Invesco Ltd. reports 4.23% increase in ownership of NEE / NextEra Energy, Inc.

NextEra Energy, Inc.

AT ˙ WBAG ˙ US65339F1012

€ 73,67 ↓ -1,87 (-2,48%)

2026-06-03
AKTIENPREIS

Security	AT:NEE / NextEra Energy, Inc.
Institution	Invesco Ltd.
Latest Disclosed Ownership	7,207,559 shares
Latest Disclosed Value	$ 669,438,090

On May 12, 2026 - Invesco Ltd. filed a 13F-HR form disclosing ownership of 7,207,559 shares of NextEra Energy, Inc. (AT:NEE) valued at $572,640,563 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 19, 2026 disclosing 6,915,108 shares of NextEra Energy, Inc.. This represents a change in shares of 4.23% during the quarter. The current value of the position is $530,980,872 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	Reported Shares	ΔShares	ΔShares (%)	Reported Value (x1000)	ΔValue (%)	Alloc (%)
2026-05-12	2026-03-31	13F	NEXTERA ENERGY	COM	65339F101	7,207,559	292,451	4.23	669,438	20.59	0.0128
2026-02-19	2025-12-31	13F	NEXTERA ENERGY	COM	65339F101	6,915,108	-198,913	-2.80	555,145	3.37	0.0851
2025-11-13	2025-09-30	13F	NEXTERA ENERGY	COM	65339F101	7,114,021	152,780	2.19	537,037	11.13	0.0846
2025-08-13	2025-06-30	13F	NEXTERA ENERGY	COM	65339F101	6,961,241	-749,949	-9.73	483,249	-11.60	0.0822
2025-05-12	2025-03-31	13F	NEXTERA ENERGY	COM	65339F101	7,711,190	388,878	5.31	546,646	4.14	0.1035
2025-02-13	2024-12-31	13F	NEXTERA ENERGY	COM	65339F101	7,322,312	1,013,051	16.06	524,937	-1.57	0.0970
2024-11-12	2024-09-30	13F	NEXTERA ENERGY	COM	65339F101	6,309,261	280,307	4.65	533,322	24.93	0.1030
2024-08-13	2024-06-30	13F	NEXTERA ENERGY	COM	65339F101	6,028,954	-377,326	-5.89	426,910	4.27	0.0903
2024-05-14	2024-03-31	13F	NEXTERA ENERGY	COM	65339F101	6,406,280	604,050	10.41	409,425	16.17	0.0879
2024-02-13	2023-12-31	13F	NEXTERA ENERGY	COM	65339F101	5,802,230	592,425	11.37	352,427	18.08	0.0839
2023-11-13	2023-09-30	13F	NEXTERA ENERGY	COM	65339F101	5,209,805	199,162	3.97	298,470	-19.72	0.0804
2023-08-11	2023-06-30	13F	NEXTERA ENERGY	COM	65339F101	5,010,643	374,349	8.07	371,790	4.04	0.0975
2023-05-12	2023-03-31	13F	NEXTERA ENERGY	COM	65339F101	4,636,294	-57,380	-1.22	357,366	-8.93	0.0997
2023-02-13	2022-12-31	13F	NEXTERA ENERGY	COM	65339F101	4,693,674	-212,749	-4.34	392,391	2.00	0.1149
2022-11-14	2022-09-30	13F	NEXTERA ENERGY	COM	65339F101	4,906,423	223,130	4.76	384,713	6.05	0.1238
2022-08-15	2022-06-30	13F	NEXTERA ENERGY	COM	65339F101	4,683,293	-242,874	-4.93	362,767	-13.07	0.1099
2022-05-16	2022-03-31	13F	NEXTERA ENERGY	COM	65339F101	4,926,167	578,172	13.30	417,296	2.80	0.1064
2022-02-14	2021-12-31	13F	NEXTERA ENERGY	COM	65339F101	4,347,995	113,848	2.69	405,929	22.10	0.0979
