NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionMutual Advisors, LLC
Latest Disclosed Ownership30,376 shares
Latest Disclosed Value $ 2,821,287
Mutual Advisors, LLC reports 8.16% increase in ownership of NEE / NextEra Energy, Inc.

On May 1, 2026 - Mutual Advisors, LLC filed a 13F-HR form disclosing ownership of 30,376 shares of NextEra Energy, Inc. (MX:NEE) valued at $2,821,287 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 28,085 shares of NextEra Energy, Inc.. This represents a change in shares of 8.16% 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)
2026-05-01 2026-03-31 13F NEXTERA ENERGY COM 65339F101 30,376 2,291 8.16 2,821 25.16 0.0604
2026-02-02 2025-12-31 13F NEXTERA ENERGY COM 65339F101 28,085 1,208 4.49 2,255 0.76 0.0483
2025-11-04 2025-09-30 13F NEXTERA ENERGY COM 65339F101 26,877 2,813 11.69 2,237 29.46 0.0493
2025-07-28 2025-06-30 13F NEXTERA ENERGY COM 65339F101 24,064 256 1.08 1,729 9.85 0.0432
2025-04-28 2025-03-31 13F NEXTERA ENERGY COM 65339F101 23,808 5 0.02 1,573 -7.36 0.0450
2025-01-17 2024-12-31 13F NEXTERA ENERGY COM 65339F101 23,803 6,048 34.06 1,699 15.51 0.0492
2024-10-25 2024-09-30 13F NEXTERA ENERGY COM 65339F101 17,755 -426 -2.34 1,470 8.81 0.0430
2024-07-30 2024-06-30 13F NEXTERA ENERGY COM 65339F101 18,181 -3,464 -16.00 1,352 -2.31 0.0408
2024-05-02 2024-03-31 13F NEXTERA ENERGY COM 65339F101 21,645 -146 -0.67 1,383 4.54 0.0444
2024-01-12 2023-12-31 13F NEXTERA ENERGY COM 65339F101 21,791 1,512 7.46 1,324 13.95 0.0461
2023-11-13 2023-09-30 13F NEXTERA ENERGY COM 65339F101 20,279 1,175 6.15 1,162 -18.07 0.0453
2023-07-31 2023-06-30 13F NEXTERA ENERGY COM 65339F101 19,104 1,853 10.74 1,418 6.62 0.0538
2023-04-11 2023-03-31 13F NEXTERA ENERGY COM 65339F101 17,251 1,197 7.46 1,330 -0.97 0.0546
2023-01-12 2022-12-31 13F NEXTERA ENERGY COM 65339F101 16,054 717 4.67 1,342 11.55 0.0600
2022-11-03 2022-09-30 13F NEXTERA ENERGY COM 65339F101 15,337 -681 -4.25 1,203 -3.06 0.0619
2022-08-15 2022-06-30 13F NEXTERA ENERGY COM 65339F101 16,018 -374 -2.28 1,241 -10.66 0.0822
2022-05-09 2022-03-31 13F NEXTERA ENERGY COM 65339F101 16,392 37 0.23 1,389 -9.04 0.0777
2022-02-14 2021-12-31 13F NEXTERA ENERGY COM 65339F101 16,355 344 2.15 1,527 21.48 0.0808
2021-11-15 2021-09-30 13F NEXTERA ENERGY COM 65339F101 16,011 -775 -4.62 1,257 2.20 0.0744
2021-08-12 2021-06-30 13F NEXTERA ENERGY COM 65339F101 16,786 -2,668 -13.71 1,230 -16.38 0.0729
2021-05-13 2021-03-31 13F NEXTERA ENERGY COM 65339F101 19,454 407 2.14 1,471 0.14 0.1006
2021-02-11 2020-12-31 13F NEXTERA ENERGY COM 65339F101 19,047 13,473 241.71 1,469 -5.04 0.1091
2020-11-13 2020-09-30 13F NEXTERA ENERGY COM 65339F101 5,574 427 8.30 1,547 25.16 0.1341
2020-08-05 2020-06-30 13F NEXTERA ENERGY COM 65339F101 5,147 335 6.96 1,236 6.74 0.1215
2020-05-13 2020-03-31 13F NEXTERA ENERGY COM 65339F101 4,812 99 2.10 1,158 1.49 0.1571
2020-02-11 2019-12-31 13F NEXTERA ENERGY COM 65339F101 4,713 818 21.00 1,141 25.66 0.1214
2019-11-01 2019-09-30 13F NEXTERA ENERGY COM 65339F101 3,895 -854 -17.98 908 -6.68 0.1200
2019-08-15 2019-06-30 13F NEXTERA ENERGY COM 65339F101 4,749 160 3.49 973 9.70 0.1264
2019-05-15 2019-03-31 13F NEXTERA ENERGY COM 65339F101 4,589 63 1.39 887 12.71 0.1313
2019-02-15 2018-12-31 13F NEXTERA ENERGY COM 65339F101 4,526 702 18.36 787 22.78 0.1551
2018-11-15 2018-09-30 13F NEXTERA ENERGY COM 65339F101 3,824 248 6.94 641 7.37 0.0973
2018-08-15 2018-06-30 13F NEXTERA ENERGY COM 65339F101 3,576 -123 -3.33 597 -1.16 0.1361
2018-05-11 2018-03-31 13F NEXTERA ENERGY COM 65339F101 3,699 1,468 65.80 604 73.56 0.1531
2018-02-12 2017-12-31 13F NEXTERA ENERGY COM 65339F101 2,231 2,231 348 0.1314
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.