NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionCapWealth Advisors, LLC
Latest Disclosed Ownership268,418 shares
Latest Disclosed Value $ 24,930,664
CapWealth Advisors, LLC reports 0.14% increase in ownership of NEE / NextEra Energy, Inc.

On May 5, 2026 - CapWealth Advisors, LLC filed a 13F-HR form disclosing ownership of 268,418 shares of NextEra Energy, Inc. (MX:NEE) valued at $24,930,664 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on February 6, 2026 disclosing 268,049 shares of NextEra Energy, Inc.. This represents a change in shares of 0.14% 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)
2026-05-05 2026-03-31 13F NEXTERA ENERGY INC COM Stock 65339F101 268,418 369 0.14 24,931 15.86 1.8506
2026-02-06 2025-12-31 13F/A-1 NEXTERA ENERGY INC COM Stock 65339F101 268,049 2,147 0.81 21,519 7.20 1.4728
2026-02-02 2025-12-31 13F NEXTERA ENERGY INC COM Stock 65339F101 268,049 2,147 21,519 1.4627
2026-02-06 2025-09-30 13F/A-2 NEXTERA ENERGY INC COM Stock 65339F101 265,902 4,572 1.75 20,073 10.64 1.3820
2025-10-30 2025-09-30 13F/A-1 NEXTERA ENERGY INC COM Stock 65339F101 265,902 4,572 20,073 1.3719
2025-10-21 2025-09-30 13F NEXTERA ENERGY INC COM Stock 65339F101 265,902 4,572 20,073 1.8097
2025-07-29 2025-06-30 13F NEXTERA ENERGY INC COM Stock 65339F101 261,330 203,193 349.51 18,142 340.21 1.7860
2025-04-30 2025-03-31 13F NEXTERA ENERGY INC COM Stock 65339F101 58,137 1,914 3.40 4,121 2.26 0.4462
2025-01-30 2024-12-31 13F NEXTERA ENERGY INC COM Stock 65339F101 56,223 1,836 3.38 4,031 -12.33 0.4418
2024-10-31 2024-09-30 13F NEXTERA ENERGY INC COM Stock 65339F101 54,387 10,349 23.50 4,597 47.43 0.5000
2024-08-05 2024-06-30 13F NEXTERA ENERGY INC COM Stock 65339F101 44,038 29,192 196.63 3,118 228.90 0.3939
2024-05-03 2024-03-31 13F NEXTERA ENERGY INC COM Stock 65339F101 14,846 14,846 949 0.1065
2022-02-10 2021-12-31 13F NEXTERA ENERGY COM 65339F101 0 -3,453 -100.00 0 -100.00
2021-11-09 2021-09-30 13F NEXTERA ENERGY COM 65339F101 3,453 0 0.00 271 7.11 0.0297
2021-08-10 2021-06-30 13F NEXTERA ENERGY COM 65339F101 3,453 0 0.00 253 -3.07 0.0275
2021-05-03 2021-03-31 13F NEXTERA ENERGY COM 65339F101 3,453 0 0.00 261 -1.88 0.0297
2021-02-17 2020-12-31 13F/A-1 NEXTERA ENERGY COM 65339F101 3,453 3,453 266 0.0317
2021-02-02 2020-12-31 13F NEXTERA ENERGY COM 65339F101 3,453 3,453 266 32,150.2213
2015-08-14 2015-06-30 13F NEXTERA ENERGY COM 65339F101 0 -1,834 -100.00 0 -100.00
2015-05-12 2015-03-31 13F NEXTERA ENERGY COM 65339F101 1,834 -1,000 -35.29 191 -36.54 0.0449
2015-02-11 2014-12-31 13F NEXTERA ENERGY COM 65339F101 2,834 0 0.00 301 13.16 0.0707
2014-11-12 2014-09-30 13F NEXTERA ENERGY COM 65339F101 2,834 0 0.00 266 -8.28 0.0604
2014-08-08 2014-06-30 13F NEXTERA ENERGY COM 65339F101 2,834 0 0.00 290 7.01 0.0664
2014-05-12 2014-03-31 13F NEXTERA ENERGY COM 65339F101 2,834 34 1.21 271 12.92 0.0729
2014-02-13 2013-12-31 13F NEXTERA ENERGY COM 65339F101 2,800 -1,000 -26.32 240 -21.31 0.0605
2013-11-13 2013-09-30 13F NEXTERA ENERGY COM 65339F101 3,800 0 0.00 305 -1.61 0.0849
2013-07-26 2013-06-30 13F NEXTERA ENERGY COM 65339F101 3,800 3,800 310 0.0905
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.