NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionJacobi Capital Management LLC
Latest Disclosed Ownership48,174 shares
Latest Disclosed Value $ 4,474,367
Jacobi Capital Management LLC reports 1.21% increase in ownership of NEE / NextEra Energy, Inc.

On May 14, 2026 - Jacobi Capital Management LLC filed a 13F-HR form disclosing ownership of 48,174 shares of NextEra Energy, Inc. (MX:NEE) valued at $4,474,367 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 47,598 shares of NextEra Energy, Inc.. This represents a change in shares of 1.21% 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 48,174 576 1.21 4,474 17.09 0.2499
2026-02-13 2025-12-31 13F NEXTERA ENERGY COM 65339F101 47,598 -647 -1.34 3,821 4.91 0.2215
2025-11-07 2025-09-30 13F NEXTERA ENERGY COM 65339F101 48,245 76 0.16 3,642 8.94 0.2217
2025-08-12 2025-06-30 13F NEXTERA ENERGY COM 65339F101 48,169 2,871 6.34 3,344 4.11 0.2220
2025-05-27 2025-03-31 13F NEXTERA ENERGY COM 65339F101 45,298 1,886 4.34 3,211 3.18 0.2368
2025-02-05 2024-12-31 13F NEXTERA ENERGY COM 65339F101 43,412 538 1.25 3,112 -14.13 0.2324
2024-11-14 2024-09-30 13F NEXTERA ENERGY COM 65339F101 42,874 241 0.57 3,624 20.08 0.2740
2024-08-09 2024-06-30 13F NEXTERA ENERGY COM 65339F101 42,633 -483 -1.12 3,019 9.55 0.2621
2024-05-10 2024-03-31 13F NEXTERA ENERGY COM 65339F101 43,116 3,744 9.51 2,755 15.22 0.2547
2024-02-14 2023-12-31 13F NEXTERA ENERGY COM 65339F101 39,372 1,372 3.61 2,391 9.83 0.2453
2023-11-13 2023-09-30 13F NEXTERA ENERGY COM 65339F101 38,000 2,280 6.38 2,177 -17.85 0.2461
2023-08-08 2023-06-30 13F NEXTERA ENERGY COM 65339F101 35,720 1,375 4.00 2,650 0.11 0.2965
2023-05-05 2023-03-31 13F NEXTERA ENERGY COM 65339F101 34,345 275 0.81 2,647 -7.06 0.3142
2023-02-13 2022-12-31 13F NEXTERA ENERGY COM 65339F101 34,070 704 2.11 2,848 8.83 0.3562
2022-11-09 2022-09-30 13F NEXTERA ENERGY COM 65339F101 33,366 -988 -2.88 2,617 -1.65 0.3583
2022-08-05 2022-06-30 13F NEXTERA ENERGY COM 65339F101 34,354 5,010 17.07 2,661 7.04 0.3540
2022-05-06 2022-03-31 13F NEXTERA ENERGY COM 65339F101 29,344 1,304 4.65 2,486 -5.04 0.2970
2022-02-14 2021-12-31 13F NEXTERA ENERGY COM 65339F101 28,040 1,559 5.89 2,618 25.93 0.3120
2021-11-15 2021-09-30 13F NEXTERA ENERGY COM 65339F101 26,481 532 2.05 2,079 9.31 0.2644
2021-08-12 2021-06-30 13F NEXTERA ENERGY COM 65339F101 25,949 644 2.54 1,902 -0.63 0.2513
2021-05-11 2021-03-31 13F NEXTERA ENERGY COM 65339F101 25,305 56 0.22 1,914 -9.84 0.2825
2021-02-08 2020-12-31 13F NEXTERA ENERGY COM 65339F101 25,249 18,892 297.18 2,123 11.56 0.3351
2020-10-30 2020-09-30 13F NEXTERA ENERGY COM 65339F101 6,357 -83 -1.29 1,903 7.64 0.3339
2020-08-04 2020-06-30 13F/A-1 NEXTERA ENERGY COM 65339F101 6,440 -13 -0.20 1,768 11.26 0.3305
2020-07-27 2020-06-30 13F NEXTERA ENERGY COM 65339F101 389 -6,064 1,768 330,540.1939
2020-04-24 2020-03-31 13F NEXTERA ENERGY COM 65339F101 6,453 -1,406 -17.89 1,589 -22.49 0.3415
2020-02-03 2019-12-31 13F NEXTERA ENERGY COM 65339F101 7,859 12 0.15 2,050 10.22 0.3740
2019-11-12 2019-09-30 13F NEXTERA ENERGY COM 65339F101 7,847 -402 -4.87 1,860 8.14 0.3680
2019-08-07 2019-06-30 13F NEXTERA ENERGY COM 65339F101 8,249 6,922 521.63 1,720 569.26 0.3494
2019-05-13 2019-03-31 13F NEXTERA ENERGY COM 65339F101 1,327 3 0.23 257 11.74 0.0656
2019-02-11 2018-12-31 13F NEXTERA ENERGY COM 65339F101 1,324 -446 -25.20 230 -22.56 0.0629
2018-11-14 2018-09-30 13F NEXTERA ENERGY COM 65339F101 1,770 -292 -14.16 297 -13.66 0.0794
2018-08-14 2018-06-30 13F NEXTERA ENERGY COM 65339F101 2,062 -128 -5.84 344 -3.37 0.0994
2018-05-03 2018-03-31 13F NEXTERA ENERGY COM 65339F101 2,190 10 0.46 356 6.91 0.1067
2018-02-05 2017-12-31 13F NEXTERA ENERGY COM 65339F101 2,180 -700 -24.31 333 -21.83 0.1078
2017-11-02 2017-09-30 13F NEXTERA ENERGY COM 65339F101 2,880 2,179 310.84 426 330.30 0.1444
2017-08-10 2017-06-30 13F NEXTERA ENERGY COM 65339F101 701 0 0.00 99 7.61 0.0383
2017-05-26 2017-03-31 13F NEXTERA ENERGY COM 65339F101 701 101 16.83 92 27.78 0.0471
2017-02-08 2016-12-31 13F NEXTERA ENERGY COM 65339F101 600 -101 -14.41 72 -13.25 0.0440
2016-11-14 2016-09-30 13F NEXTERA ENERGY COM 65339F101 701 0 0.00 83 -9.78 0.0392
2016-11-14 2016-06-30 13F NEXTERA ENERGY COM 65339F101 701 701 92 0.0460
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.