NextEra Energy, Inc.
US ˙ NYSE ˙ US65339F1012

SecurityNEE / NextEra Energy, Inc.
InstitutionCsenge Advisory Group
Latest Disclosed Ownership10,585 shares
Latest Disclosed Value $ 983,147
Csenge Advisory Group reports 20.65% decrease in ownership of NEE / NextEra Energy, Inc.

On April 30, 2026 - Csenge Advisory Group filed a 13F-HR form disclosing ownership of 10,585 shares of NextEra Energy, Inc. (US:NEE) valued at $983,135 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 13,339 shares of NextEra Energy, Inc.. This represents a change in shares of -20.65% during the quarter. The current value of the position is $895,279 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)
2026-04-30 2026-03-31 13F NEXTERA ENERGY COM 65339F101 10,585 -2,754 -20.65 983 -8.13 0.0450
2026-02-06 2025-12-31 13F NEXTERA ENERGY COM 65339F101 13,339 -904 -6.35 1,071 -0.47 0.0484
2025-10-28 2025-09-30 13F NEXTERA ENERGY COM 65339F101 14,243 -3,470 -19.59 1,075 -14.07 0.0513
2025-08-06 2025-06-30 13F NEXTERA ENERGY COM 65339F101 17,713 877 5.21 1,251 12.10 0.0658
2025-05-05 2025-03-31 13F NEXTERA ENERGY COM 65339F101 16,836 -5,732 -25.40 1,116 -30.98 0.0633
2025-01-30 2024-12-31 13F NEXTERA ENERGY COM 65339F101 22,568 -2,590 -10.29 1,618 -21.47 0.0878
2024-11-13 2024-09-30 13F NEXTERA ENERGY COM 65339F101 25,158 -1,310 -4.95 2,059 9.87 0.1074
2024-07-10 2024-06-30 13F NEXTERA ENERGY COM 65339F101 26,468 608 2.35 1,874 13.44 0.1064
2024-05-03 2024-03-31 13F NEXTERA ENERGY COM 65339F101 25,860 -475 -1.80 1,653 3.31 0.0925
2024-02-13 2023-12-31 13F NEXTERA ENERGY COM 65339F101 26,335 1,341 5.37 1,600 11.74 0.0997
2023-11-01 2023-09-30 13F NEXTERA ENERGY COM 65339F101 24,994 -202 -0.80 1,432 -23.43 0.0975
2023-07-20 2023-06-30 13F NEXTERA ENERGY COM 65339F101 25,196 1,798 7.68 1,870 3.66 0.1253
2023-05-01 2023-03-31 13F NEXTERA ENERGY COM 65339F101 23,398 778 3.44 1,803 -4.65 0.1302
2023-02-10 2022-12-31 13F NEXTERA ENERGY COM 65339F101 22,620 396 1.78 1,891 189,000.00 0.1465
2022-10-04 2022-09-30 13F NEXTERA ENERGY COM 65339F101 22,224 499 2.30 2 0.00 0.1446
2022-07-27 2022-06-30 13F NEXTERA ENERGY COM 65339F101 21,725 -352 -1.59 2 0.00 0.1410
2022-05-09 2022-03-31 13F NEXTERA ENERGY COM 65339F101 22,077 3,643 19.76 2 0.00 0.1480
2022-02-10 2021-12-31 13F NEXTERA ENERGY COM 65339F101 18,434 -4,487 -19.58 1 0.00 0.1217
2021-10-20 2021-09-30 13F NEXTERA ENERGY COM 65339F101 22,921 4,487 24.34 2 0.00 0.1529
2021-07-21 2021-06-30 13F NEXTERA ENERGY COM 65339F101 18,434 3,962 27.38 1 0.00 0.1216
2021-04-28 2021-03-31 13F NEXTERA ENERGY COM 65339F101 14,472 252 1.77 1 0.00 0.1156
2021-01-26 2020-12-31 13F NEXTERA ENERGY COM 65339F101 14,220 9,903 229.40 1 0.00 0.1309
2020-11-09 2020-09-30 13F NEXTERA ENERGY COM 65339F101 4,317 23 0.54 1 -99.90 0.1717
2020-07-17 2020-06-30 13F NEXTERA ENERGY COM 65339F101 4,294 -327 -7.08 1,031 -7.28 0.1480
2020-04-21 2020-03-31 13F NEXTERA ENERGY COM 65339F101 4,621 105 2.33 1,112 1.65 0.2922
2020-02-05 2019-12-31 13F NEXTERA ENERGY COM 65339F101 4,516 -17 -0.38 1,094 3.50 0.2778
2019-11-14 2019-09-30 13F NEXTERA ENERGY COM 65339F101 4,533 271 6.36 1,057 21.08 0.2897
2019-07-30 2019-06-30 13F NEXTERA ENERGY COM 65339F101 4,262 -308 -6.74 873 -1.13 0.2971
2019-05-07 2019-03-31 13F NEXTERA ENERGY COM 65339F101 4,570 -1,248 -21.45 883 -12.66 0.3027
2019-02-07 2018-12-31 13F NEXTERA ENERGY COM 65339F101 5,818 188 3.34 1,011 1.61 0.3708
2018-11-19 2018-09-30 13F NEXTERA ENERGY COM 65339F101 5,630 -2,636 -31.89 995 -27.85 0.3865
2018-08-10 2018-06-30 13F NEXTERA ENERGY COM 65339F101 8,266 2,082 33.67 1,379 36.53 0.5066
2018-05-10 2018-03-31 13F NEXTERA ENERGY COM 65339F101 6,184 -2,913 -32.02 1,010 -28.92 0.3505
2018-02-15 2017-12-31 13F NEXTERA ENERGY COM 65339F101 9,097 1,455 19.04 1,421 26.99 0.5081
2017-10-31 2017-09-30 13F NEXTERA ENERGY Common Stock 65339F101 7,642 7,642 1,120 0.4427
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.