NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionBrookstone Capital Management
Latest Disclosed Ownership34,354 shares
Latest Disclosed Value $ 3,190,808
Brookstone Capital Management reports 0.19% decrease in ownership of NEE / NextEra Energy, Inc.

On April 16, 2026 - Brookstone Capital Management filed a 13F-HR form disclosing ownership of 34,354 shares of NextEra Energy, Inc. (MX:NEE) valued at $3,190,808 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 15, 2026 disclosing 34,419 shares of NextEra Energy, Inc.. This represents a change in shares of -0.19% 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)
2026-04-16 2026-03-31 13F NEXTERA ENERGY COM 65339F101 34,354 -65 -0.19 3,191 15.45 0.0365
2026-01-15 2025-12-31 13F NEXTERA ENERGY COM 65339F101 34,419 376 1.10 2,763 7.55 0.0316
2025-10-15 2025-09-30 13F NEXTERA ENERGY COM 65339F101 34,043 514 1.53 2,570 10.40 0.0307
2025-07-30 2025-06-30 13F NEXTERA ENERGY COM 65339F101 33,529 -2,228 -6.23 2,328 -8.17 0.0305
2025-04-29 2025-03-31 13F NEXTERA ENERGY COM 65339F101 35,757 -51,691 -59.11 2,535 -59.58 0.0363
2025-01-13 2024-12-31 13F NEXTERA ENERGY COM 65339F101 87,448 10,635 13.85 6,269 -3.43 0.0912
2024-10-08 2024-09-30 13F NEXTERA ENERGY COM 65339F101 76,813 1,059 1.40 6,493 20.89 0.0957
2024-07-18 2024-06-30 13F NEXTERA ENERGY COM 65339F101 75,754 4,602 6.47 5,371 18.10 0.0891
2024-04-15 2024-03-31 13F NEXTERA ENERGY COM 65339F101 71,152 11,777 19.83 4,547 26.10 0.0813
2024-01-11 2023-12-31 13F NEXTERA ENERGY COM 65339F101 59,375 1,687 2.92 3,606 19.32 0.0701
2023-10-20 2023-09-30 13F NEXTERA ENERGY COM 65339F101 57,688 35,088 155.26 3,022 85.63 0.0663
2023-07-11 2023-06-30 13F NEXTERA ENERGY COM 65339F101 22,600 -3,141 -12.20 1,628 -19.45 0.0328
2023-04-19 2023-03-31 13F NEXTERA ENERGY COM 65339F101 25,741 137 0.54 2,022 -5.60 0.0394
2023-01-09 2022-12-31 13F NEXTERA ENERGY COM 65339F101 25,604 -4,213 -14.13 2,142 -1.29 0.0434
2022-10-14 2022-09-30 13F NEXTERA ENERGY COM 65339F101 29,817 3,090 11.56 2,169 1.12 0.0501
2022-07-11 2022-06-30 13F NEXTERA ENERGY COM 65339F101 26,727 -1,957 -6.82 2,145 -11.58 0.0475
2022-04-12 2022-03-31 13F NEXTERA ENERGY COM 65339F101 28,684 4,543 18.82 2,426 16.30 0.0475
2022-01-11 2021-12-31 13F NEXTERA ENERGY COM 65339F101 24,141 -2,877 -10.65 2,086 -3.74 0.0359
2021-11-03 2021-09-30 13F NEXTERA ENERGY COM 65339F101 27,018 -628 -2.27 2,167 4.69 0.0390
2021-07-14 2021-06-30 13F NEXTERA ENERGY COM 65339F101 27,646 13,586 96.63 2,070 94.73 0.0371
2021-04-16 2021-03-31 13F NEXTERA ENERGY COM 65339F101 14,060 3,650 35.06 1,063 32.38 0.0407
2021-01-13 2020-12-31 13F NEXTERA ENERGY COM 65339F101 10,410 5,551 114.24 803 -40.47 0.0319
2020-10-13 2020-09-30 13F NEXTERA ENERGY COM 65339F101 4,859 995 25.75 1,349 45.37 0.0623
2020-07-21 2020-06-30 13F NEXTERA ENERGY COM 65339F101 3,864 268 7.45 928 7.28 0.0578
2020-04-14 2020-03-31 13F NEXTERA ENERGY COM 65339F101 3,596 -1,188 -24.83 865 -25.30 0.0497
2020-01-29 2019-12-31 13F NEXTERA ENERGY COM 65339F101 4,784 2,723 132.12 1,158 141.25 0.0588
2019-10-18 2019-09-30 13F NEXTERA ENERGY COM 65339F101 2,061 -16 -0.77 480 12.94 0.0261
2019-07-25 2019-06-30 13F NEXTERA ENERGY COM 65339F101 2,077 214 11.49 425 18.06 0.0246
2019-04-18 2019-03-31 13F NEXTERA ENERGY COM 65339F101 1,863 -11 -0.59 360 10.43 0.0234
2019-02-05 2018-12-31 13F NEXTERA ENERGY COM 65339F101 1,874 -73 -3.75 326 0.00 0.0247
2018-11-05 2018-09-30 13F NEXTERA ENERGY COM 65339F101 1,947 261 15.48 326 15.60 0.0248
2018-08-06 2018-06-30 13F NEXTERA ENERGY COM 65339F101 1,686 1,686 282 0.0246
2016-04-14 2016-03-31 13F NEXTERA ENERGY CAPITAL HLDGS PFD 5.625% DIV SER H CALLABLE PFD 5.625% DIV SER H CALLABLE 65339K704 0 0 0 0.0000
2016-01-14 2015-12-31 13F NEXTERA ENERGY INC COM COM 65339F101 0 -500 -100.00 0 -100.00
2015-10-28 2015-09-30 13F NEXTERA ENERGY CAPITAL HLDGS PFD 5.625% DIV SER H CALLABLE PFD 5.625% DIV SER H CALLABLE 65339K704 500 8 1.63 12 -75.00 0.0022
2015-10-28 2015-09-30 13F NEXTERA ENERGY INC COM COM 65339F101 488 -4 48 0.0087
2015-08-11 2015-06-30 13F NEXTERA ENERGY INC COM COM 65339F101 492 -2,408 -83.03 48 -80.65 0.0060
2014-02-10 2013-12-31 13F NEXTERA ENERGY INC COM COM 65339F101 2,900 2,900 248 0.0713
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.