NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionHaverford Trust Co
Latest Disclosed Ownership1,762,897 shares
Latest Disclosed Value $ 163,737,828
Haverford Trust Co reports 0.39% increase in ownership of NEE / NextEra Energy, Inc.

On May 11, 2026 - Haverford Trust Co filed a 13F-HR form disclosing ownership of 1,762,897 shares of NextEra Energy, Inc. (MX:NEE) valued at $163,737,828 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 1,756,079 shares of NextEra Energy, Inc.. This represents a change in shares of 0.39% 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)
2026-05-11 2026-03-31 13F NEXTERA ENERGY COM 65339F101 1,762,897 6,818 0.39 163,738 16.14 1.5003
2026-02-13 2025-12-31 13F NEXTERA ENERGY COM 65339F101 1,756,079 629 0.04 140,978 6.38 1.2571
2025-11-14 2025-09-30 13F NEXTERA ENERGY COM 65339F101 1,755,450 31,914 1.85 132,519 10.76 1.1955
2025-08-13 2025-06-30 13F NEXTERA ENERGY COM 65339F101 1,723,536 -54,211 -3.05 119,648 -5.06 1.1368
2025-05-14 2025-03-31 13F NEXTERA ENERGY COM 65339F101 1,777,747 163,225 10.11 126,025 8.88 1.2684
2025-02-11 2024-12-31 13F NEXTERA ENERGY COM 65339F101 1,614,522 54,264 3.48 115,745 -12.24 1.1492
2024-11-05 2024-09-30 13F NEXTERA ENERGY COM 65339F101 1,560,258 22,546 1.47 131,889 21.13 1.2851
2024-08-13 2024-06-30 13F NEXTERA ENERGY COM 65339F101 1,537,712 305,163 24.76 108,885 38.23 1.1462
2024-05-02 2024-03-31 13F NEXTERA ENERGY COM 65339F101 1,232,549 1,126,846 1,066.05 78,772 1,126.98 0.8230
2024-02-08 2023-12-31 13F NEXTERA ENERGY COM 65339F101 105,703 967 0.92 6,420 7.00 0.0712
2023-11-09 2023-09-30 13F NEXTERA ENERGY COM 65339F101 104,736 -8,282 -7.33 6,000 -28.44 0.0731
2023-08-08 2023-06-30 13F NEXTERA ENERGY COM 65339F101 113,018 2,406 2.18 8,386 -1.64 0.0946
2023-05-12 2023-03-31 13F NEXTERA ENERGY COM 65339F101 110,612 959 0.87 8,526 -6.99 0.1018
2023-02-13 2022-12-31 13F NEXTERA ENERGY COM 65339F101 109,653 -85 -0.08 9,167 6.52 0.1129
2022-11-14 2022-09-30 13F NEXTERA ENERGY COM 65339F101 109,738 5,361 5.14 8,605 6.43 0.1179
2022-08-12 2022-06-30 13F NEXTERA ENERGY COM 65339F101 104,377 -98 -0.09 8,085 -8.64 0.1054
2022-05-05 2022-03-31 13F NEXTERA ENERGY COM 65339F101 104,475 -2,568 -2.40 8,850 -11.45 0.1022
2022-02-14 2021-12-31 13F NEXTERA ENERGY COM 65339F101 107,043 -1,139 -1.05 9,994 17.66 0.1089
2021-11-12 2021-09-30 13F NEXTERA ENERGY COM 65339F101 108,182 -260 -0.24 8,494 6.88 0.1016
2021-08-16 2021-06-30 13F/A-1 NEXTERA ENERGY COM 65339F101 108,442 32,970 43.69 7,947 39.27 0.0935
2021-08-16 2021-06-30 13F NEXTERA ENERGY COM 65339F101 7,947 -67,525 7,947 0.0935
2021-05-12 2021-03-31 13F NEXTERA ENERGY COM 65339F101 75,472 9,572 14.53 5,706 12.23 0.0730
2021-02-05 2020-12-31 13F NEXTERA ENERGY COM 65339F101 65,900 49,855 310.72 5,084 14.17 0.0718
2020-11-10 2020-09-30 13F NEXTERA ENERGY COM 65339F101 16,045 -84 -0.52 4,453 14.95 0.0710
