NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionBaird Financial Group, Inc.
Latest Disclosed Ownership862,126 shares
Latest Disclosed Value $ 80,074,263
Baird Financial Group, Inc. reports 0.24% increase in ownership of NEE / NextEra Energy, Inc.

On May 14, 2026 - Baird Financial Group, Inc. filed a 13F-HR form disclosing ownership of 862,126 shares of NextEra Energy, Inc. (MX:NEE) valued at $80,074,263 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 860,087 shares of NextEra Energy, Inc.. This represents a change in shares of 0.24% 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)
2026-05-14 2026-03-31 13F NEXTERA ENERGY COM 65339F101 862,126 2,039 0.24 80,074 15.97 0.1251
2026-02-13 2025-12-31 13F NEXTERA ENERGY INC COM COMMON 65339F101 860,087 50,369 6.22 69,048 12.96 0.1076
2025-11-13 2025-09-30 13F NEXTERA ENERGY COMMON 65339F101 809,718 19,372 2.45 61,126 11.41 0.0983
2025-08-13 2025-06-30 13F NEXTERA ENERGY INC COM COMMON 65339F101 790,346 96,366 13.89 54,866 11.52 0.0962
2025-05-15 2025-03-31 13F NEXTERA ENERGY INC COM COMMON 65339F101 693,980 -96,501 -12.21 49,196 -13.19 0.0947
2025-02-14 2024-12-31 13F NEXTERA ENERGY COMMON 65339F101 790,481 -5,120 -0.64 56,670 -15.74 0.1084
2024-11-14 2024-09-30 13F NEXTERA ENERGY COMMON 65339F101 795,601 -54,864 -6.45 67,252 11.68 0.1306
2024-08-14 2024-06-30 13F NEXTERA ENERGY COMMON 65339F101 850,465 -6,866 -0.80 60,221 9.91 0.1249
2024-05-14 2024-03-31 13F NEXTERA ENERGY COMMON 65339F101 857,331 -467,731 -35.30 54,792 -31.92 0.1149
2024-02-14 2023-12-31 13F NEXTERA ENERGY COMMON 65339F101 1,325,062 427,808 47.68 80,484 56.57 0.1834
2023-11-13 2023-09-30 13F NEXTERA ENERGY COMMON 65339F101 897,254 -6,735 -0.75 51,404 -23.36 0.1402
2023-08-11 2023-06-30 13F NEXTERA ENERGY COMMON 65339F101 903,989 -426,113 -32.04 67,076 -34.58 0.1770
2023-05-15 2023-03-31 13F NEXTERA ENERGY COMMON 65339F101 1,330,102 -43,623 -3.18 102,524 89,833.33 0.2529
2023-02-13 2022-12-31 13F NEXTERA ENERGY COMMON 65339F101 1,373,725 -277,867 -16.82 115 -99.91 0.3024
2022-11-15 2022-09-30 13F NEXTERA ENERGY COMMON 65339F101 1,651,592 75,777 4.81 129,501 6.09 0.3816
2022-08-08 2022-06-30 13F NEXTERA ENERGY COMMON 65339F101 1,575,815 1,394 0.09 122,062 -8.48 0.3388
2022-05-13 2022-03-31 13F NEXTERA ENERGY COMMON 65339F101 1,574,421 57,118 3.76 133,369 -5.85 0.3296
2022-02-09 2021-12-31 13F NEXTERA ENERGY INC COM COMMON 65339F101 1,517,303 8,227 0.55 141,656 19.55 0.3312
2021-11-12 2021-09-30 13F NEXTERA ENERGY INC COM COMMON 65339F101 1,509,076 45,288 3.09 118,493 10.47 0.3031
2021-08-11 2021-06-30 13F NEXTERA ENERGY INC COM COMMON 65339F101 1,463,788 265,583 22.17 107,267 18.40 0.2788
