NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionBokf, Na
Latest Disclosed Ownership103,021 shares
Latest Disclosed Value $ 9,568,590
Bokf, Na reports 3.74% increase in ownership of NEE / NextEra Energy, Inc.

On May 8, 2026 - Bokf, Na filed a 13F-HR form disclosing ownership of 103,021 shares of NextEra Energy, Inc. (MX:NEE) valued at $9,568,590 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 99,309 shares of NextEra Energy, Inc.. This represents a change in shares of 3.74% 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)
2026-05-08 2026-03-31 13F NEXTERA ENERGY common 65339F101 103,021 3,712 3.74 9,569 20.02 0.1127
2026-02-03 2025-12-31 13F NEXTERA ENERGY common 65339F101 99,309 -4,296 -4.15 7,973 1.93 0.1220
2025-11-13 2025-09-30 13F NEXTERA ENERGY common 65339F101 103,605 -4,211 -3.91 7,821 4.50 0.1177
2025-08-12 2025-06-30 13F NEXTERA ENERGY common 65339F101 107,816 -1,950 -1.78 7,485 -3.82 0.1212
2025-05-13 2025-03-31 13F NEXTERA ENERGY common 65339F101 109,766 1,490 1.38 7,781 6.66 0.1376
2025-02-14 2024-12-31 13F NEXTERA ENERGY common 65339F101 108,276 7,501 7.44 7,296 -14.88 0.1232
2024-11-14 2024-09-30 13F NEXTERA ENERGY common 65339F101 100,775 -2,526 -2.45 8,571 17.17 0.1521
2024-08-08 2024-06-30 13F NEXTERA ENERGY COM 65339F101 103,301 -6,747 -6.13 7,315 4.88 0.1313
2024-05-15 2024-03-31 13F NEXTERA ENERGY COM 65339F101 110,048 -34,735 -23.99 6,975 -20.70 0.1270
2024-02-14 2023-12-31 13F NEXTERA ENERGY COM 65339F101 144,783 -48,570 -25.12 8,794 -21.98 0.1722
2023-11-14 2023-09-30 13F NEXTERA ENERGY COM 65339F101 193,353 -9,922 -4.88 11,272 -25.27 0.2484
2023-08-21 2023-06-30 13F NEXTERA ENERGY COM 65339F101 203,275 -7,715 -3.66 15,083 -7.26 0.3072
2023-05-11 2023-03-31 13F NEXTERA ENERGY COM 65339F101 210,990 -28,832 -12.02 16,263 -18.88 0.3403
2023-02-13 2022-12-31 13F NEXTERA ENERGY COM 65339F101 239,822 11,888 5.22 20,049 12.18 0.3700
2022-11-14 2022-09-30 13F NEXTERA ENERGY COM 65339F101 227,934 26,685 13.26 17,872 14.64 0.3616
2022-08-11 2022-06-30 13F NEXTERA ENERGY COM 65339F101 201,249 1,069 0.53 15,589 -8.07 0.2988
2022-05-13 2022-03-31 13F NEXTERA ENERGY COM 65339F101 200,180 -5,836 -2.83 16,957 -11.84 0.2794
2022-03-11 2021-12-31 13F NEXTERA ENERGY COM 65339F101 206,016 7,606 3.83 19,234 23.45 0.2976
2021-11-10 2021-09-30 13F NEXTERA ENERGY COM 65339F101 198,410 -38,600 -16.29 15,580 -13.06 0.2679
2021-04-21 2021-03-31 13F NEXTERA ENERGY COM 65339F101 237,010 -10,837 -4.37 17,920 -6.28 0.3259
2021-02-12 2020-12-31 13F NEXTERA ENERGY COM 65339F101 247,847 186,021 300.88 19,121 11.42 0.3648
2020-10-30 2020-09-30 13F NEXTERA ENERGY COM 65339F101 61,826 3,902 6.74 17,161 23.35 0.3770
