NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionEquitable Holdings, Inc.
Latest Disclosed Ownership162,553 shares
Latest Disclosed Value $ 14,217,909
Equitable Holdings, Inc. reports 139.26% increase in ownership of NEE / NextEra Energy, Inc.

On May 15, 2026 - Equitable Holdings, Inc. filed a 13F-HR form disclosing ownership of 162,553 shares of NextEra Energy, Inc. (MX:NEE) valued at $14,217,909 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 67,940 shares of NextEra Energy, Inc.. This represents a change in shares of 139.26% 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 162,553 94,613 139.26 14,218 160.67 0.0798
2026-02-17 2025-12-31 13F NEXTERA ENERGY COM 65339F101 67,940 5,445 8.71 5,454 15.62 0.0373
2025-11-14 2025-09-30 13F NEXTERA ENERGY COM 65339F101 62,495 916 1.49 4,718 10.36 0.0347
2025-08-15 2025-06-30 13F NEXTERA ENERGY COM 65339F101 61,579 8,218 15.40 4,275 13.01 0.0352
2025-05-13 2025-03-31 13F NEXTERA ENERGY COM 65339F101 53,361 3,421 6.85 3,783 5.64 0.0359
2025-02-12 2024-12-31 13F NEXTERA ENERGY COM 65339F101 49,940 1,072 2.19 3,580 -13.32 0.0341
2024-11-14 2024-09-30 13F NEXTERA ENERGY COM 65339F101 48,868 732 1.52 4,131 21.19 0.0400
2024-08-14 2024-06-30 13F NEXTERA ENERGY COM 65339F101 48,136 7,968 19.84 3,409 32.76 0.0359
2024-05-14 2024-03-31 13F NEXTERA ENERGY COM 65339F101 40,168 192 0.48 2,567 5.72 0.0289
2024-02-13 2023-12-31 13F NEXTERA ENERGY COM 65339F101 39,976 410 1.04 2,428 7.15 0.0300
2023-11-14 2023-09-30 13F NEXTERA ENERGY COM 65339F101 39,566 1,683 4.44 2,267 -19.36 0.0325
2023-08-15 2023-06-30 13F NEXTERA ENERGY COM 65339F101 37,883 6,860 22.11 2,811 17.52 0.0404
2023-05-15 2023-03-31 13F NEXTERA ENERGY COM 65339F101 31,023 3,282 11.83 2,391 3.10 0.0382
2023-02-14 2022-12-31 13F NEXTERA ENERGY COM 65339F101 27,741 196 0.71 2,319 7.36 0.0404
2022-11-14 2022-09-30 13F NEXTERA ENERGY COM 65339F101 27,545 769 2.87 2,160 4.15 0.0422
2022-08-15 2022-06-30 13F NEXTERA ENERGY COM 65339F101 26,776 656 2.51 2,074 -6.28 0.0396
2022-05-13 2022-03-31 13F NEXTERA ENERGY COM 65339F101 26,120 1,839 7.57 2,213 -2.38 0.0362
2022-02-11 2021-12-31 13F NEXTERA ENERGY COM 65339F101 24,281 1,404 6.14 2,267 26.22 0.0357
2021-11-12 2021-09-30 13F NEXTERA ENERGY COM 65339F101 22,877 -174 -0.75 1,796 6.34 0.0306
2021-08-11 2021-06-30 13F NEXTERA ENERGY COM 65339F101 23,051 1,880 8.88 1,689 5.50 0.0291
2021-05-14 2021-03-31 13F NEXTERA ENERGY COM 65339F101 21,171 6,891 48.26 1,601 45.28 0.0338
2021-02-09 2020-12-31 13F NEXTERA ENERGY COM 65339F101 14,280 10,797 309.99 1,102 13.96 0.0251
2020-11-13 2020-09-30 13F NEXTERA ENERGY COM 65339F101 3,483 28 0.81 967 16.51 0.0249
2020-08-13 2020-06-30 13F NEXTERA ENERGY COM 65339F101 3,455 696 25.23 830 25.00 0.0239
2020-05-15 2020-03-31 13F NEXTERA ENERGY COM 65339F101 2,759 490 21.60 664 20.95 0.0238
2020-05-28 2019-12-31 13F/A-1 NEXTERA ENERGY COM 65339F101 2,269 2,269 549 0.0160
2020-02-18 2019-12-31 13F NEXTERA ENERGY COM 65339F101 2,269 549 0.0029
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.