NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionMAI Capital Management
Latest Disclosed Ownership218,443 shares
Latest Disclosed Value $ 20,289,008
MAI Capital Management reports 2.33% decrease in ownership of NEE / NextEra Energy, Inc.

On May 15, 2026 - MAI Capital Management filed a 13F-HR form disclosing ownership of 218,443 shares of NextEra Energy, Inc. (MX:NEE) valued at $20,289,008 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 223,657 shares of NextEra Energy, Inc.. This represents a change in shares of -2.33% 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)
2026-05-15 2026-03-31 13F NEXTERA ENERGY COM 65339F101 218,443 -5,214 -2.33 20,289 13.00 0.1145
2026-02-13 2025-12-31 13F NEXTERA ENERGY COM 65339F101 223,657 22,252 11.05 17,955 18.09 0.1033
2025-11-10 2025-09-30 13F NEXTERA ENERGY COM 65339F101 201,405 23,208 13.02 15,204 22.91 0.0947
2025-08-12 2025-06-30 13F NEXTERA ENERGY COM 65339F101 178,197 168 0.09 12,370 -1.98 0.0855
2025-05-15 2025-03-31 13F NEXTERA ENERGY COM 65339F101 178,029 -3,520 -1.94 12,620 -3.03 0.0951
2025-02-14 2024-12-31 13F NEXTERA ENERGY COM 65339F101 181,549 9,891 5.76 13,015 -10.30 0.0964
2024-11-07 2024-09-30 13F Nextera Energy CS 65339F101 171,658 -13,884 -7.48 14,510 10.44 0.1382
2024-08-12 2024-06-30 13F Nextera Energy CS 65339F101 185,542 50 0.03 13,138 10.83 0.1287
2024-05-08 2024-03-31 13F Nextera Energy CS 65339F101 185,492 -10,901 -5.55 11,855 -0.62 0.1228
2024-02-09 2023-12-31 13F Nextera Energy CS 65339F101 196,393 -322,668 -62.16 11,929 -59.89 0.1568
2023-11-14 2023-09-30 13F Nextera Energy CS 65339F101 519,061 11,575 2.28 29,737 -21.03 0.4422
2023-08-02 2023-06-30 13F Nextera Energy CS 65339F101 507,486 8,959 1.80 37,655 -2.01 0.5541
2023-05-10 2023-03-31 13F Nextera Energy CS 65339F101 498,527 16,069 3.33 38,426 -4.73 0.6053
2023-02-09 2022-12-31 13F Nextera Energy CS 65339F101 482,458 75,392 18.52 40,334 26.36 0.6776
2022-11-15 2022-09-30 13F Nextera Energy CS 65339F101 407,066 17,639 4.53 31,918 5.81 0.5995
2022-07-19 2022-06-30 13F Nextera Energy CS 65339F101 389,427 17,447 4.69 30,165 -4.27 0.5761
2022-05-10 2022-03-31 13F Nextera Energy CS 65339F101 371,980 22,860 6.55 31,510 -3.33 0.5295
2022-02-11 2021-12-31 13F NextEra Energy CS 65339F101 349,120 15,365 4.60 32,594 24.38 0.5251
2021-11-12 2021-09-30 13F NextEra Energy CS 65339F101 333,755 -57,961 -14.80 26,206 -8.71 0.5045
2021-07-19 2021-06-30 13F NextEra Energy CS 65339F101 391,716 13,551 3.58 28,705 0.39 0.5698
2021-05-10 2021-03-31 13F NextEra Energy CS 65339F101 378,165 9,124 2.47 28,593 0.43 0.6391
2021-02-16 2020-12-31 13F NextEra Energy CS 65339F101 369,041 284,301 335.50 28,471 21.05 0.7119
2020-10-26 2020-09-30 13F NextEra Energy CS 65339F101 84,740 1,002 1.20 23,520 16.95 0.6809
