NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionCerity Partners LLC
Latest Disclosed Ownership1,480,454 shares
Latest Disclosed Value $ 137,503,810
Cerity Partners LLC reports 2.51% increase in ownership of NEE / NextEra Energy, Inc.

On May 15, 2026 - Cerity Partners LLC filed a 13F-HR form disclosing ownership of 1,480,454 shares of NextEra Energy, Inc. (MX:NEE) valued at $137,503,810 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 1,444,225 shares of NextEra Energy, Inc.. This represents a change in shares of 2.51% 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)
2026-05-15 2026-03-31 13F NEXTERA ENERGY COM 65339F101 1,480,454 36,229 2.51 137,504 18.60 0.0965
2026-02-11 2025-12-31 13F NEXTERA ENERGY COM 65339F101 1,444,225 74,810 5.46 115,943 12.15 0.1690
2025-10-22 2025-09-30 13F NEXTERA ENERGY COM 65339F101 1,369,415 2,850 0.21 103,379 8.97 0.1676
2025-08-13 2025-06-30 13F NEXTERA ENERGY Stock 65339F101 1,366,565 68,041 5.24 94,867 3.06 0.1692
2025-04-30 2025-03-31 13F NEXTERA ENERGY Stock 65339F101 1,298,524 114,098 9.63 92,052 4.27 0.1865
2025-02-13 2024-12-31 13F NEXTERA ENERGY Stock 65339F101 1,184,426 -76,698 -6.08 88,284 -17.18 0.1915
2024-11-12 2024-09-30 13F NEXTERA ENERGY Stock 65339F101 1,261,124 207,213 19.66 106,603 42.85 0.2360
2024-08-13 2024-06-30 13F NEXTERA ENERGY COM 65339F101 1,053,911 -86,410 -7.58 74,627 2.36 0.1965
2024-05-14 2024-03-31 13F NEXTERA ENERGY Equities 65339F101 1,140,321 305,298 36.56 72,907 43.75 0.1926
2024-01-26 2023-12-31 13F NEXTERA ENERGY Equity 65339F101 835,023 214,199 34.50 50,719 42.60 0.1666
2023-11-14 2023-09-30 13F NEXTERA ENERGY COM 65339F101 620,824 -158,261 -20.31 35,567 -38.47 0.1730
2023-08-14 2023-06-30 13F NEXTERA ENERGY COM 65339F101 779,085 14,102 1.84 57,808 -6.79 0.2251
2023-05-11 2023-03-31 13F NEXTERA ENERGY COM 65339F101 764,983 -1,316 -0.17 62,022 -4.37 0.1463
2023-02-15 2022-12-31 13F NEXTERA ENERGY COM 65339F101 766,299 530,155 224.50 64,854 250.25 0.4153
2022-11-14 2022-09-30 13F NEXTERA ENERGY Stock 65339F101 236,144 -53,449 -18.46 18,516 -17.46 0.2226
2022-08-10 2022-06-30 13F NEXTERA ENERGY COM 65339F101 289,593 -49,816 -14.68 22,433 -20.12 0.2480
2022-04-25 2022-03-31 13F NEXTERA ENERGY COM 65339F101 339,409 20,954 6.58 28,083 -3.11 0.4363
2022-02-14 2021-12-31 13F NEXTERA ENERGY Stock 65339F101 318,455 45,890 16.84 28,984 35.43 0.4411
2021-10-25 2021-09-30 13F Nextera Energy Stock 65339F101 272,565 76,829 39.25 21,402 49.21 0.4709
2021-08-11 2021-06-30 13F NEXTERA ENERGY Stock 65339F101 195,736 -2,720 -1.37 14,344 -4.41 0.3139
2021-08-11 2021-03-31 13F/A-1 NEXTERA ENERGY Stock 65339F101 198,456 121,522 157.96 15,005 152.82 0.3564
2021-05-12 2021-03-31 13F NEXTERA ENERGY Stock 65339F101 71,293 -5,641 5,390 0.1597
2021-02-11 2020-12-31 13F NEXTERA ENERGY Stock 65339F101 76,934 58,229 311.30 5,935 14.31 0.1903
2020-11-12 2020-09-30 13F NEXTERA ENERGY COM 65339F101 18,705 12,335 193.64 5,192 239.35 0.2136
2020-08-17 2020-06-30 13F/A-1 NEXTERA ENERGY COM 65339F101 6,370 -611 -8.75 1,530 -8.93 0.0845
2020-08-14 2020-06-30 13F NEXTERA ENERGY COM 65339F101 6,370 -611 1,530 84,383.1591
2020-05-14 2020-03-31 13F NEXTERA ENERGY COM 65339F101 6,981 98 1.42 1,680 0.78 0.1058
2020-02-14 2019-12-31 13F NEXTERA ENERGY COM 65339F101 6,883 -2,359 -25.52 1,667 -22.57 0.0850
2019-10-30 2019-09-30 13F NEXTERA ENERGY COM 65339F101 9,242 746 8.78 2,153 23.66 0.1264
2019-08-14 2019-06-30 13F NEXTERA ENERGY COM 65339F101 8,496 -8,030 -48.59 1,741 -45.51 0.1098
2019-05-14 2019-03-31 13F NEXTERA ENERGY COM 65339F101 16,526 2,074 14.35 3,195 27.19 0.2151
2019-02-06 2018-12-31 13F NEXTERA ENERGY COM 65339F101 14,452 1,375 10.51 2,512 14.60 0.1683
2018-11-15 2018-09-30 13F NEXTERA ENERGY COM 65339F101 13,077 1,442 12.39 2,192 12.82 0.1518
2018-08-15 2018-06-30 13F NEXTERA ENERGY COM 65339F101 11,635 -440 -3.64 1,943 -1.47 0.1435
2018-05-15 2018-03-31 13F NEXTERA ENERGY COM 65339F101 12,075 -2,567 -17.53 1,972 -13.77 0.1508
2018-02-14 2017-12-31 13F NextEra Energy COM 65339F101 14,642 -48 -0.33 2,287 6.22 0.1535
2017-11-13 2017-09-30 13F NEXTERA ENERGY COM 65339F101 14,690 14,690 2,153 0.1524
2017-08-10 2017-06-30 13F NextEra Energy COM 65339F101 0 -7,159 -100.00 0 -100.00
2017-05-02 2017-03-31 13F NextEra Energy COM 65339F101 7,159 7,159 919 0.0767
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.