NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionMeridian Wealth Management, LLC
Latest Disclosed Ownership14,700 shares
Latest Disclosed Value $ 1,365,332
Meridian Wealth Management, LLC reports 4.62% decrease in ownership of NEE / NextEra Energy, Inc.

On May 6, 2026 - Meridian Wealth Management, LLC filed a 13F-HR form disclosing ownership of 14,700 shares of NextEra Energy, Inc. (MX:NEE) valued at $1,365,332 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 15,412 shares of NextEra Energy, Inc.. This represents a change in shares of -4.62% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-06 2026-03-31 13F NEXTERA ENERGY COM 65339F101 14,700 -712 -4.62 1,365 10.35 0.0471
2026-02-04 2025-12-31 13F NEXTERA ENERGY COM 65339F101 15,412 -1,715 -10.01 1,237 -4.26 0.0435
2025-11-04 2025-09-30 13F NEXTERA ENERGY COM 65339F101 17,127 2,891 20.31 1,293 30.77 0.0496
2025-08-08 2025-06-30 13F NEXTERA ENERGY COM 65339F101 14,236 -5,649 -28.41 988 -29.88 0.0422
2025-05-12 2025-03-31 13F NEXTERA ENERGY COM 65339F101 19,885 2,809 16.45 1,410 15.11 0.0682
2025-02-06 2024-12-31 13F NEXTERA ENERGY COM 65339F101 17,076 -515 -2.93 1,224 -17.63 0.0579
2024-11-12 2024-09-30 13F NEXTERA ENERGY COM 65339F101 17,591 -1,608 -8.38 1,487 9.35 0.0731
2024-08-08 2024-06-30 13F NEXTERA ENERGY COM 65339F101 19,199 19,199 1,359 0.1625
2024-04-25 2024-03-31 13F NEXTERA ENERGY COM 65339F101 0 -22,065 -100.00 0 -100.00
2024-02-08 2023-12-31 13F NEXTERA ENERGY COM 65339F101 22,065 -3,765 -14.58 1,340 -9.40 0.0856
2023-10-17 2023-09-30 13F NEXTERA ENERGY COM 65339F101 25,830 -5,938 -18.69 1,480 -37.25 0.0907
2023-08-02 2023-06-30 13F NEXTERA ENERGY COM 65339F101 31,768 -4,660 -12.79 2,357 -16.03 0.1987
2023-05-15 2023-03-31 13F NEXTERA ENERGY COM 65339F101 36,428 795 2.23 2,808 -5.74 0.2449
2023-02-14 2022-12-31 13F NEXTERA ENERGY COM 65339F101 35,633 -87 -0.24 2,979 6.32 0.2917
2022-11-14 2022-09-30 13F NEXTERA ENERGY COM 65339F101 35,720 -8,219 -18.71 2,801 -17.71 0.3014
2022-08-05 2022-06-30 13F NEXTERA ENERGY COM 65339F101 43,939 11,765 36.57 3,404 24.92 0.2784
2022-05-12 2022-03-31 13F NEXTERA ENERGY COM 65339F101 32,174 -1,607 -4.76 2,725 -13.57 0.2978
2022-01-27 2021-12-31 13F NEXTERA ENERGY COM 65339F101 33,781 1,405 4.34 3,153 24.04 0.3367
2021-10-15 2021-09-30 13F NEXTERA ENERGY COM 65339F101 32,376 1,656 5.39 2,542 12.93 0.3136
2021-07-22 2021-06-30 13F NEXTERA ENERGY COM 65339F101 30,720 110 0.36 2,251 -2.72 0.2869
2021-05-07 2021-03-31 13F NEXTERA ENERGY COM 65339F101 30,610 6,258 25.70 2,314 23.22 0.3368
2021-01-19 2020-12-31 13F NEXTERA ENERGY COM 65339F101 24,352 18,496 315.85 1,878 15.57 0.2980
2020-10-09 2020-09-30 13F NEXTERA ENERGY COM 65339F101 5,856 -8 -0.14 1,625 15.41 0.3984
2020-07-15 2020-06-30 13F NEXTERA ENERGY COM 65339F101 5,864 -4,110 -41.21 1,408 -41.31 0.4713
2020-04-16 2020-03-31 13F NEXTERA ENERGY COM 65339F101 9,974 3,315 49.78 2,399 48.82 1.0628
2020-01-09 2019-12-31 13F NEXTERA ENERGY COM 65339F101 6,659 -1,982 -22.94 1,612 -19.92 0.7752
2019-11-08 2019-09-30 13F NEXTERA ENERGY COM 65339F101 8,641 13 0.15 2,013 -88.61 0.9476
2019-07-19 2019-06-30 13F NEXTERA ENERGY COM 65339F101 8,628 -94 -1.08 17,676 948.40 0.7154
2019-06-03 2019-03-31 13F/A-1 NEXTERA ENERGY COM 65339F101 8,722 717 8.96 1,686 21.21 0.7672
2019-05-15 2019-03-31 13F NEXTERA ENERGY COM 65339F101 8,722 717 16,862
2019-02-05 2018-12-31 13F NEXTERA ENERGY COM 65339F101 8,005 4,462 125.94 1,391 134.18 0.8192
2018-10-19 2018-09-30 13F NEXTERA ENERGY COM 65339F101 3,543 -2,668 -42.96 594 -42.72 0.2554
2018-08-06 2018-06-30 13F NEXTERA ENERGY COM 65339F101 6,211 -101 -1.60 1,037 0.58 0.4880
2018-05-08 2018-03-31 13F NEXTERA ENERGY COM 65339F101 6,312 155 2.52 1,031 10.86 0.5142
2018-01-30 2017-12-31 13F NEXTERA ENERGY COM 65339F101 6,157 0 0.00 930 2.99 0.5730
2017-10-31 2017-09-30 13F NEXTERA ENERGY COM 65339F101 6,157 228 3.85 903 8.66 0.5725
2017-07-25 2017-06-30 13F NEXTERA ENERGY COM 65339F101 5,929 2 0.03 831 9.20 0.5265
2017-05-17 2017-03-31 13F/A-1 NEXTERA ENERGY COM 65339F101 5,927 1,800 43.62 761 52.81 0.4561
2017-05-15 2017-03-31 13F NEXTERA ENERGY INC COM Common 65339F101 760,795 761
2017-02-13 2016-12-31 13F NEXTERA ENERGY COM 65339F101 4,127 4,127 498 0.3948
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.