NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionPerigon Wealth Management, LLC
Latest Disclosed Ownership117,628 shares
Latest Disclosed Value $ 10,925,252
Perigon Wealth Management, LLC reports 1.62% increase in ownership of NEE / NextEra Energy, Inc.

On April 10, 2026 - Perigon Wealth Management, LLC filed a 13F-HR form disclosing ownership of 117,628 shares of NextEra Energy, Inc. (MX:NEE) valued at $10,925,252 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 16, 2026 disclosing 115,757 shares of NextEra Energy, Inc.. This represents a change in shares of 1.62% 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)
2026-04-10 2026-03-31 13F NEXTERA ENERGY COM 65339F101 117,628 1,871 1.62 10,925 17.57 0.1982
2026-01-16 2025-12-31 13F NEXTERA ENERGY COM 65339F101 115,757 -14,150 -10.89 9,293 -5.24 0.1662
2025-10-17 2025-09-30 13F NEXTERA ENERGY COM 65339F101 129,907 59,948 85.69 9,807 101.94 0.2000
2025-07-16 2025-06-30 13F NEXTERA ENERGY COM 65339F101 69,959 1,790 2.63 4,857 0.50 0.1134
2025-04-23 2025-03-31 13F NEXTERA ENERGY COM 65339F101 68,169 1,440 2.16 4,832 1.47 0.1241
2025-01-22 2024-12-31 13F NEXTERA ENERGY COM 65339F101 66,729 15,293 29.73 4,762 9.55 0.1170
2024-10-16 2024-09-30 13F NEXTERA ENERGY COM 65339F101 51,436 -1,312 -2.49 4,348 16.39 0.1148
2024-08-02 2024-06-30 13F NEXTERA ENERGY COM 65339F101 52,748 -9,209 -14.86 3,735 -5.66 0.1082
2024-04-29 2024-03-31 13F NEXTERA ENERGY COM 65339F101 61,957 -15,870 -20.39 3,960 -16.25 0.1200
2024-01-29 2023-12-31 13F NEXTERA ENERGY COM 65339F101 77,827 2,639 3.51 4,727 9.75 0.1546
2023-10-30 2023-09-30 13F NEXTERA ENERGY COM 65339F101 75,188 2,970 4.11 4,308 -19.62 0.1746
2023-08-02 2023-06-30 13F/A-1 NEXTERA ENERGY COM 65339F101 72,218 36,961 104.83 5,359 97.20 0.2105
2023-08-02 2023-06-30 13F NEXTERA ENERGY COM 65339F101 72,218 36,961 5,359 0.2105
2023-05-03 2023-03-31 13F NEXTERA ENERGY COM 65339F101 35,257 263 0.75 2,718 -7.11 0.1545
2023-05-01 2022-12-31 13F/A-1 NEXTERA ENERGY COM 65339F101 34,994 2,950 9.21 2,925 16.39 0.1813
2023-02-14 2022-12-31 13F NEXTERA ENERGY COM 65339F101 34,994 2,925
2022-12-13 2022-09-30 13F NEXTERA ENERGY COM 65339F101 32,044 1,235 4.01 2,513 5.32 0.2172
2022-08-11 2022-06-30 13F NEXTERA ENERGY COM 65339F101 30,809 717 2.38 2,386 -6.39 0.1994
2022-05-16 2022-03-31 13F NEXTERA ENERGY COM 65339F101 30,092 -981 -3.16 2,549 -12.13 0.1801
2022-02-11 2021-12-31 13F NEXTERA ENERGY COM 65339F101 31,073 3,687 13.46 2,901 34.93 0.2075
2021-11-01 2021-09-30 13F/A-1 NEXTERA ENERGY COM 65339F101 27,386 -906 -3.20 2,150 3.71 0.1866
2021-07-19 2021-06-30 13F NEXTERA ENERGY COM 65339F101 28,292 -2,555 -8.28 2,073 -11.11 0.1843
2021-05-17 2021-03-31 13F NEXTERA ENERGY COM 65339F101 30,847 805 2.68 2,332 0.60 0.2378
2021-01-28 2020-12-31 13F NEXTERA ENERGY COM 65339F101 30,042 22,808 315.29 2,318 15.44 0.2693
