NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionFirst Merchants Corp
Latest Disclosed Ownership93,087 shares
Latest Disclosed Value $ 8,645,921
First Merchants Corp reports 0.53% decrease in ownership of NEE / NextEra Energy, Inc.

On April 16, 2026 - First Merchants Corp filed a 13F-HR form disclosing ownership of 93,087 shares of NextEra Energy, Inc. (MX:NEE) valued at $8,645,921 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 12, 2026 disclosing 93,580 shares of NextEra Energy, Inc.. This represents a change in shares of -0.53% 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)
2026-04-16 2026-03-31 13F NEXTERA ENERGY Equities 65339F101 93,087 -493 -0.53 8,646 15.08 0.3211
2026-01-12 2025-12-31 13F NEXTERA ENERGY Equities 65339F101 93,580 979 1.06 7,513 7.47 0.2782
2025-10-22 2025-09-30 13F NEXTERA ENERGY Equities 65339F101 92,601 -3,623 -3.77 6,990 4.66 0.2635
2025-07-23 2025-06-30 13F NEXTERA ENERGY Equities 65339F101 96,224 126 0.13 6,680 -1.95 0.2584
2025-04-24 2025-03-31 13F NEXTERA ENERGY Equities 65339F101 96,098 -949 -0.98 6,812 -2.08 0.2718
2025-01-30 2024-12-31 13F NEXTERA ENERGY Equities 65339F101 97,047 -202 -0.21 6,957 -15.36 0.2673
2024-10-24 2024-09-30 13F NEXTERA ENERGY Equities 65339F101 97,249 981 1.02 8,220 20.60 0.3139
2024-07-25 2024-06-30 13F NEXTERA ENERGY Equities 65339F101 96,268 3,820 4.13 6,817 15.39 0.2743
2024-04-25 2024-03-31 13F NEXTERA ENERGY INC COM COMMON STOCK 65339F101 92,448 5,463 6.28 5,907 11.81 0.4442
2024-01-25 2023-12-31 13F NEXTERA ENERGY INC COM COMMON STOCK 65339F101 86,985 548 0.63 5,283 6.71 0.4329
2023-10-26 2023-09-30 13F NEXTERA ENERGY INC COM COMMON STOCK 65339F101 86,437 1,062 1.24 4,952 -21.83 0.4413
2023-07-25 2023-06-30 13F NEXTERA ENERGY INC COM COMMON STOCK 65339F101 85,375 1,660 1.98 6,335 -1.83 0.5357
2023-04-25 2023-03-31 13F NEXTERA ENERGY INC COM COMMON STOCK 65339F101 83,715 -3,995 -4.55 6,453 -12.00 0.5746
2023-01-26 2022-12-31 13F NEXTERA ENERGY INC COM COMMON STOCK 65339F101 87,710 7,383 9.19 7,333 16.42 0.6717
2022-10-25 2022-09-30 13F NEXTERA ENERGY INC COM COMMON STOCK 65339F101 80,327 1,091 1.38 6,298 2.62 0.6306
2022-07-26 2022-06-30 13F NEXTERA ENERGY INC COM COMMON STOCK 65339F101 79,236 369 0.47 6,137 -8.14 0.6065
2022-04-26 2022-03-31 13F NEXTERA ENERGY INC COM COMMON STOCK 65339F101 78,867 1,661 2.15 6,681 -7.31 0.5468
2022-01-27 2021-12-31 13F NEXTERA ENERGY INC COM COMMON STOCK 65339F101 77,206 371 0.48 7,208 19.48 0.5565
2021-10-26 2021-09-30 13F NEXTERA ENERGY INC COM COMMON STOCK 65339F101 76,835 -2,311 -2.92 6,033 4.02 0.3841
2021-07-26 2021-06-30 13F NEXTERA ENERGY INC COM COMMON STOCK 65339F101 79,146 -1,226 -1.53 5,800 -4.56 0.3770
2021-04-22 2021-03-31 13F NEXTERA ENERGY INC COM COMMON STOCK 65339F101 80,372 7,060 9.63 6,077 7.44 0.4048
2021-01-28 2020-12-31 13F NEXTERA ENERGY INC COM COMMON STOCK 65339F101 73,312 56,484 335.65 5,656 21.11 0.3897
2020-10-28 2020-09-30 13F NEXTERA ENERGY INC COM COMMON STOCK 65339F101 16,828 101 0.60 4,670 16.26 0.3557
2020-07-23 2020-06-30 13F NEXTERA ENERGY INC COM COMMON STOCK 65339F101 16,727 -70 -0.42 4,017 -0.62 0.3389
