NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionIntrust Bank Na
Latest Disclosed Ownership27,868 shares
Latest Disclosed Value $ 2,588,379
Intrust Bank Na reports 1.79% increase in ownership of NEE / NextEra Energy, Inc.

On May 6, 2026 - Intrust Bank Na filed a 13F-HR form disclosing ownership of 27,868 shares of NextEra Energy, Inc. (MX:NEE) valued at $2,588,379 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 27,377 shares of NextEra Energy, Inc.. This represents a change in shares of 1.79% 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)
2026-05-06 2026-03-31 13F NEXTERA ENERGY COM 65339F101 27,868 491 1.79 2,588 17.80 0.1105
2026-02-06 2025-12-31 13F NEXTERA ENERGY COM 65339F101 27,377 28 0.10 2,198 6.44 0.1820
2025-11-10 2025-09-30 13F NEXTERA ENERGY COM 65339F101 27,349 -381 -1.37 2,065 7.22 0.1717
2025-08-11 2025-06-30 13F NEXTERA ENERGY COM 65339F101 27,730 415 1.52 1,925 -0.57 0.1706
2025-05-09 2025-03-31 13F NEXTERA ENERGY COM 65339F101 27,315 -806 -2.87 1,936 -3.92 0.1915
2025-02-12 2024-12-31 13F NEXTERA ENERGY COM 65339F101 28,121 -1,005 -3.45 2,016 -18.16 0.2044
2024-11-12 2024-09-30 13F NEXTERA ENERGY COM 65339F101 29,126 -230 -0.78 2,462 18.48 0.2463
2024-08-08 2024-06-30 13F NEXTERA ENERGY COM 65339F101 29,356 -612 -2.04 2,079 8.51 0.2211
2024-05-09 2024-03-31 13F NEXTERA ENERGY COM 65339F101 29,968 -2,479 -7.64 1,915 -2.79 0.2052
2024-02-05 2023-12-31 13F NEXTERA ENERGY COM 65339F101 32,447 -4,893 -13.10 1,971 -7.90 0.2286
2023-11-13 2023-09-30 13F NEXTERA ENERGY COM 65339F101 37,340 -4,893 -11.59 2,139 -31.73 0.2727
2023-08-10 2023-06-30 13F NEXTERA ENERGY COM 65339F101 42,233 -5,820 -12.11 3,134 -15.39 0.3799
2023-05-04 2023-03-31 13F NEXTERA ENERGY COM 65339F101 48,053 -1,949 -3.90 3,704 -11.41 0.4744
2023-02-10 2022-12-31 13F NEXTERA ENERGY COM 65339F101 50,002 -1,234 -2.41 4,180 4.06 0.5799
2022-11-09 2022-09-30 13F NEXTERA ENERGY COM 65339F101 51,236 965 1.92 4,017 3.16 0.6192
2022-08-16 2022-06-30 13F NEXTERA ENERGY COM 65339F101 50,271 38,902 342.18 3,894 304.36 0.5628
2022-05-10 2022-03-31 13F NEXTERA ENERGY COM 65339F101 11,369 -42,125 -78.75 963 -80.72 0.0826
2022-05-10 2022-03-31 13F NEXTERA ENERGY COM 65339F101 52,160 4,418
2022-02-03 2021-12-31 13F NEXTERA ENERGY COM 65339F101 53,494 -1,559 -2.83 4,994 15.52 0.6009
2021-11-04 2021-09-30 13F NEXTERA ENERGY COM 65339F101 55,053 -915 -1.63 4,323 5.41 0.5726
2021-08-05 2021-06-30 13F NEXTERA ENERGY COM 65339F101 55,968 -3,886 -6.49 4,101 -9.37 0.5537
2021-06-02 2021-03-31 13F NEXTERA ENERGY COM 65339F101 59,854 -3,091 -4.91 4,525 -6.82 0.6511
2021-02-10 2020-12-31 13F NEXTERA ENERGY COM 65339F101 62,945 47,243 300.87 4,856 11.43 0.7362
