NextEra Energy, Inc.
DE ˙ DB ˙ US65339F1012
73,87 € ↓ -1,13 (-1,51%)
2026-05-29
CENA AKCJI
SecurityDE:FP3 / NextEra Energy, Inc.
InstitutionStrongBox Wealth, LLC
Latest Disclosed Ownership74,116 shares
Latest Disclosed Value $ 6,883,894
StrongBox Wealth, LLC reports 1.31% decrease in ownership of FP3 / NextEra Energy, Inc.

On May 8, 2026 - StrongBox Wealth, LLC filed a 13F-HR form disclosing ownership of 74,116 shares of NextEra Energy, Inc. (DE:FP3) valued at $5,946,327 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 75,097 shares of NextEra Energy, Inc.. This represents a change in shares of -1.31% during the quarter. The current value of the position is $5,474,949 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)
2026-05-08 2026-03-31 13F NEXTERA ENERGY COM 65339F101 74,116 -981 -1.31 6,884 14.18 2.2028
2026-01-21 2025-12-31 13F NEXTERA ENERGY COM 65339F101 75,097 -312 -0.41 6,029 5.90 1.9814
2025-10-07 2025-09-30 13F NEXTERA ENERGY COM 65339F101 75,409 4,354 6.13 5,693 15.41 1.9263
2025-07-09 2025-06-30 13F NEXTERA ENERGY COM 65339F101 71,055 4,251 6.36 4,933 4.16 1.8719
2025-05-13 2025-03-31 13F NEXTERA ENERGY COM 65339F101 66,804 4,471 7.17 4,736 5.98 1.9742
2025-01-14 2024-12-31 13F NEXTERA ENERGY COM 65339F101 62,333 1,301 2.13 4,469 -13.39 1.8918
2024-11-12 2024-09-30 13F NEXTERA ENERGY COM 65339F101 61,032 1,186 1.98 5,159 21.76 2.2105
2024-08-12 2024-06-30 13F NEXTERA ENERGY COM 65339F101 59,846 1,074 1.83 4,238 12.81 2.0011
2024-05-14 2024-03-31 13F/A-1 NEXTERA ENERGY COM 65339F101 58,772 3,213 5.78 3,756 11.32 1.9801
2024-04-26 2024-03-31 13F NEXTERA ENERGY COM 65339F101 55,559 0 3,375 1.9692
2024-01-08 2023-12-31 13F NEXTERA ENERGY COM 65339F101 55,559 11,500 26.10 3,375 33.68 1.9692
2023-10-10 2023-09-30 13F NEXTERA ENERGY COM 65339F101 44,059 8,941 25.46 2,524 -3.11 1.6068
2023-07-24 2023-06-30 13F NEXTERA ENERGY COM 65339F101 35,118 3,456 10.92 2,606 6.76 1.6440
2023-04-21 2023-03-31 13F NEXTERA ENERGY COM 65339F101 31,662 3,176 11.15 2,441 2.48 1.6378
2023-01-19 2022-12-31 13F NEXTERA ENERGY COM 65339F101 28,486 -3,073 -9.74 2,381 -3.80 1.6846
2022-10-14 2022-09-30 13F NEXTERA ENERGY COM 65339F101 31,559 -15,441 -32.85 2,475 -32.02 1.7940
2022-07-15 2022-06-30 13F NEXTERA ENERGY COM 65339F101 47,000 1,013 2.20 3,641 -6.55 2.3538
2022-04-14 2022-03-31 13F NEXTERA ENERGY COM 65339F101 45,987 4,618 11.16 3,896 0.88 2.2214
2022-01-14 2021-12-31 13F NEXTERA ENERGY COM 65339F101 41,369 2,516 6.48 3,862 26.58 1.9292
2021-11-12 2021-09-30 13F NEXTERA ENERGY COM 65339F101 38,853 917 2.42 3,051 9.75 1.7118
2021-08-10 2021-06-30 13F NEXTERA ENERGY COM 65339F101 37,936 4,301 12.79 2,780 9.32 1.5934
2021-05-28 2021-03-31 13F NEXTERA ENERGY COM 65339F101 33,635 6,886 25.74 2,543 23.21 1.5759
2021-02-02 2020-12-31 13F NEXTERA ENERGY COM 65339F101 26,749 20,366 319.07 2,064 16.48 1.3374
2020-10-20 2020-09-30 13F NEXTERA ENERGY COM 65339F101 6,383 913 16.69 1,772 34.86 1.2978
2020-07-30 2020-06-30 13F NEXTERA ENERGY COM 65339F101 5,470 2,087 61.69 1,314 61.43 1.1977
2020-05-15 2020-03-31 13F NEXTERA ENERGY COM 65339F101 3,383 3,383 814 0.9234
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.