NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionHeadinvest, Llc
Latest Disclosed Ownership15,582 shares
Latest Disclosed Value $ 1,447,256
Headinvest, Llc reports 3.01% increase in ownership of NEE / NextEra Energy, Inc.

On May 15, 2026 - Headinvest, Llc filed a 13F-HR form disclosing ownership of 15,582 shares of NextEra Energy, Inc. (MX:NEE) valued at $1,447,256 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 15,126 shares of NextEra Energy, Inc.. This represents a change in shares of 3.01% 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)
2026-05-15 2026-03-31 13F NEXTERA ENERGY COM 65339F101 15,582 456 3.01 1,447 19.19 0.2969
2026-02-02 2025-12-31 13F NEXTERA ENERGY COM 65339F101 15,126 681 4.71 1,214 11.38 0.2415
2025-11-14 2025-09-30 13F NEXTERA ENERGY COM 65339F101 14,445 576 4.15 1,090 13.31 0.2254
2025-08-14 2025-06-30 13F NEXTERA ENERGY COM 65339F101 13,869 -7,747 -35.84 963 -37.21 0.2051
2025-05-15 2025-03-31 13F NEXTERA ENERGY COM 65339F101 21,616 -150 -0.69 1,532 -1.79 0.2979
2025-02-18 2024-12-31 13F NEXTERA ENERGY COM 65339F101 21,766 75 0.35 1,560 -14.89 0.2945
2024-11-15 2024-09-30 13F NEXTERA ENERGY COM 65339F101 21,691 -32 -0.15 1,834 19.18 0.3393
2024-08-14 2024-06-30 13F NEXTERA ENERGY COM 65339F101 21,723 379 1.78 1,538 12.76 0.3029
2024-08-14 2024-03-31 13F NEXTERA ENERGY COM 65339F101 21,344 -5,715 -21.12 1,364 -16.98 0.2662
2024-02-12 2023-12-31 13F NEXTERA ENERGY INC COM Stock 65339F101 27,059 3,678 15.73 1,644 34.78 0.3419
2023-12-11 2023-09-30 13F NEXTERA ENERGY INC COM Stock 65339F101 23,381 -152 -0.65 1,219 -24.80 0.2649
2023-08-23 2023-06-30 13F NEXTERA ENERGY INC COM Stock 65339F101 23,533 -254 -1.07 1,622 -11.57 0.3496
2023-05-17 2023-03-31 13F NEXTERA ENERGY INC COM Stock 65339F101 23,787 4 0.02 1,834 -7.80 0.4022
2023-02-13 2022-12-31 13F NEXTERA ENERGY INC COM Stock 65339F101 23,783 -316 -1.31 1,988 5.19 0.4450
2022-12-28 2022-09-30 13F NEXTERA ENERGY INC COM Stock 65339F101 24,099 645 2.75 1,890 4.02 0.4528
2022-08-12 2022-06-30 13F NEXTERA ENERGY INC COM Stock 65339F101 23,454 545 2.38 1,817 -6.39 0.4043
2022-05-13 2022-03-31 13F NEXTERA ENERGY INC COM Stock 65339F101 22,909 629 2.82 1,941 -6.68 0.3709
2022-02-11 2021-12-31 13F NEXTERA ENERGY INC COM Stock 65339F101 22,280 280 1.27 2,080 20.44 0.3690
2021-11-16 2021-09-30 13F NEXTERA ENERGY INC COM Stock 65339F101 22,000 -436 -1.94 1,727 5.05 0.3275
2021-08-30 2021-06-30 13F NEXTERA ENERGY INC COM Stock 65339F101 22,436 -126 -0.56 1,644 -3.58 0.3127
2021-05-13 2021-03-31 13F NEXTERA ENERGY INC COM Stock 65339F101 22,562 -279 -1.22 1,705 -3.23 0.3480
2021-02-16 2020-12-31 13F/A-1 NextEra Energy COM 65339F101 22,841 17,801 353.19 1,762 25.95 0.3740
2021-02-16 2020-12-31 13F NextEra Energy COM 65339F101 5,040 1,399 0.4043
