NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionPDS Planning, Inc
Latest Disclosed Ownership20,664 shares
Latest Disclosed Value $ 1,919,270
PDS Planning, Inc reports 1.28% increase in ownership of NEE / NextEra Energy, Inc.

On April 21, 2026 - PDS Planning, Inc filed a 13F-HR form disclosing ownership of 20,664 shares of NextEra Energy, Inc. (MX:NEE) valued at $1,919,270 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 20,402 shares of NextEra Energy, Inc.. This represents a change in shares of 1.28% 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)
2026-04-21 2026-03-31 13F NEXTERA ENERGY COM 65339F101 20,664 262 1.28 1,919 17.23 0.1266
2026-01-26 2025-12-31 13F NEXTERA ENERGY COM 65339F101 20,402 -707 -3.35 1,638 2.76 0.1094
2025-10-21 2025-09-30 13F NEXTERA ENERGY COM 65339F101 21,109 -396 -1.84 1,594 6.77 0.1102
2025-07-24 2025-06-30 13F NEXTERA ENERGY COM 65339F101 21,505 5,935 38.12 1,493 35.27 0.1113
2025-04-24 2025-03-31 13F NEXTERA ENERGY COM 65339F101 15,570 1,599 11.45 1,104 10.19 0.0930
2025-02-10 2024-12-31 13F NEXTERA ENERGY COM 65339F101 13,971 667 5.01 1,002 -10.94 0.0890
2024-10-30 2024-09-30 13F NEXTERA ENERGY COM 65339F101 13,304 470 3.66 1,125 23.79 0.1008
2024-08-08 2024-06-30 13F NEXTERA ENERGY COM 65339F101 12,834 -366 -2.77 909 7.71 0.0917
2024-05-01 2024-03-31 13F NEXTERA ENERGY COM 65339F101 13,200 1,625 14.04 844 19.91 0.0886
2024-02-01 2023-12-31 13F NEXTERA ENERGY COM 65339F101 11,575 -924 -7.39 703 -1.82 0.0801
2023-10-23 2023-09-30 13F NEXTERA ENERGY COM 65339F101 12,499 -1,738 -12.21 716 -32.20 0.0926
2023-07-21 2023-06-30 13F NEXTERA ENERGY COM 65339F101 14,237 1,393 10.85 1,056 6.67 0.1351
2023-05-02 2023-03-31 13F NEXTERA ENERGY COM 65339F101 12,844 2,750 27.24 990 17.44 0.1365
2023-01-27 2022-12-31 13F NEXTERA ENERGY COM 65339F101 10,094 -34 -0.34 844 6.17 0.1349
2022-11-02 2022-09-30 13F NEXTERA ENERGY COM 65339F101 10,128 -148 -1.44 794 -0.25 0.1445
2022-07-15 2022-06-30 13F NEXTERA ENERGY COM 65339F101 10,276 1,005 10.84 796 1.40 0.1441
2022-04-18 2022-03-31 13F NEXTERA ENERGY COM 65339F101 9,271 -511 -5.22 785 -14.02 0.1381
2022-01-25 2021-12-31 13F NEXTERA ENERGY COM 65339F101 9,782 -1,106 -10.16 913 6.78 0.1747
2021-10-22 2021-09-30 13F NEXTERA ENERGY COM 65339F101 10,888 1,056 10.74 855 18.75 0.1973
2021-07-26 2021-06-30 13F NEXTERA ENERGY COM 65339F101 9,832 -1,723 -14.91 720 -17.62 0.1753
2021-04-20 2021-03-31 13F NEXTERA ENERGY COM 65339F101 11,555 1,766 18.04 874 15.76 0.2537
2021-01-21 2020-12-31 13F NEXTERA ENERGY COM 65339F101 9,789 7,175 274.48 755 3.99 0.2591
2020-10-19 2020-09-30 13F NEXTERA ENERGY COM 65339F101 2,614 -402 -13.33 726 0.28 0.2957
2020-08-11 2020-06-30 13F NEXTERA ENERGY COM 65339F101 3,016 63 2.13 724 1.83 0.3281
2020-04-20 2020-03-31 13F NEXTERA ENERGY COM 65339F101 2,953 62 2.14 711 1.57 0.4538
2020-02-07 2019-12-31 13F NEXTERA ENERGY COM 65339F101 2,891 -285 -8.97 700 -5.41 0.4417
2019-10-28 2019-09-30 13F NEXTERA ENERGY COM 65339F101 3,176 18 0.57 740 14.37 0.5136
2019-08-14 2019-06-30 13F NEXTERA ENERGY COM 65339F101 3,158 65 2.10 647 8.19 0.4812
2019-04-19 2019-03-31 13F NEXTERA ENERGY COM 65339F101 3,093 -142 -4.39 598 6.41 0.4647
2019-02-08 2018-12-31 13F NEXTERA ENERGY COM 65339F101 3,235 -64 -1.94 562 1.63 0.4829
2018-11-02 2018-09-30 13F NEXTERA ENERGY COM 65339F101 3,299 98 3.06 553 3.36 0.4733
2018-07-26 2018-06-30 13F NEXTERA ENERGY COM 65339F101 3,201 0 0.00 535 2.29 0.5276
2018-05-03 2018-03-31 13F NEXTERA ENERGY COM 65339F101 3,201 -330 -9.35 523 -5.25 0.5284
2018-02-13 2017-12-31 13F NEXTERA ENERGY COM 65339F101 3,531 3,531 552 0.5590
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.