NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionMercer Global Advisors Inc /adv
Latest Disclosed Ownership359,935 shares
Latest Disclosed Value $ 33,430,732
Mercer Global Advisors Inc /adv reports 7.89% increase in ownership of NEE / NextEra Energy, Inc.

On May 15, 2026 - Mercer Global Advisors Inc /adv filed a 13F-HR form disclosing ownership of 359,935 shares of NextEra Energy, Inc. (MX:NEE) valued at $33,430,732 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 333,627 shares of NextEra Energy, Inc.. This represents a change in shares of 7.89% 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 359,935 26,308 7.89 33,431 11.87 0.0495
2026-02-17 2025-12-31 13F NEXTERA ENERGY COM 65339F101 333,627 73,315 28.16 29,884 52.08 0.0456
2025-11-14 2025-09-30 13F NEXTERA ENERGY COM 65339F101 260,312 27,956 12.03 19,651 21.80 0.0328
2025-08-14 2025-06-30 13F NEXTERA ENERGY COM 65339F101 232,356 -3,081 -1.31 16,133 -3.31 0.0329
2025-05-15 2025-03-31 13F NEXTERA ENERGY COM 65339F101 235,437 -20,197 -7.90 16,686 -8.95 0.0383
2025-02-14 2024-12-31 13F NEXTERA ENERGY COM 65339F101 255,634 -22,804 -8.19 18,326 -22.75 0.0447
2024-11-14 2024-09-30 13F NEXTERA ENERGY COM 65339F101 278,438 17,668 6.78 23,722 42.65 0.0555
2024-08-12 2024-06-30 13F NEXTERA ENERGY COM 65339F101 260,770 7,828 3.09 16,630 103,837.50 0.0453
2024-05-15 2024-03-31 13F NEXTERA ENERGY COM 65339F101 252,942 21,291 9.19 16 14.29 0.0460
2024-02-15 2023-12-31 13F NEXTERA ENERGY COM 65339F101 231,651 44,201 23.58 14 40.00 0.0423
2023-11-15 2023-09-30 13F/A-1 NEXTERA ENERGY COM 65339F101 187,450 4,743 2.60 11 -23.08 0.0408
2023-11-14 2023-09-30 13F NEXTERA ENERGY COM 65339F101 187,450 4,743 11 0.0408
2023-08-14 2023-06-30 13F NEXTERA ENERGY COM 65339F101 182,707 7,336 4.18 14 0.00 0.0538
2023-05-16 2023-03-31 13F NEXTERA ENERGY COM 65339F101 175,371 -3,650 -2.04 14 -7.14 0.0614
2023-02-09 2022-12-31 13F NEXTERA ENERGY COM 65339F101 179,021 5,301 3.05 15 -99.90 0.0749
2022-11-15 2022-09-30 13F NEXTERA ENERGY COM 65339F101 173,720 13,399 8.36 13,621 9.69 0.0808
2022-08-10 2022-06-30 13F NEXTERA ENERGY COM 65339F101 160,321 -1,068 -0.66 12,418 -9.17 0.0760
2022-05-10 2022-03-31 13F NEXTERA ENERGY COM 65339F101 161,389 8,687 5.69 13,671 -4.10 0.0805
2022-02-04 2021-12-31 13F NEXTERA ENERGY COM 65339F101 152,702 5,412 3.67 14,256 23.27 0.0880
2021-11-10 2021-09-30 13F NEXTERA ENERGY COM 65339F101 147,290 13,441 10.04 11,565 17.91 0.0808
2021-08-10 2021-06-30 13F NEXTERA ENERGY COM 65339F101 133,849 11,252 9.18 9,808 5.80 0.0754
2021-08-10 2021-03-31 13F/A-1 NEXTERA ENERGY COM 65339F101 122,597 22,150 22.05 9,270 19.63 0.0843
2021-05-11 2021-03-31 13F NEXTERA ENERGY COM 65339F101 122,597 22,150 9,270 0.0888
2021-02-12 2020-12-31 13F NEXTERA ENERGY COM 65339F101 100,447 -2,562 -2.49 7,749 8.41 0.0968
2020-12-10 2020-09-30 13F NEXTERA ENERGY COM 65339F101 103,009 79,996 347.61 7,148 29.33 0.1075
2020-08-10 2020-06-30 13F NEXTERA ENERGY COM 65339F101 23,013 656 2.93 5,527 2.73 0.1004
2020-05-18 2020-03-31 13F NEXTERA ENERGY COM 65339F101 22,357 2,317 11.56 5,380 10.86 0.1184
2020-02-13 2019-12-31 13F NEXTERA ENERGY INC COM COM 65339F101 20,040 218 1.10 4,853 5.09 0.0969
2019-11-12 2019-09-30 13F NEXTERA ENERGY INC COM COM 65339F101 19,822 6,516 48.97 4,618 69.41 0.1086
2019-08-14 2019-06-30 13F NEXTERA ENERGY INC COM COM 65339F101 13,306 -1,792 -11.87 2,726 -6.61 0.0723
2019-04-23 2019-03-31 13F/A-1 NEXTERA ENERGY INC COM COM 65339F101 15,098 15,098 2,919 0.1050
2019-04-12 2019-03-31 13F NEXTERA ENERGY INC COM COM 65339F101 15,394 2,676 0.1426
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.