NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionHighPoint Advisor Group LLC
Latest Disclosed Ownership7,432 shares
Latest Disclosed Value $ 690,260
HighPoint Advisor Group LLC reports 6.17% increase in ownership of NEE / NextEra Energy, Inc.

On May 14, 2026 - HighPoint Advisor Group LLC filed a 13F-HR form disclosing ownership of 7,432 shares of NextEra Energy, Inc. (MX:NEE) valued at $690,260 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 14, 2026 disclosing 7,000 shares of NextEra Energy, Inc.. This represents a change in shares of 6.17% 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)
2026-05-14 2026-03-31 13F NEXTERA ENERGY Common Stock 65339F101 7,432 432 6.17 690 22.99 0.0289
2026-05-14 2025-12-31 13F/A-2 NEXTERA ENERGY Common Stock 65339F101 7,000 -52,272 -88.19 562 -87.46 0.0235
2026-02-04 2025-12-31 13F NEXTERA ENERGY Common Stock 65339F101 56,239 -3,033 4,515 0.2094
2025-11-05 2025-09-30 13F NEXTERA ENERGY Common Stock 65339F101 59,272 431 0.73 4,474 9.55 0.2132
2025-08-07 2025-06-30 13F NEXTERA ENERGY Common Stock 65339F101 58,841 1,402 2.44 4,085 5.75 0.2170
2025-05-05 2025-03-31 13F NEXTERA ENERGY Common Stock 65339F101 57,439 -4,806 -7.72 3,863 -11.81 0.2249
2025-02-12 2024-12-31 13F NEXTERA ENERGY Common Stock 65339F101 62,245 -4,151 -6.25 4,379 -21.97 0.2379
2024-11-04 2024-09-30 13F NEXTERA ENERGY Common Stock 65339F101 66,396 1,924 2.98 5,612 140,200.00 0.3272
2024-08-08 2024-06-30 13F NEXTERA ENERGY Common Stock 65339F101 64,472 114 0.18 5 0.00 0.2859
2024-05-14 2024-03-31 13F NEXTERA ENERGY Common Stock 65339F101 64,358 136 0.21 5 -99.90 0.3390
2024-03-26 2023-12-31 13F NEXTERA ENERGY Common Stock 65339F101 64,222 4,777 8.04 4,021 -14.99 0.2879
2022-08-15 2022-06-30 13F NEXTERA ENERGY Common Stock 65339F101 59,445 6,772 12.86 4,730 14.36 0.5173
2021-11-15 2021-09-30 13F NEXTERA ENERGY Common Stock 65339F101 52,673 -7,928 -13.08 4,136 -6.87 0.4052
2021-07-29 2021-06-30 13F NEXTERA ENERGY Common Stock 65339F101 60,601 8,414 16.12 4,441 9.20 0.4471
2021-04-12 2021-03-31 13F NEXTERA ENERGY Common Stock 65339F101 52,187 719 1.40 4,067 -5.75 0.4706
2021-02-10 2020-12-31 13F NEXTERA ENERGY Common Stock 65339F101 51,468 11,892 30.05 4,315 45.88 0.5255
2020-11-06 2020-09-30 13F NEXTERA ENERGY Common Stock 65339F309 39,576 30,630 342.39 2,958 34.27 0.5351
2020-08-13 2020-06-30 13F NEXTERA ENERGY Common Stock 65339F309 8,946 -208 -2.27 2,203 0.41 0.4709
2020-05-01 2020-03-31 13F/A-2 NEXTERA ENERGY Common Stock 65339F309 9,154 -830 -8.31 2,194 -14.76 0.5224
2020-04-27 2020-03-31 13F/A-1 NEXTERA ENERGY Common Stock 65339F309 2,194 -6,960 9 0.1443
2020-04-27 2020-03-31 13F NEXTERA ENERGY Common Stock 65339F309 9,984 0 2,574 528,504.1116
2020-02-13 2019-12-31 13F NEXTERA ENERGY Common Stock 65339F309 9,984 1,152 13.04 2,574 31.26 0.5303
2019-11-12 2019-09-30 13F NEXTERA ENERGY Common Stock 65339F309 8,832 663 8.12 1,961 14.68 0.4334
2019-08-15 2019-06-30 13F/A-1 NEXTERA ENERGY Common Stock 65339F309 8,169 -2,596 -24.12 1,710 -16.26 0.4004
2019-08-15 2019-06-30 13F NEXTERA ENERGY Common Stock 65339F309 10,765 0 2,042
2019-05-08 2019-03-31 13F NEXTERA ENERGY Common Stock 65339F309 10,765 885 8.96 2,042 11.52 0.4999
2019-02-20 2018-12-31 13F NEXTERA ENERGY Common Stock 65339F309 9,880 2,405 32.17 1,831 41.83 0.4850
2018-10-23 2018-09-30 13F NEXTERA ENERGY Common Stock 65339F309 7,475 -19 -0.25 1,291 -1.45 0.3535
2018-08-20 2018-06-30 13F NEXTERA ENERGY Common Stock 65339F309 7,494 496 7.09 1,310 19.42 0.3536
2018-06-11 2018-03-31 13F NEXTERA ENERGY Common Stock 65339F309 6,998 1,159 19.85 1,097 24.38 0.3012
2018-02-15 2017-12-31 13F NEXTERA ENERGY Common Stock 65339F309 5,839 -2,459 -29.63 882 -29.04 0.2527
2017-11-06 2017-09-30 13F NEXTERA ENERGY Common Stock 65339F309 8,298 726 9.59 1,243 11.88 0.3855
2017-08-15 2017-06-30 13F NEXTERA ENERGY Common Stock 65339F309 7,572 0 0.00 1,111 0.00 0.3575
2017-08-07 2017-03-31 13F NEXTERA ENERGY Common Stock 65339F309 7,572 2,154 39.76 1,111 58.49 0.3575
2017-03-02 2016-12-31 13F NEXTERA ENERGY Common Stock 65339F309 5,418 376 7.46 701 21.07 0.2258
2016-11-21 2016-09-30 13F NEXTERA ENERGY Common Stock 65339F309 5,042 -4,538 -47.37 579 -52.07 0.2038
2016-08-10 2016-06-30 13F NEXTERA ENERGY Common Stock 65339F101 9,580 9,580 1,208 0.4236
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.