NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionPFG Advisors
Latest Disclosed Ownership9,766 shares
Latest Disclosed Value $ 907,093
PFG Advisors reports 4.91% decrease in ownership of NEE / NextEra Energy, Inc.

On May 5, 2026 - PFG Advisors filed a 13F-HR form disclosing ownership of 9,766 shares of NextEra Energy, Inc. (MX:NEE) valued at $907,093 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 10,270 shares of NextEra Energy, Inc.. This represents a change in shares of -4.91% 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)
2026-05-05 2026-03-31 13F NEXTERA ENERGY COM 65339F101 9,766 -504 -4.91 907 10.07 0.0442
2026-01-27 2025-12-31 13F NEXTERA ENERGY COM 65339F101 10,270 -9,365 -47.70 824 -44.40 0.0400
2025-11-13 2025-09-30 13F NEXTERA ENERGY COM 65339F101 19,635 4,278 27.86 1,482 39.02 0.0607
2025-08-07 2025-06-30 13F NEXTERA ENERGY COM 65339F101 15,357 596 4.04 1,066 1.91 0.0492
2025-05-06 2025-03-31 13F NEXTERA ENERGY COM 65339F101 14,761 2,409 19.50 1,046 18.19 0.0585
2025-02-07 2024-12-31 13F NEXTERA ENERGY COM 65339F101 12,352 -1,302 -9.54 886 -23.31 0.0542
2024-10-15 2024-09-30 13F NEXTERA ENERGY COM 65339F101 13,654 -1,096 -7.43 1,154 10.54 0.0728
2024-08-08 2024-06-30 13F NEXTERA ENERGY COM 65339F101 14,750 -653 -4.24 1,044 6.10 0.0706
2024-05-07 2024-03-31 13F NEXTERA ENERGY COM 65339F101 15,403 231 1.52 984 6.84 0.0719
2024-01-19 2023-12-31 13F NEXTERA ENERGY COM 65339F101 15,172 -6,632 -30.42 922 -26.26 0.0744
2023-10-13 2023-09-30 13F NEXTERA ENERGY COM 65339F101 21,804 -13,033 -37.41 1,249 -51.66 0.1122
2023-07-20 2023-06-30 13F NEXTERA ENERGY COM 65339F101 34,837 4,805 16.00 2,585 11.67 0.1969
2023-04-21 2023-03-31 13F NEXTERA ENERGY COM 65339F101 30,032 1,042 3.59 2,315 -4.50 0.1937
2023-01-30 2022-12-31 13F NEXTERA ENERGY COM 65339F101 28,990 654 2.31 2,424 9.05 0.2374
2022-10-14 2022-09-30 13F NEXTERA ENERGY COM 65339F101 28,336 -1,473 -4.94 2,222 -3.77 0.2539
2022-07-13 2022-06-30 13F NEXTERA ENERGY COM 65339F101 29,809 -680 -2.23 2,309 -10.57 0.2612
2022-04-19 2022-03-31 13F NEXTERA ENERGY COM 65339F101 30,489 1,906 6.67 2,582 -3.22 0.2578
2022-01-21 2021-12-31 13F NEXTERA ENERGY COM 65339F101 28,583 1,329 4.88 2,668 24.67 0.2627
2021-11-05 2021-09-30 13F NEXTERA ENERGY COM 65339F101 27,254 -834 -2.97 2,140 3.98 0.2367
2021-07-28 2021-06-30 13F NEXTERA ENERGY COM 65339F101 28,088 -2,206 -7.28 2,058 -10.17 0.2354
2021-04-27 2021-03-31 13F NEXTERA ENERGY COM 65339F101 30,294 17,998 146.37 2,291 141.41 0.2936
2021-01-26 2020-12-31 13F NEXTERA ENERGY COM 65339F101 12,296 9,402 324.88 949 10.35 0.1607
2020-10-13 2020-09-30 13F NEXTERA ENERGY COM 65339F101 2,894 235 8.84 860 24.64 0.1652
2020-07-16 2020-06-30 13F NEXTERA ENERGY COM 65339F101 2,659 252 10.47 690 20.63 0.1555
2020-04-29 2020-03-31 13F NEXTERA ENERGY COM 65339F101 2,407 1,203 99.92 572 96.56 0.1540
2020-01-14 2019-12-31 13F NEXTERA ENERGY COM 65339F101 1,204 -1,011 -45.64 291 -43.71 0.0714
2019-10-15 2019-09-30 13F NEXTERA ENERGY COM 65339F101 2,215 1,045 89.32 517 111.02 0.1427
2019-08-05 2019-06-30 13F NEXTERA ENERGY COM 65339F101 1,170 1,170 245 0.0665
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.