NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionIntegrated Advisors Network LLC
Latest Disclosed Ownership58,680 shares
Latest Disclosed Value $ 5,450,203
Integrated Advisors Network LLC reports 72.68% increase in ownership of NEE / NextEra Energy, Inc.

On April 28, 2026 - Integrated Advisors Network LLC filed a 13F-HR form disclosing ownership of 58,680 shares of NextEra Energy, Inc. (MX:NEE) valued at $5,450,203 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 33,981 shares of NextEra Energy, Inc.. This represents a change in shares of 72.68% 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)
2026-04-28 2026-03-31 13F NEXTERA ENERGY COM 65339F101 58,680 24,699 72.68 5,450 99.78 0.2860
2026-02-17 2025-12-31 13F NEXTERA ENERGY COM 65339F101 33,981 1,084 3.30 2,728 9.87 0.1207
2025-11-12 2025-09-30 13F NEXTERA ENERGY COM 65339F101 32,897 191 0.58 2,483 9.38 0.1043
2025-08-12 2025-06-30 13F NEXTERA ENERGY COM 65339F101 32,706 44 0.13 2,270 -1.94 0.1025
2025-04-15 2025-03-31 13F NEXTERA ENERGY COM 65339F101 32,662 -42,427 -56.50 2,315 -56.99 0.1168
2025-02-25 2024-12-31 13F NEXTERA ENERGY COM 65339F101 75,089 -1,999 -2.59 5,383 -17.39 0.2572
2024-10-25 2024-09-30 13F NEXTERA ENERGY COM 65339F101 77,088 -9,706 -11.18 6,516 6.04 0.3081
2024-08-09 2024-06-30 13F NEXTERA ENERGY COM 65339F101 86,794 54,396 167.90 6,146 196.86 0.3147
2024-05-06 2024-03-31 13F NEXTERA ENERGY COM 65339F101 32,398 2,183 7.22 2,071 12.81 0.1051
2024-02-26 2023-12-31 13F NEXTERA ENERGY COM 65339F101 30,215 -2,788 -8.45 1,835 -2.91 0.1037
2023-11-16 2023-09-30 13F NEXTERA ENERGY COM 65339F101 33,003 -117 -0.35 1,891 -23.08 0.1156
2023-07-14 2023-06-30 13F NEXTERA ENERGY COM 65339F101 33,120 -8,756 -20.91 2,458 -23.86 0.1415
2023-05-08 2023-03-31 13F NEXTERA ENERGY COM 65339F101 41,876 -2,101 -4.78 3,228 -12.21 0.1939
2023-02-02 2022-12-31 13F/A-1 NEXTERA ENERGY COM 65339F101 43,977 -1,586 -3.48 3,677 2.88 0.2369
2022-11-08 2022-09-30 13F NEXTERA ENERGY COM 65339F101 45,563 11,227 32.70 3,573 34.32 0.2428
2022-08-12 2022-06-30 13F NEXTERA ENERGY COM 65339F101 34,336 15,795 85.19 2,660 69.32 0.1731
2022-05-02 2022-03-31 13F NEXTERA ENERGY COM 65339F101 18,541 1,239 7.16 1,571 -2.72 0.0921
2022-02-14 2021-12-31 13F NEXTERA ENERGY COM 65339F101 17,302 104 0.60 1,615 19.63 0.0953
2021-11-15 2021-09-30 13F NEXTERA ENERGY COM 65339F101 17,198 7,308 73.89 1,350 86.21 0.0895
2021-08-06 2021-06-30 13F NEXTERA ENERGY COM 65339F101 9,890 1,449 17.17 725 13.64 0.0534
2021-05-17 2021-03-31 13F NEXTERA ENERGY COM 65339F101 8,441 1,402 19.92 638 17.50 0.0583
2021-02-12 2020-12-31 13F NEXTERA ENERGY COM 65339F101 7,039 5,372 322.26 543 17.28 0.0595
2020-11-09 2020-09-30 13F NEXTERA ENERGY COM 65339F101 1,667 -716 -30.05 463 -19.06 0.0585
2020-08-13 2020-06-30 13F NEXTERA ENERGY COM 65339F101 2,383 258 12.14 572 11.94 0.0670
2020-05-06 2020-03-31 13F NEXTERA ENERGY COM 65339F101 2,125 -40 -1.85 511 -2.48 0.1000
2020-02-06 2019-12-31 13F NEXTERA ENERGY COM 65339F101 2,165 2,165 524 0.0707
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.