NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionCreative Financial Designs Inc /adv
Latest Disclosed Ownership9,811 shares
Latest Disclosed Value $ 911,220
Creative Financial Designs Inc /adv reports 24.42% decrease in ownership of NEE / NextEra Energy, Inc.

On April 13, 2026 - Creative Financial Designs Inc /adv filed a 13F-HR form disclosing ownership of 9,811 shares of NextEra Energy, Inc. (MX:NEE) valued at $911,220 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 12,981 shares of NextEra Energy, Inc.. This represents a change in shares of -24.42% 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)
2026-04-13 2026-03-31 13F NEXTERA ENERGY INC COM Stock 65339F101 9,811 -3,170 -24.42 911 -12.57 0.0554
2026-02-06 2025-12-31 13F NEXTERA ENERGY INC COM Stock 65339F101 12,981 1,699 15.06 1,042 22.44 0.0657
2025-11-12 2025-09-30 13F NEXTERA ENERGY INC COM Stock 65339F101 11,282 8,598 320.34 852 357.53 0.0572
2025-08-04 2025-06-30 13F NEXTERA ENERGY INC COM Stock 65339F101 2,684 -225 -7.73 186 -9.71 0.0134
2025-04-23 2025-03-31 13F NEXTERA ENERGY INC COM Stock 65339F101 2,909 311 11.97 206 10.75 0.0165
2025-02-10 2024-12-31 13F NEXTERA ENERGY INC COM Stock 65339F101 2,598 -649 -19.99 186 -32.12 0.0151
2024-10-28 2024-09-30 13F NEXTERA ENERGY INC COM Stock 65339F101 3,247 -3,341 -50.71 274 -41.20 0.0231
2024-08-06 2024-06-30 13F NEXTERA ENERGY INC COM Stock 65339F101 6,588 -6,820 -50.87 467 -45.56 0.0415
2024-05-01 2024-03-31 13F NEXTERA ENERGY INC COM Stock 65339F101 13,408 -1,206 -8.25 857 -3.49 0.0810
2024-01-10 2023-12-31 13F NEXTERA ENERGY INC COM Stock 65339F101 14,614 404 2.84 888 8.97 0.0902
2023-11-14 2023-09-30 13F NEXTERA ENERGY INC COM Stock 65339F101 14,210 -190 -1.32 814 -23.78 0.0949
2023-07-26 2023-06-30 13F NEXTERA ENERGY INC COM Stock 65339F101 14,400 -144 -0.99 1,068 -4.73 0.1258
2023-04-25 2023-03-31 13F NEXTERA ENERGY INC COM Stock 65339F101 14,544 773 5.61 1,121 -2.61 0.1468
2023-02-01 2022-12-31 13F NEXTERA ENERGY INC COM Stock 65339F101 13,771 499 3.76 1,151 10.57 0.1700
2022-11-01 2022-09-30 13F NEXTERA ENERGY INC COM Stock 65339F101 13,272 1,278 10.66 1,041 12.06 0.1700
2022-08-01 2022-06-30 13F NEXTERA ENERGY INC COM Stock 65339F101 11,994 2,463 25.84 929 15.12 0.1525
2022-04-15 2022-03-31 13F NEXTERA ENERGY INC COM Stock 65339F101 9,531 2,051 27.42 807 15.62 0.1228
2022-01-26 2021-12-31 13F NEXTERA ENERGY INC COM Stock 65339F101 7,480 660 9.68 698 30.22 0.1052
2021-10-08 2021-09-30 13F NEXTERA ENERGY INC COM Stock 65339F101 6,820 -44 -0.64 536 6.56 0.0887
2021-07-27 2021-06-30 13F NEXTERA ENERGY INC COM Stock 65339F101 6,864 4,171 154.88 503 146.57 0.0872
2021-04-19 2021-03-31 13F NEXTERA ENERGY INC COM Stock 65339F101 2,693 1,187 78.82 204 75.86 0.0399
2021-01-08 2020-12-31 13F NEXTERA ENERGY INC COM Stock 65339F101 1,506 1,136 307.03 116 12.62 0.0248
2020-10-06 2020-09-30 13F NEXTERA ENERGY INC COM Stock 65339F101 370 -40 -9.76 103 4.04 0.0254
2020-07-23 2020-06-30 13F NEXTERA ENERGY INC COM Stock 65339F101 410 410 99 0.0300
2020-04-22 2020-03-31 13F NEXTERA ENERGY INC COM Stock 65339F101 0 -118 -100.00 0 -100.00
2020-01-17 2019-12-31 13F NEXTERA ENERGY INC COM Stock 65339F101 118 -16 -11.94 28 -9.68 0.0125
2019-10-23 2019-09-30 13F NEXTERA ENERGY INC COM Stock 65339F101 134 18 15.52 31 29.17 0.0167
2019-08-07 2019-06-30 13F NEXTERA ENERGY INC COM Stock 65339F101 116 -4 -3.33 24 4.35 0.0130
2019-04-23 2019-03-31 13F NEXTERA ENERGY INC COM Stock 65339F101 120 -145 -54.72 23 -50.00 0.0138
2019-01-24 2018-12-31 13F NEXTERA ENERGY INC COM Stock 65339F101 265 -11 -3.99 46 0.00 0.0334
2018-11-02 2018-09-30 13F NEXTERA ENERGY INC COM Stock 65339F101 276 -24 -8.00 46 -8.00 0.0264
2018-07-13 2018-06-30 13F NEXTERA ENERGY INC COM Stock 65339F101 300 102 51.52 50 56.25 0.0294
2018-05-02 2018-03-31 13F NEXTERA ENERGY INC COM Stock 65339F101 198 1 0.51 32 3.23 0.0205
2018-05-02 2017-12-31 13F NEXTERA ENERGY INC COM Stock 65339F101 197 -32 -13.97 31 -8.82 0.0210
2018-05-02 2017-09-30 13F NEXTERA ENERGY INC COM Stock 65339F101 229 1 0.44 34 6.25 0.0195
2018-05-02 2017-06-30 13F NEXTERA ENERGY INC COM Stock 65339F101 228 5 2.24 32 10.34 0.0205
2018-05-02 2017-03-31 13F NEXTERA ENERGY INC COM Stock 65339F101 223 -121 -35.17 29 -29.27 0.0208
2018-03-14 2016-12-31 13F NEXTERA ENERGY INC COM Stock 65339F101 344 344 41 0.0335
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.