NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionJT Stratford LLC
Latest Disclosed Ownership21,738 shares
Latest Disclosed Value $ 2,019,025
JT Stratford LLC reports 1.10% decrease in ownership of NEE / NextEra Energy, Inc.

On May 15, 2026 - JT Stratford LLC filed a 13F-HR form disclosing ownership of 21,738 shares of NextEra Energy, Inc. (MX:NEE) valued at $2,019,025 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 21,980 shares of NextEra Energy, Inc.. This represents a change in shares of -1.10% 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 21,738 -242 -1.10 2,019 14.46 0.2570
2026-02-12 2025-12-31 13F NEXTERA ENERGY COM 65339F101 21,980 -1,595 -6.77 1,765 -0.84 0.2265
2025-11-12 2025-09-30 13F NEXTERA ENERGY COM 65339F101 23,575 -3,904 -14.21 1,780 -6.71 0.2383
2025-08-13 2025-06-30 13F NEXTERA ENERGY COM 65339F101 27,479 3,900 16.54 1,908 14.12 0.2887
2025-05-14 2025-03-31 13F NEXTERA ENERGY COM 65339F101 23,579 8,137 52.69 1,672 50.95 0.2955
2025-02-18 2024-12-31 13F NEXTERA ENERGY COM 65339F101 15,442 13,007 534.17 1,107 440.00 0.1820
2024-11-14 2024-09-30 13F NEXTERA ENERGY COM 65339F101 2,435 2,435 206 0.0352
2024-05-14 2024-03-31 13F NEXTERA ENERGY COM 65339F101 0 -4,367 -100.00 0 -100.00
2024-02-14 2023-12-31 13F NEXTERA ENERGY COM 65339F101 4,367 -782 -15.19 265 -9.86 0.0607
2023-11-14 2023-09-30 13F NEXTERA ENERGY COM 65339F101 5,149 -62 -1.19 295 -23.83 0.0761
2023-08-14 2023-06-30 13F NEXTERA ENERGY COM 65339F101 5,211 -356 -6.39 387 -10.02 0.1041
2023-05-10 2023-03-31 13F NEXTERA ENERGY COM 65339F101 5,567 1,412 33.98 429 23.63 0.1233
2023-02-14 2022-12-31 13F NEXTERA ENERGY COM 65339F101 4,155 1,380 49.73 347 59.17 0.1111
2022-11-14 2022-09-30 13F NEXTERA ENERGY COM 65339F101 2,775 0 0.00 218 1.40 0.0775
2022-08-15 2022-06-30 13F NEXTERA ENERGY COM 65339F101 2,775 -330 -10.63 215 -18.25 0.0681
2022-05-12 2022-03-31 13F NEXTERA ENERGY COM 65339F101 3,105 -303 -8.89 263 -17.30 0.0769
2022-02-11 2021-12-31 13F NEXTERA ENERGY COM 65339F101 3,408 260 8.26 318 28.74 0.0871
2021-11-15 2021-09-30 13F NEXTERA ENERGY COM 65339F101 3,148 50 1.61 247 8.81 0.0758
2021-08-16 2021-06-30 13F NEXTERA ENERGY COM 65339F101 3,098 -980 -24.03 227 -26.30 0.0726
2021-05-12 2021-03-31 13F NEXTERA ENERGY COM 65339F101 4,078 -1,141 -21.86 308 -23.57 0.1086
2021-02-16 2020-12-31 13F NEXTERA ENERGY COM 65339F101 5,219 3,890 292.70 403 9.21 0.1510
2020-11-13 2020-09-30 13F NEXTERA ENERGY COM 65339F101 1,329 -497 -27.22 369 -15.95 0.1591
2020-08-14 2020-06-30 13F NEXTERA ENERGY COM 65339F101 1,826 572 45.61 439 45.36 0.2260
2020-05-14 2020-03-31 13F NEXTERA ENERGY COM 65339F101 1,254 -514 -29.07 302 -29.44 0.1849
2020-02-14 2019-12-31 13F NEXTERA ENERGY COM 65339F101 1,768 -92 -4.95 428 -1.15 0.1960
2019-11-19 2019-09-30 13F NEXTERA ENERGY COM 65339F101 1,860 -140 -7.00 433 5.61 0.2436
2019-08-14 2019-06-30 13F NEXTERA ENERGY COM 65339F101 2,000 100 5.26 410 11.72 0.2274
2019-05-15 2019-03-31 13F NEXTERA ENERGY COM 65339F101 1,900 1,900 367 0.2107
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.