NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionFiduciary Trust Co
Latest Disclosed Ownership289,287 shares
Latest Disclosed Value $ 26,868,985
Fiduciary Trust Co reports 3.00% decrease in ownership of NEE / NextEra Energy, Inc.

On May 15, 2026 - Fiduciary Trust Co filed a 13F-HR form disclosing ownership of 289,287 shares of NextEra Energy, Inc. (MX:NEE) valued at $26,868,985 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 298,245 shares of NextEra Energy, Inc.. This represents a change in shares of -3.00% 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.

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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 289,287 -8,958 -3.00 26,869 12.22 0.3177
2026-02-13 2025-12-31 13F NEXTERA ENERGY COM 65339F101 298,245 -11,517 -3.72 23,943 2.39 0.2722
2025-11-14 2025-09-30 13F NEXTERA ENERGY COM 65339F101 309,762 5,914 1.95 23,384 10.86 0.2649
2025-08-14 2025-06-30 13F NEXTERA ENERGY COM 65339F101 303,848 8,682 2.94 21,093 0.81 0.2595
2025-05-15 2025-03-31 13F NEXTERA ENERGY COM 65339F101 295,166 2,697 0.92 20,924 -0.21 0.2740
2025-02-14 2024-12-31 13F NEXTERA ENERGY COM 65339F101 292,469 -3,154 -1.07 20,967 -16.10 0.2768
2024-11-14 2024-09-30 13F NEXTERA ENERGY COM 65339F101 295,623 4,105 1.41 24,989 21.06 0.3490
2024-08-14 2024-06-30 13F NEXTERA ENERGY COM 65339F101 291,518 1,973 0.68 20,642 11.55 0.3099
2024-05-14 2024-03-31 13F NEXTERA ENERGY COM 65339F101 289,545 202 0.07 18,505 5.29 0.2839
2024-02-12 2023-12-31 13F NEXTERA ENERGY COM 65339F101 289,343 -17,621 -5.74 17,575 -0.06 0.2936
2023-11-14 2023-09-30 13F NEXTERA ENERGY COM 65339F101 306,964 17,286 5.97 17,586 -18.19 0.3216
2023-08-01 2023-06-30 13F NEXTERA ENERGY COM 65339F101 289,678 -7,776 -2.61 21,494 -6.25 0.3787
2023-05-15 2023-03-31 13F NEXTERA ENERGY COM 65339F101 297,454 11,306 3.95 22,928 -4.16 0.4252
2023-02-14 2022-12-31 13F NEXTERA ENERGY COM 65339F101 286,148 -7,627 -2.60 23,922 3.85 0.4655
2022-11-14 2022-09-30 13F NEXTERA ENERGY COM 65339F101 293,775 4,979 1.72 23,035 2.97 0.4984
2022-08-12 2022-06-30 13F NEXTERA ENERGY COM 65339F101 288,796 -6,016 -2.04 22,370 -10.43 0.4712
2022-05-12 2022-03-31 13F NEXTERA ENERGY COM 65339F101 294,812 -10,225 -3.35 24,974 -12.30 0.4477
2022-02-14 2021-12-31 13F NEXTERA ENERGY COM 65339F101 305,037 -11,157 -3.53 28,478 14.70 0.4683
2021-11-12 2021-09-30 13F NEXTERA ENERGY COM 65339F101 316,194 -3,063 -0.96 24,828 6.13 0.4418
2021-08-16 2021-06-30 13F NEXTERA ENERGY COM 65339F101 319,257 -3,306 -1.02 23,395 -4.08 0.4528
2021-05-19 2021-03-31 13F NEXTERA ENERGY COM 65339F101 322,563 5,608 1.77 24,389 -0.26 0.4949
2021-01-26 2020-12-31 13F NEXTERA ENERGY COM 65339F101 316,955 247,628 357.19 24,453 27.08 0.5096
2020-11-13 2020-09-30 13F NEXTERA ENERGY COM 65339F101 69,327 2,035 3.02 19,242 19.06 0.4534
2020-08-13 2020-06-30 13F NEXTERA ENERGY COM 65339F101 67,292 1,424 2.16 16,162 1.97 0.3999
