NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionDimensional Fund Advisors Lp
Latest Disclosed Ownership4,829,027 shares
Latest Disclosed Value $ 448,490,911
Dimensional Fund Advisors Lp reports 3.23% increase in ownership of NEE / NextEra Energy, Inc.

On May 7, 2026 - Dimensional Fund Advisors Lp filed a 13F-HR form disclosing ownership of 4,829,027 shares of NextEra Energy, Inc. (MX:NEE) valued at $448,490,911 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 4,678,084 shares of NextEra Energy, Inc.. This represents a change in shares of 3.23% 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)
2026-05-07 2026-03-31 13F NEXTERA ENERGY COM 65339F101 4,829,027 150,943 3.23 448,491 19.42 0.0201
2026-02-12 2025-12-31 13F NEXTERA ENERGY COM 65339F101 4,678,084 -123 -0.00 375,568 6.34 0.0788
2025-11-12 2025-09-30 13F NEXTERA ENERGY COM 65339F101 4,678,207 252,086 5.70 353,184 14.95 0.0758
2025-08-12 2025-06-30 13F NEXTERA ENERGY COM 65339F101 4,426,121 -25,024 -0.56 307,240 -2.63 0.0711
2025-05-13 2025-03-31 13F NEXTERA ENERGY COM 65339F101 4,451,145 82,710 1.89 315,530 0.75 0.0784
2025-02-13 2024-12-31 13F NEXTERA ENERGY COM 65339F101 4,368,435 -6,405 -0.15 313,181 -15.31 0.0752
2024-11-07 2024-09-30 13F NEXTERA ENERGY COM 65339F101 4,374,840 3,686 0.08 369,805 19.45 0.0897
2024-08-09 2024-06-30 13F NEXTERA ENERGY COM 65339F101 4,371,154 442,086 11.25 309,595 23.29 0.0809
2024-05-10 2024-03-31 13F NEXTERA ENERGY COM 65339F101 3,929,068 -60,419 -1.51 251,107 3.62 0.0680
2024-02-07 2023-12-31 13F NEXTERA ENERGY COM 65339F101 3,989,487 15,666 0.39 242,327 6.44 0.0708
2023-11-09 2023-09-30 13F NEXTERA ENERGY COM 65339F101 3,973,821 19,927 0.50 227,659 -22.40 0.0747
2023-08-09 2023-06-30 13F NEXTERA ENERGY COM 65339F101 3,953,894 100,749 2.61 293,357 -1.22 0.0935
2023-05-12 2023-03-31 13F NEXTERA ENERGY COM 65339F101 3,853,145 66,507 1.76 296,993 93,884.81 0.1000
2023-02-09 2022-12-31 13F NEXTERA ENERGY COM 65339F101 3,786,638 51,360 1.37 317 -99.89 0.0935
2022-11-10 2022-09-30 13F NEXTERA ENERGY COM 65339F101 3,735,278 44,413 1.20 292,916 2.47 0.1125
2022-08-12 2022-06-30 13F NEXTERA ENERGY COM 65339F101 3,690,865 50,657 1.39 285,859 -7.30 0.1025
2022-05-13 2022-03-31 13F NEXTERA ENERGY COM 65339F101 3,640,208 85,368 2.40 308,376 -7.08 0.0950
2022-02-09 2021-12-31 13F NEXTERA ENERGY COM 65339F101 3,554,840 7,394 0.21 331,867 19.14 0.1003
2021-11-12 2021-09-30 13F NEXTERA ENERGY COM 65339F101 3,547,446 -61,290 -1.70 278,546 5.33 0.0897
2021-08-12 2021-06-30 13F NEXTERA ENERGY COM 65339F101 3,608,736 -92,255 -2.49 264,460 -5.49 0.0837
2021-05-14 2021-03-31 13F NEXTERA ENERGY COM 65339F101 3,700,991 -73,768 -1.95 279,809 -3.91 0.0925
2021-03-08 2020-12-31 13F/A-2 NEXTERA ENERGY COM 65339F101 3,774,759 2,840,721 304.13 291,204 12.31 0.1052
2021-02-11 2020-12-31 13F NEXTERA ENERGY COM 65339F101 3,774,759 2,840,721 291,204 105,167.4065
2020-11-12 2020-09-30 13F NEXTERA ENERGY COM 65339F101 934,038 -2,992 -0.32 259,276 15.22 0.1099
