NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionHunter Associates Investment Management Llc
Latest Disclosed Ownership18,587 shares
Latest Disclosed Value $ 1,731
Hunter Associates Investment Management Llc reports 30.92% increase in ownership of NEE / NextEra Energy, Inc.

On April 27, 2026 - Hunter Associates Investment Management Llc filed a 13F-HR form disclosing ownership of 18,587 shares of NextEra Energy, Inc. (MX:NEE) valued at $1,731 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 14,197 shares of NextEra Energy, Inc.. This represents a change in shares of 30.92% 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)
2026-04-27 2026-03-31 13F NEXTERA ENERGY INC COM COM 65339F101 18,587 4,390 30.92 2 0.00 0.2290
2026-01-21 2025-12-31 13F NEXTERA ENERGY INC COM COM 65339F101 14,197 -44 -0.31 1 0.00 0.1521
2025-10-30 2025-09-30 13F NEXTERA ENERGY INC COM COM 65339F101 14,241 508 3.70 1 0.1492
2025-08-05 2025-06-30 13F NEXTERA ENERGY INC COM COM 65339F101 13,733 -133 -0.96 1 0.1414
2025-04-30 2025-03-31 13F NEXTERA ENERGY INC COM COM 65339F101 13,866 -297 -2.10 1 -100.00 0.1519
2025-01-23 2024-12-31 13F NEXTERA ENERGY INC COM COM 65339F101 14,163 -95 -0.67 1 0.00 0.1547
2024-10-24 2024-09-30 13F NEXTERA ENERGY INC COM COM 65339F101 14,258 152 1.08 1 0.1866
2024-08-01 2024-06-30 13F NEXTERA ENERGY INC COM COM 65339F101 14,106 202 1.45 1 0.1678
2024-05-01 2024-03-31 13F NEXTERA ENERGY INC COM COM 65339F101 13,904 593 4.45 1 0.1492
2024-01-31 2023-12-31 13F NEXTERA ENERGY INC COM COM 65339F101 13,311 -1,105 -7.67 1 0.1477
2023-11-09 2023-09-30 13F NEXTERA ENERGY INC COM COM 65339F101 14,416 -4,210 -22.60 1 -100.00 0.1681
2023-08-03 2023-06-30 13F NEXTERA ENERGY INC COM COM 65339F101 18,626 -823 -4.23 1 0.00 0.2698
2023-05-02 2023-03-31 13F NEXTERA ENERGY INC COM COM 65339F101 19,449 -1,003 -4.90 1 0.00 0.3209
2023-02-01 2022-12-31 13F NEXTERA ENERGY INC COM COM 65339F101 20,452 -2,200 -9.71 2 -99.94 0.4119
2022-11-02 2022-09-30 13F NEXTERA ENERGY INC COM COM 65339F101 22,652 135 0.60 1,782 2.53 0.4614
2022-08-10 2022-06-30 13F NEXTERA ENERGY INC COM COM 65339F101 22,517 13,809 158.58 1,738 135.50 0.4289
2022-04-26 2022-03-31 13F NEXTERA ENERGY INC COM COM 65339F101 8,708 0 0.00 738 -9.23 0.2376
2022-01-27 2021-12-31 13F NEXTERA ENERGY INC COM COM 65339F101 8,708 2,508 40.45 813 66.94 0.2325
2021-11-12 2021-09-30 13F NEXTERA ENERGY INC COM COM 65339F101 6,200 -3,071 -33.12 487 -30.53 0.1565
2021-08-05 2021-06-30 13F NEXTERA ENERGY INC COM COM 65339F101 9,271 0 0.00 701 0.00 0.1621
2021-05-10 2021-03-31 13F NEXTERA ENERGY INC COM COM 65339F101 9,271 1,727 22.89 701 20.45 0.1621
2021-01-29 2020-12-31 13F NEXTERA ENERGY INC COM COM 65339F101 7,544 5,449 260.10 582 0.17 0.1432
2020-11-10 2020-09-30 13F Nextera Energy Inc Com COM 65339F101 2,095 -1,570 -42.84 581 -33.98 0.1615