2020-08-13 2020-06-30 13F NEXTERA ENERGY COM 65339F101 16,129 24 0.15 3,874 -0.03 0.0664
2020-05-11 2020-03-31 13F NEXTERA ENERGY COM 65339F101 16,105 -566 -3.40 3,875 -4.01 0.0787
2020-02-10 2019-12-31 13F NEXTERA ENERGY COM 65339F101 16,671 1,833 12.35 4,037 16.78 0.0654
2019-11-04 2019-09-30 13F NEXTERA ENERGY COM 65339F101 14,838 -1,123 -7.04 3,457 5.72 0.0607
2019-08-13 2019-06-30 13F NEXTERA ENERGY COM 65339F101 15,961 292 1.86 3,270 7.96 0.0587
2019-05-09 2019-03-31 13F NEXTERA ENERGY COM 65339F101 15,669 0 0.00 3,029 11.20 0.0562
2019-02-12 2018-12-31 13F NEXTERA ENERGY COM 65339F101 15,669 312 2.03 2,724 5.83 0.0580
2018-11-08 2018-09-30 13F NEXTERA ENERGY COM 65339F101 15,357 -410 -2.60 2,574 -2.28 0.0475
2018-08-10 2018-06-30 13F NEXTERA ENERGY COM 65339F101 15,767 -14 -0.09 2,634 2.17 0.0520
2018-05-09 2018-03-31 13F NEXTERA ENERGY COM 65339F101 15,781 -65 -0.41 2,578 4.16 0.0516
2018-02-13 2017-12-31 13F NEXTERA ENERGY COM 65339F101 15,846 709 4.68 2,475 11.59 0.0486
2017-11-09 2017-09-30 13F NEXTERA ENERGY COM 65339F101 15,137 -340 -2.20 2,218 2.26 0.0463
2017-08-14 2017-06-30 13F NEXTERA ENERGY COM 65339F101 15,477 722 4.89 2,169 14.52 0.0473
2017-05-05 2017-03-31 13F NEXTERA ENERGY COM 65339F101 14,755 -471 -3.09 1,894 4.12 0.0432
2017-02-10 2016-12-31 13F NEXTERA ENERGY COM 65339F101 15,226 -129 -0.84 1,819 -3.14 0.0441
2016-11-14 2016-09-30 13F NEXTERA ENERGY COM 65339F101 15,355 -2,511 -14.05 1,878 -19.40 0.0468
2016-08-04 2016-06-30 13F NEXTERA ENERGY COM 65339F101 17,866 -20 -0.11 2,330 10.06 0.0585
2016-05-10 2016-03-31 13F NEXTERA ENERGY COM 65339F101 17,886 -870 -4.64 2,117 8.62 0.0551
2016-02-09 2015-12-31 13F NEXTERA ENERGY COM 65339F101 18,756 -201 -1.06 1,949 5.41 0.0524
2015-11-10 2015-09-30 13F NEXTERA ENERGY COM 65339F101 18,957 3,091 19.48 1,849 18.91 0.0537
2015-07-30 2015-06-30 13F NEXTERA ENERGY COM 65339F101 15,866 450 2.92 1,555 -3.05 0.0427
2015-05-05 2015-03-31 13F/A-1 NEXTERA ENERGY COM 65339F101 15,416 207 1.36 1,604 -0.80 0.0444
2015-05-04 2015-03-31 13F NEXTERA ENERGY COM 65339F101 45,649 1,604
2015-02-09 2014-12-31 13F NEXTERA ENERGY COM 65339F101 15,209 100 0.66 1,617 14.03 0.0453
2014-11-05 2014-09-30 13F NEXTERA ENERGY COM 65339F101 15,109 539 3.70 1,418 -5.02 0.0424
2014-08-01 2014-06-30 13F NEXTERA ENERGY COM 65339F101 14,570 -820 -5.33 1,493 1.43 0.0438
2014-05-08 2014-03-31 13F NEXTERA ENERGY COM 65339F101 15,390 -16,534 -51.79 1,472 -46.16 0.0455
2014-01-31 2013-12-31 13F NEXTERA ENERGY Common Stocks 65339F101 31,924 -4,367 -12.03 2,734 -6.02 0.0768
2013-11-01 2013-09-30 13F NEXTERA ENERGY Common Stocks 65339F101 36,291 2,490 7.37 2,909 5.63 0.1058
2013-07-31 2013-06-30 13F NEXTERA ENERGY Common Stocks 65339F101 33,801 33,801 2,754 0.0907
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.