NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionGrimes & Company, Inc.
Latest Disclosed Ownership18,823 shares
Latest Disclosed Value $ 1,748,335
Grimes & Company, Inc. reports 2.43% increase in ownership of NEE / NextEra Energy, Inc.

On April 21, 2026 - Grimes & Company, Inc. filed a 13F-HR form disclosing ownership of 18,823 shares of NextEra Energy, Inc. (MX:NEE) valued at $1,748,335 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 18,377 shares of NextEra Energy, Inc.. This represents a change in shares of 2.43% 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)
2026-04-21 2026-03-31 13F NEXTERA ENERGY COM 65339F101 18,823 446 2.43 1,748 18.51 0.0402
2026-02-03 2025-12-31 13F NEXTERA ENERGY COM 65339F101 18,377 762 4.33 1,475 10.99 0.0353
2025-10-27 2025-09-30 13F NEXTERA ENERGY COM 65339F101 17,615 223 1.28 1,330 10.11 0.0328
2025-07-22 2025-06-30 13F NEXTERA ENERGY COM 65339F101 17,392 3,322 23.61 1,207 21.06 0.0329
2025-04-17 2025-03-31 13F NEXTERA ENERGY COM 65339F101 14,070 -884 -5.91 997 -7.00 0.0308
2025-01-21 2024-12-31 13F NEXTERA ENERGY COM 65339F101 14,954 4,182 38.82 1,072 17.80 0.0309
2024-10-22 2024-09-30 13F NEXTERA ENERGY COM 65339F101 10,772 621 6.12 911 26.74 0.0246
2024-07-22 2024-06-30 13F NEXTERA ENERGY COM 65339F101 10,151 -798 -7.29 719 2.72 0.0215
2024-04-17 2024-03-31 13F NEXTERA ENERGY COM 65339F101 10,949 -502 -4.38 700 0.58 0.0215
2024-01-24 2023-12-31 13F NEXTERA ENERGY COM 65339F101 11,451 -1,949 -14.54 696 -9.39 0.0230
2023-10-19 2023-09-30 13F NEXTERA ENERGY COM 65339F101 13,400 -441 -3.19 768 -25.24 0.0297
2023-07-19 2023-06-30 13F NEXTERA ENERGY COM 65339F101 13,841 966 7.50 1,027 3.43 0.0364
2023-04-20 2023-03-31 13F NEXTERA ENERGY COM 65339F101 12,875 18 0.14 992 -7.64 0.0407
2023-01-25 2022-12-31 13F NEXTERA ENERGY COM 65339F101 12,857 -4,027 -23.85 1,075 -18.88 0.0454
2022-10-28 2022-09-30 13F NEXTERA ENERGY COM 65339F101 16,884 -27 -0.16 1,324 1.15 0.0691
2022-07-22 2022-06-30 13F NEXTERA ENERGY COM 65339F101 16,911 16,595 5,251.58 1,309 4,748.15 0.0660
2022-05-06 2022-03-31 13F NEXTERA ENERGY COM 65339F101 316 -16,302 -98.10 27 -98.26 0.0013
2022-05-06 2022-03-31 13F NEXTERA ENERGY COM 65339F101 16,848 1,427
2022-02-01 2021-12-31 13F NEXTERA ENERGY COM 65339F101 16,618 -128 -0.76 1,552 18.02 0.0710
2021-11-08 2021-09-30 13F NEXTERA ENERGY COM 65339F101 16,746 -83 -0.49 1,315 6.65 0.0572
2021-08-04 2021-06-30 13F NEXTERA ENERGY COM 65339F101 16,829 248 1.50 1,233 -1.67 0.0535
2021-05-12 2021-03-31 13F NEXTERA ENERGY COM 65339F101 16,581 -5,251 -24.05 1,254 -25.53 0.0603
2021-02-02 2020-12-31 13F NextEra Energy COM 65339F101 21,832 17,800 441.47 1,684 50.49 0.0875