2021-11-15	2021-09-30	13F	NEXTERA ENERGY	COM	65339F101	4,234,147	36,494	0.87	332,465	8.08	0.0843
2021-08-17	2021-06-30	13F	NEXTERA ENERGY	COM	65339F101	4,197,653	674,831	19.16	307,606	15.49	0.0757
2021-05-17	2021-03-31	13F	NEXTERA ENERGY	COM	65339F101	3,522,822	201,679	6.07	266,360	3.95	0.0711
2021-02-16	2020-12-31	13F	NEXTERA ENERGY	COM	65339F101	3,321,143	2,591,790	355.35	256,228	26.57	0.0746
2020-11-16	2020-09-30	13F	NEXTERA ENERGY	COM	65339F101	729,353	68,849	10.42	202,438	27.61	0.0684
2020-08-14	2020-06-30	13F	NEXTERA ENERGY	COM	65339F101	660,504	-713,154	-51.92	158,632	-52.01	0.0567
2020-05-15	2020-03-31	13F	NEXTERA ENERGY	COM	65339F101	1,373,658	-87,053	-5.96	330,529	-6.56	0.1391
2020-02-14	2019-12-31	13F	NEXTERA ENERGY	COM	65339F101	1,460,711	-90,663	-5.84	353,725	-2.14	0.1098
2019-11-14	2019-09-30	13F	NEXTERA ENERGY	COM	65339F101	1,551,374	1,331,024	604.05	361,455	2,426.42	0.0945
2019-08-14	2019-06-30	13F/A-1	NEXTERA ENERGY	UNIT 09/01/2019	65339F820	220,350	1,400	0.64	14,307	5.63	0.0037
2019-08-14	2019-06-30	13F/A-1	NEXTERA ENERGY	COM	65339F101	1,719,506	339,280		352,259		0.0907
2019-08-14	2019-06-30	13F	NEXTERA ENERGY	UNIT 09/01/2019	65339F820	220,350	1,400		14,307
2019-08-14	2019-06-30	13F	NEXTERA ENERGY	COM	65339F101	1,719,506	-1,293,152		352,259
2019-05-15	2019-03-31	13F	NEXTERA ENERGY	UNIT 09/01/2019	65339F820	218,950	-20,600	-8.60	13,544	-1.91	0.0046
2019-05-15	2019-03-31	13F	NEXTERA ENERGY	COM	65339F101	1,380,226	35,577		266,825		0.0900
2019-02-14	2018-12-31	13F	NEXTERA ENERGY	UNIT 09/01/2019	65339F820	239,550	-257,650	-51.82	13,808	-51.24	0.0053
2019-02-14	2018-12-31	13F	NEXTERA ENERGY	COM	65339F101	1,344,649	35,789		233,726		0.0895
2018-11-14	2018-09-30	13F	NEXTERA ENERGY	UNIT 09/01/2019	65339F820	497,200	-44,846	-8.27	28,316	-29.94	0.0089
2018-11-14	2018-09-30	13F	NEXTERA ENERGY	COM	65339F101	1,308,860	81,948		219,366		0.0690
2018-08-14	2018-06-30	13F	NEXTERA ENERGY	UNIT 08/31/2018	65339F846	542,046	-6,600	-1.20	40,415	1.00	0.0134
2018-08-14	2018-06-30	13F	NEXTERA ENERGY	UNIT 09/01/2019	65339F820	122,200	-419,846		6,978		0.0023
2018-08-14	2018-06-30	13F	NEXTERA ENERGY	COM	65339F101	1,226,912	226,087		204,931		0.0678
2018-05-15	2018-03-31	13F	NEXTERA ENERGY	UNIT 08/31/2018	65339F846	548,646	0	0.00	40,013	4.82	0.0150
2018-05-15	2018-03-31	13F	NEXTERA ENERGY	UNIT 09/01/2019	65339F820	109,000	-439,646		6,285		0.0023
2018-05-15	2018-03-31	13F	NEXTERA ENERGY	COM	65339F101	1,000,825	-17,930		163,464		0.0611
2018-02-14	2017-12-31	13F	NEXTERA ENERGY	UNIT 08/31/2018	65339F846	548,646	4,000	0.73	38,174	5.70	0.0138
