NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionClark Capital Management Group, Inc.
Latest Disclosed Ownership651,282 shares
Latest Disclosed Value $ 60,491,091
Clark Capital Management Group, Inc. reports 4,386.96% increase in ownership of NEE / NextEra Energy, Inc.

On May 15, 2026 - Clark Capital Management Group, Inc. filed a 13F-HR form disclosing ownership of 651,282 shares of NextEra Energy, Inc. (MX:NEE) valued at $60,491,091 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 14,515 shares of NextEra Energy, Inc.. This represents a change in shares of 4,386.96% 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)
2026-05-15 2026-03-31 13F NEXTERA ENERGY COM 65339F101 651,282 636,767 4,386.96 60,491 5,092.36 0.3733
2026-02-17 2025-12-31 13F NEXTERA ENERGY COM 65339F101 14,515 -353 -2.37 1,165 3.83 0.0072
2025-11-14 2025-09-30 13F NEXTERA ENERGY COM 65339F101 14,868 -29,140 -66.22 1,122 -63.27 0.0070
2025-08-14 2025-06-30 13F NEXTERA ENERGY COM 65339F101 44,008 -627,947 -93.45 3,055 -93.59 0.0212
2025-05-15 2025-03-31 13F NEXTERA ENERGY COM 65339F101 671,955 -861,076 -56.17 47,635 -56.66 0.3415
2025-02-14 2024-12-31 13F NEXTERA ENERGY COM 65339F101 1,533,031 -13,395 -0.87 109,903 -15.92 0.7686
2024-11-14 2024-09-30 13F NEXTERA ENERGY COM 65339F101 1,546,426 35,501 2.35 130,719 22.18 0.8950
2024-08-14 2024-06-30 13F NEXTERA ENERGY COM 65339F101 1,510,925 28,351 1.91 106,989 12.91 0.7864
2024-05-15 2024-03-31 13F NEXTERA ENERGY COM 65339F101 1,482,574 71,174 5.04 94,751 10.53 0.7059
2024-02-14 2023-12-31 13F NEXTERA ENERGY COM 65339F101 1,411,400 257,873 22.36 85,728 29.72 0.7017
2023-11-14 2023-09-30 13F NEXTERA ENERGY COM 65339F101 1,153,527 16,774 1.48 66,086 -21.65 0.6610
2023-08-14 2023-06-30 13F NEXTERA ENERGY COM 65339F101 1,136,753 143,686 14.47 84,347 10.19 0.7536
2023-05-15 2023-03-31 13F NEXTERA ENERGY COM 65339F101 993,067 -29,154 -2.85 76,546 -10.43 0.8566
2023-02-14 2022-12-31 13F NEXTERA ENERGY COM 65339F101 1,022,221 34,667 3.51 85,458 10.36 0.7861
2022-11-14 2022-09-30 13F NEXTERA ENERGY COM 65339F101 987,554 150,634 18.00 77,434 19.45 1.0148
2022-08-15 2022-06-30 13F NEXTERA ENERGY COM 65339F101 836,920 -115,974 -12.17 64,828 -19.69 0.8506
2022-05-16 2022-03-31 13F NEXTERA ENERGY COM 65339F101 952,894 17,060 1.82 80,720 -7.61 0.9028
2022-02-14 2021-12-31 13F NEXTERA ENERGY COM 65339F101 935,834 32,513 3.60 87,369 23.18 1.0718
2021-11-15 2021-09-30 13F NEXTERA ENERGY COM 65339F101 903,321 461,829 104.61 70,929 119.23 0.9700
2021-08-02 2021-06-30 13F NEXTERA ENERGY COM 65339F101 441,492 9,239 2.14 32,353 -1.01 0.4542
2021-05-17 2021-03-31 13F NEXTERA ENERGY COM 65339F101 432,253 -12,971 -2.91 32,683 -4.85 0.4981
2021-01-26 2020-12-31 13F NEXTERA ENERGY COM 65339F101 445,224 296,583 199.53 34,349 -16.74 0.5672
2020-11-12 2020-09-30 13F NEXTERA ENERGY COM 65339F101 148,641 6,227 4.37 41,257 20.62 0.7775
2020-08-14 2020-06-30 13F NEXTERA ENERGY COM 65339F101 142,414 -3,011 -2.07 34,204 -2.25 0.6396
