NextEra Energy, Inc.
AT ˙ WBAG ˙ US65339F1012
74,08 € ↑0,41 (0,56%)
2026-06-05
DEL PRIS
SecurityAT:NEE / NextEra Energy, Inc.
InstitutionSowell Financial Services LLC
Latest Disclosed Ownership28,953 shares
Latest Disclosed Value $ 2,689,200
Sowell Financial Services LLC reports 1.02% decrease in ownership of NEE / NextEra Energy, Inc.

On April 20, 2026 - Sowell Financial Services LLC filed a 13F-HR form disclosing ownership of 28,953 shares of NextEra Energy, Inc. (AT:NEE) valued at $2,300,316 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 29,252 shares of NextEra Energy, Inc.. This represents a change in shares of -1.02% during the quarter. The current value of the position is $2,144,838 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)
2026-04-20 2026-03-31 13F NEXTERA ENERGY COM 65339F101 28,953 -299 -1.02 2,689 14.52 0.0995
2026-01-21 2025-12-31 13F NEXTERA ENERGY COM 65339F101 29,252 -97 -0.33 2,348 6.00 0.0863
2025-10-17 2025-09-30 13F NEXTERA ENERGY COM 65339F101 29,349 -121 -0.41 2,216 8.31 0.0850
2025-07-14 2025-06-30 13F NEXTERA ENERGY COM 65339F101 29,470 -9,947 -25.24 2,046 -26.81 0.0833
2025-04-17 2025-03-31 13F NEXTERA ENERGY COM 65339F101 39,417 9,785 33.02 2,794 31.54 0.1272
2025-02-07 2024-12-31 13F NEXTERA ENERGY COM 65339F101 29,632 6,849 30.06 2,124 10.28 0.1117
2024-10-04 2024-09-30 13F NEXTERA ENERGY COM 65339F101 22,783 -957 -4.03 1,926 14.57 0.0895
2024-08-13 2024-06-30 13F NEXTERA ENERGY COM 65339F101 23,740 713 3.10 1,681 14.20 0.0803
2024-05-03 2024-03-31 13F NEXTERA ENERGY COM 65339F101 23,027 -4,945 -17.68 1,472 -13.36 0.0694
2024-01-24 2023-12-31 13F NEXTERA ENERGY COM 65339F101 27,972 -496 -1.74 1,699 4.17 0.0920
2023-11-08 2023-09-30 13F NEXTERA ENERGY COM 65339F101 28,468 7,014 32.69 1,631 2.45 0.1024
2023-08-14 2023-06-30 13F NEXTERA ENERGY COM 65339F101 21,454 5,907 37.99 1,592 159,100.00 0.0887
2023-05-12 2023-03-31 13F NEXTERA ENERGY STOCK 65339F101 15,547 -6,239 -28.64 1 0.00 0.0924
2023-02-09 2022-12-31 13F Nextera Energy Stock 65339F101 21,786 4,053 22.86 2 -99.93 0.1179
2022-11-15 2022-09-30 13F Nextera Energy Stock 65339F101 17,733 -541 -2.96 1,390 -1.77 0.1401
2022-08-15 2022-06-30 13F NEXTERA ENERGY Stock 65339F101 18,274 7,715 73.07 1,415 83.77 0.1308
2022-05-13 2022-03-31 13F NEXTERA ENERGY Stock 65339F101 10,559 -10,253 -49.26 770 -60.37 0.1345
2022-02-09 2021-12-31 13F NEXTERA ENERGY INC COM Stock 65339F101 20,812 7,970 62.06 1,943 92.76 0.1114
2021-11-04 2021-09-30 13F NEXTERA ENERGY INC COM Stock 65339F101 12,842 -2,143 -14.30 1,008 -8.20 0.0681
2021-08-05 2021-06-30 13F NEXTERA ENERGY INC COM Stock 65339F101 14,985 -2,530 -14.44 1,098 -15.28 0.0727
2021-05-07 2021-03-31 13F NEXTERA ENERGY INC COM Stock 65339F101 17,515 2,398 15.86 1,296 11.15 0.0451
2021-01-13 2020-12-31 13F NEXTERA ENERGY INC COM COM 65339F101 15,117 11,311 297.19 1,166 10.42 0.0498
2020-11-12 2020-09-30 13F NEXTERA ENERGY INC COM COM 65339F101 3,806 925 32.11 1,056 52.60 0.0527
2020-08-13 2020-06-30 13F NEXTERA ENERGY INC COM Stock 65339F101 2,881 -103 -3.45 692 -3.62 0.0380
2020-05-12 2020-03-31 13F NEXTERA ENERGY INC COM Stock 65339F101 2,984 -739 -19.85 718 -20.40 0.0531
2020-02-07 2019-12-31 13F NEXTERA ENERGY INC COM Stock 65339F101 3,723 271 7.85 902 12.19 0.0687
2019-11-14 2019-09-30 13F NEXTERA ENERGY INC COM COM 65339F101 3,452 702 25.53 804 51.13 0.0664
2019-05-15 2019-03-31 13F NEXTERA ENERGY INC COM Stock 65339F101 2,750 115 4.36 532 16.16 0.0594
2019-03-05 2018-12-31 13F NEXTERA ENERGY COM 65339F101 2,635 180 7.33 458 11.44 0.0649
2018-11-13 2018-09-30 13F NEXTERA ENERGY COM 65339F101 2,455 2,455 411 0.0597
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.