NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionSevenBridge Financial Group, LLC
Latest Disclosed Ownership55,203 shares
Latest Disclosed Value $ 4,968,309
SevenBridge Financial Group, LLC reports 3.24% increase in ownership of NEE / NextEra Energy, Inc.

On April 23, 2026 - SevenBridge Financial Group, LLC filed a 13F-HR form disclosing ownership of 55,203 shares of NextEra Energy, Inc. (MX:NEE) valued at $4,968,309 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 53,471 shares of NextEra Energy, Inc.. This represents a change in shares of 3.24% 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)
2026-04-23 2026-03-31 13F NEXTERA ENERGY COM 65339F101 55,203 1,732 3.24 4,968 8.71 0.7766
2026-02-02 2025-12-31 13F NEXTERA ENERGY COM 65339F101 53,471 3,868 7.80 4,570 7.28 0.7349
2025-11-13 2025-09-30 13F NEXTERA ENERGY COM 65339F101 49,603 14,089 39.67 4,260 66.93 0.7023
2025-09-04 2025-06-30 13F NEXTERA ENERGY COM 65339F101 35,514 11,065 45.26 2,552 49.85 0.4499
2025-05-13 2025-03-31 13F NEXTERA ENERGY COM 65339F101 24,449 16,238 197.76 1,704 195.15 0.3352
2025-02-12 2024-12-31 13F NEXTERA ENERGY COM 65339F101 8,211 1,633 24.83 577 15.63 0.1092
2024-11-12 2024-09-30 13F NEXTERA ENERGY COM 65339F101 6,578 0 0.00 499 -1.38 0.0962
2024-08-09 2024-06-30 13F NEXTERA ENERGY COM 65339F101 6,578 -92 -1.38 506 8.35 0.1120
2024-05-10 2024-03-31 13F NEXTERA ENERGY COM 65339F101 6,670 -522 -7.26 468 7.11 0.1060
2024-01-22 2023-12-31 13F NEXTERA ENERGY COM 65339F101 7,192 -42,270 -85.46 437 -84.61 0.1032
2023-10-25 2023-09-30 13F NEXTERA ENERGY COM 65339F101 49,462 11,783 31.27 2,834 1.36 0.7323
2023-07-26 2023-06-30 13F NEXTERA ENERGY COM 65339F101 37,679 766 2.08 2,796 -1.76 0.7219
2023-04-20 2023-03-31 13F NEXTERA ENERGY COM 65339F101 36,913 18,573 101.27 2,845 85.58 0.7842
2023-01-26 2022-12-31 13F NextEra Energy COM 65339F101 18,340 118 0.65 1,533 7.28 0.4483
2022-10-17 2022-09-30 13F NEXTERA ENERGY COM 65339F101 18,222 -56 -0.31 1,429 0.92 0.4842
2022-07-12 2022-06-30 13F NextEra Energy Equities 65339F101 18,278 -604 -3.20 1,416 -11.44 0.5725
2022-04-15 2022-03-31 13F NextEra Energy COM 65339F101 18,882 -184 -0.97 1,599 -10.17 0.5614
2022-01-20 2021-12-31 13F/A-1 NextEra Energy COM 65339F101 19,066 -374 -1.92 1,780 16.64 0.5382
2022-01-20 2021-12-31 13F NEXTERA ENERGY INC COM Stock 65339F101 9,747 -9,693 910 0.5389
2021-10-14 2021-09-30 13F NextEra Energy Equities 65339F101 19,440 28 0.14 1,526 7.24 0.5087
2021-07-26 2021-06-30 13F NextEra Energy Equities 65339F101 19,412 260 1.36 1,423 -1.73 0.4639
2021-04-20 2021-03-31 13F NextEra Energy Equities 65339F101 19,152 -76 -0.40 1,448 -2.36 0.5269
2021-01-19 2020-12-31 13F NextEra Energy Equities 65339F101 19,228 14,421 300.00 1,483 11.17 0.5797
2020-10-22 2020-09-30 13F NextEra Energy Equities 65339F101 4,807 -115 -2.34 1,334 12.86 0.6072
2020-07-24 2020-06-30 13F NextEra Energy Equities 65339F101 4,922 0 0.00 1,182 -0.17 0.5871
2020-04-16 2020-03-31 13F NextEra Energy Equities 65339F101 4,922 -70 -1.40 1,184 -2.07 0.6853
2020-01-17 2019-12-31 13F NextEra Energy Equities 65339F101 4,992 0 0.00 1,209 3.96 0.3159
2019-10-09 2019-09-30 13F NextEra Energy Equities 65339F101 4,992 0 0.00 1,163 13.69 0.6116
2019-07-15 2019-06-30 13F NextEra Energy Equities 65339F101 4,992 -129 -2.52 1,023 3.33 0.3664
2019-05-14 2019-03-31 13F NextEra Energy Equities 65339F101 5,121 6 0.12 990 11.36 0.3715
2019-02-14 2018-12-31 13F NextEra Energy Equities 65339F101 5,115 45 0.89 889 4.59 0.5440
2018-11-14 2018-09-30 13F NextEra Energy Equities 65339F101 5,070 356 7.55 850 8.01 0.4518
2018-08-14 2018-06-30 13F NextEra Energy Equities 65339F101 4,714 1,432 43.63 787 46.83 0.4384
2018-05-11 2018-03-31 13F NextEra Energy Equities 65339F101 3,282 816 33.09 536 39.22 0.3075
2018-02-16 2017-12-31 13F NextEra Energy Equities 65339F101 2,466 -179 -6.77 385 -0.77 0.2129
2017-11-13 2017-09-30 13F NextEra Energy Equities 65339F101 2,645 -160 -5.70 388 -1.27 0.2223
2017-08-14 2017-06-30 13F NextEra Energy Common Stock 65339F101 2,805 358 14.63 393 24.76 0.2399
2017-05-15 2017-03-31 13F NextEra Energy CS 65339F101 2,447 -1,141 -31.80 315 -29.53 0.2069
2017-02-03 2016-12-31 13F NextEra Energy CS 65339F101 3,588 0 0.00 447 0.00 0.3246
2016-12-20 2016-09-30 13F/A-1 NextEra Energy CS 65339F101 3,588 -9,312 -72.19 447 -73.42 0.3256
2016-11-28 2016-09-30 13F NextEra Energy CS 65339F101 3,588 447
2016-08-15 2016-06-30 13F NextEra Energy CS 65339F101 12,900 -35,856 -73.54 1,682 308.25 1.1786
2016-06-27 2016-03-31 13F NextEra Energy CS 65339F101 48,756 48,756 412 0.0362
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.