NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionBragg Financial Advisors, Inc
Latest Disclosed Ownership100,071 shares
Latest Disclosed Value $ 9,294,634
Bragg Financial Advisors, Inc reports 3.28% increase in ownership of NEE / NextEra Energy, Inc.

On May 15, 2026 - Bragg Financial Advisors, Inc filed a 13F-HR form disclosing ownership of 100,071 shares of NextEra Energy, Inc. (MX:NEE) valued at $9,294,634 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 96,893 shares of NextEra Energy, Inc.. This represents a change in shares of 3.28% 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)
2026-05-15 2026-03-31 13F NEXTERA ENERGY COM 65339F101 100,071 3,178 3.28 9,295 19.49 0.2940
2026-02-13 2025-12-31 13F NEXTERA ENERGY COM 65339F101 96,893 -17 -0.02 7,779 6.33 0.2532
2025-11-13 2025-09-30 13F NEXTERA ENERGY COM 65339F101 96,910 -2,686 -2.70 7,316 5.82 0.2420
2025-08-14 2025-06-30 13F NEXTERA ENERGY COM 65339F101 99,596 9,496 10.54 6,914 8.24 0.2470
2025-05-14 2025-03-31 13F NEXTERA ENERGY COM 65339F101 90,100 9,611 11.94 6,387 10.69 0.2627
2025-02-13 2024-12-31 13F NEXTERA ENERGY COM 65339F101 80,489 10,519 15.03 5,770 -2.43 0.2337
2024-11-14 2024-09-30 13F NEXTERA ENERGY COM 65339F101 69,970 12,005 20.71 5,915 44.10 0.2434
2024-08-15 2024-06-30 13F NEXTERA ENERGY COM 65339F101 57,965 46,168 391.35 4,105 445.02 0.1832
2024-05-14 2024-03-31 13F/A-1 NEXTERA ENERGY COM 65339F101 11,797 2,710 29.82 754 36.66 0.0338
2024-05-14 2024-03-31 13F NEXTERA ENERGY COM 65339F101 11,797 2,710 754 0.0338
2024-02-14 2023-12-31 13F NEXTERA ENERGY COM 65339F101 9,087 -2,176 -19.32 552 -14.57 0.0263
2023-11-14 2023-09-30 13F NEXTERA ENERGY COM 65339F101 11,263 -50 -0.44 645 -23.12 0.0341
2023-08-15 2023-06-30 13F NEXTERA ENERGY COM 65339F101 11,313 3,825 51.08 839 45.41 0.0461
2023-05-15 2023-03-31 13F NEXTERA ENERGY COM 65339F101 7,488 -15 -0.20 577 -7.97 0.0340
2023-02-15 2022-12-31 13F NEXTERA ENERGY COM 65339F101 7,503 0 0.00 627 6.63 0.0381
2022-11-14 2022-09-30 13F NEXTERA ENERGY COM 65339F101 7,503 -2,478 -24.83 588 -23.93 0.0406
2022-08-15 2022-06-30 13F NEXTERA ENERGY COM 65339F101 9,981 2,625 35.69 773 24.08 0.0514
2022-05-11 2022-03-31 13F NEXTERA ENERGY COM 65339F101 7,356 1,808 32.59 623 42.89 0.0363
2022-02-14 2021-12-31 13F NEXTERA ENERGY COM 65339F101 5,548 0 0.00 436 0.00 0.0279
2021-11-15 2021-09-30 13F NEXTERA ENERGY COM 65339F101 5,548 120 2.21 436 9.55 0.0279
2021-08-16 2021-06-30 13F NEXTERA ENERGY COM 65339F101 5,428 -88 -1.60 398 -4.56 0.0254
2021-05-14 2021-03-31 13F NEXTERA ENERGY COM 65339F101 5,516 260 4.95 417 2.71 0.0281
2021-02-11 2020-12-31 13F NEXTERA ENERGY COM 65339F101 5,256 3,927 295.49 406 10.03 0.0355
2020-11-13 2020-09-30 13F NEXTERA ENERGY COM 65339F101 1,329 -50 -3.63 369 11.48 0.0378
2020-08-14 2020-06-30 13F NEXTERA ENERGY COM 65339F101 1,379 54 4.08 331 3.76 0.0368
2020-05-15 2020-03-31 13F NEXTERA ENERGY COM 65339F101 1,325 0 0.00 319 -0.62 0.0429
2020-02-14 2019-12-31 13F NEXTERA ENERGY COM 65339F101 1,325 9 0.68 321 4.56 0.0359
2019-11-14 2019-09-30 13F NEXTERA ENERGY COM 65339F101 1,316 55 4.36 307 18.99 0.0373
2019-08-14 2019-06-30 13F NEXTERA ENERGY COM 65339F101 1,261 -6 -0.47 258 5.31 0.0318
2019-05-13 2019-03-31 13F NEXTERA ENERGY COM 65339F101 1,267 1,267 245 0.0318
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.