NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionBalentine LLC
Latest Disclosed Ownership2,687 shares
Latest Disclosed Value $ 249,569
Balentine LLC reports 4.07% decrease in ownership of NEE / NextEra Energy, Inc.

On April 24, 2026 - Balentine LLC filed a 13F-HR form disclosing ownership of 2,687 shares of NextEra Energy, Inc. (MX:NEE) valued at $249,569 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 2,801 shares of NextEra Energy, Inc.. This represents a change in shares of -4.07% 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)
2026-04-24 2026-03-31 13F NEXTERA ENERGY COM 65339F101 2,687 -114 -4.07 250 11.16 0.0101
2026-02-02 2025-12-31 13F NEXTERA ENERGY COM 65339F101 2,801 -183 -6.13 225 -0.44 0.0085
2025-11-07 2025-09-30 13F NEXTERA ENERGY COM 65339F101 2,984 2,984 225 0.0083
2024-08-07 2024-06-30 13F NEXTERA ENERGY COM 65339F101 0 -18,233 -100.00 0 -100.00
2024-05-15 2024-03-31 13F NEXTERA ENERGY COM 65339F101 18,233 6,373 53.74 1,165 61.81 0.0348
2024-02-09 2023-12-31 13F NEXTERA ENERGY COM 65339F101 11,860 5,237 79.07 720 89.97 0.0230
2023-11-13 2023-09-30 13F NEXTERA ENERGY COM 65339F101 6,623 -903 -12.00 379 -32.08 0.0127
2023-08-14 2023-06-30 13F NEXTERA ENERGY COM 65339F101 7,526 -2,538 -25.22 558 -28.00 0.0185
2023-05-11 2023-03-31 13F NEXTERA ENERGY COM 65339F101 10,064 -12,400 -55.20 776 -58.71 0.0261
2023-01-31 2022-12-31 13F NEXTERA ENERGY COM 65339F101 22,464 2,627 13.24 1,878 20.71 0.0656
2022-10-26 2022-09-30 13F NEXTERA ENERGY COM 65339F101 19,837 -9,702 -32.84 1,555 -32.04 0.0590
2022-10-26 2022-06-30 13F/A-1 NEXTERA ENERGY COM 65339F101 29,539 -1,619 -5.20 2,288 -13.30 0.0839
2022-08-15 2022-06-30 13F NEXTERA ENERGY COM 65339F101 29,539 -1,619 2,288 0.0836
2022-10-26 2022-03-31 13F/A-1 NEXTERA ENERGY COM 65339F101 31,158 12,729 69.07 2,639 53.34 0.0896
2022-05-06 2022-03-31 13F NEXTERA ENERGY COM 65339F101 31,158 12,729 2,639 0.1281
2022-10-26 2021-12-31 13F/A-1 NEXTERA ENERGY COM 65339F101 18,429 8,897 93.34 1,721 130.08 0.0606
2022-02-02 2021-12-31 13F NEXTERA ENERGY COM 65339F101 18,429 8,897 1,721 0.0870
2021-11-15 2021-09-30 13F NEXTERA ENERGY COM 65339F101 9,532 9,532 748 0.0293
2020-11-02 2020-09-30 13F NEXTERA ENERGY INC COM Stock 65339F101 0 -321 -100.00 0 -100.00
2020-08-14 2020-06-30 13F NEXTERA ENERGY INC COM Stock 65339F101 321 -108 -25.17 77 -25.24 0.0043
2020-05-18 2020-03-31 13F NEXTERA ENERGY INC COM COM 65339F101 429 301 235.16 103 232.26 0.0069
2020-09-02 2019-12-31 13F NEXTERA ENERGY INC COM COM 65339F101 128 17 15.32 31 19.23 0.0017
2019-11-15 2019-09-30 13F NEXTERA ENERGY INC COM Stock 65339F101 111 34 44.16 26 62.50 0.0016
2019-08-14 2019-06-30 13F NEXTERA ENERGY INC COM Stock 65339F101 77 44 133.33 16 166.67 0.0010
2019-05-16 2019-03-31 13F NEXTERA ENERGY INC COM Stock 65339F101 33 0 0.00 6 0.00 0.0004
2019-02-12 2018-12-31 13F NEXTERA ENERGY INC COM Stock 65339F101 33 33 6 0.0005
2018-05-15 2018-03-31 13F NEXTERA ENERGY INC COM Stock 65339F101 0 -263 -100.00 0 -100.00
2018-02-15 2017-12-31 13F/A-1 NEXTERA ENERGY INC COM Stock 65339F101 263 0 0.00 41 5.13 0.0032
2018-02-14 2017-12-31 13F NEXTERA ENERGY INC COM Stock 65339F101 263 0 41 0.0029
2017-11-15 2017-09-30 13F NEXTERA ENERGY INC COM COM 65339F101 263 0 0.00 39 5.41 0.0033
2017-08-14 2017-06-30 13F NEXTERA ENERGY INC COM Stock 65339F101 263 -62 -19.08 37 -11.90 0.0034
2017-05-12 2017-03-31 13F NEXTERA ENERGY INC COM Stock 65339F101 325 35 12.07 42 20.00 0.0041
2017-02-14 2016-12-31 13F NEXTERA ENERGY INC COM Stock 65339F101 290 6 2.11 35 0.00 0.0037
2016-11-15 2016-09-30 13F NEXTERA ENERGY INC COM COM 65339F101 284 0 0.00 35 -5.41 0.0048
2016-08-16 2016-06-30 13F NEXTERA ENERGY INC COM Stock 65339F101 284 284 37 0.0073
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.