NextEra Energy, Inc.
US ˙ NYSE ˙ US65339F1012

SecurityNEE / NextEra Energy, Inc.
InstitutionDakota Wealth Management
Latest Disclosed Ownership141,570 shares
Latest Disclosed Value $ 13,149,066
Dakota Wealth Management reports 3.41% decrease in ownership of NEE / NextEra Energy, Inc.

On May 7, 2026 - Dakota Wealth Management filed a 13F-HR form disclosing ownership of 141,570 shares of NextEra Energy, Inc. (US:NEE) valued at $13,149,022 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 13, 2026 disclosing 146,566 shares of NextEra Energy, Inc.. This represents a change in shares of -3.41% during the quarter. The current value of the position is $12,152,369 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)
2026-05-07 2026-03-31 13F NEXTERA ENERGY COM 65339F101 141,570 -4,996 -3.41 13,149 11.75 0.2845
2026-01-13 2025-12-31 13F NEXTERA ENERGY COM 65339F101 146,566 9,362 6.82 11,766 13.60 0.2088
2025-11-10 2025-09-30 13F NEXTERA ENERGY COM 65339F101 137,204 1,184 0.87 10,358 9.69 0.2087
2025-07-16 2025-06-30 13F NEXTERA ENERGY COM 65339F101 136,020 -8,096 -5.62 9,443 -7.58 0.1988
2025-05-02 2025-03-31 13F NEXTERA ENERGY COM 65339F101 144,116 -5,238 -3.51 10,216 -4.59 0.2390
2025-01-17 2024-12-31 13F NEXTERA ENERGY COM 65339F101 149,354 443 0.30 10,707 -14.94 0.2462
2024-10-23 2024-09-30 13F NEXTERA ENERGY COM 65339F101 148,911 385 0.26 12,587 19.68 0.2844
2024-07-22 2024-06-30 13F NEXTERA ENERGY COM 65339F101 148,526 -1,882 -1.25 10,517 9.42 0.2472
2024-04-24 2024-03-31 13F NEXTERA ENERGY COM 65339F101 150,408 -6,276 -4.01 9,613 1.01 0.2386
2024-01-30 2023-12-31 13F NEXTERA ENERGY COM 65339F101 156,684 -99,800 -38.91 9,517 -35.23 0.3697
2023-10-24 2023-09-30 13F NEXTERA ENERGY COM 65339F101 256,484 33,309 14.93 14,694 -11.27 0.6484
2023-07-31 2023-06-30 13F NEXTERA ENERGY COM 65339F101 223,175 -56,395 -20.17 16,560 -23.16 0.7792
2023-04-14 2023-03-31 13F NEXTERA ENERGY COM 65339F101 279,570 19,031 7.30 21,549 -1.07 1.4387
2023-02-08 2022-12-31 13F NEXTERA ENERGY COM 65339F101 260,539 -10,846 -4.00 21,781 2.36 1.5442
2022-11-10 2022-09-30 13F NEXTERA ENERGY COM 65339F101 271,385 20,847 8.32 21,279 9.65 1.7222
2022-08-05 2022-06-30 13F NEXTERA ENERGY COM 65339F101 250,538 14,895 6.32 19,407 -2.78 1.7867
2022-05-13 2022-03-31 13F NEXTERA ENERGY COM 65339F101 235,643 122,060 107.46 19,962 88.25 1.6189
2022-02-10 2021-12-31 13F NEXTERA ENERGY COM 65339F101 113,583 -9,973 -8.07 10,604 9.30 1.1186
2021-11-15 2021-09-30 13F NEXTERA ENERGY COM 65339F101 123,556 -19,851 -13.84 9,702 -7.68 1.1159
2021-08-02 2021-06-30 13F NEXTERA ENERGY COM 65339F101 143,407 -15,184 -9.57 10,509 -12.36 1.2511
2021-05-10 2021-03-31 13F NEXTERA ENERGY COM 65339F101 158,591 -34,726 -17.96 11,991 -19.60 1.5737
2021-02-12 2020-12-31 13F NEXTERA ENERGY COM 65339F101 193,317 154,472 397.66 14,914 38.32 1.9402
2020-11-04 2020-09-30 13F NEXTERA ENERGY COM 65339F101 38,845 7,081 22.29 10,782 41.33 1.6991
2020-08-07 2020-06-30 13F NEXTERA ENERGY COM 65339F101 31,764 24,367 329.42 7,629 328.60 1.3053
2020-04-29 2020-03-31 13F NEXTERA ENERGY COM 65339F101 7,397 5,394 269.30 1,780 267.01 0.3886
2020-02-06 2019-12-31 13F NEXTERA ENERGY COM 65339F101 2,003 -367 -15.49 485 -12.14 0.0778
2019-11-14 2019-09-30 13F NEXTERA ENERGY COM 65339F101 2,370 2,370 552 0.0950
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.