NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionMitchell Mcleod Pugh & Williams Inc
Latest Disclosed Ownership17,072 shares
Latest Disclosed Value $ 1,585,649
Mitchell Mcleod Pugh & Williams Inc reports 0.55% increase in ownership of NEE / NextEra Energy, Inc.

On April 24, 2026 - Mitchell Mcleod Pugh & Williams Inc filed a 13F-HR form disclosing ownership of 17,072 shares of NextEra Energy, Inc. (MX:NEE) valued at $1,585,649 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 16,978 shares of NextEra Energy, Inc.. This represents a change in shares of 0.55% 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)
2026-04-24 2026-03-31 13F NEXTERA ENERGY COM 65339F101 17,072 94 0.55 1,586 4.34 0.1770
2026-02-11 2025-12-31 13F NEXTERA ENERGY COM 65339F101 16,978 1,519
2025-10-30 2025-09-30 13F NEXTERA ENERGY COM 65339F101 17,213 -567 -3.19 1,438 16.53 0.2313
2025-07-28 2025-06-30 13F NEXTERA ENERGY COM 65339F101 17,780 -2,124 -10.67 1,234 -12.54 0.2300
2025-05-01 2025-03-31 13F NEXTERA ENERGY COM 65339F101 19,904 574 2.97 1,411 1.88 0.2918
2025-01-16 2024-12-31 13F NEXTERA ENERGY COM 65339F101 19,330 -1,170 -5.71 1,386 -20.03 0.2908
2024-11-04 2024-09-30 13F NEXTERA ENERGY COM 65339F101 20,500 -110 -0.53 1,733 18.71 0.3616
2024-07-31 2024-06-30 13F NEXTERA ENERGY COM 65339F101 20,610 2,221 12.08 1,459 24.17 0.3331
2024-05-01 2024-03-31 13F NEXTERA ENERGY COM 65339F101 18,389 -16 -0.09 1,175 5.19 0.2827
2024-02-05 2023-12-31 13F NEXTERA ENERGY COM 65339F101 18,405 846 4.82 1,118 11.14 0.2959
2023-10-20 2023-09-30 13F NEXTERA ENERGY COM 65339F101 17,559 5 0.03 1,006 -22.81 0.2963
2023-08-08 2023-06-30 13F NEXTERA ENERGY COM 65339F101 17,554 1,278 7.85 1,302 3.83 0.3767
2023-05-10 2023-03-31 13F NEXTERA ENERGY COM 65339F101 16,276 -59 -0.36 1,255 -8.13 0.3899
2023-02-03 2022-12-31 13F NEXTERA ENERGY COM 65339F101 16,335 -98 -0.60 1,366 5.90 0.4619
2022-11-07 2022-09-30 13F NEXTERA ENERGY COM 65339F101 16,433 302 1.87 1,289 3.12 0.4957
2022-11-18 2022-06-30 13F/A-1 NEXTERA ENERGY COM 65339F101 16,131 -80 -0.49 1,250 -8.96 0.4851
2022-07-19 2022-06-30 13F NEXTERA ENERGY COM 65339F101 16,131 -80 1,250 0.4872
2022-04-26 2022-03-31 13F NEXTERA ENERGY COM 65339F101 16,211 830 5.40 1,373 -4.39 0.4605
2022-02-02 2021-12-31 13F NEXTERA ENERGY COM 65339F101 15,381 0 0.00 1,436 18.87 0.4743
2021-11-08 2021-09-30 13F NEXTERA ENERGY COM 65339F101 15,381 669 4.55 1,208 12.06 0.4482
2021-11-08 2021-06-30 13F/A-1 NEXTERA ENERGY COM 65339F101 14,712 -62 -0.42 1,078 -3.49 0.4146
2021-08-03 2021-06-30 13F NEXTERA ENERGY COM 65339F101 14,712 -62 1,078 0.3168
2021-05-12 2021-03-31 13F NEXTERA ENERGY COM 65339F101 14,774 -536 -3.50 1,117 -5.42 0.4671
2021-02-08 2020-12-31 13F NEXTERA ENERGY COM 65339F101 15,310 11,470 298.70 1,181 10.79 0.5424
2020-10-27 2020-09-30 13F NEXTERA ENERGY COM 65339F101 3,840 -70 -1.79 1,066 13.53 0.5453
2020-07-17 2020-06-30 13F NEXTERA ENERGY COM 65339F101 3,910 920 30.77 939 30.60 0.5341
2020-04-08 2020-03-31 13F NEXTERA ENERGY COM 65339F101 2,990 -665 -18.19 719 -18.76 0.5550
2020-01-08 2019-12-31 13F NEXTERA ENERGY COM 65339F101 3,655 -11 -0.30 885 3.63 0.5566
2019-10-08 2019-09-30 13F NEXTERA ENERGY COM 65339F101 3,666 283 8.37 854 23.23 0.5786
2019-07-09 2019-06-30 13F NEXTERA ENERGY COM 65339F101 3,383 12 0.36 693 6.45 0.4751
2019-04-11 2019-03-31 13F NEXTERA ENERGY COM 65339F101 3,371 35 1.05 651 12.24 0.4538
2019-01-10 2018-12-31 13F NEXTERA ENERGY COM 65339F101 3,336 -21 -0.63 580 3.20 0.4653
2018-10-09 2018-09-30 13F NEXTERA ENERGY COM 65339F101 3,357 537 19.04 562 19.32 0.3784
2018-07-13 2018-06-30 13F NEXTERA ENERGY COM 65339F101 2,820 143 5.34 471 7.78 0.3322
2018-04-16 2018-03-31 13F NEXTERA ENERGY COM 65339F101 2,677 8 0.30 437 4.80 0.3128
2018-01-12 2017-12-31 13F NEXTERA ENERGY COM 65339F101 2,669 0 0.00 417 6.38 0.2881
2017-10-12 2017-09-30 13F NEXTERA ENERGY COM 65339F101 2,669 0 0.00 392 4.81 0.2887
2017-07-20 2017-06-30 13F NEXTERA ENERGY COM 65339F101 2,669 3 0.11 374 9.36 0.2839
2017-04-11 2017-03-31 13F NEXTERA ENERGY COM 65339F101 2,666 -43 -1.59 342 5.56 0.2677
2017-01-19 2016-12-31 13F NEXTERA ENERGY COM 65339F101 2,709 179 7.08 324 4.52 0.2623
2016-10-18 2016-09-30 13F NEXTERA ENERGY COM 65339F101 2,530 3 0.12 310 -6.06 0.2715
2016-07-15 2016-06-30 13F NEXTERA ENERGY COM 65339F101 2,527 834 49.26 330 65.00 0.2985
2016-04-20 2016-03-31 13F NEXTERA ENERGY COM 65339F101 1,693 1,693 200 0.1932
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.