NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionDuncker Streett & Co Inc
Latest Disclosed Ownership9,026 shares
Latest Disclosed Value $ 838,335
Duncker Streett & Co Inc reports 10.32% increase in ownership of NEE / NextEra Energy, Inc.

On April 29, 2026 - Duncker Streett & Co Inc filed a 13F-HR form disclosing ownership of 9,026 shares of NextEra Energy, Inc. (MX:NEE) valued at $838,335 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 8,182 shares of NextEra Energy, Inc.. This represents a change in shares of 10.32% 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)
2026-04-29 2026-03-31 13F NEXTERA ENERGY COM 65339F101 9,026 844 10.32 838 27.74 0.1593
2026-01-27 2025-12-31 13F NEXTERA ENERGY COM 65339F101 8,182 -87 -1.05 657 5.13 0.1167
2025-10-23 2025-09-30 13F NEXTERA ENERGY COM 65339F101 8,269 0 0.00 624 8.71 0.1088
2025-07-28 2025-06-30 13F NEXTERA ENERGY COM 65339F101 8,269 701 9.26 574 7.09 0.1048
2025-04-22 2025-03-31 13F NEXTERA ENERGY COM 65339F101 7,568 -747 -8.98 536 -10.07 0.1063
2025-02-05 2024-12-31 13F NEXTERA ENERGY COM 65339F101 8,315 -200 -2.35 596 -17.11 0.1107
2024-11-12 2024-09-30 13F NEXTERA ENERGY COM 65339F101 8,515 -600 -6.58 720 11.47 0.1313
2024-07-31 2024-06-30 13F NEXTERA ENERGY COM 65339F101 9,115 0 0.00 645 10.82 0.1241
2024-04-23 2024-03-31 13F NEXTERA ENERGY COM 65339F101 9,115 -576 -5.94 583 -1.02 0.1150
2024-01-30 2023-12-31 13F NEXTERA ENERGY COM 65339F101 9,691 -1,900 -16.39 589 -11.45 0.1243
2023-10-26 2023-09-30 13F NEXTERA ENERGY COM 65339F101 11,591 -642 -5.25 664 -26.79 0.1546
2023-07-20 2023-06-30 13F NEXTERA ENERGY COM 65339F101 12,233 -571 -4.46 908 -8.01 0.2030
2023-04-24 2023-03-31 13F NEXTERA ENERGY COM 65339F101 12,804 292 2.33 987 -5.74 0.2351
2023-01-25 2022-12-31 13F NEXTERA ENERGY COM 65339F101 12,512 308 2.52 1,046 9.30 0.2526
2022-11-04 2022-09-30 13F NEXTERA ENERGY COM 65339F101 12,204 640 5.53 957 6.81 0.2482
2022-08-04 2022-06-30 13F NEXTERA ENERGY COM 65339F101 11,564 496 4.48 896 -4.48 0.2147
2022-05-09 2022-03-31 13F NEXTERA ENERGY COM 65339F101 11,068 0 0.00 938 -9.20 0.1866
2022-02-08 2021-12-31 13F NEXTERA ENERGY COM 65339F101 11,068 -20,000 -64.37 1,033 -57.65 0.1778
2021-11-03 2021-09-30 13F NEXTERA ENERGY COM 65339F101 31,068 1,720 5.86 2,439 13.39 0.4618
2021-07-27 2021-06-30 13F NEXTERA ENERGY COM 65339F101 29,348 620 2.16 2,151 -0.97 0.3966
2021-04-28 2021-03-31 13F NEXTERA ENERGY COM 65339F101 28,728 0 0.00 2,172 -1.99 0.4142
2021-02-02 2020-12-31 13F NEXTERA ENERGY COM 65339F101 28,728 21,886 319.88 2,216 16.69 0.4287
