Security National Bank reports 2.09% increase in ownership of NEE / NextEra Energy, Inc.

NextEra Energy, Inc.

MX ˙ BMV ˙ US65339F1012

Security	MX:NEE / NextEra Energy, Inc.
Institution	Security National Bank
Latest Disclosed Ownership	101,533 shares
Latest Disclosed Value	$ 9,430,385

On April 16, 2026 - Security National Bank filed a 13F-HR form disclosing ownership of 101,533 shares of NextEra Energy, Inc. (MX:NEE) valued at $9,430,385 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 99,450 shares of NextEra Energy, Inc.. This represents a change in shares of 2.09% 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	Reported Shares	ΔShares	ΔShares (%)	Reported Value (x1000)	ΔValue (%)	Alloc (%)
2026-04-16	2026-03-31	13F	NEXTERA ENERGY	COM	65339F101	101,533	2,083	2.09	9,430	18.13	1.3734
2026-02-05	2025-12-31	13F	NEXTERA ENERGY	COM	65339F101	99,450	1,442	1.47	7,984	7.91	1.1446
2025-10-20	2025-09-30	13F	NEXTERA ENERGY	COM	65339F101	98,008	5,138	5.53	7,399	14.75	1.1333
2025-07-10	2025-06-30	13F	NEXTERA ENERGY	COM	65339F101	92,870	280	0.30	6,447	-1.77	1.1160
2025-04-23	2025-03-31	13F	NEXTERA ENERGY	COM	65339F101	92,590	1,551	1.70	6,564	0.57	1.2398
2025-02-10	2024-12-31	13F	NEXTERA ENERGY	COM	65339F101	91,039	-865	-0.94	6,527	-15.99	0.9311
2024-10-07	2024-09-30	13F	NEXTERA ENERGY	COM	65339F101	91,904	-469	-0.51	7,769	18.78	1.0555
2024-07-22	2024-06-30	13F	NEXTERA ENERGY	COM	65339F101	92,373	1,935	2.14	6,541	13.17	0.9498
2024-04-15	2024-03-31	13F	NEXTERA ENERGY	COM	65339F101	90,438	4,329	5.03	5,780	10.50	0.8750
2024-02-13	2023-12-31	13F	NEXTERA ENERGY	COM	65339F101	86,109	3,580	4.34	5,230	11.04	1.1812
2023-10-20	2023-09-30	13F	NEXTERA ENERGY	Common Stock	65339F101	82,529	2,010	2.50	4,711	-21.16	1.3219
2023-07-18	2023-06-30	13F	NEXTERA ENERGY	Common Stock	65339F101	80,519	-593	-0.73	5,975	-4.45	1.5216
2023-04-17	2023-03-31	13F	NEXTERA ENERGY	Common Stock	65339F101	81,112	-4,419	-5.17	6,252	-12.56	1.6679
2023-02-01	2022-12-31	13F	NEXTERA ENERGY	Common Stock	65339F101	85,531	30,130	54.39	7,150	64.59	1.9278
2022-10-18	2022-09-30	13F	NEXTERA ENERGY	Common Stock	65339F101	55,401	2,401	4.53	4,344	5.82	1.2114
2022-07-25	2022-06-30	13F	NEXTERA ENERGY	Common Stock	65339F101	53,000	-1,723	-3.15	4,105	-11.45	1.1411
2022-04-25	2022-03-31	13F	NEXTERA ENERGY	Common Stock	65339F101	54,723	996	1.85	4,636	-7.58	1.0602
2022-01-28	2021-12-31	13F	NEXTERA ENERGY	Common Stock	65339F101	53,727	886	1.68	5,016	20.90	1.1357
2021-10-14	2021-09-30	13F	NEXTERA ENERGY	Common Stock	65339F101	52,841	230	0.44	4,149	7.63	1.0407
2021-07-07	2021-06-30	13F	NEXTERA ENERGY	Common Stock	65339F101	52,611	158	0.30	3,855	-2.80	1.0148
2021-04-05	2021-03-31	13F	NEXTERA ENERGY	Common Stock	65339F101	52,453	2,212	4.40	3,966	2.32	1.1663
2021-02-01	2020-12-31	13F	NEXTERA ENERGY	Common Stock	65339F101	50,241	37,606	297.63	3,876	10.52	1.2314
2020-10-19	2020-09-30	13F	NEXTERA ENERGY	Common Stock	65339F101	12,635	426	3.49	3,507	19.61	1.2221
2020-08-11	2020-06-30	13F	NEXTERA ENERGY	Common Stock	65339F101	12,209	650	5.62	2,932	5.43	1.2109
2020-04-21	2020-03-31	13F	NEXTERA ENERGY	Common Stock	65339F101	11,559	-271	-2.29	2,781	-2.93	1.4600
2020-02-04	2019-12-31	13F	NEXTERA ENERGY	Common Stock	65339F101	11,830	180	1.55	2,865	5.56	1.2769
2019-10-15	2019-09-30	13F	NEXTERA ENERGY	Common Stock	65339F101	11,650	554	4.99	2,714	19.40	1.2804
2019-07-22	2019-06-30	13F	NEXTERA ENERGY	Common Stock	65339F101	11,096	180	1.65	2,273	7.73	1.1234
2019-05-14	2019-03-31	13F	NEXTERA ENERGY	Common Stock	65339F101	10,916	1,449	15.31	2,110	28.19	1.0946
2019-02-14	2018-12-31	13F	NEXTERA ENERGY	Common Stock	65339F101	9,467	-289	-2.96	1,646	0.67	1.0265
2018-10-12	2018-09-30	13F	NEXTERA ENERGY	Common Stock	65339F101	9,756	9,756		1,635		0.9042

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.