NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionAmeriprise Financial Inc
Latest Disclosed Ownership7,556,312 shares
Latest Disclosed Value $ 701,950,268
Ameriprise Financial Inc reports 2.22% increase in ownership of NEE / NextEra Energy, Inc.

On May 15, 2026 - Ameriprise Financial Inc filed a 13F-HR form disclosing ownership of 7,556,312 shares of NextEra Energy, Inc. (MX:NEE) valued at $701,950,268 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 7,391,989 shares of NextEra Energy, Inc.. This represents a change in shares of 2.22% during the quarter.

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)
2026-05-15 2026-03-31 13F NEXTERA ENERGY COM 65339F101 7,556,312 164,323 2.22 701,950 18.29 0.0301
2026-02-17 2025-12-31 13F NEXTERA ENERGY COM 65339F101 7,391,989 262,475 3.68 593,437 10.27 0.1341
2025-11-14 2025-09-30 13F NEXTERA ENERGY COM 65339F101 7,129,514 -982,442 -12.11 538,183 -4.44 0.1236
2025-08-14 2025-06-30 13F NEXTERA ENERGY COM 65339F101 8,111,956 -1,926,769 -19.19 563,209 -21.54 0.1388
2025-05-14 2025-03-31 13F NEXTERA ENERGY COM 65339F101 10,038,725 -204,647 -2.00 717,814 -2.20 0.1938
2025-02-14 2024-12-31 13F NEXTERA ENERGY COM 65339F101 10,243,372 -521,866 -4.85 733,937 -19.44 0.1883
2024-11-14 2024-09-30 13F NEXTERA ENERGY COM 65339F101 10,765,238 -31,859 -0.30 910,995 19.05 0.2336
2024-08-14 2024-06-30 13F NEXTERA ENERGY COM 65339F101 10,797,097 182,130 1.72 765,212 12.82 0.2071
2024-05-15 2024-03-31 13F NEXTERA ENERGY COM 65339F101 10,614,967 251,319 2.43 678,252 7.76 0.1867
2024-02-14 2023-12-31 13F NEXTERA ENERGY COM 65339F101 10,363,648 572,294 5.84 629,434 12.50 0.1884
2023-11-14 2023-09-30 13F NEXTERA ENERGY COM 65339F101 9,791,354 -1,496,564 -13.26 559,506 -33.11 0.1837
2023-08-14 2023-06-30 13F NEXTERA ENERGY COM 65339F101 11,287,918 151,945 1.36 836,412 -2.48 0.2622
2023-05-22 2023-03-31 13F/A-1 NEXTERA ENERGY COM 65339F101 11,135,973 837,281 8.13 857,696 -0.38 0.2813
2023-05-15 2023-03-31 13F NEXSTAR MEDIA GROUP COM 65339F101 11,135,973 837,281 857,696 0.0519
2023-02-14 2022-12-31 13F NEXTERA ENERGY COM 65339F101 10,298,692 66,237 0.65 860,970 7.07 0.2951
2022-11-14 2022-09-30 13F NEXTERA ENERGY COM 65339F101 10,232,455 -328,721 -3.11 804,150 -1.61 0.2974
2022-08-15 2022-06-30 13F NEXTERA ENERGY COM 65339F101 10,561,176 588,777 5.90 817,336 -2.61 0.2851
2022-05-16 2022-03-31 13F NEXTERA ENERGY COM 65339F101 9,972,399 -1,476,997 -12.90 839,213 -21.04 0.2476
2022-02-14 2021-12-31 13F NEXTERA ENERGY COM 65339F101 11,449,396 439,057 3.99 1,062,828 22.96 0.2939
2021-11-15 2021-09-30 13F NEXTERA ENERGY COM 65339F101 11,010,339 -1,600,082 -12.69 864,352 -6.34 0.2761
2021-08-16 2021-06-30 13F NEXTERA ENERGY COM 65339F101 12,610,421 -169,408 -1.33 922,887 -4.38 0.2854
2021-05-17 2021-03-31 13F NEXTERA ENERGY COM 65339F101 12,779,829 1,493,439 13.23 965,179 10.88 0.3208
2021-02-12 2020-12-31 13F NEXTERA ENERGY COM 65339F101 11,286,390 8,480,233 302.20 870,472 11.75 0.3087
2020-11-16 2020-09-30 13F NEXTERA ENERGY COM 65339F101 2,806,157 -107,132 -3.68 778,980 11.40 0.3169
2020-08-14 2020-06-30 13F NEXTERA ENERGY COM 65339F101 2,913,289 249,638 9.37 699,263 8.51 0.2995
2020-05-15 2020-03-31 13F NEXTERA ENERGY COM 65339F101 2,663,651 14,979 0.57 644,396 0.46 0.3383
