NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionEquitable Trust Co
Latest Disclosed Ownership60,809 shares
Latest Disclosed Value $ 5,647,940
Equitable Trust Co reports 10.09% increase in ownership of NEE / NextEra Energy, Inc.

On April 30, 2026 - Equitable Trust Co filed a 13F-HR form disclosing ownership of 60,809 shares of NextEra Energy, Inc. (MX:NEE) valued at $5,647,940 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 55,234 shares of NextEra Energy, Inc.. This represents a change in shares of 10.09% 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)
2026-04-30 2026-03-31 13F NextEra Energy Com 65339F101 60,809 5,575 10.09 5,648 27.36 0.1537
2026-02-02 2025-12-31 13F NextEra Energy Com 65339F101 55,234 -2,237 -3.89 4,434 2.21 0.1980
2025-11-10 2025-09-30 13F NextEra Energy Com 65339F101 57,471 -551 -0.95 4,338 7.72 0.1994
2025-07-23 2025-06-30 13F NextEra Energy Com 65339F101 58,022 -952 -1.61 4,028 -3.66 0.2007
2025-04-25 2025-03-31 13F NextEra Energy Com 65339F101 58,974 14,897 33.80 4,181 32.32 0.2316
2025-01-28 2024-12-31 13F NextEra Energy Com 65339F101 44,077 3,438 8.46 3,160 -8.03 0.1764
2024-10-29 2024-09-30 13F NextEra Energy Com 65339F101 40,639 7,036 20.94 3,435 44.39 0.2204
2024-07-31 2024-06-30 13F NextEra Energy Com 65339F101 33,603 466 1.41 2,379 12.38 0.1637
2024-04-24 2024-03-31 13F NextEra Energy Com 65339F101 33,137 636 1.96 2,118 7.24 0.1469
2024-01-25 2023-12-31 13F NextEra Energy Com 65339F101 32,501 -6,318 -16.28 1,974 -11.20 0.1484
2023-11-06 2023-09-30 13F NextEra Energy Com 65339F101 38,819 863 2.27 2,224 -21.06 0.1838
2023-08-08 2023-06-30 13F NextEra Energy Com 65339F101 37,956 -159 -0.42 2,816 -4.12 0.2154
2023-05-02 2023-03-31 13F NextEra Energy Com 65339F101 38,115 2,377 6.65 2,938 -1.67 0.2314
2023-02-17 2022-12-31 13F NextEra Energy Com 65339F101 35,738 2,397 7.19 2,988 14.23 0.2354
2022-10-31 2022-09-30 13F NextEra Energy Com 65339F101 33,341 0 0.00 2,615 1.24 0.2180
2022-07-15 2022-06-30 13F NextEra Energy Com 65339F101 33,341 12,084 56.85 2,583 43.42 0.1924
2022-05-06 2022-03-31 13F NextEra Energy Com 65339F101 21,257 1,650 8.42 1,801 -1.58 0.1157
2022-01-31 2021-12-31 13F NextEra Energy Com 65339F101 19,607 154 0.79 1,830 19.84 0.1130
2021-10-26 2021-09-30 13F NextEra Energy Com 65339F101 19,453 -200 -1.02 1,527 6.04 0.0975
2021-08-03 2021-06-30 13F NextEra Energy Com 65339F101 19,653 2,161 12.35 1,440 8.84 0.0924
2021-05-14 2021-03-31 13F NextEra Energy Com 65339F101 17,492 24 0.14 1,323 -1.85 0.0986
2021-02-12 2020-12-31 13F NextEra Energy Com 65339F101 17,468 13,101 300.00 1,348 11.22 0.1001
2020-11-13 2020-09-30 13F NextEra Energy Com 65339F101 4,367 -569 -11.53 1,212 2.28 0.1032
2020-08-18 2020-06-30 13F NextEra Energy Com 65339F101 4,936 540 12.28 1,185 12.00 0.1090
2020-05-21 2020-03-31 13F NextEra Energy Com 65339F101 4,396 22 0.50 1,058 -0.09 0.1163
2020-02-18 2019-12-31 13F NextEra Energy Com 65339F101 4,374 -281 -6.04 1,059 -2.40 0.1034
2019-11-19 2019-09-30 13F NextEra Energy Com 65339F101 4,655 0 0.00 1,085 13.73 0.1143
2019-08-16 2019-06-30 13F NextEra Energy Com 65339F101 4,655 98 2.15 954 8.29 0.1012
2019-05-15 2019-03-31 13F NextEra Energy Com 65339F101 4,557 183 4.18 881 15.92 0.1017
2019-02-22 2018-12-31 13F NextEra Energy Com 65339F101 4,374 0 0.00 760 3.68 0.1006
2018-11-15 2018-09-30 13F NextEra Energy Com 65339F101 4,374 -29 -0.66 733 -0.27 0.0854
2018-08-14 2018-06-30 13F NextEra Energy Com 65339F101 4,403 4,403 735 0.0931
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.