NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionInscription Capital, LLC
Latest Disclosed Ownership7,091 shares
Latest Disclosed Value $ 658,602
Inscription Capital, LLC reports 22.39% increase in ownership of NEE / NextEra Energy, Inc.

On April 20, 2026 - Inscription Capital, LLC filed a 13F-HR form disclosing ownership of 7,091 shares of NextEra Energy, Inc. (MX:NEE) valued at $658,602 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 5,794 shares of NextEra Energy, Inc.. This represents a change in shares of 22.39% 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)
2026-04-20 2026-03-31 13F NEXTERA ENERGY COM 65339F101 7,091 1,297 22.39 659 41.51 0.0692
2026-01-29 2025-12-31 13F NEXTERA ENERGY COM 65339F101 5,794 182 3.24 465 9.93 0.0478
2025-10-29 2025-09-30 13F NEXTERA ENERGY COM 65339F101 5,612 112 2.04 424 11.02 0.0457
2025-08-12 2025-06-30 13F NEXTERA ENERGY COM 65339F101 5,500 -3,810 -40.92 382 -35.97 0.0550
2025-04-17 2025-03-31 13F NEXTERA ENERGY COM 65339F101 9,310 3,336 55.84 595 18.06 0.0980
2024-10-24 2024-09-30 13F NEXTERA ENERGY COM 65339F101 5,974 -3,361 -36.00 505 -23.75 0.0750
2024-07-17 2024-06-30 13F NEXTERA ENERGY COM 65339F101 9,335 25 0.27 661 11.09 0.1064
2024-07-17 2024-03-31 13F/A-1 NEXTERA ENERGY COM 65339F101 9,310 -458 -4.69 595 0.34 0.0980
2024-01-18 2023-12-31 13F NEXTERA ENERGY COM 65339F101 9,768 84 0.87 593 7.04 0.1622
2023-10-17 2023-09-30 13F NEXTERA ENERGY COM 65339F101 9,684 129 1.35 555 -21.75 0.1809
2023-07-14 2023-06-30 13F/A-1 NEXTERA ENERGY COM 65339F101 9,555 -3,111 -24.56 709 -27.46 0.2204
2023-07-07 2023-06-30 13F NEXTERA ENERGY COM 65339F101 12,666 0 976 0.2579
2023-05-02 2023-03-31 13F NEXTERA ENERGY COM 65339F101 12,666 497 4.08 976 -4.03 0.2579
2023-02-14 2022-12-31 13F NEXTERA ENERGY COM 65339F101 12,169 0 0.00 1,017 6.60 0.3481
2022-11-14 2022-09-30 13F NEXTERA ENERGY COM 65339F101 12,169 -24,000 -66.36 954 -65.95 0.2696
2022-09-20 2022-06-30 13F NEXTERA ENERGY COM 65339F101 36,169 24,180 201.68 2,802 175.79 0.5051
2022-05-16 2022-03-31 13F Nextera Energy Stock 65339F101 11,989 -1,046 -8.02 1,016 -16.52 0.2904
2022-02-10 2021-12-31 13F Nextera Energy Stock 65339F101 13,035 852 6.99 1,217 27.17 0.3325
2021-11-09 2021-09-30 13F Nextera Energy Stock 65339F101 12,183 -10,359 -45.95 957 -42.07 0.3001
2021-08-13 2021-06-30 13F NEXTERA ENERGY INC COM Stock 65339F101 22,542 9,870 77.89 1,652 72.44 0.1876
2021-05-18 2021-03-31 13F Nextera Energy Stock 65339F101 12,672 -204 -1.58 958 -3.52 0.3271
2021-02-16 2020-12-31 13F Nextera Energy Stock 65339F101 12,876 8,661 205.48 993 -15.13 0.3826
2020-11-16 2020-09-30 13F Nextera Energy Equity 65339F101 4,215 65 1.57 1,170 17.35 0.5193
2020-08-11 2020-06-30 13F Nextera Energy Stock 65339F101 4,150 189 4.77 997 4.62 0.5509
2020-05-14 2020-03-31 13F Nextera Energy Stock 65339F101 3,961 -16 -0.40 953 -1.04 0.6345
2020-02-04 2019-12-31 13F Nextera Energy Stock 65339F101 3,977 -51 -1.27 963 2.67 0.4263
2019-11-01 2019-09-30 13F Nextera Energy Stock 65339F101 4,028 984 32.33 938 48.18 0.5156
2019-08-14 2019-06-30 13F Nextera Energy Stock 65339F101 3,044 11 0.36 633 8.02 0.4734
2019-05-16 2019-03-31 13F Nextera Energy Stock 65339F101 3,033 -183 -5.69 586 4.83 0.3095
2019-05-16 2018-12-31 13F Nextera Energy Stock 65339F101 3,216 3,216 559 0.3108
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.