NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionJustInvest LLC
Latest Disclosed Ownership333,286 shares
Latest Disclosed Value $ 30,955,604
JustInvest LLC reports 3.23% increase in ownership of NEE / NextEra Energy, Inc.

On May 14, 2026 - JustInvest LLC filed a 13F-HR form disclosing ownership of 333,286 shares of NextEra Energy, Inc. (MX:NEE) valued at $30,955,604 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 322,850 shares of NextEra Energy, Inc.. This represents a change in shares of 3.23% 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 333,286 10,436 3.23 30,956 19.43 0.3038
2026-02-13 2025-12-31 13F NEXTERA ENERGY COM 65339F101 322,850 26,219 8.84 25,918 15.40 0.2529
2025-10-31 2025-09-30 13F NEXTERA ENERGY COM 65339F101 296,631 5,505 1.89 22,460 10.82 0.2300
2025-07-25 2025-06-30 13F NEXTERA ENERGY COM 65339F101 291,126 51,453 21.47 20,268 19.29 0.2288
2025-05-14 2025-03-31 13F NEXTERA ENERGY COM 65339F101 239,673 22,050 10.13 16,990 8.90 0.2505
2025-02-10 2024-12-31 13F NEXTERA ENERGY COM 65339F101 217,623 577 0.27 15,601 -14.96 0.2356
2024-11-12 2024-09-30 13F NEXTERA ENERGY COM 65339F101 217,046 23,395 12.08 18,347 35.02 0.2955
2024-08-12 2024-06-30 13F NEXTERA ENERGY COM 65339F101 193,651 30,272 18.53 13,589 30.14 0.2587
2024-05-09 2024-03-31 13F NEXTERA ENERGY COM 65339F101 163,379 31,658 24.03 10,442 30.51 0.2241
2024-02-08 2023-12-31 13F NEXTERA ENERGY COM 65339F101 131,721 22,385 20.47 8,001 27.73 0.2076
2023-11-08 2023-09-30 13F NEXTERA ENERGY COM 65339F101 109,336 -16,908 -13.39 6,264 -33.14 0.1872
2023-07-28 2023-06-30 13F NEXTERA ENERGY COM 65339F101 126,244 7,368 6.20 9,367 2.23 0.2870
2023-05-10 2023-03-31 13F NEXTERA ENERGY COM 65339F101 118,876 23,097 24.11 9,163 14.44 0.3183
2023-02-10 2022-12-31 13F NEXTERA ENERGY COM 65339F101 95,779 -13,852 -12.64 8,007 -6.85 0.3304
2022-11-14 2022-09-30 13F NEXTERA ENERGY COM 65339F101 109,631 13,346 13.86 8,596 15.26 0.3888
2022-08-12 2022-06-30 13F/A-1 NEXTERA ENERGY COM 65339F101 96,285 16,603 20.84 7,458 10.52 0.3454
2022-08-09 2022-06-30 13F NEXTERA ENERGY COM 65339F101 96,285 16,603 7,458 0.3454
2022-05-16 2022-03-31 13F NEXTERA ENERGY COM 65339F101 79,682 17,585 28.32 6,748 16.41 0.3266
2022-02-23 2021-12-31 13F NEXTERA ENERGY COM 65339F101 62,097 25,916 71.63 5,797 104.05 0.3417
2021-11-09 2021-09-30 13F NEXTERA ENERGY COM 65339F101 36,181 5,607 18.34 2,841 26.83 0.2553
2021-08-11 2021-06-30 13F/A-1 NEXTERA ENERGY COM 65339F101 30,574 -6,229 -16.93 2,240 -19.51 0.2345
2021-07-21 2021-06-30 13F NEXTERA ENERGY COM 65339F101 36,803 0 2,783 0.4236
2021-04-28 2021-03-31 13F NEXTERA ENERGY COM 65339F101 36,803 -2,112 -5.43 2,783 -7.30 0.4213
2021-01-20 2020-12-31 13F/A-1 NEXTERA ENERGY COM 65339F101 38,915 29,488 312.80 3,002 14.71 0.6530
2021-01-19 2020-12-31 13F NEXTERA ENERGY COM 65339F101 38,915 29,488 275 802,825.9473
2020-10-26 2020-09-30 13F NEXTERA ENERGY COM 65339F101 9,427 288 3.15 2,617 19.23 0.7343
2020-07-27 2020-06-30 13F NEXTERA ENERGY COM 65339F101 9,139 -1,339 -12.78 2,195 -12.93 0.9956
2020-05-13 2020-03-31 13F NEXTERA ENERGY COM 65339F101 10,478 10,478 2,521 1.4700
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.