NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionWinch Advisory Services, LLC
Latest Disclosed Ownership7,131 shares
Latest Disclosed Value $ 662,298
Winch Advisory Services, LLC reports 23.82% increase in ownership of NEE / NextEra Energy, Inc.

On April 30, 2026 - Winch Advisory Services, LLC filed a 13F-HR form disclosing ownership of 7,131 shares of NextEra Energy, Inc. (MX:NEE) valued at $662,298 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 5,759 shares of NextEra Energy, Inc.. This represents a change in shares of 23.82% 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)
2026-04-30 2026-03-31 13F NEXTERA ENERGY COM 65339F101 7,131 1,372 23.82 662 43.29 0.1512
2026-02-03 2025-12-31 13F NEXTERA ENERGY COM 65339F101 5,759 692 13.66 462 20.94 0.1023
2025-11-12 2025-09-30 13F NEXTERA ENERGY COM 65339F101 5,067 -18 -0.35 382 8.22 0.0861
2025-08-07 2025-06-30 13F NEXTERA ENERGY COM 65339F101 5,085 431 9.26 353 7.29 0.0862
2025-05-06 2025-03-31 13F NEXTERA ENERGY COM 65339F101 4,654 2,567 123.00 330 120.81 0.0872
2025-01-14 2024-12-31 13F NEXTERA ENERGY COM 65339F101 2,087 66 3.27 150 -12.35 0.0389
2024-10-21 2024-09-30 13F NEXTERA ENERGY COM 65339F101 2,021 165 8.89 171 29.77 0.0472
2024-07-31 2024-06-30 13F NEXTERA ENERGY COM 65339F101 1,856 12 0.65 131 11.97 0.0376
2024-05-14 2024-03-31 13F NEXTERA ENERGY COM 65339F101 1,844 751 68.71 118 77.27 0.0360
2024-01-18 2023-12-31 13F NEXTERA ENERGY COM 65339F101 1,093 305 38.71 66 0.0220
2023-11-06 2023-09-30 13F NEXTERA ENERGY COM 65339F101 788 -47 -5.63 0 0.0165
2023-08-08 2023-06-30 13F NEXTERA ENERGY COM 65339F101 835 108 14.86 0 0.0223
2023-05-10 2023-03-31 13F NEXTERA ENERGY COM 65339F101 727 3 0.41 0 0.0217
2023-01-26 2022-12-31 13F NEXTERA ENERGY COM 65339F101 724 593 452.67 0 -100.00 0.0260
2022-10-31 2022-09-30 13F NEXTERA ENERGY COM 65339F101 131 0 0.00 10 0.00 0.0043
2022-08-12 2022-06-30 13F NEXTERA ENERGY COM 65339F101 131 1 0.77 10 -9.09 0.0041
2022-04-26 2022-03-31 13F NEXTERA ENERGY INC COM COM 65339F101 130 0 0.00 11 -8.33 0.0038
2022-02-04 2021-12-31 13F NEXTERA ENERGY INC COM COM 65339F101 130 0 0.00 12 20.00 0.0040
2021-11-10 2021-09-30 13F NEXTERA ENERGY INC COM COM 65339F101 130 1 0.78 10 11.11 0.0035
2021-08-05 2021-06-30 13F NEXTERA ENERGY INC COM COM 65339F101 129 1 0.78 9 -10.00 0.0032
2021-05-03 2021-03-31 13F NEXTERA ENERGY INC COM COM 65339F101 128 0 0.00 10 0.00 0.0040
2021-02-09 2020-12-31 13F NEXTERA ENERGY INC COM COM 65339F101 128 96 300.00 10 11.11 0.0042
2020-11-04 2020-09-30 13F NEXTERA ENERGY INC COM COM 65339F101 32 0 0.00 9 12.50 0.0038
2020-08-12 2020-06-30 13F NEXTERA ENERGY INC COM COM 65339F101 32 1 3.23 8 0.00 0.0038
2020-05-13 2020-03-31 13F NEXTERA ENERGY INC COM COM 65339F101 31 0 0.00 8 0.00 0.0040
2020-02-12 2019-12-31 13F NEXTERA ENERGY INC COM COM 65339F101 31 6 24.00 8 33.33 0.0038
2019-11-13 2019-09-30 13F NEXTERA ENERGY INC COM COM 65339F101 25 0 0.00 6 20.00 0.0031
2019-08-07 2019-06-30 13F NEXTERA ENERGY INC COM COM 65339F101 25 6 31.58 5 25.00 0.0026
2019-05-13 2019-03-31 13F NEXTERA ENERGY INC COM COM 65339F101 19 19 4 0.0022
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.