NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionJGP Wealth Management, LLC
Latest Disclosed Ownership143,137 shares
Latest Disclosed Value $ 13,294,572
JGP Wealth Management, LLC reports 15.20% decrease in ownership of NEE / NextEra Energy, Inc.

On April 8, 2026 - JGP Wealth Management, LLC filed a 13F-HR form disclosing ownership of 143,137 shares of NextEra Energy, Inc. (MX:NEE) valued at $13,294,572 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 12, 2026 disclosing 168,785 shares of NextEra Energy, Inc.. This represents a change in shares of -15.20% 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)
2026-04-08 2026-03-31 13F NEXTERA ENERGY COM 65339F101 143,137 -25,648 -15.20 13,295 -1.89 1.3829
2026-01-12 2025-12-31 13F NEXTERA ENERGY COM 65339F101 168,785 -3,505 -2.03 13,550 0.60 1.4122
2025-10-15 2025-09-30 13F NEXTERA ENERGY COM 65339F101 172,290 1,401 0.82 13,470 13.54 1.4927
2025-07-28 2025-06-30 13F NEXTERA ENERGY COM 65339F101 170,889 30 0.02 11,863 -2.06 1.4375
2025-04-09 2025-03-31 13F NEXTERA ENERGY COM 65339F101 170,859 -7,080 -3.98 12,112 -5.05 1.5941
2025-01-15 2024-12-31 13F NEXTERA ENERGY COM 65339F101 177,939 2,343 1.33 12,756 -14.06 1.6489
2024-10-09 2024-09-30 13F NEXTERA ENERGY COM 65339F101 175,596 -853 -0.48 14,843 18.80 1.9107
2024-07-12 2024-06-30 13F NEXTERA ENERGY COM 65339F101 176,449 -1,204 -0.68 12,494 10.05 1.7821
2024-04-24 2024-03-31 13F NEXTERA ENERGY COM 65339F101 177,653 -50,964 -22.29 11,354 -18.24 1.6484
2024-01-10 2023-12-31 13F NEXTERA ENERGY COM 65339F101 228,617 80,185 54.02 13,886 63.31 2.0617
2023-10-19 2023-09-30 13F NEXTERA ENERGY COM 65339F101 148,432 -32,433 -17.93 8,504 -36.64 1.4262
2023-08-10 2023-06-30 13F NEXTERA ENERGY COM 65339F101 180,865 5,612 3.20 13,420 -0.65 2.1935
2023-04-14 2023-03-31 13F NEXTERA ENERGY COM 65339F101 175,253 3,348 1.95 13,509 -6.01 2.3696
2023-02-10 2022-12-31 13F NEXTERA ENERGY COM 65339F101 171,905 4,343 2.59 14,371 11.78 2.6404
2022-10-14 2022-09-30 13F NEXTERA ENERGY COM 65339F101 167,562 3,440 2.10 12,857 -1.55 2.7041
2022-07-19 2022-06-30 13F NEXTERA ENERGY COM 65339F101 164,122 6,347 4.02 13,059 -3.86 2.6357
2022-04-20 2022-03-31 13F NEXTERA ENERGY COM 65339F101 157,775 8,943 6.01 13,583 1.71 2.5051
2022-01-18 2021-12-31 13F NEXTERA ENERGY COM 65339F101 148,832 7,950 5.64 13,355 20.73 2.4865
2021-10-13 2021-09-30 13F NEXTERA ENERGY COM 65339F101 140,882 2,762 2.00 11,062 9.30 2.3901
2021-08-12 2021-06-30 13F NEXTERA ENERGY COM 65339F101 138,120 26,519 23.76 10,121 19.95 2.1764
2021-04-28 2021-03-31 13F NEXTERA ENERGY COM 65339F101 111,601 871 0.79 8,438 -8.19 1.8907
2021-02-10 2020-12-31 13F NEXTERA ENERGY COM 65339F101 110,730 83,457 306.01 9,191 13.43 2.1297
2020-10-13 2020-09-30 13F NEXTERA ENERGY COM 65339F101 27,273 193 0.71 8,103 18.14 2.1517
2020-07-13 2020-06-30 13F NEXTERA ENERGY COM 65339F101 27,080 473 1.78 6,859 10.40 2.0171
2020-04-14 2020-03-31 13F NEXTERA ENERGY COM 65339F101 26,607 -1,635 -5.79 6,213 -8.91 2.2018
2020-01-09 2019-12-31 13F NEXTERA ENERGY COM 65339F101 28,242 1,469 5.49 6,821 11.20 2.0161
2019-10-24 2019-09-30 13F NEXTERA ENERGY COM 65339F101 26,773 147 0.55 6,134 12.45 2.1263
2019-07-15 2019-06-30 13F NEXTERA ENERGY COM 65339F101 26,626 193 0.73 5,455 6.75 1.9327
2019-05-13 2019-03-31 13F NEXTERA ENERGY COM 65339F101 26,433 -892 -3.26 5,110 7.58 1.9351
2019-01-17 2018-12-31 13F NEXTERA ENERGY COM 65339F101 27,325 404 1.50 4,750 4.56 1.9646
2018-11-27 2018-09-30 13F NEXTERA ENERGY COM 65339F101 26,921 -258 -0.95 4,543 0.07 1.8177
2018-08-10 2018-06-30 13F NEXTERA ENERGY COM 65339F101 27,179 27,179 4,540 1.8945
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.