NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionEP Wealth Advisors, Inc.
Latest Disclosed Ownership644,609 shares
Latest Disclosed Value $ 59,871,253
EP Wealth Advisors, Inc. reports 19.52% decrease in ownership of NEE / NextEra Energy, Inc.

On May 14, 2026 - EP Wealth Advisors, Inc. filed a 13F-HR form disclosing ownership of 644,609 shares of NextEra Energy, Inc. (MX:NEE) valued at $59,871,253 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 18, 2026 disclosing 800,964 shares of NextEra Energy, Inc.. This represents a change in shares of -19.52% 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)
2026-05-14 2026-03-31 13F NEXTERA ENERGY COM 65339F101 644,609 -156,355 -19.52 59,871 -6.89 0.2941
2026-02-18 2025-12-31 13F NEXTERA ENERGY COM 65339F101 800,964 -176,695 -18.07 64,301 -5.26 0.3341
2025-08-14 2025-06-30 13F NEXTERA ENERGY COM 65339F101 977,659 -38,981 -3.83 67,869 -5.83 0.4461
2025-05-15 2025-03-31 13F NEXTERA ENERGY COM 65339F101 1,016,640 -21,642 -2.08 72,070 -3.18 0.5757
2025-02-14 2024-12-31 13F NEXTERA ENERGY COM 65339F101 1,038,282 -18,723 -1.77 74,434 -16.69 0.6074
2024-11-15 2024-09-30 13F NEXTERA ENERGY COM 65339F101 1,057,005 -104,253 -8.98 89,349 8.66 0.7679
2024-08-19 2024-06-30 13F NEXTERA ENERGY COM 65339F101 1,161,258 -48,708 -4.03 82,229 6.34 0.8736
2024-05-14 2024-03-31 13F NEXTERA ENERGY COM 65339F101 1,209,966 15,199 1.27 77,329 6.56 0.9039
2024-02-28 2023-12-31 13F NEXTERA ENERGY COM 65339F101 1,194,767 -22,140 -1.82 72,570 4.09 0.9256
2023-11-24 2023-09-30 13F NEXTERA ENERGY COM 65339F101 1,216,907 1,211,123 20,939.19 69,717 -23.49 1.0814
2023-08-14 2023-06-30 13F NEXTERA ENERGY COM 65339F101 5,784 -6,490,462 -99.91 91,122 -71.72 1.3135
2023-06-05 2023-03-31 13F NEXTERA ENERGY COM 65339F101 6,496,246 6,427,979 9,415.94 322,214 5,545.93 5.5416
2023-06-12 2022-12-31 13F NEXTERA ENERGY COM 65339F101 68,267 -1,092 -1.57 5,707 4.95 0.1028
2022-12-02 2022-09-30 13F NEXTERA ENERGY COM 65339F101 69,359 41,925 152.82 5,438 155.91 0.1233
2022-08-11 2022-06-30 13F NEXTERA ENERGY COM 65339F101 27,434 2,274 9.04 2,125 -0.28 0.0479
2022-05-20 2022-03-31 13F NEXTERA ENERGY COM 65339F101 25,160 -1,310 -4.95 2,131 -13.76 0.0468
2022-02-17 2021-12-31 13F NEXTERA ENERGY COM 65339F101 26,470 425 1.63 2,471 20.83 0.0584
2021-11-23 2021-09-30 13F/A-1 NEXTERA ENERGY COM 65339F101 26,045 1,589 6.50 2,045 14.12 0.0561
2021-11-16 2021-09-30 13F NEXTERA ENERGY COM 65339F101 8,568 -15,888 2,045 0.0561
2021-08-24 2021-06-30 13F NEXTERA ENERGY COM 65339F101 24,456 6,604 36.99 1,792 32.74 0.0497
2021-05-17 2021-03-31 13F NEXTERA ENERGY COM 65339F101 17,852 447 2.57 1,350 0.52 0.0429
2021-02-18 2020-12-31 13F NEXTERA ENERGY COM 65339F101 17,405 12,900 286.35 1,343 7.44 0.0472
2020-11-17 2020-09-30 13F NEXTERA ENERGY COM 65339F101 4,505 171 3.95 1,250 20.08 0.0538
2020-08-14 2020-06-30 13F NEXTERA ENERGY COM 65339F101 4,334 -528 -10.86 1,041 -11.03 0.0445
2020-05-18 2020-03-31 13F NEXTERA ENERGY COM 65339F101 4,862 958 24.54 1,170 23.81 0.0573
2020-02-14 2019-12-31 13F NEXTERA ENERGY COM 65339F101 3,904 2,358 152.52 945 162.50 0.0389
2019-11-18 2019-09-30 13F NEXTERA ENERGY COM 65339F101 1,546 22 1.44 360 15.38 0.0179
2019-08-27 2019-06-30 13F NEXTERA ENERGY COM 65339F101 1,524 -12 -0.78 312 5.05 0.0195
2019-05-20 2019-03-31 13F NEXTERA ENERGY COM 65339F101 1,536 -271 -15.00 297 -5.41 0.0286
2019-02-15 2018-12-31 13F NEXTERA ENERGY COM 65339F101 1,807 159 9.65 314 13.77 0.0242
2018-11-15 2018-09-30 13F NEXTERA ENERGY COM 65339F101 1,648 335 25.51 276 26.03 0.0216
2018-08-14 2018-06-30 13F NEXTERA ENERGY COM 65339F101 1,313 17 1.31 219 3.30 0.0207
2018-05-15 2018-03-31 13F NEXTERA ENERGY COM 65339F101 1,296 -199 -13.31 212 -9.01 0.0205
2018-02-15 2017-12-31 13F NEXTERA ENERGY COM 65339F101 1,495 105 7.55 233 14.22 0.0246
2017-11-15 2017-09-30 13F NEXTERA ENERGY COM 65339F101 1,390 1,390 -7.02 204 -12.45 0.0236
2016-05-16 2016-03-31 13F NEXTERA ENERGY COM 65339F101 0 -3,331 -100.00 0 -100.00
2016-02-16 2015-12-31 13F NEXTERA ENERGY COM 65339F101 3,331 -1,012 -23.30 346 -18.40 0.0582
2015-11-17 2015-09-30 13F NEXTERA ENERGY COM 65339F101 4,343 -40 -0.91 424 -1.17 0.0808
2015-08-14 2015-06-30 13F NextEra Energy Common 65339F101 4,383 920 26.57 430 19.17 0.0805
2015-05-15 2015-03-31 13F NextEra Energy Common 65339F101 3,463 -3,585 -50.87 360 -51.94 0.0678
2015-02-17 2014-12-31 13F NextEra Energy Common 65339F101 7,048 -129 -1.80 749 11.13 0.1234
2014-11-12 2014-09-30 13F NextEra Energy Common 65339F101 7,177 0 0.00 674 -8.30 0.1091
2014-07-25 2014-06-30 13F NextEra Energy Common 65339F101 7,177 0 0.00 735 7.14 0.1708
2014-05-15 2014-03-31 13F NextEraEnergyInc. Common 65339F101 7,177 0 0.00 686 11.73 0.1876
2014-02-14 2013-12-31 13F NextEra Energy Common 65339F101 7,177 -512 -6.66 614 -0.32 0.1592
2013-11-14 2013-09-30 13F NextEra Energy Common 65339F101 7,689 106 1.40 616 -0.32 0.1935
2013-08-14 2013-06-30 13F NextEra Energy Common 65339F101 7,583 7,583 618 0.2230
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.