NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionPittenger & Anderson Inc
Latest Disclosed Ownership22,725 shares
Latest Disclosed Value $ 2,110,698
Pittenger & Anderson Inc reports 0.76% decrease in ownership of NEE / NextEra Energy, Inc.

On May 1, 2026 - Pittenger & Anderson Inc filed a 13F-HR form disclosing ownership of 22,725 shares of NextEra Energy, Inc. (MX:NEE) valued at $2,110,698 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 22,900 shares of NextEra Energy, Inc.. This represents a change in shares of -0.76% 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)
2026-05-01 2026-03-31 13F NEXTERA ENERGY COM 65339F101 22,725 -175 -0.76 2,111 14.80 0.0840
2026-02-02 2025-12-31 13F NEXTERA ENERGY COM 65339F101 22,900 0 0.00 1,838 6.37 0.0707
2025-11-03 2025-09-30 13F NEXTERA ENERGY COM 65339F101 22,900 763 3.45 1,729 12.50 0.0634
2025-07-30 2025-06-30 13F NEXTERA ENERGY COM 65339F101 22,137 2,878 14.94 1,537 12.53 0.0562
2025-05-01 2025-03-31 13F NEXTERA ENERGY COM 65339F101 19,259 -83,093 -81.18 1,365 -81.40 0.0500
2025-01-31 2024-12-31 13F NEXTERA ENERGY COM 65339F101 102,352 86,750 556.02 7,338 456.68 0.2665
2024-10-30 2024-09-30 13F NEXTERA ENERGY COM 65339F101 15,602 1,625 11.63 1,319 33.27 0.0494
2024-08-09 2024-06-30 13F NEXTERA ENERGY COM 65339F101 13,977 0 0.00 990 10.75 0.0407
2024-05-02 2024-03-31 13F NEXTERA ENERGY COM 65339F101 13,977 -800 -5.41 893 -0.45 0.0363
2024-02-02 2023-12-31 13F NEXTERA ENERGY COM 65339F101 14,777 -167,954 -91.91 898 -91.43 0.0402
2023-11-02 2023-09-30 13F NEXTERA ENERGY COM 65339F101 182,731 -28,274 -13.40 10,469 -33.14 0.5280
2023-08-09 2023-06-30 13F NEXTERA ENERGY COM 65339F101 211,005 3,522 1.70 15,657 -2.10 0.7531
2023-05-10 2023-03-31 13F NEXTERA ENERGY COM 65339F101 207,483 15,271 7.94 15,993 -0.47 0.8263
2023-02-10 2022-12-31 13F NEXTERA ENERGY COM 65339F101 192,212 21,566 12.64 16,069 20.09 0.8832
2022-11-15 2022-09-30 13F NEXTERA ENERGY COM 65339F101 170,646 18,741 12.34 13,380 13.71 0.8037
2022-07-14 2022-06-30 13F NEXTERA ENERGY COM 65339F101 151,905 33,947 28.78 11,767 17.76 0.6868
2022-04-28 2022-03-31 13F NEXTERA ENERGY COM 65339F101 117,958 1,270 1.09 9,992 -8.28 0.4901
2022-02-10 2021-12-31 13F NEXTERA ENERGY COM 65339F101 116,688 2,450 2.14 10,894 21.45 0.5032
2021-11-12 2021-09-30 13F NEXTERA ENERGY COM 65339F101 114,238 50 0.04 8,970 7.19 0.4500
2021-08-13 2021-06-30 13F NEXTERA ENERGY COM 65339F101 114,188 -2,025 -1.74 8,368 -4.77 0.4286
2021-05-12 2021-03-31 13F NEXTERA ENERGY COM 65339F101 116,213 125 0.11 8,787 -1.89 0.4739
2021-02-11 2020-12-31 13F NEXTERA ENERGY COM 65339F101 116,088 87,066 300.00 8,956 11.19 0.5080
2020-11-10 2020-09-30 13F NEXTERA ENERGY COM 65339F101 29,022 12 0.04 8,055 15.62 0.5144
