NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionMontag A & Associates Inc
Latest Disclosed Ownership70,934 shares
Latest Disclosed Value $ 6,588,350
Montag A & Associates Inc reports 0.15% decrease in ownership of NEE / NextEra Energy, Inc.

On April 29, 2026 - Montag A & Associates Inc filed a 13F-HR form disclosing ownership of 70,934 shares of NextEra Energy, Inc. (MX:NEE) valued at $6,588,350 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 71,044 shares of NextEra Energy, Inc.. This represents a change in shares of -0.15% 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)
2026-04-29 2026-03-31 13F NEXTERA ENERGY COM 65339F101 70,934 -110 -0.15 6,588 15.52 0.3060
2026-02-02 2025-12-31 13F NEXTERA ENERGY COM 65339F101 71,044 1,885 2.73 5,703 9.25 0.2603
2025-11-12 2025-09-30 13F NEXTERA ENERGY COM 65339F101 69,159 -23,758 -25.57 5,221 -19.07 0.2401
2025-08-07 2025-06-30 13F NEXTERA ENERGY COM 65339F101 92,917 27,912 42.94 6,450 39.97 0.3142
2025-05-05 2025-03-31 13F NEXTERA ENERGY COM 65339F101 65,005 -4,199 -6.07 4,608 -7.12 0.2305
2025-01-30 2024-12-31 13F NEXTERA ENERGY COM 65339F101 69,204 3,550 5.41 4,961 -10.60 0.2355
2024-11-05 2024-09-30 13F NEXTERA ENERGY COM 65339F101 65,654 -527 -0.80 5,550 18.42 0.2621
2024-07-31 2024-06-30 13F NEXTERA ENERGY COM 65339F101 66,181 176 0.27 4,686 11.10 0.2365
2024-05-07 2024-03-31 13F NEXTERA ENERGY COM 65339F101 66,005 952 1.46 4,218 6.76 0.2109
2024-02-07 2023-12-31 13F NEXTERA ENERGY COM 65339F101 65,053 -7,661 -10.54 3,951 -5.14 0.2203
2023-11-09 2023-09-30 13F NEXTERA ENERGY COM 65339F101 72,714 -6,443 -8.14 4,166 -29.08 0.2630
2023-08-09 2023-06-30 13F NEXTERA ENERGY COM 65339F101 79,157 -1,000 -1.25 5,873 -4.94 0.3617
2023-05-11 2023-03-31 13F NEXTERA ENERGY COM 65339F101 80,157 -8,681 -9.77 6,179 -16.81 0.4039
2023-02-02 2022-12-31 13F NEXTERA ENERGY COM 65339F101 88,838 -903 -1.01 7,427 5.53 0.4973
2022-11-09 2022-09-30 13F NEXTERA ENERGY COM 65339F101 89,741 2,550 2.92 7,037 4.19 0.4873
2022-08-10 2022-06-30 13F NEXTERA ENERGY COM 65339F101 87,191 -582 -0.66 6,754 -9.16 0.4369
2022-05-02 2022-03-31 13F NEXTERA ENERGY COM 65339F101 87,773 4,998 6.04 7,435 -3.79 0.3947
2022-02-09 2021-12-31 13F NEXTERA ENERGY COM 65339F101 82,775 -834 -1.00 7,728 17.72 0.3811
2021-11-08 2021-09-30 13F NEXTERA ENERGY COM 65339F101 83,609 -1,021 -1.21 6,565 5.85 0.3526
2021-08-03 2021-06-30 13F NEXTERA ENERGY COM 65339F101 84,630 -1,968 -2.27 6,202 -5.28 0.3293
2021-05-14 2021-03-31 13F NEXTERA ENERGY COM 65339F101 86,598 5,361 6.60 6,548 4.48 0.3687
2021-02-12 2020-12-31 13F NEXTERA ENERGY COM 65339F101 81,237 58,183 252.38 6,267 -2.06 0.3849
2020-11-12 2020-09-30 13F NEXTERA ENERGY INC COM COM 65339F101 23,054 -825 -3.45 6,399 11.58 0.5161
2020-08-04 2020-06-30 13F NEXTERA ENERGY INC COM COM 65339F101 23,879 734 3.17 5,735 2.98 0.5018
