NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionCornerstone Wealth Management, LLC
Latest Disclosed Ownership29,620 shares
Latest Disclosed Value $ 2,751,092
Cornerstone Wealth Management, LLC reports 7.76% increase in ownership of NEE / NextEra Energy, Inc.

On April 23, 2026 - Cornerstone Wealth Management, LLC filed a 13F-HR form disclosing ownership of 29,620 shares of NextEra Energy, Inc. (MX:NEE) valued at $2,751,092 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 27,487 shares of NextEra Energy, Inc.. This represents a change in shares of 7.76% 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)
2026-04-23 2026-03-31 13F NEXTERA ENERGY COM 65339F101 29,620 2,133 7.76 2,751 24.71 0.1376
2026-02-05 2025-12-31 13F NEXTERA ENERGY COM 65339F101 27,487 4,836 21.35 2,207 29.08 0.1148
2025-11-04 2025-09-30 13F NEXTERA ENERGY COM 65339F101 22,651 -246 -1.07 1,710 7.55 0.0944
2025-08-12 2025-06-30 13F NEXTERA ENERGY COM 65339F101 22,897 1,921 9.16 1,590 6.86 0.0965
2025-04-18 2025-03-31 13F NEXTERA ENERGY COM 65339F101 20,976 1,783 9.29 1,487 8.15 0.1006
2025-01-21 2024-12-31 13F NEXTERA ENERGY COM 65339F101 19,193 -140 -0.72 1,376 -15.85 0.0929
2024-10-16 2024-09-30 13F NEXTERA ENERGY COM 65339F101 19,333 3,998 26.07 1,634 50.60 0.1151
2024-07-16 2024-06-30 13F NEXTERA ENERGY COM 65339F101 15,335 1,233 8.74 1,086 20.42 0.0836
2024-04-19 2024-03-31 13F NEXTERA ENERGY COM 65339F101 14,102 667 4.96 901 10.42 0.0730
2024-01-10 2023-12-31 13F NEXTERA ENERGY COM 65339F101 13,435 -4,552 -25.31 816 -20.78 0.0702
2023-11-07 2023-09-30 13F NEXTERA ENERGY COM 65339F101 17,987 9,093 102.24 1,031 56.30 0.0973
2023-07-14 2023-06-30 13F NEXTERA ENERGY COM 65339F101 8,894 -2,015 -18.47 660 -21.55 0.0589
2023-05-15 2023-03-31 13F NEXTERA ENERGY COM 65339F101 10,909 -1,969 -15.29 841 -16.83 0.0826
2022-10-14 2022-09-30 13F NEXTERA ENERGY COM 65339F101 12,878 145 1.14 1,010 2.43 0.1124
2022-08-04 2022-06-30 13F NEXTERA ENERGY COM 65339F101 12,733 1,672 15.12 986 5.23 0.1093
2022-04-21 2022-03-31 13F NEXTERA ENERGY COM 65339F101 11,061 -3,792 -25.53 937 -32.35 0.0911
2022-02-14 2021-12-31 13F NEXTERA ENERGY COM 65339F101 14,853 4,851 48.50 1,385 76.43 0.1320
2021-11-12 2021-09-30 13F NEXTERA ENERGY COM 65339F101 10,002 -146 -1.44 785 5.51 0.0835
2021-08-09 2021-06-30 13F NEXTERA ENERGY COM 65339F101 10,148 -301 -2.88 744 -5.82 0.0783
2021-04-30 2021-03-31 13F NEXTERA ENERGY COM 65339F101 10,449 -50 -0.48 790 -2.47 0.0934
2021-01-29 2020-12-31 13F NEXTERA ENERGY COM 65339F101 10,499 8,154 347.72 810 24.42 0.1017
2020-10-13 2020-09-30 13F NEXTERA ENERGY COM 65339F101 2,345 34 1.47 651 17.30 0.0965
2020-07-16 2020-06-30 13F NEXTERA ENERGY COM 65339F101 2,311 -5 -0.22 555 -0.36 0.0898
2020-05-13 2020-03-31 13F NEXTERA ENERGY COM 65339F101 2,316 272 13.31 557 12.53 0.1074
2020-02-20 2019-12-31 13F NEXTERA ENERGY COM 65339F101 2,044 28 1.39 495 5.32 0.0802
2019-10-28 2019-09-30 13F NEXTERA ENERGY COM 65339F101 2,016 -79 -3.77 470 9.30 0.0829
2019-08-02 2019-06-30 13F NEXTERA ENERGY COM 65339F101 2,095 8 0.38 430 17.17 0.0772
2019-05-13 2019-03-31 13F NEXTERA ENERGY COM 65339F101 2,087 -54 -2.52 367 -2.13 0.0446
2019-02-13 2018-12-31 13F NEXTERA ENERGY COM 65339F101 2,141 -311,234 -99.32 375 -82.30 0.0801
2018-10-19 2018-09-30 13F NEXTERA ENERGY COM 65339F101 313,375 -66,218 -17.44 2,119 -5.65 0.0267
2018-07-20 2018-06-30 13F NEXTERA ENERGY COM 65339F101 379,593 377,322 16,614.80 2,246 510.33 0.0253
2018-04-24 2018-03-31 13F NEXTERA ENERGY COM 65339F101 2,271 -26 -1.13 368 3.66 0.0702
2018-02-09 2017-12-31 13F NEXTERA ENERGY COM 65339F101 2,297 178 8.40 355 12.70 0.0666
2017-11-14 2017-09-30 13F NEXTERA ENERGY COM 65339F101 2,119 49 2.37 315 7.51 0.0653
2017-08-11 2017-06-30 13F NEXTERA ENERGY COM 65339F101 2,070 20 0.98 293 9.33 0.0657
2017-05-11 2017-03-31 13F NEXTERA ENERGY COM 65339F101 2,050 2,050 268 0.0663
2017-02-14 2016-12-31 13F NEXTERA ENERGY COM 65339F101 0 -1,731 -100.00 0 -100.00
2016-10-31 2016-09-30 13F NEXTERA ENERGY COM 65339F101 1,731 1,731 206 0.0761
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.