NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionSecond Line Capital, LLC
Latest Disclosed Ownership4,083 shares
Latest Disclosed Value $ 399,602
Second Line Capital, LLC reports 13.13% increase in ownership of NEE / NextEra Energy, Inc.

On May 15, 2026 - Second Line Capital, LLC filed a 13F-HR form disclosing ownership of 4,083 shares of NextEra Energy, Inc. (MX:NEE) valued at $399,602 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 3,609 shares of NextEra Energy, Inc.. This represents a change in shares of 13.13% 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)
2026-05-15 2026-03-31 13F NEXTERA ENERGY INC COM Stock 65339F101 4,083 474 13.13 400 38.06 0.0757
2026-02-17 2025-12-31 13F NEXTERA ENERGY COM 65339F101 3,609 165 4.79 290 11.15 0.0596
2025-11-19 2025-09-30 13F NEXTERA ENERGY COM 65339F101 3,444 17 0.50 260 9.70 0.0538
2025-08-18 2025-06-30 13F NEXTERA ENERGY COM 65339F101 3,427 171 5.25 238 3.04 0.0553
2025-05-15 2025-03-31 13F NEXTERA ENERGY COM 65339F101 3,256 80 2.52 231 1.32 0.0595
2025-02-14 2024-12-31 13F NEXTERA ENERGY COM 65339F101 3,176 79 2.55 228 -13.03 0.0614
2024-11-19 2024-09-30 13F NEXTERA ENERGY COM 65339F101 3,097 139 4.70 262 24.88 0.0713
2024-08-16 2024-06-30 13F NEXTERA ENERGY COM 65339F101 2,958 2,958 209 0.0641
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.