NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionCourier Capital Llc
Latest Disclosed Ownership25,658 shares
Latest Disclosed Value $ 2,383,103
Courier Capital Llc reports 1.52% increase in ownership of NEE / NextEra Energy, Inc.

On April 23, 2026 - Courier Capital Llc filed a 13F-HR/A form disclosing ownership of 25,658 shares of NextEra Energy, Inc. (MX:NEE) valued at $2,383,103 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 25,275 shares of NextEra Energy, Inc.. This represents a change in shares of 1.52% 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.

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)
2026-04-23 2026-03-31 13F/A-1 NEXTERA ENERGY COM 65339F101 25,658 383 1.52 2,383 17.45 0.1332
2026-04-20 2026-03-31 13F NEXTERA ENERGY COM 65339F101 25,658 383 1.52 2,383 17.45 0.1332
2026-01-29 2025-12-31 13F NEXTERA ENERGY COM 65339F101 25,275 184 0.73 2,029 7.13 0.1139
2025-10-29 2025-09-30 13F NEXTERA ENERGY COM 65339F101 25,091 2,838 12.75 1,894 22.67 0.1085
2025-07-28 2025-06-30 13F NEXTERA ENERGY COM 65339F101 22,253 1,379 6.61 1,545 4.39 0.0938
2025-04-14 2025-03-31 13F NEXTERA ENERGY COM 65339F101 20,874 65 0.31 1,480 -0.80 0.0968
2025-01-13 2024-12-31 13F NEXTERA ENERGY COM 65339F101 20,809 -6,851 -24.77 1,492 -36.23 0.1029
2024-10-22 2024-09-30 13F NEXTERA ENERGY COM 65339F101 27,660 2,540 10.11 2,338 31.50 0.1602
2024-07-23 2024-06-30 13F NEXTERA ENERGY COM 65339F101 25,120 -2,024 -7.46 1,779 2.54 0.1413
2024-04-16 2024-03-31 13F NEXTERA ENERGY COM 65339F101 27,144 -3,126 -10.33 1,735 -5.66 0.1255
2024-01-17 2023-12-31 13F NEXTERA ENERGY COM 65339F101 30,270 2,404 8.63 1,839 15.16 0.1396
2023-10-13 2023-09-30 13F NEXTERA ENERGY COM 65339F101 27,866 -4,930 -15.03 1,596 -34.40 0.1324
2023-07-31 2023-06-30 13F NEXTERA ENERGY COM 65339F101 32,796 27,362 503.53 2,433 482.06 0.1916
2023-05-18 2023-03-31 13F NEXTERA ENERGY COM 65339F101 5,434 0 0.00 419 -7.93 0.0463
2023-01-24 2022-12-31 13F NEXTERA ENERGY COM 65339F101 5,434 -487 -8.22 454 -2.16 0.0523
2022-10-18 2022-09-30 13F NEXTERA ENERGY COM 65339F101 5,921 592 11.11 464 12.35 0.0575
2022-07-20 2022-06-30 13F NEXTERA ENERGY COM 65339F101 5,329 -3,240 -37.81 413 -43.11 0.0484
2022-05-02 2022-03-31 13F NEXTERA ENERGY COM 65339F101 8,569 0 0.00 726 -9.25 0.0726
2022-01-18 2021-12-31 13F NEXTERA ENERGY COM 65339F101 8,569 -1,151 -11.84 800 4.85 0.0744
2021-10-14 2021-09-30 13F NEXTERA ENERGY COM 65339F101 9,720 0 0.00 763 7.16 0.0726
2021-07-12 2021-06-30 13F NEXTERA ENERGY COM 65339F101 9,720 418 4.49 712 1.28 0.0677
2021-04-12 2021-03-31 13F NEXTERA ENERGY COM 65339F101 9,302 160 1.75 703 -0.28 0.0710
2021-02-10 2020-12-31 13F NEXTERA ENERGY COM 65339F101 9,142 159 1.77 705 3.68 0.0765
2020-11-09 2020-09-30 13F NEXTERA ENERGY COM 65339F101 8,983 6,546 268.61 680 13.33 0.0814
2020-07-06 2020-06-30 13F NEXTERA ENERGY COM 65339F101 2,437 0 0.00 600 4.53 0.0772
2020-04-22 2020-03-31 13F NEXTERA ENERGY COM 65339F101 2,437 -38 -1.54 574 -4.65 0.0852
2020-01-10 2019-12-31 13F NEXTERA ENERGY COM 65339F101 2,475 921 59.27 602 68.16 0.0706
2019-10-04 2019-09-30 13F NEXTERA ENERGY COM 65339F101 1,554 0 0.00 358 12.58 0.0466
2019-07-16 2019-06-30 13F NEXTERA ENERGY COM 65339F101 1,554 1 0.06 318 6.00 0.0407
2019-04-25 2019-03-31 13F NEXTERA ENERGY COM 65339F101 1,553 134 9.44 300 21.46 0.0390
2019-02-08 2018-12-31 13F NEXTERA ENERGY COM 65339F101 1,419 151 11.91 247 15.96 0.0362
2018-10-12 2018-09-30 13F NEXTERA ENERGY COM 65339F101 1,268 -2,608 -67.29 213 -35.84 0.0261
2014-02-14 2013-12-31 13F NEXTERA ENERGY COM 65339F101 3,876 0 0.00 332 6.75 0.0707
2013-11-14 2013-09-30 13F NEXTERA ENERGY COM 65339F101 3,876 -2,400 -38.24 311 -39.14 0.0714
2013-08-01 2013-06-30 13F NEXTERA ENERGY COM 65339F101 6,276 6,276 511 0.1273
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.