NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionNewman Dignan & Sheerar, Inc.
Latest Disclosed Ownership18,633 shares
Latest Disclosed Value $ 1,730,639
Newman Dignan & Sheerar, Inc. reports 1.01% increase in ownership of NEE / NextEra Energy, Inc.

On April 13, 2026 - Newman Dignan & Sheerar, Inc. filed a 13F-HR form disclosing ownership of 18,633 shares of NextEra Energy, Inc. (MX:NEE) valued at $1,730,639 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 22, 2026 disclosing 18,447 shares of NextEra Energy, Inc.. This represents a change in shares of 1.01% 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)
2026-04-13 2026-03-31 13F NextEra Energy COM 65339F101 18,633 186 1.01 1,731 16.89 0.3643
2026-01-22 2025-12-31 13F NextEra Energy COM 65339F101 18,447 270 1.49 1,481 7.87 0.3086
2025-10-09 2025-09-30 13F NextEra Energy COM 65339F101 18,177 1,110 6.50 1,372 15.88 0.2963
2025-07-18 2025-06-30 13F NextEra Energy COM 65339F101 17,067 -1,449 -7.83 1,185 -9.76 0.2723
2025-05-14 2025-03-31 13F/A-1 NextEra Energy COM 65339F101 18,516 1,922 11.58 1,313 10.34 0.3583
2025-05-02 2025-03-31 13F NextEra Energy COM 65339F101 16,594 0 1,190 0.3047
2025-01-30 2024-12-31 13F NextEra Energy COM 65339F101 16,594 -385 -2.27 1,190 -15.49 0.3047
2024-11-12 2024-09-30 13F NextEra Energy COM 65339F101 16,979 283 1.70 1,407 19.04 0.3370
2024-07-15 2024-06-30 13F NextEra Energy COM 65339F101 16,696 -299 -1.76 1,182 8.84 0.3049
2024-04-29 2024-03-31 13F NextEra Energy COM 65339F101 16,995 410 2.47 1,086 7.85 0.2904
2024-02-09 2023-12-31 13F NextEra Energy COM 65339F101 16,585 4,063 32.45 1,007 40.45 0.3042
2023-11-08 2023-09-30 13F NextEra Energy COM 65339F101 12,522 302 2.47 717 -20.86 0.2354
2023-08-02 2023-06-30 13F NextEra Energy COM 65339F101 12,220 -170 -1.37 907 -5.03 0.2799
2023-04-28 2023-03-31 13F NextEra Energy COM 65339F101 12,390 225 1.85 955 -6.19 0.3066
2023-01-20 2022-12-31 13F NextEra Energy COM 65339F101 12,165 117 0.97 1,017 7.62 0.3369
2022-10-18 2022-09-30 13F NextEra Energy COM 65339F101 12,048 -108 -0.89 945 0.32 0.1480
2022-08-03 2022-06-30 13F NextEra Energy COM 65339F101 12,156 -475 -3.76 942 -11.96 0.3214
2022-04-14 2022-03-31 13F NextEra Energy COM 65339F101 12,631 1,366 12.13 1,070 1.71 0.2053
2022-01-18 2021-12-31 13F NextEra Energy COM 65339F101 11,265 217 1.96 1,052 21.20 0.3189
2021-10-07 2021-09-30 13F NextEra Energy COM 65339F101 11,048 -896 -7.50 868 -0.80 0.2508
2021-07-28 2021-06-30 13F NextEra Energy COM 65339F101 11,944 4,254 55.32 875 50.60 0.2949
2021-05-05 2021-03-31 13F NextEra Energy COM 65339F101 7,690 242 3.25 581 1.04 0.2106
2021-01-29 2020-12-31 13F NextEra Energy COM 65339F101 7,448 5,621 307.66 575 13.41 0.0925
2020-10-14 2020-09-30 13F NextEra Energy COM 65339F101 1,827 20 1.11 507 -90.07 0.2119
2020-08-06 2020-06-30 13F NextEra Energy COM 65339F101 1,807 672 59.21 5,105 1,797.77 2.2038
2020-04-20 2020-03-31 13F NextEra Energy COM 65339F101 1,135 -236 -17.21 269 -18.98 0.1408
2020-01-15 2019-12-31 13F NextEra Energy COM 65339F101 1,371 -60 -4.19 332 -0.30 0.0354
2019-10-21 2019-09-30 13F NextEra Energy COM 65339F101 1,431 0 0.00 333 13.65 0.1569
2019-07-31 2019-06-30 13F NextEra Energy COM 65339F101 1,431 300 26.53 293 33.79 0.0078
2019-04-09 2019-03-31 13F NextEra Energy COM 65339F101 1,131 1,131 219 0.0880
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.