NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionWealthcare Advisory Partners LLC
Latest Disclosed Ownership36,468 shares
Latest Disclosed Value $ 3,387,138
Wealthcare Advisory Partners LLC reports 27.54% increase in ownership of NEE / NextEra Energy, Inc.

On April 14, 2026 - Wealthcare Advisory Partners LLC filed a 13F-HR form disclosing ownership of 36,468 shares of NextEra Energy, Inc. (MX:NEE) valued at $3,387,138 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 28,593 shares of NextEra Energy, Inc.. This represents a change in shares of 27.54% 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)
2026-04-14 2026-03-31 13F NEXTERA ENERGY COM 65339F101 36,468 7,875 27.54 3,387 47.58 0.0659
2026-01-14 2025-12-31 13F NEXTERA ENERGY COM 65339F101 28,593 709 2.54 2,295 9.08 0.0451
2025-11-07 2025-09-30 13F NEXTERA ENERGY COM 65339F101 27,884 -621 -2.18 2,105 6.37 0.0438
2025-07-22 2025-06-30 13F NEXTERA ENERGY COM 65339F101 28,505 7,261 34.18 1,979 31.43 0.0451
2025-04-15 2025-03-31 13F NEXTERA ENERGY COM 65339F101 21,244 -609 -2.79 1,506 -3.90 0.0404
2025-01-15 2024-12-31 13F NEXTERA ENERGY COM 65339F101 21,853 -5,813 -21.01 1,567 -33.02 0.0435
2024-11-04 2024-09-30 13F NEXTERA ENERGY COM 65339F101 27,666 3,395 13.99 2,339 36.09 0.0666
2024-08-12 2024-06-30 13F NEXTERA ENERGY COM 65339F101 24,271 1,198 5.19 1,719 16.55 0.0537
2024-04-15 2024-03-31 13F NEXTERA ENERGY COM 65339F101 23,073 4,401 23.57 1,475 29.98 0.0484
2024-02-06 2023-12-31 13F NEXTERA ENERGY COM 65339F101 18,672 -459 -2.40 1,134 3.56 0.0451
2023-10-12 2023-09-30 13F NEXTERA ENERGY COM 65339F101 19,131 1,960 11.41 1,096 -14.05 0.0503
2023-07-17 2023-06-30 13F NEXTERA ENERGY COM 65339F101 17,171 -2,899 -14.44 1,274 -17.59 0.0570
2023-05-04 2023-03-31 13F NEXTERA ENERGY COM 65339F101 20,070 1,373 7.34 1,547 -1.09 0.0665
2023-02-13 2022-12-31 13F NEXTERA ENERGY COMMON 65339F101 18,697 731 4.07 1,563 10.93 0.0747
2022-11-14 2022-09-30 13F NEXTERA ENERGY COMMON 65339F101 17,966 1,528 9.30 1,409 10.68 0.0804
2022-08-15 2022-06-30 13F NEXTERA ENERGY COMMON 65339F101 16,438 5,262 47.08 1,273 34.42 0.0770
2022-04-15 2022-03-31 13F NEXTERA ENERGY COMMON 65339F101 11,176 238 2.18 947 -7.25 0.0575
2022-02-11 2021-12-31 13F NEXTERA ENERGY COMMON 65339F101 10,938 -1,397 -11.33 1,021 5.37 0.0611
2021-11-15 2021-09-30 13F NEXTERA ENERGY Equity 65339F101 12,335 1,106 9.85 969 17.74 0.0634
2021-08-16 2021-06-30 13F NEXTERA ENERGY COMMON 65339F101 11,229 3,376 42.99 823 38.55 0.0551
2021-04-30 2021-03-31 13F NEXTERA ENERGY COMMON 65339F101 7,853 282 3.72 594 1.71 0.0430
2021-02-12 2020-12-31 13F NEXTERA ENERGY COMMON 65339F101 7,571 5,281 230.61 584 -8.03 0.0519
2020-10-29 2020-09-30 13F NEXTERA ENERGY COMMON 65339F101 2,290 992 76.43 635 103.53 0.0696
2020-07-29 2020-06-30 13F NEXTERA ENERGY COMMON 65339F101 1,298 42 3.34 312 3.31 0.0389
2020-04-29 2020-03-31 13F NEXTERA ENERGY COMMON 65339F101 1,256 160 14.60 302 13.96 0.0443
2020-01-29 2019-12-31 13F NEXTERA ENERGY INC COM COMMON 65339F101 1,096 -160 -12.74 265 -9.56 0.0337
2019-10-16 2019-09-30 13F NEXTERA ENERGY INC COM COMMON 65339F101 1,256 -44 -3.38 293 244.71 0.0425
2019-07-30 2019-06-30 13F NEXTERA ENERGY INC UTS COMMON 65339F820 1,300 0 0.00 85 4.94 0.0135
2019-07-30 2019-06-30 13F NEXTERA ENERGY INC COM COMMON 65339F101 815 123 167 0.0265
2019-05-13 2019-03-31 13F NEXTERA ENERGY INC UTS COMMON 65339F820 1,300 0 0.00 81 9.46 0.0138
2019-05-13 2019-03-31 13F NEXTERA ENERGY INC COM COMMON 65339F101 692 -608 134 0.0229
2019-02-14 2018-12-31 13F NEXTERA ENERGY INC UTS COMMON 65339F820 1,300 0 0.00 74 0.00 0.0144
2019-02-14 2018-12-31 13F NEXTERA ENERGY INC COM COMMON 65339F101 716 -584 124 0.0241
2018-11-14 2018-09-30 13F NEXTERA ENERGY INC UTS COMMON 65339F820 1,300 0 0.00 74 0.00 0.0136
2018-11-14 2018-09-30 13F NEXTERA ENERGY INC COM COMMON 65339F101 678 1 114 0.0209
2018-08-13 2018-06-30 13F NEXTERA ENERGY INC UTS COMMON 65339F820 1,300 0 0.00 74 -1.33 0.0145
2018-08-13 2018-06-30 13F NEXTERA ENERGY INC COM COMMON 65339F101 677 84 113 0.0222
2018-05-14 2018-03-31 13F NEXTERA ENERGY INC UTS COMMON 65339F820 1,300 0 0.00 75 1.35 0.0169
2018-05-14 2018-03-31 13F NEXTERA ENERGY INC COM COMMON 65339F101 593 -368 97 0.0219
2018-02-14 2017-12-31 13F NEXTERA ENERGY INC UTS COMMON 65339F820 1,300 897 222.58 74 25.42 0.0190
2018-02-14 2017-12-31 13F NEXTERA ENERGY INC COM COMMON 65339F101 961 -339 150 0.0386
2017-11-15 2017-09-30 13F NEXTERA ENERGY INC COM COMMON 65339F101 403 403 59 0.0175
2017-11-15 2017-09-30 13F NEXTERA ENERGY INC UTS COMMON 65339F820 1,300 1,300 72 0.0214
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.