NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionAdvisory Services Network, LLC
Latest Disclosed Ownership161,960 shares
Latest Disclosed Value $ 15,042,917
Advisory Services Network, LLC reports 8.62% decrease in ownership of NEE / NextEra Energy, Inc.

On May 15, 2026 - Advisory Services Network, LLC filed a 13F-HR form disclosing ownership of 161,960 shares of NextEra Energy, Inc. (MX:NEE) valued at $15,042,917 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 177,236 shares of NextEra Energy, Inc.. This represents a change in shares of -8.62% during the quarter.

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)
2026-05-15 2026-03-31 13F NEXTERA ENERGY INC COM Stock 65339F101 161,960 -15,276 -8.62 15,043 5.72 0.1390
2026-02-17 2025-12-31 13F NEXTERA ENERGY INC COM Stock 65339F101 177,236 -795 -0.45 14,229 5.87 0.2013
2025-11-18 2025-09-30 13F NEXTERA ENERGY Stock 65339F101 178,031 -253 -0.14 13,439 6.09 0.1971
2025-08-19 2025-06-30 13F NEXTERA ENERGY Stock 65339F101 178,284 29,616 19.92 12,669 20.20 0.2039
2025-05-15 2025-03-31 13F NEXTERA ENERGY Stock 65339F101 148,668 -12,882 -7.97 10,539 -9.00 0.2025
2025-02-13 2024-12-31 13F NEXTERA ENERGY Stock 65339F101 161,550 7,872 5.12 11,582 6.43 0.2158
2024-11-14 2024-09-30 13F NEXTERA ENERGY Stock 65339F101 153,678 0 0.00 10,882 0.00 0.2250
2024-08-13 2024-06-30 13F NEXTERA ENERGY Stock 65339F101 153,678 11,644 8.20 10,882 19.87 0.2250
2024-05-06 2024-03-31 13F NEXTERA ENERGY Stock 65339F101 142,034 -842 -0.59 9,077 4.60 0.2013
2024-02-09 2023-12-31 13F NEXTERA ENERGY Stock 65339F101 142,876 3,693 2.65 8,678 8.84 0.2121
2023-11-14 2023-09-30 13F NEXTERA ENERGY Stock 65339F101 139,183 -263 -0.19 7,974 -22.94 0.2142
2023-08-09 2023-06-30 13F NEXTERA ENERGY Stock 65339F101 139,446 1,750 1.27 10,347 -2.52 0.2757
2023-05-17 2023-03-31 13F NEXTERA ENERGY Stock 65339F101 137,696 2,894 2.15 10,614 -5.82 0.2940
2023-02-13 2022-12-31 13F NEXTERA ENERGY Stock 65339F101 134,802 2,573 1.95 11,269 8.68 0.3454
2022-11-14 2022-09-30 13F NEXTERA ENERGY Stock 65339F101 132,229 1,739 1.33 10,369 2.58 0.3660
2022-08-02 2022-06-30 13F NEXTERA ENERGY Stock 65339F101 130,490 9,527 7.88 10,108 -1.35 0.3457
2022-05-23 2022-03-31 13F NEXTERA ENERGY Stock 65339F101 120,963 -697 -0.57 10,246 -9.79 0.3016
2022-02-14 2021-12-31 13F NEXTERA ENERGY Stock 65339F101 121,660 4,771 4.08 11,358 23.75 0.3268
2021-11-05 2021-09-30 13F NEXTERA ENERGY Stock 65339F101 116,889 12,417 11.89 9,178 19.88 0.2919
2021-08-12 2021-06-30 13F NEXTERA ENERGY Stock 65339F101 104,472 24,421 30.51 7,656 26.48 0.2415
2021-05-24 2021-03-31 13F NEXTERA ENERGY Stock 65339F101 80,051 13,647 20.55 6,053 18.15 0.2249
