NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionKimelman & Baird, LLC
Latest Disclosed Ownership68,424 shares
Latest Disclosed Value $ 6,355,222
Kimelman & Baird, LLC ownership in NEE / NextEra Energy, Inc.

On May 13, 2026 - Kimelman & Baird, LLC filed a 13F-HR form disclosing ownership of 68,424 shares of NextEra Energy, Inc. (MX:NEE) valued at $6,355,222 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 68,424 shares of NextEra Energy, Inc.. This represents a change in shares of 0.00% 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)
2026-05-13 2026-03-31 13F NEXTERA ENERGY COM 65339F101 68,424 0 0.00 6,355 15.69 0.5230
2026-02-06 2025-12-31 13F NEXTERA ENERGY COM 65339F101 68,424 0 0.00 5,493 6.35 0.4220
2025-11-25 2025-09-30 13F NEXTERA ENERGY COM 65339F101 68,424 0 0.00 5,165 8.76 0.4034
2025-08-12 2025-06-30 13F NEXTERA ENERGY COM 65339F101 68,424 0 0.00 4,750 -2.08 0.3867
2025-05-13 2025-03-31 13F NEXTERA ENERGY COM 65339F101 68,424 -29 -0.04 4,851 -1.16 0.4121
2025-02-10 2024-12-31 13F NEXTERA ENERGY COM 65339F101 68,453 -15,000 -17.97 4,907 -30.44 0.3900
2024-11-15 2024-09-30 13F NEXTERA ENERGY COM 65339F101 83,453 0 0.00 7,054 19.38 0.5628
2024-08-19 2024-06-30 13F NEXTERA ENERGY COM 65339F101 83,453 1,416 1.73 5,909 -1.71 0.4874
2021-08-17 2021-06-30 13F Nextera Energy cs 65339F101 82,037 61,532 300.08 6,012 25.85 0.5360
2019-12-10 2019-09-30 13F Nextera Energy cs 65339F101 20,505 0 0.00 4,777 13.71 0.6624
2019-11-22 2019-06-30 13F Nextera Energy cs 65339F101 20,505 0 0.00 4,201 5.98 0.5845
2019-07-02 2019-03-31 13F Nextera Energy cs 65339F101 20,505 -395 -1.89 3,964 9.11 0.5702
2019-02-15 2018-12-31 13F Nextera Energy cs 65339F101 20,900 0 0.00 3,633 3.71 0.5652
2019-01-30 2018-09-30 13F Nextera Energy cs 65339F101 20,900 0 0.00 3,503 0.34 0.4415
2019-01-24 2018-06-30 13F Nextera Energy cs 65339F101 20,900 -7 -0.03 3,491 6.92 0.4583
2018-03-06 2017-12-31 13F Nextera Energy cs 65339F101 20,907 0 0.00 3,265 6.56 0.4641
2018-01-02 2017-09-30 13F Nextera Energy cs 65339F101 20,907 0 0.00 3,064 4.57 0.4567
2017-08-22 2017-06-30 13F Nextera Energy COM 65339F101 20,907 0 0.00 2,930 9.17 0.4440
2017-05-17 2017-03-31 13F Nextera Energy COM 65339F101 20,907 0 0.00 2,684 7.45 0.4088
2017-04-10 2016-12-31 13F Nextera Energy COM 65339F101 20,907 -14 -0.07 2,498 -2.38 0.4188
2016-12-13 2016-09-30 13F Nextera Energy COM 65339F101 20,921 -19 -0.09 2,559 -6.30 0.4499
2016-08-16 2016-06-30 13F Nextera Energy COM 65339F101 20,940 -104 -0.49 2,731 9.68 0.4992
2016-05-13 2016-03-31 13F Nextera Energy COM 65339F101 21,044 0 0.00 2,490 13.91 0.4652
2016-02-12 2015-12-31 13F Nextera Energy COM 65339F101 21,044 144 0.69 2,186 6.69 0.4111
2015-08-12 2015-06-30 13F Nextera Energy cs 65339F101 20,900 0 0.00 2,049 -5.79 0.3495
2015-05-12 2015-03-31 13F Nextera Energy cs 65339F101 20,900 0 0.00 2,175 -2.07 0.3967
2015-02-12 2014-12-31 13F Nextera Energy cs 65339F101 20,900 0 0.00 2,221 13.20 0.4003
2014-11-13 2014-09-30 13F Nextera Energy COM 65339F101 20,900 0 0.00 1,962 -8.40 0.3709
2014-08-14 2014-06-30 13F Nextera Energy cs 65339F101 20,900 0 0.00 2,142 7.21 0.3770
2014-05-20 2014-03-31 13F Nextera Energy cs 65339F101 20,900 -1,500 -6.70 1,998 4.17 0.3726
2014-02-13 2013-12-31 13F Nextera Energy COM 65339F101 22,400 0 0.00 1,918 6.79 0.3671
2013-11-13 2013-09-30 13F Nextera Energy COM 65339F101 22,400 0 0.00 1,796 -1.59 0.3587
2013-08-07 2013-06-30 13F Nextera Energy COM 65339F101 22,400 22,400 1,825 0.3843
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.