NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionSfmg, Llc
Latest Disclosed Ownership5,831 shares
Latest Disclosed Value $ 541,568
Sfmg, Llc reports 1.78% increase in ownership of NEE / NextEra Energy, Inc.

On May 12, 2026 - Sfmg, Llc filed a 13F-HR form disclosing ownership of 5,831 shares of NextEra Energy, Inc. (MX:NEE) valued at $541,568 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 5,729 shares of NextEra Energy, Inc.. This represents a change in shares of 1.78% 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)
2026-05-12 2026-03-31 13F NEXTERA ENERGY COM 65339F101 5,831 102 1.78 542 17.86 0.0366
2026-02-10 2025-12-31 13F NEXTERA ENERGY COM 65339F101 5,729 -36 -0.62 460 5.52 0.0308
2025-11-13 2025-09-30 13F NEXTERA ENERGY COM 65339F101 5,765 277 5.05 435 14.47 0.0302
2025-08-12 2025-06-30 13F NEXTERA ENERGY COM 65339F101 5,488 126 2.35 381 0.00 0.0286
2025-05-09 2025-03-31 13F NEXTERA ENERGY COM 65339F101 5,362 5,362 380 0.0300
2025-02-11 2024-12-31 13F NEXTERA ENERGY COM 65339F101 0 -2,711 -100.00 0 -100.00
2024-11-25 2024-09-30 13F NEXTERA ENERGY COM 65339F101 2,711 -278 -9.30 229 8.53 0.0186
2024-08-14 2024-06-30 13F NEXTERA ENERGY COM 65339F101 2,989 2,989 212 0.0184
2023-08-14 2023-06-30 13F NEXTERA ENERGY COM 65339F101 0 -5,528 -100.00 0 -100.00
2023-05-01 2023-03-31 13F NEXTERA ENERGY COM 65339F101 5,528 102 1.88 426 -5.96 0.0459
2023-01-25 2022-12-31 13F NEXTERA ENERGY COM 65339F101 5,426 22 0.41 454 15.27 0.0503
2022-10-20 2022-09-30 13F NEXTERA ENERGY COM 65339F101 5,404 186 3.56 393 -2.72 0.0459
2022-08-08 2022-06-30 13F NEXTERA ENERGY COM 65339F101 5,218 71 1.38 404 -7.34 0.0469
2022-04-21 2022-03-31 13F NEXTERA ENERGY COM 65339F101 5,147 -1,151 -18.28 436 -25.85 0.0431
2022-01-31 2021-12-31 13F NEXTERA ENERGY COM 65339F101 6,298 -1,198 -15.98 588 -0.17 0.0572
2021-11-01 2021-09-30 13F NEXTERA ENERGY COM 65339F101 7,496 1,195 18.97 589 27.49 0.0653
2021-08-06 2021-06-30 13F NEXTERA ENERGY COM 65339F101 6,301 1,285 25.62 462 21.90 0.0513
2021-05-03 2021-03-31 13F NEXTERA ENERGY COM 65339F101 5,016 724 16.87 379 14.50 0.0439
2021-02-02 2020-12-31 13F NEXTERA ENERGY COM 65339F101 4,292 3,484 431.19 331 47.77 0.0420
2020-11-12 2020-09-30 13F NEXTERA ENERGY COM 65339F101 808 808 224 0.0309
2020-05-08 2020-03-31 13F NEXTERA ENERGY COM 65339F101 0 -2,660 -100.00 0 -100.00
2020-02-05 2019-12-31 13F NEXTERA ENERGY COM 65339F101 2,660 0 0.00 644 3.87 0.0788
2019-11-12 2019-09-30 13F/A-1 NEXTERA ENERGY COM 65339F101 2,660 0 0.00 620 11.51 0.0839
2019-10-29 2019-09-30 13F NEXTERA ENERGY COM 65339F101 2,660 0 620 0.0839
2019-08-05 2019-06-30 13F NEXTERA ENERGY COM 65339F101 2,660 0 0.00 556 8.17 0.0754
2019-05-13 2019-03-31 13F NEXTERA ENERGY COM 65339F101 2,660 0 0.00 514 11.26 0.0743
2019-02-12 2018-12-31 13F NEXTERA ENERGY COM 65339F101 2,660 0 0.00 462 3.36 0.0747
2018-11-15 2018-09-30 13F NEXTERA ENERGY COM 65339F101 2,660 0 0.00 447 0.68 0.0687
2018-08-08 2018-06-30 13F NEXTERA ENERGY COM 65339F101 2,660 0 0.00 444 2.30 0.0720
2018-05-10 2018-03-31 13F NEXTERA ENERGY COM 65339F101 2,660 0 0.00 434 4.58 0.0736
2018-02-09 2017-12-31 13F NEXTERA ENERGY COM 65339F101 2,660 -19 -0.71 415 5.60 0.0689
2017-11-07 2017-09-30 13F NEXTERA ENERGY COM 65339F101 2,679 0 0.00 393 4.80 0.0768
2017-08-07 2017-06-30 13F NEXTERA ENERGY COM 65339F101 2,679 19 0.71 375 9.97 0.0778
2017-05-01 2017-03-31 13F NEXTERA ENERGY COM 65339F101 2,660 0 0.00 341 7.23 0.0690
2017-02-10 2016-12-31 13F NEXTERA ENERGY COM 65339F101 2,660 0 0.00 318 -2.15 0.0678
2016-12-09 2016-09-30 13F NEXTERA ENERGY COM 65339F101 2,660 2,660 0.00 325 0.0713
2015-08-12 2015-06-30 13F NEXTERA ENERGY COM 65339F101 0 -2,000 -100.00 0 -100.00
2015-05-11 2015-03-31 13F NEXTERA ENERGY COM 65339F101 2,000 2,000 208 0.0168
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.