2020-07-27 2020-06-30 13F NextEra Energy CS 65339F101 83,738 432 0.52 20,111 0.33 0.6313
2020-04-16 2020-03-31 13F NextEra Energy CS 65339F101 83,306 -6,732 -7.48 20,045 -8.07 0.8181
2020-02-03 2019-12-31 13F NextEra Energy CS 65339F101 90,038 1,282 1.44 21,804 5.44 0.7066
2019-10-29 2019-09-30 13F NextEra Energy CS 65339F101 88,756 -4,969 -5.30 20,679 7.70 0.9216
2019-08-15 2019-06-30 13F NextEra Energy CS 65339F101 93,725 440 0.47 19,200 6.47 0.8675
2019-04-29 2019-03-31 13F NextEra Energy CS 65339F101 93,285 319 0.34 18,034 11.60 0.9235
2019-01-30 2018-12-31 13F NextEra Energy CS 65339F101 92,966 197 0.21 16,159 3.93 0.9418
2018-10-12 2018-09-30 13F NextEra Energy CS 65339F101 92,769 416 0.45 15,548 0.79 0.7943
2018-08-16 2018-06-30 13F NextEra Energy CS 65339F101 92,353 1,119 1.23 15,426 3.52 0.8320
2018-04-17 2018-03-31 13F NextEra Energy CS 65339F101 91,234 -592 -0.64 14,901 3.90 0.8460
2018-01-30 2017-12-31 13F NextEra Energy CS 65339F101 91,826 805 0.88 14,342 7.52 0.8148
2017-10-12 2017-09-30 13F NextEra Energy CS 65339F101 91,021 1,280 1.43 13,339 6.08 0.8098
2017-08-07 2017-06-30 13F NextEra Energy CS 65339F101 89,741 -9,998 -10.02 12,575 -1.79 0.8101
2017-05-11 2017-03-31 13F NextEra Energy CS 65339F101 99,739 1,484 1.51 12,804 9.08 0.8615
2017-01-31 2016-12-31 13F NextEra Energy CS 65339F101 98,255 7,655 8.45 11,738 5.92 0.8535
2016-10-18 2016-09-30 13F NextEra Energy CS 65339F101 90,600 -3,791 -4.02 11,082 -9.97 0.8358
2016-07-14 2016-06-30 13F NextEra Energy CS 65339F101 94,391 -11,333 -10.72 12,309 -1.61 0.9487
2016-04-08 2016-03-31 13F NextEra Energy CS 65339F101 105,724 1,537 1.48 12,511 15.59 0.9568
2016-01-27 2015-12-31 13F NextEra Energy CS 65339F101 104,187 17,021 19.53 10,824 27.30 0.8252
2015-10-28 2015-09-30 13F NextEra Energy CS 65339F101 87,166 80,866 1,283.59 8,503 1,275.89 0.6431
2015-07-09 2015-06-30 13F NextEra Energy CS 65339F101 6,300 -1,917 -23.33 618 -27.72 0.0407
2015-04-30 2015-03-31 13F NextEra Energy CS 65339F101 8,217 -146 -1.75 855 -3.82 0.0573
2015-01-20 2014-12-31 13F NextEra Energy CS 65339F101 8,363 1,319 18.73 889 34.49 0.0623
2014-10-16 2014-09-30 13F/A-1 NextEra Energy CS 65339F101 7,044 -280 -3.82 661 -11.98 0.0637
2014-10-16 2014-09-30 13F NextEra Energy COM 65339F101 7,324 751
2014-07-28 2014-06-30 13F NextEra Energy COM 65339F101 7,324 -175 -2.33 751 4.74 0.0722
2014-04-28 2014-03-31 13F NextEra Energy COM 65339F101 7,499 186 2.54 717 14.54 0.0722
2014-02-06 2013-12-31 13F NextEra Energy COM 65339F101 7,313 0 0.00 626 6.83 0.0664
2013-10-28 2013-09-30 13F NextEra Energy COM 65339F101 7,313 -905 -11.01 586 -12.54 0.0761
2013-08-01 2013-06-30 13F NextEra Energy COM 65339F101 8,218 8,218 670 0.0873
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.