NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionBuckley Wealth Management, LLC
Latest Disclosed Ownership77,657 shares
Latest Disclosed Value $ 7,212,852
Buckley Wealth Management, LLC reports 1.88% increase in ownership of NEE / NextEra Energy, Inc.

On May 13, 2026 - Buckley Wealth Management, LLC filed a 13F-HR form disclosing ownership of 77,657 shares of NextEra Energy, Inc. (MX:NEE) valued at $7,212,852 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 76,223 shares of NextEra Energy, Inc.. This represents a change in shares of 1.88% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-13 2026-03-31 13F NEXTERA ENERGY COM 65339F101 77,657 1,434 1.88 7,213 17.86 1.8407
2026-02-12 2025-12-31 13F NEXTERA ENERGY COM 65339F101 76,223 -244 -0.32 6,119 6.01 1.6224
2025-11-14 2025-09-30 13F NEXTERA ENERGY COM 65339F101 76,467 5,946 8.43 5,773 17.92 1.5805
2025-08-11 2025-06-30 13F NEXTERA ENERGY COM 65339F101 70,521 16,606 30.80 4,896 28.07 1.4651
2025-05-15 2025-03-31 13F NEXTERA ENERGY COM 65339F101 53,915 15,327 39.72 3,822 38.18 1.1890
2025-02-10 2024-12-31 13F NEXTERA ENERGY COM 65339F101 38,588 112 0.29 2,766 -14.94 0.8469
2024-10-18 2024-09-30 13F NEXTERA ENERGY COM 65339F101 38,476 -590 -1.51 3,252 17.57 1.0019
2024-07-24 2024-06-30 13F NEXTERA ENERGY COM 65339F101 39,066 -196 -0.50 2,766 10.24 0.8767
2024-04-16 2024-03-31 13F NEXTERA ENERGY COM 65339F101 39,262 6,017 18.10 2,509 24.27 0.8046
2024-01-18 2023-12-31 13F NEXTERA ENERGY COM 65339F101 33,245 -1,280 -3.71 2,019 2.12 0.7010
2023-10-13 2023-09-30 13F NEXTERA ENERGY COM 65339F101 34,525 14,879 75.74 1,978 35.69 0.7400
2023-07-12 2023-06-30 13F NEXTERA ENERGY COM 65339F101 19,646 6,591 50.49 1,458 44.83 0.4958
2023-04-14 2023-03-31 13F NEXTERA ENERGY COM 65339F101 13,055 899 7.40 1,006 -0.98 0.3706
2023-02-10 2022-12-31 13F NEXTERA ENERGY COM 65339F101 12,156 -1,988 -14.06 1,016 -8.39 0.3698
2022-11-14 2022-09-30 13F NEXTERA ENERGY COM 65339F101 14,144 -4,153 -22.70 1,109 -21.74 0.4088
2022-08-04 2022-06-30 13F NEXTERA ENERGY COM 65339F101 18,297 -351 -1.88 1,417 -10.32 0.4560
2022-05-06 2022-03-31 13F NEXTERA ENERGY COM 65339F101 18,648 5,464 41.44 1,580 28.35 0.4277
2022-02-02 2021-12-31 13F NEXTERA ENERGY COM 65339F101 13,184 2,711 25.89 1,231 49.76 0.3594
2021-11-09 2021-09-30 13F NEXTERA ENERGY COM 65339F101 10,473 948 9.95 822 17.77 0.2658
2021-07-27 2021-06-30 13F NEXTERA ENERGY COM 65339F101 9,525 294 3.18 698 0.00 0.2395
2021-04-30 2021-03-31 13F NEXTERA ENERGY COM 65339F101 9,231 1,369 17.41 698 14.99 0.2587
2021-01-20 2020-12-31 13F NEXTERA ENERGY COM 65339F101 7,862 5,940 309.05 607 13.67 0.2489
2020-10-19 2020-09-30 13F NEXTERA ENERGY COM 65339F101 1,922 -887 -31.58 534 -20.89 0.2397
2020-07-15 2020-06-30 13F NEXTERA ENERGY COM 65339F101 2,809 -193 -6.43 675 -6.51 0.3061
2020-04-10 2020-03-31 13F NEXTERA ENERGY COM 65339F101 3,002 763 34.08 722 33.21 0.3917
2020-01-16 2019-12-31 13F NEXTERA ENERGY COM 65339F101 2,239 -122 -5.17 542 -1.45 0.2460
2019-10-11 2019-09-30 13F NEXTERA ENERGY COM 65339F101 2,361 -659 -21.82 550 -11.15 0.2692
2019-07-19 2019-06-30 13F NEXTERA ENERGY COM 65339F101 3,020 -144 -4.55 619 1.14 0.2897
2019-04-11 2019-03-31 13F NEXTERA ENERGY COM 65339F101 3,164 58 1.87 612 13.33 0.2899
2019-02-01 2018-12-31 13F NEXTERA ENERGY COM 65339F101 3,106 -110 -3.42 540 0.19 0.2784
2018-10-25 2018-09-30 13F NEXTERA ENERGY COM 65339F101 3,216 -10 -0.31 539 0.00 0.2354
2018-07-31 2018-06-30 13F NEXTERA ENERGY COM 65339F101 3,226 133 4.30 539 6.73 0.2548
2018-05-08 2018-03-31 13F NEXTERA ENERGY COM 65339F101 3,093 108 3.62 505 8.37 0.2496
2018-02-07 2017-12-31 13F NEXTERA ENERGY COM 65339F101 2,985 2,985 466 0.2337
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.