NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionFinancial Management Professionals, Inc.
Latest Disclosed Ownership1,826 shares
Latest Disclosed Value $ 169,599
Financial Management Professionals, Inc. ownership in NEE / NextEra Energy, Inc.

On April 15, 2026 - Financial Management Professionals, Inc. filed a 13F-HR form disclosing ownership of 1,826 shares of NextEra Energy, Inc. (MX:NEE) valued at $169,599 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 1,826 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)
2026-04-15 2026-03-31 13F Nextera Energy Stock 65339F101 1,826 0 0.00 170 15.75 0.0190
2026-01-27 2025-12-31 13F Nextera Energy Stock 65339F101 1,826 0 0.00 147 6.57 0.0151
2025-10-15 2025-09-30 13F Nextera Energy Stock 65339F101 1,826 -9 -0.49 138 7.87 0.0143
2025-07-15 2025-06-30 13F Nextera Energy Stock 65339F101 1,835 57 3.21 127 0.79 0.0143
2025-04-10 2025-03-31 13F Nextera Energy Stock 65339F101 1,778 56 3.25 126 2.44 0.0161
2025-01-15 2024-12-31 13F Nextera Energy Stock 65339F101 1,722 -35 -1.99 123 0.0156
2024-10-24 2024-09-30 13F Nextera Energy Stock 65339F101 1,757 67 3.96 0 0.0185
2024-07-12 2024-06-30 13F Nextera Energy Stock 65339F101 1,690 68 4.19 0 0.0165
2024-04-16 2024-03-31 13F Nextera Energy Stock 65339F101 1,622 43 2.72 0 0.0153
2024-01-12 2023-12-31 13F Nextera Energy Stock 65339F101 1,579 -426 -21.25 0 0.0156
2023-10-13 2023-09-30 13F Nextera Energy Stock 65339F101 2,005 -371 -15.61 0 0.0202
2023-07-10 2023-06-30 13F Nextera Energy Stock 65339F101 2,376 101 4.44 0 0.0294
2023-04-13 2023-03-31 13F Nextera Energy Stock 65339F101 2,275 1,352 146.48 0 0.0338
2023-01-11 2022-12-31 13F Nextera Energy Stock 65339F101 923 25 2.78 0 -100.00 0.0158
2022-10-27 2022-09-30 13F Nextera Energy Stock 65339F101 898 -955 -51.54 70 -51.39 0.0160
2022-07-12 2022-06-30 13F NEXTERA ENERGY COM 65339F101 1,853 -883 -32.27 144 -37.93 0.0349
2022-04-27 2022-03-31 13F NEXTERA ENERGY COM 65339F101 2,736 1,104 67.65 232 52.63 0.0503
2022-01-28 2021-12-31 13F NEXTERA ENERGY COM 65339F101 1,632 -107 -6.15 152 10.95 0.0322
2021-11-02 2021-09-30 13F NEXTERA ENERGY COM 65339F101 1,739 130 8.08 137 16.10 0.0316
2021-08-05 2021-06-30 13F NEXTERA ENERGY COM 65339F101 1,609 128 8.64 118 5.36 0.0304
2021-04-26 2021-03-31 13F NEXTERA ENERGY COM 65339F101 1,481 -171 -10.35 112 -11.81 0.0300
2021-02-03 2020-12-31 13F NEXTERA ENERGY COM 65339F101 1,652 1,239 300.00 127 10.43 0.0356
2020-10-26 2020-09-30 13F NEXTERA ENERGY COM 65339F101 413 9 2.23 115 18.56 0.0410
2020-07-21 2020-06-30 13F NEXTERA ENERGY COM 65339F101 404 4 1.00 97 1.04 0.0335
2020-04-24 2020-03-31 13F NEXTERA ENERGY COM 65339F101 400 -50 -11.11 96 -11.93 0.0407
2020-01-21 2019-12-31 13F NEXTERA ENERGY COM 65339F101 450 0 0.00 109 3.81 0.0361
2019-10-11 2019-09-30 13F NEXTERA ENERGY COM 65339F101 450 150 50.00 105 72.13 0.0387
2019-07-29 2019-06-30 13F NEXTERA ENERGY COM 65339F101 300 0 0.00 61 5.17 0.0226
2019-04-22 2019-03-31 13F NEXTERA ENERGY COM 65339F101 300 0 0.00 58 11.54 0.0233
2019-01-22 2018-12-31 13F NEXTERA ENERGY COM 65339F101 300 0 0.00 52 4.00 0.0324
2018-10-24 2018-09-30 13F NEXTERA ENERGY COM 65339F101 300 0 0.00 50 0.00 0.0194
2018-08-01 2018-06-30 13F NEXTERA ENERGY COM 65339F101 300 0 0.00 50 2.04 0.0204
2018-05-04 2018-03-31 13F NEXTERA ENERGY COM 65339F101 300 300 49 0.0254
2016-11-07 2016-09-30 13F NEXTERA ENERGY COM 65339F101 0 -134 -100.00 0 -100.00
2016-08-04 2016-06-30 13F NEXTERA ENERGY COM 65339F101 134 134 16 0.0084
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.