2020-08-13 2020-06-30 13F Nextera Energy Inc Com COM 65339F101 3,665 775 26.82 880 26.62 0.2615
2020-05-11 2020-03-31 13F NEXTERA ENERGY INC COM COM 65339F101 2,890 -160 -5.25 695 -5.95 0.2693
2020-02-07 2019-12-31 13F NEXTERA ENERGY INC COM COM 65339F101 3,050 50 1.67 739 5.72 0.2294
2019-11-08 2019-09-30 13F NEXTERA ENERGY INC COM COM 65339F101 3,000 0 0.00 699 13.66 0.2403
2019-08-08 2019-06-30 13F NEXTERA ENERGY INC COM COM 65339F101 3,000 300 11.11 615 17.82 0.2116
2019-05-10 2019-03-31 13F NEXTERA ENERGY INC COM COM 65339F101 2,700 400 17.39 522 30.50 0.1828
2019-02-11 2018-12-31 13F NEXTERA ENERGY INC COM COM 65339F101 2,300 -400 -14.81 400 -11.70 0.1627
2018-11-09 2018-09-30 13F NEXTERA ENERGY INC COM COM 65339F101 2,700 0 0.00 453 0.44 0.1562
2018-08-10 2018-06-30 13F NEXTERA ENERGY INC COM COM 65339F101 2,700 0 0.00 451 2.27 0.1629
2018-05-15 2018-03-31 13F/A-1 NEXTERA ENERGY INC COM COM 65339F101 2,700 400 17.39 441 22.84 0.1647
2018-05-14 2018-03-31 13F NEXTERA ENERGY INC COM COM 65339F101 2,300 359
2018-02-15 2017-12-31 13F NEXTERA ENERGY INC COM COM 65339F101 2,300 -400 -14.81 359 -9.34 0.1323
2017-11-13 2017-09-30 13F NEXTERA ENERGY INC COM COM 65339F101 2,700 0 0.00 396 4.76 0.1543
2017-08-11 2017-06-30 13F NEXTERA ENERGY INC COM COM 65339F101 2,700 -200 -6.90 378 1.61 0.1537
2017-05-10 2017-03-31 13F NEXTERA ENERGY INC COM COM 65339F101 2,900 -103 -3.43 372 3.62 0.1565
2017-02-10 2016-12-31 13F NEXTERA ENERGY INC COM COM 65339F101 3,003 0 0.00 359 -2.18 0.1532
2016-11-10 2016-09-30 13F NEXTERA ENERGY INC COM COM 65339F101 3,003 -250 -7.69 367 -13.44 0.1577
2016-08-15 2016-06-30 13F NEXTERA ENERGY INC COM COM 65339F101 3,253 0 0.00 424 10.13 0.1837
2016-05-13 2016-03-31 13F NEXTERA ENERGY INC COM COM 65339F101 3,253 103 3.27 385 17.74 0.1758
2016-02-09 2015-12-31 13F NEXTERA ENERGY INC COM COM 65339F101 3,150 -50 -1.56 327 4.81 0.1437
2015-11-12 2015-09-30 13F NEXTERA ENERGY INC COM COM 65339F101 3,200 -160 -4.76 312 -5.17 0.1464
2015-08-12 2015-06-30 13F NEXTERA ENERGY INC COM COM 65339F101 3,360 0 0.00 329 -6.00 0.1369
2015-05-12 2015-03-31 13F NEXTERA ENERGY INC COM COM 65339F101 3,360 500 17.48 350 15.13 0.1379
2015-02-13 2014-12-31 13F NEXTERA ENERGY INC COM COM 65339F101 2,860 -200 -6.54 304 5.92 0.1170
2014-11-13 2014-09-30 13F NEXTERA ENERGY INC COM COM 65339F101 3,060 0 0.00 287 -8.60 0.1119
2014-08-13 2014-06-30 13F NEXTERA ENERGY INC COM COM 65339F101 3,060 0 0.00 314 7.17 0.1234
2014-05-14 2014-03-31 13F NEXTERA ENERGY INC COM COM 65339F101 3,060 0 0.00 293 11.83 0.1156
2014-02-14 2013-12-31 13F NEXTERA ENERGY INC COM COM 65339F101 3,060 0 0.00 262 6.94 0.1008
2013-11-13 2013-09-30 13F NEXTERA ENERGY INC COM COM 65339F101 3,060 -300 -8.93 245 -10.58 0.1021
2013-08-13 2013-06-30 13F NEXTERA ENERGY INC COM COM 65339F101 3,360 3,360 274 0.1016
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.