NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionHartland & Co., LLC
Latest Disclosed Ownership120,525 shares
Latest Disclosed Value $ 11,194,373
Hartland & Co., LLC reports 18.16% increase in ownership of NEE / NextEra Energy, Inc.

On May 6, 2026 - Hartland & Co., LLC filed a 13F-HR form disclosing ownership of 120,525 shares of NextEra Energy, Inc. (MX:NEE) valued at $11,194,373 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 102,000 shares of NextEra Energy, Inc.. This represents a change in shares of 18.16% 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)
2026-05-06 2026-03-31 13F NEXTERA ENERGY COM 65339F101 120,525 18,525 18.16 11,194 36.71 0.1023
2026-02-09 2025-12-31 13F NEXTERA ENERGY COM 65339F101 102,000 2,736 2.76 8,189 9.28 0.1032
2025-11-10 2025-09-30 13F NEXTERA ENERGY COM 65339F101 99,264 7,284 7.92 7,493 17.35 0.0983
2025-08-08 2025-06-30 13F NEXTERA ENERGY COM 65339F101 91,980 4,540 5.19 6,385 3.02 0.0897
2025-05-13 2025-03-31 13F NEXTERA ENERGY COM 65339F101 87,440 244 0.28 6,199 -0.85 0.0962
2025-02-10 2024-12-31 13F NEXTERA ENERGY COM 65339F101 87,196 -518 -0.59 6,251 -15.69 0.0948
2024-11-13 2024-09-30 13F NEXTERA ENERGY COM 65339F101 87,714 4,007 4.79 7,414 25.09 0.1150
2024-08-12 2024-06-30 13F NEXTERA ENERGY COM 65339F101 83,707 50,623 153.01 5,927 140.25 0.1011
2024-05-14 2024-03-31 13F NEXTERA ENERGY COM 65339F101 33,084 10,909 49.20 2,467 83.28 0.1221
2024-02-12 2023-12-31 13F NEXTERA ENERGY COM 65339F101 22,175 -7,871 -26.20 1,347 -21.79 0.0715
2023-11-13 2023-09-30 13F/A-1 NEXTERA ENERGY COM 65339F101 30,046 -181 -0.60 1,721 -23.24 0.1057
2023-11-07 2023-09-30 13F NEXTERA ENERGY COM 65339F101 48,727 18,500 2,792 0.1535
2023-08-07 2023-06-30 13F NEXTERA ENERGY COM 65339F101 30,227 1,372 4.75 2,243 0.81 0.1359
2023-05-09 2023-03-31 13F NEXTERA ENERGY COM 65339F101 28,855 1,132 4.08 2,224 -4.01 0.1619
2023-02-14 2022-12-31 13F NEXTERA ENERGY COM 65339F101 27,723 2,923 11.79 2,318 19.13 0.1815
2022-11-15 2022-09-30 13F NEXTERA ENERGY COM 65339F101 24,800 -16,656 -40.18 1,945 -39.43 0.1792
2022-08-12 2022-06-30 13F NEXTERA ENERGY COM 65339F101 41,456 -50 -0.12 3,211 -8.67 0.2503
2022-05-04 2022-03-31 13F NEXTERA ENERGY COM 65339F101 41,506 1,273 3.16 3,516 -6.39 0.2385
2022-02-14 2021-12-31 13F NEXTERA ENERGY COM 65339F101 40,233 2,180 5.73 3,756 25.70 0.2554
2021-11-12 2021-09-30 13F NEXTERA ENERGY COM 65339F101 38,053 -2,577 -6.34 2,988 0.37 0.2229
2021-08-12 2021-06-30 13F NEXTERA ENERGY COM 65339F101 40,630 2,200 5.72 2,977 2.44 0.2291
2021-05-14 2021-03-31 13F NEXTERA ENERGY COM 65339F101 38,430 586 1.55 2,906 -0.48 0.2421
2021-02-11 2020-12-31 13F NEXTERA ENERGY COM 65339F101 37,844 30,933 447.59 2,920 52.24 0.2655
2020-11-12 2020-09-30 13F NEXTERA ENERGY COM 65339F101 6,911 3,179 85.18 1,918 114.06 0.2056
2020-08-11 2020-06-30 13F NEXTERA ENERGY COM 65339F101 3,732 0 0.00 896 -0.22 0.1036
2020-05-14 2020-03-31 13F NEXTERA ENERGY COM 65339F101 3,732 500 15.47 898 14.69 0.1308
2020-02-11 2019-12-31 13F NEXTERA ENERGY COM 65339F101 3,232 128 4.12 783 8.30 0.0950
2019-11-12 2019-09-30 13F NEXTERA ENERGY COM 65339F101 3,104 3 0.10 723 13.86 0.0968
2019-08-08 2019-06-30 13F NEXTERA ENERGY COM 65339F101 3,101 0 0.00 635 6.01 0.0846
2019-05-14 2019-03-31 13F NEXTERA ENERGY COM 65339F101 3,101 -4 -0.13 599 10.93 0.0826
2019-02-08 2018-12-31 13F NEXTERA ENERGY COM 65339F101 3,105 91 3.02 540 6.93 0.0841
2018-11-13 2018-09-30 13F NEXTERA ENERGY COM 65339F101 3,014 0 0.00 505 0.40 0.0693
2018-08-07 2018-06-30 13F NEXTERA ENERGY COM 65339F101 3,014 14 0.47 503 2.65 0.0717
2018-05-14 2018-03-31 13F NEXTERA ENERGY COM 65339F101 3,000 100 3.45 490 8.17 0.0710
2018-02-09 2017-12-31 13F NEXTERA ENERGY COM 65339F101 2,900 -600 -17.14 453 -11.70 0.0614
2017-11-09 2017-09-30 13F NEXTERA ENERGY COM 65339F101 3,500 400 12.90 513 18.20 0.0668
2017-08-03 2017-06-30 13F NEXTERA ENERGY COM 65339F101 3,100 200 6.90 434 16.67 0.0634
2017-05-11 2017-03-31 13F NEXTERA ENERGY COM 65339F101 2,900 525 22.11 372 30.99 0.0541
2017-02-10 2016-12-31 13F NEXTERA ENERGY COM 65339F101 2,375 2,375 284 0.0460
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.