2020-11-12 2020-09-30 13F NextEra Energy COM 65339F101 4,032 0 0.00 1,119 15.48 0.0716
2020-07-31 2020-06-30 13F NextEra Energy COM 65339F101 4,032 0 0.00 969 -0.10 0.0673
2020-05-05 2020-03-31 13F NextEra Energy COM 65339F101 4,032 11 0.27 970 -0.41 0.0885
2020-02-05 2019-12-31 13F NextEra Energy COM 65339F101 4,021 505 14.36 974 18.93 0.0638
2019-11-05 2019-09-30 13F NextEra Energy COM 65339F101 3,516 -15 -0.42 819 13.12 0.0583
2019-07-30 2019-06-30 13F NextEra Energy COM 65339F101 3,531 0 0.00 724 6.16 0.0549
2019-05-02 2019-03-31 13F NextEra Energy COM 65339F101 3,531 13 0.37 682 11.62 0.0535
2019-02-01 2018-12-31 13F NextEra Energy COM 65339F101 3,518 -70 -1.95 611 1.66 0.0596
2018-11-09 2018-09-30 13F NextEra Energy COM 65339F101 3,588 -95 -2.58 601 -2.28 0.0481
2018-08-10 2018-06-30 13F NextEra Energy COM 65339F101 3,683 20 0.55 615 2.84 0.0544
2018-05-07 2018-03-31 13F NextEra Energy COM 65339F101 3,663 872 31.24 598 37.16 0.0579
2018-02-05 2017-12-31 13F NextEra Energy COM 65339F101 2,791 28 1.01 436 7.65 0.0421
2017-11-03 2017-09-30 13F NextEra Energy COM 65339F101 2,763 0 0.00 405 4.38 0.0431
2017-07-18 2017-06-30 13F NextEra Energy COM 65339F101 2,763 0 0.00 388 9.60 0.0433
2017-05-01 2017-03-31 13F NextEra Energy COM 65339F101 2,763 0 0.00 354 7.27 0.0388
2017-01-24 2016-12-31 13F NextEra Energy COM 65339F101 2,763 -10 -0.36 330 -2.65 0.0383
2016-10-24 2016-09-30 13F NextEra Energy COM 65339F101 2,773 0 0.00 339 -6.35 0.0454
2016-07-25 2016-06-30 13F NextEra Energy COM 65339F101 2,773 0 0.00 362 10.37 0.0484
2016-04-25 2016-03-31 13F NextEra Energy COM 65339F101 2,773 -200 -6.73 328 6.15 0.0422
2016-02-03 2015-12-31 13F NextEra Energy COM 65339F101 2,973 200 7.21 309 14.02 0.0417
2015-10-08 2015-09-30 13F NextEra Energy COM 65339F101 2,773 0 0.00 271 -0.37 0.0349
2015-08-11 2015-06-30 13F NextEra Energy COM 65339F101 2,773 -260 -8.57 272 -13.92 0.0383
2015-04-24 2015-03-31 13F NextEra Energy COM 65339F101 3,033 266 9.61 316 7.48 0.0760
2015-02-12 2014-12-31 13F NextEra Energy COM 65339F101 2,767 16 0.58 294 13.95 0.0760
2014-11-06 2014-09-30 13F NextEra Energy COM 65339F101 2,751 18 0.66 258 -7.86 0.0675
2014-07-28 2014-06-30 13F NextEra Energy COM 65339F101 2,733 -270 -8.99 280 -2.44 0.0734
2014-05-01 2014-03-31 13F NextEra Energy COM 65339F101 3,003 218 7.83 287 20.59 0.0806
2014-02-03 2013-12-31 13F NextEra Energy COM 65339F101 2,785 18 0.65 238 7.21 0.0711
2013-10-29 2013-09-30 13F NextEra Energy COM 65339F101 2,767 19 0.69 222 -0.89 0.0751
2013-07-30 2013-06-30 13F NextEra Energy COM 65339F101 2,748 2,748 224 0.0817
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.