NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionS.E.E.D. Planning Group LLC
Latest Disclosed Ownership148,628 shares
Latest Disclosed Value $ 13,804,544
S.E.E.D. Planning Group LLC reports 12.29% decrease in ownership of NEE / NextEra Energy, Inc.

On April 23, 2026 - S.E.E.D. Planning Group LLC filed a 13F-HR form disclosing ownership of 148,628 shares of NextEra Energy, Inc. (MX:NEE) valued at $13,804,544 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 9, 2026 disclosing 169,450 shares of NextEra Energy, Inc.. This represents a change in shares of -12.29% 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)
2026-04-23 2026-03-31 13F NEXTERA ENERGY COM 65339F101 148,628 -20,822 -12.29 13,805 1.48 4.0089
2026-01-09 2025-12-31 13F NEXTERA ENERGY COM 65339F101 169,450 -4,284 -2.47 13,603 3.72 3.8770
2025-10-14 2025-09-30 13F NEXTERA ENERGY COM 65339F101 173,734 2,476 1.45 13,115 10.32 3.8222
2025-07-08 2025-06-30 13F NEXTERA ENERGY COM 65339F101 171,258 3,287 1.96 11,889 -0.16 3.7272
2025-04-08 2025-03-31 13F NEXTERA ENERGY COM 65339F101 167,971 12,913 8.33 11,907 7.12 4.0129
2025-01-14 2024-12-31 13F NEXTERA ENERGY COM 65339F101 155,058 15,138 10.82 11,116 -6.01 3.7102
2024-10-15 2024-09-30 13F NEXTERA ENERGY COM 65339F101 139,920 -22,102 -13.64 11,827 3.09 3.9217
2024-07-18 2024-06-30 13F NEXTERA ENERGY COM 65339F101 162,022 -12,249 -7.03 11,473 3.01 4.1711
2024-04-16 2024-03-31 13F NEXTERA ENERGY COM 65339F101 174,271 24,659 16.48 11,138 22.56 4.0666
2024-01-26 2023-12-31 13F NEXTERA ENERGY COM 65339F101 149,612 26,236 21.27 9,087 28.57 3.6624
2023-10-17 2023-09-30 13F NEXTERA ENERGY COM 65339F101 123,376 12,993 11.77 7,068 -13.70 2.7258
2023-07-18 2023-06-30 13F NEXTERA ENERGY COM 65339F101 110,383 8,323 8.16 8,190 4.12 2.8743
2023-04-13 2023-03-31 13F NEXTERA ENERGY COM 65339F101 102,060 13,477 15.21 7,867 6.23 3.0360
2023-01-19 2022-12-31 13F NEXTERA ENERGY COM 65339F101 88,583 2,831 3.30 7,406 10.13 3.2095
2022-10-20 2022-09-30 13F NEXTERA ENERGY COM 65339F101 85,752 -5,408 -5.93 6,724 -4.77 3.1442
2022-07-26 2022-06-30 13F NEXTERA ENERGY COM 65339F101 91,160 15,289 20.15 7,061 9.86 3.1976
2022-04-26 2022-03-31 13F NEXTERA ENERGY COM 65339F101 75,871 13,284 21.22 6,427 9.99 2.7406
2022-01-24 2021-12-31 13F NEXTERA ENERGY COM 65339F101 62,587 -2,235 -3.45 5,843 14.79 2.5356
2021-10-21 2021-09-30 13F NEXTERA ENERGY COM 65339F101 64,822 10,848 20.10 5,090 28.70 2.4012
2021-07-14 2021-06-30 13F NEXTERA ENERGY COM 65339F101 53,974 2,666 5.20 3,955 1.96 1.9469
2021-04-21 2021-03-31 13F NEXTERA ENERGY COM 65339F101 51,308 11,914 30.24 3,879 27.64 2.1283
2021-01-19 2020-12-31 13F NEXTERA ENERGY COM 65339F101 39,394 28,818 272.48 3,039 3.54 1.8245
2020-10-16 2020-09-30 13F NEXTERA ENERGY COM 65339F101 10,576 -1,128 -9.64 2,935 4.41 2.1514
2020-07-17 2020-06-30 13F/A-1 NEXTERA ENERGY COM 65339F101 11,704 -332 -2.76 2,811 -2.94 2.1974
2020-07-06 2020-06-30 13F NEXTERA ENERGY COM 65339F101 11,702 -334 2,883 2,231,303.2576
2020-04-17 2020-03-31 13F NEXTERA ENERGY COM 65339F101 12,036 9,739 423.99 2,896 420.86 2.8121
2020-02-10 2019-12-31 13F/A-1 NEXTERA ENERGY COM 65339F101 2,297 2,297 556 0.4833
2020-01-22 2019-12-31 13F NEXTERA ENERGY COM 65339F101 2,297 556
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.