NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionLantern Wealth Advisors, LLC
Latest Disclosed Ownership24,782 shares
Latest Disclosed Value $ 2,301,763
Lantern Wealth Advisors, LLC reports 1.71% increase in ownership of NEE / NextEra Energy, Inc.

On May 13, 2026 - Lantern Wealth Advisors, LLC filed a 13F-HR form disclosing ownership of 24,782 shares of NextEra Energy, Inc. (MX:NEE) valued at $2,301,763 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 24,366 shares of NextEra Energy, Inc.. This represents a change in shares of 1.71% 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)
2026-05-13 2026-03-31 13F NEXTERA ENERGY COM 65339F101 24,782 416 1.71 2,302 17.64 1.1805
2026-02-17 2025-12-31 13F NEXTERA ENERGY COM 65339F101 24,366 166 0.69 1,956 7.12 1.0396
2025-11-26 2025-09-30 13F NEXTERA ENERGY COM 65339F101 24,200 600 2.54 1,827 11.48 0.9672
2025-08-15 2025-06-30 13F NEXTERA ENERGY COM 65339F101 23,600 1,661 7.57 1,638 4.20 0.9754
2025-02-18 2024-12-31 13F NEXTERA ENERGY COM 65339F101 21,939 1,189 5.73 1,573 -10.33 1.0208
2024-11-14 2024-09-30 13F NEXTERA ENERGY COM 65339F101 20,750 -201 -0.96 1,754 18.21 1.2153
2024-08-14 2024-06-30 13F NEXTERA ENERGY COM 65339F101 20,951 4,001 23.60 1,484 36.93 1.0757
2024-05-15 2024-03-31 13F NEXTERA ENERGY COM 65339F101 16,950 3,100 22.38 1,083 28.78 0.7612
2024-02-14 2023-12-31 13F/A-01 NEXTERA ENERGY COM 65339F101 13,850 13,850 841 0.6596
2024-02-14 2023-12-31 13F NEXTERA ENERGY COM 65339F101 13,850 13,850 841 0.6596
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.