NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionHall Capital Management Co Inc
Latest Disclosed Ownership29,142 shares
Latest Disclosed Value $ 2,852,419
Hall Capital Management Co Inc reports 2.42% increase in ownership of NEE / NextEra Energy, Inc.

On May 11, 2026 - Hall Capital Management Co Inc filed a 13F-HR form disclosing ownership of 29,142 shares of NextEra Energy, Inc. (MX:NEE) valued at $2,852,419 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 28,454 shares of NextEra Energy, Inc.. This represents a change in shares of 2.42% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-11 2026-03-31 13F NEXTERA ENERGY COM 65339F101 29,142 688 2.42 2,852 24.87 1.0195
2026-02-17 2025-12-31 13F NEXTERA ENERGY COM 65339F101 28,454 57 0.20 2,284 6.58 0.8818
2025-11-13 2025-09-30 13F NEXTERA ENERGY COM 65339F101 28,397 197 0.70 2,144 9.50 0.8452
2025-07-23 2025-06-30 13F NEXTERA ENERGY COM 65339F101 28,200 1,447 5.41 1,958 3.22 0.8269
2025-05-08 2025-03-31 13F NEXTERA ENERGY COM 65339F101 26,753 -271 -1.00 1,897 -2.12 0.8785
2025-02-24 2024-12-31 13F NEXTERA ENERGY COM 65339F101 27,024 -3,719 -12.10 1,937 -10.98 0.9037
2024-07-26 2024-06-30 13F NEXTERA ENERGY COM 65339F101 30,743 -4,095 -11.75 2,177 -2.25 1.0377
2024-05-10 2024-03-31 13F NEXTERA ENERGY COM 65339F101 34,838 -138 -0.39 2,226 4.80 1.0988
2024-02-14 2023-12-31 13F NEXTERA ENERGY COM 65339F101 34,976 -528 -1.49 2,124 4.42 1.2471
2023-10-11 2023-09-30 13F NEXTERA ENERGY COM 65339F101 35,504 1,454 4.27 2,034 -19.48 1.3044
2023-08-08 2023-06-30 13F NEXTERA ENERGY COM 65339F101 34,050 709 2.13 2,527 -1.67 1.4278
2023-04-18 2023-03-31 13F NEXTERA ENERGY COM 65339F101 33,341 687 2.10 2,570 -5.86 1.5242
2023-02-10 2022-12-31 13F NEXTERA ENERGY COM 65339F101 32,654 1,665 5.37 2,730 12.30 1.6404
2022-10-19 2022-09-30 13F NEXTERA ENERGY COM 65339F101 30,989 -1,868 -5.69 2,430 -4.52 1.6165
2022-07-19 2022-06-30 13F NEXTERA ENERGY COM 65339F101 32,857 783 2.44 2,545 -6.33 1.6748
2022-05-13 2022-03-31 13F NEXTERA ENERGY COM 65339F101 32,074 3,894 13.82 2,717 3.27 1.5904
2022-05-04 2021-12-31 13F NEXTERA ENERGY COM 65339F101 28,180 1,160 4.29 2,631 23.99 1.4879
2021-10-08 2021-09-30 13F NEXTERA ENERGY COM 65339F101 27,020 420 1.58 2,122 8.88 1.3547
2021-07-14 2021-06-30 13F NEXTERA ENERGY COM 65339F101 26,600 -73 -0.27 1,949 -5.30 1.2578
2021-03-02 2020-12-31 13F NEXTERA ENERGY COM 65339F101 26,673 20,219 313.28 2,058 14.91 1.4870
2020-11-12 2020-09-30 13F NEXTERA ENERGY COM 65339F101 6,454 152 2.41 1,791 18.30 1.4185
2020-11-16 2020-06-30 13F NEXTERA ENERGY COM 65339F101 6,302 433 7.38 1,514 7.22 1.2736
2020-04-29 2020-03-31 13F NEXTERA ENERGY COM 65339F101 5,869 237 4.21 1,412 3.52 1.4429
2020-02-04 2019-12-31 13F NEXTERA ENERGY COM 65339F101 5,632 269 5.02 1,364 9.12 1.1107
2019-10-15 2019-09-30 13F NEXTERA ENERGY COM 65339F101 5,363 60 1.13 1,250 15.10 1.0892
2019-08-14 2019-06-30 13F NEXTERA ENERGY COM 65339F101 5,303 1,210 29.56 1,086 37.29 0.9269
2019-05-06 2019-03-31 13F NEXTERA ENERGY COM 65339F101 4,093 325 8.63 791 20.76 0.6885
2019-02-14 2018-12-31 13F NEXTERA ENERGY COM 65339F101 3,768 661 21.27 655 25.72 0.6514
2018-11-05 2018-09-30 13F NEXTERA ENERGY COM 65339F101 3,107 277 9.79 521 10.15 0.4516
2018-08-14 2018-06-30 13F NEXTERA ENERGY COM 65339F101 2,830 -20 -0.70 473 1.72 0.4460
2018-05-15 2018-03-31 13F NEXTERA ENERGY COM 65339F101 2,850 -125 -4.20 465 0.00 0.4460
2018-02-02 2017-12-31 13F NEXTERA ENERGY COM 65339F101 2,975 -165 -5.25 465 1.09 0.4067
2017-10-19 2017-09-30 13F NEXTERA ENERGY COM 65339F101 3,140 -15 -0.48 460 4.07 0.4239
2017-08-14 2017-06-30 13F NEXTERA ENERGY COM 65339F101 3,155 -30 -0.94 442 8.07 0.4157
2017-05-12 2017-03-31 13F NEXTERA ENERGY COM 65339F101 3,185 -35 -1.09 409 6.51 0.3879
2017-02-07 2016-12-31 13F NEXTERA ENERGY COM 65339F101 3,220 3,220 384 0.3739
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.