2021-05-13 2021-03-31 13F NEXTERA ENERGY INC COM COMMON 65339F101 1,198,205 49,041 4.27 90,596 2.19 0.2541
2021-02-11 2020-12-31 13F NEXTERA ENERGY INC COM COMMON 65339F101 1,149,164 873,317 316.59 88,658 15.80 0.2650
2020-11-12 2020-09-30 13F NEXTERA ENERGY INC COM COMMON 65339F101 275,847 1,229 0.45 76,564 16.09 0.2623
2020-10-22 2020-06-30 13F/A-1 NEXTERA ENERGY INC COM COMMON 65339F101 274,618 30,423 12.46 65,955 12.25 0.2485
2020-08-14 2020-06-30 13F NEXTERA ENERGY INC COM COMMON 65339F101 255,557 11,362 61,855 122,582.5567
2020-05-14 2020-03-31 13F NEXTERA ENERGY INC COM COMMON 65339F101 244,195 -32,713 -11.81 58,758 -12.37 0.2683
2020-02-14 2019-12-31 13F NEXTERA ENERGY INC COM COMMON 65339F101 276,908 15,092 5.76 67,056 9.93 0.2407
2019-11-14 2019-09-30 13F NEXTERA ENERGY Common 65339F101 261,816 5,919 2.31 61,001 16.36 0.2403
2019-08-14 2019-06-30 13F NEXTERA ENERGY COMMON 65339F101 255,897 88,298 52.68 52,423 61.80 0.2038
2019-05-14 2019-03-31 13F NEXTERA ENERGY COMMON 65339F101 167,599 2,077 1.25 32,400 12.61 0.1895
2019-02-14 2018-12-31 13F NEXTERA ENERGY COMMON 65339F101 165,522 61,941 59.80 28,771 66.34 0.1953
2018-11-13 2018-09-30 13F NextEra Energy COMMON 65339F101 103,581 8,848 9.34 17,297 9.32 0.1084
2018-08-13 2018-06-30 13F NEXTERA ENERGY COMMON 65339F101 94,733 23,416 32.83 15,823 35.83 0.1074
2018-05-14 2018-03-31 13F NextEra Energy COMMON 65339F101 71,317 -3,624 -4.84 11,649 -0.48 0.0820
2018-02-09 2017-12-31 13F NEXTERA ENERGY COMMON 65339F101 74,941 544 0.73 11,705 7.36 0.0829
2017-11-14 2017-09-30 13F NEXTERA ENERGY COMMON 65339F101 74,397 687 0.93 10,903 5.56 0.0822
2017-08-14 2017-06-30 13F NEXTERA ENERGY COMMON 65339F101 73,710 -853 -1.14 10,329 7.91 0.0809
2017-06-19 2017-03-31 13F/A-1 NEXTERA ENERGY COMMON 65339F101 74,563 9,918 15.34 9,572 23.94 0.0774
2017-05-09 2017-03-31 13F NEXTERA ENERGY COMMON 65339F101 74,563 9,572
2017-02-10 2016-12-31 13F NEXTERA ENERGY COMMON 65339F101 64,645 -34,979 -35.11 7,723 -36.62 0.0671
2016-11-10 2016-09-30 13F NEXTERA ENERGY COMMON 65339F101 99,624 34,136 52.13 12,186 42.99 0.1092
2016-08-11 2016-06-30 13F NEXTERA ENERGY COMMON 65339F101 65,488 -2,382 -3.51 8,522 6.10 0.0782
2016-05-12 2016-03-31 13F NEXTERA ENERGY COMMON 65339F101 67,870 15,820 30.39 8,032 48.52 0.0768
2016-02-11 2015-12-31 13F NEXTERA ENERGY COMMON 65339F101 52,050 7,906 17.91 5,408 25.59 0.0541
2015-11-12 2015-09-30 13F NEXTERA ENERGY COMMON 65339F101 44,144 3,891 9.67 4,306 9.12 0.0458
2015-08-14 2015-06-30 13F NEXTERA ENERGY COMMON 65339F101 40,253 40,253 3,946 0.0388
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.