2020-08-12 2020-06-30 13F NEXTERA ENERGY COM 65339F101 57,924 4,329 8.08 13,912 7.88 0.3272
2020-05-13 2020-03-31 13F NEXTERA ENERGY COM 65339F101 53,595 -8,368 -13.50 12,896 -14.06 0.3716
2020-02-12 2019-12-31 13F NEXTERA ENERGY COM 65339F101 61,963 2,393 4.02 15,005 8.11 0.3391
2019-11-13 2019-09-30 13F NEXTERA ENERGY COM 65339F101 59,570 -4,725 -7.35 13,880 5.38 0.3343
2019-08-14 2019-06-30 13F NEXTERA ENERGY COM 65339F101 64,295 -1,129 -1.73 13,172 4.14 0.3164
2019-05-15 2019-03-31 13F NEXTERA ENERGY COM 65339F101 65,424 874 1.35 12,648 12.74 0.3028
2019-02-13 2018-12-31 13F NEXTERA ENERGY COM 65339F101 64,550 -2,231 -3.34 11,219 0.24 0.3210
2018-11-13 2018-09-30 13F NEXTERA ENERGY COM 65339F101 66,781 12,287 22.55 11,192 22.96 0.2809
2018-08-13 2018-06-30 13F NEXTERA ENERGY COM 65339F101 54,494 11,333 26.26 9,102 29.12 0.2450
2018-05-14 2018-03-31 13F NEXTERA ENERGY COM 65339F101 43,161 1,866 4.52 7,049 9.29 0.2002
2018-02-14 2017-12-31 13F NEXTERA ENERGY COM 65339F101 41,295 2,365 6.08 6,450 13.06 0.1777
2017-11-14 2017-09-30 13F NEXTERA ENERGY COM 65339F101 38,930 4,316 12.47 5,705 17.60 0.1656
2017-08-14 2017-06-30 13F NEXTERA ENERGY COM 65339F101 34,614 -531 -1.51 4,851 7.51 0.1526
2017-05-15 2017-03-31 13F NEXTERA ENERGY COM 65339F101 35,145 977 2.86 4,512 10.53 0.1408
2017-02-14 2016-12-31 13F NEXTERA ENERGY COM 65339F101 34,168 -2,866 -7.74 4,082 -9.89 0.1343
2016-11-10 2016-09-30 13F NEXTERA ENERGY COM 65339F101 37,034 -1,784 -4.60 4,530 -10.51 0.1500
2016-08-12 2016-06-30 13F NEXTERA ENERGY COM 65339F101 38,818 952 2.51 5,062 12.94 0.1784
2016-05-13 2016-03-31 13F NEXTERA ENERGY COM 65339F101 37,866 -4,912 -11.48 4,482 0.86 0.1620
2016-02-09 2015-12-31 13F NEXTERA ENERGY COM 65339F101 42,778 -192 -0.45 4,444 6.01 0.1607
2015-11-13 2015-09-30 13F NEXTERA ENERGY COM 65339F101 42,970 857 2.04 4,192 1.55 0.1578
2015-08-13 2015-06-30 13F NEXTERA ENERGY COM 65339F101 42,113 5,116 13.83 4,128 7.25 0.1401
2015-05-14 2015-03-31 13F NEXTERA ENERGY COM 65339F101 36,997 6,149 19.93 3,849 17.45 0.1296
2015-02-12 2014-12-31 13F NEXTERA ENERGY COM 65339F101 30,848 -6,630 -17.69 3,277 -6.88 0.1131
2014-11-13 2014-09-30 13F NEXTERA ENERGY COM 65339F101 37,478 8,065 27.42 3,519 16.76 0.1176
2014-08-14 2014-06-30 13F NEXTERA ENERGY COM 65339F101 29,413 1,362 4.86 3,014 12.38 0.0967
2014-05-14 2014-03-31 13F NEXTERA ENERGY COM 65339F101 28,051 -1,167 -3.99 2,682 7.19 0.0889
2014-02-14 2013-12-31 13F NEXTERA ENERGY COM 65339F101 29,218 1,525 5.51 2,502 12.70 0.0838
2013-11-12 2013-09-30 13F NEXTERA ENERGY COM 65339F101 27,693 -1,638 -5.58 2,220 -7.11 0.0806
2013-08-14 2013-06-30 13F NEXTERA ENERGY COM 65339F101 29,331 29,331 2,390 0.0903
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.