2018-02-14	2017-12-31	13F	NEXTERA ENERGY	UNIT 09/01/2019	65339F820	279,000	-269,646		15,680		0.0057
2018-02-14	2017-12-31	13F	NEXTERA ENERGY	COM	65339F101	1,018,755	76,902		159,119		0.0574
2017-11-14	2017-09-30	13F	NEXTERA ENERGY	UNIT 08/31/2018	65339F846	544,646	-54	-0.01	36,115	3.37	0.0133
2017-11-14	2017-09-30	13F	NEXTERA ENERGY	UNIT 09/01/2019	65339F820	281,000	-263,646		15,534		0.0057
2017-11-14	2017-09-30	13F	NEXTERA ENERGY	COM	65339F101	941,853	-44,964		138,030		0.0510
2017-08-14	2017-06-30	13F	NEXTERA ENERGY	UNIT 08/31/2018	65339F846	544,700	-300	-0.06	34,937	6.17	0.0109
2017-08-14	2017-06-30	13F	NEXTERA ENERGY	UNIT 09/01/2019	65339F820	279,000	-265,700		15,069		0.0047
2017-08-14	2017-06-30	13F	NEXTERA ENERGY	COM	65339F101	986,817	-40,754		138,282		0.0430
2017-05-15	2017-03-31	13F	NEXTERA ENERGY	UNIT 08/31/2018	65339F846	545,000	200	0.04	32,907	5.51	0.0108
2017-05-15	2017-03-31	13F	NEXTERA ENERGY	UNIT 09/01/2019	65339F820	279,000	-266,000		14,229		0.0047
2017-05-15	2017-03-31	13F	NEXTERA ENERGY	COM	65339F101	1,027,571	-136,738		131,910		0.0433
2017-02-14	2016-12-31	13F	NEXTERA ENERGY	UNIT 08/31/2018	65339F846	544,800	64,800	13.50	31,189	10.06	0.0105
2017-02-14	2016-12-31	13F	NEXTERA ENERGY	UNIT 09/01/2019	65339F820	279,000	-265,800		13,665		0.0046
2017-02-14	2016-12-31	13F	NEXTERA ENERGY	COM	65339F101	1,164,309	-20,261		139,088		0.0467
2016-11-14	2016-09-30	13F	NEXTERA ENERGY	UNIT 08/31/2018	65339F846	480,000	-273,800	-36.32	28,339	-41.97	0.0097
2016-11-14	2016-09-30	13F	NEXTERA ENERGY	UNIT 09/01/2019	65339F820	259,000	-221,000		12,898		0.0044
2016-11-14	2016-09-30	13F	NEXTERA ENERGY	COM	65339F101	1,184,570	-111,846		144,896		0.0498
2016-08-15	2016-06-30	13F	NEXTERA ENERGY	UNIT 08/31/2018	65339F846	753,800	177,800	30.87	48,831	38.86	0.0179
2016-08-15	2016-06-30	13F	NEXTERA ENERGY	COM	65339F101	1,296,416	194,192		169,054		0.0621
2016-05-16	2016-03-31	13F	NEXTERA ENERGY	UNIT 08/31/2018	65339F846	576,000	476,000	476.00	35,165	543.58	0.0143
2016-05-16	2016-03-31	13F	NEXTERA ENERGY	COM	65339F101	1,102,224	65,367		130,438		0.0530
2016-02-16	2015-12-31	13F	NEXTERA ENERGY	UNIT 09/01/2016	65339F861	100,000	-230,100	-69.71	5,464	-68.89	0.0022
2016-02-16	2015-12-31	13F	NEXTERA ENERGY	UNIT 08/31/2018	65339F846	430,000	330,000		22,717		0.0091
2016-02-16	2015-12-31	13F	NEXTERA ENERGY	COM	65339F101	1,036,857	56,264		107,719		0.0430
2015-11-16	2015-09-30	13F	NEXTERA ENERGY	UNIT 09/01/2016	65339F861	330,100	265,100	407.85	17,565	336.18	0.0075
2015-11-16	2015-09-30	13F	NEXTERA ENERGY	UNIT 08/31/2018	65339F846	100,000	-230,100		5,145		0.0022
