NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionProvidence Wealth Advisors, LLC
Latest Disclosed Ownership41,733 shares
Latest Disclosed Value $ 5,774,015
Providence Wealth Advisors, LLC reports 1.27% increase in ownership of NEE / NextEra Energy, Inc.

On May 5, 2026 - Providence Wealth Advisors, LLC filed a 13F-HR form disclosing ownership of 41,733 shares of NextEra Energy, Inc. (MX:NEE) valued at $5,774,015 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 41,211 shares of NextEra Energy, Inc.. This represents a change in shares of 1.27% 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)
2026-05-05 2026-03-31 13F NEXTERA ENERGY COM 65339F101 41,733 522 1.27 5,774 0.86 3.6300
2026-02-06 2025-12-31 13F NEXTERA ENERGY COM 65339F101 41,211 425 1.04 5,726 -4.87 3.5769
2025-11-05 2025-09-30 13F NEXTERA ENERGY COM 65339F101 40,786 -179 -0.44 6,019 12.46 3.7972
2025-08-12 2025-06-30 13F NEXTERA ENERGY COM 65339F101 40,965 722 1.79 5,352 46.72 3.6740
2025-05-07 2025-03-31 13F NEXTERA ENERGY COM 65339F101 40,243 1,155 2.95 3,648 -16.64 2.7628
2025-02-12 2024-12-31 13F NEXTERA ENERGY COM 65339F101 39,088 558 1.45 4,375 0.57 3.3116
2024-11-14 2024-09-30 13F NEXTERA ENERGY COM 65339F101 38,530 20,271 111.02 4,351 238.00 3.2170
2024-08-09 2024-06-30 13F NEXTERA ENERGY COM 65339F101 18,259 -1,027 -5.33 1,288 -54.86 1.0265
2024-05-13 2024-03-31 13F NEXTERA ENERGY COM 65339F101 19,286 17,816 1,211.97 2,852 181.72 2.4346
2024-02-14 2023-12-31 13F NEXTERA ENERGY COM 65339F101 1,470 -16,729 -91.92 1,013 -32.85 0.9146
2023-11-13 2023-09-30 13F NEXTERA ENERGY COM 65339F101 18,199 1,444 8.62 1,507 -14.71 1.6822
2023-08-08 2023-06-30 13F NEXTERA ENERGY COM 65339F101 16,755 387 2.36 1,768 14.37 1.9562
2023-05-11 2023-03-31 13F NEXTERA ENERGY COM 65339F101 16,368 500 3.15 1,545 17.85 1.1410
2023-02-13 2022-12-31 13F NEXTERA ENERGY COM 65339F101 15,868 -45 -0.28 1,311 4.46 0.9739
2022-11-14 2022-09-30 13F NEXTERA ENERGY COM 65339F101 15,913 -9,318 -36.93 1,255 -37.28 0.9373
2022-08-10 2022-06-30 13F NEXTERA ENERGY COM 65339F101 25,231 871 3.58 2,001 -4.17 1.4437
2022-05-10 2022-03-31 13F NEXTERA ENERGY COM 65339F101 24,360 2,060 9.24 2,088 10.07 1.3423
2022-01-12 2021-12-31 13F NEXTERA ENERGY COM 65339F101 22,300 0 0.00 1,897 7.24 1.1920
2021-11-15 2021-09-30 13F NEXTERA ENERGY COM 65339F101 22,300 375 1.71 1,769 8.26 1.2309
2021-08-12 2021-06-30 13F NEXTERA ENERGY COM 65339F101 21,925 130 0.60 1,634 -0.85 1.1155
2021-05-17 2021-03-31 13F NEXTERA ENERGY COM 65339F101 21,795 179 0.83 1,648 0.43 1.2104
2021-02-16 2020-12-31 13F NEXTERA ENERGY COM 65339F101 21,616 16,237 301.86 1,641 9.91 1.3623
2020-11-10 2020-09-30 13F NEXTERA ENERGY COM 65339F101 5,379 -25 -0.46 1,493 15.02 1.4745
2020-08-07 2020-06-30 13F NEXTERA ENERGY COM 65339F101 5,404 0 0.00 1,298 7.27 1.3239
2020-05-05 2020-03-31 13F NEXTERA ENERGY COM 65339F101 5,404 -123 -2.23 1,210 -8.82 1.4602
2020-01-29 2019-12-31 13F NEXTERA ENERGY COM 65339F101 5,527 -550 -9.05 1,327 -6.29 1.2209
2019-11-12 2019-09-30 13F NEXTERA ENERGY COM 65339F101 6,077 62 1.03 1,416 14.56 1.2639
2019-07-22 2019-06-30 13F NEXTERA ENERGY COM 65339F101 6,015 -5 -0.08 1,236 6.55 1.1499
2019-04-18 2019-03-31 13F NEXTERA ENERGY COM 65339F101 6,020 -36 -0.59 1,160 10.90 1.0910
2019-02-02 2018-12-31 13F NEXTERA ENERGY COM 65339F101 6,056 0 0.00 1,046 3.05 1.1606
2018-11-01 2018-09-30 13F NEXTERA ENERGY COM 65339F101 6,056 50 0.83 1,015 1.20 0.9260
2018-08-13 2018-06-30 13F NEXTERA ENERGY COM 65339F101 6,006 50 0.84 1,003 3.72 0.9766
2018-08-13 2018-03-31 13F NEXTERA ENERGY COM 65339F101 5,956 5,956 967 1.4316
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.