NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionKrilogy Financial LLC
Latest Disclosed Ownership23,577 shares
Latest Disclosed Value $ 2,165,091
Krilogy Financial LLC reports 40.85% increase in ownership of NEE / NextEra Energy, Inc.

On April 17, 2026 - Krilogy Financial LLC filed a 13F-HR form disclosing ownership of 23,577 shares of NextEra Energy, Inc. (MX:NEE) valued at $2,165,091 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 16,739 shares of NextEra Energy, Inc.. This represents a change in shares of 40.85% 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)
2026-04-17 2026-03-31 13F NEXTERA ENERGY COM 65339F101 23,577 6,838 40.85 2,165 51.40 0.0697
2026-01-27 2025-12-31 13F NEXTERA ENERGY COM 65339F101 16,739 2,458 17.21 1,431 21.91 0.0487
2025-11-06 2025-09-30 13F NEXTERA ENERGY COM 65339F101 14,281 1,488 11.63 1,173 32.09 0.0440
2025-07-09 2025-06-30 13F NEXTERA ENERGY COM 65339F101 12,793 1,891 17.35 888 15.03 0.0509
2025-04-16 2025-03-31 13F NEXTERA ENERGY COM 65339F101 10,902 389 3.70 773 2.52 0.0501
2025-01-15 2024-12-31 13F NEXTERA ENERGY COM 65339F101 10,513 -7,202 -40.65 754 -49.70 0.0503
2024-10-15 2024-09-30 13F NEXTERA ENERGY COM 65339F101 17,715 864 5.13 1,497 25.48 0.1031
2024-07-22 2024-06-30 13F NEXTERA ENERGY COM 65339F101 16,851 -5,766 -25.49 1,193 -17.44 0.0880
2024-04-24 2024-03-31 13F NEXTERA ENERGY COM 65339F101 22,617 -881 -3.75 1,445 1.26 0.1109
2024-01-26 2023-12-31 13F NEXTERA ENERGY COM 65339F101 23,498 -7,056 -23.09 1,427 -18.46 0.1216
2023-11-01 2023-09-30 13F NEXTERA ENERGY COM 65339F101 30,554 7,865 34.66 1,750 3.98 0.1602
2023-07-19 2023-06-30 13F NEXTERA ENERGY COM 65339F101 22,689 -784 -3.34 1,683 -6.97 0.1514
2023-05-03 2023-03-31 13F NEXTERA ENERGY COM 65339F101 23,473 3,213 15.86 1,809 6.85 0.1520
2023-02-13 2022-12-31 13F NEXTERA ENERGY COM 65339F101 20,260 -3,041 -13.05 1,694 -7.33 0.1613
2022-10-06 2022-09-30 13F NEXTERA ENERGY COM 65339F101 23,301 708 3.13 1,827 4.40 0.2181
2022-07-14 2022-06-30 13F NEXTERA ENERGY COM 65339F101 22,593 22,593 1,750 0.2032
2022-04-28 2022-03-31 13F NEXTERA ENERGY COM 65339F101 0 -2,229 -100.00 0 -100.00
2022-01-27 2021-12-31 13F NEXTERA ENERGY COM 65339F101 2,229 -922 -29.26 208 -15.79 0.0210
2021-10-25 2021-09-30 13F NEXTERA ENERGY COM 65339F101 3,151 -906 -22.33 247 -16.84 0.0246
2021-07-20 2021-06-30 13F NEXTERA ENERGY COM 65339F101 4,057 -1,885 -31.72 297 -33.85 0.0296
2021-04-21 2021-03-31 13F NEXTERA ENERGY COM 65339F101 5,942 -6,384 -51.79 449 -52.79 0.0474
2021-02-11 2020-12-31 13F NEXTERA ENERGY COM 65339F101 12,326 9,372 317.26 951 15.98 0.1141
2020-11-13 2020-09-30 13F NEXTERA ENERGY COM 65339F101 2,954 -144 -4.65 820 10.22 0.1137
2020-08-06 2020-06-30 13F NEXTERA ENERGY COM 65339F101 3,098 3,098 744 0.1139
2019-02-14 2018-12-31 13F NEXTERA ENERGY COM 65339F101 0 -414 -100.00 0 -100.00
2018-11-13 2018-09-30 13F NEXTERA ENERGY COM 65339F101 414 414 69 0.0156
2018-08-15 2018-06-30 13F NEXTERA ENERGY COM 65339F101 0 -351 -100.00 0 -100.00
2018-05-15 2018-03-31 13F NEXTERA ENERGY COM 65339F101 351 -32 -8.36 57 -5.00 0.0136
2018-02-14 2017-12-31 13F NEXTERA ENERGY COM 65339F101 383 -360 -48.45 60 -44.95 0.0145
2017-11-15 2017-09-30 13F NEXTERA ENERGY COM 65339F101 743 -22 -2.88 109 1.87 0.0278
2017-08-15 2017-06-30 13F NEXTERA ENERGY COM 65339F101 765 -37 -4.61 107 11.46 0.0299
2017-05-16 2017-03-31 13F NEXTERA ENERGY COM 65339F101 802 0 0.00 96 0.00 0.0298
2017-02-15 2016-12-31 13F NEXTERA ENERGY COM 65339F101 802 47 6.23 96 4.35 0.0298
2016-11-15 2016-09-30 13F NEXTERA ENERGY COM 65339F101 755 38 5.30 92 -2.13 0.0292
2016-08-16 2016-06-30 13F NEXTERA ENERGY COM 65339F101 717 325 82.91 94 104.35 0.0327
2016-05-13 2016-03-31 13F NEXTERA ENERGY COM 65339F101 392 392 0.00 46 0.0189
2016-02-29 2015-12-31 13F NEXTERA ENERGY COM 65339F101 0 0 0 0.0000
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.