2020-11-03 2020-09-30 13F NEXTERA ENERGY COM 65339F101 7,234 315 4.55 2,008 20.82 0.2807
2020-07-29 2020-06-30 13F NEXTERA ENERGY COM 65339F101 6,919 122 1.79 1,662 -0.30 0.2635
2020-04-17 2020-03-31 13F NEXTERA ENERGY COM 65339F101 6,797 1,731 34.17 1,667 36.19 0.3103
2020-01-13 2019-12-31 13F NEXTERA ENERGY COM 65339F101 5,066 148 3.01 1,224 9.38 0.2498
2019-10-25 2019-09-30 13F NEXTERA ENERGY COM 65339F101 4,918 56 1.15 1,119 12.35 0.2628
2019-08-05 2019-06-30 13F NEXTERA ENERGY COM 65339F101 4,862 -41 -0.84 996 6.64 0.2332
2019-05-15 2019-03-31 13F Nextera Energy COM 65339F101 4,903 80 1.66 934 11.19 0.2172
2019-02-11 2018-12-31 13F Nextera Energy COM 65339F101 4,823 -2,503 -34.17 840 -31.60 0.2144
2018-11-13 2018-09-30 13F Nextera Energy COM 65339F101 7,326 4,303 142.34 1,228 143.17 0.3025
2018-08-09 2018-06-30 13F/A-2 Nextera Energy COM 65339F101 3,023 1,037 52.22 505 55.86 0.1518
2018-08-08 2018-06-30 13F/A-1 Nextera Energy COM 65339F101 1,986 0 324 0.1306
2018-08-07 2018-06-30 13F Nextera Energy COM 65339F101 1,986 0 324 0.1306
2018-05-14 2018-03-31 13F Nextera Energy COM 65339F101 1,986 -17 -0.85 324 3.51 0.1194
2018-02-14 2017-12-31 13F Nextera Energy COM 65339F101 2,003 -1,989 -49.82 313 -46.50 0.1168
2017-12-05 2017-09-30 13F Nextera Energy COM 65339F101 3,992 -1,909 -32.35 585 -29.26 0.1898
2017-09-12 2017-06-30 13F Nextera Energy COM 65339F101 5,901 496 9.18 827 19.16 0.1799
2017-06-05 2017-03-31 13F Nextera Energy COM 65339F101 5,405 -52 -0.95 694 -3.48 0.1473
2017-03-07 2016-12-31 13F Nextera Energy COM 65339F101 5,457 -186 -3.30 719 4.20 0.1570
2016-11-16 2016-09-30 13F Nextera Energy COM 65339F101 5,643 214 3.94 690 -2.54 0.1772
2016-08-19 2016-06-30 13F Nextera Energy COM 65339F101 5,429 489 9.90 708 10.28 0.1882
2016-06-03 2016-03-31 13F Nextera Energy COM 65339F101 4,940 0 0.00 642 25.15 0.2005
2016-03-04 2015-12-31 13F Nextera Energy COM 65339F101 4,940 1,700 52.47 513 62.34 0.1416
2015-12-02 2015-09-30 13F Nextera Energy COM 65339F101 3,240 0 0.00 316 -0.63 0.0938
2015-08-31 2015-06-30 13F Nextera Energy COM 65339F101 3,240 0 0.00 318 -5.64 0.0837
2015-05-11 2015-03-31 13F Nextera Energy COM 65339F101 3,240 95 3.02 337 0.90 0.0924
2015-02-18 2014-12-31 13F Nextera Energy COM 65339F101 3,145 350 12.52 334 27.48 0.1003
2014-11-17 2014-09-30 13F Nextera Energy COM 65339F101 2,795 -920 -24.76 262 -31.23 0.0780
2014-08-12 2014-06-30 13F Nextera Energy COM 65339F101 3,715 0 0.00 381 7.32 0.1086
2014-05-12 2014-03-31 13F Nextera Energy COM 65339F101 3,715 600 19.26 355 33.46 0.1955
2014-02-18 2013-12-31 13F Nextera Energy COM 65339F101 3,115 -28,929 -90.28 266 -89.42 0.1475
2022-11-14 2011-09-30 13F NEXTERA ENERGY COM 65339F101 32,044 32,044 2,513 0.2172
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.