NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionNotis-McConarty Edward
Latest Disclosed Ownership18,143 shares
Latest Disclosed Value $ 1,685,122
Notis-McConarty Edward reports 52.23% increase in ownership of NEE / NextEra Energy, Inc.

On May 8, 2026 - Notis-McConarty Edward filed a 13F-HR/A form disclosing ownership of 18,143 shares of NextEra Energy, Inc. (MX:NEE) valued at $1,685,122 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 14, 2026 disclosing 11,918 shares of NextEra Energy, Inc.. This represents a change in shares of 52.23% 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)
2026-05-08 2026-03-31 13F/A-1 NEXTERA ENERGY COM 65339F101 18,143 6,225 52.23 1,685 76.26 0.3429
2026-05-08 2026-03-31 13F NEXTERA ENERGY COM 65339F101 21,863 9,945 2,140 0.3989
2026-02-14 2025-12-31 13F NEXTERA ENERGY COM 65339F101 11,918 200 1.71 957 8.14 0.4437
2025-11-10 2025-09-30 13F NEXTERA ENERGY COM 65339F101 11,718 0 0.00 885 8.73 0.4115
2025-07-23 2025-06-30 13F NEXTERA ENERGY COM 65339F101 11,718 0 0.00 813 -2.05 0.3964
2025-05-06 2025-03-31 13F NEXTERA ENERGY COM 65339F101 11,718 1,440 14.01 831 12.77 0.4272
2025-02-13 2024-12-31 13F NEXTERA ENERGY COM 65339F101 10,278 334 3.36 737 -12.38 0.3566
2024-11-12 2024-09-30 13F NEXTERA ENERGY COM 65339F101 9,944 -8,402 -45.80 841 -35.33 0.3804
2024-08-12 2024-06-30 13F NEXTERA ENERGY COM 65339F101 18,346 0 0.00 1,299 10.84 0.5105
2024-04-29 2024-03-31 13F NEXTERA ENERGY COM 65339F101 18,346 650 3.67 1,172 9.12 0.4634
2024-02-14 2023-12-31 13F NEXTERA ENERGY COM 65339F101 17,696 0 0.00 1,075 6.02 0.4289
2023-11-14 2023-09-30 13F NEXTERA ENERGY COM 65339F101 17,696 0 0.00 1,014 -22.85 0.4129
2023-08-14 2023-06-30 13F NEXTERA ENERGY COM 65339F101 17,696 0 0.00 1,313 -3.74 0.5003
2023-05-10 2023-03-31 13F NEXTERA ENERGY COM 65339F101 17,696 0 0.00 1,364 -7.78 0.5423
2023-02-09 2022-12-31 13F NEXTERA ENERGY COM 65339F101 17,696 -607 -3.32 1,479 2.99 0.6159
2022-11-08 2022-09-30 13F NEXTERA ENERGY COM 65339F101 18,303 -532 -2.82 1,436 -1.58 0.6422
2022-07-19 2022-06-30 13F NEXTERA ENERGY COM 65339F101 18,835 0 0.00 1,459 -8.58 0.6078
2022-05-17 2022-03-31 13F NEXTERA ENERGY COM 65339F101 18,835 0 0.00 1,596 -9.22 0.5695
2022-02-08 2021-12-31 13F NEXTERA ENERGY COM 65339F101 18,835 0 0.00 1,758 18.86 0.5862
2021-11-10 2021-09-30 13F NEXTERA ENERGY COM 65339F101 18,835 75 0.40 1,479 7.56 0.5420
2021-08-09 2021-06-30 13F NEXTERA ENERGY COM 65339F101 18,760 0 0.00 1,375 -3.03 0.5090
2021-05-17 2021-03-31 13F NEXTERA ENERGY COM 65339F101 18,760 0 0.00 1,418 -2.00 0.5519
2021-02-16 2020-12-31 13F NEXTERA ENERGY COM 65339F101 18,760 14,070 300.00 1,447 11.14 0.5887
2020-10-28 2020-09-30 13F NEXTERA ENERGY COM 65339F101 4,690 0 0.00 1,302 15.53 0.5724
2020-07-28 2020-06-30 13F NEXTERA ENERGY COM 65339F101 4,690 -110 -2.29 1,127 -2.42 0.5257
2020-05-07 2020-03-31 13F NEXTERA ENERGY COM 65339F101 4,800 -25 -0.52 1,155 -1.11 0.6395
2020-01-15 2019-12-31 13F NEXTERA ENERGY COM 65339F101 4,825 -25 -0.52 1,168 3.36 0.5191
2019-11-04 2019-09-30 13F NEXTERA ENERGY COM 65339F101 4,850 -50 -1.02 1,130 12.55 0.5308
2019-07-24 2019-06-30 13F NEXTERA ENERGY COM 65339F101 4,900 -50 -1.01 1,004 4.91 0.4740
2019-04-29 2019-03-31 13F NEXTERA ENERGY COM 65339F101 4,950 -50 -1.00 957 10.13 0.4622
2019-01-24 2018-12-31 13F NEXTERA ENERGY COM 65339F101 5,000 2,675 115.05 869 123.39 0.4787
2018-10-15 2018-09-30 13F NEXTERA ENERGY COM 65339F101 2,325 0 0.00 389 0.26 0.2080
2018-07-30 2018-06-30 13F NEXTERA ENERGY COM 65339F101 2,325 -525 -18.42 388 -16.56 0.2298
2018-04-24 2018-03-31 13F NEXTERA ENERGY COM 65339F101 2,850 0 0.00 465 4.49 0.2786
2018-02-02 2017-12-31 13F NEXTERA ENERGY COM 65339F101 2,850 -25 -0.87 445 5.70 0.2556
2017-10-26 2017-09-30 13F NEXTERA ENERGY COM 65339F101 2,875 -25 -0.86 421 3.69 0.2638
2017-07-25 2017-06-30 13F NEXTERA ENERGY COM 65339F101 2,900 400 16.00 406 26.48 0.2627
2017-05-16 2017-03-31 13F NEXTERA ENERGY COM 65339F101 2,500 0 0.00 321 7.36 0.2107
2017-02-14 2016-12-31 13F NEXTERA ENERGY Common Stock 65339F101 2,500 0 0.00 299 -2.29 0.2060
2016-11-16 2016-09-30 13F NEXTERA ENERGY Common Stock 65339F101 2,500 -500 -16.67 306 -21.74 0.2092
2016-08-08 2016-06-30 13F NEXTERA ENERGY Common Stock 65339F101 3,000 0 0.00 391 10.14 0.2742
2016-05-27 2016-03-31 13F NEXTERA ENERGY Common Stock 65339F101 3,000 0 0.00 355 13.78 0.2520
2016-02-12 2015-12-31 13F NEXTERA ENERGY Common Stock 65339F101 3,000 0 0.00 312 6.48 0.2238
2015-11-13 2015-09-30 13F NEXTERA ENERGY Common Stock 65339F101 3,000 -1,000 -25.00 293 -25.26 0.2190
2015-08-10 2015-06-30 13F NEXTERA ENERGY Common Stock 65339F101 4,000 0 0.00 392 -5.77 0.2651
2015-05-22 2015-03-31 13F NEXTERA ENERGY Common Stock 65339F101 4,000 0 0.00 416 -2.12 0.2879
2015-02-13 2014-12-31 13F NEXTERA ENERGY Common Stock 65339F101 4,000 0 0.00 425 13.03 0.2907
2014-11-24 2014-09-30 13F NEXTERA ENERGY Common Stock 65339F101 4,000 4,000 376 0.2648
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.