NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionArrow Financial Corp
Latest Disclosed Ownership6,839 shares
Latest Disclosed Value $ 635,207
Arrow Financial Corp reports 1.72% decrease in ownership of NEE / NextEra Energy, Inc.

On May 11, 2026 - Arrow Financial Corp filed a 13F-HR form disclosing ownership of 6,839 shares of NextEra Energy, Inc. (MX:NEE) valued at $635,207 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 6,959 shares of NextEra Energy, Inc.. This represents a change in shares of -1.72% 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)
2026-05-11 2026-03-31 13F NEXTERA ENERGY Equities 65339F101 6,839 -120 -1.72 635 13.80 0.0639
2026-02-05 2025-12-31 13F NEXTERA ENERGY Equities 65339F101 6,959 -1,365 -16.40 559 -11.15 0.0557
2025-10-21 2025-09-30 13F NEXTERA ENERGY Equities 65339F101 8,324 -600 -6.72 628 1.45 0.0643
2025-08-11 2025-06-30 13F NEXTERA ENERGY Equities 65339F101 8,924 0 0.00 620 -2.06 0.0652
2025-05-05 2025-03-31 13F NEXTERA ENERGY Equities 65339F101 8,924 -5,703 -38.99 633 -39.69 0.0707
2025-02-14 2024-12-31 13F NEXTERA ENERGY Equities 65339F101 14,627 50 0.34 1,049 -14.94 0.0995
2024-11-04 2024-09-30 13F NEXTERA ENERGY COMMON STOCK 65339F101 14,577 -246 -1.66 1,232 17.45 0.1139
2024-07-30 2024-06-30 13F NEXTERA ENERGY COMMON STOCK 65339F101 14,823 -130 -0.87 1,050 9.84 0.1024
2024-05-21 2024-03-31 13F NEXTERA ENERGY COMMON STOCK 65339F101 14,953 -153 -1.01 956 4.14 0.0949
2024-02-12 2023-12-31 13F NEXTERA ENERGY COMMON STOCK 65339F101 15,106 -434 -2.79 918 3.03 0.0952
2023-11-13 2023-09-30 13F NEXTERA ENERGY COMMON STOCK 65339F101 15,540 -406 -2.55 890 -24.77 0.1044
2023-08-09 2023-06-30 13F NEXTERA ENERGY COMMON STOCK 65339F101 15,946 -103 -0.64 1,183 -4.37 0.1427
2023-05-03 2023-03-31 13F NEXTERA ENERGY COMMON STOCK 65339F101 16,049 -354 -2.16 1,237 123,600.00 0.1612
2023-02-02 2022-12-31 13F NEXTERA ENERGY COMMON STOCK 65339F101 16,403 -179 -1.08 1 -99.92 0.1860
2022-11-07 2022-09-30 13F NEXTERA ENERGY COMMON STOCK 65339F101 16,582 -20 -0.12 1,300 1.09 0.1896
2022-07-25 2022-06-30 13F NEXTERA ENERGY COMMON STOCK 65339F101 16,602 -1,255 -7.03 1,286 -14.95 0.1754
2022-04-26 2022-03-31 13F NEXTERA ENERGY COMMON STOCK 65339F101 17,857 0 0.00 1,512 -9.30 0.1809
2022-01-28 2021-12-31 13F NEXTERA ENERGY COMMON STOCK 65339F101 17,857 -6,176 -25.70 1,667 -11.66 0.1973
2021-10-21 2021-09-30 13F NEXTERA ENERGY COMMON STOCK 65339F101 24,033 -5,443 -18.47 1,887 -12.64 0.2435
2021-07-21 2021-06-30 13F NEXTERA ENERGY COMMON STOCK 65339F101 29,476 -1,176 -3.84 2,160 -6.82 0.2740
2021-04-30 2021-03-31 13F NEXTERA ENERGY COMMON STOCK 65339F101 30,652 -289 -0.93 2,318 -2.85 0.3075
2021-02-08 2020-12-31 13F NEXTERA ENERGY COMMON STOCK 65339F101 30,941 23,039 291.56 2,386 8.75 0.4639
2020-11-06 2020-09-30 13F NEXTERA ENERGY COMMON STOCK 65339F101 7,902 -592 -6.97 2,194 7.50 0.4639
