NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionLinscomb & Williams, Inc.
Latest Disclosed Ownership90,922 shares
Latest Disclosed Value $ 8,444,820
Linscomb & Williams, Inc. reports 23.78% decrease in ownership of NEE / NextEra Energy, Inc.

On May 11, 2026 - Linscomb & Williams, Inc. filed a 13F-HR form disclosing ownership of 90,922 shares of NextEra Energy, Inc. (MX:NEE) valued at $8,444,820 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 119,292 shares of NextEra Energy, Inc.. This represents a change in shares of -23.78% 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)
2026-05-11 2026-03-31 13F NEXTERA ENERGY COM 65339F101 90,922 -28,370 -23.78 8,445 -11.82 0.3758
2026-02-10 2025-12-31 13F NEXTERA ENERGY COM 65339F101 119,292 1,569 1.33 9,577 7.77 0.4020
2025-11-05 2025-09-30 13F NEXTERA ENERGY COM 65339F101 117,723 1,595 1.37 8,887 10.23 0.3828
2025-08-04 2025-06-30 13F NEXTERA ENERGY COM 65339F101 116,128 3,879 3.46 8,062 1.31 0.3705
2025-05-12 2025-03-31 13F NEXTERA ENERGY COM 65339F101 112,249 5,013 4.67 7,957 3.51 0.3963
2025-02-05 2024-12-31 13F NEXTERA ENERGY COM 65339F101 107,236 3,656 3.53 7,688 -12.20 0.3827
2024-11-06 2024-09-30 13F NEXTERA ENERGY COM 65339F101 103,580 -487 -0.47 8,756 18.82 0.4341
2024-08-07 2024-06-30 13F NEXTERA ENERGY COM 65339F101 104,067 16,346 18.63 7,369 31.43 0.3813
2024-05-14 2024-03-31 13F NEXTERA ENERGY COM 65339F101 87,721 4,801 5.79 5,606 11.32 0.2884
2024-02-06 2023-12-31 13F NEXTERA ENERGY COM 65339F101 82,920 1,831 2.26 5,037 8.42 0.2772
2023-10-10 2023-09-30 13F NEXTERA ENERGY COM 65339F101 81,089 58,357 256.72 4,646 175.50 0.2717
2023-08-09 2023-06-30 13F NEXTERA ENERGY COM 65339F101 22,732 -540 -2.32 1,687 -5.97 0.0910
2023-05-11 2023-03-31 13F NEXTERA ENERGY COM 65339F101 23,272 -215 -0.92 1,794 -8.66 0.0941
2023-02-14 2022-12-31 13F NEXTERA ENERGY COM 65339F101 23,487 -1,576 -6.29 1,964 -0.10 0.0997
2022-11-09 2022-09-30 13F NEXTERA ENERGY COM 65339F101 25,063 3,523 16.36 1,965 17.74 0.1193
2022-08-15 2022-06-30 13F NEXTERA ENERGY COM 65339F101 21,540 964 4.69 1,669 -4.25 0.0957
2022-05-17 2022-03-31 13F NEXTERA ENERGY COM 65339F101 20,576 -152 -0.73 1,743 -9.92 0.0832
2022-02-10 2021-12-31 13F NEXTERA ENERGY COM 65339F101 20,728 -606 -2.84 1,935 15.52 0.0924
2021-11-03 2021-09-30 13F NEXTERA ENERGY COM 65339F101 21,334 -108 -0.50 1,675 6.62 0.0863
2021-08-10 2021-06-30 13F NEXTERA ENERGY COM 65339F101 21,442 -359 -1.65 1,571 -4.67 0.0804
2021-05-12 2021-03-31 13F NEXTERA ENERGY COM 65339F101 21,801 286 1.33 1,648 -0.72 0.0896
2021-02-11 2020-12-31 13F NEXTERA ENERGY COM 65339F101 21,515 15,591 263.18 1,660 0.97 0.0992
