NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionBeacon Pointe Advisors, LLC
Latest Disclosed Ownership195,303 shares
Latest Disclosed Value $ 18,139,713
Beacon Pointe Advisors, LLC reports 18.20% increase in ownership of NEE / NextEra Energy, Inc.

On May 15, 2026 - Beacon Pointe Advisors, LLC filed a 13F-HR form disclosing ownership of 195,303 shares of NextEra Energy, Inc. (MX:NEE) valued at $18,139,713 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 18, 2026 disclosing 165,229 shares of NextEra Energy, Inc.. This represents a change in shares of 18.20% 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 COM 65339F101 195,303 30,074 18.20 18,140 36.75 0.0959
2026-02-18 2025-12-31 13F NEXTERA ENERGY COM 65339F101 165,229 1,281 0.78 13,265 7.18 0.0930
2025-11-14 2025-09-30 13F NEXTERA ENERGY COM 65339F101 163,948 31,221 23.52 12,376 34.33 0.1048
2025-08-13 2025-06-30 13F NEXTERA ENERGY COM 65339F101 132,727 -10,190 -7.13 9,214 -9.06 0.0962
2025-05-13 2025-03-31 13F NEXTERA ENERGY COM 65339F101 142,917 6,147 4.49 10,131 3.32 0.1138
2025-02-14 2024-12-31 13F NEXTERA ENERGY COM 65339F101 136,770 -9,281 -6.35 9,805 -20.58 0.1086
2024-11-14 2024-09-30 13F NEXTERA ENERGY COM 65339F101 146,051 -4,771 -3.16 12,346 15.60 0.1423
2024-08-12 2024-06-30 13F NEXTERA ENERGY COM 65339F101 150,822 -14,813 -8.94 10,680 0.89 0.1263
2024-05-14 2024-03-31 13F NEXTERA ENERGY COM 65339F101 165,635 -21,586 -11.53 10,586 -6.91 0.1177
2024-02-08 2023-12-31 13F NEXTERA ENERGY COM 65339F101 187,221 -14,318 -7.10 11,372 -1.52 0.1359
2023-11-14 2023-09-30 13F NEXTERA ENERGY COM 65339F101 201,539 55,094 37.62 11,546 6.26 0.1439
2023-08-14 2023-06-30 13F NEXTERA ENERGY COM 65339F101 146,445 -26,873 -15.51 10,866 -18.66 0.1775
2023-05-12 2023-03-31 13F NEXTERA ENERGY COM 65339F101 173,318 5,655 3.37 13,359 -4.69 0.2277
2023-02-14 2022-12-31 13F NEXTERA ENERGY COM 65339F101 167,663 6,929 4.31 14,017 11.34 0.2719
2022-11-09 2022-09-30 13F NEXTERA ENERGY COM 65339F101 160,734 2,232 1.41 12,589 2.61 0.2817
2022-08-11 2022-06-30 13F NEXTERA ENERGY COM 65339F101 158,502 -27,123 -14.61 12,269 -21.97 0.2590
2022-05-17 2022-03-31 13F NEXTERA ENERGY COM 65339F101 185,625 127,130 217.33 15,724 187.93 0.2156
2022-02-14 2021-12-31 13F NEXTERA ENERGY COM 65339F101 58,495 -97,186 -62.43 5,461 -55.33 0.1423
2021-11-15 2021-09-30 13F NEXTERA ENERGY COM 65339F101 155,681 115,132 283.93 12,224 311.44 0.3015
2021-08-17 2021-06-30 13F NEXTERA ENERGY COM 65339F101 40,549 13,668 50.85 2,971 46.21 0.1053
2021-05-18 2021-03-31 13F NEXTERA ENERGY COM 65339F101 26,881 -2,952 -9.90 2,032 -11.69 0.1249
2021-02-12 2020-12-31 13F NEXTERA ENERGY COM 65339F101 29,833 26,486 791.34 2,301 147.69 0.1574
2020-11-16 2020-09-30 13F NEXTERA ENERGY COM 65339F101 3,347 -825 -19.77 929 -7.38 0.0898
2020-08-14 2020-06-30 13F NEXTERA ENERGY COM 65339F101 4,172 1,480 54.98 1,003 55.02 0.1004
2020-05-15 2020-03-31 13F NEXTERA ENERGY COM 65339F101 2,692 -344 -11.33 647 -11.97 0.1031
2020-02-14 2019-12-31 13F NEXTERA ENERGY COM 65339F101 3,036 1,029 51.27 735 57.73 0.2278
2019-11-14 2019-09-30 13F NEXTERA ENERGY COM 65339F101 2,007 -1,666 -45.36 466 -37.87 0.2013
2019-08-14 2019-06-30 13F NEXTERA ENERGY COM 65339F101 3,673 2,065 128.42 750 141.16 0.2737
2019-05-14 2019-03-31 13F NEXTERA ENERGY COM 65339F101 1,608 -247 -13.32 311 -3.42 0.1167
2019-02-01 2018-12-31 13F NEXTERA ENERGY COM 65339F101 1,855 1,855 322 0.1956
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.