NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionColdstream Capital Management Inc
Latest Disclosed Ownership94,839 shares
Latest Disclosed Value $ 8,808,672
Coldstream Capital Management Inc reports 16.72% decrease in ownership of NEE / NextEra Energy, Inc.

On May 8, 2026 - Coldstream Capital Management Inc filed a 13F-HR form disclosing ownership of 94,839 shares of NextEra Energy, Inc. (MX:NEE) valued at $8,808,672 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 113,878 shares of NextEra Energy, Inc.. This represents a change in shares of -16.72% 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 COM 65339F101 94,839 -19,039 -16.72 8,809 -3.65 0.0946
2026-02-09 2025-12-31 13F NEXTERA ENERGY COM 65339F101 113,878 729 0.64 9,142 7.04 0.1178
2025-11-19 2025-09-30 13F NEXTERA ENERGY COM 65339F101 113,149 3,399 3.10 8,542 12.12 0.1150
2025-08-12 2025-06-30 13F NEXTERA ENERGY COM 65339F101 109,750 798 0.73 7,619 -1.36 0.1246
2025-05-13 2025-03-31 13F NEXTERA ENERGY COM 65339F101 108,952 2,754 2.59 7,724 1.44 0.1645
2025-02-14 2024-12-31 13F NEXTERA ENERGY COM 65339F101 106,198 2,929 2.84 7,613 -12.50 0.1623
2024-11-18 2024-09-30 13F/A-1 NEXTERA ENERGY COM 65339F101 103,269 2,868 2.86 8,702 22.39 0.1880
2024-11-18 2024-09-30 13F NEXTERA ENERGY COM 65339F101 103,269 8,702
2024-08-07 2024-06-30 13F NEXTERA ENERGY COM 65339F101 100,401 3,540 3.65 7,109 14.85 0.1732
2024-05-14 2024-03-31 13F NEXTERA ENERGY COM 65339F101 96,861 2,266 2.40 6,190 7.75 0.1572
2024-02-09 2023-12-31 13F NEXTERA ENERGY COM 65339F101 94,595 68,905 268.22 5,746 290.55 0.1608
2023-11-02 2023-09-30 13F NEXTERA ENERGY COM 65339F101 25,690 -4,729 -15.55 1,472 -34.82 0.0481
2023-08-03 2023-06-30 13F NEXTERA ENERGY COM 65339F101 30,419 280 0.93 2,257 -2.84 0.0715
2023-05-15 2023-03-31 13F NEXTERA ENERGY COM 65339F101 30,139 -1,705 -5.35 2,323 -12.73 0.0780
2023-01-10 2022-12-31 13F NEXTERA ENERGY COM 65339F101 31,844 814 2.62 2,662 10.78 0.0975
2022-08-08 2022-06-30 13F/A-1 NEXTERA ENERGY COM 65339F101 31,030 -29,268 -48.54 2,403 -52.96 0.0936
2022-08-08 2022-06-30 13F NEXTERA ENERGY COM 65339F101 18,657 -41,641 1,445 0.0614
2022-05-11 2022-03-31 13F NEXTERA ENERGY COM 65339F101 60,298 8,636 16.72 5,108 5.91 0.1760
2022-02-11 2021-12-31 13F NEXTERA ENERGY COM 65339F101 51,662 38,119 281.47 4,823 28.31 0.1514
2021-11-12 2021-09-30 13F NEXTERA ENERGY COM 65339F101 13,543 -23,692 -63.63 3,759 37.74 0.1822
2021-08-16 2021-06-30 13F NEXTERA ENERGY COM 65339F101 37,235 -82 -0.22 2,729 -3.30 0.1099
2021-06-16 2021-03-31 13F NEXTERA ENERGY COM 65339F101 37,317 -521 -1.38 2,822 -3.32 0.1653
2021-02-16 2020-12-31 13F NEXTERA ENERGY COM 65339F101 37,838 25,164 198.55 2,919 -17.03 0.1761
2020-11-16 2020-09-30 13F NEXTERA ENERGY COM 65339F101 12,674 -74 -0.58 3,518 14.89 0.2928
2020-08-12 2020-06-30 13F NEXTERA ENERGY COM 65339F101 12,748 1,606 14.41 3,062 14.21 0.2749
2020-05-27 2020-03-31 13F NEXTERA ENERGY COM 65339F101 11,142 -1,170 -9.50 2,681 -10.09 0.2930
2020-02-13 2019-12-31 13F NEXTERA ENERGY COM 65339F101 12,312 -224 -1.79 2,982 2.12 0.2445
2019-11-15 2019-09-30 13F NEXTERA ENERGY COM 65339F101 12,536 -273 -2.13 2,920 11.28 0.2459
2019-08-15 2019-06-30 13F NEXTERA ENERGY COM 65339F101 12,809 -155 -1.20 2,624 4.67 0.2184
2019-05-10 2019-03-31 13F NEXTERA ENERGY COM 65339F101 12,964 -4,427 -25.46 2,507 -17.07 0.2192
2019-02-26 2018-12-31 13F NEXTERA ENERGY COM 65339F101 17,391 615 3.67 3,023 7.50 0.2935
2018-11-14 2018-09-30 13F NEXTERA ENERGY COM 65339F101 16,776 601 3.72 2,812 4.07 0.2548
2018-08-14 2018-06-30 13F NEXTERA ENERGY COM 65339F101 16,175 682 4.40 2,702 6.80 0.2730
2018-05-15 2018-03-31 13F NEXTERA ENERGY COM 65339F101 15,493 13,458 661.33 2,530 695.60 0.2732
2018-02-14 2017-12-31 13F NEXTERA ENERGY COM 65339F101 2,035 576 39.48 318 48.60 0.0345
2017-11-15 2017-09-30 13F NEXTERA ENERGY COM 65339F101 1,459 1,459 214 0.0249
2017-02-09 2016-12-31 13F NEXTERA ENERGY COM 65339F101 0 -15,018 -100.00 0 -100.00
2016-11-14 2016-09-30 13F/A-2 NEXTERA ENERGY COM 65339F101 15,018 15,018 1,837 0.3256
2016-11-14 2016-09-30 13F/A-1 NEXTERA ENERGY COM 65339F101 15,018 15,018 1,837 0.3256
2016-11-14 2016-09-30 13F NEXTERA ENERGY COM 65339F101 15,018 15,018 1,837 0.3256
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.