NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionHilltop Holdings Inc.
Latest Disclosed Ownership26,957 shares
Latest Disclosed Value $ 2,503,740
Hilltop Holdings Inc. reports 74.62% decrease in ownership of NEE / NextEra Energy, Inc.

On May 14, 2026 - Hilltop Holdings Inc. filed a 13F-HR form disclosing ownership of 26,957 shares of NextEra Energy, Inc. (MX:NEE) valued at $2,503,740 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 106,213 shares of NextEra Energy, Inc.. This represents a change in shares of -74.62% 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)
2026-05-14 2026-03-31 13F Nextera Energy COM 65339F101 26,957 -79,256 -74.62 2,504 -70.64 0.1660
2026-02-17 2025-12-31 13F Nextera Energy COM 65339F101 106,213 4,553 4.48 8,527 11.10 0.5046
2025-11-14 2025-09-30 13F Nextera Energy COM 65339F101 101,660 -8,257 -7.51 7,674 0.58 0.4059
2025-08-14 2025-06-30 13F NEXTERA ENERGY COM 65339F101 109,917 -2,323 -2.07 7,630 -4.10 0.4889
2025-05-15 2025-03-31 13F NEXTERA ENERGY COM 65339F101 112,240 967 0.87 7,957 -0.26 0.4994
2025-02-14 2024-12-31 13F NEXTERA ENERGY COM 65339F101 111,273 -962 -0.86 7,977 -15.92 0.5037
2024-11-14 2024-09-30 13F NEXTERA ENERGY COM 65339F101 112,235 93,518 499.64 9,487 616.00 0.6059
2024-08-14 2024-06-30 13F NEXTERA ENERGY COM 65339F101 18,717 -2,220 -10.60 1,325 -0.97 0.1531
2024-05-15 2024-03-31 13F NEXTERA ENERGY COM 65339F101 20,937 3,203 18.06 1,338 24.23 0.1381
2024-02-12 2023-12-31 13F NEXTERA ENERGY COM 65339F101 17,734 3,280 22.69 1,077 30.07 0.1221
2023-11-14 2023-09-30 13F NEXTERA ENERGY COM 65339F101 14,454 2,115 17.14 828 -9.51 0.0966
2023-08-14 2023-06-30 13F NEXTERA ENERGY COM 65339F101 12,339 870 7.59 915 3.51 0.1114
2023-05-15 2023-03-31 13F NEXTERA ENERGY COM 65339F101 11,469 1,345 13.29 884 4.49 0.1161
2023-02-14 2022-12-31 13F NEXTERA ENERGY COM 65339F101 10,124 -147 -1.43 846 5.09 0.1085
2022-11-14 2022-09-30 13F NEXTERA ENERGY COM 65339F101 10,271 1,067 11.59 805 12.90 0.1089
2022-08-15 2022-06-30 13F NEXTERA ENERGY COM 65339F101 9,204 944 11.43 713 2.00 0.0944
2022-05-16 2022-03-31 13F NEXTERA ENERGY COM 65339F101 8,260 -1,246 -13.11 699 -21.20 0.0787
2022-02-14 2021-12-31 13F NEXTERA ENERGY COM 65339F101 9,506 -1,934 -16.91 887 -1.11 0.0922
2021-11-15 2021-09-30 13F NEXTERA ENERGY COM 65339F101 11,440 367 3.31 897 10.47 0.0983
2021-08-16 2021-06-30 13F NEXTERA ENERGY COM 65339F101 11,073 -3,076 -21.74 812 -24.11 0.0915
2021-05-17 2021-03-31 13F NEXTERA ENERGY COM 65339F101 14,149 2,821 24.90 1,070 22.43 0.1381
2021-02-16 2020-12-31 13F NEXTERA ENERGY COM 65339F101 11,328 9,060 399.47 874 38.95 0.1223
2020-11-16 2020-09-30 13F NEXTERA ENERGY COM 65339F101 2,268 107 4.95 629 21.19 0.1067