2020-05-15 2020-03-31 13F NEXTERA ENERGY COM 65339F101 65,868 -90 -0.14 15,849 -0.77 0.4599
2020-02-04 2019-12-31 13F NEXTERA ENERGY COM 65339F101 65,958 1,782 2.78 15,972 6.82 0.3725
2019-11-12 2019-09-30 13F NEXTERA ENERGY COM 65339F101 64,176 6,739 11.73 14,952 27.08 0.3753
2019-08-14 2019-06-30 13F NEXTERA ENERGY COM 65339F101 57,437 -3,933 -6.41 11,766 -0.83 0.3087
2019-05-07 2019-03-31 13F NEXTERA ENERGY COM 65339F101 61,370 -2,751 -4.29 11,864 6.44 0.3189
2019-01-29 2018-12-31 13F NEXTERA ENERGY COM 65339F101 64,121 842 1.33 11,146 5.09 0.3414
2018-11-13 2018-09-30 13F NEXTERA ENERGY COM 65339F101 63,279 -483 -0.76 10,606 -0.42 0.2977
2018-08-03 2018-06-30 13F NEXTERA ENERGY COM 65339F101 63,762 -1,815 -2.77 10,651 -0.56 0.3224
2018-05-07 2018-03-31 13F NEXTERA ENERGY COM 65339F101 65,577 -182 -0.28 10,711 4.28 0.3309
2018-01-29 2017-12-31 13F NEXTERA ENERGY COM 65339F101 65,759 -1,130 -1.69 10,271 4.77 0.3053
2017-11-02 2017-09-30 13F NEXTERA ENERGY COM 65339F101 66,889 -2,031 -2.95 9,803 1.50 0.3016
2017-08-09 2017-06-30 13F NEXTERA ENERGY COM 65339F101 68,920 -2,600 -3.64 9,658 5.20 0.2961
2017-05-15 2017-03-31 13F NEXTERA ENERGY COM 65339F101 71,520 -1,999 -2.72 9,181 4.54 0.2806
2017-02-14 2016-12-31 13F NEXTERA ENERGY COM 65339F101 73,519 -5,800 -7.31 8,782 -9.49 0.2846
2016-11-14 2016-09-30 13F NEXTERA ENERGY COM 65339F101 79,319 -233 -0.29 9,703 -6.47 0.3323
2016-08-12 2016-06-30 13F NEXTERA ENERGY COM 65339F101 79,552 -250 -0.31 10,374 9.85 0.3645
2016-05-16 2016-03-31 13F NEXTERA ENERGY COM 65339F101 79,802 7,658 10.61 9,444 26.00 0.3339
2016-02-03 2015-12-31 13F NEXTERA ENERGY INC COM COMMON 65339F101 72,144 808 1.13 7,495 7.70 0.3178
2015-11-10 2015-09-30 13F NEXTERA ENERGY INC COM COMMON 65339F101 71,336 -803 -1.11 6,959 -1.60 0.3138
2015-08-10 2015-06-30 13F NEXTERA ENERGY INC COM Common 65339F101 72,139 9,482 15.13 7,072 8.48 0.2942
2015-04-28 2015-03-31 13F NEXTERA ENERGY INC COM COMMON 65339F101 62,657 -428 -0.68 6,519 -2.77 0.2699
2015-01-26 2014-12-31 13F NEXTERA ENERGY INC COM Common 65339F101 63,085 1,980 3.24 6,705 16.87 0.2818
2014-11-03 2014-09-30 13F NEXTERA ENERGY INC COM Common 65339F101 61,105 -422 -0.69 5,737 -9.01 0.2530
2014-07-25 2014-06-30 13F NEXTERA ENERGY INC COM Common 65339F101 61,527 -846 -1.36 6,305 5.72 0.2697
2014-05-13 2014-03-31 13F NEXTERA ENERGY INC COM Common 65339F101 62,373 450 0.73 5,964 12.49 0.2639
2014-02-19 2013-12-31 13F NEXTERA ENERGY INC COM Common 65339F101 61,923 -11 -0.02 5,302 6.79 0.2345
2013-10-31 2013-09-30 13F/A-1 NEXTERA ENERGY INC COM Common 65339F101 61,934 -1,120 4,965 0.2286
2013-11-06 2013-09-30 13F/A-2 NEXTERA ENERGY INC COM Common 65339F101 61,934 -1,120 -1.78 4,965 -3.35 0.2286
2013-10-29 2013-09-30 13F NEXTERA ENERGY INC COM Common 65339F101 61,934 4,965
2013-08-08 2013-06-30 13F NEXTERA ENERGY INC COM Common 65339F101 63,054 63,054 5,137 0.2378
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.