NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionCaptrust Financial Advisors
Latest Disclosed Ownership1,344,582 shares
Latest Disclosed Value $ 124,881,299
Captrust Financial Advisors reports 210.87% increase in ownership of NEE / NextEra Energy, Inc.

On May 14, 2026 - Captrust Financial Advisors filed a 13F-HR form disclosing ownership of 1,344,582 shares of NextEra Energy, Inc. (MX:NEE) valued at $124,881,299 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 432,528 shares of NextEra Energy, Inc.. This represents a change in shares of 210.87% 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 INC COM Stock 65339F101 1,344,582 912,054 210.87 124,881 259.65 0.2179
2026-02-17 2025-12-31 13F NEXTERA ENERGY INC COM Stock 65339F101 432,528 27,325 6.74 34,723 13.52 0.0660
2025-11-19 2025-09-30 13F NEXTERA ENERGY INC COM Stock 65339F101 405,203 549 0.14 30,589 8.89 0.0624
2025-08-15 2025-06-30 13F NEXTERA ENERGY INC COM Stock 65339F101 404,654 -9,943 -2.40 28,091 -4.42 0.0627
2025-05-15 2025-03-31 13F NEXTERA ENERGY INC COM Stock 65339F101 414,597 117,917 39.75 29,391 38.19 0.0737
2025-02-14 2024-12-31 13F NEXTERA ENERGY INC COM Stock 65339F101 296,680 -468 -0.16 21,269 -15.32 0.0608
2024-11-14 2024-09-30 13F NEXTERA ENERGY INC COM Stock 65339F101 297,148 268 0.09 25,118 19.48 0.0745
2024-08-15 2024-06-30 13F NEXTERA ENERGY INC COM Stock 65339F101 296,880 12,372 4.35 21,022 15.62 0.0677
2024-05-15 2024-03-31 13F NEXTERA ENERGY INC COM Stock 65339F101 284,508 -89,136 -23.86 18,183 -19.89 0.0668
2024-02-14 2023-12-31 13F NEXTERA ENERGY INC COM Stock 65339F101 373,644 1,907 0.51 22,695 6.57 0.0781
2023-11-15 2023-09-30 13F NEXTERA ENERGY INC COM Stock 65339F101 371,737 11,226 3.11 21,297 -20.39 0.0814
2023-08-15 2023-06-30 13F NEXTERA ENERGY INC COM Stock 65339F101 360,511 7,743 2.19 26,750 -1.63 0.1054
2023-05-15 2023-03-31 13F NEXTERA ENERGY INC COM Stock 65339F101 352,768 1,830 0.52 27,191 -7.32 0.1195
2023-02-15 2022-12-31 13F NEXTERA ENERGY INC COM Stock 65339F101 350,938 9,039 2.64 29,338 9.44 0.1476
2022-11-16 2022-09-30 13F NEXTERA ENERGY INC COM Stock 65339F101 341,899 40,372 13.39 26,808 14.78 0.1561
2022-08-23 2022-06-30 13F/A-1 NEXTERA ENERGY INC COM Common Stock 65339F101 301,527 6,395 2.17 23,356 -6.58 0.1506
2022-08-16 2022-06-30 13F NEXTERA ENERGY INC COM COM 65339F101 2,200 -292,932 170 0.0012
2022-05-16 2022-03-31 13F NEXTERA ENERGY COM 65339F101 295,132 54,652 22.73 25,001 11.36 0.1618
2022-02-14 2021-12-31 13F NEXTERA ENERGY INC COM Common Stock 65339F101 240,480 -2,714 -1.12 22,451 17.57 0.1540
2021-11-16 2021-09-30 13F NEXTERA ENERGY INC COM Common Stock 65339F101 243,194 90,124 58.88 19,096 70.24 0.1587
2021-08-16 2021-06-30 13F NEXTERA ENERGY INC COM Common Stock 65339F101 153,070 2,731 1.82 11,217 -1.32 0.1045
2021-05-17 2021-03-31 13F NEXTERA ENERGY INC COM Common Stock 65339F101 150,339 17,247 12.96 11,367 10.70 0.1230
2021-02-16 2020-12-31 13F NEXTERA ENERGY INC COM Common Stock 65339F101 133,092 102,470 334.63 10,268 18.58 0.1360
2020-11-17 2020-09-30 13F NEXTERA ENERGY INC COM Common Stock 65339F101 30,622 -1,293 -4.05 8,659 10.18 0.1436
2020-08-14 2020-06-30 13F NEXTERA ENERGY INC COM Common Stock 65339F101 31,915 3,372 11.81 7,859 26.17 0.1294
2020-05-15 2020-03-31 13F NEXTERA ENERGY INC COM Common Stock 65339F101 28,543 184 0.65 6,229 -7.95 0.1373
2020-02-14 2019-12-31 13F NEXTERA ENERGY COM 65339F101 28,359 19,906 235.49 6,767 243.68 0.1068
2019-11-14 2019-09-30 13F NEXTERA ENERGY INC COM Common Stock 65339F101 8,453 -333 -3.79 1,969 9.39 0.0691
2019-08-13 2019-06-30 13F NEXTERA ENERGY INC COM Common Stock 65339F101 8,786 2,647 43.12 1,800 51.64 0.0666
2019-05-15 2019-03-31 13F NEXTERA ENERGY INC COM Common Stock 65339F101 6,139 -618 -9.15 1,187 1.02 0.0482
2019-02-13 2018-12-31 13F NEXTERA ENERGY INC COM Common Stock 65339F101 6,757 571 9.23 1,175 13.31 0.0630
2018-11-15 2018-09-30 13F NEXTERA ENERGY INC COM Common Stock 65339F101 6,186 -101 -1.61 1,037 -1.24 0.0464
2018-08-13 2018-06-30 13F NEXTERA ENERGY INC COM Common Stock 65339F101 6,287 1,732 38.02 1,050 41.89 0.0582
2018-05-15 2018-03-31 13F NEXTERA ENERGY INC COM Common Stock 65339F101 4,555 168 3.83 740 8.03 0.0458
2018-02-14 2017-12-31 13F NEXTERA ENERGY INC COM Common Stock 65339F101 4,387 4,242 2,925.52 685 3,013.64 0.0414
2018-02-16 2017-09-30 13F/A-1 NEXTERA ENERGY INC COM Common Stock 65339F101 145 -1,522 -91.30 22 -90.60 0.0017
2017-08-10 2017-06-30 13F NEXTERA ENERGY INC COM Common Stock 65339F101 1,667 1,667 234 0.0200
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.