NextEra Energy, Inc.
US ˙ NYSE ˙ US65339F1012

SecurityNEE / NextEra Energy, Inc.
InstitutionJmac Enterprises Llc
Latest Disclosed Ownership12,061 shares
Latest Disclosed Value $ 1,120,303
Jmac Enterprises Llc reports 0.02% increase in ownership of NEE / NextEra Energy, Inc.

On May 1, 2026 - Jmac Enterprises Llc filed a 13F-HR form disclosing ownership of 12,061 shares of NextEra Energy, Inc. (US:NEE) valued at $1,120,226 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 12,058 shares of NextEra Energy, Inc.. This represents a change in shares of 0.02% during the quarter. The current value of the position is $1,020,119 USD.

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)
2026-05-01 2026-03-31 13F NEXTERA ENERGY COM 65339F101 12,061 3 0.02 1,120 15.70 0.2146
2026-01-21 2025-12-31 13F NEXTERA ENERGY COM 65339F101 12,058 904 8.10 968 14.96 0.1850
2025-10-30 2025-09-30 13F NEXTERA ENERGY COM 65339F101 11,154 1,604 16.80 842 27.19 0.1665
2025-07-21 2025-06-30 13F NEXTERA ENERGY COM 65339F101 9,550 4 0.04 663 -2.07 0.1419
2025-04-22 2025-03-31 13F NEXTERA ENERGY COM 65339F101 9,546 2,544 36.33 677 34.93 0.1606
2025-01-29 2024-12-31 13F NEXTERA ENERGY COM 65339F101 7,002 1,064 17.92 502 0.00 0.0788
2024-10-31 2024-09-30 13F NEXTERA ENERGY COM 65339F101 5,938 2,703 83.55 502 118.78 0.0802
2024-07-30 2024-06-30 13F NEXTERA ENERGY COM 65339F101 3,235 -7,496 -69.85 229 -66.57 0.0402
2024-04-30 2024-03-31 13F NEXTERA ENERGY COM 65339F101 10,731 10,731 686 0.1275
2023-04-20 2023-03-31 13F NEXTERA ENERGY COM 65339F101 0 -2,470 -100.00 0 -100.00
2023-01-23 2022-12-31 13F NEXTERA ENERGY COM 65339F101 2,470 2,470 206 0.0568
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.