NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionValmark Advisers, Inc.
Latest Disclosed Ownership37,328 shares
Latest Disclosed Value $ 3,467,019
Valmark Advisers, Inc. reports 2.85% increase in ownership of NEE / NextEra Energy, Inc.

On May 1, 2026 - Valmark Advisers, Inc. filed a 13F-HR form disclosing ownership of 37,328 shares of NextEra Energy, Inc. (MX:NEE) valued at $3,467,019 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 36,293 shares of NextEra Energy, Inc.. This represents a change in shares of 2.85% 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)
2026-05-01 2026-03-31 13F NEXTERA ENERGY COM 65339F101 37,328 1,035 2.85 3,467 19.02 0.0412
2026-01-26 2025-12-31 13F NEXTERA ENERGY COM 65339F101 36,293 176 0.49 2,914 6.86 0.0359
2025-10-24 2025-09-30 13F NEXTERA ENERGY COM 65339F101 36,117 14 0.04 2,726 8.78 0.0352
2025-07-23 2025-06-30 13F NEXTERA ENERGY COM 65339F101 36,103 -184 -0.51 2,506 -2.57 0.0349
2025-04-23 2025-03-31 13F NEXTERA ENERGY COM 65339F101 36,287 -220 -0.60 2,572 -1.72 0.0388
2025-01-30 2024-12-31 13F NEXTERA ENERGY COM 65339F101 36,507 -730 -1.96 2,617 -16.84 0.0405
2024-10-25 2024-09-30 13F NEXTERA ENERGY COM 65339F101 37,237 1,902 5.38 3,148 25.78 0.0492
2024-08-01 2024-06-30 13F NEXTERA ENERGY COM 65339F101 35,335 1,098 3.21 2,502 14.35 0.0425
2024-05-06 2024-03-31 13F NEXTERA ENERGY COM 65339F101 34,237 -1,106 -3.13 2,188 1.96 0.0381
2024-02-02 2023-12-31 13F NEXTERA ENERGY COM 65339F101 35,343 -865 -2.39 2,147 3.47 0.0402
2023-11-08 2023-09-30 13F NEXTERA ENERGY COM 65339F101 36,208 -22 -0.06 2,074 -22.84 0.0430
2023-08-03 2023-06-30 13F NEXTERA ENERGY COM 65339F101 36,230 109 0.30 2,688 -3.45 0.0547
2023-05-02 2023-03-31 13F NEXTERA ENERGY COM 65339F101 36,121 53 0.15 2,784 -7.66 0.0599
2023-02-07 2022-12-31 13F NEXTERA ENERGY COM 65339F101 36,068 1,968 5.77 3,015 12.75 0.0696
2022-11-03 2022-09-30 13F NEXTERA ENERGY COM 65339F101 34,100 0 0.00 2,674 1.25 0.0538
2022-08-01 2022-06-30 13F NEXTERA ENERGY COM 65339F101 34,100 -1,179 -3.34 2,641 -11.61 0.0513
2022-05-10 2022-03-31 13F NEXTERA ENERGY COM 65339F101 35,279 146 0.42 2,988 -8.90 0.0526
2022-02-02 2021-12-31 13F NEXTERA ENERGY COM 65339F101 35,133 815 2.37 3,280 21.71 0.0565
2021-11-09 2021-09-30 13F NEXTERA ENERGY COM 65339F101 34,318 -182 -0.53 2,695 6.61 0.0493
2021-08-06 2021-06-30 13F NEXTERA ENERGY COM 65339F101 34,500 -673 -1.91 2,528 -4.93 0.0463
2021-05-04 2021-03-31 13F NEXTERA ENERGY COM 65339F101 35,173 4,001 12.84 2,659 10.56 0.0513
2021-02-03 2020-12-31 13F NEXTERA ENERGY COM 65339F101 31,172 29,666 1,969.85 2,405 475.36 0.0489
2020-11-09 2020-09-30 13F NEXTERA ENERGY COM 65339F101 1,506 105 7.49 418 24.40 0.0095
2020-07-31 2020-06-30 13F NEXTERA ENERGY COM 65339F101 1,401 -120 -7.89 336 -8.20 0.0079
2020-05-01 2020-03-31 13F NEXTERA ENERGY COM 65339F101 1,521 315 26.12 366 25.34 0.0096
2020-01-31 2019-12-31 13F NEXTERA ENERGY COM 65339F101 1,206 -376 -23.77 292 -20.87 0.0063
2019-11-06 2019-09-30 13F NEXTERA ENERGY COM 65339F101 1,582 312 24.57 369 41.92 0.0082
2019-08-07 2019-06-30 13F NEXTERA ENERGY COM 65339F101 1,270 -80 -5.93 260 -0.38 0.0057
2019-05-10 2019-03-31 13F NEXTERA ENERGY COM 65339F101 1,350 0 0.00 261 11.06 0.0058
2019-02-07 2018-12-31 13F NEXTERA ENERGY COM 65339F101 1,350 0 0.00 235 3.98 0.0056
2018-11-02 2018-09-30 13F NEXTERA ENERGY COM 65339F101 1,350 0 0.00 226 0.44 0.0050
2018-08-07 2018-06-30 13F NEXTERA ENERGY COM 65339F101 1,350 -30 -2.17 225 0.00 0.0050
2018-05-07 2018-03-31 13F NEXTERA ENERGY COM 65339F101 1,380 -443 -24.30 225 -21.05 0.0049
2018-02-09 2017-12-31 13F NEXTERA ENERGY COM 65339F101 1,823 1,823 285 0.0061
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.