2020-10-28 2020-09-30 13F NEXTERA ENERGY COM 65339F101 6,842 0 0.00 1,899 15.58 0.4145
2020-07-22 2020-06-30 13F NEXTERA ENERGY COM 65339F101 6,842 -40 -0.58 1,643 -0.79 0.3909
2020-04-27 2020-03-31 13F NEXTERA ENERGY COM 65339F101 6,882 -100 -1.43 1,656 -2.07 0.4422
2020-01-27 2019-12-31 13F NEXTERA ENERGY COM 65339F101 6,982 5,595 403.39 1,691 423.53 0.3547
2019-10-31 2019-09-30 13F NEXTERA ENERGY COM 65339F101 1,387 0 0.00 323 13.73 0.0751
2019-07-24 2019-06-30 13F NEXTERA ENERGY COM 65339F101 1,387 100 7.77 284 14.06 0.0637
2019-04-29 2019-03-31 13F NEXTERA ENERGY COM 65339F101 1,287 0 0.00 249 11.16 0.0574
2019-01-24 2018-12-31 13F NEXTERA ENERGY COM 65339F101 1,287 0 0.00 224 3.70 0.0600
2018-10-22 2018-09-30 13F NEXTERA ENERGY COM 65339F101 1,287 0 0.00 216 0.47 0.0491
2018-07-23 2018-06-30 13F NEXTERA ENERGY COM 65339F101 1,287 480 59.48 215 62.88 0.0533
2018-04-26 2018-03-31 13F NEXTERA ENERGY COM 65339F101 807 -301 -27.17 132 -23.70 0.0334
2018-01-23 2017-12-31 13F NEXTERA ENERGY COM 65339F101 1,108 2 0.18 173 6.79 0.0445
2017-10-25 2017-09-30 13F NEXTERA ENERGY COM 65339F101 1,106 2 0.18 162 4.52 0.0490
2017-07-21 2017-06-30 13F NEXTERA ENERGY COM 65339F101 1,104 2 0.18 155 9.93 0.0483
2017-04-25 2017-03-31 13F NEXTERA ENERGY COM 65339F101 1,102 2 0.18 141 7.63 0.0442
2017-01-26 2016-12-31 13F NEXTERA ENERGY COM 65339F101 1,100 2 0.18 131 -2.24 0.0436
2016-10-20 2016-09-30 13F NEXTERA ENERGY COM 65339F101 1,098 2 0.18 134 -6.29 0.0464
2016-07-20 2016-06-30 13F NEXTERA ENERGY COM 65339F101 1,096 2 0.18 143 10.85 0.0509
2016-04-25 2016-03-31 13F NEXTERA ENERGY COM 65339F101 1,094 2 0.18 129 14.16 0.0478
2016-01-20 2015-12-31 13F NEXTERA ENERGY COM 65339F101 1,092 3 0.28 113 6.60 0.0424
2015-10-27 2015-09-30 13F NEXTERA ENERGY COM 65339F101 1,089 69 6.76 106 6.00 0.0412
2015-07-20 2015-06-30 13F NEXTERA ENERGY COM 65339F101 1,020 2 0.20 100 -5.66 0.0348
2015-04-28 2015-03-31 13F NEXTERA ENERGY COM 65339F101 1,018 2 0.20 106 -1.85 0.0347
2015-01-22 2014-12-31 13F NEXTERA ENERGY COM 65339F101 1,016 2 0.20 108 13.68 0.0354
2014-10-23 2014-09-30 13F NEXTERA ENERGY COM 65339F101 1,014 2 0.20 95 -8.65 0.0324
2014-07-23 2014-06-30 13F NEXTERA ENERGY COM 65339F101 1,012 2 0.20 104 7.22 0.0336
2014-04-23 2014-03-31 13F NEXTERA ENERGY COM 65339F101 1,010 2 0.20 97 12.79 0.0343
2014-01-22 2013-12-31 13F NEXTERA ENERGY COM 65339F101 1,008 2 0.20 86 6.17 0.0310
2013-10-23 2013-09-30 13F NEXTERA ENERGY COM 65339F101 1,006 2 0.20 81 -1.22 0.0328
2013-07-26 2013-06-30 13F NEXTERA ENERGY COM 65339F101 1,004 1,004 82 0.0314
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.