NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionMcIlrath & Eck, LLC
Latest Disclosed Ownership152 shares
Latest Disclosed Value $ 14,118
McIlrath & Eck, LLC ownership in NEE / NextEra Energy, Inc.

On May 19, 2026 - McIlrath & Eck, LLC filed a 13F-HR form disclosing ownership of 152 shares of NextEra Energy, Inc. (MX:NEE) valued at $14,118 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 152 shares of NextEra Energy, Inc.. This represents a change in shares of 0.00% 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)
2026-05-19 2026-03-31 13F NEXTERA ENERGY INC COM COMMON STOCK 65339F101 152 0 0.00 14 16.67 0.0010
2026-02-03 2025-12-31 13F NEXTERA ENERGY COM 65339F101 152 0 0.00 12 9.09 0.0011
2025-10-22 2025-09-30 13F NEXTERA ENERGY OM 65339F101 152 0 0.00 11 10.00 0.0012
2025-08-14 2025-06-30 13F NEXTERA ENERGY COM 65339F101 152 -51 -25.12 11 -28.57 0.0012
2025-05-16 2025-03-31 13F NEXTERA ENERGY COM 65339F101 203 1 0.50 14 0.00 0.0018
2025-02-18 2024-12-31 13F NEXTERA ENERGY COM 65339F101 202 0 0.00 15 -17.65 0.0018
2024-11-19 2024-09-30 13F NEXTERA ENERGY COM 65339F101 202 50 32.89 17 70.00 0.0022
2024-08-14 2024-06-30 13F NEXTERA ENERGY COM 65339F101 152 -152 -50.00 11 -47.37 0.0016
2024-05-10 2024-03-31 13F NEXTERA ENERGY COM 65339F101 304 0 0.00 19 5.56 0.0031
2024-02-06 2023-12-31 13F NEXTERA ENERGY COM 65339F101 304 -120 -28.30 18 -25.00 0.0032
2023-11-16 2023-09-30 13F NEXTERA ENERGY COM 65339F101 424 0 0.00 24 -22.58 0.0049
2023-08-07 2023-06-30 13F NEXTERA ENERGY COM 65339F101 424 0 0.00 31 -3.12 0.0066
2023-05-09 2023-03-31 13F NEXTERA ENERGY COM 65339F101 424 -248 -36.90 33 -42.86 0.0076
2023-02-15 2022-12-31 13F NEXTERA ENERGY COM 65339F101 672 0 0.00 56 5.66 0.0145
2022-10-18 2022-09-30 13F NEXTERA ENERGY COM 65339F101 672 0 0.00 53 1.92 0.0146
2022-07-29 2022-06-30 13F NEXTERA ENERGY COM 65339F101 672 -149 -18.15 52 -25.71 0.0162
2022-05-11 2022-03-31 13F NEXTERA ENERGY COM 65339F101 821 1 0.12 70 -9.09 0.0203
2022-02-08 2021-12-31 13F NEXTERA ENERGY COM 65339F101 820 -8 -0.97 77 18.46 0.0208
2021-11-12 2021-09-30 13F NEXTERA ENERGY COM 65339F101 828 1 0.12 65 6.56 0.0193
2021-08-09 2021-06-30 13F NEXTERA ENERGY COM 65339F101 827 9 1.10 61 -1.61 0.0185
2021-05-12 2021-03-31 13F NEXTERA ENERGY COM 65339F101 818 -72 -8.09 62 -10.14 0.0216
2021-02-05 2020-12-31 13F NEXTERA ENERGY COM 65339F101 890 546 158.72 69 -28.12 0.0255
2020-11-13 2020-09-30 13F NEXTERA ENERGY COM 65339F101 344 30 9.55 96 28.00 0.0411
2020-08-04 2020-06-30 13F NEXTERA ENERGY COM 65339F101 314 -12 -3.68 75 -3.85 0.0347
2020-05-14 2020-03-31 13F NEXTERA ENERGY COM 65339F101 326 23 7.59 78 6.85 0.0434
2020-02-11 2019-12-31 13F NEXTERA ENERGY COM 65339F101 303 -21 -6.48 73 -3.95 0.0350
2019-11-05 2019-09-30 13F NEXTERA ENERGY COM 65339F101 324 0 0.00 76 20.63 0.0401
2019-08-08 2019-06-30 13F NEXTERA ENERGY COM 65339F101 324 0 0.00 63 0.00 0.0349
2019-05-07 2019-03-31 13F NEXTERA ENERGY COM 65339F101 324 0 0.00 63 12.50 0.0349
2019-05-07 2018-12-31 13F NEXTERA ENERGY COM 65339F101 324 22 7.28 56 9.80 0.0359
2018-11-13 2018-09-30 13F NEXTERA ENERGY COM 65339F101 302 -51 -14.45 51 -13.56 0.0294
2018-08-06 2018-06-30 13F NEXTERA ENERGY COM 65339F101 353 68 23.86 59 25.53 0.0358
2018-05-21 2018-03-31 13F NEXTERA ENERGY COM 65339F101 285 35 14.00 47 20.51 0.0275
2018-03-16 2017-12-31 13F NEXTERA ENERGY INC COM Common 65339F101 250 250 39 0.0228
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.