NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionKeystone Financial Group
Latest Disclosed Ownership16,645 shares
Latest Disclosed Value $ 1,550,735
Keystone Financial Group reports 0.39% decrease in ownership of NEE / NextEra Energy, Inc.

On May 13, 2026 - Keystone Financial Group filed a 13F-HR form disclosing ownership of 16,645 shares of NextEra Energy, Inc. (MX:NEE) valued at $1,550,735 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 16,710 shares of NextEra Energy, Inc.. This represents a change in shares of -0.39% 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)
2026-05-13 2026-03-31 13F NEXTERA ENERGY Equtities 65339F101 16,645 -65 -0.39 1,551 15.59 0.1043
2026-02-06 2025-12-31 13F NEXTERA ENERGY Equities 65339F101 16,710 160 0.97 1,341 6.60 0.0992
2025-11-17 2025-09-30 13F/A-1 NEXTERA ENERGY Common Stock 65339F101 16,550 1,234 8.06 1,258 18.34 0.0961
2025-11-14 2025-09-30 13F NEXTERA ENERGY Common Stock 65339F101 15,316 0 1,063 0.0845
2025-08-13 2025-06-30 13F NEXTERA ENERGY Common Stock 65339F101 15,316 88 0.58 1,063 -1.39 0.0959
2025-05-13 2025-03-31 13F NEXTERA ENERGY Common Stock 65339F101 15,228 277 1.85 1,079 0.75 0.1096
2025-02-13 2024-12-31 13F NEXTERA ENERGY Common Stock 65339F101 14,951 1,186 8.62 1,071 -8.00 0.1053
2025-02-19 2024-09-30 13F/A-3 NEXTERA ENERGY Common Stock 65339F101 13,765 2,851 26.12 1,164 50.65 0.1489
2025-02-18 2024-09-30 13F/A-2 NEXTERA ENERGY Common Stock 65339F101 8,423 -2,491 1,148 0.1494
2024-11-12 2024-09-30 13F NEXTERA ENERGY Common Stock 65339F101 13,765 2,851 1,164 0.3841
2024-07-31 2024-06-30 13F NEXTERA ENERGY Common Stock 65339F101 10,914 -201 -1.81 773 8.73 0.2768
2024-05-08 2024-03-31 13F NEXTERA ENERGY Common Stock 65339F101 11,115 2,118 23.54 710 30.04 0.1035
2024-02-14 2023-12-31 13F/A-1 NEXTERA ENERGY Common Stock 65339F101 8,997 -93 -1.02 546 5.00 0.0950
2024-02-09 2023-12-31 13F NEXTERA ENERGY Common Stock 65339F101 8,997 -93 546 0.0950
2023-11-06 2023-09-30 13F NEXTERA ENERGY Common Stock 65339F101 9,090 2,335 34.57 521 3.79 0.0872
2023-08-07 2023-06-30 13F NEXTERA ENERGY Common Stock 65339F101 6,755 122 1.84 501 -9.57 0.0852
2023-02-07 2022-12-31 13F NEXTERA ENERGY Common Stock 65339F101 6,633 501 8.17 554 15.18 0.1095
2022-11-10 2022-09-30 13F NEXTERA ENERGY Common Stock 65339F101 6,132 18 0.29 481 1.48 0.0975
2022-08-05 2022-06-30 13F NEXTERA ENERGY Common Stock 65339F101 6,114 1,944 46.62 474 34.28 0.0939
2022-05-13 2022-03-31 13F NEXTERA ENERGY Common Stock 65339F101 4,170 49 1.19 353 -8.31 0.0599
2022-02-11 2021-12-31 13F NEXTERA ENERGY Common Stock 65339F101 4,121 35 0.86 385 19.94 0.0632
2021-11-12 2021-09-30 13F NEXTERA ENERGY Common Stock 65339F101 4,086 -16 -0.39 321 6.64 0.0581
2021-08-13 2021-06-30 13F NEXTERA ENERGY Common Stock 65339F101 4,102 136 3.43 301 0.33 0.0545
2021-05-11 2021-03-31 13F NEXTERA ENERGY Common Stock 65339F101 3,966 214 5.70 300 3.81 0.0584
2021-02-10 2020-12-31 13F NEXTERA ENERGY Common Stock 65339F101 3,752 2,824 304.31 289 12.02 0.0601
2020-11-13 2020-09-30 13F NEXTERA ENERGY Common Stock 65339F101 928 928 258 0.0633
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.