NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionD'Orazio & Associates, Inc.
Latest Disclosed Ownership4,616 shares
Latest Disclosed Value $ 428,735
D'Orazio & Associates, Inc. reports 16.71% increase in ownership of NEE / NextEra Energy, Inc.

On May 7, 2026 - D'Orazio & Associates, Inc. filed a 13F-HR form disclosing ownership of 4,616 shares of NextEra Energy, Inc. (MX:NEE) valued at $428,735 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 3,955 shares of NextEra Energy, Inc.. This represents a change in shares of 16.71% 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)
2026-05-07 2026-03-31 13F NEXTERA ENERGY COM 65339F101 4,616 661 16.71 429 35.02 0.0555
2026-02-04 2025-12-31 13F NEXTERA ENERGY COM 65339F101 3,955 400 11.25 318 18.28 0.0332
2025-11-10 2025-09-30 13F NEXTERA ENERGY COM 65339F101 3,555 573 19.22 268 29.47 0.0354
2025-08-08 2025-06-30 13F NEXTERA ENERGY COM 65339F101 2,982 -768 -20.48 207 -21.89 0.0292
2025-04-17 2025-03-31 13F NEXTERA ENERGY COM 65339F101 3,750 308 8.95 266 7.72 0.0403
2025-01-28 2024-12-31 13F NEXTERA ENERGY COM 65339F101 3,442 1,072 45.23 247 23.00 0.0363
2024-11-05 2024-09-30 13F NEXTERA ENERGY COM 65339F101 2,370 2,370 200 0.0284
2022-02-05 2021-12-31 13F NEXTERA ENERGY COM 65339F101 0 -1,088 -100.00 0 -100.00
2021-11-10 2021-09-30 13F NEXTERA ENERGY COM 65339F101 1,088 288 36.00 85 44.07 0.0207
2021-08-04 2021-06-30 13F NEXTERA ENERGY COM 65339F101 800 0 0.00 59 -1.67 0.0152
2021-05-05 2021-03-31 13F NEXTERA ENERGY COM 65339F101 800 0 0.00 60 -3.23 0.0168
2021-02-05 2020-12-31 13F NEXTERA ENERGY COM 65339F101 800 600 300.00 62 10.71 0.0200
2020-10-19 2020-09-30 13F NEXTERA ENERGY COM 65339F101 200 0 0.00 56 16.67 0.0226
2020-07-22 2020-06-30 13F NEXTERA ENERGY COM 65339F101 200 0 0.00 48 0.00 0.0209
2020-04-28 2020-03-31 13F NEXTERA ENERGY COM 65339F101 200 -450 -69.23 48 -69.43 0.0235
2020-01-22 2019-12-31 13F NEXTERA ENERGY COM 65339F101 650 0 0.00 157 3.97 0.0464
2019-11-01 2019-09-30 13F NEXTERA ENERGY COM 65339F101 650 0 0.00 151 13.53 0.0485
2019-08-05 2019-06-30 13F NEXTERA ENERGY COM 65339F101 650 0 0.00 133 5.56 0.0384
2019-05-01 2019-03-31 13F NEXTERA ENERGY COM 65339F101 650 0 0.00 126 11.50 0.0373
2019-01-23 2018-12-31 13F NEXTERA ENERGY COM 65339F101 650 0 0.00 113 3.67 0.0371
2018-11-13 2018-09-30 13F NEXTERA ENERGY COM 65339F101 650 0 0.00 109 0.00 0.0398
2018-08-09 2018-06-30 13F NEXTERA ENERGY COM 65339F101 650 0 0.00 109 2.83 0.0418
2018-05-04 2018-03-31 13F NEXTERA ENERGY COM 65339F101 650 -73 -10.10 106 -6.19 0.0396
2018-02-06 2017-12-31 13F NEXTERA ENERGY COM 65339F101 723 723 113 0.0397
2017-11-14 2017-09-30 13F NextEra Energy, Inc. Common COM 65339F101 0 -650 -100.00 0 -100.00
2017-08-14 2017-06-30 13F NextEra Energy, Inc. Common COM 65339F101 650 650 91 0.0354
2016-02-11 2015-12-31 13F NextEra Energy, Inc. Common COM 65339F101 0 -49 -100.00 0 -100.00
2015-10-28 2015-09-30 13F NextEra Energy, Inc. Common COM 65339F101 49 49 5 0.0025
2015-07-17 2015-06-30 13F FPL Group COM 302571104 0 -650 -100.00 0 -100.00
2015-07-07 2015-03-31 13F FPL Group COM 302571104 650 0 0.00 68 -1.45 0.0537
2015-07-07 2014-12-31 13F FPL Group COM 302571104 650 0 0.00 69 13.11 0.0466
2015-08-10 2014-09-30 13F FPL Group COM 302571104 650 0 0.00 61 -8.96 0.0446
2015-08-10 2014-06-30 13F FPL Group COM 302571104 650 0 0.00 67 8.06 0.0502
2015-08-12 2014-03-31 13F FPL Group COM 302571104 650 0 0.00 62 10.71 0.0488
2015-08-20 2013-12-31 13F FPL Group Com 302571104 650 650 56 0.0476
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.