NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionWestern Wealth Management, LLC
Latest Disclosed Ownership37,980 shares
Latest Disclosed Value $ 3,527,564
Western Wealth Management, LLC reports 44.70% increase in ownership of NEE / NextEra Energy, Inc.

On May 19, 2026 - Western Wealth Management, LLC filed a 13F-HR form disclosing ownership of 37,980 shares of NextEra Energy, Inc. (MX:NEE) valued at $3,527,564 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 26,248 shares of NextEra Energy, Inc.. This represents a change in shares of 44.70% 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)
2026-05-19 2026-03-31 13F NEXTERA ENERGY COM 65339F101 37,980 11,732 44.70 3,528 67.39 0.0820
2026-02-05 2025-12-31 13F NEXTERA ENERGY Common Stock 65339F101 26,248 4,175 18.91 2,107 26.47 0.0971
2025-11-06 2025-09-30 13F NEXTERA ENERGY Common Stock 65339F101 22,073 -8,992 -28.95 1,666 -22.73 0.0879
2025-08-11 2025-06-30 13F NEXTERA ENERGY Common Stock 65339F101 31,065 -641 -2.02 2,157 -4.05 0.1280
2025-04-23 2025-03-31 13F NEXTERA ENERGY Common Stock 65339F101 31,706 -1,609 -4.83 2,248 -5.90 0.1487
2025-04-16 2024-12-31 13F/A-1 NEXTERA ENERGY Common Stock 65339F101 33,315 -10,600 -24.14 2,388 -35.67 0.1556
2025-02-18 2024-12-31 13F NEXTERA ENERGY COM 65339F101 11,296 -32,619 810 0.2431
2024-11-12 2024-09-30 13F NEXTERA ENERGY COM 65339F101 43,915 12,932 41.74 3,712 69.27 0.2116
2024-07-19 2024-06-30 13F NEXTERA ENERGY COM 65339F101 30,983 -183 -0.59 2,194 10.15 0.1626
2024-05-03 2024-03-31 13F NEXTERA ENERGY COM 65339F101 31,166 -10,464 -25.14 1,992 -21.24 0.1548
2024-01-31 2023-12-31 13F NEXTERA ENERGY COM 65339F101 41,630 6,980 20.14 2,529 27.36 0.1822
2023-11-08 2023-09-30 13F NEXTERA ENERGY COM 65339F101 34,650 3,731 12.07 1,985 -13.47 0.1677
2023-08-30 2023-06-30 13F NEXTERA ENERGY COM 65339F101 30,919 551 1.81 2,294 -1.97 0.1957
2023-08-30 2023-03-31 13F NEXTERA ENERGY COM 65339F101 30,368 1,769 6.19 2,341 -2.09 0.2178
2023-02-03 2022-12-31 13F NEXTERA ENERGY COM 65339F101 28,599 -21,311 -42.70 2,391 -38.98 0.2444
2022-11-07 2022-09-30 13F NEXTERA ENERGY COM 65339F101 49,910 6,030 13.74 3,917 14.77 0.2243
2022-07-18 2022-06-30 13F NEXTERA ENERGY COM 65339F101 43,880 666 1.54 3,413 -6.77 0.1959
2022-05-10 2022-03-31 13F NEXTERA ENERGY COM 65339F101 43,214 24,562 131.69 3,661 109.44 0.1777
2022-02-14 2021-12-31 13F NEXTERA ENERGY COM 65339F101 18,652 -8,594 -31.54 1,748 -12.29 0.1726
2021-08-09 2021-06-30 13F NEXTERA ENERGY COM 65339F101 27,246 9,586 54.28 1,993 49.29 0.2049
2021-05-14 2021-03-31 13F NEXTERA ENERGY COM 65339F101 17,660 4,669 35.94 1,335 33.23 0.1795
2021-02-10 2020-12-31 13F NEXTERA ENERGY COM 65339F101 12,991 9,204 243.04 1,002 -4.75 0.1471
2020-10-27 2020-09-30 13F NEXTERA ENERGY COM 65339F101 3,787 190 5.28 1,052 21.06 0.1718
2020-07-20 2020-06-30 13F NEXTERA ENERGY COM 65339F101 3,597 -441 -10.92 869 -10.50 0.1576
2020-04-27 2020-03-31 13F NEXTERA ENERGY COM 65339F101 4,038 348 9.43 971 8.61 0.2227
2020-02-10 2019-12-31 13F NEXTERA ENERGY COM 65339F101 3,690 39 1.07 894 5.18 0.1355
2019-11-08 2019-09-30 13F NEXTERA ENERGY COM 65339F101 3,651 1,023 38.93 850 58.58 0.1769
2019-08-06 2019-06-30 13F NEXTERA ENERGY COM 65339F101 2,628 -273 -9.41 536 -4.29 0.0704
2019-05-10 2019-03-31 13F NEXTERA ENERGY COM 65339F101 2,901 62 2.18 560 13.82 0.1246
2019-02-15 2018-12-31 13F NEXTERA ENERGY COM 65339F101 2,839 2,839 492 0.1323
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.