NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionAristotle Atlantic Partners, Llc
Latest Disclosed Ownership148,219 shares
Latest Disclosed Value $ 13,766,573
Aristotle Atlantic Partners, Llc reports 48.70% decrease in ownership of NEE / NextEra Energy, Inc.

On May 15, 2026 - Aristotle Atlantic Partners, Llc filed a 13F-HR form disclosing ownership of 148,219 shares of NextEra Energy, Inc. (MX:NEE) valued at $13,766,573 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 288,920 shares of NextEra Energy, Inc.. This represents a change in shares of -48.70% 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 148,219 -140,701 -48.70 13,767 -40.65 0.3642
2026-02-17 2025-12-31 13F NEXTERA ENERGY COM 65339F101 288,920 -8,544 -2.87 23,194 3.29 1.0611
2025-11-14 2025-09-30 13F NEXTERA ENERGY COM 65339F101 297,464 -48,868 -14.11 22,456 -6.60 0.6514
2025-08-14 2025-06-30 13F NEXTERA ENERGY COM 65339F101 346,332 79,693 29.89 24,042 27.19 0.7312
2025-05-15 2025-03-31 13F NEXTERA ENERGY COM 65339F101 266,639 9,137 3.55 18,902 2.39 0.6379
2025-02-14 2024-12-31 13F NEXTERA ENERGY COM 65339F101 257,502 -113,339 -30.56 18,460 -41.11 0.5804
2024-11-14 2024-09-30 13F NEXTERA ENERGY COM 65339F101 370,841 68,999 22.86 31,347 46.67 0.9746
2024-08-14 2024-06-30 13F NEXTERA ENERGY COM 65339F101 301,842 -44,406 -12.82 21,373 -3.41 0.6925
2024-05-15 2024-03-31 13F NEXTERA ENERGY COM 65339F101 346,248 28,147 8.85 22,129 14.53 0.7223
2024-02-14 2023-12-31 13F NEXTERA ENERGY COM 65339F101 318,101 780 0.25 19,321 6.28 0.6800
2023-11-14 2023-09-30 13F NEXTERA ENERGY COM 65339F101 317,321 -6,679 -2.06 18,179 -24.38 0.7279
2023-08-14 2023-06-30 13F NEXTERA ENERGY COM 65339F101 324,000 56,863 21.29 24,041 16.76 0.9054
2023-05-15 2023-03-31 13F NEXTERA ENERGY COM 65339F101 267,137 -2,473 -0.92 20,591 -8.65 1.0589
2023-02-14 2022-12-31 13F NEXTERA ENERGY COM 65339F101 269,610 10,420 4.02 22,539 10.90 1.2625
2022-11-14 2022-09-30 13F NEXTERA ENERGY COM 65339F101 259,190 166,438 179.44 20,323 182.85 1.2363
2022-08-15 2022-06-30 13F NEXTERA ENERGY COM 65339F101 92,752 5,334 6.10 7,185 -2.97 0.5526
2022-05-16 2022-03-31 13F NEXTERA ENERGY COM 65339F101 87,418 30,072 52.44 7,405 38.31 0.4583
2022-02-14 2021-12-31 13F NEXTERA ENERGY COM 65339F101 57,346 11,444 24.93 5,354 48.56 0.3108
2021-11-15 2021-09-30 13F NEXTERA ENERGY COM 65339F101 45,902 1,998 4.55 3,604 12.03 0.2385
2021-08-16 2021-06-30 13F NEXTERA ENERGY COM 65339F101 43,904 2,788 6.78 3,217 3.47 0.2122
2021-05-17 2021-03-31 13F NEXTERA ENERGY COM 65339F101 41,116 -2,507 -5.75 3,109 -7.64 0.2274
2021-02-16 2020-12-31 13F NEXTERA ENERGY COM 65339F101 43,623 33,709 340.01 3,366 22.31 0.2598
2020-11-16 2020-09-30 13F NEXTERA ENERGY COM 65339F101 9,914 714 7.76 2,752 24.52 0.2424
2020-08-14 2020-06-30 13F NEXTERA ENERGY COM 65339F101 9,200 2,479 36.88 2,210 36.67 0.2123
2020-05-14 2020-03-31 13F NEXTERA ENERGY COM 65339F101 6,721 561 9.11 1,617 8.38 0.2470
2020-02-13 2019-12-31 13F NEXTERA ENERGY COM 65339F101 6,160 -694 -10.13 1,492 -6.57 0.1905
2019-11-14 2019-09-30 13F NEXTERA ENERGY COM 65339F101 6,854 747 12.23 1,597 27.66 0.4599
2019-08-13 2019-06-30 13F NEXTERA ENERGY COM 65339F101 6,107 809 15.27 1,251 22.17 0.3637
2019-05-15 2019-03-31 13F NEXTERA ENERGY COM 65339F101 5,298 1,408 36.20 1,024 51.48 0.3112
2019-02-13 2018-12-31 13F NEXTERA ENERGY COM 65339F101 3,890 3,890 676 0.2382
2018-11-14 2018-09-30 13F NEXTERA ENERGY COM 65339F101 0 -2,637 -100.00 0 -100.00
2018-08-14 2018-06-30 13F NEXTERA ENERGY COM 65339F101 2,637 586 28.57 440 31.34 0.1526
2018-09-07 2018-03-31 13F/A-1 NEXTERA ENERGY COM 65339F101 2,051 559 37.47 335 43.78 0.1209
2018-05-14 2018-03-31 13F NEXTERA ENERGY COM 65339F101 2,019 527 330
2018-09-07 2017-12-31 13F/A-1 NEXTERA ENERGY COM 65339F101 1,492 1,492 233 0.0836
2018-02-14 2017-12-31 13F NEXTERA ENERGY COM 65339F101 1,492 233 0.0835
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.