NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionSummit Asset Management, LLC
Latest Disclosed Ownership13,702 shares
Latest Disclosed Value $ 1,272,672
Summit Asset Management, LLC reports 0.04% increase in ownership of NEE / NextEra Energy, Inc.

On May 8, 2026 - Summit Asset Management, LLC filed a 13F-HR form disclosing ownership of 13,702 shares of NextEra Energy, Inc. (MX:NEE) valued at $1,272,672 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 13,697 shares of NextEra Energy, Inc.. This represents a change in shares of 0.04% 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)
2026-05-08 2026-03-31 13F NEXTERA ENERGY COM 65339F101 13,702 5 0.04 1,273 15.74 0.1770
2026-02-09 2025-12-31 13F NEXTERA ENERGY COM 65339F101 13,697 6 0.04 1,100 6.39 0.1556
2025-11-06 2025-09-30 13F NEXTERA ENERGY COM 65339F101 13,691 691 5.32 1,034 14.52 0.1589
2025-08-07 2025-06-30 13F NEXTERA ENERGY COM 65339F101 13,000 -961 -6.88 902 -8.80 0.1470
2025-05-06 2025-03-31 13F NEXTERA ENERGY COM 65339F101 13,961 6 0.04 990 -1.10 0.1713
2025-02-04 2024-12-31 13F NEXTERA ENERGY COM 65339F101 13,955 6 0.04 1,000 -15.18 0.1758
2024-11-06 2024-09-30 13F NEXTERA ENERGY COM 65339F101 13,949 5 0.04 1,179 19.45 0.2215
2024-08-05 2024-06-30 13F NEXTERA ENERGY COM 65339F101 13,944 5 0.04 987 10.90 0.2044
2024-05-06 2024-03-31 13F NEXTERA ENERGY COM 65339F101 13,939 507 3.77 891 9.20 0.1911
2024-02-06 2023-12-31 13F NEXTERA ENERGY COM 65339F101 13,432 6 0.04 816 5.98 0.1952
2023-11-06 2023-09-30 13F NEXTERA ENERGY COM 65339F101 13,426 605 4.72 769 -19.14 0.2089
2023-08-07 2023-06-30 13F NEXTERA ENERGY COM 65339F101 12,821 42 0.33 951 -3.35 0.2507
2023-05-12 2023-03-31 13F NEXTERA ENERGY COM 65339F101 12,779 5 0.04 985 -7.78 0.2711
2023-02-13 2022-12-31 13F NEXTERA ENERGY COM 65339F101 12,774 24 0.19 1,068 6.70 0.3090
2022-11-07 2022-09-30 13F NEXTERA ENERGY COM 65339F101 12,750 -715 -5.31 1,000 -4.12 0.3232
2022-08-10 2022-06-30 13F NEXTERA ENERGY COM 65339F101 13,465 805 6.36 1,043 -2.71 0.3228
2022-05-09 2022-03-31 13F NEXTERA ENERGY COM 65339F101 12,660 4 0.03 1,072 -9.31 0.3077
2022-02-11 2021-12-31 13F NEXTERA ENERGY COM 65339F101 12,656 -24 -0.19 1,182 18.67 0.3352
2021-11-08 2021-09-30 13F NEXTERA ENERGY COM 65339F101 12,680 3 0.02 996 7.21 0.3121
2021-08-06 2021-06-30 13F NEXTERA ENERGY COM 65339F101 12,677 4 0.03 929 -3.03 0.2920
2021-05-07 2021-03-31 13F NEXTERA ENERGY COM 65339F101 12,673 993 8.50 958 6.33 0.3253
2021-02-09 2020-12-31 13F NEXTERA ENERGY COM 65339F101 11,680 8,918 322.88 901 17.47 0.3289
2020-11-06 2020-09-30 13F NEXTERA ENERGY COM 65339F101 2,762 34 1.25 767 17.10 0.3178
