NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionEnterprise Financial Services Corp
Latest Disclosed Ownership20,837 shares
Latest Disclosed Value $ 1,935,340
Enterprise Financial Services Corp reports 10.43% decrease in ownership of NEE / NextEra Energy, Inc.

On May 5, 2026 - Enterprise Financial Services Corp filed a 13F-HR form disclosing ownership of 20,837 shares of NextEra Energy, Inc. (MX:NEE) valued at $1,935,340 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 23,264 shares of NextEra Energy, Inc.. This represents a change in shares of -10.43% 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)
2026-05-05 2026-03-31 13F NEXTERA ENERGY COM 65339F101 20,837 -2,427 -10.43 1,935 3.64 0.5443
2026-01-14 2025-12-31 13F NEXTERA ENERGY COM 65339F101 23,264 495 2.17 1,868 8.67 0.5250
2025-10-15 2025-09-30 13F NEXTERA ENERGY COM 65339F101 22,769 -643 -2.75 1,719 5.72 0.8860
2025-08-12 2025-06-30 13F NEXTERA ENERGY COM 65339F101 23,412 316 1.37 1,625 -0.73 0.8674
2025-05-14 2025-03-31 13F NEXTERA ENERGY COM 65339F101 23,096 -1,805 -7.25 1,637 -8.29 0.9681
2025-02-07 2024-12-31 13F NEXTERA ENERGY COM 65339F101 24,901 2,125 9.33 1,785 -7.27 0.9932
2024-11-12 2024-09-30 13F NEXTERA ENERGY COM 65339F101 22,776 69 0.30 1,925 19.79 1.1220
2024-08-13 2024-06-30 13F NEXTERA ENERGY COM 65339F101 22,707 -283 -1.23 1,608 9.39 0.9899
2024-05-14 2024-03-31 13F NEXTERA ENERGY COM 65339F101 22,990 -743 -3.13 1,469 1.94 0.8844
2024-02-09 2023-12-31 13F NEXTERA ENERGY COM 65339F101 23,733 10 0.04 1,442 6.03 0.8784
2023-10-31 2023-09-30 13F NEXTERA ENERGY COM 65339F101 23,723 -473 -1.95 1,359 -24.29 0.9391
2023-08-14 2023-06-30 13F NEXTERA ENERGY COM 65339F101 24,196 -247 -1.01 1,795 -4.72 1.1419
2023-05-15 2023-03-31 13F NEXTERA ENERGY COM 65339F101 24,443 2,465 11.22 1,884 2.56 1.2307
2023-02-14 2022-12-31 13F NEXTERA ENERGY COM 65339F101 21,978 -748 -3.29 1,837 3.09 1.2688
2022-11-14 2022-09-30 13F NEXTERA ENERGY COM 65339F101 22,726 159 0.70 1,782 1.95 1.3283
2022-08-09 2022-06-30 13F NEXTERA ENERGY COM 65339F101 22,567 -111 -0.49 1,748 -9.05 0.3405
2022-05-16 2022-03-31 13F NEXTERA ENERGY COM 65339F101 22,678 96 0.43 1,922 -8.82 0.3154
2022-02-14 2021-12-31 13F NEXTERA ENERGY COM 65339F101 22,582 -1,382 -5.77 2,108 12.01 0.3234
2021-11-15 2021-09-30 13F NEXTERA ENERGY COM 65339F101 23,964 2,350 10.87 1,882 18.81 0.2436
2021-08-16 2021-06-30 13F NEXTERA ENERGY COMMON STOCK 65339F101 21,614 -1,940 -8.24 1,584 -11.06 0.2533
2021-05-13 2021-03-31 13F NextEra Energy Common Stock 65339F101 23,554 1,379 6.22 1,781 4.09 0.3177
2021-02-12 2020-12-31 13F NextEra Energy Common Stock 65339F101 22,175 16,441 286.73 1,711 7.54 0.3250
2020-11-13 2020-09-30 13F NextEra Energy Common Stock 65339F101 5,734 -31 -0.54 1,591 14.87 0.3290
