NextEra Energy, Inc.
US ˙ NYSE ˙ US65339F1012

SecurityNEE / NextEra Energy, Inc.
InstitutionAries Wealth Management
Latest Disclosed Ownership14,114 shares
Latest Disclosed Value $ 1,310,908
Aries Wealth Management reports 0.07% decrease in ownership of NEE / NextEra Energy, Inc.

On May 14, 2026 - Aries Wealth Management filed a 13F-HR form disclosing ownership of 14,114 shares of NextEra Energy, Inc. (US:NEE) valued at $1,310,908 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 14,124 shares of NextEra Energy, Inc.. This represents a change in shares of -0.07% during the quarter. The current value of the position is $1,193,762 USD.

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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-14 2026-03-31 13F NEXTERA ENERGY COM 65339F101 14,114 -10 -0.07 1,311 15.62 0.2882
2026-01-30 2025-12-31 13F NEXTERA ENERGY COM 65339F101 14,124 -799 -5.35 1,134 0.62 0.2511
2025-11-10 2025-09-30 13F NEXTERA ENERGY COM 65339F101 14,923 -407 -2.65 1,127 5.83 0.2665
2025-07-28 2025-06-30 13F NEXTERA ENERGY COM 65339F101 15,330 -1,431 -8.54 1,064 -10.44 0.2781
2025-04-17 2025-03-31 13F NEXTERA ENERGY COM 65339F101 16,761 1,098 7.01 1,188 5.88 0.3226
2025-01-30 2024-12-31 13F NEXTERA ENERGY COM 65339F101 15,663 -175 -1.10 1,123 -16.14 0.3092
2024-10-31 2024-09-30 13F NEXTERA ENERGY COM 65339F101 15,838 2,596 19.60 1,339 42.80 0.3680
2024-07-25 2024-06-30 13F NEXTERA ENERGY COM 65339F101 13,242 -21 -0.16 938 10.63 0.2955
2024-05-03 2024-03-31 13F NEXTERA ENERGY COM 65339F101 13,263 0 0.00 848 5.22 0.2732
2024-01-10 2023-12-31 13F NEXTERA ENERGY COM 65339F101 13,263 -1,572 -10.60 806 -0.12 0.2873
2023-10-19 2023-09-30 13F NEXTERA ENERGY COM 65339F101 14,835 602 4.23 807 -23.67 0.3158
2023-07-14 2023-06-30 13F NEXTERA ENERGY COM 65339F101 14,233 -425 -2.90 1,056 -6.47 0.4095
2023-04-11 2023-03-31 13F NEXTERA ENERGY COM 65339F101 14,658 328 2.29 1,130 -5.68 0.4633
2023-01-19 2022-12-31 13F NEXTERA ENERGY COM 65339F101 14,330 931 6.95 1,198 15.32 0.5164
2022-11-02 2022-09-30 13F NEXTERA ENERGY COM 65339F101 13,399 429 3.31 1,038 3.28 0.4594
2022-07-27 2022-06-30 13F NEXTERA ENERGY COM 65339F101 12,970 12,970 1,005 0.4563
2022-04-23 2022-03-31 13F NEXTERA ENERGY COM 65339F101 0 -10,253 -100.00 0 -100.00
2022-06-06 2021-12-31 13F/A-1 NEXTERA ENERGY COM 65339F101 10,253 0 0.00 957 18.88 0.3647
2022-01-18 2021-12-31 13F NEXTERA ENERGY COM 65339F101 71,771 61,518 6,701 0.3667
2021-10-13 2021-09-30 13F NEXTERA ENERGY COM 65339F101 10,253 815 8.64 805 16.33 0.3405
2021-07-14 2021-06-30 13F NEXTERA ENERGY COM 65339F101 9,438 410 4.54 692 -3.08 0.2960
2021-04-20 2021-03-31 13F NEXTERA ENERGY COM 65339F101 9,028 4,200 86.99 714 82.14 0.3207
2021-01-22 2020-12-31 13F NEXTERA ENERGY COM 65339F101 4,828 3,621 300.00 392 17.01 0.1958
2020-10-14 2020-09-30 13F NEXTERA ENERGY COM 65339F101 1,207 -70 -5.48 335 9.12 0.1901
2020-07-09 2020-06-30 13F NEXTERA ENERGY COM 65339F101 1,277 108 9.24 307 15.85 0.1874
2020-04-09 2020-03-31 13F NEXTERA ENERGY COM 65339F101 1,169 0 0.00 265 -6.03 0.2020
2020-01-13 2019-12-31 13F NEXTERA ENERGY COM 65339F101 1,169 0 0.00 282 5.22 0.1721
2019-10-22 2019-09-30 13F NEXTERA ENERGY COM 65339F101 1,169 -11 -0.93 268 8.94 0.1782
2019-07-15 2019-06-30 13F NEXTERA ENERGY COM 65339F101 1,180 0 0.00 246 7.89 0.1720
2019-04-09 2019-03-31 13F NEXTERA ENERGY COM 65339F101 1,180 1,180 228 0.1705
2018-04-17 2018-03-31 13F NEXTERA ENERGY COM 65339F101 0 -1,495 -100.00 0 -100.00
2018-02-05 2017-12-31 13F NEXTERA ENERGY COM 65339F101 1,495 1,495 224 0.2063
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.