NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionEvercore Wealth Management, LLC
Latest Disclosed Ownership174,857 shares
Latest Disclosed Value $ 16,240,718
Evercore Wealth Management, LLC reports 1.27% increase in ownership of NEE / NextEra Energy, Inc.

On May 15, 2026 - Evercore Wealth Management, LLC filed a 13F-HR form disclosing ownership of 174,857 shares of NextEra Energy, Inc. (MX:NEE) valued at $16,240,718 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 172,668 shares of NextEra Energy, Inc.. This represents a change in shares of 1.27% 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)
2026-05-15 2026-03-31 13F NEXTERA ENERGY COM 65339F101 174,857 2,189 1.27 16,241 17.16 0.1378
2026-02-17 2025-12-31 13F NEXTERA ENERGY COM 65339F101 172,668 5,049 3.01 13,862 9.55 0.2031
2025-11-14 2025-09-30 13F NEXTERA ENERGY COM 65339F101 167,619 3,958 2.42 12,654 11.37 0.1857
2025-08-14 2025-06-30 13F NEXTERA ENERGY COM 65339F101 163,661 16,409 11.14 11,361 8.84 0.1766
2025-05-15 2025-03-31 13F NEXTERA ENERGY COM 65339F101 147,252 -3,271 -2.17 10,439 -3.26 0.1677
2025-02-14 2024-12-31 13F NEXTERA ENERGY COM 65339F101 150,523 1,488 1.00 10,791 -14.34 0.1616
2024-11-14 2024-09-30 13F NEXTERA ENERGY COM 65339F101 149,035 1,596 1.08 12,598 20.66 0.1890
2024-08-14 2024-06-30 13F NEXTERA ENERGY COM 65339F101 147,439 36,089 32.41 10,440 46.71 0.1643
2024-05-15 2024-03-31 13F NEXTERA ENERGY COM 65339F101 111,350 43,733 64.68 7,116 73.27 0.1116
2024-02-14 2023-12-31 13F NEXTERA ENERGY COM 65339F101 67,617 -11,583 -14.62 4,107 -9.48 0.0689
2023-11-14 2023-09-30 13F NEXTERA ENERGY COM 65339F101 79,200 -509 -0.64 4,537 -23.28 0.0849
2023-08-04 2023-06-30 13F NEXTERA ENERGY COM 65339F101 79,709 565 0.71 5,914 -3.05 0.1085
2023-05-15 2023-03-31 13F NEXTERA ENERGY COM 65339F101 79,144 -768 -0.96 6,100 -8.68 0.1216
2023-02-14 2022-12-31 13F NEXTERA ENERGY COM 65339F101 79,912 3,458 4.52 6,681 11.43 0.1400
2022-11-14 2022-09-30 13F NEXTERA ENERGY COM 65339F101 76,454 -1,815 -2.32 5,995 -1.12 0.1352
2022-08-15 2022-06-30 13F NEXTERA ENERGY COM 65339F101 78,269 10,000 14.65 6,063 4.84 0.1278
2022-05-16 2022-03-31 13F NEXTERA ENERGY COM 65339F101 68,269 -1,200 -1.73 5,783 -10.84 0.1023
2022-02-14 2021-12-31 13F NEXTERA ENERGY COM 65339F101 69,469 -4,255 -5.77 6,486 12.06 0.1055
2021-11-15 2021-09-30 13F NEXTERA ENERGY COM 65339F101 73,724 -1,880 -2.49 5,788 4.46 0.1048
2021-08-16 2021-06-30 13F NEXTERA ENERGY COM 65339F101 75,604 -908 -1.19 5,541 -4.22 0.1014
2021-05-17 2021-03-31 13F NEXTERA ENERGY COM 65339F101 76,512 1,442 1.92 5,785 -0.12 0.1146
2021-02-16 2020-12-31 13F NEXTERA ENERGY COM 65339F101 75,070 57,381 324.39 5,792 17.96 0.1248
2020-11-16 2020-09-30 13F NEXTERA ENERGY COM 65339F101 17,689 -417 -2.30 4,910 12.93 0.1201
