NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionFormidable Asset Management, LLC
Latest Disclosed Ownership62,885 shares
Latest Disclosed Value $ 5,048,422
Formidable Asset Management, LLC reports 1.42% decrease in ownership of NEE / NextEra Energy, Inc.

On April 22, 2026 - Formidable Asset Management, LLC filed a 13F-HR form disclosing ownership of 62,885 shares of NextEra Energy, Inc. (MX:NEE) valued at $5,048,422 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 16, 2026 disclosing 63,791 shares of NextEra Energy, Inc.. This represents a change in shares of -1.42% 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)
2026-04-22 2026-03-31 13F NEXTERA ENERGY COM 65339F101 62,885 -906 -1.42 5,048 4.84 0.7794
2026-01-16 2025-12-31 13F NEXTERA ENERGY COM 65339F101 63,791 368 0.58 4,816 9.38 0.7006
2025-10-29 2025-09-30 13F NEXTERA ENERGY COM 65339F101 63,423 -46 -0.07 4,403 -2.16 0.6934
2025-07-16 2025-06-30 13F NEXTERA ENERGY COM 65339F101 63,469 -137 -0.22 4,499 -0.22 0.7525
2025-05-05 2025-03-31 13F NEXTERA ENERGY COM 65339F101 63,606 325 0.51 4,509 -0.60 0.7538
2025-02-19 2024-12-31 13F NEXTERA ENERGY COM 65339F101 63,281 151 0.24 4,537 -14.99 0.7451
2024-11-12 2024-09-30 13F NEXTERA ENERGY COM 65339F101 63,130 -1,809 -2.79 5,336 16.05 0.8524
2024-08-08 2024-06-30 13F NEXTERA ENERGY COM 65339F101 64,939 -1,273 -1.92 4,598 8.67 0.7435
2024-05-15 2024-03-31 13F NEXTERA ENERGY COM 65339F101 66,212 55,941 544.65 4,232 579.13 0.6899
2024-02-07 2023-12-31 13F NEXTERA ENERGY COM 65339F101 10,271 2,178 26.91 624 34.56 0.1296
2023-11-09 2023-09-30 13F NEXTERA ENERGY COM 65339F101 8,093 0 0.00 464 0.1027
2023-08-15 2023-06-30 13F NEXTERA ENERGY INC COM COM 65339F101 8,093 0 0.00 1 0.1312
2023-05-09 2023-03-31 13F NEXTERA ENERGY INC COM COM 65339F101 8,093 0 0.00 1 0.1312
2023-02-07 2022-12-31 13F NEXTERA ENERGY INC COM COM 65339F101 8,093 0 0.00 1 -100.00 0.1529
2022-11-14 2022-09-30 13F NEXTERA ENERGY COM 65339F101 8,093 129 1.62 614 -0.81 0.1424
2022-08-18 2022-06-30 13F/A-1 NEXTERA ENERGY COM 65339F101 7,964 -622 -7.24 619 -14.86 0.1393
2022-08-16 2022-06-30 13F NEXTERA ENERGY COM 65339F101 7,964 -622 619 0.1438
2022-05-04 2022-03-31 13F NEXTERA ENERGY COM 65339F101 8,586 -727 -7.81 727 -14.87 0.1394
2022-02-07 2021-12-31 13F NEXTERA ENERGY INC COM COM 65339F101 9,313 0 0.00 854 16.83 0.1639
2021-11-10 2021-09-30 13F NEXTERA ENERGY INC COM COM 65339F101 9,313 9,312 931,200.00 731 12.12 0.1373
2021-08-06 2021-06-30 13F NEXTERA ENERGY COM 65339F101 1 -9,348 -99.99 652 -7.65 0.1536
2021-05-12 2021-03-31 13F NEXTERA ENERGY INC COM COM 65339F101 9,349 445 5.00 706 5.53 0.1535
2021-01-29 2020-12-31 13F NEXTERA ENERGY INC COM COM 65339F101 8,904 6,676 299.64 669 6.70 0.1550
2020-12-14 2020-09-30 13F/A-1 NEXTERA ENERGY Equity 65339F101 2,228 -226 -9.21 627 -1.26 0.1828
2020-11-13 2020-09-30 13F NEXTERA ENERGY INC COM COM 65339F101 2,228 -226 626 170,514.5945
2020-08-13 2020-06-30 13F NEXTERA ENERGY Equity 65339F101 2,454 135 5.82 635 12.99 0.1873
2020-06-01 2020-03-31 13F NEXTERA ENERGY Common 65339F101 2,319 0 0.00 562 -5.23 0.2213
2020-02-13 2019-12-31 13F NEXTERA ENERGY COM 65339F101 2,319 0 0.00 593 11.68 0.1869
2019-11-08 2019-09-30 13F NEXTERA ENERGY COM 65339F101 2,319 72 3.20 531 13.70 0.4914
2019-10-15 2019-06-30 13F NEXTERA ENERGY COM 65339F101 2,247 -1,807 -44.57 467 117.21 0.1606
2019-10-15 2019-03-31 13F NEXTERA ENERGY COM 65339F101 4,054 4,054 80.42 215 -53.96 0.0845
2018-02-13 2017-12-31 13F NEXTERA ENERGY Common 65339F101 0 -1,527 -100.00 0 -100.00
2017-11-13 2017-09-30 13F NEXTERA ENERGY Common 65339F101 1,527 0 0.00 224 4.67 0.0945
2017-08-11 2017-06-30 13F NEXTERA ENERGY Common 65339F101 1,527 -76 -4.74 214 -0.93 0.1055
2017-05-12 2017-03-31 13F NEXTERA ENERGY Common 65339F101 1,603 1,603 4.98 216 0.93 0.0942
2016-08-12 2016-06-30 13F NEXTERA ENERGY COM 65339F101 0 -1,061 -100.00 0 -100.00
2016-05-10 2016-03-31 13F NEXTERA ENERGY COM 65339F101 1,061 50 4.95 121 15.24 0.0850
2016-02-02 2015-12-31 13F NEXTERA ENERGY COM 65339F101 1,011 64 6.76 105 14.13 0.0727
2015-11-12 2015-09-30 13F NEXTERA ENERGY COM 65339F101 947 132 16.20 92 15.00 0.0614
2015-08-14 2015-06-30 13F NEXTERA ENERGY COM 65339F101 815 0 0.00 80 -1.23 0.0510
2015-05-14 2015-03-31 13F NEXTERA ENERGY COM 65339F101 815 -330 -28.82 81 -33.61 0.0533
2015-02-27 2014-12-31 13F NEXTERA ENERGY COM 65339F101 1,145 0 0.00 122 6.09 0.0833
2014-11-14 2014-09-30 13F NEXTERA ENERGY COM 65339F101 1,145 45 4.09 115 1.77 0.0760
2014-08-21 2014-06-30 13F NEXTERA ENERGY COM 65339F101 1,100 0 0.00 113 5.61 0.0683
2014-05-15 2014-03-31 13F NEXTERA ENERGY COM 65339F101 1,100 0 0.00 107 7.00 0.0747
2014-02-18 2013-12-31 13F NEXTERA ENERGY COM 65339F101 1,100 0 0.00 100 13.64 0.0673
2013-11-26 2013-09-30 13F NEXTERA ENERGY COM 65339F101 1,100 1,100 88 0.0760
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.