NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionValeo Financial Advisors, LLC
Latest Disclosed Ownership25,422 shares
Latest Disclosed Value $ 2,361,241
Valeo Financial Advisors, LLC reports 33.83% decrease in ownership of NEE / NextEra Energy, Inc.

On May 8, 2026 - Valeo Financial Advisors, LLC filed a 13F-HR form disclosing ownership of 25,422 shares of NextEra Energy, Inc. (MX:NEE) valued at $2,361,241 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 38,422 shares of NextEra Energy, Inc.. This represents a change in shares of -33.83% 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 INC COM Stock 65339F101 25,422 -13,000 -33.83 2,361 -23.44 0.0563
2026-02-04 2025-12-31 13F NEXTERA ENERGY INC COM Stock 65339F101 38,422 1,355 3.66 3,085 10.22 0.0685
2025-11-03 2025-09-30 13F NEXTERA ENERGY INC COM Stock 65339F101 37,067 -1,139 -2.98 2,798 5.51 0.0637
2025-09-12 2025-06-30 13F/A-1 NEXTERA ENERGY INC COM Stock 65339F101 38,206 4,744 14.18 2,652 11.85 0.0652
2025-07-22 2025-06-30 13F NEXTERA ENERGY INC COM Stock 65339F101 35,790 2,328 2,485 0.0597
2025-04-30 2025-03-31 13F NEXTERA ENERGY INC COM Stock 65339F101 33,462 5,221 18.49 2,372 17.14 0.0661
2025-01-30 2024-12-31 13F NEXTERA ENERGY INC COM Stock 65339F101 28,241 508 1.83 2,025 -13.65 0.0563
2024-10-10 2024-09-30 13F NEXTERA ENERGY INC COM Stock 65339F101 27,733 1,618 6.20 2,344 26.77 0.0668
2024-07-10 2024-06-30 13F NEXTERA ENERGY INC COM Stock 65339F101 26,115 2,805 12.03 1,849 19.21 0.0578
2024-04-25 2024-03-31 13F/A-1 NEXTERA ENERGY INC COM Stock 65339F101 23,310 7,992 52.17 1,551 66.77 0.0556
2024-04-19 2024-03-31 13F NEXTERA ENERGY INC COM Stock 65339F101 21,488 6,170 1,373 0.0473
2024-01-29 2023-12-31 13F NEXTERA ENERGY INC COM Stock 65339F101 15,318 -6,372 -29.38 930 -25.12 0.0376
2023-10-20 2023-09-30 13F NEXTERA ENERGY INC COM Stock 65339F101 21,690 5,684 35.51 1,243 4.63 0.0566
2023-07-14 2023-06-30 13F NEXTERA ENERGY INC COM Stock 65339F101 16,006 -2,319 -12.65 1,188 -15.93 0.0543
2023-04-17 2023-03-31 13F NEXTERA ENERGY INC COM Stock 65339F101 18,325 2,690 17.20 1,412 8.03 0.0680
2023-02-09 2022-12-31 13F NEXTERA ENERGY INC COM Stock 65339F101 15,635 2,250 16.81 1,307 24.48 0.0717
2022-10-31 2022-09-30 13F NEXTERA ENERGY INC COM Stock 65339F101 13,385 3,148 30.75 1,050 32.41 0.0669
2022-08-03 2022-06-30 13F NEXTERA ENERGY INC COM Stock 65339F101 10,237 -1,939 -15.92 793 -23.08 0.0498
2022-04-28 2022-03-31 13F NEXTERA ENERGY INC COM Stock 65339F101 12,176 1,330 12.26 1,031 1.78 0.0524
2022-01-07 2021-12-31 13F NEXTERA ENERGY INC COM Stock 65339F101 10,846 344 3.28 1,013 22.79 0.0548
2021-11-02 2021-09-30 13F NEXTERA ENERGY INC COM Stock 65339F101 10,502 3,372 47.29 825 58.05 0.0471
2021-07-22 2021-06-30 13F NEXTERA ENERGY INC COM Stock 65339F101 7,130 85 1.21 522 -2.06 0.0317
2021-04-12 2021-03-31 13F NEXTERA ENERGY INC COM Stock 65339F101 7,045 -19 -0.27 533 -2.20 0.0247
2021-02-11 2020-12-31 13F NEXTERA ENERGY INC COM Stock 65339F101 7,064 5,164 271.79 545 3.42 0.0280
2020-10-28 2020-09-30 13F NEXTERA ENERGY INC COM Stock 65339F101 1,900 -191 -9.13 527 4.98 0.0461
2020-07-20 2020-06-30 13F NEXTERA ENERGY INC COM Stock 65339F101 2,091 283 15.65 502 13.57 0.0457
2020-04-13 2020-03-31 13F NEXTERA ENERGY INC COM Stock 65339F101 1,808 -72 -3.83 442 -2.86 0.0470
2020-01-24 2019-12-31 13F NEXTERA ENERGY INC COM Stock 65339F101 1,880 172 10.07 455 14.32 0.0442
2019-10-15 2019-09-30 13F NEXTERA ENERGY INC COM Stock 65339F101 1,708 0 0.00 398 13.71 0.0440
2019-07-10 2019-06-30 13F NEXTERA ENERGY INC COM Stock 65339F101 1,708 201 13.34 350 20.27 0.0401
2019-04-12 2019-03-31 13F NEXTERA ENERGY INC COM Stock 65339F101 1,507 581 62.74 291 80.75 0.0354
2019-01-30 2018-12-31 13F NEXTERA ENERGY INC COM Stock 65339F101 926 -19 -2.01 161 -1.23 0.0226
2018-11-01 2018-09-30 13F NEXTERA ENERGY INC COM Stock 65339F101 945 163 20.84 163 21.64 0.0220
2018-08-14 2018-06-30 13F NEXTERA ENERGY INC COM Stock 65339F101 782 86 12.36 134 17.54 0.0188
2018-04-12 2018-03-31 13F NEXTERA ENERGY INC COM Stock 65339F101 696 91 15.04 114 21.28 0.0183
2018-02-09 2017-12-31 13F NEXTERA ENERGY INC COM Stock 65339F101 605 163 36.88 94 44.62 0.0154
2017-11-15 2017-09-30 13F/A-1 NEXTERA ENERGY INC COM Stock 65339F101 442 442 65 0.0147
2017-11-14 2017-09-30 13F NEXTERA ENERGY INC COM Stock 65339F101 442 65
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.