NextEra Energy, Inc.
US ˙ NYSE ˙ US65339F1012

SecurityNEE / NextEra Energy, Inc.
InstitutionSalomon & Ludwin, LLC
Latest Disclosed Ownership2,997 shares
Latest Disclosed Value $ 279,171
Salomon & Ludwin, LLC reports 6.65% increase in ownership of NEE / NextEra Energy, Inc.

On May 11, 2026 - Salomon & Ludwin, LLC filed a 13F-HR form disclosing ownership of 2,997 shares of NextEra Energy, Inc. (US:NEE) valued at $278,361 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 2,810 shares of NextEra Energy, Inc.. This represents a change in shares of 6.65% during the quarter. The current value of the position is $253,486 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)
2026-05-11 2026-03-31 13F NEXTERA ENERGY COM 65339F101 2,997 187 6.65 279 22.37 0.0249
2026-01-28 2025-12-31 13F NEXTERA ENERGY COM 65339F101 2,810 268 10.54 229 12.32 0.0202
2025-10-21 2025-09-30 13F NEXTERA ENERGY COM 65339F101 2,542 741 41.14 204 54.96 0.0183
2025-07-29 2025-06-30 13F NEXTERA ENERGY COM 65339F101 1,801 -2,425 -57.38 132 -56.19 0.0130
2025-04-28 2025-03-31 13F NEXTERA ENERGY COM 65339F101 4,226 0 0.00 300 -0.99 0.0319
2025-01-30 2024-12-31 13F NEXTERA ENERGY COM 65339F101 4,226 0 0.00 303 -15.41 0.0321
2024-10-24 2024-09-30 13F NEXTERA ENERGY COM 65339F101 4,226 76 1.83 357 21.84 0.0364
2024-07-25 2024-06-30 13F NEXTERA ENERGY COM 65339F101 4,150 -3,020 -42.12 294 -36.03 0.0328
2024-05-02 2024-03-31 13F NEXTERA ENERGY COM 65339F101 7,170 492 7.37 458 19.90 0.0394
2024-02-07 2023-12-31 13F NEXTERA ENERGY COM 65339F101 6,678 0 0.00 383 0.00 0.0399
2023-11-14 2023-09-30 13F NEXTERA ENERGY COM 65339F101 6,678 0 0.00 383 -22.83 0.0399
2023-07-24 2023-06-30 13F NEXTERA ENERGY INC COM Stock 65339F101 6,678 0 0.00 496 -3.70 0.0527
2023-04-28 2023-03-31 13F NEXTERA ENERGY INC COM Stock 65339F101 6,678 -60 -0.89 515 -8.70 0.0614
2023-02-08 2022-12-31 13F NEXTERA ENERGY INC COM Stock 65339F101 6,738 180 2.74 563 9.53 0.0714
2022-11-03 2022-09-30 13F NEXTERA ENERGY INC COM Stock 65339F101 6,558 3,887 145.53 514 148.31 0.0771
2022-08-03 2022-06-30 13F NEXTERA ENERGY INC COM Stock 65339F101 2,671 0 0.00 207 -8.41 0.0320
2022-05-06 2022-03-31 13F NEXTERA ENERGY INC COM Stock 65339F101 2,671 47 1.79 226 -7.76 0.0328
2022-02-04 2021-12-31 13F NEXTERA ENERGY INC COM Stock 65339F101 2,624 0 0.00 245 18.93 0.0347
2021-11-01 2021-09-30 13F NEXTERA ENERGY INC COM Stock 65339F101 2,624 2,624 206 0.0320
2021-05-06 2021-03-31 13F NEXTERA ENERGY INC COM Stock 65339F101 0 -2,624 -100.00 0 -100.00
2021-02-04 2020-12-31 13F NEXTERA ENERGY INC COM Stock 65339F101 2,624 1,798 217.68 202 -11.79 0.0374
2020-10-26 2020-09-30 13F NEXTERA ENERGY INC COM Stock 65339F101 826 826 229 0.0477
2020-07-17 2020-06-30 13F NEXTERA ENERGY INC COM Stock 65339F101 0 -826 -100.00 0 -100.00
2020-04-03 2020-03-31 13F NEXTERA ENERGY INC COM Stock 65339F101 826 0 0.00 199 -0.50 0.0512
2020-02-07 2019-12-31 13F NEXTERA ENERGY INC COM Stock 65339F101 826 0 0.00 200 4.17 0.0397
2019-11-06 2019-09-30 13F NEXTERA ENERGY INC COM Stock 65339F101 826 0 0.00 192 13.61 0.0388
2019-08-20 2019-06-30 13F NEXTERA ENERGY INC COM Stock 65339F101 826 -242 -22.66 169 -17.96 0.0342
2019-05-14 2019-03-31 13F NEXTERA ENERGY INC COM Stock 65339F101 1,068 0 0.00 206 10.75 0.0424
2019-02-13 2018-12-31 13F NEXTERA ENERGY INC COM Stock 65339F101 1,068 1,068 186 0.0430
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.