NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionBogart Wealth, LLC
Latest Disclosed Ownership1,837 shares
Latest Disclosed Value $ 170,592
Bogart Wealth, LLC reports 2.11% increase in ownership of NEE / NextEra Energy, Inc.

On April 28, 2026 - Bogart Wealth, LLC filed a 13F-HR form disclosing ownership of 1,837 shares of NextEra Energy, Inc. (MX:NEE) valued at $170,592 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 1,799 shares of NextEra Energy, Inc.. This represents a change in shares of 2.11% 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)
2026-04-28 2026-03-31 13F NEXTERA ENERGY INC COM Stock 65339F101 1,837 38 2.11 171 18.06 0.0066
2026-01-30 2025-12-31 13F NEXTERA ENERGY INC COM Stock 65339F101 1,799 -50 -2.70 144 3.60 0.0058
2025-10-27 2025-09-30 13F NEXTERA ENERGY INC COM Stock 65339F101 1,849 -293 -13.68 140 -6.08 0.0057
2025-07-30 2025-06-30 13F NEXTERA ENERGY INC COM Stock 65339F101 2,142 569 36.17 149 33.33 0.0064
2025-05-02 2025-03-31 13F NEXTERA ENERGY INC COM Stock 65339F101 1,573 -50,299 -96.97 112 -97.01 0.0053
2025-01-30 2024-12-31 13F NEXTERA ENERGY INC COM Stock 65339F101 51,872 -28 -0.05 3,719 -15.25 0.1764
2024-10-23 2024-09-30 13F NEXTERA ENERGY INC COM Stock 65339F101 51,900 34 0.07 4,387 19.47 0.2077
2024-07-31 2024-06-30 13F NEXTERA ENERGY INC COM Stock 65339F101 51,866 -16,758 -24.42 3,673 -16.26 0.1870
2024-04-25 2024-03-31 13F NEXTERA ENERGY INC COM Stock 65339F101 68,624 -8,696 -11.25 4,386 -6.62 0.2256
2024-02-07 2023-12-31 13F NEXTERA ENERGY INC COM Stock 65339F101 77,320 2,506 3.35 4,696 9.57 0.2650
2023-10-30 2023-09-30 13F NEXTERA ENERGY INC COM Stock 65339F101 74,814 13,397 21.81 4,286 -5.95 0.2648
2023-07-31 2023-06-30 13F NEXTERA ENERGY INC COM Stock 65339F101 61,417 2,330 3.94 4,557 0.07 0.2888
2023-04-21 2023-03-31 13F NEXTERA ENERGY INC COM Stock 65339F101 59,087 7,284 14.06 4,554 5.17 0.3040
2023-02-06 2022-12-31 13F NEXTERA ENERGY INC COM Stock 65339F101 51,803 8,017 18.31 4,331 26.13 0.3015
2022-11-03 2022-09-30 13F NEXTERA ENERGY INC COM Stock 65339F101 43,786 -10,693 -19.63 3,433 -18.65 0.2865
2022-07-22 2022-06-30 13F NEXTERA ENERGY INC COM Stock 65339F101 54,479 8,454 18.37 4,220 8.23 0.3702
2022-04-22 2022-03-31 13F NEXTERA ENERGY INC COM Stock 65339F101 46,025 6,891 17.61 3,899 6.70 0.3334
2022-01-19 2021-12-31 13F NEXTERA ENERGY INC COM Stock 65339F101 39,134 4,298 12.34 3,654 33.60 0.3300
2021-10-15 2021-09-30 13F NEXTERA ENERGY INC COM Stock 65339F101 34,836 5,281 17.87 2,735 26.27 0.2784
2021-08-06 2021-06-30 13F NEXTERA ENERGY INC COM Stock 65339F101 29,555 5,289 21.80 2,166 18.04 0.2366
2021-04-16 2021-03-31 13F NEXTERA ENERGY INC COM Stock 65339F101 24,266 5,096 26.58 1,835 24.15 0.2556
2021-01-14 2020-12-31 13F NEXTERA ENERGY INC COM Stock 65339F101 19,170 14,652 324.30 1,478 17.86 0.2743
2020-10-06 2020-09-30 13F NEXTERA ENERGY INC COM Stock 65339F101 4,518 76 1.71 1,254 17.53 0.2783
2020-07-08 2020-06-30 13F NEXTERA ENERGY INC COM Stock 65339F101 4,442 243 5.79 1,067 5.64 0.2508
2020-04-20 2020-03-31 13F NEXTERA ENERGY INC COM Stock 65339F101 4,199 -7 -0.17 1,010 -0.88 0.2754
2020-02-10 2019-12-31 13F NEXTERA ENERGY INC COM Stock 65339F101 4,206 89 2.16 1,019 6.26 0.3255
2019-11-06 2019-09-30 13F/A-1 NEXTERA ENERGY INC COM Stock 65339F101 4,117 91 2.26 959 16.38 0.4719
2019-10-10 2019-09-30 13F NEXTERA ENERGY INC COM Stock 65339F101 4,117 91 959 0.4415
2019-07-11 2019-06-30 13F NEXTERA ENERGY INC COM Stock 65339F101 4,026 54 1.36 824 7.43 0.4980
2019-04-08 2019-03-31 13F NEXTERA ENERGY INC COM Stock 65339F101 3,972 122 3.17 767 14.65 0.3700
2019-01-15 2018-12-31 13F NEXTERA ENERGY INC COM Stock 65339F101 3,850 12 0.31 669 4.04 0.3339
2018-10-16 2018-09-30 13F NEXTERA ENERGY INC COM Stock 65339F101 3,838 242 6.73 643 7.17 0.3723
2018-07-13 2018-06-30 13F NEXTERA ENERGY INC COM Stock 65339F101 3,596 33 0.93 600 2.74 0.3649
2018-04-12 2018-03-31 13F NEXTERA ENERGY INC COM Stock 65339F101 3,563 921 34.86 584 41.40 0.3376
2018-01-10 2017-12-31 13F NEXTERA ENERGY INC COM Stock 65339F101 2,642 2,030 331.70 413 353.85 0.2647
2017-10-12 2017-09-30 13F NEXTERA ENERGY INC COM Stock 65339F101 612 612 91 0.0673
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.