2020-11-24 2020-09-30 13F NextEra Energy COM 65339F101 5,040 -742 -12.83 1,399 0.72 0.4043
2020-08-12 2020-06-30 13F NextEra Energy COM 65339F101 5,782 1,271 28.18 1,389 28.02 0.4376
2020-05-12 2020-03-31 13F/A-1 NextEra Energy COM 65339F101 4,511 100 2.27 1,085 1.59 0.4061
2020-05-11 2020-03-31 13F NextEra Energy COM 65339F101 3,811 -600 737 206,495.7916
2020-02-14 2019-12-31 13F NextEra Energy COM 65339F101 4,411 30 0.68 1,068 4.60 0.3066
2019-11-21 2019-09-30 13F NextEra Energy COM 65339F101 4,381 570 14.96 1,021 30.73 0.3096
2019-08-22 2019-06-30 13F NextEra Energy COM 65339F101 3,811 0 0.00 781 5.97 0.2209
2019-05-15 2019-03-31 13F NextEra Energy COM 65339F101 3,811 -3,812 -50.01 737 -44.38 0.2065
2019-02-22 2018-12-31 13F NextEra Energy COM 65339F101 7,623 3,812 100.03 1,325 107.36 0.2099
2018-11-14 2018-09-30 13F NextEra Energy COM 65339F101 3,811 -250 -6.16 639 -5.75 0.1839
2018-08-09 2018-06-30 13F NextEra Energy COM 65339F101 4,061 -300 -6.88 678 -4.78 0.2067
2018-04-09 2018-03-31 13F NextEra Energy COM 65339F101 4,361 0 0.00 712 4.55 0.2283
2018-01-30 2017-12-31 13F NextEra Energy COM 65339F101 4,361 0 0.00 681 0.74 0.2100
2017-11-13 2017-09-30 13F NextEra Energy COM 65339F101 4,361 0 0.00 676 10.64 0.2117
2017-07-18 2017-06-30 13F NextEra Energy COM 65339F101 4,361 0 0.00 611 9.11 0.2013
2017-04-25 2017-03-31 13F NextEra Energy COM 65339F101 4,361 800 22.47 560 31.76 0.1882
2017-01-24 2016-12-31 13F NextEra Energy COM 65339F101 3,561 100 2.89 425 0.00 0.1580
2016-10-11 2016-09-30 13F NextEra Energy COM 65339F101 3,461 -328 -8.66 425 -13.97 0.1507
2016-07-26 2016-06-30 13F NextEra Energy COM 65339F101 3,789 0 0.00 494 10.27 0.1869
2016-04-21 2016-03-31 13F NextEra Energy COM 65339F101 3,789 250 7.06 448 21.74 0.1753
2016-01-20 2015-12-31 13F NextEra Energy COM 65339F101 3,539 -221 -5.88 368 0.27 0.1491
2015-10-16 2015-09-30 13F NextEra Energy COM 65339F101 3,760 221 6.24 367 5.76 0.1474
2015-08-07 2015-06-30 13F NextEra Energy COM 65339F101 3,539 0 0.00 347 -5.71 0.1285
2015-05-14 2015-03-31 13F NextEra Energy COM 65339F101 3,539 11 0.31 368 -1.87 0.1320
2015-02-10 2014-12-31 13F NextEra Energy COM 65339F101 3,528 11 0.31 375 6.53 0.1495
2014-11-12 2014-09-30 13F NextEra Energy COM 65339F101 3,517 311 9.70 352 6.99 0.1407
2014-07-31 2014-06-30 13F NextEra Energy COM 65339F101 3,206 11 0.34 329 7.87 0.1331
2014-05-07 2014-03-31 13F NextEra Energy COM 65339F101 3,195 -188 -5.56 305 5.17 0.1313
2014-02-12 2013-12-31 13F NextEra Energy COM 65339F101 3,383 11 0.33 290 7.41 0.1222
2013-11-15 2013-09-30 13F NextEra Energy COM 65339F101 3,372 13 0.39 270 -1.46 0.1177
2013-07-30 2013-06-30 13F NextEra Energy COM 65339F101 3,359 3,359 274 0.1206
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.