2020-02-14 2019-12-31 13F NEXTERA ENERGY COM 65339F101 2,648,672 -109,222 -3.96 641,477 -0.40 0.2667
2019-11-14 2019-09-30 13F NEXTERA ENERGY COM 65339F101 2,757,894 2,439,527 766.26 644,064 2,994.23 0.2886
2019-08-14 2019-06-30 13F NEE 6.123 09 CONV PRF 65339F820 318,367 0 0.00 20,815 5.29 0.0093
2019-08-14 2019-06-30 13F NEXTERA ENERGY COM 65339F101 2,482,767 173,582 509,300 0.2281
2019-05-15 2019-03-31 13F NEE 6.123 09 CONV PRF 65339F820 318,367 -595,550 -65.16 19,770 -62.28 0.0091
2019-05-15 2019-03-31 13F NEXTERA ENERGY COM 65339F101 2,309,185 299,109 447,023 0.2056
2019-02-14 2018-12-31 13F NEE 6.123 09 CONV PRF 65339F820 913,917 -55,352 -5.71 52,414 -5.05 0.0262
2019-02-14 2018-12-31 13F NEXTERA ENERGY COM 65339F101 2,010,076 29,044 349,151 0.1746
2018-11-14 2018-09-30 13F NEXTERA ENERGY CONV PRF 65339F820 969,269 -588,934 -37.80 55,200 -37.96 0.0193
2018-11-14 2018-09-30 13F NEXTERA ENERGY COM 65339F101 1,981,032 -3,601 332,011 0.1161
2018-08-14 2018-06-30 13F NEE 6.123 09 CONV PRF 65339F820 1,558,203 1,554,628 43,486.10 88,973 34,120.38 0.0394
2018-08-14 2018-06-30 13F NEXTERA ENERGY COM 65339F101 1,984,633 -532,867 331,487 0.1467
2018-05-14 2018-03-31 13F NEE 6.371 09 CONV PRF 65339F846 3,575 0 0.00 260 4.42 0.0001
2018-05-14 2018-03-31 13F NEE 6.123 09 CONV PRF 65339F820 1,442,593 1,439,018 83,181 0.0376
2018-05-14 2018-03-31 13F NEXTERA ENERGY COM 65339F101 2,517,500 -39,983 411,126 0.1860
2018-02-12 2017-12-31 13F NEE 6.371 09 CONV PRF 65339F846 3,575 -3,250 -47.62 249 -45.03 0.0001
2018-02-12 2017-12-31 13F NEE 6.123 09 CONV PRF 65339F820 1,106,306 1,102,731 62,175 0.0284
2018-02-12 2017-12-31 13F NEXTERA ENERGY COM 65339F101 2,557,483 -392,608 399,589 0.1822
2017-11-07 2017-09-30 13F NEE 6.371 09 CONV PRF 65339F846 6,825 -143,175 -95.45 453 -95.29 0.0002
2017-11-07 2017-09-30 13F NEE 6.123 09 CONV PRF 65339F820 557,000 550,175 30,791 0.0147
2017-11-07 2017-09-30 13F NEXTERA ENERGY COM 65339F101 2,950,091 11,826 432,302 0.2058
2017-08-10 2017-06-30 13F NEE 6.371 09 CONV PRF 65339F846 150,000 0 0.00 9,621 6.23 0.0048
2017-08-10 2017-06-30 13F NEE 6.123 09 CONV PRF 65339F820 363,600 213,600 19,639 0.0098
2017-08-10 2017-06-30 13F NEXTERA ENERGY COM 65339F101 2,938,265 98,056 411,733 0.2061
2017-05-05 2017-03-31 13F NEE 6.371 09 CONV PRF 65339F846 150,000 139,727 1,360.14 9,057 3,907.52 0.0047
2017-05-05 2017-03-31 13F NEE 6.123 09 CONV PRF 65339F820 341,000 191,000 17,391 0.0090
2017-05-05 2017-03-31 13F NEXTERA ENERGY COM 65339F101 2,840,209 -20,823 364,612 0.1887
2017-02-03 2016-12-31 13F NEE 5 1 PRF 65339K803 10,273 -63,727 -86.12 226 -94.83 0.0001
2017-02-03 2016-12-31 13F NEE 6.371 09 CONV PRF 65339F846 150,000 139,727 8,588 0.0047
2017-02-03 2016-12-31 13F NEE 6.123 09 CONV PRF 65339F820 319,600 169,600 15,654 0.0085
2017-02-03 2016-12-31 13F NEXTERA ENERGY COM 65339F101 2,861,032 -300,432 341,772 0.1866
2016-11-08 2016-09-30 13F NEE 6.371 09 CONV PRF 65339F846 74,000 -120,700 -61.99 4,369 -65.36 0.0024
2016-11-08 2016-09-30 13F NEE 6.123 09 CONV PRF 65339F820 100,000 26,000 4,980 0.0028
2016-11-08 2016-09-30 13F NEXTERA ENERGY COM 65339F101 3,161,464 -1,805 386,726 0.2166
2016-08-08 2016-06-30 13F NEE 6.371 09 CONV PRF 65339F846 194,700 -70,000 -26.45 12,613 -21.95 0.0074
2016-08-08 2016-06-30 13F NEXTERA ENERGY COM 65339F101 3,163,269 52,960 414,233 0.2428
