NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionStratos Wealth Advisors, LLC
Latest Disclosed Ownership12,806 shares
Latest Disclosed Value $ 1,189,480
Stratos Wealth Advisors, LLC reports 8.12% decrease in ownership of NEE / NextEra Energy, Inc.

On April 28, 2026 - Stratos Wealth Advisors, LLC filed a 13F-HR form disclosing ownership of 12,806 shares of NextEra Energy, Inc. (MX:NEE) valued at $1,189,480 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 20, 2026 disclosing 13,938 shares of NextEra Energy, Inc.. This represents a change in shares of -8.12% 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)
2026-04-28 2026-03-31 13F NEXTERA ENERGY COM 65339F101 12,806 -1,132 -8.12 1,189 6.35 0.0730
2026-01-20 2025-12-31 13F NEXTERA ENERGY COM 65339F101 13,938 -1,382 -9.02 1,119 -3.29 0.0540
2025-11-06 2025-09-30 13F NEXTERA ENERGY COM 65339F101 15,320 -861 -5.32 1,157 2.94 0.0556
2025-07-29 2025-06-30 13F NEXTERA ENERGY COM 65339F101 16,181 -1,188 -6.84 1,123 -8.77 0.0593
2025-04-30 2025-03-31 13F NEXTERA ENERGY COM 65339F101 17,369 -2,024 -10.44 1,231 -11.44 0.0673
2025-01-27 2024-12-31 13F NEXTERA ENERGY COM 65339F101 19,393 1,232 6.78 1,390 -9.45 0.0665
2024-10-17 2024-09-30 13F NEXTERA ENERGY COM 65339F101 18,161 678 3.88 1,535 23.99 0.0704
2024-07-24 2024-06-30 13F NEXTERA ENERGY COM 65339F101 17,483 -13,305 -43.21 1,238 -37.06 0.0612
2024-04-16 2024-03-31 13F NEXTERA ENERGY COM 65339F101 30,788 -6,324 -17.04 1,968 -12.73 0.1166
2024-01-24 2023-12-31 13F NEXTERA ENERGY COM 65339F101 37,112 -1,550 -4.01 2,254 1.81 0.1298
2023-10-24 2023-09-30 13F NEXTERA ENERGY COM 65339F101 38,662 10,838 38.95 2,215 7.27 0.1461
2023-07-18 2023-06-30 13F NEXTERA ENERGY COM 65339F101 27,824 -599 -2.11 2,065 -5.75 0.1463
2023-04-27 2023-03-31 13F NEXTERA ENERGY COM 65339F101 28,423 769 2.78 2,191 -5.24 0.1686
2023-01-19 2022-12-31 13F NEXTERA ENERGY COM 65339F101 27,654 1,193 4.51 2,312 11.37 0.1927
2022-10-24 2022-09-30 13F NEXTERA ENERGY COM 65339F101 26,461 -8,967 -25.31 2,075 -24.38 0.2182
2022-07-22 2022-06-30 13F NEXTERA ENERGY COM 65339F101 35,428 -600 -1.67 2,744 -10.09 0.2489
2022-04-26 2022-03-31 13F NEXTERA ENERGY COM 65339F101 36,028 89 0.25 3,052 -9.03 0.2478
2022-01-14 2021-12-31 13F NEXTERA ENERGY COM 65339F101 35,939 317 0.89 3,355 19.95 0.2415
2021-10-19 2021-09-30 13F NEXTERA ENERGY COM 65339F101 35,622 12,831 56.30 2,797 67.49 0.2390
2021-07-19 2021-06-30 13F NEXTERA ENERGY COM 65339F101 22,791 2,991 15.11 1,670 11.56 0.1478
2021-04-27 2021-03-31 13F NEXTERA ENERGY COM 65339F101 19,800 2,452 14.13 1,497 11.88 0.1589
2021-01-29 2020-12-31 13F NEXTERA ENERGY COM 65339F101 17,348 13,558 357.73 1,338 27.19 0.1845
2020-10-29 2020-09-30 13F NEXTERA ENERGY COM 65339F101 3,790 262 7.43 1,052 24.20 0.2563
2020-07-28 2020-06-30 13F NEXTERA ENERGY COM 65339F101 3,528 438 14.17 847 14.00 0.2597
2020-05-04 2020-03-31 13F NEXTERA ENERGY COM 65339F101 3,090 247 8.69 743 7.99 0.5263
2020-01-29 2019-12-31 13F NEXTERA ENERGY COM 65339F101 2,843 -1,396 -32.93 688 -30.36 0.3902
2019-11-12 2019-09-30 13F NEXTERA ENERGY COM 65339F101 4,239 61 1.46 988 15.42 0.3780
2019-08-06 2019-06-30 13F NEXTERA ENERGY COM 65339F101 4,178 253 6.45 856 12.78 0.3414
2019-05-07 2019-03-31 13F NEXTERA ENERGY COM 65339F101 3,925 3 0.08 759 11.29 0.4102
2019-02-12 2018-12-31 13F NEXTERA ENERGY COM 65339F101 3,922 3,922 682 0.4550
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.