NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionLiberty Wealth Management Llc
Latest Disclosed Ownership3,067 shares
Latest Disclosed Value $ 284,917
Liberty Wealth Management Llc reports 7.17% decrease in ownership of NEE / NextEra Energy, Inc.

On May 12, 2026 - Liberty Wealth Management Llc filed a 13F-HR form disclosing ownership of 3,067 shares of NextEra Energy, Inc. (MX:NEE) valued at $284,917 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 3,304 shares of NextEra Energy, Inc.. This represents a change in shares of -7.17% 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)
2026-05-12 2026-03-31 13F NEXTERA ENERGY COM 65339F101 3,067 -237 -7.17 285 7.17 0.0356
2026-02-04 2025-12-31 13F NEXTERA ENERGY COM 65339F101 3,304 -4 -0.12 265 6.43 0.0342
2025-10-31 2025-09-30 13F NEXTERA ENERGY COM 65339F101 3,308 -268 -7.49 250 0.40 0.0352
2025-08-01 2025-06-30 13F NEXTERA ENERGY COM 65339F101 3,576 24 0.68 248 -1.20 0.0389
2025-05-12 2025-03-31 13F/A-1 NEXTERA ENERGY COM 65339F101 3,552 -749 -17.41 252 -18.51 0.0482
2025-05-09 2025-03-31 13F NEXTERA ENERGY COM 65339F101 3,552 -749 252 0.0461
2025-02-10 2024-12-31 13F NEXTERA ENERGY COM 65339F101 4,301 -292 -6.36 308 -20.62 0.0514
2024-11-04 2024-09-30 13F NEXTERA ENERGY COM 65339F101 4,593 -5,523 -54.60 388 0.0659
2024-08-07 2024-06-30 13F NEXTERA ENERGY COM 65339F101 10,116 6,213 159.19 0 0.0570
2024-05-03 2024-03-31 13F NEXTERA ENERGY COM 65339F101 3,903 23 0.59 0 0.0486
2024-02-09 2023-12-31 13F NEXTERA ENERGY COM 65339F101 3,880 6 0.15 0 0.0506
2023-11-13 2023-09-30 13F NEXTERA ENERGY COM 65339F101 3,874 -12 -0.31 0 -100.00 0.0553
2023-08-10 2023-06-30 13F NEXTERA ENERGY COM 65339F101 3,886 37 0.96 288 -2.70 0.0712
2023-05-03 2023-03-31 13F NEXTERA ENERGY COM 65339F101 3,849 679 21.42 297 19.35 0.0612
2022-11-15 2022-09-30 13F NEXTERA ENERGY COM 65339F101 3,170 132 4.34 248 5.53 0.0661
2022-08-15 2022-06-30 13F NEXTERA ENERGY COM 65339F101 3,038 -247 -7.52 235 -15.47 0.0953
2022-05-09 2022-03-31 13F NEXTERA ENERGY COM 65339F101 3,285 -98 -2.90 278 -11.75 0.1003
2022-02-15 2021-12-31 13F NEXTERA ENERGY COM 65339F101 3,383 -331 -8.91 315 6.78 0.0137
2021-11-15 2021-09-30 13F NEXTERA ENERGY COM 65339F101 3,714 453 13.89 295 23.43 0.1052
2021-08-13 2021-06-30 13F/A-1 NEXTERA ENERGY COM 65339F101 3,261 24 0.74 239 -9.47 0.0929
2021-08-13 2021-06-30 13F NEXTERA ENERGY COM 65339F101 239,002 235,765 3,261 0.0995
2021-05-17 2021-03-31 13F NEXTERA ENERGY INC COM COM 65339F101 3,237 0 0.00 264 0.00 0.1289
2021-02-09 2020-12-31 13F NEXTERA ENERGY INC COM COM 65339F101 3,237 2,325 254.93 264 4.35 0.1292
2020-11-05 2020-09-30 13F NEXTERA ENERGY INC COM USD0 01 COM 65339F101 912 611 202.99 253 251.39 0.1491
2020-08-04 2020-06-30 13F NEXTERA ENERGY INC COM COM 65339F101 301 1 0.33 72 0.00 0.0507
2020-04-27 2020-03-31 13F NEXTERA ENERGY INC COM COM 65339F101 300 -19 -5.96 72 -6.49 0.0629
2020-02-05 2019-12-31 13F NEXTERA ENERGY INC COM COM 65339F101 319 31 10.76 77 14.93 0.0607
2019-10-30 2019-09-30 13F NEXTERA ENERGY INC COM COM 65339F101 288 -599 -67.53 67 -63.19 0.0634
2019-07-30 2019-06-30 13F NEXTERA ENERGY INC COM COM 65339F101 887 600 209.06 182 230.91 0.1596
2019-04-18 2019-03-31 13F NEXTERA ENERGY INC COM COM 65339F101 287 2 0.70 55 12.24 0.0414
2019-03-26 2018-12-31 13F NEXTERA ENERGY INC COM COM 65339F101 285 285 49 0.0365
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.