NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionXcel Wealth Management, LLC
Latest Disclosed Ownership69,000 shares
Latest Disclosed Value $ 6,408,720
Xcel Wealth Management, LLC reports 6.05% decrease in ownership of NEE / NextEra Energy, Inc.

On April 21, 2026 - Xcel Wealth Management, LLC filed a 13F-HR form disclosing ownership of 69,000 shares of NextEra Energy, Inc. (MX:NEE) valued at $6,408,720 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 73,442 shares of NextEra Energy, Inc.. This represents a change in shares of -6.05% 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)
2026-04-21 2026-03-31 13F NEXTERA ENERGY COM 65339F101 69,000 -4,442 -6.05 6,409 8.70 1.7726
2026-01-26 2025-12-31 13F NEXTERA ENERGY COM 65339F101 73,442 -118 -0.16 5,896 6.16 1.4997
2025-10-29 2025-09-30 13F NEXTERA ENERGY COM 65339F101 73,560 868 1.19 5,553 10.05 1.4434
2025-07-15 2025-06-30 13F NEXTERA ENERGY COM 65339F101 72,692 8,458 13.17 5,046 10.83 1.4362
2025-04-28 2025-03-31 13F NEXTERA ENERGY COM 65339F101 64,234 5,869 10.06 4,554 8.82 1.4189
2025-02-05 2024-12-31 13F NEXTERA ENERGY COM 65339F101 58,365 -1,855 -3.08 4,184 -17.80 1.1595
2024-10-21 2024-09-30 13F NEXTERA ENERGY COM 65339F101 60,220 1,346 2.29 5,090 22.12 1.4890
2024-07-23 2024-06-30 13F NEXTERA ENERGY COM 65339F101 58,874 -2,297 -3.76 4,169 6.63 1.3054
2024-04-22 2024-03-31 13F NEXTERA ENERGY COM 65339F101 61,171 11,849 24.02 3,909 30.52 1.2222
2024-01-29 2023-12-31 13F NEXTERA ENERGY COM 65339F101 49,322 -8,528 -14.74 2,996 -9.63 1.0505
2023-10-17 2023-09-30 13F NEXTERA ENERGY COM 65339F101 57,850 11,111 23.77 3,314 -4.44 1.3077
2023-07-26 2023-06-30 13F NEXTERA ENERGY COM 65339F101 46,739 36,170 342.23 3,468 326.04 1.0958
2023-04-26 2023-03-31 13F NEXTERA ENERGY COM 65339F101 10,569 -617 -5.52 815 -12.94 0.2867
2023-02-15 2022-12-31 13F/A-1 NEXTERA ENERGY COM 65339F101 11,186 68 0.61 935 7.22 0.3683
2023-01-19 2022-12-31 13F NEXTERA ENERGY COM 65339F101 11,186 68 1 0.3682
2022-10-20 2022-09-30 13F NEXTERA ENERGY COM 65339F101 11,118 0 0.00 872 1.28 0.3247
2022-07-26 2022-06-30 13F NEXTERA ENERGY COM 65339F101 11,118 1 0.01 861 -8.60 0.3138
2022-04-29 2022-03-31 13F NEXTERA ENERGY COM 65339F101 11,117 -1,168 -9.51 942 -17.87 0.2583
2022-02-03 2021-12-31 13F NEXTERA ENERGY COM 65339F101 12,285 641 5.50 1,147 25.49 0.2949
2021-10-21 2021-09-30 13F NEXTERA ENERGY COM 65339F101 11,644 0 0.00 914 7.15 0.2650
2021-07-15 2021-06-30 13F NEXTERA ENERGY COM 65339F101 11,644 -1,300 -10.04 853 -12.87 0.2575
2021-04-15 2021-03-31 13F NEXTERA ENERGY COM 65339F101 12,944 100 0.78 979 -1.11 0.3492
2021-01-13 2020-12-31 13F NEXTERA ENERGY COM 65339F101 12,844 9,633 300.00 990 11.11 0.4273
2020-10-27 2020-09-30 13F NEXTERA ENERGY COM 65339F101 3,211 325 11.26 891 28.57 0.4581
2020-07-10 2020-06-30 13F NEXTERA ENERGY COM 65339F101 2,886 1,182 69.37 693 69.02 0.4299
2020-04-07 2020-03-31 13F NEXTERA ENERGY COM 65339F101 1,704 0 0.00 410 -0.49 0.3698
2020-01-09 2019-12-31 13F NEXTERA ENERGY COM 65339F101 1,704 0 0.00 412 3.78 0.3422
2019-11-12 2019-09-30 13F NEXTERA ENERGY COM 65339F101 1,704 0 0.00 397 13.75 0.3676
2019-11-12 2019-06-30 13F NEXTERA ENERGY COM 65339F101 1,704 -250 -12.79 349 -7.43 0.3420
2019-11-12 2019-03-31 13F NEXTERA ENERGY COM 65339F101 1,954 -78 -3.84 377 6.80 0.3887
2019-11-12 2018-12-31 13F NEXTERA ENERGY COM 65339F101 2,032 2,032 353 0.4317
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.