NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionNwam Llc
Latest Disclosed Ownership9,723 shares
Latest Disclosed Value $ 903,049
Nwam Llc reports 10.64% increase in ownership of NEE / NextEra Energy, Inc.

On May 4, 2026 - Nwam Llc filed a 13F-HR form disclosing ownership of 9,723 shares of NextEra Energy, Inc. (MX:NEE) valued at $903,049 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 8,788 shares of NextEra Energy, Inc.. This represents a change in shares of 10.64% 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 COM 65339F101 9,723 935 10.64 903 22.69 0.0520
2026-02-04 2025-12-31 13F NEXTERA ENERGY COM 65339F101 8,788 1,197 15.77 737 19.29 0.0412
2026-02-04 2025-09-30 13F/A-1 NEXTERA ENERGY COM 65339F101 7,591 -375 -4.71 618 9.98 0.0335
2025-10-28 2025-09-30 13F NEXTERA ENERGY COM 65339F101 4,846 -375 401 0.0282
2026-02-04 2025-06-30 13F/A-1 NEXTERA ENERGY COM 65339F101 7,966 2,753 52.81 562 52.03 0.0326
2025-08-07 2025-06-30 13F NEXTERA ENERGY COM 65339F101 5,221 8 371 0.0302
2025-05-05 2025-03-31 13F NEXTERA ENERGY COM 65339F101 5,213 -2,923 -35.93 370 -36.71 0.0318
2025-02-05 2024-12-31 13F NEXTERA ENERGY COM 65339F101 8,136 570 7.53 583 -8.76 0.0361
2024-11-12 2024-09-30 13F NEXTERA ENERGY COM 65339F101 7,566 66 0.88 640 20.34 0.0390
2024-07-24 2024-06-30 13F NEXTERA ENERGY COM 65339F101 7,500 2,397 46.97 531 46.28 0.1560
2024-05-09 2024-03-31 13F NEXTERA ENERGY COM 65339F101 5,103 -3,606 -41.41 364 -31.25 0.0294
2024-02-14 2023-12-31 13F NEXTERA ENERGY COM 65339F101 8,709 -782 -8.24 529 -2.76 0.0425
2023-11-01 2023-09-30 13F NEXTERA ENERGY COM 65339F101 9,491 -1,769 -15.71 544 -34.97 0.0552
2023-08-10 2023-06-30 13F NEXTERA ENERGY COM 65339F101 11,260 2,414 27.29 836 22.61 0.0686
2023-05-12 2023-03-31 13F NEXTERA ENERGY COM 65339F101 8,846 -774 -8.05 682 -15.30 0.0691
2023-02-08 2022-12-31 13F NEXTERA ENERGY COM 65339F101 9,620 -118 -1.21 804 5.24 0.0713
2022-11-14 2022-09-30 13F NEXTERA ENERGY COM 65339F101 9,738 848 9.54 764 9.30 0.0729
2022-08-10 2022-06-30 13F NEXTERA ENERGY COM 65339F101 8,890 -23 -0.26 699 -7.42 0.0646
2022-05-12 2022-03-31 13F NEXTERA ENERGY COM 65339F101 8,913 994 12.55 755 2.17 0.0580
2022-02-10 2021-12-31 13F NEXTERA ENERGY COM 65339F101 7,919 1,204 17.93 739 40.23 0.0584
2021-11-03 2021-09-30 13F NEXTERA ENERGY COM 65339F101 6,715 1,847 37.94 527 47.62 0.0478
2021-08-04 2021-06-30 13F NEXTERA ENERGY COM 65339F101 4,868 -1,309 -21.19 357 -23.55 0.0331
2021-04-23 2021-03-31 13F NEXTERA ENERGY COM 65339F101 6,177 -626 -9.20 467 -11.05 0.0465
2021-01-22 2020-12-31 13F NEXTERA ENERGY COM 65339F101 6,803 6,803 525 0.0599
2020-10-16 2020-09-30 13F NEXTERA ENERGY COM 65339F101 0 -1,336 -100.00 0 -100.00
2020-07-21 2020-06-30 13F NEXTERA ENERGY COM 65339F101 1,336 0 0.00 321 0.00 0.0449
2020-04-16 2020-03-31 13F NEXTERA ENERGY COM 65339F101 1,336 0 0.00 321 -0.93 0.0087
2020-01-23 2019-12-31 13F NEXTERA ENERGY COM 65339F101 1,336 0 0.00 324 4.18 0.0560
2019-10-15 2019-09-30 13F NEXTERA ENERGY COM 65339F101 1,336 6 0.45 311 14.34 0.0582
2019-07-18 2019-06-30 13F NEXTERA ENERGY COM 65339F101 1,330 0 0.00 272 5.84 0.0541
2019-04-17 2019-03-31 13F NEXTERA ENERGY COM 65339F101 1,330 -23 -1.70 257 9.36 0.0554
2019-01-30 2018-12-31 13F NEXTERA ENERGY COM 65339F101 1,353 1,353 235 0.0604
2018-07-25 2018-06-30 13F/A-1 NEXTERA ENERGY COM 65339F101 0 -1,241 -100.00 0 -100.00
2018-04-16 2018-03-31 13F NEXTERA ENERGY COM 65339F101 1,241 1,241 203 0.0513
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.