NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionCovea Finance
Latest Disclosed Ownership107,576 shares
Latest Disclosed Value $ 9,991,659
Covea Finance ownership in NEE / NextEra Energy, Inc.

On April 15, 2026 - Covea Finance filed a 13F-HR form disclosing ownership of 107,576 shares of NextEra Energy, Inc. (MX:NEE) valued at $9,991,659 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 7, 2026 disclosing 107,576 shares of NextEra Energy, Inc.. This represents a change in shares of 0.00% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-15 2026-03-31 13F NEXTERA ENERGY COM 65339F101 107,576 0 0.00 9,992 15.69 0.3497
2026-01-07 2025-12-31 13F NEXTERA ENERGY COM 65339F101 107,576 0 0.00 8,636 6.35 0.2846
2025-10-16 2025-09-30 13F NEXTERA ENERGY COM 65339F101 107,576 -101,662 -48.59 8,121 -44.10 0.2830
2025-07-15 2025-06-30 13F NEXTERA ENERGY COM 65339F101 209,238 32,563 18.43 14,525 15.98 0.5394
2025-04-22 2025-03-31 13F NEXTERA ENERGY COM 65339F101 176,675 70,000 65.62 12,524 63.78 0.5749
2025-01-14 2024-12-31 13F NEXTERA ENERGY COM 65339F101 106,675 -20,187 -15.91 7,648 -28.69 0.3447
2024-10-10 2024-09-30 13F NEXTERA ENERGY COM 65339F101 126,862 0 0.00 10,724 19.37 0.4704
2024-07-16 2024-06-30 13F NEXTERA ENERGY COM 65339F101 126,862 -236,126 -65.05 8,983 -61.28 0.4117
2024-04-19 2024-03-31 13F NEXTERA ENERGY COM 65339F101 362,988 76,000 26.48 23,199 33.08 1.0957
2024-01-08 2023-12-31 13F NEXTERA ENERGY COM 65339F101 286,988 0 0.00 17,432 6.02 0.8498
2023-10-10 2023-09-30 13F NEXTERA ENERGY COM 65339F101 286,988 -128,200 -30.88 16,442 54,703.33 0.9254
2023-07-07 2023-06-30 13F NEXTERA ENERGY COM 65339F101 415,188 0 0.00 31 -6.25 1.6829
2023-04-17 2023-03-31 13F NEXTERA ENERGY COM 65339F101 415,188 -286,875 -40.86 32 -44.83 1.8221
2023-02-02 2022-12-31 13F NEXTERA ENERGY COM 65339F101 702,063 -16,539 -2.30 59 -99.90 2.9232
2022-10-27 2022-09-30 13F NEXTERA ENERGY COM 65339F101 718,602 -7,400 -1.02 56,346 0.20 2.9620
2022-07-22 2022-06-30 13F NEXTERA ENERGY COM 65339F101 726,002 -70,016 -8.80 56,236 -16.60 7.8716
2022-04-26 2022-03-31 13F NEXTERA ENERGY COM 65339F101 796,018 -51,017 -6.02 67,431 -14.73 7.3898
2022-02-09 2021-12-31 13F NEXTERA ENERGY COM 65339F101 847,035 847,035 79,079 6.9251
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.