NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionBbr Partners, Llc
Latest Disclosed Ownership10,952 shares
Latest Disclosed Value $ 1,017,222
Bbr Partners, Llc reports 3.57% decrease in ownership of NEE / NextEra Energy, Inc.

On May 12, 2026 - Bbr Partners, Llc filed a 13F-HR form disclosing ownership of 10,952 shares of NextEra Energy, Inc. (MX:NEE) valued at $1,017,222 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 11,358 shares of NextEra Energy, Inc.. This represents a change in shares of -3.57% 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)
2026-05-12 2026-03-31 13F NEXTERA ENERGY COM 65339F101 10,952 -406 -3.57 1,017 11.64 0.0568
2026-02-10 2025-12-31 13F NEXTERA ENERGY COM 65339F101 11,358 -84 -0.73 912 5.56 0.0489
2025-11-07 2025-09-30 13F NEXTERA ENERGY COM 65339F101 11,442 84 0.74 864 9.52 0.0498
2025-08-14 2025-06-30 13F NEXTERA ENERGY COM 65339F101 11,358 -33 -0.29 788 -2.35 0.0491
2025-05-14 2025-03-31 13F NEXTERA ENERGY COM 65339F101 11,391 46 0.41 808 -0.74 0.0570
2025-02-07 2024-12-31 13F NEXTERA ENERGY COM 65339F101 11,345 -557 -4.68 813 -19.18 0.0568
2024-11-13 2024-09-30 13F NEXTERA ENERGY COM 65339F101 11,902 -418 -3.39 1,006 15.37 0.0767
2024-08-05 2024-06-30 13F NextEra Energy COM 65339F101 12,320 461 3.89 872 15.19 0.0715
2024-05-14 2024-03-31 13F NEXTERA ENERGY COM 65339F101 11,859 2,641 28.65 758 35.42 0.0607
2024-02-13 2023-12-31 13F NEXTERA ENERGY COM 65339F101 9,218 -1,829 -16.56 560 -11.55 0.0572
2023-11-14 2023-09-30 13F NEXTERA ENERGY COM 65339F101 11,047 -6,326 -36.41 633 -50.97 0.0712
2023-08-08 2023-06-30 13F NEXTERA ENERGY COM 65339F101 17,373 23 0.13 1,289 -3.59 0.1426
2023-05-11 2023-03-31 13F NEXTERA ENERGY COM 65339F101 17,350 -793 -4.37 1,337 -11.81 0.1541
2023-02-13 2022-12-31 13F NEXTERA ENERGY COM 65339F101 18,143 711 4.08 1,517 10.90 0.1706
2022-11-10 2022-09-30 13F NEXTERA ENERGY COM 65339F101 17,432 -4,002 -18.67 1,367 -17.65 0.1751
2022-08-12 2022-06-30 13F NEXTERA ENERGY COM 65339F101 21,434 580 2.78 1,660 -6.06 0.1940
2022-05-16 2022-03-31 13F NEXTERA ENERGY COM 65339F101 20,854 -1,907 -8.38 1,767 -16.85 0.1666
2022-02-08 2021-12-31 13F NEXTERA ENERGY COM 65339F101 22,761 -112 -0.49 2,125 18.32 0.2497
2021-11-12 2021-09-30 13F NEXTERA ENERGY COM 65339F101 22,873 85 0.37 1,796 7.54 0.1486
2021-08-13 2021-06-30 13F NEXTERA ENERGY COM 65339F101 22,788 -766 -3.25 1,670 -6.23 0.1320
2021-05-17 2021-03-31 13F NEXTERA ENERGY COM 65339F101 23,554 -124 -0.52 1,781 -2.52 0.1463
2021-02-16 2020-12-31 13F NEXTERA ENERGY COM 65339F101 23,678 17,620 290.86 1,827 8.62 0.1514
2020-11-12 2020-09-30 13F NEXTERA ENERGY COM 65339F101 6,058 913 17.75 1,682 36.08 0.1441
2020-08-11 2020-06-30 13F NEXTERA ENERGY COM 65339F101 5,145 -6,336 -55.19 1,236 -55.27 0.1560
2020-05-14 2020-03-31 13F NEXTERA ENERGY COM 65339F101 11,481 -556 -4.62 2,763 -5.21 0.4112
2020-02-14 2019-12-31 13F NEXTERA ENERGY COM 65339F101 12,037 5,871 95.22 2,915 102.85 0.3192
2019-11-12 2019-09-30 13F NEXTERA ENERGY COM 65339F101 6,166 28 0.46 1,437 14.32 0.2190
2019-08-14 2019-06-30 13F NEXTERA ENERGY COM 65339F101 6,138 -350 -5.39 1,257 0.24 0.2010
2019-05-10 2019-03-31 13F NEXTERA ENERGY COM 65339F101 6,488 66 1.03 1,254 12.37 0.1629
2019-02-08 2018-12-31 13F NEXTERA ENERGY COM 65339F101 6,422 262 4.25 1,116 8.14 0.1469
2018-11-13 2018-09-30 13F NEXTERA ENERGY COM 65339F101 6,160 0 0.00 1,032 0.29 0.1492
2018-08-14 2018-06-30 13F NEXTERA ENERGY COM 65339F101 6,160 -376 -5.75 1,029 -3.65 0.1731
2018-05-09 2018-03-31 13F NEXTERA ENERGY COM 65339F101 6,536 6,536 1,068 0.1910
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.