NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionGlobal Retirement Partners, LLC
Latest Disclosed Ownership93,249 shares
Latest Disclosed Value $ 7,486,032
Global Retirement Partners, LLC reports 41.20% increase in ownership of NEE / NextEra Energy, Inc.

On February 6, 2026 - Global Retirement Partners, LLC filed a 13F-HR form disclosing ownership of 93,249 shares of NextEra Energy, Inc. (MX:NEE) valued at $7,486,032 USD as of December 31, 2025. The entity filed a previous 13F-HR on October 21, 2025 disclosing 66,041 shares of NextEra Energy, Inc.. This represents a change in shares of 41.20% 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)
2026-02-06 2025-12-31 13F NEXTERA ENERGY COM 65339F101 93,249 27,208 41.20 7,486 50.17 0.1328
2025-10-21 2025-09-30 13F NEXTERA ENERGY COM 65339F101 66,041 -34,979 -34.63 4,985 -28.91 0.1116
2025-08-12 2025-06-30 13F NEXTERA ENERGY COM 65339F101 101,020 -8,414 -7.69 7,013 -10.62 0.1738
2025-01-31 2024-12-31 13F NEXTERA ENERGY COM 65339F101 109,434 -52 -0.05 7,845 -15.23 0.2248
2024-10-16 2024-09-30 13F NEXTERA ENERGY COM 65339F101 109,486 -1,250 -1.13 9,255 18.02 0.2796
2024-07-23 2024-06-30 13F NEXTERA ENERGY COM 65339F101 110,736 16,976 18.11 7,841 30.86 0.2455
2024-04-23 2024-03-31 13F NEXTERA ENERGY COM 65339F101 93,760 4,464 5.00 5,992 11.21 0.2235
2024-01-18 2023-12-31 13F NEXTERA ENERGY COM 65339F101 89,296 6,669 8.07 5,389 28.84 0.2255
2023-10-13 2023-09-30 13F NEXTERA ENERGY COM 65339F101 82,627 4,019 5.11 4,183 -28.29 0.2107
2023-07-20 2023-06-30 13F NEXTERA ENERGY COM 65339F101 78,608 7,292 10.22 5,833 8.48 0.2849
2023-05-08 2023-03-31 13F NEXTERA ENERGY COM 65339F101 71,316 4,546 6.81 5,376 -3.67 0.2856
2023-02-13 2022-12-31 13F NEXTERA ENERGY COM 65339F101 66,770 -15,332 -18.67 5,582 -12.29 0.3834
2022-11-03 2022-09-30 13F NEXTERA ENERGY COM 65339F101 82,102 1,586 1.97 6,363 2.02 0.4816
2022-07-15 2022-06-30 13F NEXTERA ENERGY COM 65339F101 80,516 -446 -0.55 6,237 3.18 0.5009
2022-07-14 2022-03-31 13F NEXTERA ENERGY COM 65339F101 80,962 38,545 90.87 6,045 52.65 0.4751
2022-01-21 2021-12-31 13F NEXTERA ENERGY COM 65339F101 42,417 8,046 23.41 3,960 46.72 3.0651
2021-10-22 2021-09-30 13F NEXTERA ENERGY COM 65339F101 34,371 1,982 6.12 2,699 13.74 0.2669
2021-07-15 2021-06-30 13F NEXTERA ENERGY COM 65339F101 32,389 2,478 8.28 2,373 4.91 0.2431
2021-04-14 2021-03-31 13F NEXTERA ENERGY COM 65339F101 29,911 16,062 115.98 2,262 111.80 0.2648
2021-01-13 2020-12-31 13F NEXTERA ENERGY COM 65339F101 13,849 10,795 353.47 1,068 25.94 0.1338
2020-10-09 2020-09-30 13F NEXTERA ENERGY COM 65339F101 3,054 213 7.50 848 24.34 0.1241
2020-07-13 2020-06-30 13F NEXTERA ENERGY COM 65339F101 2,841 -1 -0.04 682 -0.29 0.1088
2020-04-28 2020-03-31 13F NEXTERA ENERGY COM 65339F101 2,842 265 10.28 684 9.62 0.1294
2020-01-23 2019-12-31 13F NEXTERA ENERGY COM 65339F101 2,577 -2,457 -48.81 624 -46.80 0.0956
2019-11-19 2019-09-30 13F NEXTERA ENERGY COM 65339F101 5,034 3,190 172.99 1,173 210.32 0.1928
2019-11-19 2019-06-30 13F NEXTERA ENERGY COM 65339F101 1,844 37 2.05 378 8.31 0.0724
2019-05-07 2019-03-31 13F NEXTERA ENERGY COM 65339F101 1,807 -246 -11.98 349 -2.24 0.0844
2019-02-22 2018-12-31 13F NEXTERA ENERGY COM 65339F101 2,053 1,262 159.54 357 168.42 0.0912
2018-10-17 2018-09-30 13F NEXTERA ENERGY COM 65339F101 791 -88 -10.01 133 -9.52 0.0301
2018-08-13 2018-06-30 13F NEXTERA ENERGY COM 65339F101 879 -29 -3.19 147 -0.68 0.0372
2018-08-10 2018-03-31 13F NEXTERA ENERGY COM 65339F101 908 9 1.00 148 5.71 0.0408
2018-08-13 2017-12-31 13F NEXTERA ENERGY COM 65339F101 899 106 13.37 140 20.69 0.0385
2018-08-10 2017-09-30 13F NEXTERA ENERGY COM 65339F101 793 -22 -2.70 116 1.75 0.0480
2018-08-10 2017-06-30 13F NEXTERA ENERGY COM 65339F101 815 18 2.26 114 11.76 0.0536
2018-08-10 2017-03-31 13F NEXTERA ENERGY COM 65339F101 797 -109 -12.03 102 -5.56 0.0570
2018-08-10 2016-12-31 13F NEXTERA ENERGY COM 65339F101 906 906 108 0.0726
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.