NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionFlagship Harbor Advisors, Llc
Latest Disclosed Ownership25,905 shares
Latest Disclosed Value $ 2,406,035
Flagship Harbor Advisors, Llc reports 2.62% decrease in ownership of NEE / NextEra Energy, Inc.

On April 28, 2026 - Flagship Harbor Advisors, Llc filed a 13F-HR form disclosing ownership of 25,905 shares of NextEra Energy, Inc. (MX:NEE) valued at $2,406,035 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 26,603 shares of NextEra Energy, Inc.. This represents a change in shares of -2.62% 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)
2026-04-28 2026-03-31 13F NEXTERA ENERGY COM 65339F101 25,905 -698 -2.62 2,406 12.69 0.1058
2026-01-21 2025-12-31 13F NEXTERA ENERGY Common Stock 65339F101 26,603 -2,775 -9.45 2,136 -3.70 0.1008
2025-11-05 2025-09-30 13F NEXTERA ENERGY COM 65339F101 29,378 111 0.38 2,218 9.16 0.0965
2025-08-04 2025-06-30 13F NEXTERA ENERGY COM 65339F101 29,267 -2 -0.01 2,032 -2.07 0.0962
2025-04-22 2025-03-31 13F NEXTERA ENERGY COM 65339F101 29,269 923 3.26 2,075 2.07 0.1091
2025-01-21 2024-12-31 13F NEXTERA ENERGY COM 65339F101 28,346 -848 -2.90 2,032 -17.63 0.1067
2024-10-21 2024-09-30 13F NEXTERA ENERGY COM 65339F101 29,194 -568 -1.91 2,468 17.09 0.1355
2025-12-02 2024-06-30 13F NEXTERA ENERGY COM 65339F101 29,762 -1,904 -6.01 2,107 4.15 0.1267
2024-04-16 2024-03-31 13F NEXTERA ENERGY COM 65339F101 31,666 1,320 4.35 2,024 9.77 0.1300
2024-01-10 2023-12-31 13F NEXTERA ENERGY COM 65339F101 30,346 -1,355 -4.27 1,843 1.49 0.1340
2023-10-17 2023-09-30 13F NEXTERA ENERGY COM 65339F101 31,701 2,570 8.82 1,816 -15.96 0.1510
2023-07-11 2023-06-30 13F NEXTERA ENERGY COM 65339F101 29,131 93 0.32 2,161 -3.44 0.1785
2023-04-12 2023-03-31 13F NEXTERA ENERGY COM 65339F101 29,038 986 3.51 2,238 -4.56 0.2108
2023-01-13 2022-12-31 13F NEXTERA ENERGY COM 65339F101 28,052 147 0.53 2,345 7.18 0.2404
2022-10-13 2022-09-30 13F NEXTERA ENERGY COM 65339F101 27,905 795 2.93 2,188 4.19 0.2538
2022-07-13 2022-06-30 13F NEXTERA ENERGY COM 65339F101 27,110 52 0.19 2,100 -8.38 0.2359
2022-04-13 2022-03-31 13F NEXTERA ENERGY COM 65339F101 27,058 1,015 3.90 2,292 -5.72 0.2208
2022-02-17 2021-12-31 13F/A-1 NEXTERA ENERGY COM 65339F101 26,043 4,647 21.72 2,431 55.04 0.2301
2022-02-10 2021-12-31 13F NEXTERA ENERGY COM 65339F101 26,043 4,647 2,431 0.2301
2021-11-01 2021-09-30 13F NEXTERA ENERGY COM 65339F101 21,396 0 0.00 1,568 0.00 0.1685
2021-07-26 2021-06-30 13F NEXTERA ENERGY COM 65339F101 21,396 2,848 15.35 1,568 11.84 0.1682
2021-05-03 2021-03-31 13F NEXTERA ENERGY COM 65339F101 18,548 1,888 11.33 1,402 9.11 0.1592
2021-02-08 2020-12-31 13F NEXTERA ENERGY COM 65339F101 16,660 12,538 304.17 1,285 12.33 0.1593
2020-10-13 2020-09-30 13F NEXTERA ENERGY Common Stock 65339F101 4,122 -364 -8.11 1,144 6.22 0.1545
2020-07-31 2020-06-30 13F NEXTERA ENERGY Common Stock 65339F101 4,486 514 12.94 1,077 12.66 0.1581
2020-05-12 2020-03-31 13F NEXTERA ENERGY Common Stock 65339F101 3,972 185 4.89 956 4.25 0.1912
2020-02-14 2019-12-31 13F NEXTERA ENERGY Common Stock 65339F101 3,787 -104 -2.67 917 1.21 0.1606
2019-10-22 2019-09-30 13F NEXTERA ENERGY Common Stock 65339F101 3,891 47 1.22 906 15.12 0.1776
2019-07-22 2019-06-30 13F NEXTERA ENERGY Common Stock 65339F101 3,844 236 6.54 787 12.91 0.1633
2019-04-15 2019-03-31 13F NEXTERA ENERGY Common Stock 65339F101 3,608 272 8.15 697 20.38 0.1432
2019-01-26 2018-12-31 13F NEXTERA ENERGY COM 65339F101 3,336 -616 -15.59 579 -12.27 0.1407
2018-11-05 2018-09-30 13F NEXTERA ENERGY Common Stock 65339F101 3,952 29 0.74 660 0.76 0.1224
2018-08-14 2018-06-30 13F NEXTERA ENERGY Common Stock 65339F101 3,923 849 27.62 655 32.59 0.1311
2018-04-23 2018-03-31 13F NEXTERA ENERGY COM 65339F101 3,074 -336 -9.85 494 -5.36 0.1469
2018-01-24 2017-12-31 13F NEXTERA ENERGY COM 65339F101 3,410 164 5.05 522 8.52 0.1501
2017-10-23 2017-09-30 13F NEXTERA ENERGY COM 65339F101 3,246 265 8.89 481 14.25 0.1561
2017-08-09 2017-06-30 13F NEXTERA ENERGY COM 65339F101 2,981 261 9.60 421 18.59 0.1462
2017-05-16 2017-03-31 13F NEXTERA ENERGY COM 65339F101 2,720 26 0.97 355 10.25 0.1356
2017-05-15 2016-12-31 13F NEXTERA ENERGY COM 65339F101 2,694 2,694 322 0.1390
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.