NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionCRA Financial Services, LLC
Latest Disclosed Ownership28,211 shares
Latest Disclosed Value $ 2,620,273
CRA Financial Services, LLC reports 3.76% decrease in ownership of NEE / NextEra Energy, Inc.

On April 9, 2026 - CRA Financial Services, LLC filed a 13F-HR form disclosing ownership of 28,211 shares of NextEra Energy, Inc. (MX:NEE) valued at $2,620,273 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 16, 2026 disclosing 29,313 shares of NextEra Energy, Inc.. This represents a change in shares of -3.76% 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)
2026-04-09 2026-03-31 13F NEXTERA ENERGY COM 65339F101 28,211 -1,102 -3.76 2,620 11.35 0.3403
2026-01-16 2025-12-31 13F NEXTERA ENERGY COM 65339F101 29,313 -266 -0.90 2,353 5.42 0.3080
2025-10-16 2025-09-30 13F NEXTERA ENERGY COM 65339F101 29,579 -177 -0.59 2,233 8.09 0.3055
2025-07-14 2025-06-30 13F NEXTERA ENERGY COM 65339F101 29,756 -404 -1.34 2,066 -3.41 0.3158
2025-04-16 2025-03-31 13F NEXTERA ENERGY COM 65339F101 30,160 799 2.72 2,138 1.62 0.3658
2025-01-31 2024-12-31 13F NEXTERA ENERGY COM 65339F101 29,361 -1,579 -5.10 2,105 -19.54 0.3612
2024-10-10 2024-09-30 13F NEXTERA ENERGY COM 65339F101 30,940 -250 -0.80 2,615 18.43 0.4799
2024-07-12 2024-06-30 13F NEXTERA ENERGY COM 65339F101 31,190 -430 -1.36 2,209 9.31 0.4457
2024-04-17 2024-03-31 13F NEXTERA ENERGY COM 65339F101 31,620 148 0.47 2,021 5.70 0.4390
2024-02-01 2023-12-31 13F NEXTERA ENERGY COM 65339F101 31,472 329 1.06 1,912 7.12 0.4678
2023-10-13 2023-09-30 13F NEXTERA ENERGY COM 65339F101 31,143 223 0.72 1,784 -22.23 0.4911
2023-07-11 2023-06-30 13F NEXTERA ENERGY COM 65339F101 30,920 4,409 16.63 2,294 12.29 0.6200
2023-04-06 2023-03-31 13F NEXTERA ENERGY COM 65339F101 26,511 83 0.31 2,043 -7.51 0.6068
2023-01-24 2022-12-31 13F NEXTERA ENERGY COM 65339F101 26,428 163 0.62 2,209 7.29 0.7231
2022-10-24 2022-09-30 13F NEXTERA ENERGY COM 65339F101 26,265 85 0.32 2,059 1.53 0.7409
2022-07-21 2022-06-30 13F NEXTERA ENERGY COM 65339F101 26,180 -230 -0.87 2,028 -9.34 0.6950
2022-04-15 2022-03-31 13F NEXTERA ENERGY COM 65339F101 26,410 127 0.48 2,237 -8.84 0.6729
2022-01-20 2021-12-31 13F NEXTERA ENERGY COM 65339F101 26,283 2,072 8.56 2,454 29.09 0.7295
2021-10-12 2021-09-30 13F NEXTERA ENERGY COM 65339F101 24,211 13 0.05 1,901 7.22 0.6433
2021-07-23 2021-06-30 13F NEXTERA ENERGY COM 65339F101 24,198 15 0.06 1,773 -3.06 0.6166
2021-04-16 2021-03-31 13F NEXTERA ENERGY COM 65339F101 24,183 -52 -0.21 1,829 -2.19 0.7076
2021-01-27 2020-12-31 13F NEXTERA ENERGY COM 65339F101 24,235 18,121 296.39 1,870 10.19 0.7859
2020-10-14 2020-09-30 13F NEXTERA ENERGY COM 65339F101 6,114 3 0.05 1,697 15.60 0.8110
2020-07-22 2020-06-30 13F NEXTERA ENERGY COM 65339F101 6,111 4 0.07 1,468 -0.14 0.7752
2020-04-14 2020-03-31 13F NEXTERA ENERGY COM 65339F101 6,107 3 0.05 1,470 -0.54 0.9408
2020-01-28 2019-12-31 13F NEXTERA ENERGY COM 65339F101 6,104 3 0.05 1,478 4.01 0.8066
2019-11-07 2019-09-30 13F NEXTERA ENERGY COM 65339F101 6,101 -280 -4.39 1,421 8.72 0.8596
2019-07-24 2019-06-30 13F NEXTERA ENERGY COM 65339F101 6,381 404 6.76 1,307 13.06 0.7852
2019-04-15 2019-03-31 13F NEXTERA ENERGY COM 65339F101 5,977 639 11.97 1,156 24.57 0.7532
2019-02-08 2018-12-31 13F NEXTERA ENERGY COM 65339F101 5,338 5,338 928 0.6698
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.