NextEra Energy, Inc.
AT ˙ WBAG ˙ US65339F1012
€ 73,67 ↓ -1,87 (-2,48%)
2026-06-03
AKTIENPREIS
SecurityAT:NEE / NextEra Energy, Inc.
InstitutionRiverview Trust Co
Latest Disclosed Ownership1,554 shares
Latest Disclosed Value $ 144,336
Riverview Trust Co reports 4.07% decrease in ownership of NEE / NextEra Energy, Inc.

On May 1, 2026 - Riverview Trust Co filed a 13F-HR form disclosing ownership of 1,554 shares of NextEra Energy, Inc. (AT:NEE) valued at $123,465 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 1,620 shares of NextEra Energy, Inc.. This represents a change in shares of -4.07% during the quarter. The current value of the position is $114,483 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 1,554 -66 -4.07 144 10.77 0.1252
2026-01-26 2025-12-31 13F NextEra Energy Com 65339F101 1,620 66 4.25 130 11.11 0.1566
2025-10-22 2025-09-30 13F NextEra Energy Com 65339F101 1,554 0 0.00 117 9.35 0.1417
2025-07-21 2025-06-30 13F NextEra Energy Com 65339F101 1,554 -1,041 -40.12 108 -41.53 0.1343
2025-04-11 2025-03-31 13F NextEra Energy Com 65339F101 2,595 -15 -0.57 184 -2.14 0.1816
2025-02-06 2024-12-31 13F NextEra Energy Com 65339F101 2,610 -18 -0.68 187 -15.77 0.1701
2024-10-18 2024-09-30 13F NextEra Energy Com 65339F101 2,628 33 1.27 222 21.31 0.1948
2024-07-16 2024-06-30 13F NextEra Energy Com 65339F101 2,595 747 40.42 184 55.08 0.1742
2024-04-12 2024-03-31 13F NextEra Energy Com 65339F101 1,848 1,848 118 0.0910
2024-01-24 2023-12-31 13F NextEra Energy Com 65339F101 0 -2,704 -100.00 0 -100.00
2023-10-17 2023-09-30 13F NextEra Energy Com 65339F101 2,704 -82 -2.94 155 -25.24 0.1373
2023-07-18 2023-06-30 13F NextEra Energy Com 65339F101 2,786 -4,065 -59.33 207 -60.98 0.1874
2023-04-20 2023-03-31 13F NextEra Energy Com 65339F101 6,851 -2,529 -26.96 528 0.4854
2023-01-26 2022-12-31 13F NextEra Energy Com 65339F101 9,380 1,207 14.77 1 -100.00 0.7418
2022-10-27 2022-09-30 13F NextEra Energy Com 65339F101 8,173 0 0.00 641 1.26 0.6204
2022-07-27 2022-06-30 13F NextEra Energy Com 65339F101 8,173 3,605 78.92 633 63.57 0.5517
2022-04-21 2022-03-31 13F NextEra Energy Com 65339F101 4,568 1,348 41.86 387 28.57 0.2870
2022-01-19 2021-12-31 13F NextEra Energy Com 65339F101 3,220 0 0.00 301 18.97 0.1766
2021-10-14 2021-09-30 13F NextEra Energy Com 65339F101 3,220 0 0.00 253 7.20 0.2677
2021-07-16 2021-06-30 13F NextEra Energy Com 65339F101 3,220 0 0.00 236 -2.88 0.2495
2021-04-19 2021-03-31 13F NextEra Energy Com 65339F101 3,220 0 0.00 243 -2.02 0.2711
2021-01-22 2020-12-31 13F NextEra Energy Com 65339F101 3,220 2,415 300.00 248 11.21 0.2742
2020-10-15 2020-09-30 13F NextEra Energy Com 65339F101 805 -626 -43.75 223 -35.17 0.2563
2020-07-08 2020-06-30 13F NextEra Energy Com 65339F101 1,431 0 0.00 344 0.00 0.3337
2020-04-15 2020-03-31 13F/A-1 NextEra Energy Com 65339F101 1,431 -436 -23.35 344 -23.89 0.3304
2020-04-15 2020-03-31 13F NextEra Energy Com 65339F101 1,867 0 452 241,148.9789
2020-01-10 2019-12-31 13F NextEra Energy Com 65339F101 1,867 0 0.00 452 3.91 0.3041
2019-10-16 2019-09-30 13F NextEra Energy Com 65339F101 1,867 0 0.00 435 13.87 0.3029
2019-07-12 2019-06-30 13F NextEra Energy Com 65339F101 1,867 0 0.00 382 5.82 0.2684
2019-04-10 2019-03-31 13F NextEra Energy Com 65339F101 1,867 0 0.00 361 11.08 0.2729
2019-02-11 2018-12-31 13F NextEra Energy COM 65339F101 1,867 1,867 325 0.2542
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.