NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionWealthfront Advisers Llc
Latest Disclosed Ownership240,288 shares
Latest Disclosed Value $ 22,317,949
Wealthfront Advisers Llc reports 16.73% increase in ownership of NEE / NextEra Energy, Inc.

On May 5, 2026 - Wealthfront Advisers Llc filed a 13F-HR form disclosing ownership of 240,288 shares of NextEra Energy, Inc. (MX:NEE) valued at $22,317,949 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 205,858 shares of NextEra Energy, Inc.. This represents a change in shares of 16.73% 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 240,288 34,430 16.73 22,318 35.04 0.0490
2026-01-30 2025-12-31 13F NEXTERA ENERGY COM 65339F101 205,858 15,404 8.09 16,526 14.95 0.0369
2025-11-06 2025-09-30 13F NEXTERA ENERGY COM 65339F101 190,454 3,029 1.62 14,377 10.50 0.0338
2025-07-31 2025-06-30 13F NEXTERA ENERGY COM 65339F101 187,425 -24,567 -11.59 13,011 -13.42 0.0335
2025-05-02 2025-03-31 13F NEXTERA ENERGY COM 65339F101 211,992 9,733 4.81 15,028 3.65 0.0403
2025-04-01 2024-12-31 13F/A-1 NEXTERA ENERGY COM 65339F101 202,259 -42,329 -17.31 14,500 -29.87 0.0424
2025-02-07 2024-12-31 13F NEXTERA ENERGY COM 65339F101 20,191 -224,397 3,505 0.0106
2024-11-12 2024-09-30 13F NEXTERA ENERGY COM 65339F101 244,588 1,275 0.52 20,675 20.01 0.0636
2024-08-14 2024-06-30 13F NEXTERA ENERGY COM 65339F101 243,313 99,088 68.70 17,229 86.92 0.0580
2024-04-19 2024-03-31 13F NEXTERA ENERGY COM 65339F101 144,225 23,370 19.34 9,217 25.57 0.0323
2024-02-09 2023-12-31 13F NEXTERA ENERGY COM 65339F101 120,855 4,516 3.88 7,341 10.13 0.0282
2023-11-01 2023-09-30 13F NEXTERA ENERGY COM 65339F101 116,339 -39,229 -25.22 6,665 -42.26 0.0287
2023-08-07 2023-06-30 13F NEXTERA ENERGY COM 65339F101 155,568 -12,092 -7.21 11,543 -10.68 0.0489
2023-04-28 2023-03-31 13F NEXTERA ENERGY COM 65339F101 167,660 -61,720 -26.91 12,923 -32.61 0.0587
2023-02-10 2022-12-31 13F NEXTERA ENERGY COM 65339F101 229,380 -50,082 -17.92 19,176 -12.49 0.0929
2022-11-14 2022-09-30 13F NEXTERA ENERGY COM 65339F101 279,462 27,462 10.90 21,913 12.26 0.1165
2022-07-20 2022-06-30 13F NEXTERA ENERGY COM 65339F101 252,000 13,870 5.82 19,520 -3.24 0.0981
2022-05-16 2022-03-31 13F NEXTERA ENERGY COM 65339F101 238,130 39,807 20.07 20,173 8.95 0.0884
2022-01-21 2021-12-31 13F NEXTERA ENERGY COM 65339F101 198,323 17,783 9.85 18,516 30.62 0.0783
2021-11-15 2021-09-30 13F NEXTERA ENERGY COM 65339F101 180,540 23,813 15.19 14,176 23.43 0.0657
2021-08-16 2021-06-30 13F NEXTERA ENERGY COM 65339F101 156,727 11,456 7.89 11,485 4.56 0.0545
2021-05-14 2021-03-31 13F NEXTERA ENERGY COM 65339F101 145,271 -4,562 -3.04 10,984 -4.97 0.0588
2021-02-16 2020-12-31 13F NEXTERA ENERGY COM 65339F101 149,833 113,133 308.26 11,559 13.48 0.0695
2020-11-16 2020-09-30 13F NEXTERA ENERGY COM 65339F101 36,700 426 1.17 10,186 16.92 0.0728
2020-08-14 2020-06-30 13F NEXTERA ENERGY COM 65339F101 36,274 -3,310 -8.36 8,712 -8.54 0.0676
2020-05-15 2020-03-31 13F NEXTERA ENERGY COM 65339F101 39,584 8,640 27.92 9,525 27.12 0.0865
2020-01-21 2019-12-31 13F NEXTERA ENERGY COM 65339F101 30,944 2,464 8.65 7,493 12.91 0.0556
2019-10-15 2019-09-30 13F NEXTERA ENERGY COM 65339F101 28,480 949 3.45 6,636 17.66 0.0556
2019-08-13 2019-06-30 13F NEXTERA ENERGY COM 65339F101 27,531 125 0.46 5,640 6.46 0.0490
2019-05-13 2019-03-31 13F NEXTERA ENERGY COM 65339F101 27,406 210 0.77 5,298 12.08 0.0491
2019-02-14 2018-12-31 13F NEXTERA ENERGY COM 65339F101 27,196 27,196 4,727 0.0502
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.