NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionIHT Wealth Management, LLC
Latest Disclosed Ownership59,124 shares
Latest Disclosed Value $ 5,491,433
IHT Wealth Management, LLC reports 1.18% increase in ownership of NEE / NextEra Energy, Inc.

On May 15, 2026 - IHT Wealth Management, LLC filed a 13F-HR form disclosing ownership of 59,124 shares of NextEra Energy, Inc. (MX:NEE) valued at $5,491,433 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 58,433 shares of NextEra Energy, Inc.. This represents a change in shares of 1.18% 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)
2026-05-15 2026-03-31 13F Nextera Energy COM 65339F101 59,124 691 1.18 5,491 17.03 0.1270
2026-02-17 2025-12-31 13F Nextera Energy COM 65339F101 58,433 1,205 2.11 4,693 8.59 0.1140
2025-11-14 2025-09-30 13F Nextera Energy COM 65339F101 57,228 -2,560 -4.28 4,322 4.12 0.1093
2025-08-14 2025-06-30 13F Nextera Energy COM 65339F101 59,788 5,151 9.43 4,150 7.15 0.1141
2025-05-15 2025-03-31 13F Nextera Energy COM 65339F101 54,637 1,832 3.47 3,873 2.32 0.1210
2025-02-14 2024-12-31 13F Nextera Energy COM 65339F101 52,805 638 1.22 3,786 -14.21 0.1221
2024-11-14 2024-09-30 13F Nextera Energy COM 65339F101 52,167 10,626 25.58 4,413 49.81 0.1252
2024-08-14 2024-06-30 13F NEXTERA ENERGY COM 65339F101 41,541 -3,327 -7.42 2,945 2.72 0.1099
2024-05-15 2024-03-31 13F Nextera Energy COM 65339F101 44,868 8,592 23.69 2,867 30.14 0.1149
2024-02-14 2023-12-31 13F NEXTERA ENERGY COM 65339F101 36,276 -3,980 -9.89 2,203 -4.47 0.0982
2023-11-14 2023-09-30 13F NEXTERA ENERGY COM 65339F101 40,256 -9,664 -19.36 2,306 -37.74 0.1169
2023-08-15 2023-06-30 13F NEXTERA ENERGY COM 65339F101 49,920 11,274 29.17 3,704 24.38 0.1929
2023-05-15 2023-03-31 13F NEXTERA ENERGY COM 65339F101 38,646 12,229 46.29 2,979 34.87 0.1700
2023-02-15 2022-12-31 13F NEXTERA ENERGY COM 65339F101 26,417 2,128 8.76 2,208 15.97 0.1387
2022-11-22 2022-09-30 13F NEXTERA ENERGY COM 65339F101 24,289 2,135 9.64 1,904 10.96 0.1447
2022-08-15 2022-06-30 13F NEXTERA ENERGY COM 65339F101 22,154 296 1.35 1,716 -7.34 0.1513
2022-05-16 2022-03-31 13F NEXTERA ENERGY COM 65339F101 21,858 -849 -3.74 1,852 -12.64 0.1404
2022-02-14 2021-12-31 13F NEXTERA ENERGY COM 65339F101 22,707 4,159 22.42 2,120 45.60 0.1563
2021-11-15 2021-09-30 13F NEXTERA ENERGY COM 65339F101 18,548 -13,829 -42.71 1,456 -38.64 0.1185
2021-08-16 2021-06-30 13F NEXTERA ENERGY COM 65339F101 32,377 9,437 41.14 2,373 36.77 0.1505
2021-05-18 2021-03-31 13F NEXTERA ENERGY COM 65339F101 22,940 1,240 5.71 1,735 3.64 0.1248
2021-02-17 2020-12-31 13F NEXTERA ENERGY COM 65339F101 21,700 16,690 333.13 1,674 20.35 0.1392
2020-11-19 2020-09-30 13F NEXTERA ENERGY COM 65339F101 5,010 1,095 27.97 1,391 47.98 0.1396
2020-08-14 2020-06-30 13F NEXTERA ENERGY COM 65339F101 3,915 -1,307 -25.03 940 -25.22 0.1288
2020-05-13 2020-03-31 13F NEXTERA ENERGY COM 65339F101 5,222 -6 -0.11 1,257 -0.71 0.1810
2020-02-18 2019-12-31 13F NEXTERA ENERGY COM 65339F101 5,228 -308 -5.56 1,266 -1.86 0.1499
2019-11-15 2019-09-30 13F NEXTERA ENERGY COM 65339F101 5,536 1,449 35.45 1,290 54.12 0.1754
2019-08-12 2019-06-30 13F NEXTERA ENERGY COM 65339F101 4,087 99 2.48 837 8.56 0.1215
2019-05-16 2019-03-31 13F NEXTERA ENERGY COM 65339F101 3,988 -495 -11.04 771 -1.03 0.1285
2019-02-14 2018-12-31 13F NEXTERA ENERGY INC COM COM 65339F101 4,483 -23 -0.51 779 3.18 0.1499
2018-11-14 2018-09-30 13F NEXTERA ENERGY COM 65339F101 4,506 607 15.57 755 15.98 0.1633
2018-08-13 2018-06-30 13F NEXTERA ENERGY COM 65339F101 3,899 1,757 82.03 651 87.07 0.1663
2018-05-14 2018-03-31 13F NEXTERA ENERGY COM 65339F101 2,142 -19 -0.88 348 5.14 0.0934
2018-02-14 2017-12-31 13F NEXTERA ENERGY COM 65339F101 2,161 15 0.70 331 4.42 0.0876
2017-11-14 2017-09-30 13F NEXTERA ENERGY COM 65339F101 2,146 -1,455 -40.41 317 0.1349
2017-08-14 2017-06-30 13F/A-1 NEXTERA ENERGY COM 65339F101 3,601 929 34.77 0 -100.00
2017-08-14 2017-06-30 13F NEXTERA ENERGY COM 65339F101 3,601 929 33
2017-05-15 2017-03-31 13F NEXTERA ENERGY COM 65339F101 2,672 134 5.28 349 15.95 0.2327
2017-02-14 2016-12-31 13F NEXTERA ENERGY COM 65339F101 2,538 2,538 301 0.2276
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.