NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership55,019 shares
Latest Disclosed Value $ 5,110,165
IFP Advisors, Inc reports 7.15% increase in ownership of NEE / NextEra Energy, Inc.

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 55,019 shares of NextEra Energy, Inc. (MX:NEE) valued at $5,110,165 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 51,347 shares of NextEra Energy, Inc.. This represents a change in shares of 7.15% 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)
2026-04-13 2026-03-31 13F NEXTERA ENERGY cs 65339F101 55,019 3,672 7.15 5,110 23.97 0.1060
2026-02-06 2025-12-31 13F NEXTERA ENERGY cs 65339F101 51,347 1,399 2.80 4,122 9.34 0.0925
2026-02-06 2025-09-30 13F/A-1 NEXTERA ENERGY cs 65339F101 49,948 159 0.32 3,771 7.35 0.0979
2025-12-02 2025-09-30 13F NEXTERA ENERGY cs 65339F101 49,547 -242 3,803 0.0981
2025-07-24 2025-06-30 13F NEXTER A ENERGY cs 65339F101 49,789 -4,486 -8.27 3,513 -8.71 0.0999
2025-05-05 2025-03-31 13F NEXTERA ENERGY cs 65339F101 54,275 -15,465 -22.18 3,848 -23.09 0.1186
2025-02-04 2024-12-31 13F NEXTERA ENERGY cs 65339F101 69,740 12,322 21.46 5,002 3.07 0.1638
2025-02-04 2024-09-30 13F NEXTERA ENERGY cs 65339F101 57,418 -764 -1.31 4,854 17.82 0.1749
2024-07-30 2024-06-30 13F NEXTERA ENERGY cs 65339F101 58,182 3,607 6.61 4,120 18.12 0.1635
2024-07-30 2024-03-31 13F NEXTERA ENERGY cs 65339F101 54,575 695 1.29 3,488 6.57 0.1530
2024-01-09 2023-12-31 13F NEXTERA ENERGY cs 65339F101 53,880 -6,915 -11.37 3,272 -6.03 0.1545
2023-10-12 2023-09-30 13F NEXTERA ENERGY cs 65339F101 60,795 -103 -0.17 3,483 -22.93 0.1566
2023-08-14 2023-06-30 13F/A-1 NEXTERA ENERGY cs 65339F101 60,898 -6,171 -9.20 4,519 -58.20 0.1890
2023-08-04 2023-06-30 13F NEXTERA ENERGY cs 65339F101 60,898 -6,171 9,815 0.4541
2023-04-18 2023-03-31 13F NEXTERA ENERGY cs 65339F101 67,069 -45,309 -40.32 10,810 59,950.00 0.4704
2023-02-07 2022-12-31 13F NEXTERA ENERGY cs 65339F101 112,378 18,224 19.36 18 -99.88 0.4842
2022-11-08 2022-09-30 13F NEXTERA ENERGY cs 65339F101 94,154 7,116 8.18 15,162 8.11 0.3951
2022-09-06 2022-06-30 13F/A-1 NEXTERA ENERGY cs 65339F101 87,038 0 0.00 14,025 0.00 0.4498
2022-09-06 2022-03-31 13F/A-1 NEXTERA ENERGY cs 65339F101 87,038 8,831 11.29 14,025 92.10 0.4498
2022-08-08 2022-03-31 13F NEXTERA ENERGY INC COM Stock 65339F101 87,845 9,638 14,150 0.2888
2022-01-12 2021-12-31 13F NEXTERA ENERGY INC COM Stock 65339F101 78,207 15,027 23.78 7,301 47.11 0.1427
2021-10-06 2021-09-30 13F NEXTERA ENERGY INC COM Stock 65339F101 63,180 4,374 7.44 4,963 15.31 0.0993
2021-07-13 2021-06-30 13F NEXTERA ENERGY INC COM Stock 65339F101 58,806 204 0.35 4,304 -2.69 0.0891
2021-04-30 2021-03-31 13F NEXTERA ENERGY INC COM Stock 65339F101 58,602 -739 -1.25 4,423 -3.26 0.0861
2021-01-25 2020-12-31 13F NEXTERA ENERGY INC COM Stock 65339F101 59,341 44,701 305.33 4,572 12.50 0.1853
