NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionBailard, Inc.
Latest Disclosed Ownership68,143 shares
Latest Disclosed Value $ 6,329,153
Bailard, Inc. reports 1.07% increase in ownership of NEE / NextEra Energy, Inc.

On May 11, 2026 - Bailard, Inc. filed a 13F-HR form disclosing ownership of 68,143 shares of NextEra Energy, Inc. (MX:NEE) valued at $6,329,153 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 67,421 shares of NextEra Energy, Inc.. This represents a change in shares of 1.07% 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 COM 65339F101 68,143 722 1.07 6,329 16.94 0.1455
2026-02-04 2025-12-31 13F NEXTERA ENERGY COM 65339F101 67,421 -144 -0.21 5,413 6.12 0.1198
2025-10-30 2025-09-30 13F NEXTERA ENERGY COM 65339F101 67,565 -1,531 -2.22 5,100 6.34 0.1108
2025-08-08 2025-06-30 13F NEXTERA ENERGY COM 65339F101 69,096 -5 -0.01 4,797 -2.08 0.1118
2025-05-02 2025-03-31 13F NEXTERA ENERGY COM 65339F101 69,101 754 1.10 4,899 -0.02 0.1264
2025-02-05 2024-12-31 13F NEXTERA ENERGY COM 65339F101 68,347 -806 -1.17 4,900 -16.18 0.1252
2024-10-30 2024-09-30 13F NEXTERA ENERGY COM 65339F101 69,153 331 0.48 5,846 19.95 0.1522
2024-07-25 2024-06-30 13F NEXTERA ENERGY COM 65339F101 68,822 1,877 2.80 4,873 13.91 0.1343
2024-05-08 2024-03-31 13F NEXTERA ENERGY COM 65339F101 66,945 -922 -1.36 4,278 3.78 0.1181
2024-02-02 2023-12-31 13F NEXTERA ENERGY COM 65339F101 67,867 -15,323 -18.42 4,122 -13.49 0.1221
2023-10-24 2023-09-30 13F NEXTERA ENERGY COM 65339F101 83,190 -5,751 -6.47 4,766 -27.79 0.1579
2023-07-20 2023-06-30 13F NEXTERA ENERGY COM 65339F101 88,941 85,592 2,555.75 6,599 2,457.75 0.2308
2023-05-08 2023-03-31 13F NEXTERA ENERGY COM 65339F101 3,349 37 1.12 258 -6.52 0.0092
2023-02-02 2022-12-31 13F NEXTERA ENERGY COM 65339F101 3,312 -3,998 -54.69 277 -51.83 0.0105
2022-10-18 2022-09-30 13F NEXTERA ENERGY COM 65339F101 7,310 161 2.25 573 3.43 0.0237
2022-07-27 2022-06-30 13F NEXTERA ENERGY COM 65339F101 7,149 -19,005 -72.67 554 -75.00 0.0218
2022-04-25 2022-03-31 13F NEXTERA ENERGY COM 65339F101 26,154 2,337 9.81 2,216 -0.36 0.0745
2022-02-10 2021-12-31 13F NEXTERA ENERGY COM 65339F101 23,817 3,349 16.36 2,224 38.39 0.0709
2021-11-15 2021-09-30 13F NEXTERA ENERGY COM 65339F101 20,468 600 3.02 1,607 10.37 0.0549
2021-08-13 2021-06-30 13F NEXTERA ENERGY COM 65339F101 19,868 -231 -1.15 1,456 -4.21 0.0503
2021-05-13 2021-03-31 13F NEXTERA ENERGY COM 65339F101 20,099 4,947 32.65 1,520 30.03 0.0563
2021-02-03 2020-12-31 13F NEXTERA ENERGY COM 65339F101 15,152 11,614 328.26 1,169 19.04 0.0533
2020-11-10 2020-09-30 13F NEXTERA ENERGY COM 65339F101 3,538 3,538 982 0.0509
2018-01-29 2017-09-30 13F/A-1 NEXTERA ENERGY COM 65339F101 0 -2,414 -100.00 0 -100.00
2018-01-29 2017-06-30 13F/A-1 NEXTERA ENERGY COM 65339F101 2,414 0 0.00 338 9.03 0.0276
2017-08-11 2017-06-30 13F NEXTERA ENERGY COM 65339F101 2,414 0 338 0.0268
2018-01-29 2017-03-31 13F/A-1 NEXTERA ENERGY COM 65339F101 2,414 0 0.00 310 7.64 0.0257
2017-05-12 2017-03-31 13F NEXTERA ENERGY COM 65339F101 2,414 0 310 0.0259
2018-01-29 2016-12-31 13F/A-1 NEXTERA ENERGY COM 65339F101 2,414 -451 -15.74 288 -17.71 0.0267
2017-02-10 2016-12-31 13F NEXTERA ENERGY COM 65339F101 2,414 -451 288 0.0261
2018-01-29 2016-09-30 13F/A-1 NEXTERA ENERGY COM 65339F101 2,865 0 0.00 350 -6.42 0.0323
2016-11-08 2016-09-30 13F NEXTERA ENERGY COM 65339F101 2,865 0 350 0.0319
2018-01-29 2016-06-30 13F/A-1 NEXTERA ENERGY COM 65339F101 2,865 2,865 374 0.0446
2016-08-08 2016-06-30 13F NEXTERA ENERGY COM 65339F101 2,865 2,865 374 0.0452
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.