NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionWealthPLAN Partners, LLC
Latest Disclosed Ownership8,861 shares
Latest Disclosed Value $ 823,017
WealthPLAN Partners, LLC reports 2.09% decrease in ownership of NEE / NextEra Energy, Inc.

On April 29, 2026 - WealthPLAN Partners, LLC filed a 13F-HR form disclosing ownership of 8,861 shares of NextEra Energy, Inc. (MX:NEE) valued at $823,017 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 9,050 shares of NextEra Energy, Inc.. This represents a change in shares of -2.09% 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 8,861 -189 -2.09 823 13.36 0.1342
2026-02-12 2025-12-31 13F NEXTERA ENERGY COM 65339F101 9,050 -8 -0.09 727 6.30 0.1085
2025-10-27 2025-09-30 13F NEXTERA ENERGY COM 65339F101 9,058 -144 -1.56 684 7.05 0.1025
2025-07-28 2025-06-30 13F NEXTERA ENERGY COM 65339F101 9,202 -209 -2.22 639 -4.35 0.1028
2025-05-12 2025-03-31 13F NEXTERA ENERGY COM 65339F101 9,411 224 2.44 667 1.37 0.0940
2025-01-30 2024-12-31 13F NEXTERA ENERGY COM 65339F101 9,187 -1,706 -15.66 659 -28.48 0.0934
2024-11-05 2024-09-30 13F NEXTERA ENERGY COM 65339F101 10,893 -4,948 -31.24 921 -17.93 0.1236
2024-08-09 2024-06-30 13F NEXTERA ENERGY COM 65339F101 15,841 -71,792 -81.92 1,122 -79.98 0.1204
2024-05-07 2024-03-31 13F NEXTERA ENERGY COM 65339F101 87,633 -1,940 -2.17 5,601 2.94 0.5799
2024-01-05 2023-12-31 13F NEXTERA ENERGY COM 65339F101 89,573 82,086 1,096.38 5,441 1,171.03 0.5593
2023-11-02 2023-09-30 13F NEXTERA ENERGY COM 65339F101 7,487 968 14.85 429 -11.39 0.0498
2023-07-31 2023-06-30 13F NextEra Energy Stock/ETF 65339F101 6,519 421 6.90 484 2.77 0.0684
2023-05-10 2023-03-31 13F NextEra Energy Stock/ETF 65339F101 6,098 -1,831 -23.09 470 -21.93 0.0535
2023-02-16 2022-12-31 13F NEXTERA ENERGY COM 65339F101 7,929 799 11.21 603 18.97 0.0421
2022-05-03 2022-03-31 13F NEXTERA ENERGY COM 65339F101 7,130 -57 -0.79 506 -9.80 0.0351
2022-02-01 2021-12-31 13F NEXTERA ENERGY COM 65339F101 7,187 -731 -9.23 561 -21.65 0.0370
2021-12-09 2021-09-30 13F NEXTERA ENERGY COM 65339F101 7,918 2,433 44.36 716 58.41 0.0476
2021-08-19 2021-06-30 13F NEXTERA ENERGY COM 65339F101 5,485 -24 -0.44 452 8.39 0.0318
2021-05-11 2021-03-31 13F NEXTERA ENERGY COM 65339F101 5,509 86 1.59 417 -7.33 0.0324
2021-02-09 2020-12-31 13F NEXTERA ENERGY COM 65339F101 5,423 67 1.25 450 9.49 0.0383
2020-12-18 2020-09-30 13F NEXTERA ENERGY COM 65339F101 5,356 3,973 287.27 411 4.58 0.0401
2020-08-19 2020-06-30 13F NEXTERA ENERGY COM 65339F101 1,383 106 8.30 393 32.32 0.0407
2020-05-15 2020-03-31 13F NEXTERA ENERGY COM 65339F101 1,277 -222 -14.81 297 -26.67 0.0385
2020-02-14 2019-12-31 13F NEXTERA ENERGY COM 65339F101 1,499 51 3.52 405 22.73 0.0478
2019-11-15 2019-09-30 13F NEXTERA ENERGY COM 65339F101 1,448 75 5.46 330 11.49 0.0451
2019-08-19 2019-06-30 13F NEXTERA ENERGY COM 65339F101 1,373 -597 -30.30 296 -22.92 0.0446
2019-05-16 2019-03-31 13F NEXTERA ENERGY COM 65339F101 1,970 -101 -4.88 384 0.79 0.0599
2019-02-20 2018-12-31 13F NEXTERA ENERGY COM 65339F101 2,071 70 3.50 381 6.42 0.0613
2018-11-21 2018-09-30 13F NEXTERA ENERGY COM 65339F101 2,001 -356 -15.10 358 -9.14 0.0654
2018-08-16 2018-06-30 13F NEXTERA ENERGY COM 65339F101 2,357 395 20.13 394 22.74 0.0808
2018-05-15 2018-03-31 13F NEXTERA ENERGY COM 65339F101 1,962 92 4.92 321 9.93 0.0704
2018-02-16 2017-12-31 13F NEXTERA ENERGY COM 65339F101 1,870 296 18.81 292 26.41 0.0782
2017-11-14 2017-09-30 13F NEXTERA ENERGY COM 65339F101 1,574 1,574 231 0.0648
2017-04-19 2017-03-31 13F NEXTERA ENERGY Common Stock/Common Stocks, Annuities, Real Estate, Oil & Gas, Gold Coins, Miscellaneous Description Securities. 65339F101 0 -1,809 -100.00 0 -100.00
2016-12-09 2016-09-30 13F NEXTERA ENERGY Common Stock/Common Stocks, Annuities, Real Estate, Oil & Gas, Gold Coins, Miscellaneous Description Securities. 65339F101 1,809 -30 -1.63 215 2.87 0.0700
2016-08-08 2016-06-30 13F Nextera Energy Common Stock 65339F101 1,839 -140 -7.07 210 27.44 0.0269
2016-03-24 2015-12-31 13F NEXTERA ENERGY COM 65339F101 1,979 1,779 889.50 164 720.00 0.0267
2015-08-10 2015-06-30 13F NEXTERA ENERGY COM 65339F101 200 0 0.00 20 -4.76 0.0087
2015-05-04 2015-03-31 13F Nextera Energy Common Stock 65339F101 200 200 21 0.0098
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.