2016-05-12 2016-03-31 13F NEE 6.371 09 CONV PRF 65339F846 264,700 -61,800 -18.93 16,160 -6.31 0.0096
2016-05-12 2016-03-31 13F NEXTERA ENERGY COM 65339F101 3,110,309 -67,091 368,079 0.2196
2016-02-11 2015-12-31 13F NEE 6.371 09 CONV PRF 65339F846 326,500 138,200 73.39 17,249 79.51 0.0101
2016-02-11 2015-12-31 13F NEXTERA ENERGY COM 65339F101 3,177,400 1,663,412 330,104 0.1938
2015-11-12 2015-09-30 13F NEXTERA ENERGY CONV PRF 65339F846 188,300 175,560 1,378.02 9,609 3,224.91 0.0060
2015-11-12 2015-09-30 13F NEXTERA ENERGY COM 65339F101 1,513,988 9,769 147,695 0.0915
2015-08-13 2015-06-30 13F NEE 5 01 PRF 65339K886 12,740 -564,644 -97.79 289 -99.10 0.0002
2015-08-13 2015-06-30 13F NEE 5 1 PRF 65339K803 30,480 17,740 688 0.0004
2015-08-13 2015-06-30 13F NEE 5 5 PRF 65339K704 14,123 -16,357 339 0.0002
2015-08-13 2015-06-30 13F NEE 5.7 03 PRF 65339K605 15,177 1,054 366 0.0002
2015-08-13 2015-06-30 13F NEXTERA ENERGY CONV PRF 65339F861 254,584 239,407 13,620 0.0078
2015-08-13 2015-06-30 13F NEXTERA ENERGY COM 65339F101 1,504,219 153,139 147,414 0.0839
2015-05-14 2015-03-31 13F NEXTERA ENERGY CONV PRF 65339F861 577,384 527,384 1,054.77 32,190 1,016.16 0.0185
2015-05-14 2015-03-31 13F NEXTERA ENERGY COM 65339F101 1,351,080 28,224 140,578 0.0807
2015-02-13 2014-12-31 13F NEXTERA ENERGY CONV PRF 65339F861 50,000 49,974 192,207.69 2,884 288,300.00 0.0017
2015-02-13 2014-12-31 13F NEE 5.599 06 CONV PRF 65339F705 383,800 333,800 26,984 0.0157
2015-02-13 2014-12-31 13F NEXTERA ENERGY COM 65339F101 1,322,856 -12,974 140,607 0.0819
2014-11-14 2014-09-30 13F NEE 5 01 PRF 65339K886 26 13 100.00 1 0.0000
2014-11-14 2014-09-30 13F NEE 5 1 PRF 65339K803 1,314 1,288 29 0.0000
2014-11-14 2014-09-30 13F NEE 5 5 PRF 65339K704 66 -1,248 2 0.0000
2014-11-14 2014-09-30 13F NEE 5.7 03 PRF 65339K605 1,338 1,272 32 0.0000
2014-11-14 2014-09-30 13F NEE 5.599 06 CONV PRF 65339F705 398,800 397,462 24,985 0.0150
2014-11-14 2014-09-30 13F NEXTERA ENERGY COM 65339F101 1,335,830 20,657 125,409 0.0754
2014-08-13 2014-06-30 13F NEE 5 01 PRF 65339K886 13 12 1,200.00 0 -100.00
2014-08-13 2014-06-30 13F NEE 5 1 PRF 65339K803 32 19 1 0.0000
2014-08-13 2014-06-30 13F NEE 5 5 PRF 65339K704 14 -18 0
2014-08-13 2014-06-30 13F NEE 5.7 03 PRF 65339K605 14 0 0 0.0000
2014-08-13 2014-06-30 13F NEXTERA ENERGY INC 5.599 CONV PRF 65339F705 372,460 372,446 24,776 0.0146
2014-08-13 2014-06-30 13F NEXTERA ENERGY COM 65339F101 1,315,173 -38,298 134,776 0.0795
2014-05-14 2014-03-31 13F NEE 5.889 09 CONV PRF 65339F887 1 -309,529 -100.00 1 -99.99 0.0000
2014-05-14 2014-03-31 13F NEE 5.599 06 CONV PRF 65339F705 336,960 336,959 21,127 0.0127
2014-05-14 2014-03-31 13F NEXTERA ENERGY COM 65339F101 1,353,471 -14,573 129,418 0.0777
2014-02-14 2013-12-31 13F NEXTERA ENERGY CONV PRF 65339F705 309,530 37,890 13.95 17,798 18.38 0.0108
2014-02-14 2013-12-31 13F NEXTERA ENERGY COM 65339F101 1,368,044 105,808 117,138 0.0710
2013-11-14 2013-09-30 13F NEXTERA ENERGY CONV PRF 65339F705 271,640 1,490 0.55 15,035 -1.44 0.0099
2013-11-14 2013-09-30 13F NEXTERA ENERGY COM 65339F101 1,262,236 -23,173 101,180 0.0664
2013-08-14 2013-06-30 13F NEXTERA ENERGY CONV PRF 65339F705 270,150 270,150 15,254 0.0106
2013-08-14 2013-06-30 13F NEXTERA ENERGY COM 65339F101 1,285,409 1,015,259 104,733 0.0725
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.