NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionSigma Planning Corp
Latest Disclosed Ownership110,611 shares
Latest Disclosed Value $ 10,273,514
Sigma Planning Corp reports 5.62% decrease in ownership of NEE / NextEra Energy, Inc.

On May 4, 2026 - Sigma Planning Corp filed a 13F-HR form disclosing ownership of 110,611 shares of NextEra Energy, Inc. (MX:NEE) valued at $10,273,514 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 117,200 shares of NextEra Energy, Inc.. This represents a change in shares of -5.62% 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)
2026-05-04 2026-03-31 13F NEXTERA ENERGY COM 65339F101 110,611 -6,589 -5.62 10,274 9.33 0.2853
2026-01-30 2025-12-31 13F NEXTERA ENERGY COM 65339F101 117,200 12,766 12.22 9,396 19.19 0.2594
2025-11-10 2025-09-30 13F NEXTERA ENERGY COM 65339F101 104,434 -360 -0.34 7,884 8.37 0.2241
2025-08-05 2025-06-30 13F NEXTERA ENERGY COM 65339F101 104,794 -4,620 -4.22 7,275 -6.21 0.2187
2025-05-02 2025-03-31 13F NEXTERA ENERGY COM 65339F101 109,414 -5,388 -4.69 7,756 -5.76 0.2473
2025-02-03 2024-12-31 13F NEXTERA ENERGY COM 65339F101 114,802 -5,203 -4.34 8,230 -18.87 0.2584
2024-11-04 2024-09-30 13F NEXTERA ENERGY COM 65339F101 120,005 1,329 1.12 10,144 20.72 0.3107
2024-08-06 2024-06-30 13F NEXTERA ENERGY COM 65339F101 118,676 -4,666 -3.78 8,403 6.61 0.2663
2024-05-02 2024-03-31 13F NEXTERA ENERGY COM 65339F101 123,342 63,076 104.66 7,883 115.36 0.2477
2024-02-01 2023-12-31 13F NEXTERA ENERGY COM 65339F101 60,266 -63,586 -51.34 3,661 -48.41 0.2864
2023-11-06 2023-09-30 13F NEXTERA ENERGY COM 65339F101 123,852 2,007 1.65 7,095 -21.52 0.2660
2023-08-02 2023-06-30 13F NEXTERA ENERGY COM 65339F101 121,845 -11,526 -8.64 9,041 -12.06 0.3246
2023-05-08 2023-03-31 13F NEXTERA ENERGY COM 65339F101 133,371 -21,030 -13.62 10,280 -20.35 0.3416
2023-01-24 2022-12-31 13F NEXTERA ENERGY COM 65339F101 154,401 -945 -0.61 12,908 5.96 0.4615
2022-11-10 2022-09-30 13F NEXTERA ENERGY COM 65339F101 155,346 13,057 9.18 12,181 10.52 0.4643
2022-08-11 2022-06-30 13F NEXTERA ENERGY COM 65339F101 142,289 -983 -0.69 11,022 -9.19 0.3831
2022-04-20 2022-03-31 13F NEXTERA ENERGY COM 65339F101 143,272 2,439 1.73 12,137 -7.69 0.3636
2022-02-02 2021-12-31 13F NEXTERA ENERGY INC COM Stock 65339F101 140,833 17,985 14.64 13,148 36.31 0.3664
2021-10-28 2021-09-30 13F NEXTERA ENERGY COM 65339F101 122,848 -4,427 -3.48 9,646 3.42 0.2901
2021-08-13 2021-06-30 13F NEXTERA ENERGY INC COM Stock 65339F101 127,275 -19,281 -13.16 9,327 -15.83 0.2780
2021-05-06 2021-03-31 13F NEXTERA ENERGY INC COM Stock 65339F101 146,556 -34,557 -19.08 11,081 -20.70 0.3540
2021-02-09 2020-12-31 13F NEXTERA ENERGY COM 65339F101 181,113 144,338 392.49 13,973 36.90 0.4752
2020-11-03 2020-09-30 13F NEXTERA ENERGY COM 65339F101 36,775 -4 -0.01 10,207 15.56 0.4040
2020-07-31 2020-06-30 13F NEXTERA ENERGY COM 65339F101 36,779 2,325 6.75 8,833 6.55 0.3877
2020-05-01 2020-03-31 13F NEXTERA ENERGY COM 65339F101 34,454 2,697 8.49 8,290 7.80 0.4922
2020-02-03 2019-12-31 13F NEXTERA ENERGY COM 65339F101 31,757 -25,415 -44.45 7,690 -42.27 0.3244
2019-11-01 2019-09-30 13F NEXTERA ENERGY COM 65339F101 57,172 2,100 3.81 13,321 18.07 0.6393
2019-08-01 2019-06-30 13F NEXTERA ENERGY COM 65339F101 55,072 7,838 16.59 11,282 23.56 0.5812
2019-05-01 2019-03-31 13F NEXTERA ENERGY COM 65339F101 47,234 1,186 2.58 9,131 14.08 0.5184
2019-01-31 2018-12-31 13F NEXTERA ENERGY COM 65339F101 46,048 20,478 80.09 8,004 86.75 0.5822
2018-11-07 2018-09-30 13F NEXTERA ENERGY COM 65339F101 25,570 3,566 16.21 4,286 16.63 0.2520
2018-08-02 2018-06-30 13F NEXTERA ENERGY COM 65339F101 22,004 -1,546 -6.56 3,675 -4.47 0.2460
2018-05-11 2018-03-31 13F NEXTERA ENERGY COM 65339F101 23,550 1,637 7.47 3,847 12.39 0.2813
2018-02-07 2017-12-31 13F NEXTERA ENERGY COM 65339F101 21,913 429 2.00 3,423 8.70 0.2637
2017-11-06 2017-09-30 13F NEXTERA ENERGY COM 65339F101 21,484 5,371 33.33 3,149 39.46 0.2597
2017-08-02 2017-06-30 13F NEXTERA ENERGY COM 65339F101 16,113 620 4.00 2,258 13.52 0.2122
2017-04-24 2017-03-31 13F NEXTERA ENERGY COM 65339F101 15,493 1,885 13.85 1,989 22.32 0.1926
2017-01-23 2016-12-31 13F NEXTERA ENERGY COM 65339F101 13,608 -1,904 -12.27 1,626 -14.29 0.1777
2016-11-07 2016-09-30 13F NEXTERA ENERGY COM 65339F101 15,512 672 4.53 1,897 -1.96 0.2249
2016-07-22 2016-06-30 13F NEXTERA ENERGY COM 65339F101 14,840 -51 -0.34 1,935 9.82 0.2522
2016-04-18 2016-03-31 13F NEXTERA ENERGY COM 65339F101 14,891 1,361 10.06 1,762 25.32 0.2409
2016-01-20 2015-12-31 13F NEXTERA ENERGY COM 65339F101 13,530 -399 -2.86 1,406 3.46 0.1968
2015-11-02 2015-09-30 13F NEXTERA ENERGY COM 65339F101 13,929 574 4.30 1,359 3.82 0.2153
2015-07-14 2015-06-30 13F NEXTERA ENERGY COM 65339F101 13,355 164 1.24 1,309 -4.66 0.1807
2015-04-23 2015-03-31 13F NEXTERA ENERGY COM 65339F101 13,191 392 3.06 1,373 0.96 0.1819
2015-02-13 2014-12-31 13F NEXTERA ENERGY COM 65339F101 12,799 12,799 1,360 0.1798
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.