NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionOutlook Wealth Advisors, LLC
Latest Disclosed Ownership5,047 shares
Latest Disclosed Value $ 466,165
Outlook Wealth Advisors, LLC reports 1.89% decrease in ownership of NEE / NextEra Energy, Inc.

On April 17, 2026 - Outlook Wealth Advisors, LLC filed a 13F-HR form disclosing ownership of 5,047 shares of NextEra Energy, Inc. (MX:NEE) valued at $466,165 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 5,144 shares of NextEra Energy, Inc.. This represents a change in shares of -1.89% 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)
2026-04-17 2026-03-31 13F NEXTERA ENERGY COM 65339F101 5,047 -97 -1.89 466 13.11 0.1128
2026-02-11 2025-12-31 13F NEXTERA ENERGY COM 65339F101 5,144 2,157 72.21 413 83.11 0.0934
2025-10-30 2025-09-30 13F NEXTERA ENERGY COM 65339F101 2,987 44 1.50 225 10.29 0.0562
2025-08-11 2025-06-30 13F NEXTERA ENERGY COM 65339F101 2,943 0 0.00 204 -1.92 0.0525
2025-04-14 2025-03-31 13F NEXTERA ENERGY COM 65339F101 2,943 -5,301 -64.30 209 -64.81 0.0580
2025-01-14 2024-12-31 13F NEXTERA ENERGY COM 65339F101 8,244 -2 -0.02 591 -15.21 0.1697
2024-10-23 2024-09-30 13F NEXTERA ENERGY COM 65339F101 8,246 -75 -0.90 697 18.34 0.2002
2024-07-18 2024-06-30 13F NEXTERA ENERGY COM 65339F101 8,321 -74 -0.88 589 9.89 0.1839
2024-04-22 2024-03-31 13F NEXTERA ENERGY COM 65339F101 8,395 -3,080 -26.84 536 -22.99 0.1657
2024-01-29 2023-12-31 13F NEXTERA ENERGY COM 65339F101 11,475 -1,405 -10.91 697 -5.56 0.2438
2023-10-10 2023-09-30 13F NEXTERA ENERGY COM 65339F101 12,880 300 2.38 738 -21.01 0.2818
2023-07-10 2023-06-30 13F NEXTERA ENERGY COM 65339F101 12,580 -434 -3.33 933 -6.98 0.3529
2023-04-18 2023-03-31 13F NEXTERA ENERGY COM 65339F101 13,014 23 0.18 1,003 -7.64 0.4461
2023-02-14 2022-12-31 13F NEXTERA ENERGY COM 65339F101 12,991 2,662 25.77 1,086 34.24 0.5156
2022-10-25 2022-09-30 13F NEXTERA ENERGY COMMON STOCK 65339F101 10,329 -137 -1.31 809 -0.25 0.3627
2022-07-28 2022-06-30 13F NEXTERA ENERGY COMMON STOCK 65339F101 10,466 71 0.68 811 -7.95 0.3318
2022-07-28 2022-03-31 13F/A-1 NEXTERA ENERGY Commom Stock 65339F101 10,395 -64 -0.61 881 -9.73 0.2946
2022-05-13 2022-03-31 13F NEXTERA ENERGY COM 65339F101 7,930 -2,529 672 0.2342
2022-01-21 2021-12-31 13F NextEra Energy COMMON STOCK 65339F101 10,459 53 0.51 976 19.46 0.2867
2021-10-22 2021-09-30 13F NextEra Energy COM 65339F101 10,406 91 0.88 817 8.07 0.2672
2021-07-21 2021-06-30 13F NextEra Energy COMMON STOCK 65339F101 10,315 -998 -8.82 756 -11.58 0.2417
2021-05-04 2021-03-31 13F NextEra Energy COM 65339F101 11,313 1,228 12.18 855 9.90 0.2972
2021-02-04 2020-12-31 13F NextEra Energy COMMON STOCK 65339F101 10,085 7,615 308.30 778 13.58 0.2833
2020-11-10 2020-09-30 13F NextEra Energy COM 65339F101 2,470 251 11.31 685 28.52 0.2723
2020-07-17 2020-06-30 13F NextEra Energy COM 65339F101 2,219 -104 -4.48 533 -4.65 0.2259
2020-04-16 2020-03-31 13F NextEra Energy COM 65339F101 2,323 568 32.36 559 31.53 0.3156
2020-02-12 2019-12-31 13F NextEra Energy COM 65339F101 1,755 46 2.69 425 6.78 0.2395
2019-10-17 2019-09-30 13F NextEra Energy COM 65339F101 1,709 56 3.39 398 17.40 0.2371
2019-08-15 2019-06-30 13F NextEra Energy COM 65339F101 1,653 88 5.62 339 11.88 0.2235
2019-05-06 2019-03-31 13F NextEra Energy COM 65339F101 1,565 1,426 1,025.90 303 25.21 0.2496
2019-02-13 2018-12-31 13F NextEra Energy COM 65339F101 139 139 242 0.1103
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.