2020-08-04 2020-06-30 13F NextEra Energy Common Stock 65339F101 5,765 -43 -0.74 1,385 -0.86 0.2988
2020-05-15 2020-03-31 13F NextEra Energy Common Stock 65339F101 5,808 -139 -2.34 1,397 -3.05 0.3524
2020-01-28 2019-12-31 13F NextEra Energy Common Stock 65339F101 5,947 6 0.10 1,441 4.04 0.3140
2019-10-31 2019-09-30 13F NEXTERA ENERGY COMMON STOCK 65339F101 5,941 -29 -0.49 1,385 13.34 0.3153
2019-07-30 2019-06-30 13F NextEra Energy Common Stock 65339F101 5,970 21 0.35 1,222 6.35 0.2654
2019-04-26 2019-03-31 13F NEXTERA ENERGY COMMON STOCK 65339F101 5,949 415 7.50 1,149 19.44 0.2508
2019-01-25 2018-12-31 13F NEXTERA ENERGY COMMON STOCK 65339F101 5,534 10 0.18 962 3.89 0.6068
2018-10-26 2018-09-30 13F NEXTERA ENERGY COMMON STOCK 65339F101 5,524 44 0.80 926 1.20 0.4854
2018-07-27 2018-06-30 13F NEXTERA ENERGY COMMON STOCK 65339F101 5,480 -34 -0.62 915 1.55 0.4640
2018-04-27 2018-03-31 13F NEXTERA ENERGY COMMON STOCK 65339F101 5,514 4 0.07 901 4.65 0.4639
2018-01-26 2017-12-31 13F NEXTERA ENERGY COMMON STOCK 65339F101 5,510 481 9.56 861 16.82 0.4186
2017-10-27 2017-09-30 13F NEXTERA ENERGY COMMON STOCK 65339F101 5,029 -33 -0.65 737 3.95 0.3646
2017-07-28 2017-06-30 13F NEXTERA ENERGY COMMON STOCK 65339F101 5,062 88 1.77 709 10.95 0.3538
2017-04-27 2017-03-31 13F NEXTERA ENERGY COMMON STOCK 65339F101 4,974 297 6.35 639 14.31 0.3150
2017-01-26 2016-12-31 13F NEXTERA ENERGY COMMON STOCK 65339F101 4,677 -41 -0.87 559 -3.12 0.2811
2016-10-28 2016-09-30 13F NEXTERA ENERGY COMMON STOCK 65339F101 4,718 31 0.66 577 -5.56 0.3267
2016-07-29 2016-06-30 13F NEXTERA ENERGY COMMON STOCK 65339F101 4,687 0 0.00 611 10.09 0.3599
2016-04-29 2016-03-31 13F NEXTERA ENERGY COMMON STOCK 65339F101 4,687 2,124 82.87 555 108.65 0.3348
2016-01-29 2015-12-31 13F NEXTERA ENERGY COMMON STOCK 65339F101 2,563 914 55.43 266 65.22 0.1578
2015-10-29 2015-09-30 13F NEXTERA ENERGY COMMON STOCK 65339F101 1,649 -1 -0.06 161 -0.62 0.1030
2015-07-27 2015-06-30 13F NEXTERA ENERGY COMMON STOCK 65339F101 1,650 -137 -7.67 162 -12.90 0.0958
2015-04-29 2015-03-31 13F NEXTERA ENERGY COMMON STOCK 65339F101 1,787 -15 -0.83 186 -2.62 0.1093
2015-01-23 2014-12-31 13F NEXTERA ENERGY COMMON STOCK 65339F101 1,802 0 0.00 191 13.02 0.1156
2014-10-24 2014-09-30 13F NEXTERA ENERGY COMMON STOCK 65339F101 1,802 -31 -1.69 169 -10.11 0.1070
2014-07-24 2014-06-30 13F NEXTERA ENERGY COMMON STOCK 65339F101 1,833 -25 -1.35 188 5.62 0.1121
2014-04-24 2014-03-31 13F NEXTERA ENERGY COMMON STOCK 65339F101 1,858 -15 -0.80 178 11.25 0.1093
2014-01-30 2013-12-31 13F NEXTERA ENERGY COMMON STOCK 65339F101 1,873 0 0.00 160 6.67 0.0928
2013-10-25 2013-09-30 13F NEXTERA ENERGY COMMON STOCK 65339F101 1,873 -14 -0.74 150 -2.60 0.0948
2013-07-25 2013-06-30 13F NEXTERA ENERGY COMMON STOCK 65339F101 1,887 1,887 154 0.1056
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.