NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionProspera Financial Services Inc
Latest Disclosed Ownership110,995 shares
Latest Disclosed Value $ 10,311,389
Prospera Financial Services Inc reports 1.04% increase in ownership of NEE / NextEra Energy, Inc.

On April 14, 2026 - Prospera Financial Services Inc filed a 13F-HR form disclosing ownership of 110,995 shares of NextEra Energy, Inc. (MX:NEE) valued at $10,311,389 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 109,849 shares of NextEra Energy, Inc.. This represents a change in shares of 1.04% 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)
2026-04-14 2026-03-31 13F NEXTERA ENERGY COM 65339F101 110,995 1,146 1.04 10,311 16.90 0.1661
2026-02-09 2025-12-31 13F NEXTERA ENERGY COM 65339F101 109,849 -4,925 -4.29 8,821 1.79 0.1448
2025-11-06 2025-09-30 13F NEXTERA ENERGY COM 65339F101 114,774 2,375 2.11 8,666 11.05 0.1478
2025-08-06 2025-06-30 13F NEXTERA ENERGY COM 65339F101 112,399 21,855 24.14 7,804 21.56 0.1454
2025-05-15 2025-03-31 13F NEXTERA ENERGY COM 65339F101 90,544 -2,934 -3.14 6,420 -4.22 0.1475
2025-02-13 2024-12-31 13F NEXTERA ENERGY COM 65339F101 93,478 8,163 9.57 6,702 -7.08 0.1561
2024-11-07 2024-09-30 13F NEXTERA ENERGY COM 65339F101 85,315 -522 -0.61 7,213 18.65 0.1842
2024-08-13 2024-06-30 13F NEXTERA ENERGY COM 65339F101 85,837 -74 -0.09 6,079 10.71 0.1690
2024-08-13 2024-03-31 13F NEXTERA ENERGY COM 65339F101 85,911 -9,791 -10.23 5,491 -5.52 0.1636
2024-02-14 2023-12-31 13F NEXTERA ENERGY COM 65339F101 95,702 -4,828 -4.80 5,813 0.90 0.1925
2023-11-13 2023-09-30 13F NEXTERA ENERGY COM 65339F101 100,530 -1,389 -1.36 5,761 -23.85 0.2227
2023-08-08 2023-06-30 13F NEXTERA ENERGY COM 65339F101 101,919 5,956 6.21 7,564 2.24 0.2895
2023-05-12 2023-03-31 13F NEXTERA ENERGY COM 65339F101 95,963 39,751 70.72 7,399 57.44 0.3041
2023-02-08 2022-12-31 13F NEXTERA ENERGY COM 65339F101 56,212 -35,834 -38.93 4,699 -34.91 0.2354
2022-10-27 2022-09-30 13F NEXTERA ENERGY COM 65339F101 92,046 6,478 7.57 7,219 8.88 0.3767
2022-08-08 2022-06-30 13F NEXTERA ENERGY COM 65339F101 85,568 1,788 2.13 6,630 -6.61 0.3381
2022-05-04 2022-03-31 13F NEXTERA ENERGY COM 65339F101 83,780 -5,382 -6.04 7,099 -14.75 0.2973
2022-02-10 2021-12-31 13F NEXTERA ENERGY COM 65339F101 89,162 7,580 9.29 8,327 29.97 0.3599
2021-11-12 2021-09-30 13F NEXTERA ENERGY COM 65339F101 81,582 1,421 1.77 6,407 9.04 0.3192
2021-08-16 2021-06-30 13F/A-1 NEXTERA ENERGY COM 65339F101 80,161 -9,781 -10.87 5,876 -13.63 0.2946
2021-08-12 2021-06-30 13F NEXTERA ENERGY COM 65339F101 80,161 -9,781 5,876 0.3025
2021-05-06 2021-03-31 13F NEXTERA ENERGY COM 65339F101 89,942 6,709 8.06 6,803 5.93 0.4037
2021-02-12 2020-12-31 13F NEXTERA ENERGY COM 65339F101 83,233 83,198 237,708.57 6,422 64,120.00 0.4424
2020-11-04 2020-09-30 13F NEXTERA ENERGY COM 65339F101 35 -16,420 -99.79 10 -99.75 0.0038
2020-08-10 2020-06-30 13F NEXTERA ENERGY COM 65339F101 16,455 124 0.76 3,950 0.53 0.3500
2020-05-15 2020-03-31 13F NEXTERA ENERGY COM 65339F101 16,331 1,637 11.14 3,929 10.43 0.4169
2020-02-12 2019-12-31 13F NEXTERA ENERGY COM 65339F101 14,694 7,572 106.32 3,558 114.47 0.2741
2019-10-22 2019-09-30 13F NEXTERA ENERGY COM 65339F101 7,122 -46 -0.64 1,659 11.94 0.1704
2019-08-14 2019-06-30 13F/A-1 NEXTERA ENERGY COM 65339F101 7,168 7,168 1,482 0.1664
2019-08-14 2019-06-30 13F NEXTERA ENERGY COM 65339F101 4,003 4,003 693
2019-05-02 2019-03-31 13F NEXTERA ENERGY COM 65339F101 0 -4,003 -100.00 0 -100.00
2019-02-13 2018-12-31 13F NEXTERA ENERGY COM 65339F101 4,003 -308 -7.14 693 -4.55 0.1398
2018-10-25 2018-09-30 13F NEXTERA ENERGY COM 65339F101 4,311 -1,715 -28.46 726 -28.33 0.1353
2018-07-18 2018-06-30 13F NEXTERA ENERGY COM 65339F101 6,026 -759 -11.19 1,013 -8.16 0.1372
2018-04-12 2018-03-31 13F NEXTERA ENERGY COM 65339F101 6,785 77 1.15 1,103 7.71 0.1540
2018-01-23 2017-12-31 13F NEXTERA ENERGY COM 65339F101 6,708 533 8.63 1,024 12.04 0.1564
2017-10-11 2017-09-30 13F NEXTERA ENERGY COM 65339F101 6,175 -229 -3.58 914 2.12 0.1390
2017-07-19 2017-06-30 13F NEXTERA ENERGY COM 65339F101 6,404 2,613 68.93 895 82.28 0.1436
2017-04-13 2017-03-31 13F NEXTERA ENERGY COM 65339F101 3,791 -55 -1.43 491 6.97 0.0885
2017-01-11 2016-12-31 13F NEXTERA ENERGY COM 65339F101 3,846 4 0.10 459 -2.34 0.0899
2016-10-12 2016-09-30 13F NEXTERA ENERGY COM 65339F101 3,842 813 26.84 470 18.99 0.0944
2016-07-26 2016-06-30 13F NEXTERA ENERGY COM 65339F101 3,029 1 0.03 395 10.34 0.0817
2016-04-12 2016-03-31 13F NEXTERA ENERGY COM 65339F101 3,028 640 26.80 358 44.35 0.0797
2016-01-12 2015-12-31 13F NEXTERA ENERGY COM 65339F101 2,388 -147 -5.80 248 0.40 0.0544
2015-10-16 2015-09-30 13F NEXTERA ENERGY COM 65339F101 2,535 -131 -4.91 247 -5.36 0.0625
2015-08-07 2015-06-30 13F NEXTERA ENERGY COM 65339F101 2,666 466 21.18 261 13.97 0.0621
2015-04-22 2015-03-31 13F NEXTERA ENERGY COM 65339F101 2,200 2,200 229 0.0510
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.