NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionFreestone Capital Holdings, LLC
Latest Disclosed Ownership129,822 shares
Latest Disclosed Value $ 12,057,874
Freestone Capital Holdings, LLC reports 1.09% increase in ownership of NEE / NextEra Energy, Inc.

On May 13, 2026 - Freestone Capital Holdings, LLC filed a 13F-HR form disclosing ownership of 129,822 shares of NextEra Energy, Inc. (MX:NEE) valued at $12,057,874 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 128,419 shares of NextEra Energy, Inc.. This represents a change in shares of 1.09% 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 129,822 1,403 1.09 12,058 16.96 0.3657
2026-01-23 2025-12-31 13F NEXTERA ENERGY COM 65339F101 128,419 4,995 4.05 10,309 10.65 0.3050
2025-11-12 2025-09-30 13F NEXTERA ENERGY COM 65339F101 123,424 -3,375 -2.66 9,317 5.85 0.2854
2025-08-05 2025-06-30 13F NEXTERA ENERGY COM 65339F101 126,799 -47,038 -27.06 8,802 -28.57 0.2970
2025-05-13 2025-03-31 13F NEXTERA ENERGY COM 65339F101 173,837 14,230 8.92 12,323 7.70 0.4596
2025-02-06 2024-12-31 13F NEXTERA ENERGY COM 65339F101 159,607 4,171 2.68 11,442 -12.92 0.3957
2024-11-14 2024-09-30 13F NEXTERA ENERGY COM 65339F101 155,436 -4,917 -3.07 13,139 15.72 0.4515
2024-11-22 2024-06-30 13F/A-1 NEXTERA ENERGY COM 65339F101 160,353 -722 -0.45 11,355 10.30 0.4057
2024-08-13 2024-06-30 13F NEXTERA ENERGY COM 65339F101 160,353 -722 11,355 0.4057
2024-11-22 2024-03-31 13F/A-1 NEXTERA ENERGY COM 65339F101 161,075 29,260 22.20 10,294 28.58 0.3835
2024-05-14 2024-03-31 13F NEXTERA ENERGY COM 65339F101 161,075 29,260 10,294 0.3835
2024-02-13 2023-12-31 13F NEXTERA ENERGY COM 65339F101 131,815 -23,148 -14.94 8,006 -9.81 0.3593
2023-11-14 2023-09-30 13F NEXTERA ENERGY COM 65339F101 154,963 11,195 7.79 8,878 -16.78 0.4697
2023-08-09 2023-06-30 13F NEXTERA ENERGY COM 65339F101 143,768 12,353 9.40 10,668 5.31 0.4299
2023-05-12 2023-03-31 13F NEXTERA ENERGY COM 65339F101 131,415 -5,222 -3.82 10,130 -11.32 0.4486
2023-02-13 2022-12-31 13F NEXTERA ENERGY COM 65339F101 136,637 441 0.32 11,423 6.96 0.5225
2022-11-09 2022-09-30 13F NEXTERA ENERGY COM 65339F101 136,196 -11,606 -7.85 10,679 -6.73 0.4817
2022-08-09 2022-06-30 13F NEXTERA ENERGY COM 65339F101 147,802 -14,262 -8.80 11,449 -16.60 0.4370
2022-05-12 2022-03-31 13F NEXTERA ENERGY COM 65339F101 162,064 9,205 6.02 13,728 -3.80 0.5517
2022-02-14 2021-12-31 13F NEXTERA ENERGY COM 65339F101 152,859 6,752 4.62 14,271 24.40 0.6030
2021-11-15 2021-09-30 13F NEXTERA ENERGY COM 65339F101 146,107 32,167 28.23 11,472 37.39 0.5753
2021-08-16 2021-06-30 13F NEXTERA ENERGY COM 65339F101 113,940 4,833 4.43 8,350 1.21 0.4191
2021-05-17 2021-03-31 13F NEXTERA ENERGY COM 65339F101 109,107 7,498 7.38 8,250 5.24 0.4487
2021-02-16 2020-12-31 13F NEXTERA ENERGY COM 65339F101 101,609 73,738 264.57 7,839 1.34 0.4574
2020-11-06 2020-09-30 13F NEXTERA ENERGY COM 65339F101 27,871 8,054 40.64 7,736 62.50 0.5040
2020-08-04 2020-06-30 13F NEXTERA ENERGY COM 65339F101 19,817 13,088 194.50 4,760 194.01 0.0558
2020-05-12 2020-03-31 13F NEXTERA ENERGY COM 65339F101 6,729 -11,735 -63.56 1,619 -63.79 0.0350
2020-02-04 2019-12-31 13F NEXTERA ENERGY COM 65339F101 18,464 11,320 158.45 4,471 168.69 0.0926
2019-11-07 2019-09-30 13F NEXTERA ENERGY COM 65339F101 7,144 4,666 188.30 1,664 227.56 0.0401
2019-08-05 2019-06-30 13F NEXTERA ENERGY COM 65339F101 2,478 1,110 81.14 508 92.42 0.0130
2019-05-08 2019-03-31 13F NEXTERA ENERGY COM 65339F101 1,368 1,368 -71.40 264 -21.43 0.0157
2014-02-13 2013-12-31 13F NEXTERA ENERGY COM 65339F101 0 -4,783 -100.00 0 -100.00
2013-11-14 2013-09-30 13F NEXTERA ENERGY COM 65339F101 4,783 4,783 336 0.0598
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.