NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionFLC Capital Advisors
Latest Disclosed Ownership23,597 shares
Latest Disclosed Value $ 2,191,689
FLC Capital Advisors reports 0.87% decrease in ownership of NEE / NextEra Energy, Inc.

On May 1, 2026 - FLC Capital Advisors filed a 13F-HR form disclosing ownership of 23,597 shares of NextEra Energy, Inc. (MX:NEE) valued at $2,191,689 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 23,803 shares of NextEra Energy, Inc.. This represents a change in shares of -0.87% 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)
2026-05-01 2026-03-31 13F NEXTERA ENERGY COM 65339F101 23,597 -206 -0.87 2,192 14.71 0.3912
2026-02-11 2025-12-31 13F NEXTERA ENERGY COM 65339F101 23,803 0 0.00 1,911 6.35 0.3528
2025-10-17 2025-09-30 13F NEXTERA ENERGY COM 65339F101 23,803 220 0.93 1,797 9.71 0.3480
2025-07-29 2025-06-30 13F NEXTERA ENERGY COM 65339F101 23,583 -794 -3.26 1,637 -5.27 0.3385
2025-05-05 2025-03-31 13F NEXTERA ENERGY COM 65339F101 24,377 7,290 42.66 1,728 41.18 0.3877
2025-01-16 2024-12-31 13F NEXTERA ENERGY COM 65339F101 17,087 3,967 30.24 1,225 10.37 0.2819
2024-10-16 2024-09-30 13F NEXTERA ENERGY COM 65339F101 13,120 34 0.26 1,109 19.76 0.2559
2024-07-15 2024-06-30 13F NEXTERA ENERGY COM 65339F101 13,086 2,700 26.00 927 39.67 0.2280
2024-05-06 2024-03-31 13F NEXTERA ENERGY COM 65339F101 10,386 505 5.11 664 10.50 0.1677
2024-01-18 2023-12-31 13F NEXTERA ENERGY COM 65339F101 9,881 1,382 16.26 600 23.46 0.1618
2024-01-18 2023-09-30 13F NEXTERA ENERGY COM 65339F101 8,499 0 0.00 487 -22.86 0.1475
2023-08-11 2023-06-30 13F NEXTERA ENERGY COM 65339F101 8,499 0 0.00 631 -3.82 0.1845
2023-04-27 2023-03-31 13F NEXTERA ENERGY COM 65339F101 8,499 0 0.00 655 -7.75 0.2003
2023-01-30 2022-12-31 13F NEXTERA ENERGY COM 65339F101 8,499 444 5.51 711 12.34 0.2210
2022-10-14 2022-09-30 13F NEXTERA ENERGY COM 65339F101 8,055 15 0.19 632 1.44 0.2195
2022-07-27 2022-06-30 13F NEXTERA ENERGY COM 65339F101 8,040 0 0.00 623 -8.52 0.2076
2022-04-25 2022-03-31 13F NEXTERA ENERGY COM 65339F101 8,040 0 0.00 681 -9.32 0.1911
2022-01-26 2021-12-31 13F NEXTERA ENERGY COM 65339F101 8,040 0 0.00 751 19.02 0.2087
2021-10-13 2021-09-30 13F NEXTERA ENERGY COM 65339F101 8,040 0 0.00 631 7.13 0.1861
2021-08-12 2021-06-30 13F NEXTERA ENERGY COM 65339F101 8,040 0 0.00 589 -3.12 0.1733
2021-04-23 2021-03-31 13F NEXTERA ENERGY COM 65339F101 8,040 0 0.00 608 -1.94 0.1903
2021-02-10 2020-12-31 13F NEXTERA ENERGY COM 65339F101 8,040 6,030 300.00 620 2.48 0.2060
2020-10-23 2020-09-30 13F NEXTERA ENERGY COM 65339F101 2,010 0 0.00 605 21.98 0.2213
2020-07-10 2020-06-30 13F NEXTERA ENERGY COM 65339F101 2,010 -45 -2.19 496 6.67 0.1967
2020-04-09 2020-03-31 13F NEXTERA ENERGY COM 65339F101 2,055 0 0.00 465 -6.63 0.2160
2020-01-13 2019-12-31 13F NEXTERA ENERGY COM 65339F101 2,055 -1,000 -32.73 498 -30.06 0.1994
2019-10-28 2019-09-30 13F NEXTERA ENERGY COM 65339F101 3,055 -372 -10.85 712 -0.70 0.3021
2019-08-05 2019-06-30 13F NEXTERA ENERGY COM 65339F101 3,427 372 12.18 717 21.32 0.2954
2019-05-13 2019-03-31 13F NEXTERA ENERGY COM 65339F101 3,055 990 47.94 591 64.62 0.2675
2019-02-08 2018-12-31 13F NEXTERA ENERGY COM 65339F101 2,065 2,065 359 0.2419
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.