NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionConnecticut Wealth Management, LLC
Latest Disclosed Ownership29,597 shares
Latest Disclosed Value $ 2,748,930
Connecticut Wealth Management, LLC reports 1.84% decrease in ownership of NEE / NextEra Energy, Inc.

On May 1, 2026 - Connecticut Wealth Management, LLC filed a 13F-HR form disclosing ownership of 29,597 shares of NextEra Energy, Inc. (MX:NEE) valued at $2,748,930 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 30,151 shares of NextEra Energy, Inc.. This represents a change in shares of -1.84% 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)
2026-05-01 2026-03-31 13F NEXTERA ENERGY COM 65339F101 29,597 -554 -1.84 2,749 13.55 0.1152
2026-02-12 2025-12-31 13F NEXTERA ENERGY COM 65339F101 30,151 1,210 4.18 2,421 10.81 0.1052
2025-11-13 2025-09-30 13F NEXTERA ENERGY COM 65339F101 28,941 5,232 22.07 2,185 32.77 0.0969
2025-08-14 2025-06-30 13F NEXTERA ENERGY COM 65339F101 23,709 -377 -1.57 1,646 -3.63 0.0784
2025-05-15 2025-03-31 13F NEXTERA ENERGY COM 65339F101 24,086 -379 -1.55 1,707 -2.62 0.0894
2025-02-18 2024-12-31 13F NEXTERA ENERGY COM 65339F101 24,465 -264 -1.07 1,754 -16.12 0.0862
2024-11-13 2024-09-30 13F NEXTERA ENERGY COM 65339F101 24,729 -365 -1.45 2,090 17.68 0.1012
2024-08-13 2024-06-30 13F NEXTERA ENERGY COM 65339F101 25,094 -6,438 -20.42 1,777 -11.86 0.0917
2024-05-01 2024-03-31 13F NEXTERA ENERGY COM 65339F101 31,532 -1,766 -5.30 2,015 -0.35 0.1072
2024-02-06 2023-12-31 13F NEXTERA ENERGY COM 65339F101 33,298 5,128 18.20 2,023 25.36 0.1162
2023-10-19 2023-09-30 13F NEXTERA ENERGY COM 65339F101 28,170 11,323 67.21 1,614 29.04 0.1102
2023-07-25 2023-06-30 13F NEXTERA ENERGY COM 65339F101 16,847 2,565 17.96 1,250 13.64 0.0869
2023-04-18 2023-03-31 13F NEXTERA ENERGY COM 65339F101 14,282 606 4.43 1,101 -3.76 0.0832
2023-01-17 2022-12-31 13F NEXTERA ENERGY COM 65339F101 13,676 2,428 21.59 1,143 29.59 0.0969
2022-11-02 2022-09-30 13F NEXTERA ENERGY COM 65339F101 11,248 -36 -0.32 882 0.92 0.0822
2022-07-12 2022-06-30 13F NEXTERA ENERGY COM 65339F101 11,284 2,274 25.24 874 14.55 0.0764
2022-04-18 2022-03-31 13F NEXTERA ENERGY COM 65339F101 9,010 126 1.42 763 -7.96 0.0583
2022-01-24 2021-12-31 13F NEXTERA ENERGY COM 65339F101 8,884 37 0.42 829 19.28 0.0644
2021-11-02 2021-09-30 13F NEXTERA ENERGY COM 65339F101 8,847 186 2.15 695 9.45 0.0606
2021-07-29 2021-06-30 13F NEXTERA ENERGY COM 65339F101 8,661 -2,550 -22.75 635 -25.12 0.0559
2021-05-12 2021-03-31 13F/A-1 NEXTERA ENERGY COM 65339F101 11,211 3 0.03 848 -1.97 0.0773
2021-01-29 2020-12-31 13F NEXTERA ENERGY COM 65339F101 11,208 7,812 230.04 865 -8.27 0.0918
2020-10-13 2020-09-30 13F NEXTERA ENERGY COM 65339F101 3,396 631 22.82 943 42.02 0.1041
2020-07-14 2020-06-30 13F NEXTERA ENERGY COM 65339F101 2,765 -29 -1.04 664 -1.19 0.0824
2020-04-20 2020-03-31 13F NEXTERA ENERGY COM 65339F101 2,794 5 0.18 672 -0.44 0.1004
2020-01-29 2019-12-31 13F NEXTERA ENERGY COM 65339F101 2,789 -296 -9.59 675 -6.12 0.0743
2019-10-24 2019-09-30 13F NEXTERA ENERGY COM 65339F101 3,085 -5 -0.16 719 13.59 0.0886
2019-07-29 2019-06-30 13F NEXTERA ENERGY COM 65339F101 3,090 3,090 633 0.0781
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.