NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionFred Alger Management, Llc
Latest Disclosed Ownership54,871 shares
Latest Disclosed Value $ 5,096,418
Fred Alger Management, Llc reports 0.07% decrease in ownership of NEE / NextEra Energy, Inc.

On May 15, 2026 - Fred Alger Management, Llc filed a 13F-HR form disclosing ownership of 54,871 shares of NextEra Energy, Inc. (MX:NEE) valued at $5,096,418 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 54,909 shares of NextEra Energy, Inc.. This represents a change in shares of -0.07% 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 Equity 65339F101 54,871 -38 -0.07 5,096 15.61 0.0142
2026-02-17 2025-12-31 13F NextEra Energy Equity 65339F101 54,909 -56 -0.10 4,408 6.24 0.0173
2025-11-14 2025-09-30 13F NextEra Energy Equity 65339F101 54,965 -1,130 -2.01 4,149 6.55 0.0161
2025-08-14 2025-06-30 13F NextEra Energy Equity 65339F101 56,095 0 0.00 3,894 -2.06 0.0174
2025-05-16 2025-03-31 13F NextEra Energy Equity 65339F101 56,095 1,513 2.77 3,977 1.64 0.0226
2025-02-14 2024-12-31 13F NextEra Energy Equity 65339F101 54,582 -726 -1.31 3,913 -16.32 0.0186
2024-11-14 2024-09-30 13F NEXTERA ENERGY Common 65339F101 55,308 -124,493 -69.24 4,675 -63.28 0.0227
2024-08-14 2024-06-30 13F NEXTERA ENERGY Common 65339F101 179,801 130,829 267.15 12,732 306.87 0.0619
2024-05-15 2024-03-31 13F NEXTERA ENERGY Common 65339F101 48,972 2,528 5.44 3,130 10.92 0.0155
2024-02-14 2023-12-31 13F NEXTERA ENERGY Common 65339F101 46,444 3,770 8.83 2,821 15.43 0.0152
2023-11-14 2023-09-30 13F NEXTERA ENERGY Common 65339F101 42,674 0 0.00 2,445 -22.80 0.0130
2023-11-14 2023-09-30 13F NEXTERA ENERGY Common 65339F101 42,674 0 2,445 0.0130
2023-08-14 2023-06-30 13F NEXTERA ENERGY Common 65339F101 42,674 0 0.00 3,166 -3.74 0.0162
2023-05-16 2023-03-31 13F/A-1 NEXTERA ENERGY Common 65339F101 42,674 -2,163,883 -98.07 3,289 -98.22 0.0176
2023-05-15 2023-03-31 13F NEXTERA ENERGY Common 65339F101 42,674 -2,163,883 3,289 0.0163
2023-02-14 2022-12-31 13F NEXTERA ENERGY Common 65339F101 2,206,557 -4,942 -0.22 184,468 6.38 0.9999
2022-11-15 2022-09-30 13F NEXTERA ENERGY Common 65339F101 2,211,499 270,651 13.94 173,404 15.34 0.8786
2022-08-15 2022-06-30 13F NEXTERA ENERGY Common 65339F101 1,940,848 630,277 48.09 150,338 35.42 0.7021
2022-05-16 2022-03-31 13F NEXTERA ENERGY Common 65339F101 1,310,571 812,585 163.17 111,018 138.79 0.3547
2022-02-14 2021-12-31 13F NEXTERA ENERGY Common 65339F101 497,986 471,076 1,750.56 46,492 2,100.28 0.1165
2021-11-15 2021-09-30 13F NEXTERA ENERGY Common 65339F101 26,910 835 3.20 2,113 10.57 0.0050
2021-08-16 2021-06-30 13F NEXTERA ENERGY Common 65339F101 26,075 0 0.00 1,911 -3.09 0.0045
2021-05-17 2021-03-31 13F NEXTERA ENERGY Common 65339F101 26,075 0 0.00 1,972 -1.99 0.0052
2021-02-16 2020-12-31 13F NEXTERA ENERGY Common 65339F101 26,075 19,527 298.21 2,012 10.73 0.0052
2020-11-13 2020-09-30 13F NEXTERA ENERGY Common 65339F101 6,548 0 0.00 1,817 15.51 0.0053
2020-08-14 2020-06-30 13F NEXTERA ENERGY Common 65339F101 6,548 0 0.00 1,573 -0.19 0.0052
2020-05-19 2020-03-31 13F/A-1 NEXTERA ENERGY Common 65339F101 6,548 -116 -1.74 1,576 -2.35 0.0069
2020-05-15 2020-03-31 13F NEXTERA ENERGY Common 65339F101 6,548 -116 1,576 6,934.0143
2020-02-14 2019-12-31 13F NEXTERA ENERGY Common 65339F101 6,664 0 0.00 1,614 3.93 0.0059
2019-11-14 2019-09-30 13F NEXTERA ENERGY Common 65339F101 6,664 -19,297 -74.33 1,553 -70.80 0.0061
2019-08-14 2019-06-30 13F NEXTERA ENERGY Common 65339F101 25,961 -11,326 -30.38 5,318 -26.22 0.0204
2019-05-14 2019-03-31 13F NEXTERA ENERGY Common 65339F101 37,287 31,782 577.33 7,208 653.19 0.0287
2019-02-14 2018-12-31 13F NEXTERA ENERGY Common 65339F101 5,505 -5 -0.09 957 3.68 0.0044
2018-11-14 2018-09-30 13F NEXTERA ENERGY Common 65339F101 5,510 37 0.68 923 0.98 0.0035
2018-07-19 2018-06-30 13F NEXTERA ENERGY Common 65339F101 5,473 5,347 4,243.65 914 4,252.38 0.0038
2018-05-10 2018-03-31 13F NEXTERA ENERGY Common 65339F101 126 86 215.00 21 250.00 0.0001
2018-02-14 2017-12-31 13F NEXTERA ENERGY Common 65339F101 40 0 0.00 6 0.00 0.0000
2017-11-14 2017-09-30 13F NEXTERA ENERGY Common 65339F101 40 -93 -69.92 6 -68.42 0.0000
2017-08-14 2017-06-30 13F NEXTERA ENERGY Common 65339F101 133 -97 -42.17 19 -36.67 0.0001
2017-05-15 2017-03-31 13F NEXTERA ENERGY Common 65339F101 230 -28 -10.85 30 -3.23 0.0001
2017-02-14 2016-12-31 13F NEXTERA ENERGY Common 65339F101 258 37 16.74 31 14.81 0.0002
2016-11-14 2016-09-30 13F NEXTERA ENERGY Common 65339F101 221 95 75.40 27 68.75 0.0001
2016-08-15 2016-06-30 13F NEXTERA ENERGY Common 65339F101 126 92 270.59 16 300.00 0.0001
2016-05-16 2016-03-31 13F NEXTERA ENERGY Common 65339F101 34 -1,566 -97.88 4 -97.59 0.0000
2016-02-16 2015-12-31 13F NEXTERA ENERGY Common 65339F101 1,600 1,531 2,218.84 166 2,666.67 0.0008
2014-02-14 2013-12-31 13F NEXTERA ENERGY Common 65339F101 69 -111 -61.67 6 -57.14 0.0000
2013-11-14 2013-09-30 13F NEXTERA ENERGY Common 65339F101 180 -50 -21.74 14 -26.32 0.0001
2013-08-14 2013-06-30 13F NEXTERA ENERGY Common 65339F101 230 230 19 0.0001
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.