2020-08-14 2020-06-30 13F NEXTERA ENERGY COM 65339F101 2,161 -797 -26.94 519 -27.11 0.0958
2020-05-15 2020-03-31 13F NEXTERA ENERGY COM 65339F101 2,958 -1,397 -32.08 712 -32.51 0.1716
2020-02-14 2019-12-31 13F NEXTERA ENERGY COM 65339F101 4,355 168 4.01 1,055 8.09 0.1972
2019-11-14 2019-09-30 13F NEXTERA ENERGY COM 65339F101 4,187 470 12.64 976 28.25 0.1852
2019-08-14 2019-06-30 13F NEXTERA ENERGY COM 65339F101 3,717 371 11.09 761 17.80 0.1613
2019-05-15 2019-03-31 13F NEXTERA ENERGY COM 65339F101 3,346 138 4.30 646 15.77 0.1372
2019-02-14 2018-12-31 13F NEXTERA ENERGY COM 65339F101 3,208 -565 -14.97 558 -11.71 0.1385
2018-11-14 2018-09-30 13F NEXTERA ENERGY COM 65339F101 3,773 123 3.37 632 3.61 0.1326
2018-08-14 2018-06-30 13F NEXTERA ENERGY COM 65339F101 3,650 942 34.79 610 38.01 0.1292
2018-05-15 2018-03-31 13F NEXTERA ENERGY COM 65339F101 2,708 -2,943 -52.08 442 -49.89 0.0773
2018-02-14 2017-12-31 13F NEXTERA ENERGY COM 65339F101 5,651 3,146 125.59 882 140.33 0.1989
2017-11-14 2017-09-30 13F NEXTERA ENERGY COM 65339F101 2,505 -2,200 -46.76 367 -44.31 0.1112
2017-08-14 2017-06-30 13F NEXTERA ENERGY COM 65339F101 4,705 -316 -6.29 659 2.33 0.1934
2017-05-15 2017-03-31 13F NEXTERA ENERGY COM 65339F101 5,021 -120 -2.33 644 4.89 0.1938
2017-02-14 2016-12-31 13F NEXTERA ENERGY COM 65339F101 5,141 -95 -1.81 614 -4.21 0.1924
2016-11-14 2016-09-30 13F NEXTERA ENERGY COM 65339F101 5,236 -126 -2.35 641 -8.43 0.2018
2016-08-15 2016-06-30 13F NEXTERA ENERGY COM 65339F101 5,362 -1,043 -16.28 700 -7.65 0.2225
2016-05-16 2016-03-31 13F NEXTERA ENERGY COM 65339F101 6,405 -226 -3.41 758 10.01 0.2372
2016-02-16 2015-12-31 13F NEXTERA ENERGY COM 65339F101 6,631 -278 -4.02 689 2.23 0.2003
2015-11-16 2015-09-30 13F NEXTERA ENERGY COM 65339F101 6,909 468 7.27 674 6.81 0.1971
2015-08-14 2015-06-30 13F NEXTERA ENERGY COM 65339F101 6,441 -1,026 -13.74 631 -18.79 0.1717
2015-05-15 2015-03-31 13F NEXTERA ENERGY COM 65339F101 7,467 2,561 52.20 777 49.14 0.1985
2015-02-17 2014-12-31 13F NEXTERA ENERGY COM 65339F101 4,906 -439 -8.21 521 3.78 0.1799
2014-11-14 2014-09-30 13F NEXTERA ENERGY COM 65339F101 5,345 -858 -13.83 502 -20.94 0.2303
2014-08-14 2014-06-30 13F NEXTERA ENERGY COM 65339F101 6,203 -1,282 -17.13 635 -11.19 0.2965
2014-05-15 2014-03-31 13F NEXTERA ENERGY COM 65339F101 7,485 -712 -8.69 715 1.85 0.3565
2014-02-14 2013-12-31 13F NEXTERA ENERGY COM 65339F101 8,197 628 8.30 702 15.65 0.3594
2013-11-14 2013-09-30 13F NEXTERA ENERGY COM 65339F101 7,569 702 10.22 607 8.39 0.3519
2013-08-14 2013-06-30 13F NEXTERA ENERGY COM 65339F101 6,867 6,867 560 0.3791
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.