2020-08-13 2020-06-30 13F NEXTERA ENERGY COM 65339F101 18,106 -406 -2.19 4,348 -2.40 0.1162
2020-05-14 2020-03-31 13F NEXTERA ENERGY COM 65339F101 18,512 738 4.15 4,455 3.48 0.1469
2020-02-13 2019-12-31 13F NEXTERA ENERGY COM 65339F101 17,774 357 2.05 4,305 6.09 0.1160
2019-11-14 2019-09-30 13F NEXTERA ENERGY COM 65339F101 17,417 56 0.32 4,058 14.08 0.1190
2019-08-13 2019-06-30 13F NEXTERA ENERGY COM 65339F101 17,361 1,327 8.28 3,557 14.74 0.1080
2019-05-14 2019-03-31 13F NEXTERA ENERGY COM 65339F101 16,034 4,294 36.58 3,100 51.96 0.0998
2019-02-13 2018-12-31 13F NEXTERA ENERGY COM 65339F101 11,740 -229 -1.91 2,040 1.69 0.0770
2018-11-13 2018-09-30 13F NEXTERA ENERGY COM 65339F101 11,969 -2,442 -16.95 2,006 -16.66 0.0641
2018-08-14 2018-06-30 13F NEXTERA ENERGY COM 65339F101 14,411 1,020 7.62 2,407 10.06 0.0823
2018-05-14 2018-03-31 13F NEXTERA ENERGY COM 65339F101 13,391 -1,140 -7.85 2,187 -3.66 0.0835
2018-02-13 2017-12-31 13F NEXTERA ENERGY COM 65339F101 14,531 -160 -1.09 2,270 5.43 0.0844
2017-11-13 2017-09-30 13F NEXTERA ENERGY COM 65339F101 14,691 -359 -2.39 2,153 2.09 0.0838
2017-08-11 2017-06-30 13F NEXTERA ENERGY COM 65339F101 15,050 140 0.94 2,109 10.19 0.0814
2017-05-12 2017-03-31 13F NEXTERA ENERGY COM 65339F101 14,910 -35 -0.23 1,914 7.23 0.0749
2017-02-08 2016-12-31 13F NEXTERA ENERGY COM 65339F101 14,945 483 3.34 1,785 0.90 0.0740
2016-11-10 2016-09-30 13F NEXTERA ENERGY COM 65339F101 14,462 491 3.51 1,769 -2.91 0.0732
2016-09-20 2016-06-30 13F/A-1 NEXTERA ENERGY COM 65339F101 13,971 -2,402 -14.67 1,822 -5.99 0.0805
2016-08-01 2016-06-30 13F NEXTERA ENERGY COM 65339F101 16,873 2,200
2016-05-02 2016-03-31 13F NEXTERA ENERGY COM 65339F101 16,373 688 4.39 1,938 18.97 0.0856
2016-02-16 2015-12-31 13F NEXTERA ENERGY COM 65339F101 15,685 -1,470 -8.57 1,629 -2.63 0.0756
2015-11-16 2015-09-30 13F NEXTERA ENERGY COM 65339F101 17,155 -572 -3.23 1,673 -3.63 0.0799
2015-08-06 2015-06-30 13F NEXTERA ENERGY COM 65339F101 17,727 -381 -2.10 1,736 -7.90 0.0783
2015-05-06 2015-03-31 13F NEXTERA ENERGY COM 65339F101 18,108 -3,305 -15.43 1,885 -17.25 0.0865
2015-02-13 2014-12-31 13F NEXTERA ENERGY COM 65339F101 21,413 -782 -3.52 2,278 9.26 0.1136
2014-11-13 2014-09-30 13F NEXTERA ENERGY COM 65339F101 22,195 505 2.33 2,085 -6.12 0.1045
2014-08-14 2014-06-30 13F NEXTERA ENERGY COM 65339F101 21,690 1,313 6.44 2,221 14.01 0.1145
2014-05-15 2014-03-31 13F NEXTERA ENERGY COM 65339F101 20,377 1,083 5.61 1,948 17.85 0.1092
2014-02-11 2013-12-31 13F NEXTERA ENERGY COM 65339F101 19,294 -4,122 -17.60 1,653 -11.98 0.0908
2013-11-13 2013-09-30 13F NEXTERA ENERGY COM 65339F101 23,416 -2,055 -8.07 1,878 -9.45 0.1076
2013-08-14 2013-06-30 13F NEXTERA ENERGY COM 65339F101 25,471 25,471 2,074 0.1174
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.