2015-02-10 2014-12-31 13F Nextera Energy COM 65339F101 161,828 161,828 17,201 0.5562
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.