NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionEvoke Wealth, Llc
Latest Disclosed Ownership15,559 shares
Latest Disclosed Value $ 1,445,188
Evoke Wealth, Llc reports 14.04% decrease in ownership of NEE / NextEra Energy, Inc.

On May 14, 2026 - Evoke Wealth, Llc filed a 13F-HR form disclosing ownership of 15,559 shares of NextEra Energy, Inc. (MX:NEE) valued at $1,445,188 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 18,101 shares of NextEra Energy, Inc.. This represents a change in shares of -14.04% 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 15,559 -2,542 -14.04 1,445 -0.55 0.0260
2026-02-06 2025-12-31 13F NEXTERA ENERGY COM 65339F101 18,101 2,187 13.74 1,453 20.98 0.0271
2025-11-14 2025-09-30 13F NEXTERA ENERGY COM 65339F101 15,914 -274 -1.69 1,201 6.95 0.0243
2025-08-07 2025-06-30 13F NEXTERA ENERGY COM 65339F101 16,188 2,013 14.20 1,124 11.85 0.0257
2025-05-13 2025-03-31 13F NEXTERA ENERGY COM 65339F101 14,175 546 4.01 1,005 2.76 0.0262
2025-02-10 2024-12-31 13F NEXTERA ENERGY COM 65339F101 13,629 717 5.55 977 -10.45 0.0272
2024-11-13 2024-09-30 13F NEXTERA ENERGY COM 65339F101 12,912 12,912 1,091 0.0296
2024-08-13 2024-06-30 13F NEXTERA ENERGY COM 65339F101 0 -11,372 -100.00 0 -100.00
2024-05-15 2024-03-31 13F NEXTERA ENERGY COM 65339F101 11,372 -104 -0.91 727 4.16 0.0215
2024-02-12 2023-12-31 13F NEXTERA ENERGY COM 65339F101 11,476 814 7.63 697 14.26 0.0149
2023-11-13 2023-09-30 13F NEXTERA ENERGY COM 65339F101 10,662 -613 -5.44 611 -27.03 0.0215
2023-08-09 2023-06-30 13F NEXTERA ENERGY COM 65339F101 11,275 809 7.73 837 3.72 0.0291
2023-05-08 2023-03-31 13F NEXTERA ENERGY COM 65339F101 10,466 210 2.05 807 -90.60 0.0294
2023-02-10 2022-12-31 13F NEXTERA ENERGY COM 65339F101 10,256 -1,366 -11.75 8,574 95,166.67 0.0310
2022-11-07 2022-09-30 13F NEXTERA ENERGY COM 65339F101 11,622 1,025 9.67 9 12.50 0.0368
2022-08-04 2022-06-30 13F Nextera Energy COM 65339F101 10,597 117 1.12 8 0.00 0.0304
2022-05-10 2022-03-31 13F Nextera Energy COM 65339F101 10,480 233 2.27 9 -11.11 0.0291
2022-02-09 2021-12-31 13F Nextera Energy COM 65339F101 10,247 6 0.06 10 12.50 0.0302
2021-11-12 2021-09-30 13F Nextera Energy COM 65339F101 10,241 -73 -0.71 8 14.29 0.0302
2021-08-05 2021-06-30 13F NEXTERA ENERGY COM 65339F101 10,314 -95 -0.91 8 0.00 0.0287
2021-05-13 2021-03-31 13F NEXTERA ENERGY STOCK 65339F101 10,409 1,948 23.02 8 16.67 0.0356
2021-02-12 2020-12-31 13F NEXTERA ENERGY STOCK 65339F101 8,461 6,761 397.71 7 -98.73 0.0440
2020-11-13 2020-09-30 13F NEXTERA ENERGY STOCK 65339F101 1,700 -5 -0.29 472 15.12 0.0383
2020-08-10 2020-06-30 13F NEXTERA ENERGY STOCK 65339F101 1,705 -488 -22.25 410 -92.23 0.0397
2020-05-07 2020-03-31 13F NEXTERA ENERGY STOCK 65339F101 2,193 -888 -28.82 5,276 -29.29 0.0751
2020-02-07 2019-12-31 13F NEXTERA ENERGY STOCK 65339F101 3,081 387 14.37 7,461 18.83 0.0948
2019-12-17 2019-09-30 13F/A-1 NEXTERA ENERGY STOCK 65339F101 2,694 2,694 6,278 0.0773
2019-11-12 2019-09-30 13F NEXTERA ENERGY STOCK 65339F101 2,694 6,278
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.