NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionMCF Advisors LLC
Latest Disclosed Ownership37,225 shares
Latest Disclosed Value $ 3,457,432
MCF Advisors LLC reports 17.41% increase in ownership of NEE / NextEra Energy, Inc.

On May 11, 2026 - MCF Advisors LLC filed a 13F-HR form disclosing ownership of 37,225 shares of NextEra Energy, Inc. (MX:NEE) valued at $3,457,432 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 31,705 shares of NextEra Energy, Inc.. This represents a change in shares of 17.41% 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)
2026-05-11 2026-03-31 13F NEXTERA ENERGY COM 65339F101 37,225 5,520 17.41 3,457 35.83 0.1514
2026-02-11 2025-12-31 13F NEXTERA ENERGY COM 65339F101 31,705 5,704 21.94 2,545 29.71 0.1407
2025-11-05 2025-09-30 13F NEXTERA ENERGY COM 65339F101 26,001 8,419 47.88 1,963 60.82 0.1203
2025-07-15 2025-06-30 13F NEXTERA ENERGY COM 65339F101 17,582 -2,115 -10.74 1,221 -12.61 0.0807
2025-05-06 2025-03-31 13F NEXTERA ENERGY COM 65339F101 19,697 -1,514 -7.14 1,396 -8.16 0.1004
2025-01-17 2024-12-31 13F NEXTERA ENERGY COM 65339F101 21,211 5,260 32.98 1,521 12.76 0.1067
2024-10-24 2024-09-30 13F NEXTERA ENERGY COM 65339F101 15,951 -1,543 -8.82 1,348 8.89 0.0946
2024-08-05 2024-06-30 13F NEXTERA ENERGY COM 65339F101 17,494 -676 -3.72 1,239 6.63 0.0938
2024-04-16 2024-03-31 13F NEXTERA ENERGY COM 65339F101 18,170 -3,124 -14.67 1,161 -10.21 0.0899
2024-02-01 2023-12-31 13F NEXTERA ENERGY COM 65339F101 21,294 3,623 20.50 1,293 27.77 0.1057
2023-10-19 2023-09-30 13F NEXTERA ENERGY COM 65339F101 17,671 534 3.12 1,012 -20.38 0.0913
2023-07-24 2023-06-30 13F NEXTERA ENERGY COM 65339F101 17,137 1,178 7.38 1,272 3.33 0.1148
2023-04-18 2023-03-31 13F NEXTERA ENERGY COM 65339F101 15,959 1,504 10.40 1,230 1.82 0.1148
2023-01-31 2022-12-31 13F NEXTERA ENERGY COM 65339F101 14,455 851 6.26 1,208 13.21 0.1234
2022-11-09 2022-09-30 13F NEXTERA ENERGY COM 65339F101 13,604 2,322 20.58 1,067 22.08 0.1187
2022-08-11 2022-06-30 13F NEXTERA ENERGY COM 65339F101 11,282 2,387 26.84 874 16.07 0.0922
2022-05-05 2022-03-31 13F NEXTERA ENERGY COM 65339F101 8,895 8,895 753 0.0707
2022-02-14 2021-12-31 13F NEXTERA ENERGY COM 65339F101 0 -6,664 -100.00 0 -100.00
2021-11-12 2021-09-30 13F NEXTERA ENERGY COM 65339F101 6,664 1,732 35.12 523 44.88 0.0529
2021-08-10 2021-06-30 13F NEXTERA ENERGY COM 65339F101 4,932 1,096 28.57 361 24.48 0.0373
2021-05-13 2021-03-31 13F NEXTERA ENERGY COM 65339F101 3,836 2,028 112.17 290 108.63 0.0327
2021-02-09 2020-12-31 13F NEXTERA ENERGY COM 65339F101 1,808 1,356 300.00 139 11.20 0.0166
2020-11-12 2020-09-30 13F NEXTERA ENERGY COM 65339F101 452 42 10.24 125 27.55 0.0165
2020-08-11 2020-06-30 13F NEXTERA ENERGY COM 65339F101 410 -817 -66.59 98 -66.78 0.0137
2020-04-24 2020-03-31 13F NEXTERA ENERGY COM 65339F101 1,227 0 0.00 295 -0.67 0.0493