2020-08-07 2020-06-30 13F NEXTERA ENERGY COM 65339F101 2,728 81 3.06 655 2.83 0.2982
2020-05-08 2020-03-31 13F NEXTERA ENERGY COM 65339F101 2,647 1 0.04 637 -0.62 0.3434
2020-02-07 2019-12-31 13F NEXTERA ENERGY COM 65339F101 2,646 1 0.04 641 4.06 0.2734
2019-11-06 2019-09-30 13F NEXTERA ENERGY COM 65339F101 2,645 1 0.04 616 13.65 0.2869
2019-08-07 2019-06-30 13F NEXTERA ENERGY COM 65339F101 2,644 -128 -4.62 542 1.12 0.2569
2019-05-07 2019-03-31 13F NEXTERA ENERGY COM 65339F101 2,772 43 1.58 536 13.08 0.2639
2019-02-07 2018-12-31 13F NEXTERA ENERGY COM 65339F101 2,729 0 0.00 474 3.72 0.2683
2018-11-06 2018-09-30 13F NEXTERA ENERGY COM 65339F101 2,729 0 0.00 457 0.22 0.2118
2018-08-07 2018-06-30 13F NEXTERA ENERGY COM 65339F101 2,729 -1,598 -36.93 456 -35.50 0.2178
2018-05-07 2018-03-31 13F NEXTERA ENERGY COM 65339F101 4,327 132 3.15 707 7.94 0.3378
2018-02-06 2017-12-31 13F NEXTERA ENERGY COM 65339F101 4,195 520 14.15 655 21.52 0.3140
2017-11-09 2017-09-30 13F NEXTERA ENERGY COM 65339F101 3,675 -70 -1.87 539 2.67 0.2702
2017-08-07 2017-06-30 13F NEXTERA ENERGY COM 65339F101 3,745 30 0.81 525 10.06 0.2782
2017-05-08 2017-03-31 13F NEXTERA ENERGY COM 65339F101 3,715 300 8.78 477 16.91 0.2759
2017-02-06 2016-12-31 13F NEXTERA ENERGY COM 65339F101 3,415 28 0.83 408 -1.45 0.2550
2016-11-07 2016-09-30 13F NEXTERA ENERGY COM 65339F101 3,387 0 0.00 414 -6.33 0.2543
2016-08-08 2016-06-30 13F NEXTERA ENERGY COM 65339F101 3,387 0 0.00 442 10.22 0.2814
2016-05-05 2016-03-31 13F NEXTERA ENERGY COM 65339F101 3,387 -60 -1.74 401 12.01 0.2624
2016-02-03 2015-12-31 13F NEXTERA ENERGY COM 65339F101 3,447 0 0.00 358 6.55 0.2428
2015-11-04 2015-09-30 13F NEXTERA ENERGY COM 65339F101 3,447 100 2.99 336 2.44 0.2407
2015-08-04 2015-06-30 13F NEXTERA ENERGY COM 65339F101 3,347 -220 -6.17 328 -11.59 0.2244
2015-05-05 2015-03-31 13F NEXTERA ENERGY COM 65339F101 3,567 942 35.89 371 32.97 0.2584
2015-02-06 2014-12-31 13F NEXTERA ENERGY COM 65339F101 2,625 0 0.00 279 13.41 0.2017
2014-11-05 2014-09-30 13F NEXTERA ENERGY COM 65339F101 2,625 300 12.90 246 3.36 0.1881
2014-08-07 2014-06-30 13F NEXTERA ENERGY COM 65339F101 2,325 0 0.00 238 7.21 0.1831
2014-05-06 2014-03-31 13F NEXTERA ENERGY COM 65339F101 2,325 -500 -17.70 222 -8.26 0.1777
2014-02-05 2013-12-31 13F NEXTERA ENERGY COM 65339F101 2,825 0 0.00 242 7.08 0.1912
2013-11-06 2013-09-30 13F NEXTERA ENERGY COM 65339F101 2,825 0 0.00 226 -1.74 0.2004
2013-08-09 2013-06-30 13F NEXTERA ENERGY COM 65339F101 2,825 2,825 230 0.2225
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.