NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionModus Advisors, LLC
Latest Disclosed Ownership37,262 shares
Latest Disclosed Value $ 3,460,910
Modus Advisors, LLC reports 29.76% increase in ownership of NEE / NextEra Energy, Inc.

On May 4, 2026 - Modus Advisors, LLC filed a 13F-HR form disclosing ownership of 37,262 shares of NextEra Energy, Inc. (MX:NEE) valued at $3,460,910 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 28,715 shares of NextEra Energy, Inc.. This represents a change in shares of 29.76% 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)
2026-05-04 2026-03-31 13F NEXTERA ENERGY INC COM Stock 65339F101 37,262 8,547 29.76 3,461 50.11 0.9527
2026-02-11 2025-12-31 13F NEXTERA ENERGY INC COM Stock 65339F101 28,715 7,100 32.85 2,305 41.32 0.6080
2025-11-05 2025-09-30 13F NEXTERA ENERGY INC COM Stock 65339F101 21,615 466 2.20 1,632 11.10 0.4438
2025-07-07 2025-06-30 13F NEXTERA ENERGY INC COM Stock 65339F101 21,149 628 3.06 1,468 0.96 0.4362
2025-04-01 2025-03-31 13F NEXTERA ENERGY INC COM Stock 65339F101 20,521 1,025 5.26 1,455 4.08 0.4763
2025-01-03 2024-12-31 13F NEXTERA ENERGY INC COM Stock 65339F101 19,496 998 5.40 1,398 -10.62 0.4378
2024-10-09 2024-09-30 13F NEXTERA ENERGY INC COM Stock 65339F101 18,498 530 2.95 1,564 22.88 0.5137
2024-07-02 2024-06-30 13F NEXTERA ENERGY INC COM Stock 65339F101 17,968 1,121 6.65 1,272 18.22 0.4500
2024-04-02 2024-03-31 13F NEXTERA ENERGY INC COM Stock 65339F101 16,847 -275 -1.61 1,077 3.56 0.3986
2024-01-04 2023-12-31 13F NEXTERA ENERGY INC COM Stock 65339F101 17,122 -3,355 -16.38 1,040 -11.42 0.4221
2023-10-20 2023-09-30 13F NEXTERA ENERGY INC COM Stock 65339F101 20,477 1,806 9.67 1,173 -15.31 0.5117
2023-07-05 2023-06-30 13F NEXTERA ENERGY INC COM Stock 65339F101 18,671 3,786 25.44 1,385 20.75 0.5948
2023-04-04 2023-03-31 13F NEXTERA ENERGY INC COM Stock 65339F101 14,885 863 6.15 1,147 -2.13 0.5283
2023-01-05 2022-12-31 13F NEXTERA ENERGY INC COM Stock 65339F101 14,022 2,461 21.29 1,172 29.22 0.5678
2022-10-05 2022-09-30 13F NEXTERA ENERGY INC COM Stock 65339F101 11,561 256 2.26 907 3.54 0.4772
2022-07-05 2022-06-30 13F NEXTERA ENERGY INC COM Stock 65339F101 11,305 1,068 10.43 876 1.04 0.4433
2022-04-05 2022-03-31 13F NEXTERA ENERGY INC COM Stock 65339F101 10,237 1,345 15.13 867 4.46 0.3802
2022-01-04 2021-12-31 13F NEXTERA ENERGY INC COM Stock 65339F101 8,892 -437 -4.68 830 13.23 0.3532
2021-10-08 2021-09-30 13F NEXTERA ENERGY INC COM Stock 65339F101 9,329 492 5.57 733 13.12 0.3172
2021-07-01 2021-06-30 13F NEXTERA ENERGY INC COM Stock 65339F101 8,837 441 5.25 648 2.05 0.2726
2021-04-05 2021-03-31 13F NEXTERA ENERGY INC COM Stock 65339F101 8,396 2,763 49.05 635 45.98 0.2942
2021-01-08 2020-12-31 13F NEXTERA ENERGY INC COM Stock 65339F101 5,633 4,463 381.45 435 33.85 0.2250
2020-10-01 2020-09-30 13F NEXTERA ENERGY INC COM Stock 65339F101 1,170 -298 -20.30 325 -7.93 0.1867
2020-07-01 2020-06-30 13F NEXTERA ENERGY INC COM Stock 65339F101 1,468 -72 -4.68 353 -4.85 0.2302
2020-04-08 2020-03-31 13F NEXTERA ENERGY INC COM Stock 65339F101 1,540 241 18.55 371 17.78 0.3440
2020-01-14 2019-12-31 13F NEXTERA ENERGY INC COM COM 65339F101 1,299 1,299 315 0.2483
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.