NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionPinnacle Bancorp, Inc.
Latest Disclosed Ownership5,125 shares
Latest Disclosed Value $ 476,010
Pinnacle Bancorp, Inc. reports 6.66% increase in ownership of NEE / NextEra Energy, Inc.

On April 22, 2026 - Pinnacle Bancorp, Inc. filed a 13F-HR form disclosing ownership of 5,125 shares of NextEra Energy, Inc. (MX:NEE) valued at $476,010 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 22, 2026 disclosing 4,805 shares of NextEra Energy, Inc.. This represents a change in shares of 6.66% 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)
2026-04-22 2026-03-31 13F Nextera Energy Inc FPL COM 65339F101 5,125 320 6.66 476 23.64 0.1405
2026-01-22 2025-12-31 13F Nextera Energy Inc FPL COM 65339F101 4,805 0 0.00 386 6.35 0.1131
2025-10-24 2025-09-30 13F Nextera Energy Inc FPL COM 65339F101 4,805 344 7.71 363 17.15 0.1071
2025-07-11 2025-06-30 13F Nextera Energy Inc FPL COM 65339F101 4,461 100 2.29 310 0.00 0.0956
2025-04-23 2025-03-31 13F Nextera Energy Inc FPL COM 65339F101 4,361 -350 -7.43 309 -8.31 0.1008
2025-01-14 2024-12-31 13F Nextera Energy Inc COM 65339F101 4,711 0 0.00 338 -15.33 0.1098
2024-10-09 2024-09-30 13F Nextera Energy Inc COM 65339F101 4,711 200 4.43 398 24.76 0.1065
2024-07-15 2024-06-30 13F Nextera Energy Inc COM 65339F101 4,511 151 3.46 319 14.75 0.0943
2024-04-16 2024-03-31 13F Nextera Energy Inc COM 65339F101 4,360 0 0.00 279 5.30 0.0824
2024-01-25 2023-12-31 13F Nextera Energy Inc COM 65339F101 4,360 591 15.68 265 22.79 0.0867
2023-10-18 2023-09-30 13F Nextera Energy Inc COM 65339F101 3,769 -4,305 -53.32 216 -64.11 0.0767
2023-07-14 2023-06-30 13F Nextera Energy Inc COM 65339F101 8,074 0 0.00 599 -3.70 0.2048
2023-04-14 2023-03-31 13F Nextera Energy Inc COM 65339F101 8,074 -200 -2.42 622 0.2284
2023-01-24 2022-12-31 13F Nextera Energy Inc COM 65339F101 8,274 -79 -0.95 1 -100.00 0.2662
2022-10-25 2022-09-30 13F Nextera Energy Inc COM 65339F101 8,353 261 3.23 655 4.47 0.2829
2022-07-12 2022-06-30 13F Nextera Energy Inc COM 65339F101 8,092 4,800 145.81 627 124.73 0.2580
2022-04-14 2022-03-31 13F Nextera Energy Inc COM 65339F101 3,292 149 4.74 279 -4.78 0.0968
2022-01-19 2021-12-31 13F Nextera Energy Inc COM 65339F101 3,143 0 0.00 293 18.62 0.1036
2021-10-12 2021-09-30 13F Nextera Energy Inc COM 65339F101 3,143 147 4.91 247 12.27 0.0988
2021-07-15 2021-06-30 13F Nextera Energy Inc COM 65339F101 2,996 0 0.00 220 -3.08 0.1004
2021-04-26 2021-03-31 13F Nextera Energy Inc COM 65339F101 2,996 -1,880 -38.56 227 -39.63 0.1100
2021-01-13 2020-12-31 13F Nextera Energy Inc COM 65339F101 4,876 3,657 300.00 376 11.24 0.2316
2020-10-13 2020-09-30 13F Nextera Energy Inc COM 65339F101 1,219 0 0.00 338 15.36 0.2382
2020-07-07 2020-06-30 13F Nextera Energy Inc COM 65339F101 1,219 0 0.00 293 0.00 0.2179
2020-04-09 2020-03-31 13F Nextera Energy Inc COM 65339F101 1,219 95 8.45 293 7.72 0.2503
2020-01-10 2019-12-31 13F Nextera Energy Inc COM 65339F101 1,124 -56 -4.75 272 -1.09 0.1885
2019-10-08 2019-09-30 13F Nextera Energy Inc COM 65339F101 1,180 0 0.00 275 13.64 0.1570
2019-07-08 2019-06-30 13F Nextera Energy Inc COM 65339F101 1,180 0 0.00 242 6.14 0.1360
2019-04-05 2019-03-31 13F Nextera Energy Inc COM 65339F101 1,180 0 0.00 228 11.22 0.1322
2019-03-20 2018-12-31 13F Nextera Energy Inc COM 65339F101 1,180 -74 -5.90 205 27.33 0.1261
2017-04-17 2017-03-31 13F Nextera Energy Inc COM 65339F101 1,254 1,254 161 0.1138
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.