2020-02-07 2019-12-31 13F NEXTERA ENERGY COM 65339F101 1,227 0 0.00 297 3.85 0.0452
2019-10-22 2019-09-30 13F NEXTERA ENERGY COM 65339F101 1,227 107 9.55 286 24.89 0.0465
2019-08-06 2019-06-30 13F NEXTERA ENERGY COM 65339F101 1,120 0 0.00 229 6.02 0.0379
2019-05-07 2019-03-31 13F NEXTERA ENERGY COM 65339F101 1,120 -152 -11.95 216 -2.26 0.0374
2019-01-25 2018-12-31 13F NEXTERA ENERGY COM 65339F101 1,272 -188 -12.88 221 -9.80 0.0422
2018-10-24 2018-09-30 13F NEXTERA ENERGY COM 65339F101 1,460 189 14.87 245 15.57 0.0428
2018-07-20 2018-06-30 13F NEXTERA ENERGY COM 65339F101 1,271 -9 -0.70 212 1.44 0.0408
2018-05-10 2018-03-31 13F NEXTERA ENERGY COM 65339F101 1,280 7 0.55 209 5.03 0.0411
2018-02-06 2017-12-31 13F NEXTERA ENERGY COM 65339F101 1,273 6 0.47 199 6.99 0.0369
2017-10-30 2017-09-30 13F NEXTERA ENERGY COM 65339F101 1,267 6 0.48 186 5.08 0.0365
2017-07-25 2017-06-30 13F NEXTERA ENERGY COM 65339F101 1,261 -1,221 -49.19 177 -44.51 0.0352
2017-05-02 2017-03-31 13F NEXTERA ENERGY COM 65339F101 2,482 741 42.56 319 53.37 0.0669
2017-01-20 2016-12-31 13F NEXTERA ENERGY COM 65339F101 1,741 11 0.64 208 -1.89 0.0455
2016-11-10 2016-09-30 13F NEXTERA ENERGY COM 65339F101 1,730 11 0.64 212 -5.36 0.0502
2016-08-11 2016-06-30 13F NEXTERA ENERGY COM 65339F101 1,719 -98 -5.39 224 4.19 0.0549
2016-05-04 2016-03-31 13F NEXTERA ENERGY COM 65339F101 1,817 12 0.66 215 14.36 0.0561
2016-02-08 2015-12-31 13F NEXTERA ENERGY COM 65339F101 1,805 35 1.98 188 8.67 0.0505
2015-11-09 2015-09-30 13F NEXTERA ENERGY COM 65339F101 1,770 13 0.74 173 0.58 0.0443
2015-07-24 2015-06-30 13F NEXTERA ENERGY COM 65339F101 1,757 93 5.59 172 -0.58 0.0433
2015-04-29 2015-03-31 13F NEXTERA ENERGY COM 65339F101 1,664 1,664 0.00 173 0.0432
2015-02-04 2014-12-31 13F NEXTERA ENERGY COM 65339F101 0 -1,641 -100.00 0 -100.00
2014-10-24 2014-09-30 13F NEXTERA ENERGY COM 65339F101 1,641 12 0.74 157 0.64 0.0463
2014-07-29 2014-06-30 13F NEXTERA ENERGY COM 65339F101 1,629 11 0.68 156 0.65 0.0492
2014-05-13 2014-03-31 13F NEXTERA ENERGY COM 65339F101 1,618 394 32.19 155 32.48 0.0521
2014-10-28 2013-12-31 13F NEXTERA ENERGY COM 65339F101 1,224 -24 -1.92 117 -1.68 0.0414
2014-10-27 2013-09-30 13F NEXTERA ENERGY COM 65339F101 1,248 234 23.08 119 22.68 0.0656
2014-10-27 2013-06-30 13F NEXTERA ENERGY COM 65339F101 1,014 -187 -15.57 97 -15.65 0.0584
2014-10-27 2013-03-31 13F NEXTERA ENERGY COM 65339F101 1,201 9 0.76 115 0.88 0.0662
2014-11-03 2012-12-31 13F NEXTERA ENERGY COM 65339F101 1,192 211 21.51 114 21.28 0.0692
2014-11-03 2012-09-30 13F NEXTERA ENERGY COM 65339F101 981 373 61.35 94 62.07 0.0612
2014-10-31 2012-06-30 13F NEXTERA ENERGY COM 65339F101 608 100 19.69 58 18.37 0.0351
2014-10-31 2012-03-31 13F NEXTERA ENERGY COM 65339F101 508 3 0.59 49 2.08 0.0301
2014-11-03 2011-12-31 13F NEXTERA ENERGY COM 65339F101 505 505 48 0.0326
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.