NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionMerit Financial Group, LLC
Latest Disclosed Ownership89,601 shares
Latest Disclosed Value $ 8,322,159
Merit Financial Group, LLC reports 9.09% increase in ownership of NEE / NextEra Energy, Inc.

On April 15, 2026 - Merit Financial Group, LLC filed a 13F-HR form disclosing ownership of 89,601 shares of NextEra Energy, Inc. (MX:NEE) valued at $8,322,159 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 82,135 shares of NextEra Energy, Inc.. This represents a change in shares of 9.09% 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)
2026-04-15 2026-03-31 13F NEXTERA ENERGY COM 65339F101 89,601 7,466 9.09 8,322 26.22 0.0478
2026-01-26 2025-12-31 13F NEXTERA ENERGY COM 65339F101 82,135 10,805 15.15 6,594 22.46 0.0529
2025-11-07 2025-09-30 13F/A-1 NEXTERA ENERGY COM 65339F101 71,330 216 0.30 5,385 9.08 0.0495
2025-10-20 2025-09-30 13F NEXTERA ENERGY COM 65339F101 71,330 216 5,385 0.0494
2025-07-22 2025-06-30 13F NEXTERA ENERGY COM 65339F101 71,114 24,941 54.02 4,937 50.81 0.0550
2025-04-09 2025-03-31 13F NEXTERA ENERGY COM 65339F101 46,173 14,804 47.19 3,273 45.60 0.0490
2025-01-15 2024-12-31 13F NEXTERA ENERGY COM 65339F101 31,369 8,564 37.55 2,249 16.66 0.0404
2024-10-17 2024-09-30 13F NEXTERA ENERGY COM 65339F101 22,805 -3,639 -13.76 1,928 2.94 0.0431
2024-08-13 2024-06-30 13F NEXTERA ENERGY COM 65339F101 26,444 2,000 8.18 1,872 9.22 0.0413
2024-05-06 2024-03-31 13F NEXTERA ENERGY COM 65339F101 24,444 4,533 22.77 1,715 41.77 0.0408
2024-02-06 2023-12-31 13F NEXTERA ENERGY COM 65339F101 19,911 3,362 20.32 1,209 27.53 0.0368
2023-11-07 2023-09-30 13F NEXTERA ENERGY COM 65339F101 16,549 -3,056 -15.59 948 -34.80 0.0310
2023-08-01 2023-06-30 13F NEXTERA ENERGY COM 65339F101 19,605 1,579 8.76 1,455 4.68 0.0471
2023-04-24 2023-03-31 13F NEXTERA ENERGY COM 65339F101 18,026 -103 -0.57 1,389 -8.32 0.0505
2023-01-13 2022-12-31 13F NEXTERA ENERGY COM 65339F101 18,129 3,733 25.93 1,516 34.19 0.0548
2022-10-31 2022-09-30 13F NEXTERA ENERGY COM 65339F101 14,396 2,633 22.38 1,129 23.93 0.0490
2022-08-08 2022-06-30 13F NEXTERA ENERGY COM 65339F101 11,763 197 1.70 911 -7.04 0.0282
2022-05-13 2022-03-31 13F NEXTERA ENERGY COM 65339F101 11,566 2,239 24.01 980 12.51 0.0591
2022-02-14 2021-12-31 13F NEXTERA ENERGY COM 65339F101 9,327 -341 -3.53 871 14.76 0.0854
2021-10-27 2021-09-30 13F NEXTERA ENERGY COM 65339F101 9,668 515 5.63 759 13.11 0.0794
2021-08-16 2021-06-30 13F NEXTERA ENERGY COM 65339F101 9,153 64 0.70 671 -2.33 0.0631
2021-05-18 2021-03-31 13F NEXTERA ENERGY COM 65339F101 9,089 18 0.20 687 -1.86 0.0719
2021-02-12 2020-12-31 13F NEXTERA ENERGY COM 65339F101 9,071 6,849 308.24 700 13.45 0.0677
2020-11-10 2020-09-30 13F NEXTERA ENERGY COM 65339F101 2,222 4 0.18 617 15.76 0.0564
2020-08-13 2020-06-30 13F NEXTERA ENERGY COM 65339F101 2,218 -894 -28.73 533 -28.84 0.0530
2020-05-05 2020-03-31 13F NEXTERA ENERGY COM 65339F101 3,112 -306 -8.95 749 -9.54 0.0837
2020-01-16 2019-12-31 13F NEXTERA ENERGY COM 65339F101 3,418 2,543 290.63 828 305.88 0.0733
2019-11-25 2019-09-30 13F NEXTERA ENERGY Common Stock 65339F101 875 875 204 0.0223
2019-05-16 2019-03-31 13F NEXTERA ENERGY Common Stock 65339F101 0 -3,477 -100.00 0 -100.00
2019-02-15 2018-12-31 13F NEXTERA ENERGY Common Stock 65339F101 3,477 -269 -7.18 604 -3.67 0.0909
2018-10-25 2018-09-30 13F NEXTERA ENERGY Common Stock 65339F101 3,746 1,454 63.44 627 64.14 0.1004
2018-08-07 2018-06-30 13F NEXTERA ENERGY Common Stock 65339F101 2,292 189 8.99 382 11.37 0.0684
2018-05-14 2018-03-31 13F NEXTERA ENERGY Common Stock 65339F101 2,103 -185 -8.09 343 -3.92 0.0674
2018-02-13 2017-12-31 13F NEXTERA ENERGY Common Stock 65339F101 2,288 2,288 357 0.0760
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.