NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionGradient Investments LLC
Latest Disclosed Ownership247,516 shares
Latest Disclosed Value $ 22,989,329
Gradient Investments LLC reports 6.84% decrease in ownership of NEE / NextEra Energy, Inc.

On April 13, 2026 - Gradient Investments LLC filed a 13F-HR form disclosing ownership of 247,516 shares of NextEra Energy, Inc. (MX:NEE) valued at $22,989,329 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 8, 2026 disclosing 265,698 shares of NextEra Energy, Inc.. This represents a change in shares of -6.84% 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)
2026-04-13 2026-03-31 13F NEXTERA ENERGY COM 65339F101 247,516 -18,182 -6.84 22,989 7.78 0.3562
2026-01-08 2025-12-31 13F NEXTERA ENERGY COM 65339F101 265,698 -176,748 -39.95 21,330 -36.14 0.3386
2025-10-06 2025-09-30 13F NEXTERA ENERGY COM 65339F101 442,446 17,248 4.06 33,400 13.16 0.5576
2025-07-08 2025-06-30 13F NEXTERA ENERGY COM 65339F101 425,198 21,987 5.45 29,517 3.27 0.5396
2025-04-09 2025-03-31 13F NEXTERA ENERGY COM 65339F101 403,211 33,699 9.12 28,584 7.90 0.5766
2025-01-21 2024-12-31 13F NEXTERA ENERGY COM 65339F101 369,512 26,388 7.69 26,490 -8.67 0.5364
2024-10-15 2024-09-30 13F NEXTERA ENERGY COM 65339F101 343,124 -88,960 -20.59 29,004 -5.20 0.6044
2024-07-18 2024-06-30 13F NEXTERA ENERGY COM 65339F101 432,084 -33,858 -7.27 30,596 2.74 0.6871
2024-04-23 2024-03-31 13F NEXTERA ENERGY COM 65339F101 465,942 61,053 15.08 29,778 21.09 0.6906
2024-01-18 2023-12-31 13F NEXTERA ENERGY COM 65339F101 404,889 22,556 5.90 24,593 12.28 0.5947
2023-10-27 2023-09-30 13F NEXTERA ENERGY COM 65339F101 382,333 13,295 3.60 21,904 -20.01 0.5782
2023-07-11 2023-06-30 13F NEXTERA ENERGY COM 65339F101 369,038 24,350 7.06 27,383 3.06 0.7051
2023-04-17 2023-03-31 13F NEXTERA ENERGY COM 65339F101 344,688 248,979 260.14 26,569 232.06 0.7244
2023-01-10 2022-12-31 13F NEXTERA ENERGY COM 65339F101 95,709 -187,654 -66.22 8,001 -63.99 0.2522
2022-10-14 2022-09-30 13F NEXTERA ENERGY COM 65339F101 283,363 845 0.30 22,218 1.53 0.6796
2022-07-11 2022-06-30 13F NEXTERA ENERGY COM 65339F101 282,518 -63,367 -18.32 21,884 -25.31 0.6389
2022-05-26 2022-03-31 13F NEXTERA ENERGY COM 65339F101 345,885 -4,882 -1.39 29,300 -10.53 0.7527
2022-01-12 2021-12-31 13F NEXTERA ENERGY COM 65339F101 350,767 6,671 1.94 32,748 21.21 0.8302
2021-10-18 2021-09-30 13F NEXTERA ENERGY COM 65339F101 344,096 218,747 174.51 27,018 194.12 0.7570
2021-07-12 2021-06-30 13F NEXTERA ENERGY COM 65339F101 125,349 27,262 27.79 9,186 23.87 0.2688
2021-04-21 2021-03-31 13F NEXTERA ENERGY COM 65339F101 98,087 81,719 499.26 7,416 63.24 0.2411
