NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionParadigm Financial Partners, Llc
Latest Disclosed Ownership25,578 shares
Latest Disclosed Value $ 2,375,685
Paradigm Financial Partners, Llc reports 28.30% decrease in ownership of NEE / NextEra Energy, Inc.

On April 21, 2026 - Paradigm Financial Partners, Llc filed a 13F-HR form disclosing ownership of 25,578 shares of NextEra Energy, Inc. (MX:NEE) valued at $2,375,685 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 35,672 shares of NextEra Energy, Inc.. This represents a change in shares of -28.30% 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)
2026-04-21 2026-03-31 13F NEXTERA ENERGY COM 65339F101 25,578 -10,094 -28.30 2,376 -17.05 0.4294
2026-01-26 2025-12-31 13F NEXTERA ENERGY COM 65339F101 35,672 -3,379 -8.65 2,864 -2.85 0.2882
2025-11-12 2025-09-30 13F NEXTERA ENERGY COM 65339F101 39,051 -24,366 -38.42 2,948 -33.05 0.3010
2025-07-17 2025-06-30 13F NEXTERA ENERGY COM 65339F101 63,417 -5,475 -7.95 4,402 -9.85 0.4779
2025-05-13 2025-03-31 13F NEXTERA ENERGY COM 65339F101 68,892 -3,225 -4.47 4,884 -5.55 0.6062
2025-02-13 2024-12-31 13F NEXTERA ENERGY COM 65339F101 72,117 3,146 4.56 5,170 0.98 0.6527
2024-11-14 2024-09-30 13F NEXTERA ENERGY COM 65339F101 68,971 -3,657 -5.04 5,120 -0.43 0.7135
2024-08-14 2024-06-30 13F NEXTERA ENERGY COM 65339F101 72,628 3,674 5.33 5,143 16.70 0.7662
2024-05-15 2024-03-31 13F NEXTERA ENERGY COM 65339F101 68,954 5,497 8.66 4,407 14.32 0.9485
2024-02-05 2023-12-31 13F NEXTERA ENERGY COM 65339F101 63,457 15,520 32.38 3,854 52.33 0.9348
2023-10-12 2023-09-30 13F NEXTERA ENERGY COM 65339F101 47,937 240 0.50 2,530 -28.51 0.6971
2023-07-13 2023-06-30 13F NEXTERA ENERGY COM 65339F101 47,697 -1,079 -2.21 3,539 -5.85 0.9577
2023-04-12 2023-03-31 13F NEXTERA ENERGY COM 65339F101 48,776 1,666 3.54 3,760 -4.59 1.0159
2023-01-27 2022-12-31 13F NEXTERA ENERGY COM 65339F101 47,110 942 2.04 3,941 8.15 1.1476
2022-11-09 2022-09-30 13F NEXTERA ENERGY COM 65339F101 46,168 704 1.55 3,643 -0.30 1.1296
2022-07-27 2022-06-30 13F NEXTERA ENERGY COM 65339F101 45,464 -5,398 -10.61 3,654 -16.94 1.0967
2022-05-16 2022-03-31 13F NEXTERA ENERGY COM 65339F101 50,862 7,362 16.92 4,399 8.32 0.9766
2022-02-18 2021-12-31 13F/A-1 NEXTERA ENERGY COM 65339F101 43,500 998 2.35 4,061 18.09 0.8518
2022-02-10 2021-12-31 13F NEXTERA ENERGY COM 65339F101 303,389 260,887 25,724 0.7995
2021-11-15 2021-09-30 13F NEXTERA ENERGY COM 65339F101 42,502 -146 -0.34 3,439 10.05 0.8165
2021-08-12 2021-06-30 13F NEXTERA ENERGY COM 65339F101 42,648 1,352 3.27 3,125 0.10 0.7793
2021-05-14 2021-03-31 13F NEXTERA ENERGY COM 65339F101 41,296 1,874 4.75 3,122 -0.13 0.8444
2021-02-12 2020-12-31 13F NEXTERA ENERGY COM 65339F101 39,422 29,751 307.63 3,126 16.47 0.9028
2020-11-10 2020-09-30 13F NEXTERA ENERGY COM 65339F101 9,671 197 2.08 2,684 14.70 0.9483
2020-08-14 2020-06-30 13F NEXTERA ENERGY COM 65339F101 9,474 604 6.81 2,340 12.99 0.9263
2020-05-08 2020-03-31 13F NEXTERA ENERGY COM 65339F101 8,870 -933 -9.52 2,071 -12.76 1.0652
2020-01-29 2019-12-31 13F NEXTERA ENERGY COM 65339F101 9,803 61 0.63 2,374 4.44 0.9229
2019-11-14 2019-09-30 13F NEXTERA ENERGY COM 65339F101 9,742 628 6.89 2,273 21.75 1.0423
2019-08-14 2019-06-30 13F NEXTERA ENERGY COM 65339F101 9,114 124 1.38 1,867 7.42 0.8319
2019-05-15 2019-03-31 13F NEXTERA ENERGY COM 65339F101 8,990 443 5.18 1,738 16.96 0.8113
2019-02-12 2018-12-31 13F NEXTERA ENERGY COM 65339F101 8,547 8,547 1,486 0.9016
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.