NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionTidemark, LLC
Latest Disclosed Ownership1,923 shares
Latest Disclosed Value $ 178,648
Tidemark, LLC reports 10.96% increase in ownership of NEE / NextEra Energy, Inc.

On May 7, 2026 - Tidemark, LLC filed a 13F-HR form disclosing ownership of 1,923 shares of NextEra Energy, Inc. (MX:NEE) valued at $178,648 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 1,733 shares of NextEra Energy, Inc.. This represents a change in shares of 10.96% 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 INC COM Stock 65339F101 1,923 190 10.96 179 28.06 0.0454
2026-02-10 2025-12-31 13F NEXTERA ENERGY Common Stock 65339F101 1,733 8 0.46 139 6.92 0.0395
2025-11-03 2025-09-30 13F NEXTERA ENERGY Common Stock 65339F101 1,725 255 17.35 130 27.45 0.0379
2025-08-11 2025-06-30 13F NEXTERA ENERGY Common Stock 65339F101 1,470 564 62.25 102 59.38 0.0329
2025-05-09 2025-03-31 13F NEXTERA ENERGY Common Stock 65339F101 906 221 32.26 64 30.61 0.0236
2025-02-10 2024-12-31 13F NEXTERA ENERGY Common Stock 65339F101 685 63 10.13 49 -5.77 0.0188
2024-11-07 2024-09-30 13F NEXTERA ENERGY Common Stock 65339F101 622 55 9.70 53 30.00 0.0216
2024-08-12 2024-06-30 13F NEXTERA ENERGY Common Stock 65339F101 567 330 139.24 40 166.67 0.0185
2024-05-13 2024-03-31 13F NEXTERA ENERGY Common Stock 65339F101 237 237 15 0.0084
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.