NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionFiduciary Group LLC
Latest Disclosed Ownership9,074 shares
Latest Disclosed Value $ 842,793
Fiduciary Group LLC ownership in NEE / NextEra Energy, Inc.

On May 11, 2026 - Fiduciary Group LLC filed a 13F-HR form disclosing ownership of 9,074 shares of NextEra Energy, Inc. (MX:NEE) valued at $842,793 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 9,074 shares of NextEra Energy, Inc.. This represents a change in shares of 0.00% 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)
2026-05-11 2026-03-31 13F NEXTERA ENERGY COM 65339F101 9,074 0 0.00 843 15.66 0.0720
2026-02-12 2025-12-31 13F NEXTERA ENERGY COM 65339F101 9,074 -30 -0.33 728 5.97 0.0612
2025-11-12 2025-09-30 13F NEXTERA ENERGY COM 65339F101 9,104 1,178 14.86 687 24.91 0.0604
2025-08-13 2025-06-30 13F NEXTERA ENERGY COM 65339F101 7,926 -140 -1.74 550 -3.68 0.0518
2025-04-28 2025-03-31 13F NEXTERA ENERGY COM 65339F101 8,066 -192 -2.33 572 -3.55 0.0573
2025-02-11 2024-12-31 13F NEXTERA ENERGY COM 65339F101 8,258 -130 -1.55 592 -16.50 0.0594
2024-11-13 2024-09-30 13F NEXTERA ENERGY COM 65339F101 8,388 -22 -0.26 709 19.16 0.0718
2024-08-08 2024-06-30 13F NEXTERA ENERGY COM 65339F101 8,410 -225 -2.61 596 7.99 0.0640
2024-05-13 2024-03-31 13F NEXTERA ENERGY COM 65339F101 8,635 340 4.10 552 9.54 0.0601
2024-02-05 2023-12-31 13F NEXTERA ENERGY COM 65339F101 8,295 -2,324 -21.89 504 -17.27 0.0590
2023-11-13 2023-09-30 13F/A-1 NEXTERA ENERGY COM 65339F101 10,619 -147 -1.37 608 -23.81 0.0777
2023-11-13 2023-09-30 13F NEXTERA ENERGY COM 65339F101 10,619 -147 608 0.0777
2023-07-27 2023-06-30 13F NEXTERA ENERGY COM 65339F101 10,766 -392 -3.51 799 -7.21 0.0981
2023-05-15 2023-03-31 13F/A-1 NEXTERA ENERGY COM 65339F101 11,158 194 1.77 860 -6.11 0.1118
2023-05-15 2023-03-31 13F NEXTERA ENERGY COM 65339F101 10,766 -198 839 0.1079
2023-02-07 2022-12-31 13F NEXTERA ENERGY COM 65339F101 10,964 -40 -0.36 917 0.00 0.1221
2022-11-14 2022-09-30 13F NEXTERA ENERGY COM 65339F101 11,004 -104 -0.94 916 -7.75 0.1187
2022-08-12 2022-06-30 13F NEXTERA ENERGY COM 65339F101 11,108 975 9.62 993 39.66 0.1240
2022-05-13 2022-03-31 13F NEXTERA ENERGY COM 65339F101 10,133 80 0.80 711 -24.28 0.0939
2022-02-14 2021-12-31 13F NEXTERA ENERGY COM 65339F101 10,053 165 1.67 939 11.12 0.1044
2021-10-27 2021-09-30 13F NEXTERA ENERGY COM 65339F101 9,888 82 0.84 845 7.92 0.0959
2021-08-05 2021-06-30 13F NEXTERA ENERGY COM 65339F101 9,806 234 2.44 783 5.53 0.0906
2021-05-03 2021-03-31 13F NEXTERA ENERGY COM 65339F101 9,572 2,040 27.08 742 17.41 0.0903
2021-02-12 2020-12-31 13F NEXTERA ENERGY COM 65339F101 7,532 -2,377 -23.99 632 -77.02 0.0834
2020-11-12 2020-09-30 13F NEXTERA ENERGY COM 65339F101 9,909 23 0.23 2,750 15.84 0.4154
2020-08-14 2020-06-30 13F NEXTERA ENERGY COM 65339F101 9,886 0 0.00 2,374 -0.21 0.3962
2020-05-11 2020-03-31 13F NEXTERA ENERGY COM 65339F101 9,886 -20 -0.20 2,379 -0.83 0.4668
2020-02-14 2019-12-31 13F NEXTERA ENERGY COM 65339F101 9,906 -25 -0.25 2,399 3.67 0.3826
2019-11-13 2019-09-30 13F NEXTERA ENERGY COM 65339F101 9,931 0 0.00 2,314 13.77 0.4048
2019-08-05 2019-06-30 13F NEXTERA ENERGY COM 65339F101 9,931 0 0.00 2,034 5.94 0.3653
2019-05-08 2019-03-31 13F NEXTERA ENERGY COM 65339F101 9,931 281 2.91 1,920 14.49 0.3574
2019-02-13 2018-12-31 13F NEXTERA ENERGY COM 65339F101 9,650 -84 -0.86 1,677 2.82 0.3467
2018-10-18 2018-09-30 13F NEXTERA ENERGY COM 65339F101 9,734 0 0.00 1,631 0.31 0.3196
2018-08-02 2018-06-30 13F NEXTERA ENERGY COM 65339F101 9,734 84 0.87 1,626 3.17 0.3437
2018-05-14 2018-03-31 13F NEXTERA ENERGY COM 65339F101 9,650 0 0.00 1,576 4.58 0.3416
2018-02-02 2017-12-31 13F NEXTERA ENERGY COM 65339F101 9,650 0 0.00 1,507 6.58 0.3217
2017-11-13 2017-09-30 13F NEXTERA ENERGY COM 65339F101 9,650 0 0.00 1,414 4.59 0.3183
2017-08-11 2017-06-30 13F NEXTERA ENERGY COM 65339F101 9,650 0 0.00 1,352 9.12 0.3120
2017-05-12 2017-03-31 13F NEXTERA ENERGY COM 65339F101 9,650 0 0.00 1,239 7.46 0.2936
2017-02-13 2016-12-31 13F NEXTERA ENERGY COM 65339F101 9,650 -244 -2.47 1,153 -4.71 0.2982
2016-10-25 2016-09-30 13F NEXTERA ENERGY COM 65339F101 9,894 -254 -2.50 1,210 -8.54 0.3279
2016-08-10 2016-06-30 13F NEXTERA ENERGY COM 65339F101 10,148 -163 -1.58 1,323 8.44 0.3674
2016-05-13 2016-03-31 13F NEXTERA ENERGY COM 65339F101 10,311 -729 -6.60 1,220 6.36 0.3532
2016-02-12 2015-12-31 13F NEXTERA ENERGY COM 65339F101 11,040 -299 -2.64 1,147 3.71 0.3418
2015-11-12 2015-09-30 13F NEXTERA ENERGY COM 65339F101 11,339 2 0.02 1,106 -0.45 0.3679
2015-07-30 2015-06-30 13F NEXTERA ENERGY COM 65339F101 11,337 11,337 1,111 0.3496
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.