NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionFacet Wealth, Inc.
Latest Disclosed Ownership9,877 shares
Latest Disclosed Value $ 917,371
Facet Wealth, Inc. reports 17.88% increase in ownership of NEE / NextEra Energy, Inc.

On May 7, 2026 - Facet Wealth, Inc. filed a 13F-HR form disclosing ownership of 9,877 shares of NextEra Energy, Inc. (MX:NEE) valued at $917,371 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 8,379 shares of NextEra Energy, Inc.. This represents a change in shares of 17.88% 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)
2026-05-07 2026-03-31 13F NEXTERA ENERGY COM 65339F101 9,877 1,498 17.88 917 25.10 0.0159
2026-01-29 2025-12-31 13F NEXTERA ENERGY COM 65339F101 8,379 1,695 25.36 734 45.44 0.0130
2025-10-30 2025-09-30 13F NEXTERA ENERGY COM 65339F101 6,684 246 3.82 505 10.28 0.0104
2025-08-01 2025-06-30 13F NEXTERA ENERGY COM 65339F101 6,438 1,067 19.87 457 28.73 0.0104
2025-05-07 2025-03-31 13F NEXTERA ENERGY COM 65339F101 5,371 -93 -1.70 355 -4.83 0.0092
2025-02-10 2024-12-31 13F NEXTERA ENERGY COM 65339F101 5,464 3 0.05 373 -11.61 0.0099
2024-11-04 2024-09-30 13F NEXTERA ENERGY COM 65339F101 5,461 -73 -1.32 422 2.68 0.0120
2024-07-31 2024-06-30 13F NEXTERA ENERGY COM 65339F101 5,534 366 7.08 411 11.68 0.0126
2024-05-07 2024-03-31 13F NEXTERA ENERGY COM 65339F101 5,168 371 7.73 368 36.80 0.0124
2024-02-08 2023-12-31 13F NEXTERA ENERGY COM 65339F101 4,797 4,797 270 0.0103
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.