2020-04-23 2020-03-31 13F NEXTERA ENERGY INC COM COMMON STOCK 65339F101 16,797 200 1.21 4,042 0.55 0.5231
2020-01-30 2019-12-31 13F NEXTERA ENERGY INC COM COMMON STOCK 65339F101 16,597 -10 -0.06 4,020 3.90 0.4116
2019-10-24 2019-09-30 13F NEXTERA ENERGY INC COM COMMON STOCK 65339F101 16,607 608 3.80 3,869 18.07 0.4112
2019-07-25 2019-06-30 13F NEXTERA ENERGY INC COM COMMON STOCK 65339F101 15,999 2,351 17.23 3,277 24.18 0.5214
2019-04-25 2019-03-31 13F NEXTERA ENERGY INC COM COMMON STOCK 65339F101 13,648 2,610 23.65 2,639 37.52 0.4261
2019-01-31 2018-12-31 13F NEXTERA ENERGY INC COM COMMON STOCK 65339F101 11,038 440 4.15 1,919 7.99 0.3683
2018-10-24 2018-09-30 13F NEXTERA ENERGY INC COM COMMON STOCK 65339F101 10,598 180 1.73 1,777 2.13 0.2913
2018-07-26 2018-06-30 13F NEXTERA ENERGY INC COM COMMON STOCK 65339F101 10,418 -39 -0.37 1,740 1.87 0.3028
2018-04-26 2018-03-31 13F NEXTERA ENERGY INC COM COMMON STOCK 65339F101 10,457 -430 -3.95 1,708 0.41 0.2867
2018-01-30 2017-12-31 13F NEXTERA ENERGY INC COM COMMON STOCK 65339F101 10,887 -1,140 -9.48 1,701 -3.52 0.2900
2017-10-31 2017-09-30 13F NEXTERA ENERGY INC COM COMMON STOCK 65339F101 12,027 4,110 51.91 1,763 58.97 0.3046
2017-07-27 2017-06-30 13F NEXTERA ENERGY INC COM COMMON STOCK 65339F101 7,917 0 0.00 1,109 9.05 0.3064
2017-04-27 2017-03-31 13F NEXTERA ENERGY INC COM COMMON STOCK 65339F101 7,917 -247 -3.03 1,017 4.31 0.2833
2017-01-26 2016-12-31 13F NEXTERA ENERGY INC COM COMMON STOCK 65339F101 8,164 -78 -0.95 975 -3.27 0.2888
2016-10-25 2016-09-30 13F NEXTERA ENERGY INC COM COMMON STOCK 65339F101 8,242 -177 -2.10 1,008 -8.20 0.3231
2016-07-26 2016-06-30 13F NEXTERA ENERGY INC COM COMMON STOCK 65339F101 8,419 -120 -1.41 1,098 8.61 0.3620
2016-04-26 2016-03-31 13F NEXTERA ENERGY INC COM COMMON STOCK 65339F101 8,539 70 0.83 1,011 14.89 0.3582
2016-02-01 2015-12-31 13F NEXTERA ENERGY INC COM COMMON STOCK 65339F101 8,469 -85 -0.99 880 5.52 0.3103
2015-10-22 2015-09-30 13F NEXTERA ENERGY INC COM COMMON STOCK 65339F101 8,554 -400 -4.47 834 -5.01 0.2978
2015-07-23 2015-06-30 13F NEXTERA ENERGY INC COM COMMON STOCK 65339F101 8,954 110 1.24 878 -4.57 0.2742
2015-04-27 2015-03-31 13F NEXTERA ENERGY INC COM COMMON STOCK 65339F101 8,844 8,844 0.00 920 0.2839
2015-01-27 2014-12-31 13F NEXTERA ENERGY INC COM COMMON STOCK 65339F101 0 -9,169 -100.00 0 -100.00
2014-10-23 2014-09-30 13F NEXTERA ENERGY INC COM COMMON STOCK 65339F101 9,169 -1,450 -13.65 861 -20.86 0.2751
2014-07-24 2014-06-30 13F NEXTERA ENERGY INC COM COMMON STOCK 65339F101 10,619 -300 -2.75 1,088 4.21 0.3391
2014-04-29 2014-03-31 13F NEXTERA ENERGY INC COM COMMON STOCK 65339F101 10,919 -350 -3.11 1,044 8.19 0.3367
2014-01-31 2013-12-31 13F NEXTERA ENERGY INC COM COMMON STOCK 65339F101 11,269 -406 -3.48 965 3.10 0.3169
2013-10-25 2013-09-30 13F NEXTERA ENERGY INC COM COMMON STOCK 65339F101 11,675 -275 -2.30 936 -3.90 0.3173
2013-07-23 2013-06-30 13F NEXTERA ENERGY INC COM COMMON STOCK 65339F101 11,950 11,950 974 0.3458
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.