2020-08-13 2020-06-30 13F NEXTERA ENERGY COM 65339F101 29,010 0 0.00 6,967 -0.19 0.4901
2020-04-30 2020-03-31 13F NEXTERA ENERGY COM 65339F101 29,010 5 0.02 6,980 -0.63 0.5932
2020-02-12 2019-12-31 13F NEXTERA ENERGY COM 65339F101 29,005 -45 -0.15 7,024 3.78 0.4698
2019-11-14 2019-09-30 13F NEXTERA ENERGY COM 65339F101 29,050 60 0.21 6,768 13.96 0.4880
2019-08-09 2019-06-30 13F NEXTERA ENERGY COM 65339F101 28,990 25 0.09 5,939 6.05 0.4444
2019-05-10 2019-03-31 13F NEXTERA ENERGY COM 65339F101 28,965 0 0.00 5,600 11.22 0.4380
2019-02-14 2018-12-31 13F NEXTERA ENERGY COM 65339F101 28,965 -210 -0.72 5,035 2.97 0.4623
2018-10-12 2018-09-30 13F NEXTERA ENERGY COM 65339F101 29,175 1,500 5.42 4,890 5.78 0.3858
2018-08-15 2018-06-30 13F NEXTERA ENERGY COM 65339F101 27,675 -25 -0.09 4,623 2.19 0.3953
2018-05-08 2018-03-31 13F NEXTERA ENERGY COM 65339F101 27,700 -272 -0.97 4,524 3.55 0.3962
2018-02-13 2017-12-31 13F NEXTERA ENERGY COM 65339F101 27,972 272 0.98 4,369 7.64 0.3823
2017-11-13 2017-09-30 13F NEXTERA ENERGY COM 65339F101 27,700 -25 -0.09 4,059 4.48 0.3682
2017-08-10 2017-06-30 13F NEXTERA ENERGY COM 65339F101 27,725 295 1.08 3,885 10.34 0.3712
2017-05-15 2017-03-31 13F NEXTERA ENERGY COM 65339F101 27,430 -110 -0.40 3,521 7.02 0.3538
2017-02-16 2016-12-31 13F NEXTERA ENERGY COM 65339F101 27,540 -975 -3.42 3,290 -5.68 0.3499
2016-11-14 2016-09-30 13F NEXTERA ENERGY COM 65339F101 28,515 -335 -1.16 3,488 -7.28 0.3871
2016-08-09 2016-06-30 13F NEXTERA ENERGY COM 65339F101 28,850 -210 -0.72 3,762 9.39 0.4149
2016-05-13 2016-03-31 13F NEXTERA ENERGY COM 65339F101 29,060 -25 -0.09 3,439 13.80 0.3999
2016-02-10 2015-12-31 13F NEXTERA ENERGY COM 65339F101 29,085 50 0.17 3,022 6.71 0.3785
2015-11-10 2015-09-30 13F NEXTERA ENERGY COM 65339F101 29,035 0 0.00 2,832 -0.49 0.3743
2015-08-14 2015-06-30 13F NEXTERA ENERGY COM 65339F101 29,035 -350 -1.19 2,846 -6.93 0.3652
2015-05-12 2015-03-31 13F NEXTERA ENERGY COM 65339F101 29,385 -250 -0.84 3,058 -2.92 0.3939
2015-02-18 2014-12-31 13F/A-1 NEXTERA ENERGY COM 65339F101 29,635 0 0.00 3,150 13.23 0.4153
2015-02-13 2014-12-31 13F NEXTERA ENERGY COM 65339F101 29,635 3,150
2014-11-13 2014-09-30 13F NextEra Energy COM 65339F101 29,635 -250 -0.84 2,782 -9.17 0.4078
2014-08-15 2014-06-30 13F NEXTERA ENERGY COM 65339F101 29,885 365 1.24 3,063 8.50 0.4511
2014-05-13 2014-03-31 13F NEXTERA ENERGY COM 65339F101 29,520 90 0.31 2,823 12.02 0.3935
2014-02-07 2013-12-31 13F NEXTERA ENERGY COM 65339F101 29,430 795 2.78 2,520 9.80 0.3535
2013-11-12 2013-09-30 13F NEXTERA ENERGY COM 65339F101 28,635 -650 -2.22 2,295 -3.81 0.3669
2013-08-08 2013-06-30 13F NEXTERA ENERGY COM 65339F101 29,285 29,285 2,386 0.4118
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.