NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionDougherty Wealth Advisers LLC
Latest Disclosed Ownership3,275 shares
Latest Disclosed Value $ 304,182
Dougherty Wealth Advisers LLC ownership in NEE / NextEra Energy, Inc.

On April 21, 2026 - Dougherty Wealth Advisers LLC filed a 13F-HR form disclosing ownership of 3,275 shares of NextEra Energy, Inc. (MX:NEE) valued at $304,182 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 3,275 shares of NextEra Energy, Inc.. This represents a change in shares of 0.00% 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)
2026-04-21 2026-03-31 13F NEXTERA ENERGY INC COM Stock 65339F101 3,275 0 0.00 304 16.03 0.1930
2026-01-29 2025-12-31 13F NEXTERA ENERGY INC COM Stock 65339F101 3,275 0 0.00 263 6.07 0.1486
2025-10-14 2025-09-30 13F NEXTERA ENERGY INC COM Stock 65339F101 3,275 0 0.00 247 8.81 0.1593
2025-07-22 2025-06-30 13F NEXTERA ENERGY INC COM Stock 65339F101 3,275 0 0.00 227 -2.16 0.1510
2025-04-25 2025-03-31 13F NEXTERA ENERGY INC COM Stock 65339F101 3,275 0 0.00 232 -0.85 0.1716
2025-01-24 2024-12-31 13F NEXTERA ENERGY INC COM Stock 65339F101 3,275 0 0.00 235 -15.22 0.1820
2024-10-30 2024-09-30 13F NEXTERA ENERGY INC COM Stock 65339F101 3,275 -101 -2.99 277 15.48 0.2199
2024-07-11 2024-06-30 13F NEXTERA ENERGY INC COM Stock 65339F101 3,376 0 0.00 239 11.16 0.2089
2024-04-26 2024-03-31 13F NEXTERA ENERGY INC COM Stock 65339F101 3,376 0 0.00 216 4.88 0.1909
2024-01-22 2023-12-31 13F NEXTERA ENERGY INC COM Stock 65339F101 3,376 0 0.00 205 6.22 0.1884
2023-10-25 2023-09-30 13F NEXTERA ENERGY INC COM Stock 65339F101 3,376 0 0.00 193 -22.80 0.2239
2023-08-03 2023-06-30 13F NEXTERA ENERGY INC COM Stock 65339F101 3,376 0 0.00 250 -3.85 0.3438
2023-04-14 2023-03-31 13F NEXTERA ENERGY INC COM Stock 65339F101 3,376 0 0.00 260 -7.80 0.3932
2023-01-19 2022-12-31 13F NEXTERA ENERGY INC COM Stock 65339F101 3,376 0 0.00 282 6.42 0.4636
2022-10-13 2022-09-30 13F NEXTERA ENERGY INC COM Stock 65339F101 3,376 0 0.00 265 1.15 0.5242
2022-07-19 2022-06-30 13F NEXTERA ENERGY INC COM Stock 65339F101 3,376 0 0.00 262 -8.39 0.4889
2022-04-29 2022-03-31 13F NEXTERA ENERGY INC COM Stock 65339F101 3,376 0 0.00 286 -9.21 0.4316
2022-01-27 2021-12-31 13F NEXTERA ENERGY INC COM Stock 65339F101 3,376 0 0.00 315 18.87 0.4401
2021-11-02 2021-09-30 13F NEXTERA ENERGY INC COM Stock 65339F101 3,376 0 0.00 265 7.29 0.3943
2021-08-05 2021-06-30 13F NEXTERA ENERGY INC COM Stock 65339F101 3,376 0 0.00 247 -3.14 0.3648
2021-05-06 2021-03-31 13F NEXTERA ENERGY INC COM Stock 65339F101 3,376 0 0.00 255 -1.92 0.3847
2021-02-04 2020-12-31 13F NEXTERA ENERGY INC COM Stock 65339F101 3,376 2,532 300.00 260 11.11 0.4085
2020-11-02 2020-09-30 13F NEXTERA ENERGY INC COM Stock 65339F101 844 0 0.00 234 15.27 0.8075
2020-08-11 2020-06-30 13F NEXTERA ENERGY INC COM Stock 65339F101 844 0 0.00 203 0.00 0.7425
2020-05-05 2020-03-31 13F NEXTERA ENERGY INC COM Stock 65339F101 844 0 0.00 203 -0.49 0.8083
2020-02-07 2019-12-31 13F NEXTERA ENERGY INC COM Stock 65339F101 844 0 0.00 204 3.55 0.6234
2019-11-12 2019-09-30 13F NEXTERA ENERGY INC COM Stock 65339F101 844 0 0.00 197 13.87 0.6479
2019-08-07 2019-06-30 13F NEXTERA ENERGY INC COM Stock 65339F101 844 0 0.00 173 6.13 0.4888
2019-05-09 2019-03-31 13F NEXTERA ENERGY INC COM Stock 65339F101 844 0 0.00 163 6.54 0.5527
2019-02-11 2018-12-31 13F NEXTERA ENERGY INC COM Stock 65339F101 844 844 153 0.5038
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.