NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionLowe Brockenbrough & Co Inc
Latest Disclosed Ownership15,579 shares
Latest Disclosed Value $ 1,447,010
Lowe Brockenbrough & Co Inc reports 0.02% decrease in ownership of NEE / NextEra Energy, Inc.

On May 7, 2026 - Lowe Brockenbrough & Co Inc filed a 13F-HR form disclosing ownership of 15,579 shares of NextEra Energy, Inc. (MX:NEE) valued at $1,447,010 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 15,582 shares of NextEra Energy, Inc.. This represents a change in shares of -0.02% 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)
2026-05-07 2026-03-31 13F NEXTERA ENERGY COM 65339F101 15,579 -3 -0.02 1,447 15.76 0.0722
2026-02-11 2025-12-31 13F NEXTERA ENERGY COM 65339F101 15,582 -45 -0.29 1,251 6.02 0.0616
2025-11-05 2025-09-30 13F NEXTERA ENERGY COM 65339F101 15,627 -201 -1.27 1,180 7.38 0.0607
2025-08-11 2025-06-30 13F NEXTERA ENERGY COM 65339F101 15,828 0 0.00 1,099 -2.14 0.0618
2025-05-13 2025-03-31 13F NEXTERA ENERGY COM 65339F101 15,828 -605 -3.68 1,122 -4.75 0.0738
2025-02-11 2024-12-31 13F NEXTERA ENERGY COM 65339F101 16,433 0 0.00 1,178 -15.19 0.0755
2024-10-28 2024-09-30 13F NEXTERA ENERGY COM 65339F101 16,433 819 5.25 1,389 25.70 0.0887
2024-08-12 2024-06-30 13F NEXTERA ENERGY COM 65339F101 15,614 -140 -0.89 1,106 9.84 0.0736
2024-05-15 2024-03-31 13F NEXTERA ENERGY COM 65339F101 15,754 -498 -3.06 1,007 1.93 0.0680
2024-02-14 2023-12-31 13F NEXTERA ENERGY COM 65339F101 16,252 118 0.73 987 6.82 0.0764
2023-11-14 2023-09-30 13F NEXTERA ENERGY COM 65339F101 16,134 0 0.00 924 -22.81 0.0718
2023-08-10 2023-06-30 13F NEXTERA ENERGY COM 65339F101 16,134 -72 -0.44 1,197 -4.16 0.0903
2023-05-12 2023-03-31 13F NEXTERA ENERGY COM 65339F101 16,206 72 0.45 1,249 -7.34 0.1012
2023-02-14 2022-12-31 13F NEXTERA ENERGY COM 65339F101 16,134 200 1.26 1,349 7.93 0.1174
2022-11-01 2022-09-30 13F NEXTERA ENERGY COM 65339F101 15,934 -195 -1.21 1,249 0.00 0.1203
2022-07-27 2022-06-30 13F NEXTERA ENERGY COM 65339F101 16,129 0 0.00 1,249 -8.57 0.1092
2022-05-04 2022-03-31 13F NEXTERA ENERGY COM 65339F101 16,129 0 0.00 1,366 -9.30 0.1008
2022-02-14 2021-12-31 13F NEXTERA ENERGY COM 65339F101 16,129 0 0.00 1,506 18.96 0.1099
2021-11-15 2021-09-30 13F NEXTERA ENERGY COM 65339F101 16,129 0 0.00 1,266 7.11 0.0986
2021-08-13 2021-06-30 13F NEXTERA ENERGY COM 65339F101 16,129 0 0.00 1,182 -3.11 0.1064
2021-05-14 2021-03-31 13F NEXTERA ENERGY COM 65339F101 16,129 -19 -0.12 1,220 -2.09 0.1185
2021-02-04 2020-12-31 13F NEXTERA ENERGY COM 65339F101 16,148 12,116 300.50 1,246 11.35 0.1349
2020-10-26 2020-09-30 13F NEXTERA ENERGY COM 65339F101 4,032 225 5.91 1,119 22.43 0.1391
2020-08-13 2020-06-30 13F NEXTERA ENERGY COM 65339F101 3,807 -20 -0.52 914 -0.76 0.1228
2020-05-21 2020-03-31 13F NEXTERA ENERGY COM 65339F101 3,827 -21 -0.55 921 -1.18 0.1517
2020-01-31 2019-12-31 13F NEXTERA ENERGY COM 65339F101 3,848 87 2.31 932 6.39 0.1156
2019-11-21 2019-09-30 13F NEXTERA ENERGY COM 65339F101 3,761 0 0.00 876 13.62 0.1176
2019-08-12 2019-06-30 13F NEXTERA ENERGY COM 65339F101 3,761 0 0.00 771 6.05 0.1051
2019-05-21 2019-03-31 13F/A-1 NEXTERA ENERGY COM 65339F101 3,761 3,761 727 0.1017
2019-05-21 2019-03-31 13F NEXTERA ENERGY COM 65339F101 3,761 727 0.1017
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.