NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionLee Financial Co
Latest Disclosed Ownership3,230 shares
Latest Disclosed Value $ 300,003
Lee Financial Co reports 1.76% decrease in ownership of NEE / NextEra Energy, Inc.

On April 13, 2026 - Lee Financial Co filed a 13F-HR form disclosing ownership of 3,230 shares of NextEra Energy, Inc. (MX:NEE) valued at $300,003 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 22, 2026 disclosing 3,288 shares of NextEra Energy, Inc.. This represents a change in shares of -1.76% 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)
2026-04-13 2026-03-31 13F NEXTERA ENERGY COM 65339F101 3,230 -58 -1.76 300 14.07 0.0399
2026-01-22 2025-12-31 13F NEXTERA ENERGY COM 65339F101 3,288 -1,260 -27.70 264 -23.32 0.0356
2025-11-04 2025-09-30 13F NEXTERA ENERGY COM 65339F101 4,548 1,246 37.73 343 49.78 0.0431
2025-07-24 2025-06-30 13F NEXTERA ENERGY COM 65339F101 3,302 -42 -1.26 229 -3.38 0.0329
2025-05-13 2025-03-31 13F NEXTERA ENERGY COM 65339F101 3,344 -1,021 -23.39 237 -24.04 0.0362
2025-01-30 2024-12-31 13F NEXTERA ENERGY COM 65339F101 4,365 301 7.41 313 -9.04 0.0439
2024-11-14 2024-09-30 13F NEXTERA ENERGY COM 65339F101 4,064 1,080 36.19 344 62.56 0.0488
2024-08-14 2024-06-30 13F NEXTERA ENERGY COM 65339F101 2,984 2,984 211 0.0344
2024-05-15 2024-03-31 13F NEXTERA ENERGY COM 65339F101 0 -3,016 -100.00 0 -100.00
2024-02-08 2023-12-31 13F NEXTERA ENERGY COM 65339F101 3,016 202 7.18 183 13.66 0.0321
2023-11-09 2023-09-30 13F NEXTERA ENERGY COM 65339F101 2,814 -6,306 -69.14 161 -76.18 0.0300
2023-08-08 2023-06-30 13F NEXTERA ENERGY COM 65339F101 9,120 -16,556 -64.48 677 -65.84 0.1185
2023-05-15 2023-03-31 13F NEXTERA ENERGY COM 65339F101 25,676 -3,338 -11.50 1,979 -18.39 0.3396
2023-02-09 2022-12-31 13F NEXTERA ENERGY COM 65339F101 29,014 366 1.28 2,426 7.97 0.4139
2022-11-02 2022-09-30 13F NEXTERA ENERGY COM 65339F101 28,648 56 0.20 2,246 1.45 0.4200
2022-08-10 2022-06-30 13F NEXTERA ENERGY COM 65339F101 28,592 81 0.28 2,214 -8.32 0.4062
2022-05-11 2022-03-31 13F NEXTERA ENERGY COM 65339F101 28,511 -6,805 -19.27 2,415 -26.75 0.4322
2022-02-08 2021-12-31 13F NEXTERA ENERGY COM 65339F101 35,316 177 0.50 3,297 19.46 0.6192
2021-11-12 2021-09-30 13F NEXTERA ENERGY COM 65339F101 35,139 177 0.51 2,760 7.73 0.5709
2021-08-04 2021-06-30 13F NEXTERA ENERGY COM 65339F101 34,962 -700 -1.96 2,562 -4.97 0.5434
2021-05-13 2021-03-31 13F NEXTERA ENERGY COM 65339F101 35,662 -869 -2.38 2,696 -4.36 0.6392
2021-02-12 2020-12-31 13F NEXTERA ENERGY COM 65339F101 36,531 27,201 291.54 2,819 8.84 0.7312
2020-11-03 2020-09-30 13F NEXTERA ENERGY COM 65339F101 9,330 25 0.27 2,590 15.88 0.7237
2020-08-11 2020-06-30 13F NEXTERA ENERGY COM 65339F101 9,305 -109 -1.16 2,235 -1.32 0.6204
2020-05-07 2020-03-31 13F NEXTERA ENERGY COM 65339F101 9,414 -126 -1.32 2,265 -1.99 0.7514
2020-02-14 2019-12-31 13F NEXTERA ENERGY COM 65339F101 9,540 195 2.09 2,311 6.16 0.4993
2019-11-08 2019-09-30 13F NEXTERA ENERGY COM 65339F101 9,345 5 0.05 2,177 13.80 0.4897
2019-07-30 2019-06-30 13F NEXTERA ENERGY COM 65339F101 9,340 -13 -0.14 1,913 5.81 0.4320
2019-04-30 2019-03-31 13F NEXTERA ENERGY COM 65339F101 9,353 75 0.81 1,808 12.09 0.4232
2019-02-11 2018-12-31 13F NEXTERA ENERGY COM 65339F101 9,278 -147 -1.56 1,613 2.09 0.4323
2018-11-07 2018-09-30 13F NEXTERA ENERGY COM 65339F101 9,425 -1,999 -17.50 1,580 -17.19 0.3884
2018-08-14 2018-06-30 13F NEXTERA ENERGY COM 65339F101 11,424 1,740 17.97 1,908 20.61 0.4497
2018-05-09 2018-03-31 13F NEXTERA ENERGY COM 65339F101 9,684 72 0.75 1,582 5.33 0.4014
2018-02-09 2017-12-31 13F NEXTERA ENERGY COM 65339F101 9,612 -113 -1.16 1,502 5.40 0.4364
2017-11-07 2017-09-30 13F NEXTERA ENERGY COM 65339F101 9,725 -247 -2.48 1,425 2.00 0.4598
2017-07-27 2017-06-30 13F NEXTERA ENERGY COM 65339F101 9,972 2,094 26.58 1,397 38.18 0.5142
2017-05-09 2017-03-31 13F NEXTERA ENERGY COM 65339F101 7,878 -152 -1.89 1,011 5.31 0.4030
2017-02-14 2016-12-31 13F NEXTERA ENERGY COM 65339F101 8,030 8,030 960 0.5374
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.