NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionClarus Wealth Advisors
Latest Disclosed Ownership5,574 shares
Latest Disclosed Value $ 522,108
Clarus Wealth Advisors ownership in NEE / NextEra Energy, Inc.

On April 8, 2026 - Clarus Wealth Advisors filed a 13F-HR form disclosing ownership of 5,574 shares of NextEra Energy, Inc. (MX:NEE) valued at $522,108 USD as of March 31, 2026. The entity filed a previous 13F-HR on July 9, 2020 disclosing 0 shares of NextEra Energy, Inc..

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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-08 2026-03-31 13F NEXTERA ENERGY COM 65339F101 5,574 5,574 522 0.2226
2020-07-09 2020-06-30 13F NEXTERA ENERGY COM 65339F101 0 -3,318 -100.00 0 -100.00
2020-04-08 2020-03-31 13F NEXTERA ENERGY COM 65339F101 3,318 -34 -1.01 735 -9.82 0.7345
2020-01-10 2019-12-31 13F/A-1 NEXTERA ENERGY COM 65339F101 3,352 105 3.23 815 7.66 0.5385
2020-01-10 2019-12-31 13F NEXTERA ENERGY COM 65339F101 3,247 0 757 553,289.7718
2019-10-11 2019-09-30 13F NEXTERA ENERGY COM 65339F101 3,247 -1,044 -24.33 757 -13.88 0.5533
2019-07-24 2019-06-30 13F NEXTERA ENERGY COM 65339F101 4,291 727 20.40 879 27.58 0.6353
2019-04-04 2019-03-31 13F NEXTERA ENERGY COM 65339F101 3,564 651 22.35 689 36.17 0.5152
2019-02-05 2018-12-31 13F/A-3 NEXTERA ENERGY COM 65339F101 2,913 42 1.46 506 5.20 0.7955
2019-01-08 2018-12-31 13F/A-1 NEXTERA ENERGY COM 65339F101 2,871 -42 481 314,050.6660
2019-01-07 2018-12-31 13F NEXTERA ENERGY COM 65339F101 2,913 42 506
2018-10-03 2018-09-30 13F NEXTERA ENERGY COM 65339F101 2,871 381 15.30 481 18.18 0.3140
2018-07-05 2018-06-30 13F NEXTERA ENERGY COM 65339F101 2,490 0 0.00 407 0.00 0.3078
2018-05-11 2018-03-31 13F NEXTERA ENERGY COM 65339F101 2,490 130 5.51 407 10.30 0.3757
2018-02-05 2017-12-31 13F NEXTERA ENERGY COM 65339F101 2,360 2,360 369 0.3551
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.