NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionIFG Advisory, LLC
Latest Disclosed Ownership98 shares
Latest Disclosed Value $ 9,102
IFG Advisory, LLC reports 99.68% decrease in ownership of NEE / NextEra Energy, Inc.

On May 12, 2026 - IFG Advisory, LLC filed a 13F-HR form disclosing ownership of 98 shares of NextEra Energy, Inc. (MX:NEE) valued at $9,102 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 30,805 shares of NextEra Energy, Inc.. This represents a change in shares of -99.68% 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)
2026-05-12 2026-03-31 13F NEXTERA ENERGY COM 65339F101 98 -30,707 -99.68 9 -99.64 0.0261
2026-02-10 2025-12-31 13F NEXTERA ENERGY COM 65339F101 30,805 1,026 3.45 2,473 9.96 0.1078
2025-11-12 2025-09-30 13F NEXTERA ENERGY COM 65339F101 29,779 13,783 86.17 2,248 102.52 0.1022
2025-08-04 2025-06-30 13F NEXTERA ENERGY COM 65339F101 15,996 237 1.50 1,110 -0.63 0.0557
2025-05-08 2025-03-31 13F NEXTERA ENERGY COM 65339F101 15,759 256 1.65 1,117 0.54 0.0619
2025-02-14 2024-12-31 13F NEXTERA ENERGY COM 65339F101 15,503 1,100 7.64 1,111 -8.71 0.0630
2024-10-30 2024-09-30 13F NEXTERA ENERGY Common Stock 65339F101 14,403 53 0.37 1,217 19.78 0.0775
2024-07-30 2024-06-30 13F NEXTERA ENERGY Common Stock 65339F101 14,350 190 1.34 1,016 12.27 0.0652
2024-05-06 2024-03-31 13F NEXTERA ENERGY Common Stock 65339F101 14,160 18 0.13 905 5.48 0.0675
2024-01-17 2023-12-31 13F NEXTERA ENERGY Common Stock 65339F101 14,142 -1,123 -7.36 859 -1.83 0.0629
2023-11-13 2023-09-30 13F NEXTERA ENERGY Common Stock 65339F101 15,265 1,534 11.17 875 -14.15 0.0736
2023-07-21 2023-06-30 13F NEXTERA ENERGY Common Stock 65339F101 13,731 442 3.33 1,019 -0.59 0.0903
2023-04-26 2023-03-31 13F NEXTERA ENERGY Common Stock 65339F101 13,289 1,164 9.60 1,024 102,300.00 0.0958
2023-01-31 2022-12-31 13F NEXTERA ENERGY Common Stock 65339F101 12,125 -3,341 -21.60 1 -99.92 0.1009
2022-10-28 2022-09-30 13F NEXTERA ENERGY Common Stock 65339F101 15,466 2,790 22.01 1,212 23.55 0.1102
2022-08-04 2022-06-30 13F NEXTERA ENERGY Common Stock 65339F101 12,676 -1,467 -10.37 981 -18.11 0.1042
2022-05-04 2022-03-31 13F NEXTERA ENERGY Common Stock 65339F101 14,143 -1,034 -6.81 1,198 -15.46 0.1209
2022-02-14 2021-12-31 13F NEXTERA ENERGY Common Stock 65339F101 15,177 -281 -1.82 1,417 16.82 0.1381
2021-10-12 2021-09-30 13F NEXTERA ENERGY Common Stock 65339F101 15,458 45 0.29 1,213 7.44 0.1307
2021-07-21 2021-06-30 13F NEXTERA ENERGY Common Stock 65339F101 15,413 -846 -5.20 1,129 -8.14 0.1256
2021-04-19 2021-03-31 13F NEXTERA ENERGY Common Stock 65339F101 16,259 1,381 9.28 1,229 7.15 0.1531
2021-02-08 2020-12-31 13F NEXTERA ENERGY Common Stock 65339F101 14,878 10,800 264.84 1,147 1.41 0.1588
2020-11-02 2020-09-30 13F NEXTERA ENERGY Common Stock 65339F101 4,078 -37 -0.90 1,131 14.47 0.1831
2020-08-10 2020-06-30 13F NEXTERA ENERGY Common Stock 65339F101 4,115 383 10.26 988 10.02 0.1781
2020-05-11 2020-03-31 13F NEXTERA ENERGY Common Stock 65339F101 3,732 -246 -6.18 898 -6.75 0.2005
2020-02-07 2019-12-31 13F NEXTERA ENERGY Common Stock 65339F101 3,978 -53 -1.31 963 2.56 0.1758
2019-11-06 2019-09-30 13F NEXTERA ENERGY Common Stock 65339F101 4,031 -276 -6.41 939 8.81 0.1821
2019-08-06 2019-06-30 13F NEXTERA ENERGY Common Stock 65339F101 4,307 -46 -1.06 863 4.23 0.1531
2019-05-08 2019-03-31 13F NEXTERA ENERGY Common Stock 65339F101 4,353 -60 -1.36 828 7.95 0.1584
2019-02-07 2018-12-31 13F NEXTERA ENERGY Common Stock 65339F101 4,413 -1,279 -22.47 767 -19.60 0.1808
2018-11-05 2018-09-30 13F NEXTERA ENERGY Common Stock 65339F101 5,692 -2,081 -26.77 954 -13.51 0.1794
2018-08-02 2018-06-30 13F NEXTERA ENERGY Common Stock 65339F101 7,773 1,044 15.51 1,103 13.36 0.2269
2018-04-26 2018-03-31 13F NEXTERA ENERGY Common Stock 65339F101 6,729 -86 -1.26 973 1.78 0.2163
2018-02-01 2017-12-31 13F/A-1 NEXTERA ENERGY Common Stock 65339F101 6,815 6,815 956 0.2153
2018-01-29 2017-12-31 13F NEXTERA ENERGY Common Stock 65339F101 19,657 937
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.