NextEra Energy, Inc.
US ˙ NYSE ˙ US65339F1012

SecurityNEE / NextEra Energy, Inc.
InstitutionPrinciple Wealth Partners Llc
Latest Disclosed Ownership39,438 shares
Latest Disclosed Value $ 3,663,020
Principle Wealth Partners Llc reports 1.41% decrease in ownership of NEE / NextEra Energy, Inc.

On May 7, 2026 - Principle Wealth Partners Llc filed a 13F-HR form disclosing ownership of 39,438 shares of NextEra Energy, Inc. (US:NEE) valued at $3,663,001 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 40,004 shares of NextEra Energy, Inc.. This represents a change in shares of -1.41% during the quarter. The current value of the position is $3,335,666 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)
2026-05-07 2026-03-31 13F NEXTERA ENERGY COM 65339F101 39,438 -566 -1.41 3,663 14.08 0.2093
2026-02-06 2025-12-31 13F NEXTERA ENERGY COM 65339F101 40,004 -1,348 -3.26 3,212 2.88 0.1807
2025-11-03 2025-09-30 13F NEXTERA ENERGY COM 65339F101 41,352 5,595 15.65 3,122 25.75 0.1812
2025-07-30 2025-06-30 13F NEXTERA ENERGY COM 65339F101 35,757 806 2.31 2,482 0.20 0.1550
2025-05-06 2025-03-31 13F NEXTERA ENERGY COM 65339F101 34,951 -1,505 -4.13 2,478 -5.20 0.1771
2025-01-29 2024-12-31 13F NEXTERA ENERGY COM 65339F101 36,456 1,050 2.97 2,614 -12.67 0.1834
2024-11-13 2024-09-30 13F NEXTERA ENERGY COM 65339F101 35,406 939 2.72 2,993 22.62 0.2120
2024-08-13 2024-06-30 13F NEXTERA ENERGY COM 65339F101 34,467 909 2.71 2,441 13.81 0.1858
2024-04-23 2024-03-31 13F/A-1 NEXTERA ENERGY COM 65339F101 33,558 6,380 23.47 2,145 29.94 0.1675
2024-04-23 2024-03-31 13F NEXTERA ENERGY COM 65339F101 33,558 6,380 2,145 0.1675
2024-02-05 2023-12-31 13F NEXTERA ENERGY COM 65339F101 27,178 -11,364 -29.48 1,651 -25.27 0.1421
2023-11-01 2023-09-30 13F NEXTERA ENERGY COM 65339F101 38,542 -228 -0.59 2,208 -23.23 0.2219
2023-07-31 2023-06-30 13F NEXTERA ENERGY COM 65339F101 38,770 -4 -0.01 2,877 -3.75 0.2891
2023-05-10 2023-03-31 13F NEXTERA ENERGY COM 65339F101 38,774 0 0.00 2,989 -7.81 0.3195
2023-02-02 2022-12-31 13F NEXTERA ENERGY INC COM Stock 65339F101 38,774 5,507 16.55 3,242 24.27 0.3673
2022-11-14 2022-09-30 13F NEXTERA ENERGY INC COM Stock 65339F101 33,267 2,225 7.17 2,608 8.44 0.2460
2022-08-02 2022-06-30 13F NEXTERA ENERGY INC COM Stock 65339F101 31,042 2,915 10.36 2,405 0.92 0.2894
2022-05-12 2022-03-31 13F NEXTERA ENERGY INC COM Stock 65339F101 28,127 5,585 24.78 2,383 13.21 0.2506
2022-02-11 2021-12-31 13F NEXTERA ENERGY INC COM Stock 65339F101 22,542 0 0.00 2,105 18.93 0.2210
2021-11-16 2021-09-30 13F NEXTERA ENERGY INC COM Stock 65339F101 22,542 0 0.00 1,770 7.14 0.2044
2021-08-13 2021-06-30 13F NEXTERA ENERGY INC COM Stock 65339F101 22,542 4,230 23.10 1,652 19.28 0.1876
2021-05-18 2021-03-31 13F NEXTERA ENERGY INC COM Stock 65339F101 18,312 3,080 20.22 1,385 17.87 0.1620
2021-02-16 2020-12-31 13F NEXTERA ENERGY INC COM Stock 65339F101 15,232 13,266 674.77 1,175 115.20 0.1548
2020-11-16 2020-09-30 13F NEXTERA ENERGY INC COM Stock 65339F101 1,966 0 0.00 546 15.68 0.1521
2020-08-14 2020-06-30 13F NEXTERA ENERGY INC COM Stock 65339F101 1,966 0 0.00 472 -0.21 0.1386
2020-05-13 2020-03-31 13F NEXTERA ENERGY INC COM Stock 65339F101 1,966 -50 -2.48 473 -3.07 0.1775
2020-02-04 2019-12-31 13F NEXTERA ENERGY INC COM Stock 65339F101 2,016 0 0.00 488 3.83 0.1558
2019-11-05 2019-09-30 13F NEXTERA ENERGY INC COM Stock 65339F101 2,016 0 0.00 470 13.80 0.1625
2019-11-05 2019-06-30 13F NEXTERA ENERGY INC COM Stock 65339F101 2,016 49 2.49 413 8.68 0.2125
2019-10-30 2019-03-31 13F NEXTERA ENERGY INC COM Stock 65339F101 1,967 -262 -11.75 380 -1.81 0.2173
2019-10-10 2018-12-31 13F NEXTERA ENERGY INC COM Com 65339F101 2,229 2,229 387 0.3248
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.