NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionSmith, Salley & Associates
Latest Disclosed Ownership363,765 shares
Latest Disclosed Value $ 33,786,488
Smith, Salley & Associates reports 2.63% increase in ownership of NEE / NextEra Energy, Inc.

On April 16, 2026 - Smith, Salley & Associates filed a 13F-HR form disclosing ownership of 363,765 shares of NextEra Energy, Inc. (MX:NEE) valued at $33,786,488 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 354,438 shares of NextEra Energy, Inc.. This represents a change in shares of 2.63% 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)
2026-04-16 2026-03-31 13F NEXTERA ENERGY COM 65339F101 363,765 9,327 2.63 33,786 18.74 1.6987
2026-01-27 2025-12-31 13F NEXTERA ENERGY COM 65339F101 354,438 3,526 1.00 28,454 7.41 1.4092
2025-10-20 2025-09-30 13F NEXTERA ENERGY COM 65339F101 350,912 13,187 3.90 26,490 12.99 1.3632
2025-07-17 2025-06-30 13F NEXTERA ENERGY COM 65339F101 337,725 10,756 3.29 23,445 1.15 1.3564
2025-04-25 2025-03-31 13F NEXTERA ENERGY COM 65339F101 326,969 33,962 11.59 23,179 10.35 1.5190
2025-01-15 2024-12-31 13F NEXTERA ENERGY COM 65339F101 293,007 1,865 0.64 21,006 -14.65 1.3490
2024-10-24 2024-09-30 13F NEXTERA ENERGY COM 65339F101 291,142 10,150 3.61 24,610 23.69 1.6089
2024-07-29 2024-06-30 13F NEXTERA ENERGY COM 65339F101 280,992 10,939 4.05 19,897 15.28 1.4280
2024-05-02 2024-03-31 13F NEXTERA ENERGY COM 65339F101 270,053 -41,656 -13.36 17,259 -8.84 1.3392
2024-01-24 2023-12-31 13F NEXTERA ENERGY COM 65339F101 311,709 59,120 23.41 18,933 30.84 1.2234
2023-10-27 2023-09-30 13F NEXTERA ENERGY COM 65339F101 252,589 107,891 74.56 14,471 34.78 1.0736
2023-08-04 2023-06-30 13F NEXTERA ENERGY COM 65339F101 144,698 2,857 2.01 10,736 -1.80 0.7921
2023-05-03 2023-03-31 13F NEXTERA ENERGY COM 65339F101 141,841 133,408 1,581.98 10,933 1,452.98 0.8697
2023-02-03 2022-12-31 13F NEXTERA ENERGY COM 65339F101 8,433 410 5.11 705 11.92 0.0603
2022-11-01 2022-09-30 13F NEXTERA ENERGY COM 65339F101 8,023 -41 -0.51 629 0.64 0.0585
2022-08-01 2022-06-30 13F NEXTERA ENERGY COM 65339F101 8,064 89 1.12 625 -7.54 0.0541
2022-05-10 2022-03-31 13F NEXTERA ENERGY COM 65339F101 7,975 -57 -0.71 676 -9.87 0.0497
2022-02-10 2021-12-31 13F NEXTERA ENERGY COM 65339F101 8,032 126 1.59 750 20.77 0.0531
2021-11-05 2021-09-30 13F NEXTERA ENERGY COM 65339F101 7,906 0 0.00 621 7.25 0.0489
2021-08-09 2021-06-30 13F NEXTERA ENERGY COM 65339F101 7,906 -392 -4.72 579 -7.66 0.0469
2021-04-30 2021-03-31 13F NEXTERA ENERGY COM 65339F101 8,298 -396 -4.55 627 -6.56 0.0563
2021-01-28 2020-12-31 13F NEXTERA ENERGY COM 65339F101 8,694 6,646 324.51 671 18.13 0.0680
2020-11-05 2020-09-30 13F NEXTERA ENERGY COM 65339F101 2,048 42 2.09 568 17.84 0.0687
2020-08-04 2020-06-30 13F NEXTERA ENERGY COM 65339F101 2,006 -5 -0.25 482 -0.41 0.0643
2020-04-24 2020-03-31 13F NEXTERA ENERGY COM 65339F101 2,011 -109 -5.14 484 -5.65 0.0805
2020-01-27 2019-12-31 13F NEXTERA ENERGY COM 65339F101 2,120 60 2.91 513 6.88 0.0676
2019-10-30 2019-09-30 13F NEXTERA ENERGY COM 65339F101 2,060 75 3.78 480 17.94 0.0682
2019-07-12 2019-06-30 13F NEXTERA ENERGY COM 65339F101 1,985 95 5.03 407 11.51 0.0614
2019-05-03 2019-03-31 13F NEXTERA ENERGY COM 65339F101 1,890 -15 -0.79 365 10.27 0.0587
2019-02-05 2018-12-31 13F NEXTERA ENERGY COM 65339F101 1,905 5 0.26 331 4.09 0.0609
2018-11-06 2018-09-30 13F NEXTERA ENERGY COM 65339F101 1,900 15 0.80 318 0.95 0.0502
2018-08-10 2018-06-30 13F NEXTERA ENERGY COM 65339F101 1,885 0 0.00 315 2.27 0.0539
2018-05-09 2018-03-31 13F NEXTERA ENERGY COM 65339F101 1,885 1,885 308 0.0552
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.