NextEra Energy, Inc.
US ˙ NYSE ˙ US65339F1012

SecurityNEE / NextEra Energy, Inc.
InstitutionAviso Wealth Management
Latest Disclosed Ownership20,202 shares
Latest Disclosed Value $ 1,876,362
Aviso Wealth Management reports 2.39% increase in ownership of NEE / NextEra Energy, Inc.

On May 8, 2026 - Aviso Wealth Management filed a 13F-HR form disclosing ownership of 20,202 shares of NextEra Energy, Inc. (US:NEE) valued at $1,876,362 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 19,731 shares of NextEra Energy, Inc.. This represents a change in shares of 2.39% during the quarter. The current value of the position is $1,708,685 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.

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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)
2026-05-08 2026-03-31 13F NEXTERA ENERGY COM 65339F101 20,202 471 2.39 1,876 18.43 0.8457
2026-02-13 2025-12-31 13F NEXTERA ENERGY COM 65339F101 19,731 849 4.50 1,584 11.16 0.6659
2025-11-14 2025-09-30 13F NEXTERA ENERGY OM 65339F101 18,882 -560 -2.88 1,425 5.63 0.6213
2025-08-11 2025-06-30 13F NEXTERA ENERGY COM 65339F101 19,442 1,421 7.89 1,350 5.64 0.6302
2025-05-09 2025-03-31 13F NEXTERA ENERGY COM 65339F101 18,021 653 3.76 1,277 2.57 0.6790
2025-02-12 2024-12-31 13F NEXTERA ENERGY COM 65339F101 17,368 7,366 73.65 1,245 47.34 0.6352
2024-11-07 2024-09-30 13F NEXTERA ENERGY COM 65339F101 10,002 1,859 22.83 845 46.70 0.4586
2024-08-15 2024-06-30 13F NEXTERA ENERGY COM 65339F101 8,143 -146 -1.76 577 8.88 0.3423
2024-05-14 2024-03-31 13F NEXTERA ENERGY COM 65339F101 8,289 1,885 29.43 530 36.34 0.3340
2024-02-13 2023-12-31 13F NEXTERA ENERGY COM 65339F101 6,404 6,404 389 0.2819
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.