NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionFirst Trust Advisors Lp
Latest Disclosed Ownership783,962 shares
Latest Disclosed Value $ 72,814,381
First Trust Advisors Lp reports 22.98% decrease in ownership of NEE / NextEra Energy, Inc.

On May 13, 2026 - First Trust Advisors Lp filed a 13F-HR form disclosing ownership of 783,962 shares of NextEra Energy, Inc. (MX:NEE) valued at $72,814,381 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 1,017,934 shares of NextEra Energy, Inc.. This represents a change in shares of -22.98% 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)
2026-05-13 2026-03-31 13F NEXTERA ENERGY COM 65339F101 783,962 -233,972 -22.98 72,814 -10.90 0.0519
2026-02-13 2025-12-31 13F NEXTERA ENERGY COM 65339F101 1,017,934 -36,056 -3.42 81,720 2.71 0.0594
2025-11-12 2025-09-30 13F NEXTERA ENERGY COM 65339F101 1,053,990 -236,735 -18.34 79,566 -11.20 0.0591
2025-08-13 2025-06-30 13F NEXTERA ENERGY COM 65339F101 1,290,725 300,747 30.38 89,602 27.68 0.0721
2025-05-14 2025-03-31 13F NEXTERA ENERGY COM 65339F101 989,978 -59,971 -5.71 70,180 -6.76 0.0622
2025-02-13 2024-12-31 13F NEXTERA ENERGY COM 65339F101 1,049,949 819,518 355.65 75,271 286.44 0.0664
2024-11-13 2024-09-30 13F NEXTERA ENERGY COM 65339F101 230,431 -56,818 -19.78 19,478 -4.24 0.0186
2024-08-13 2024-06-30 13F NEXTERA ENERGY COM 65339F101 287,249 -756,438 -72.48 20,340 -69.51 0.0207
2024-05-13 2024-03-31 13F NEXTERA ENERGY COM 65339F101 1,043,687 -189,036 -15.33 66,702 -10.92 0.0677
2024-02-13 2023-12-31 13F NEXTERA ENERGY COM 65339F101 1,232,723 80,414 6.98 74,876 13.42 0.0817
2023-11-13 2023-09-30 13F NEXTERA ENERGY COM 65339F101 1,152,309 121,170 11.75 66,016 -13.72 0.0782
2023-08-14 2023-06-30 13F NEXTERA ENERGY COM 65339F101 1,031,139 -89,332 -7.97 76,511 -11.41 0.0870
2023-05-15 2023-03-31 13F NEXTERA ENERGY COM 65339F101 1,120,471 56,576 5.32 86,366 -2.90 0.0997
2023-02-09 2022-12-31 13F NEXTERA ENERGY COM 65339F101 1,063,895 104,813 10.93 88,944 18.27 0.1058
2022-11-14 2022-09-30 13F NEXTERA ENERGY COM 65339F101 959,082 -64,938 -6.34 75,202 -5.19 0.0975
2022-08-12 2022-06-30 13F NEXTERA ENERGY COM 65339F101 1,024,020 168,099 19.64 79,321 9.40 0.0979
2022-05-13 2022-03-31 13F NEXTERA ENERGY COM 65339F101 855,921 66,077 8.37 72,505 -1.67 0.0742
2022-02-08 2021-12-31 13F NEXTERA ENERGY COM 65339F101 789,844 -107,044 -11.94 73,740 4.71 0.0717
2021-11-15 2021-09-30 13F NEXTERA ENERGY COM 65339F101 896,888 -88,241 -8.96 70,424 -2.43 0.0757
2021-10-12 2021-06-30 13F/A-1 NEXTERA ENERGY COM 65339F101 985,129 -18,662 -1.86 72,175 -4.90 0.0781
2021-08-16 2021-06-30 13F NEXTERA ENERGY COM 65339F101 2,195,958 1,192,167 160,920 0.1660
2021-05-14 2021-03-31 13F NEXTERA ENERGY COM 65339F101 1,003,791 131,380 15.06 75,897 12.76 0.0919
2021-02-02 2020-12-31 13F NEXTERA ENERGY COM 65339F101 872,411 650,976 293.98 67,307 9.51 0.0892
2020-11-05 2020-09-30 13F NEXTERA ENERGY COM 65339F101 221,435 -22,536 -9.24 61,461 4.89 0.0984
2020-07-22 2020-06-30 13F NEXTERA ENERGY COM 65339F101 243,971 12,596 5.44 58,595 5.25 0.1016
