NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionSignet Financial Management, Llc
Latest Disclosed Ownership8,806 shares
Latest Disclosed Value $ 817,904
Signet Financial Management, Llc reports 8.81% decrease in ownership of NEE / NextEra Energy, Inc.

On May 5, 2026 - Signet Financial Management, Llc filed a 13F-HR form disclosing ownership of 8,806 shares of NextEra Energy, Inc. (MX:NEE) valued at $817,904 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 8, 2026 disclosing 9,657 shares of NextEra Energy, Inc.. This represents a change in shares of -8.81% 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)
2026-05-05 2026-03-31 13F NEXTERA ENERGY COM 65339F101 8,806 -851 -8.81 818 5.42 0.0917
2026-01-08 2025-12-31 13F NEXTERA ENERGY COM 65339F101 9,657 226 2.40 775 9.00 0.0866
2025-11-07 2025-09-30 13F NEXTERA ENERGY COM 65339F101 9,431 -457 -4.62 712 3.64 0.0827
2025-07-15 2025-06-30 13F NEXTERA ENERGY COM 65339F101 9,888 -7,099 -41.79 686 -43.02 0.0862
2025-04-15 2025-03-31 13F NEXTERA ENERGY COM 65339F101 16,987 1,581 10.26 1,204 9.06 0.1625
2025-01-13 2024-12-31 13F NEXTERA ENERGY COM 65339F101 15,406 541 3.64 1,104 -12.10 0.1410
2024-10-23 2024-09-30 13F NEXTERA ENERGY COM 65339F101 14,865 -512 -3.33 1,257 15.44 0.1602
2024-08-02 2024-06-30 13F NEXTERA ENERGY COM 65339F101 15,377 -1,477 -8.76 1,089 1.02 0.1469
2024-04-15 2024-03-31 13F NEXTERA ENERGY COM 65339F101 16,854 2,553 17.85 1,077 24.08 0.1480
2024-01-30 2023-12-31 13F NEXTERA ENERGY COM 65339F101 14,301 -1,544 -9.74 869 -4.30 0.1300
2023-10-25 2023-09-30 13F NEXTERA ENERGY COM 65339F101 15,845 709 4.68 908 -19.23 0.1499
2023-07-18 2023-06-30 13F NEXTERA ENERGY COM 65339F101 15,136 5,876 63.46 1,123 57.50 0.1776
2023-04-17 2023-03-31 13F NEXTERA ENERGY COM 65339F101 9,260 -1,599 -14.73 714 -21.39 0.1202
2023-02-14 2022-12-31 13F NEXTERA ENERGY COM 65339F101 10,859 177 1.66 908 8.23 0.1621
2022-11-14 2022-09-30 13F NEXTERA ENERGY COM 65339F101 10,682 -352 -3.19 838 -1.99 0.1640
2022-08-15 2022-06-30 13F NEXTERA ENERGY COM 65339F101 11,034 -463 -4.03 855 -12.22 0.1628
2022-05-13 2022-03-31 13F NEXTERA ENERGY COM 65339F101 11,497 -86 -0.74 974 -9.90 0.1629
2022-02-11 2021-12-31 13F NEXTERA ENERGY COM 65339F101 11,583 -59 -0.51 1,081 18.27 0.1637
2021-11-15 2021-09-30 13F NEXTERA ENERGY COM 65339F101 11,642 -237 -2.00 914 4.94 0.1578
2021-08-09 2021-06-30 13F NEXTERA ENERGY COM 65339F101 11,879 -1,428 -10.73 871 -13.42 0.2985
2021-05-05 2021-03-31 13F NEXTERA ENERGY COM 65339F101 13,307 2,731 25.82 1,006 23.28 0.1885
2021-02-10 2020-12-31 13F NEXTERA ENERGY COM 65339F101 10,576 742 7.55 816 13.18 0.1650
2020-11-05 2020-09-30 13F NEXTERA ENERGY COM 65339F101 9,834 7,355 296.69 721 2.56 0.1594
2020-08-18 2020-06-30 13F NEXTERA ENERGY COM 65339F101 2,479 0 0.00 703 24.42 0.1564
2020-05-20 2020-03-31 13F NEXTERA ENERGY COM 65339F101 2,479 -82 -3.20 565 -8.87 0.1331
2020-01-23 2019-12-31 13F NEXTERA ENERGY COM 65339F101 2,561 -100 -3.76 620 4.91 0.1157
2019-11-14 2019-09-30 13F NEXTERA ENERGY COM 65339F101 2,661 0 0.00 591 6.10 0.1157
2019-08-13 2019-06-30 13F NEXTERA ENERGY COM 65339F101 2,661 -50 -1.84 557 7.12 0.1104
2019-05-15 2019-03-31 13F NEXTERA ENERGY COM 65339F101 2,711 0 0.00 520 10.40 0.1018
2019-02-14 2018-12-31 13F NEXTERA ENERGY COM 65339F101 2,711 0 0.00 471 3.74 0.1026
2018-11-14 2018-09-30 13F NEXTERA ENERGY COM 65339F101 2,711 57 2.15 454 2.48 0.0794
2018-08-10 2018-06-30 13F NEXTERA ENERGY COM 65339F101 2,654 2,065 350.59 443 361.46 0.0781
2018-05-15 2018-03-31 13F NEXTERA ENERGY COM 65339F101 589 589 96 0.0173
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.