NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionHCR Wealth Advisors
Latest Disclosed Ownership37,158 shares
Latest Disclosed Value $ 3,451,319
HCR Wealth Advisors reports 5.90% decrease in ownership of NEE / NextEra Energy, Inc.

On April 21, 2026 - HCR Wealth Advisors filed a 13F-HR form disclosing ownership of 37,158 shares of NextEra Energy, Inc. (MX:NEE) valued at $3,451,319 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 39,486 shares of NextEra Energy, Inc.. This represents a change in shares of -5.90% 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)
2026-04-21 2026-03-31 13F Nextera Energy Common Stock 65339F101 37,158 -2,328 -5.90 3,451 8.86 0.3579
2026-01-27 2025-12-31 13F Nextera Energy Common Stock 65339F101 39,486 0 0.00 3,170 2.69 0.3140
2025-10-03 2025-09-30 13F Nextera Energy Common Stock 65339F101 39,486 -525 -1.31 3,087 11.16 0.3197
2025-07-17 2025-06-30 13F Nextera Energy Common Stock 65339F101 40,011 -343 -0.85 2,778 -2.90 0.3269
2025-04-21 2025-03-31 13F Nextera Energy Common Stock 65339F101 40,354 -62 -0.15 2,861 -1.28 0.3724
2025-01-14 2024-12-31 13F Nextera Energy Common Stock 65339F101 40,416 -327 -0.80 2,897 -15.88 0.3630
2024-10-10 2024-09-30 13F Nextera Energy Common Stock 65339F101 40,743 106 0.26 3,444 19.71 0.4507
2024-08-07 2024-06-30 13F Nextera Energy Common Stock 65339F101 40,637 1,754 4.51 2,878 15.77 0.4112
2024-05-10 2024-03-31 13F Nextera Energy Common Stock 65339F101 38,883 -285 -0.73 2,485 4.46 0.3769
2024-02-09 2023-12-31 13F Nextera Energy Common Stock 65339F101 39,168 2,656 7.27 2,379 13.77 0.3758
2023-10-20 2023-09-30 13F NEXTERA ENERGY COM 65339F101 36,512 -10,593 -22.49 2,092 -40.17 0.4586
2023-08-10 2023-06-30 13F NEXTERA ENERGY COM 65339F101 47,105 454 0.97 3,495 -2.78 0.6473
2023-05-12 2023-03-31 13F NEXTERA ENERGY COM 65339F101 46,651 -798 -1.68 3,596 -9.35 0.7117
2023-02-13 2022-12-31 13F NEXTERA ENERGY COM 65339F101 47,449 60 0.13 3,967 6.73 0.8325
2022-11-07 2022-09-30 13F NEXTERA ENERGY COM 65339F101 47,389 -1,682 -3.43 3,716 -2.24 0.7896
2022-08-12 2022-06-30 13F NEXTERA ENERGY COM 65339F101 49,071 -750 -1.51 3,801 -9.93 0.7630
2022-05-05 2022-03-31 13F NEXTERA ENERGY COM 65339F101 49,821 436 0.88 4,220 -8.48 0.6897
2022-02-04 2021-12-31 13F NEXTERA ENERGY COM 65339F101 49,385 -1,025 -2.03 4,611 16.50 0.7147
2021-11-02 2021-09-30 13F NEXTERA ENERGY COM 65339F101 50,410 -232 -0.46 3,958 6.54 0.6605
2021-07-21 2021-06-30 13F NEXTERA ENERGY COM 65339F101 50,642 -884 -1.72 3,715 -4.74 0.6449
2021-05-13 2021-03-31 13F NEXTERA ENERGY COM 65339F101 51,526 -4,201 -7.54 3,900 -9.28 0.7711
2021-02-04 2020-12-31 13F NEXTERA ENERGY COM 65339F101 55,727 38,085 215.88 4,299 -8.98 0.8997
2020-11-05 2020-09-30 13F NEXTERA ENERGY COM 65339F101 17,642 618 3.63 4,723 12.69 1.0799
2020-07-30 2020-06-30 13F NEXTERA ENERGY COM 65339F101 17,024 412 2.48 4,191 4.85 0.9834
2020-05-08 2020-03-31 13F NEXTERA ENERGY COM 65339F101 16,612 44 0.27 3,997 -0.37 1.1434
2020-02-07 2019-12-31 13F NEXTERA ENERGY COM 65339F101 16,568 1,453 9.61 4,012 13.91 0.9733
2019-11-07 2019-09-30 13F NEXTERA ENERGY COM 65339F101 15,115 -953 -5.93 3,522 6.99 1.1693
2019-07-25 2019-06-30 13F NEXTERA ENERGY COM 65339F101 16,068 16,068 3,292 0.9361
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.