NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionEmpirical Finance, LLC
Latest Disclosed Ownership67,931 shares
Latest Disclosed Value $ 6,309,431
Empirical Finance, LLC reports 0.10% decrease in ownership of NEE / NextEra Energy, Inc.

On May 14, 2026 - Empirical Finance, LLC filed a 13F-HR/A form disclosing ownership of 67,931 shares of NextEra Energy, Inc. (MX:NEE) valued at $6,309,431 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 67,998 shares of NextEra Energy, Inc.. This represents a change in shares of -0.10% 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/A-1 NEXTERA ENERGY COM 65339F101 67,931 -67 -0.10 6,309 15.59 0.2965
2026-05-14 2026-03-31 13F NEXTERA ENERGY COM 65339F101 67,931 -67 6,309 0.2965
2026-02-12 2025-12-31 13F NEXTERA ENERGY COM 65339F101 67,998 -3,043 -4.28 5,459 1.79 0.2604
2025-11-13 2025-09-30 13F NEXTERA ENERGY COM 65339F101 71,041 695 0.99 5,363 9.81 0.2553
2025-08-11 2025-06-30 13F NEXTERA ENERGY COM 65339F101 70,346 468 0.67 4,883 -1.41 0.2557
2025-05-07 2025-03-31 13F NEXTERA ENERGY COM 65339F101 69,878 992 1.44 4,954 0.30 0.2991
2025-01-28 2024-12-31 13F NEXTERA ENERGY COM 65339F101 68,886 -888 -1.27 4,938 -16.26 0.2857
2024-11-06 2024-09-30 13F NEXTERA ENERGY COM 65339F101 69,774 1,509 2.21 5,898 22.02 0.3439
2024-07-30 2024-06-30 13F NEXTERA ENERGY COM 65339F101 68,265 -4,021 -5.56 4,834 4.63 0.3020
2024-05-06 2024-03-31 13F NEXTERA ENERGY COM 65339F101 72,286 2,508 3.59 4,620 8.99 0.2835
2024-02-14 2023-12-31 13F NEXTERA ENERGY COM 65339F101 69,778 462 0.67 4,238 6.72 0.2955
2023-11-02 2023-09-30 13F NEXTERA ENERGY COM 65339F101 69,316 7,278 11.73 3,971 -13.73 0.2917
2023-07-27 2023-06-30 13F NEXTERA ENERGY COM 65339F101 62,038 7,266 13.27 4,603 9.05 0.3565
2023-04-05 2023-03-31 13F NEXTERA ENERGY COM 65339F101 54,772 2,800 5.39 4,222 -2.83 0.3954
2023-02-21 2022-12-31 13F/A-1 NEXTERA ENERGY COM 65339F101 51,972 4,152 8.68 4,345 15.84 0.4498
2023-01-24 2022-12-31 13F NEXTERA ENERGY COM 65339F101 51,972 4,152 4 0.4499
2022-11-04 2022-09-30 13F NEXTERA ENERGY COM 65339F101 47,820 7,871 19.70 3,750 21.20 0.4448
2022-08-01 2022-06-30 13F NEXTERA ENERGY COM 65339F101 39,949 2,150 5.69 3,094 -3.37 0.3943
2022-04-21 2022-03-31 13F NEXTERA ENERGY COM 65339F101 37,799 4,262 12.71 3,202 2.27 0.3587
2022-02-04 2021-12-31 13F NEXTERA ENERGY COM 65339F101 33,537 9,023 36.81 3,131 62.65 0.3697
2021-11-12 2021-09-30 13F NEXTERA ENERGY COM 65339F101 24,514 1,412 6.11 1,925 13.70 0.2902
2021-08-10 2021-06-30 13F/A-1 NEXTERA ENERGY COM 65339F101 23,102 3,421 17.38 1,693 11.53 0.2760
2021-08-04 2021-06-30 13F NEXTERA ENERGY COM 65339F101 19,681 0 1,518 0.2670
2021-05-13 2021-03-31 13F NEXTERA ENERGY COM 65339F101 19,681 0 0.00 1,518 0.00 0.2670
2021-02-02 2020-12-31 13F NEXTERA ENERGY COM 65339F101 19,681 15,635 386.43 1,518 35.17 0.2670
2020-10-28 2020-09-30 13F/A-1 NEXTERA ENERGY COM 65339F101 4,046 852 26.68 1,123 46.41 0.2406
2020-10-26 2020-09-30 13F NEXTERA ENERGY COM 65339F101 1,103 -2,091 257 71,767.4623
2020-07-20 2020-06-30 13F/A-1 NEXTERA ENERGY COM 65339F101 3,194 402 14.40 767 14.14 0.1962
2020-04-16 2020-03-31 13F NEXTERA ENERGY COM 65339F101 2,792 1,018 57.38 672 56.28 0.2089
2020-01-27 2019-12-31 13F NEXTERA ENERGY COM 65339F101 1,774 671 60.83 430 67.32 0.1046
2019-10-30 2019-09-30 13F NEXTERA ENERGY COM 65339F101 1,103 23 2.13 257 16.29 0.0718
2019-07-09 2019-06-30 13F NEXTERA ENERGY COM 65339F101 1,080 -20 -1.82 221 3.76 0.0606
2019-05-10 2019-03-31 13F NEXTERA ENERGY COM 65339F101 1,100 1,100 213 0.0542
2019-01-22 2018-12-31 13F NEXTERA ENERGY COM 65339F101 0 -2,009 -100.00 0 -100.00
2018-10-18 2018-09-30 13F NEXTERA ENERGY COM 65339F101 2,009 107 5.63 337 5.97 0.0839
2018-07-09 2018-06-30 13F NEXTERA ENERGY COM 65339F101 1,902 802 72.91 318 49.30 0.0806
2019-05-10 2018-03-31 13F NEXTERA ENERGY COM 65339F101 1,100 1,100 213 0.0446
2018-02-01 2017-12-31 13F NEXTERA ENERGY COM 65339F101 0 -1,594 -100.00 0 -100.00
2017-10-31 2017-09-30 13F NEXTERA ENERGY COM 65339F101 1,594 1,594 234 0.0807
2017-05-11 2017-03-31 13F NEXTERA ENERGY COM 65339F101 0 -192 -100.00 0 -100.00
2017-02-13 2016-12-31 13F NEXTERA ENERGY COM 65339F101 192 192 23 0.0155
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.