NextEra Energy, Inc.
US ˙ NYSE ˙ US65339F1012

SecurityNEE / NextEra Energy, Inc.
InstitutionMascoma Wealth Management LLC
Latest Disclosed Ownership478 shares
Latest Disclosed Value $ 44,397
Mascoma Wealth Management LLC ownership in NEE / NextEra Energy, Inc.

On April 30, 2026 - Mascoma Wealth Management LLC filed a 13F-HR form disclosing ownership of 478 shares of NextEra Energy, Inc. (US:NEE) valued at $44,397 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 478 shares of NextEra Energy, Inc.. This represents a change in shares of 0.00% during the quarter. The current value of the position is $40,429 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)
2026-04-30 2026-03-31 13F NEXTERA ENERGY INC COM Stock 65339F101 478 0 0.00 44 15.79 0.0092
2026-02-04 2025-12-31 13F NEXTERA ENERGY INC COM Stock 65339F101 478 23 5.05 38 11.76 0.0082
2025-10-28 2025-09-30 13F NEXTERA ENERGY INC COM Stock 65339F101 455 0 0.00 34 9.68 0.0076
2025-07-22 2025-06-30 13F NEXTERA ENERGY INC COM Stock 65339F101 455 0 0.00 32 -3.12 0.0073
2025-04-24 2025-03-31 13F NEXTERA ENERGY INC COM Stock 65339F101 455 -188 -29.24 32 -30.43 0.0080
2025-02-10 2024-12-31 13F NEXTERA ENERGY INC COM Stock 65339F101 643 188 41.32 46 21.05 0.0116
2024-11-05 2024-09-30 13F NEXTERA ENERGY INC COM Stock 65339F101 455 -133 -22.62 38 -7.32 0.0096
2024-08-02 2024-06-30 13F NEXTERA ENERGY INC COM Stock 65339F101 588 57 10.73 42 24.24 0.0110
2024-05-02 2024-03-31 13F NEXTERA ENERGY INC COM Stock 65339F101 531 -56 -9.54 34 -5.71 0.0097
2024-01-24 2023-12-31 13F NEXTERA ENERGY INC COM Stock 65339F101 587 -149 -20.24 36 -16.67 0.0107
2023-10-13 2023-09-30 13F NEXTERA ENERGY INC COM Stock 65339F101 736 127 20.85 42 2.44 0.0132
2023-08-09 2023-06-30 13F NEXTERA ENERGY INC COM Stock 65339F101 609 -620 -50.45 42 -56.38 0.0128
2023-05-01 2023-03-31 13F NEXTERA ENERGY INC COM Stock 65339F101 1,229 -16 -1.29 94 -9.62 0.0276
2023-01-24 2022-12-31 13F/A-1 NEXTERA ENERGY INC COM Stock 65339F101 1,245 -1,261 -50.32 104 -46.94 0.0330
2023-01-20 2022-12-31 13F NEXTERA ENERGY INC COM Stock 65339F101 2,506 0 0 0.0679
2022-10-18 2022-09-30 13F NEXTERA ENERGY INC COM Stock 65339F101 2,506 1,004 66.84 196 68.97 0.0679
2022-07-14 2022-06-30 13F NEXTERA ENERGY INC COM Stock 65339F101 1,502 19 1.28 116 -7.94 0.0396
2022-04-25 2022-03-31 13F NEXTERA ENERGY INC COM Stock 65339F101 1,483 312 26.64 126 15.60 0.0401
2022-01-21 2021-12-31 13F NEXTERA ENERGY INC COM Stock 65339F101 1,171 616 110.99 109 147.73 0.0377
2021-10-06 2021-09-30 13F NEXTERA ENERGY INC COM Stock 65339F101 555 555 44 0.0171
2021-07-06 2021-06-30 13F NEXTERA ENERGY INC COM Stock 65339F101 0 -460 -100.00 0 -100.00
2021-04-26 2021-03-31 13F NEXTERA ENERGY INC COM Stock 65339F101 460 460 35 0.0151
2019-07-29 2019-06-30 13F NEXTERA ENERGY INC COM Stock 65339F101 0 -11 -100.00 0 -100.00
2019-04-23 2019-03-31 13F NEXTERA ENERGY INC COM Stock 65339F101 11 -160 -93.57 2 -93.33 0.0013
2019-01-28 2018-12-31 13F NEXTERA ENERGY INC COM Stock 65339F101 171 0 0.00 30 3.45 0.0229
2018-11-08 2018-09-30 13F NEXTERA ENERGY INC COM Stock 65339F101 171 0 0.00 29 0.00 0.0191
2018-08-13 2018-06-30 13F NEXTERA ENERGY INC COM Stock 65339F101 171 11 6.88 29 11.54 0.0204
2018-04-24 2018-03-31 13F NEXTERA ENERGY INC COM Stock 65339F101 160 0 0.00 26 4.00 0.0171
2018-02-05 2017-12-31 13F NEXTERA ENERGY INC COM Stock 65339F101 160 160 25 0.0154
2017-07-13 2017-06-30 13F NEXTERA ENERGY INC COM Stock 65339F101 0 -600 -100.00 0 -100.00
2017-04-18 2017-03-31 13F NEXTERA ENERGY INC COM Stock 65339F101 600 0 0.00 77 6.94 0.0551
2017-01-30 2016-12-31 13F NEXTERA ENERGY INC COM Stock 65339F101 600 600 72 0.0530
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.