2020-11-05 2020-09-30 13F NEXTERA ENERGY COM 65339F101 15,702 -917 -5.52 4,358 9.17 0.7745
2020-08-05 2020-06-30 13F NEXTERA ENERGY COM 65339F101 16,619 475 2.94 3,992 2.75 0.7938
2020-05-06 2020-03-31 13F NEXTERA ENERGY COM 65339F101 16,144 1,181 7.89 3,885 7.20 1.0834
2020-02-07 2019-12-31 13F NEXTERA ENERGY COM 65339F101 14,963 194 1.31 3,624 5.32 0.8262
2019-11-12 2019-09-30 13F NEXTERA ENERGY COM 65339F101 14,769 -267 -1.78 3,441 11.72 0.8614
2019-08-12 2019-06-30 13F NEXTERA ENERGY COM 65339F101 15,036 630 4.37 3,080 10.59 0.7503
2019-05-10 2019-03-31 13F NEXTERA ENERGY COM 65339F101 14,406 103 0.72 2,785 12.03 0.7093
2019-02-06 2018-12-31 13F NEXTERA ENERGY COM 65339F101 14,303 133 0.94 2,486 4.67 0.7219
2018-11-09 2018-09-30 13F NEXTERA ENERGY COM 65339F101 14,170 647 4.78 2,375 5.14 0.6029
2018-08-08 2018-06-30 13F NEXTERA ENERGY COM 65339F101 13,523 439 3.36 2,259 5.71 0.6250
2018-05-03 2018-03-31 13F NEXTERA ENERGY COM 65339F101 13,084 -419 -3.10 2,137 1.33 0.6161
2018-02-08 2017-12-31 13F NEXTERA ENERGY COM 65339F101 13,503 1,684 14.25 2,109 21.77 0.6283
2017-11-06 2017-09-30 13F NEXTERA ENERGY COM 65339F101 11,819 1,174 11.03 1,732 16.09 0.5661
2017-08-07 2017-06-30 13F NEXTERA ENERGY COM 65339F101 10,645 694 6.97 1,492 16.74 0.5086
2017-05-04 2017-03-31 13F NEXTERA ENERGY COM 65339F101 9,951 739 8.02 1,278 16.18 0.4517
2017-02-08 2016-12-31 13F NEXTERA ENERGY COM 65339F101 9,212 578 6.69 1,100 4.17 0.4170
2016-11-07 2016-09-30 13F NEXTERA ENERGY COM 65339F101 8,634 355 4.29 1,056 -2.13 0.4207
2016-08-03 2016-06-30 13F NEXTERA ENERGY COM 65339F101 8,279 3,406 69.90 1,079 87.00 0.4355
2016-05-04 2016-03-31 13F NEXTERA ENERGY COM 65339F101 4,873 34 0.70 577 14.94 0.2067
2016-02-08 2015-12-31 13F NEXTERA ENERGY COM 65339F101 4,839 -66 -1.35 502 4.80 0.1880
2015-11-04 2015-09-30 13F NEXTERA ENERGY COM 65339F101 4,905 791 19.23 479 18.86 0.1821
2015-08-04 2015-06-30 13F NEXTERA ENERGY COM 65339F101 4,114 91 2.26 403 -3.82 0.1402
2015-05-05 2015-03-31 13F NEXTERA ENERGY COM 65339F101 4,023 65 1.64 419 -0.24 0.1478
2015-02-05 2014-12-31 13F NEXTERA ENERGY COM 65339F101 3,958 -161 -3.91 420 8.53 0.1562
2014-11-05 2014-09-30 13F NEXTERA ENERGY COM 65339F101 4,119 988 31.56 387 20.56 0.1497
2014-08-14 2014-06-30 13F NEXTERA ENERGY COM 65339F101 3,131 54 1.75 321 9.18 0.1200
2014-04-28 2014-03-31 13F NEXTERA ENERGY COM 65339F101 3,077 -278 -8.29 294 2.44 0.1211
2014-02-07 2013-12-31 13F NEXTERA ENERGY COM 65339F101 3,355 191 6.04 287 12.99 0.1249
2013-11-06 2013-09-30 13F NEXTERA ENERGY COM 65339F101 3,164 0 0.00 254 -1.55 0.1225
2013-08-06 2013-06-30 13F NEXTERA ENERGY COM 65339F101 3,164 3,164 258 0.1144
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.