2021-01-08 2020-12-31 13F NEXTERA ENERGY COM 65339F101 16,368 -87 -0.53 4,543 -0.53 0.1928
2020-10-06 2020-09-30 13F NEXTERA ENERGY COM 65339F101 16,455 2,231 15.68 4,567 33.69 0.1918
2020-07-10 2020-06-30 13F NEXTERA ENERGY COM 65339F101 14,224 1,654 13.16 3,416 12.93 0.1558
2020-04-07 2020-03-31 13F NEXTERA ENERGY COM 65339F101 12,570 910 7.80 3,025 7.12 0.1630
2020-01-15 2019-12-31 13F NEXTERA ENERGY COM 65339F101 11,660 422 3.76 2,824 7.87 0.1258
2019-10-10 2019-09-30 13F NEXTERA ENERGY COM 65339F101 11,238 1,270 12.74 2,618 28.21 0.1282
2019-07-16 2019-06-30 13F NEXTERA ENERGY COM 65339F101 9,968 4,740 90.67 2,042 101.98 0.1048
2019-04-11 2019-03-31 13F NEXTERA ENERGY COM 65339F101 5,228 1,178 29.09 1,011 43.61 0.0654
2019-01-18 2018-12-31 13F NEXTERA ENERGY COM 65339F101 4,050 49 1.22 704 4.92 0.0422
2018-10-11 2018-09-30 13F NEXTERA ENERGY COM 65339F101 4,001 0 0.00 671 0.45 0.0344
2018-08-09 2018-06-30 13F NEXTERA ENERGY COM 65339F101 4,001 -247 -5.81 668 -3.75 0.0357
2018-04-10 2018-03-31 13F NEXTERA ENERGY COM 65339F101 4,248 -97 -2.23 694 2.21 0.0376
2018-02-07 2017-12-31 13F NEXTERA ENERGY COM 65339F101 4,345 -48 -1.09 679 5.43 0.0392
2017-10-16 2017-09-30 13F NEXTERA ENERGY COM 65339F101 4,393 80 1.85 644 6.62 0.0411
2017-07-19 2017-06-30 13F NEXTERA ENERGY COM 65339F101 4,313 2 0.05 604 9.22 0.0424
2017-04-11 2017-03-31 13F NEXTERA ENERGY COM 65339F101 4,311 1,000 30.20 553 39.65 0.0423
2017-01-17 2016-12-31 13F NEXTERA ENERGY COM 65339F101 3,311 -112 -3.27 396 -5.49 0.0347
2016-10-11 2016-09-30 13F NEXTERA ENERGY COM 65339F101 3,423 468 15.84 419 8.83 0.0412
2016-07-14 2016-06-30 13F NEXTERA ENERGY COM 65339F101 2,955 2,474 514.35 385 575.44 0.0417
2016-04-13 2016-03-31 13F NEXTERA ENERGY COM 65339F101 481 -131 -21.41 57 -10.94 0.0070
2016-01-19 2015-12-31 13F NEXTERA ENERGY COM 65339F101 612 27 4.62 64 12.28 0.0085
2015-10-14 2015-09-30 13F NEXTERA ENERGY COM 65339F101 585 0 0.00 57 0.00 0.0081
2015-08-25 2015-06-30 13F NEXTERA ENERGY COM 65339F101 585 -42 -6.70 57 -12.31 0.0078
2015-04-10 2015-03-31 13F NEXTERA ENERGY COM 65339F101 627 -93 -12.92 65 -15.58 0.0097
2015-01-15 2014-12-31 13F NEXTERA ENERGY COM 65339F101 720 299 71.02 77 92.50 0.0127
2014-10-14 2014-09-30 13F NEXTERA ENERGY COM 65339F101 421 0 0.00 40 -6.98 0.0072
2014-07-11 2014-06-30 13F NEXTERA ENERGY COM 65339F101 421 381 952.50 43 975.00 0.0207
2014-04-11 2014-03-31 13F NEXTERA ENERGY COM 65339F101 40 -190 -82.61 4 -80.00 0.0009
2014-01-13 2013-12-31 13F NEXTERA ENERGY COM 65339F101 230 230 20 0.0053
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.