NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionAvidian Wealth Solutions, LLC
Latest Disclosed Ownership40,951 shares
Latest Disclosed Value $ 3,803,542
Avidian Wealth Solutions, LLC reports 253.27% increase in ownership of NEE / NextEra Energy, Inc.

On May 7, 2026 - Avidian Wealth Solutions, LLC filed a 13F-HR form disclosing ownership of 40,951 shares of NextEra Energy, Inc. (MX:NEE) valued at $3,803,542 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 11,592 shares of NextEra Energy, Inc.. This represents a change in shares of 253.27% 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)
2026-05-07 2026-03-31 13F NEXTERA ENERGY COM 65339F101 40,951 29,359 253.27 3,804 308.92 0.1203
2026-02-02 2025-12-31 13F NEXTERA ENERGY COM 65339F101 11,592 -876 -7.03 931 -1.17 0.0339
2025-10-30 2025-09-30 13F NEXTERA ENERGY COM 65339F101 12,468 2,285 22.44 941 33.29 0.0354
2025-07-30 2025-06-30 13F NEXTERA ENERGY COM 65339F101 10,183 -598 -5.55 707 -7.59 0.0287
2025-04-25 2025-03-31 13F NEXTERA ENERGY COM 65339F101 10,781 -1,782 -14.18 764 -15.11 0.0340
2025-01-29 2024-12-31 13F NEXTERA ENERGY COM 65339F101 12,563 -121 -0.95 901 -16.04 0.0405
2024-10-30 2024-09-30 13F NEXTERA ENERGY COM 65339F101 12,684 5,050 66.15 1,072 98.52 0.0487
2024-08-06 2024-06-30 13F NEXTERA ENERGY COM 65339F101 7,634 1,251 19.60 541 32.68 0.0224
2024-05-03 2024-03-31 13F NEXTERA ENERGY COM 65339F101 6,383 1,440 29.13 408 35.67 0.0198
2024-02-06 2023-12-31 13F NEXTERA ENERGY COM 65339F101 4,943 4,943 300 0.0185
2023-10-13 2023-09-30 13F NEXTERA ENERGY COM 65339F101 0 -4,346 -100.00 0 -100.00
2023-08-03 2023-06-30 13F NEXTERA ENERGY COM 65339F101 4,346 -6,885 -61.30 322 -62.77 0.0211
2023-05-08 2023-03-31 13F NEXTERA ENERGY COM 65339F101 11,231 1,366 13.85 866 4.98 0.0475
2023-02-06 2022-12-31 13F NEXTERA ENERGY COM 65339F101 9,865 -32 -0.32 825 6.19 0.0537
2022-11-03 2022-09-30 13F NEXTERA ENERGY COM 65339F101 9,897 4 0.04 776 1.31 0.0561
2022-07-29 2022-06-30 13F NEXTERA ENERGY COM 65339F101 9,893 -945 -8.72 766 -16.56 0.0542
2022-05-10 2022-03-31 13F NEXTERA ENERGY COM 65339F101 10,838 -2,315 -17.60 918 -25.24 0.0562
2022-02-14 2021-12-31 13F NEXTERA ENERGY COM 65339F101 13,153 3,179 31.87 1,228 56.83 0.0764
2021-11-10 2021-09-30 13F NEXTERA ENERGY COM 65339F101 9,974 346 3.59 783 10.91 0.0597
2021-08-09 2021-06-30 13F NEXTERA ENERGY COM 65339F101 9,628 -5 -0.05 706 -3.02 0.0542
2021-05-05 2021-03-31 13F NEXTERA ENERGY COM 65339F101 9,633 -1,108 -10.32 728 -12.18 0.0620
2021-02-09 2020-12-31 13F NEXTERA ENERGY COM 65339F101 10,741 8,142 313.27 829 14.98 0.0786
2021-02-03 2020-09-30 13F/A-1 NEXTERA ENERGY COM 65339F101 2,599 -12 -0.46 721 14.99 0.0817
2020-11-06 2020-09-30 13F NEXTERA ENERGY COM 65339F101 2,599 -12 721 167,000.9775
2020-08-10 2020-06-30 13F NEXTERA ENERGY COM 65339F101 2,611 389 17.51 627 17.20 0.0846
2020-04-22 2020-03-31 13F NEXTERA ENERGY COM 65339F101 2,222 11 0.50 535 0.00 0.0858
2020-02-13 2019-12-31 13F NEXTERA ENERGY COM 65339F101 2,211 1,052 90.77 535 98.15 0.0760
2019-11-14 2019-09-30 13F NEXTERA ENERGY COM 65339F101 1,159 29 2.57 270 16.38 0.0445
2019-08-14 2019-06-30 13F NEXTERA ENERGY COM 65339F101 1,130 1,130 232 0.0549
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.