2020-05-06 2020-03-31 13F NEXTERA ENERGY COM 65339F101 231,375 -52,202 -18.41 55,673 -18.93 0.1261
2020-02-03 2019-12-31 13F NEXTERA ENERGY COM 65339F101 283,577 49,994 21.40 68,671 26.18 0.1173
2019-11-04 2019-09-30 13F NEXTERA ENERGY COM 65339F101 233,583 -248,852 -51.58 54,423 -44.93 0.1025
2019-07-30 2019-06-30 13F NEXTERA ENERGY COM 65339F101 482,435 151,601 45.82 98,832 54.53 0.1863
2019-06-19 2019-03-31 13F/A-1 NEXTERA ENERGY COM 65339F101 330,834 9,085 2.82 63,957 14.36 0.1272
2019-05-09 2019-03-31 13F NEXTERA ENERGY COM 65339F101 330,834 9,085 63,957
2019-02-07 2018-12-31 13F NEXTERA ENERGY COM 65339F101 321,749 24,487 8.24 55,926 12.25 0.1326
2018-10-25 2018-09-30 13F NEXTERA ENERGY COM 65339F101 297,262 65,017 28.00 49,821 28.43 0.0928
2018-08-02 2018-06-30 13F NEXTERA ENERGY COM 65339F101 232,245 4,135 1.81 38,792 4.12 0.0804
2018-04-23 2018-03-31 13F NEXTERA ENERGY COM 65339F101 228,110 -27,468 -10.75 37,257 -6.67 0.0856
2018-02-08 2017-12-31 13F NEXTERA ENERGY COM 65339F101 255,578 -271,344 -51.50 39,919 -48.30 0.0950
2017-10-24 2017-09-30 13F NEXTERA ENERGY COM 65339F101 526,922 62,896 13.55 77,220 18.76 0.1986
2017-08-02 2017-06-30 13F NEXTERA ENERGY COM 65339F101 464,026 204,989 79.14 65,024 95.54 0.1735
2017-05-02 2017-03-31 13F NEXTERA ENERGY COM 65339F101 259,037 23,566 10.01 33,253 18.22 0.0922
2017-02-06 2016-12-31 13F NEXTERA ENERGY COM 65339F101 235,471 -62,036 -20.85 28,129 -22.70 0.0837
2016-11-01 2016-09-30 13F NEXTERA ENERGY COM 65339F101 297,507 -124,399 -29.49 36,391 -33.85 0.1086
2016-08-04 2016-06-30 13F NEXTERA ENERGY COM 65339F101 421,906 -98,076 -18.86 55,017 -10.59 0.1733
2016-05-10 2016-03-31 13F NEXTERA ENERGY COM 65339F101 519,982 321,133 161.50 61,535 197.87 0.1977
2016-05-04 2015-12-31 13F/A-1 NEXTERA ENERGY COM 65339F101 198,849 -2,896 -1.44 20,658 4.97 0.0536
2016-02-03 2015-12-31 13F NEXTERA ENERGY COM 65339F101 198,849 20,658
2015-11-05 2015-09-30 13F NEXTERA ENERGY COM 65339F101 201,745 42,510 26.70 19,680 26.07 0.0570
2015-08-04 2015-06-30 13F NEXTERA ENERGY COM 65339F101 159,235 45,373 39.85 15,610 31.76 0.0405
2015-05-04 2015-03-31 13F NEXTERA ENERGY COM 65339F101 113,862 -28,357 -19.94 11,847 -21.63 0.0348
2015-02-13 2014-12-31 13F NEXTERA ENERGY COM 65339F101 142,219 27,949 24.46 15,116 40.90 0.0510
2014-11-12 2014-09-30 13F NEXTERA ENERGY COM 65339F101 114,270 10,453 10.07 10,728 0.84 0.0422
2014-08-11 2014-06-30 13F NEXTERA ENERGY COM 65339F101 103,817 -179,009 -63.29 10,639 -60.66 0.0442
2014-05-12 2014-03-31 13F NEXTERA ENERGY COM 65339F101 282,826 -252,720 -47.19 27,044 -41.02 0.1188
2014-08-08 2013-12-31 13F/A-1 NEXTERA ENERGY COM 65339F101 535,546 -174,907 -24.62 45,853 -19.49 0.2223
2014-02-13 2013-12-31 13F NEXTERA ENERGY COM 65339F101 735,115 62,941
2013-11-12 2013-09-30 13F NEXTERA ENERGY COM 65339F101 710,453 13,701 1.97 56,950 0.32 0.3087
2013-08-12 2013-06-30 13F NEXTERA ENERGY COM 65339F101 696,752 696,752 56,771 0.3694
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.