NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionSRS Capital Advisors, Inc.
Latest Disclosed Ownership42,190 shares
Latest Disclosed Value $ 3,923,107
SRS Capital Advisors, Inc. reports 20.34% increase in ownership of NEE / NextEra Energy, Inc.

On May 13, 2026 - SRS Capital Advisors, Inc. filed a 13F-HR form disclosing ownership of 42,190 shares of NextEra Energy, Inc. (MX:NEE) valued at $3,923,107 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 35,059 shares of NextEra Energy, Inc.. This represents a change in shares of 20.34% 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)
2026-05-13 2026-03-31 13F NEXTERA ENERGY COM 65339F101 42,190 7,131 20.34 3,923 39.41 0.1108
2026-02-13 2025-12-31 13F NEXTERA ENERGY COM 65339F101 35,059 -2,306 -6.17 2,815 -0.21 0.0820
2025-11-14 2025-09-30 13F NEXTERA ENERGY COM 65339F101 37,365 25,289 209.42 2,821 236.52 0.0405
2025-08-12 2025-06-30 13F NEXTERA ENERGY COM 65339F101 12,076 620 5.41 838 3.20 0.0385
2025-05-15 2025-03-31 13F NEXTERA ENERGY COM 65339F101 11,456 -1,326 -10.37 812 -11.35 0.0521
2025-02-05 2024-12-31 13F NEXTERA ENERGY COM 65339F101 12,782 8,860 225.91 916 176.74 0.0577
2024-11-06 2024-09-30 13F NEXTERA ENERGY COM 65339F101 3,922 -249 -5.97 331 12.20 0.0296
2024-08-06 2024-06-30 13F NEXTERA ENERGY COM 65339F101 4,171 3,311 385.00 295 446.30 0.0288
2024-05-14 2024-03-31 13F NEXTERA ENERGY COM 65339F101 860 -2,431 -73.87 55 -72.86 0.0058
2024-02-06 2023-12-31 13F NEXTERA ENERGY COM 65339F101 3,291 -591 -15.22 200 -10.36 0.0223
2023-11-14 2023-09-30 13F NEXTERA ENERGY COM 65339F101 3,882 2,615 206.39 222 136.17 0.0277
2023-08-14 2023-06-30 13F NEXTERA ENERGY COM 65339F101 1,267 -795 -38.55 94 -40.51 0.0120
2023-05-16 2023-03-31 13F NEXTERA ENERGY COM 65339F101 2,062 -144 -6.53 159 -14.13 0.0210
2023-02-24 2022-12-31 13F NEXTERA ENERGY COM 65339F101 2,206 -62 -2.73 184 3.37 0.0255
2022-11-03 2022-09-30 13F NEXTERA ENERGY COM 65339F101 2,268 1,882 487.56 178 493.33 0.0281
2022-08-22 2022-06-30 13F NEXTERA ENERGY COM 65339F101 386 160 70.80 30 57.89 0.0045
2022-05-12 2022-03-31 13F NEXTERA ENERGY COM 65339F101 226 33 17.10 19 5.56 0.0025
2022-02-08 2021-12-31 13F NEXTERA ENERGY COM 65339F101 193 -376 -66.08 18 -60.00 0.0023
2021-11-05 2021-09-30 13F NEXTERA ENERGY COM 65339F101 569 34 6.36 45 15.38 0.0062
2021-08-02 2021-06-30 13F NEXTERA ENERGY COM 65339F101 535 46 9.41 39 2.63 0.0053
2021-02-03 2020-12-31 13F NEXTERA ENERGY COM 65339F101 489 417 579.17 38 90.00 0.0056
2020-11-12 2020-09-30 13F NEXTERA ENERGY COM 65339F101 72 0 0.00 20 17.65 0.0034
2020-08-06 2020-06-30 13F NEXTERA ENERGY COM 65339F101 72 33 84.62 17 88.89 0.0030
2020-05-13 2020-03-31 13F NEXTERA ENERGY COM 65339F101 39 -289 -88.11 9 -88.61 0.0021
2020-02-07 2019-12-31 13F NEXTERA ENERGY COM 65339F101 328 2 0.61 79 3.95 0.0227
2019-11-01 2019-09-30 13F NEXTERA ENERGY COM 65339F101 326 2 0.62 76 15.15 0.0229
2019-08-08 2019-06-30 13F NEXTERA ENERGY COM 65339F101 324 -194 -37.45 66 -26.67 0.0220
2019-02-06 2018-12-31 13F NEXTERA ENERGY COM 65339F101 518 -15 -2.81 90 1.12 0.0358
2018-11-05 2018-09-30 13F NEXTERA ENERGY COM 65339F101 533 533 89 0.0359
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.