2020-08-13 2020-06-30 13F NEXTERA ENERGY COM 65339F101 937,030 7,161 0.77 225,035 0.56 0.0989
2020-05-14 2020-03-31 13F NEXTERA ENERGY COM 65339F101 929,869 4,225 0.46 223,784 -0.16 0.1166
2020-02-14 2019-12-31 13F NEXTERA ENERGY COM 65339F101 925,644 8,694 0.95 224,150 4.92 0.0817
2019-11-12 2019-09-30 13F NEXTERA ENERGY COM 65339F101 916,950 1,320 0.14 213,630 13.89 0.0830
2019-08-13 2019-06-30 13F NEXTERA ENERGY COM 65339F101 915,630 661 0.07 187,573 6.05 0.0728
2019-08-12 2019-03-31 13F/A-2 NEXTERA ENERGY COM 65339F101 914,969 22,844 2.56 176,871 14.06 0.0704
2019-05-10 2019-03-31 13F NEXTERA ENERGY COM 65339F101 914,969 22,844 176,871
2019-02-26 2018-12-31 13F/A-1 NEXTERA ENERGY COM 65339F101 892,125 26,810 3.10 155,062 6.93 0.0702
2019-02-13 2018-12-31 13F NEXTERA ENERGY COM 65339F101 892,125 26,810 155,062
2018-11-13 2018-09-30 13F NEXTERA ENERGY COM 65339F101 865,315 686 0.08 145,012 0.41 0.0552
2018-08-10 2018-06-30 13F NEXTERA ENERGY COM 65339F101 864,629 14,704 1.73 144,418 4.03 0.0576
2018-05-11 2018-03-31 13F NEXTERA ENERGY COM 65339F101 849,925 5,561 0.66 138,818 5.26 0.0579
2018-02-12 2017-12-31 13F NEXTERA ENERGY COM 65339F101 844,364 2,264 0.27 131,884 6.86 0.0547
2017-11-13 2017-09-30 13F NEXTERA ENERGY COM 65339F101 842,100 -163 -0.02 123,413 4.56 0.0539
2017-08-11 2017-06-30 13F NEXTERA ENERGY COM 65339F101 842,263 9,125 1.10 118,026 10.36 0.0545
2017-05-12 2017-03-31 13F NEXTERA ENERGY COM 65339F101 833,138 44,333 5.62 106,948 13.49 0.0511
2017-02-09 2016-12-31 13F NEXTERA ENERGY COM 65339F101 788,805 16,361 2.12 94,236 -0.27 0.0471
2016-11-10 2016-09-30 13F NEXTERA ENERGY COM 65339F101 772,444 35,522 4.82 94,495 -1.65 0.0511
2016-08-09 2016-06-30 13F NEXTERA ENERGY COM 65339F101 736,922 9,868 1.36 96,077 11.67 0.0553
2016-05-13 2016-03-31 13F NEXTERA ENERGY COM 65339F101 727,054 58,248 8.71 86,040 23.82 0.0515
2016-02-10 2015-12-31 13F NEXTERA ENERGY COM 65339F101 668,806 49,780 8.04 69,489 15.08 0.0433
2015-11-13 2015-09-30 13F NEXTERA ENERGY COM 65339F101 619,026 24,566 4.13 60,385 3.61 0.0396
2015-08-14 2015-06-30 13F NEXTERA ENERGY COM 65339F101 594,460 52,928 9.77 58,279 3.43 0.0357
2015-05-14 2015-03-31 13F NEXTERA ENERGY COM 65339F101 541,532 28,638 5.58 56,347 3.34 0.0356
2015-02-06 2014-12-31 13F NEXTERA ENERGY COM 65339F101 512,894 26,438 5.43 54,526 19.40 0.0358
2014-11-13 2014-09-30 13F NEXTERA ENERGY COM 65339F101 486,456 13,322 2.82 45,668 -5.80 0.0324
2014-08-08 2014-06-30 13F NEXTERA ENERGY COM 65339F101 473,134 12,541 2.72 48,480 10.09 0.0337
2014-05-14 2014-03-31 13F NEXTERA ENERGY COM 65339F101 460,593 7,265 1.60 44,036 13.47 0.0329
2014-02-12 2013-12-31 13F NEXTERA ENERGY COM 65339F101 453,328 23,588 5.49 38,810 12.67 0.0302
2013-11-13 2013-09-30 13F NEXTERA ENERGY COM 65339F101 429,740 25,276 6.25 34,445 4.54 0.0298
2013-08-15 2013-06-30 13F NEXTERA ENERGY COM 65339F101 404,464 404,464 32,950 0.0310
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.