NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionLantz Financial LLC
Latest Disclosed Ownership15,049 shares
Latest Disclosed Value $ 1,397,710
Lantz Financial LLC reports 5.96% increase in ownership of NEE / NextEra Energy, Inc.

On April 9, 2026 - Lantz Financial LLC filed a 13F-HR form disclosing ownership of 15,049 shares of NextEra Energy, Inc. (MX:NEE) valued at $1,397,710 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 14,203 shares of NextEra Energy, Inc.. This represents a change in shares of 5.96% 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)
2026-04-09 2026-03-31 13F NEXTERA ENERGY COM 65339F101 15,049 846 5.96 1,398 22.54 0.2890
2026-01-14 2025-12-31 13F NEXTERA ENERGY COM 65339F101 14,203 230 1.65 1,140 8.16 0.2406
2025-11-06 2025-09-30 13F NEXTERA ENERGY COM 65339F101 13,973 295 2.16 1,055 11.06 0.2334
2025-07-11 2025-06-30 13F NEXTERA ENERGY COM 65339F101 13,678 -4 -0.03 950 -2.06 0.2367
2025-04-08 2025-03-31 13F NEXTERA ENERGY COM 65339F101 13,682 126 0.93 970 -0.21 0.2655
2025-01-21 2024-12-31 13F NEXTERA ENERGY COM 65339F101 13,556 -41 -0.30 972 -15.49 0.2590
2024-10-15 2024-09-30 13F NEXTERA ENERGY COM 65339F101 13,597 550 4.22 1,149 24.49 0.3112
2024-08-07 2024-06-30 13F/A-1 NEXTERA ENERGY COM 65339F101 13,047 1,795 15.95 924 28.37 0.2870
2024-07-10 2024-06-30 13F NEXTERA ENERGY COM 65339F101 13,047 1,795 924 0.2870
2024-04-10 2024-03-31 13F NEXTERA ENERGY COM 65339F101 11,252 1,137 11.24 719 17.10 0.2314
2024-01-12 2023-12-31 13F NEXTERA ENERGY COM 65339F101 10,115 1,063 11.74 614 18.53 0.2219
2023-10-20 2023-09-30 13F NEXTERA ENERGY COM 65339F101 9,052 425 4.93 519 -19.06 0.2063
2023-07-12 2023-06-30 13F NEXTERA ENERGY COM 65339F101 8,627 569 7.06 640 3.06 0.2506
2023-04-10 2023-03-31 13F NEXTERA ENERGY COM 65339F101 8,058 0 0.00 621 -7.73 0.2583
2023-01-23 2022-12-31 13F NEXTERA ENERGY COM 65339F101 8,058 1,135 16.39 674 23.94 0.3064
2022-10-17 2022-09-30 13F NEXTERA ENERGY COM 65339F101 6,923 -95 -1.35 543 -0.18 0.2825
2022-07-29 2022-06-30 13F NEXTERA ENERGY COM 65339F101 7,018 0 0.00 544 -16.95 0.2455
2022-01-19 2021-12-31 13F NEXTERA ENERGY COM 65339F101 7,018 29 0.41 655 19.31 0.3016
2021-10-14 2021-09-30 13F NEXTERA ENERGY COM 65339F101 6,989 -85 -1.20 549 5.98 0.2815
2021-07-16 2021-06-30 13F NEXTERA ENERGY COM 65339F101 7,074 144 2.08 518 -1.15 0.2663
2021-04-19 2021-03-31 13F NEXTERA ENERGY COM 65339F101 6,930 20 0.29 524 -1.69 0.2981
2021-01-19 2020-12-31 13F NEXTERA ENERGY COM 65339F101 6,910 5,267 320.57 533 16.89 0.3325
2020-10-09 2020-09-30 13F NEXTERA ENERGY COM 65339F101 1,643 156 10.49 456 27.73 0.3066
2020-07-22 2020-06-30 13F NEXTERA ENERGY COM 65339F101 1,487 1 0.07 357 -0.28 0.2570
2020-04-10 2020-03-31 13F NEXTERA ENERGY COM 65339F101 1,486 -160 -9.72 358 -10.28 0.2805
2020-01-17 2019-12-31 13F NEXTERA ENERGY COM 65339F101 1,646 0 0.00 399 5.84 0.2362
2019-10-18 2019-09-30 13F NEXTERA ENERGY COM 65339F101 1,646 10 0.61 377 10.88 0.2544
2019-07-15 2019-06-30 13F NEXTERA ENERGY COM 65339F101 1,636 0 0.00 340 7.59 0.2302
2019-04-22 2019-03-31 13F NEXTERA ENERGY COM 65339F101 1,636 1,636 316 0.2292
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.