2020-05-15 2020-03-31 13F NEXTERA ENERGY COM 65339F101 145,425 -3,632 -2.44 34,992 -3.06 0.8899
2020-01-27 2019-12-31 13F NEXTERA ENERGY COM 65339F101 149,057 -804 -0.54 36,096 3.38 0.7564
2019-11-06 2019-09-30 13F NEXTERA ENERGY COM 65339F101 149,861 -29 -0.02 34,916 13.71 0.7923
2019-07-12 2019-06-30 13F NEXTERA ENERGY COM 65339F101 149,890 6,406 4.46 30,706 10.70 0.6482
2019-05-08 2019-03-31 13F NEXTERA ENERGY COM 65339F101 143,484 -61,409 -29.97 27,738 -22.12 0.6615
2019-02-14 2018-12-31 13F NEXTERA ENERGY COM 65339F101 204,893 3,715 1.85 35,615 5.63 0.9584
2019-05-08 2018-09-30 13F/A-1 NEXTERA ENERGY COM 65339F101 201,178 -41,417 -17.07 33,717 -16.79 0.8538
2018-11-14 2018-09-30 13F NEXTERA ENERGY COM 65339F101 201,317 -41,585 33,741
2019-05-08 2018-06-30 13F/A-1 NEXTERA ENERGY COM 65339F101 242,595 95,124 64.50 40,521 68.23 1.1661
2018-08-14 2018-06-30 13F NEXTERA ENERGY COM 65339F101 242,902 95,431 40,572
2019-05-08 2018-03-31 13F/A-1 NEXTERA ENERGY COM 65339F101 147,471 -122,076 -45.29 24,086 -42.79 0.7547
2018-05-15 2018-03-31 13F NEXTERA ENERGY COM 65339F101 147,496 -122,051 24,090
2018-02-14 2017-12-31 13F NEXTERA ENERGY COM 65339F101 269,547 15,775 6.22 42,101 13.21 1.2870
2017-11-14 2017-09-30 13F NEXTERA ENERGY COM 65339F101 253,772 41,958 19.81 37,190 25.30 1.2532
2017-08-14 2017-06-30 13F NEXTERA ENERGY COM 65339F101 211,814 17,653 9.09 29,681 19.09 1.1539
2017-05-11 2017-03-31 13F NEXTERA ENERGY COM 65339F101 194,161 52,802 37.35 24,924 47.59 1.1053
2017-02-08 2016-12-31 13F NEXTERA ENERGY COM 65339F101 141,359 -24,580 -14.81 16,887 -16.80 0.8778
2016-11-14 2016-09-30 13F NEXTERA ENERGY COM 65339F101 165,939 24,739 17.52 20,297 10.23 1.1647
2016-08-15 2016-06-30 13F NEXTERA ENERGY COM 65339F101 141,200 48,590 52.47 18,413 68.02 1.1911
2016-05-16 2016-03-31 13F NEXTERA ENERGY COM 65339F101 92,610 26,701 40.51 10,959 60.06 0.8485
2016-02-16 2015-12-31 13F NEXTERA ENERGY COM 65339F101 65,909 60,321 1,079.47 6,847 1,156.33 0.5552
2015-11-03 2015-09-30 13F NEXTERA ENERGY COM 65339F101 5,588 -663 -10.61 545 -11.09 0.0486
2015-08-10 2015-06-30 13F NEXTERA ENERGY COM 65339F101 6,251 -70,277 -91.83 613 -92.30 0.0561
2015-05-07 2015-03-31 13F NEXTERA ENERGY COM 65339F101 76,528 3,410 4.66 7,963 2.46 0.7235
2015-02-17 2014-12-31 13F NEXTERA ENERGY COM 65339F101 73,118 421 0.58 7,772 13.88 0.7107
2014-11-13 2014-09-30 13F NEXTERA ENERGY COM 65339F101 72,697 1,459 2.05 6,825 -6.52 0.5906
2014-08-04 2014-06-30 13F NEXTERA ENERGY Common Stock 65339F101 71,238 -10,206 -12.53 7,301 -6.25 0.6077
2014-05-13 2014-03-31 13F NEXTERA ENERGY COM 65339F101 81,444 18,849 30.11 7,788 45.33 0.6706
2014-02-06 2013-12-31 13F NEXTERA ENERGY COM 65339F101 62,595 -10,720 -14.62 5,359 -8.81 0.4451
2013-11-08 2013-09-30 13F NEXTERA ENERGY Common Stock 65339F101 73,315 2,723 3.86 5,877 2.17 0.4647
2013-08-08 2013-06-30 13F NEXTERA ENERGY Common Stock 65339F101 70,592 70,592 5,752 0.5297
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.