NextEra Energy, Inc.
US ˙ NYSE ˙ US65339F1012

SecurityNEE / NextEra Energy, Inc.
InstitutionGM Advisory Group, Inc.
Latest Disclosed Ownership35,902 shares
Latest Disclosed Value $ 3,334,608
GM Advisory Group, Inc. reports 2.93% increase in ownership of NEE / NextEra Energy, Inc.

On April 28, 2026 - GM Advisory Group, Inc. filed a 13F-HR form disclosing ownership of 35,902 shares of NextEra Energy, Inc. (US:NEE) valued at $3,334,578 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 34,881 shares of NextEra Energy, Inc.. This represents a change in shares of 2.93% during the quarter. The current value of the position is $3,036,591 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)
2026-04-28 2026-03-31 13F Nextera Energy Com 65339F101 35,902 1,021 2.93 3,335 19.07 0.1233
2026-02-13 2025-12-31 13F Nextera Energy COM 65339F101 34,881 23,692 211.74 2,800 231.75
2025-11-19 2025-09-30 13F NEXTERA ENERGY COM 65339F101 11,189 -659 -5.56 845 2.68 0.0359
2025-08-13 2025-06-30 13F NEXTERA ENERGY COM 65339F101 11,848 -2,050 -14.75 822 -16.55 0.0407
2025-05-14 2025-03-31 13F NEXTERA ENERGY COM 65339F101 13,898 -705 -4.83 985 -5.83 0.0532
2025-02-11 2024-12-31 13F NEXTERA ENERGY COM 65339F101 14,603 -1,138 -7.23 1,047 -21.35 0.0579
2024-11-12 2024-09-30 13F NEXTERA ENERGY COM 65339F101 15,741 -3,120 -16.54 1,331 -0.37 0.0797
2024-08-12 2024-06-30 13F NEXTERA ENERGY COM 65339F101 18,861 41 0.22 1,336 11.06 0.0862
2024-05-09 2024-03-31 13F NEXTERA ENERGY COM 65339F101 18,820 471 2.57 1,203 7.90 0.0843
2024-02-12 2023-12-31 13F NEXTERA ENERGY COM 65339F101 18,349 6,707 57.61 1,115 67.27 0.0842
2023-11-14 2023-09-30 13F NEXTERA ENERGY COM 65339F101 11,642 2,885 32.95 667 2.62 0.0545
2023-08-14 2023-06-30 13F NEXTERA ENERGY COM 65339F101 8,757 -252 -2.80 650 -6.48 0.0538
2023-05-12 2023-03-31 13F NEXTERA ENERGY COM 65339F101 9,009 47 0.52 694 -7.34 0.0632
2023-02-13 2022-12-31 13F NEXTERA ENERGY COM 65339F101 8,962 120 1.36 749 8.08 0.0799
2022-11-14 2022-09-30 13F NEXTERA ENERGY COM 65339F101 8,842 229 2.66 693 3.90 0.0872
2022-08-15 2022-06-30 13F NEXTERA ENERGY COM 65339F101 8,613 -526 -5.76 667 -13.82 0.1040
2022-05-13 2022-03-31 13F NEXTERA ENERGY COM 65339F101 9,139 178 1.99 774 -7.53 0.0921
2022-02-10 2021-12-31 13F NEXTERA ENERGY COM 65339F101 8,961 498 5.88 837 25.86 0.0746
2021-11-12 2021-09-30 13F NEXTERA ENERGY COM 65339F101 8,463 0 0.00 665 7.26 0.0671
2021-08-16 2021-06-30 13F NEXTERA ENERGY COM 65339F101 8,463 0 0.00 620 -3.12 0.0636
2021-05-13 2021-03-31 13F NEXTERA ENERGY COM 65339F101 8,463 423 5.26 640 3.23 0.0768
2021-02-12 2020-12-31 13F NEXTERA ENERGY COM 65339F101 8,040 6,588 453.72 620 53.85 0.0830
2020-11-12 2020-09-30 13F NEXTERA ENERGY COM 65339F101 1,452 125 9.42 403 26.33 0.0617
2020-08-13 2020-06-30 13F NEXTERA ENERGY COM 65339F101 1,327 -189 -12.47 319 -12.60 0.0590
2020-05-13 2020-03-31 13F NEXTERA ENERGY COM 65339F101 1,516 0 0.00 365 -0.54 0.0994
2020-02-14 2019-12-31 13F NEXTERA ENERGY COM 65339F101 1,516 -168 -9.98 367 -6.38 0.1136
2019-11-14 2019-09-30 13F NEXTERA ENERGY COM 65339F101 1,684 0 0.00 392 13.62 0.1219
2019-08-09 2019-06-30 13F NEXTERA ENERGY COM 65339F101 1,684 -75 -4.26 345 1.47 0.1084
2019-05-14 2019-03-31 13F NEXTERA ENERGY COM 65339F101 1,759 75 4.45 340 16.04 0.1117
2019-02-13 2018-12-31 13F NEXTERA ENERGY COM 65339F101 1,684 0 0.00 293 3.90 0.1090
2018-11-13 2018-09-30 13F NEXTERA ENERGY COM 65339F101 1,684 0 0.00 282 0.36 0.0884
2018-08-14 2018-06-30 13F NEXTERA ENERGY COM 65339F101 1,684 0 0.00 281 2.18 0.0835
2018-05-14 2018-03-31 13F NEXTERA ENERGY COM 65339F101 1,684 -90 -5.07 275 -0.72 0.0830
2018-02-09 2017-12-31 13F NEXTERA ENERGY COM 65339F101 1,774 1,774 277 0.0754
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.