2015-11-16	2015-09-30	13F	NEXTERA ENERGY	COM	65339F101	980,593	408,123		95,656		0.0406
2015-08-14	2015-06-30	13F	NEXTERA ENERGY INC CVT PFD 5.8	CONVERT	65339F887	65,000	0	0.00	4,027	-5.54	0.0016
2015-08-14	2015-06-30	13F	NEXTERA ENERGY INC CVP 5.799 0	CONVERT	65339F861	330,100	265,100		18,096		0.0071
2015-08-14	2015-06-30	13F	NEXTERA ENERGY	COMMON	65339F101	572,470	-579,112		56,120		0.0220
2015-05-15	2015-03-31	13F	NEXTERA ENERGY INC CVT PFD 5.8	CONVERT	65339F887	65,000	-404,000	-86.14	4,263	-84.24	0.0016
2015-05-15	2015-03-31	13F	NEXTERA ENERGY INC CVP 5.799 0	CONVERT	65339F861	348,200	283,200		19,941		0.0077
2015-05-15	2015-03-31	13F	NEXTERA ENERGY	COMMON	65339F101	1,151,582	17,064		119,823		0.0464
2015-02-13	2014-12-31	13F	NEXTERA ENERGY INC CVP 5.799 0	CONVERT	65339F861	469,000	54,800	13.23	27,057	19.66	0.0105
2015-02-13	2014-12-31	13F	NEXTERA ENERGY	COMMON	65339F101	1,134,518	62,852		120,587		0.0466
2014-11-14	2014-09-30	13F	NEXTERA ENERGY INC CVP 5.799 0	CONVERT	65339F861	414,200	0	0.00	22,611	-4.34	0.0090
2014-11-14	2014-09-30	13F	NEXTERA ENERGY	COMMON	65339F101	1,071,666	66,065		100,610		0.0402
2014-08-14	2014-06-30	13F	NEXTERA ENERGY INC CVP 5.799 0	CONVERT	65339F861	414,200	57,000	15.96	23,638	7.90	0.0093
2014-08-14	2014-06-30	13F	NEXTERA ENERGY	COMMON	65339F101	1,005,601	-47,169		103,054		0.0405
2014-05-15	2014-03-31	13F	NEXTERA ENERGY INC CVT PFD 5.8	CONVERT	65339F887	357,200	45,100	14.45	21,907	23.95	0.0089
2014-05-15	2014-03-31	13F	NEXTERA ENERGY INC CVT PFD 5.5	CONVERT	65339F705	40,600	-316,600		2,558		0.0010
2014-05-15	2014-03-31	13F	NEXTERA ENERGY	COMMON	65339F101	1,052,770	-19,787		100,666		0.0408
2014-02-13	2013-12-31	13F	NEXTERA ENERGY INC CVT PFD 5.8	CONVERT	65339F887	312,100	87,100	38.71	17,674	43.76	0.0070
2014-02-13	2013-12-31	13F	NEXTERA ENERGY INC CVT PFD 5.5	CONVERT	65339F705	40,600	-271,500		2,335		0.0009
2014-02-13	2013-12-31	13F	NEXTERA ENERGY	COMMON	65339F101	1,072,557	-193,917		91,833		0.0365
2013-11-13	2013-09-30	13F	NEXTERA ENERGY INC CVT PFD 5.8	CONVERT	65339F887	225,000	-1,433,738		12,294	18.77	0.0053
2013-11-13	2013-09-30	13F	NEXTERA ENERGY INC CVT PFD 5.5	CONVERT	65339F705	40,600	-184,400		2,236		0.0010
2013-11-13	2013-09-30	13F	NEXTERA ENERGY	COMMON	65339F101	1,266,474	-392,264		101,521		0.0441
2013-08-14	2013-06-30	13F	NEXTERA ENERGY INC CVT PFD 5.8	CONVERT	65339F887				10,351		0.0048
2013-08-14	2013-06-30	13F	NEXTERA ENERGY INC CVT PFD 5.5	CONVERT	65339F705	40,600			2,290		0.0011
2013-08-14	2013-06-30	13F	NEXTERA ENERGY	COMMON	65339F101	1,658,738	1,618,138		135,152		0.0630

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.