2020-07-27 2020-06-30 13F NEXTERA ENERGY COMMON STOCK 65339F101 8,494 420 5.20 2,041 4.99 0.4450
2020-04-21 2020-03-31 13F NEXTERA ENERGY COMMON STOCK 65339F101 8,074 832 11.49 1,944 10.83 0.4607
2020-02-10 2019-12-31 13F NEXTERA ENERGY COMMON STOCK 65339F101 7,242 -1,194 -14.15 1,754 -10.78 0.3418
2019-10-28 2019-09-30 13F NEXTERA ENERGY COMMON STOCK 65339F101 8,436 -650 -7.15 1,966 5.59 0.4081
2019-07-26 2019-06-30 13F NEXTERA ENERGY COMMON STOCK 65339F101 9,086 160 1.79 1,862 7.94 0.4002
2019-04-26 2019-03-31 13F NEXTERA ENERGY COMMON STOCK 65339F101 8,926 1,366 18.07 1,725 31.28 0.3998
2019-02-04 2018-12-31 13F NEXTERA ENERGY COMMON STOCK 65339F101 7,560 195 2.65 1,314 6.48 0.3361
2018-10-10 2018-09-30 13F NEXTERA ENERGY COMMON STOCK 65339F101 7,365 -398 -5.13 1,234 -4.86 0.2591
2018-07-30 2018-06-30 13F NEXTERA ENERGY COMMON STOCK 65339F101 7,763 -366 -4.50 1,297 -2.33 0.2913
2018-04-25 2018-03-31 13F NEXTERA ENERGY COMMON STOCK 65339F101 8,129 -6,248 -43.46 1,328 -40.85 0.3078
2018-02-02 2017-12-31 13F NEXTERA ENERGY COMMON STOCK 65339F101 14,377 -217 -1.49 2,245 4.96 0.5191
2017-10-18 2017-09-30 13F NEXTERA ENERGY COMMON STOCK 65339F101 14,594 -646 -4.24 2,139 0.14 0.5076
2017-08-01 2017-06-30 13F NEXTERA ENERGY COMMON STOCK 65339F101 15,240 51 0.34 2,136 9.48 0.5114
2017-04-28 2017-03-31 13F NEXTERA ENERGY COMMON STOCK 65339F101 15,189 -644 -4.07 1,951 3.17 0.4757
2017-02-14 2016-12-31 13F NEXTERA ENERGY COMMON STOCK 65339F101 15,833 -2,465 -13.47 1,891 -15.54 0.4689
2016-10-28 2016-09-30 13F NEXTERA ENERGY COMMON STOCK 65339F101 18,298 -5,505 -23.13 2,239 -27.87 0.5693
2016-08-01 2016-06-30 13F NEXTERA ENERGY COMMON STOCK 65339F101 23,803 -32 -0.13 3,104 10.03 0.8095
2016-05-04 2016-03-31 13F NEXTERA ENERGY COMMON STOCK 65339F101 23,835 5,527 30.19 2,821 48.24 0.7485
2016-02-09 2015-12-31 13F NEXTERA ENERGY COMMON STOCK 65339F101 18,308 -1,950 -9.63 1,903 -3.65 0.5082
2015-11-06 2015-09-30 13F NEXTERA ENERGY COMMON STOCK 65339F101 20,258 268 1.34 1,975 0.77 0.5612
2015-07-28 2015-06-30 13F NEXTERA ENERGY COMMON STOCK 65339F101 19,990 533 2.74 1,960 -3.21 0.5308
2015-04-30 2015-03-31 13F NEXTERA ENERGY COMMON STOCK 65339F101 19,457 784 4.20 2,025 2.07 0.5448
2015-01-22 2014-12-31 13F NEXTERA ENERGY COMMON STOCK 65339F101 18,673 -28 -0.15 1,984 13.05 0.5410
2014-10-31 2014-09-30 13F NEXTERA ENERGY COMMON STOCK 65339F101 18,701 1,055 5.98 1,755 -2.99 0.4869
2014-07-30 2014-06-30 13F NEXTERA ENERGY COMMON STOCK 65339F101 17,646 165 0.94 1,809 8.26 0.4890
2014-04-30 2014-03-31 13F NEXTERA ENERGY COMMON STOCK 65339F101 17,481 -6,694 -27.69 1,671 -19.28 0.4744
2014-01-31 2013-12-31 13F NEXTERA ENERGY COMMON STOCK 65339F101 24,175 -300 -1.23 2,070 5.50 0.5938
2013-10-29 2013-09-30 13F NEXTERA ENERGY COMMON STOCK 65339F101 24,475 3,425 16.27 1,962 14.40 0.6022
2013-08-08 2013-06-30 13F NEXTERA ENERGY COMMON STOCK 65339F101 21,050 21,050 1,715 0.5494
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.