2020-05-06 2020-03-31 13F NEXTERA ENERGY INC COM COM 65339F101 23,145 3,004 14.91 5,569 14.19 0.5556
2020-02-05 2019-12-31 13F NEXTERA ENERGY INC COM COM 65339F101 20,141 -202 -0.99 4,877 2.89 0.3898
2019-11-04 2019-09-30 13F NEXTERA ENERGY INC COM COM 65339F101 20,343 213 1.06 4,740 14.94 0.4124
2019-08-06 2019-06-30 13F NEXTERA ENERGY INC COM COM 65339F101 20,130 5,472 37.33 4,124 45.52 0.3676
2019-05-01 2019-03-31 13F NEXTERA ENERGY INC COM COM 65339F101 14,658 252 1.75 2,834 13.18 0.2628
2019-02-06 2018-12-31 13F NEXTERA ENERGY INC COM COM 65339F101 14,406 0 0.00 2,504 3.73 0.2694
2018-11-07 2018-09-30 13F NEXTERA ENERGY INC COM COM 65339F101 14,406 504 3.63 2,414 3.96 0.2115
2018-08-08 2018-06-30 13F/A-1 NEXTERA ENERGY INC COM COM 65339F101 13,902 36 0.26 2,322 2.52 0.2384
2018-08-01 2018-06-30 13F NEXTERA ENERGY INC COM COM 65339F101 13,902 36 2,322
2018-05-07 2018-03-31 13F NEXTERA ENERGY INC COM COM 65339F101 13,866 -471 -3.29 2,265 1.16 0.2332
2018-02-09 2017-12-31 13F NEXTERA ENERGY INC COM COM 65339F101 14,337 1,275 9.76 2,239 16.98 0.2165
2017-11-06 2017-09-30 13F NEXTERA ENERGY INC COM COM 65339F101 13,062 0 0.00 1,914 4.59 0.2054
2017-08-04 2017-06-30 13F NEXTERA ENERGY INC COM COM 65339F101 13,062 6 0.05 1,830 9.19 0.2051
2017-05-02 2017-03-31 13F NEXTERA ENERGY INC COM COM 65339F101 13,056 -1,470 -10.12 1,676 -3.40 0.1874
2017-02-03 2016-12-31 13F NEXTERA ENERGY INC COM COM 65339F101 14,526 0 0.00 1,735 -2.36 0.2052
2016-11-07 2016-09-30 13F NEXTERA ENERGY INC COM COM 65339F101 14,526 -642 -4.23 1,777 -10.16 0.2260
2016-08-02 2016-06-30 13F NEXTERA ENERGY INC COM COM 65339F101 15,168 -275 -1.78 1,978 8.21 0.2612
2016-05-05 2016-03-31 13F NEXTERA ENERGY INC COM COM 65339F101 15,443 -500 -3.14 1,828 10.39 0.2570
2016-02-11 2015-12-31 13F NEXTERA ENERGY INC COM COM 65339F101 15,943 0 0.00 1,656 6.50 0.2428
2015-11-06 2015-09-30 13F NEXTERA ENERGY INC COM COM 65339F101 15,943 390 2.51 1,555 1.97 0.2431
2015-08-17 2015-06-30 13F NEXTERA ENERGY INC COM COM 65339F101 15,553 -497 -3.10 1,525 -8.68 0.2221
2015-05-12 2015-03-31 13F NEXTERA ENERGY INC COM COM 65339F101 16,050 16,050 0.00 1,670 0.2416
2015-02-04 2014-12-31 13F NEXTERA ENERGY INC COM COM 65339F101 0 -17,170 -100.00 0 -100.00
2014-11-04 2014-09-30 13F NEXTERA ENERGY INC COM COM 65339F101 17,170 -225 -1.29 1,612 -9.59 0.2659
2014-08-06 2014-06-30 13F NEXTERA ENERGY INC COM COM 65339F101 17,395 -1,000 -5.44 1,783 1.36 0.2907
2014-05-06 2014-03-31 13F NEXTERA ENERGY INC COM COM 65339F101 18,395 -1,075 -5.52 1,759 5.52 0.2973
2014-03-05 2013-12-31 13F NEXTERA ENERGY INC COM COM 65339F101 19,470 0 0.00 1,667 6.79 0.2864
2013-11-07 2013-09-30 13F NEXTERA ENERGY INC COM COM 65339F101 19,470 -10,890 -35.87 1,561 -36.90 0.2913
2013-07-24 2013-06-30 13F NEXTERA ENERGY INC COM COM 65339F101 30,360 30,360 2,474 0.5052
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.