NextEra Energy, Inc.
US ˙ NYSE ˙ US65339F1012

SecurityNEE / NextEra Energy, Inc.
InstitutionUllmann Financial Group, Inc.
Latest Disclosed Ownership7,131 shares
Latest Disclosed Value $ 662,318
Ullmann Financial Group, Inc. reports 2.44% increase in ownership of NEE / NextEra Energy, Inc.

On April 13, 2026 - Ullmann Financial Group, Inc. filed a 13F-HR form disclosing ownership of 7,131 shares of NextEra Energy, Inc. (US:NEE) valued at $662,327 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 6,961 shares of NextEra Energy, Inc.. This represents a change in shares of 2.44% during the quarter. The current value of the position is $603,140 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)
2026-04-13 2026-03-31 13F NEXTERA ENERGY COM 65339F101 7,131 170 2.44 662 16.96 0.0688
2026-02-12 2025-12-31 13F NEXTERA ENERGY COM 65339F101 6,961 12 0.17 567 8.02 0.0590
2025-10-17 2025-09-30 13F NEXTERA ENERGY COM 65339F101 6,949 -378 -5.16 525 3.15 0.0573
2025-07-11 2025-06-30 13F NEXTERA ENERGY COM 65339F101 7,327 490 7.17 509 4.96 0.0601
2025-04-11 2025-03-31 13F NEXTERA ENERGY COM 65339F101 6,837 -476 -6.51 485 -7.63 0.0644
2025-01-15 2024-12-31 13F NEXTERA ENERGY COM 65339F101 7,313 -7 -0.10 524 -15.21 0.0676
2024-10-15 2024-09-30 13F NEXTERA ENERGY COM 65339F101 7,320 366 5.26 619 25.61 0.0800
2024-08-08 2024-06-30 13F NEXTERA ENERGY COM 65339F101 6,954 284 4.26 492 15.49 0.0702
2024-05-10 2024-03-31 13F NEXTERA ENERGY COM 65339F101 6,670 42 0.63 426 5.97 0.0634
2024-01-11 2023-12-31 13F NEXTERA ENERGY COM 65339F101 6,628 -138 -2.04 403 3.88 0.0657
2023-10-13 2023-09-30 13F NEXTERA ENERGY COM 65339F101 6,766 -664 -8.94 388 -29.76 0.0724
2023-07-14 2023-06-30 13F NEXTERA ENERGY COM 65339F101 7,430 331 4.66 551 0.73 0.1105
2023-04-11 2023-03-31 13F NEXTERA ENERGY COM 65339F101 7,099 -92 -1.28 547 -8.99 0.1244
2023-01-19 2022-12-31 13F NEXTERA ENERGY COM 65339F101 7,191 2 0.03 601 6.56 0.1478
2022-10-12 2022-09-30 13F NEXTERA ENERGY COM 65339F101 7,189 -578 -7.44 564 -6.31 0.1555
2022-07-13 2022-06-30 13F NEXTERA ENERGY COM 65339F101 7,767 600 8.37 602 -0.82 0.1631
2022-04-14 2022-03-31 13F NEXTERA ENERGY COM 65339F101 7,167 0 0.00 607 -9.27 0.1551
2022-01-26 2021-12-31 13F NEXTERA ENERGY COM 65339F101 7,167 0 0.00 669 18.83 0.1787
2021-10-19 2021-09-30 13F NEXTERA ENERGY INC COM COM 65339F101 7,167 200 2.87 563 10.18 0.2223
2021-07-09 2021-06-30 13F NEXTERA ENERGY INC COM COM 65339F101 6,967 0 0.00 511 -3.04 0.2105
2021-04-14 2021-03-31 13F NEXTERA ENERGY INC COM COM 65339F101 6,967 -749 -9.71 527 -11.43 0.2347
2021-01-15 2020-12-31 13F NEXTERA ENERGY INC COM COM 65339F101 7,716 5,853 314.17 595 15.09 0.2978
2020-10-19 2020-09-30 13F NEXTERA ENERGY INC COM COM 65339F101 1,863 0 0.00 517 15.66 0.2963
2020-07-13 2020-06-30 13F NEXTERA ENERGY INC COM COM 65339F101 1,863 1 0.05 447 -0.22 0.2752
2020-04-09 2020-03-31 13F NEXTERA ENERGY INC COM COM 65339F101 1,862 -47 -2.46 448 -3.03 0.3361
2020-01-14 2019-12-31 13F NEXTERA ENERGY INC COM COM 65339F101 1,909 -221 -10.38 462 -6.85 0.2801
2019-10-08 2019-09-30 13F NEXTERA ENERGY INC COM COM 65339F101 2,130 0 0.00 496 13.76 0.3054
2019-07-11 2019-06-30 13F NEXTERA ENERGY INC COM COM 65339F101 2,130 57 2.75 436 8.73 0.2723
2019-04-08 2019-03-31 13F NEXTERA ENERGY INC COM COM 65339F101 2,073 0 0.00 401 11.39 0.2578
2019-01-14 2018-12-31 13F NextEra Energy COM 65339F101 2,073 2,073 360 0.2659
2018-02-09 2017-12-31 13F NextEra Energy COM 65339F101 0 -1,638 -100.00 0 -100.00
2017-11-14 2017-09-30 13F NextEra Energy COM 65339F101 1,638 495 43.31 200 25.00 0.2001
2017-07-24 2017-06-30 13F NextEra Energy COM 65339F101 1,143 414 56.79 160 72.04 0.1150
2017-05-26 2017-03-31 13F NextEra Energy COM 65339F101 729 729 93 0.0770
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.