2020-10-29 2020-09-30 13F NEXTERA ENERGY INC COM Stock 65339F101 14,640 535 3.79 4,064 21.02 0.2426
2020-08-05 2020-06-30 13F NEXTERA ENERGY INC COM Stock 65339F101 14,105 -3,171 -18.35 3,358 -15.92 0.2661
2020-05-12 2020-03-31 13F NEXTERA ENERGY INC COM Stock 65339F101 17,276 -1,062 -5.79 3,994 -10.27 0.4030
2020-01-17 2019-12-31 13F NEXTERA ENERGY INC COM Stock 65339F101 18,338 -3,285 -15.19 4,451 -10.98 0.3346
2019-11-07 2019-09-30 13F NEXTERA ENERGY INC COM Stock 65339F101 21,623 13,848 178.11 5,000 232.89 0.3350
2019-05-15 2019-03-31 13F NEXTERA ENERGY Stock 65339F101 7,775 -10,951 -58.48 1,502 -53.56 0.2051
2019-06-03 2018-12-31 13F/A-10 NEXTERA ENERGY INC COM Stock 65339F101 18,726 -1,855 -9.01 3,234 -6.23 0.1971
2019-01-23 2018-12-31 13F NEXTERA ENERGY INC COM Stock 65339F101 18,726 -1,855 3,234 0.1971
2019-06-03 2018-09-30 13F/A-9 NEXTERA ENERGY INC COM Stock 65339F101 20,581 1,141 5.87 3,449 6.22 0.1406
2018-10-25 2018-09-30 13F NEXTERA ENERGY INC COM Stock 65339F101 20,581 1,141 3,449 0.1406
2019-06-03 2018-06-30 13F/A-8 NEXTERA ENERGY INC COM Stock 65339F101 19,440 1,910 10.90 3,247 18.59 0.1365
2018-08-07 2018-06-30 13F NEXTERA ENERGY INC COM Stock 65339F101 19,440 726 3,247
2019-06-03 2018-03-31 13F/A-7 NEXTERA ENERGY INC COM Stock 65339F101 17,530 0 0.00 2,738 0.00 0.1241
2018-05-09 2018-03-31 13F NEXTERA ENERGY INC COM Stock 65339F101 18,714 1,184 3,057
2019-06-03 2017-12-31 13F/A-6 NEXTERA ENERGY INC COM Stock 65339F101 17,530 -21,199 -54.74 2,738 -51.76 0.1241
2018-01-24 2017-12-31 13F NEXTERA ENERGY INC COM Stock 65339F101 17,530 -21,199 2,738
2017-10-30 2017-09-30 13F NEXTERA ENERGY INC COM Stock 65339F101 38,729 -781 -1.98 5,676 2.51 0.2254
2019-06-03 2017-06-30 13F/A-5 NEXTERA ENERGY INC COM Stock 65339F101 39,510 -1,143 -2.81 5,537 6.09 0.2347
2017-07-31 2017-06-30 13F NEXTERA ENERGY INC COM Stock 65339F101 39,510 -1,143 5,537
2019-06-03 2017-03-31 13F/A-4 NEXTERA ENERGY INC COM Stock 65339F101 40,653 2,364 6.17 5,219 14.10 0.2273
2017-04-26 2017-03-31 13F NEXTERA ENERGY INC COM Stock 65339F101 40,653 2,364 5,219
2019-06-03 2016-12-31 13F/A-3 NEXTERA ENERGY INC COM Stock 65339F101 38,289 1,133 3.05 4,574 0.64 0.2207
2017-02-14 2016-12-31 13F NEXTERA ENERGY INC COM Stock 65339F101 38,289 1,133 4,574
2016-11-04 2016-09-30 13F NEXTERA ENERGY INC COM Stock 65339F101 37,156 164 0.44 4,545 -5.78 0.2363
2019-06-03 2016-06-30 13F/A-2 NEXTERA ENERGY INC COM Stock 65339F101 36,992 29,217 375.78 4,824 221.17 0.2693
2016-08-22 2016-06-30 13F NEXTERA ENERGY INC COM Stock 65339F101 36,992 29,217 4,824
2019-06-03 2016-03-31 13F/A-1 NEXTERA ENERGY Stock 65339F101 7,775 -23,715 -75.31 1,502 -54.10 0.2051
2016-05-02 2016-03-31 13F NEXTERA ENERGY INC COM Stock 65339F101 39,537 8,047 4,679
2016-02-11 2015-12-31 13F NEXTERA ENERGY Stock 65339F101 31,490 31,490 3,272 0.2196
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.