2020-11-13 2020-09-30 13F NEXTERA ENERGY COM 65339F101 5,924 30 0.51 1,644 16.18 0.1132
2020-08-11 2020-06-30 13F NEXTERA ENERGY COM 65339F101 5,894 362 6.54 1,415 6.31 0.1035
2020-05-11 2020-03-31 13F NEXTERA ENERGY COM 65339F101 5,532 57 1.04 1,331 0.38 0.1176
2020-02-13 2019-12-31 13F NEXTERA ENERGY COM 65339F101 5,475 -14 -0.26 1,326 3.67 0.0865
2019-11-08 2019-09-30 13F NEXTERA ENERGY COM 65339F101 5,489 22 0.40 1,279 14.20 0.1028
2019-08-06 2019-06-30 13F NEXTERA ENERGY COM 65339F101 5,467 32 0.59 1,120 6.57 0.0919
2019-05-09 2019-03-31 13F NEXTERA ENERGY COM 65339F101 5,435 36 0.67 1,051 12.05 0.0885
2019-02-08 2018-12-31 13F NEXTERA ENERGY COM 65339F101 5,399 38 0.71 938 4.34 0.0887
2018-11-08 2018-09-30 13F NEXTERA ENERGY COM 65339F101 5,361 0 0.00 899 0.45 0.0738
2018-08-07 2018-06-30 13F NEXTERA ENERGY COM 65339F101 5,361 43 0.81 895 2.99 0.0761
2018-05-04 2018-03-31 13F NEXTERA ENERGY COM 65339F101 5,318 0 0.00 869 4.57 0.0739
2018-02-02 2017-12-31 13F NEXTERA ENERGY COM 65339F101 5,318 1,408 36.01 831 45.03 0.0683
2017-10-27 2017-09-30 13F NEXTERA ENERGY COM 65339F101 3,910 167 4.46 573 9.14 0.0492
2017-08-15 2017-06-30 13F NEXTERA ENERGY COM 65339F101 3,743 -111 -2.88 525 6.06 0.0470
2017-04-28 2017-03-31 13F NEXTERA ENERGY COM 65339F101 3,854 -1,108 -22.33 495 -16.53 0.0448
2017-02-07 2016-12-31 13F NEXTERA ENERGY COM 65339F101 4,962 134 2.78 593 0.34 0.0552
2016-11-10 2016-09-30 13F NEXTERA ENERGY COM 65339F101 4,828 -140 -2.82 591 -8.80 0.0575
2016-08-05 2016-06-30 13F NEXTERA ENERGY COM 65339F101 4,968 0 0.00 648 10.20 0.0653
2016-05-04 2016-03-31 13F NEXTERA ENERGY COM 65339F101 4,968 -433 -8.02 588 4.81 0.0637
2016-01-29 2015-12-31 13F NEXTERA ENERGY COM 65339F101 5,401 38 0.71 561 7.27 0.0635
2015-11-09 2015-09-30 13F NEXTERA ENERGY COM 65339F101 5,363 -371 -6.47 523 -6.94 0.0615
2015-08-05 2015-06-30 13F NEXTERA ENERGY COM 65339F101 5,734 0 0.00 562 -5.86 0.0614
2015-05-06 2015-03-31 13F NEXTERA ENERGY COM 65339F101 5,734 5,734 0.00 597 0.0641
2015-02-04 2014-12-31 13F NEXTERA ENERGY COM 65339F101 0 -5,880 -100.00 0 -100.00
2014-11-05 2014-09-30 13F NEXTERA ENERGY COM 65339F101 5,880 271 4.83 552 -4.00 0.0609
2014-08-05 2014-06-30 13F NEXTERA ENERGY COM 65339F101 5,609 131 2.39 575 9.73 0.0607
2014-05-09 2014-03-31 13F NEXTERA ENERGY COM 65339F101 5,478 1,622 42.06 524 58.79 0.0578
2014-02-05 2013-12-31 13F Nextera Energy COM 65339F101 3,856 -599 -13.45 330 -7.56 0.0405
2013-11-01 2013-09-30 13F Nextera Energy COM 65339F101 4,455 353 8.61 357 6.89 0.0468
2013-08-01 2013-06-30 13F Nextera Energy COM 65339F101 4,102 4,102 334 0.0457
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.