2021-02-09 2020-12-31 13F NEXTERA ENERGY Stock 65339F101 66,404 54,246 446.18 5,123 51.79 0.2056
2020-11-16 2020-09-30 13F NEXTERA ENERGY Stock 65339F101 12,158 670 5.83 3,375 22.37 0.1588
2020-08-10 2020-06-30 13F NEXTERA ENERGY Stock 65339F101 11,488 921 8.72 2,758 8.50 0.1514
2020-05-15 2020-03-31 13F NEXTERA ENERGY Stock 65339F101 10,567 -1,246 -10.55 2,542 -11.12 0.1663
2020-02-04 2019-12-31 13F NEXTERA ENERGY Stock 65339F101 11,813 2,135 22.06 2,860 44.23 0.1504
2019-11-04 2019-09-30 13F NEXTERA ENERGY Stock 65339F101 9,678 0 0.00 1,983 0.00 0.1215
2019-08-01 2019-06-30 13F NEXTERA ENERGY Stock 65339F101 9,678 688 7.65 1,983 14.10 0.1216
2019-05-20 2019-03-31 13F NEXTERA ENERGY Stock 65339F101 8,990 -422 -4.48 1,738 6.23 0.1221
2019-02-15 2018-12-31 13F NEXTERA ENERGY Stock 65339F101 9,412 -671 -6.65 1,636 -3.20 0.1428
2018-11-02 2018-09-30 13F NEXTERA ENERGY Stock 65339F101 10,083 -40 -0.40 1,690 -0.71 0.1233
2018-07-27 2018-06-30 13F NEXTERA ENERGY Stock 65339F101 10,123 -595 -5.55 1,702 -2.80 0.1297
2018-04-23 2018-03-31 13F NEXTERA ENERGY Stock 65339F101 10,718 69 0.65 1,751 5.29 0.1399
2018-02-08 2017-12-31 13F NEXTERA ENERGY Stock 65339F101 10,649 1,084 11.33 1,663 18.62 0.1450
2017-10-12 2017-09-30 13F NEXTERA ENERGY Stock 65339F101 9,565 428 4.68 1,402 9.53 0.1605
2017-08-17 2017-06-30 13F NEXTERA ENERGY INC COM Stock 65339F101 9,137 647 7.62 1,280 17.43 0.1668
2017-04-28 2017-03-31 13F NEXTERA ENERGY INC COM Stock 65339F101 8,490 743 9.59 1,090 14.98 0.1583
2016-10-07 2016-09-30 13F NEXTERA ENERGY Stock 65339F101 7,747 4,739 157.55 948 141.84 0.1782
2016-07-27 2016-06-30 13F NEXTERA ENERGY Stock 65339F101 3,008 185 6.55 392 17.37 0.0891
2016-04-21 2016-03-31 13F NEXTERA ENERGY Stock 65339F101 2,823 1,046 58.86 334 80.54 0.0912
2016-01-27 2015-12-31 13F NEXTERA ENERGY INC COM Stock 65339F101 1,777 -630 -26.17 185 -21.28 0.0595
2015-10-01 2015-09-30 13F NEXTERA ENERGY INC COM Stock 65339F101 2,407 269 12.58 235 11.90 0.0709
2015-07-02 2015-06-30 13F NEXTERA ENERGY INC COM Stock 65339F101 2,138 -2,423 -53.12 210 -56.34 0.0619
2015-04-08 2015-03-31 13F NEXTERA ENERGY INC COM Stock 65339F101 4,561 -98 -2.10 481 -5.31 0.1328
2015-01-23 2014-12-31 13F NEXTERA ENERGY INC SHS Stock 65339F101 4,659 -206 -4.23 508 11.16 0.1588
2014-10-07 2014-09-30 13F NEXTERA ENERGY INC SHS Stock 65339F101 4,865 567 13.19 457 3.86 0.1671
2014-07-10 2014-06-30 13F NEXTERA ENERGY INC SHS Stock 65339F101 4,298 17 0.40 440 7.58 0.1863
2014-04-09 2014-03-31 13F NEXTERA ENERGY INC COM Stock 65339F101 4,281 -129 -2.93 409 8.20 0.2109
2014-02-13 2013-12-31 13F NEXTERA ENERGY Stock 65339F101 4,410 4,410 378 0.1898
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.