NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionMidWestOne Financial Group, Inc.
Latest Disclosed Ownership16,976 shares
Latest Disclosed Value $ 1,362,833
MidWestOne Financial Group, Inc. reports 1.52% decrease in ownership of NEE / NextEra Energy, Inc.

On February 11, 2026 - MidWestOne Financial Group, Inc. filed a 13F-HR form disclosing ownership of 16,976 shares of NextEra Energy, Inc. (MX:NEE) valued at $1,362,833 USD as of December 31, 2025. The entity filed a previous 13F-HR on November 6, 2025 disclosing 17,238 shares of NextEra Energy, Inc.. This represents a change in shares of -1.52% 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)
2026-02-11 2025-12-31 13F NEXTERA ENERGY COM 65339F101 16,976 -262 -1.52 1,363 4.69 0.1513
2025-11-06 2025-09-30 13F NEXTERA ENERGY COM 65339F101 17,238 50 0.29 1,301 9.05 0.1580
2025-08-14 2025-06-30 13F NEXTERA ENERGY COM 65339F101 17,188 2,018 13.30 1,193 10.98 0.1549
2025-05-15 2025-03-31 13F NEXTERA ENERGY COM 65339F101 15,170 -5,943 -28.15 1,075 -28.95 0.1527
2025-02-18 2024-12-31 13F NEXTERA ENERGY COM 65339F101 21,113 -3,005 -12.46 1,514 -25.76 0.2126
2024-11-15 2024-09-30 13F NEXTERA ENERGY COM 65339F101 24,118 -2,617 -9.79 2,039 7.66 0.2814
2024-08-15 2024-06-30 13F NEXTERA ENERGY COM 65339F101 26,735 1,785 7.15 1,893 18.76 0.3413
2024-05-15 2024-03-31 13F NEXTERA ENERGY COM 65339F101 24,950 13,003 108.84 1,595 119.86 0.2865
2024-02-15 2023-12-31 13F NEXTERA ENERGY COM 65339F101 11,947 543 4.76 726 11.03 0.1379
2023-11-15 2023-09-30 13F NEXTERA ENERGY COM 65339F101 11,404 137 1.22 653 -21.89 0.1481
2023-08-15 2023-06-30 13F NEXTERA ENERGY COM 65339F101 11,267 107 0.96 836 -2.79 0.1812
2023-05-16 2023-03-31 13F NEXTERA ENERGY COM 65339F101 11,160 -1,104 -9.00 860 -16.10 0.1943
2023-02-14 2022-12-31 13F NEXTERA ENERGY COM 65339F101 12,264 4,020 48.76 1,025 58.67 0.2289
2022-11-15 2022-09-30 13F NEXTERA ENERGY COM 65339F101 8,244 0 0.00 646 1.10 0.1645
2022-08-16 2022-06-30 13F NEXTERA ENERGY COM 65339F101 8,244 -31 -0.37 639 -8.84 0.1581
2022-05-17 2022-03-31 13F NEXTERA ENERGY COM 65339F101 8,275 31 0.38 701 -8.96 0.1510
2022-02-15 2021-12-31 13F NEXTERA ENERGY COM 65339F101 8,244 0 0.00 770 19.01 0.1615
2021-11-15 2021-09-30 13F NEXTERA ENERGY COM 65339F101 8,244 0 0.00 647 7.12 0.1516
2021-08-17 2021-06-30 13F NEXTERA ENERGY COM 65339F101 8,244 244 3.05 604 -0.17 0.1426
2021-05-18 2021-03-31 13F NEXTERA ENERGY COM 65339F101 8,000 0 0.00 605 -1.94 0.1464
2021-02-17 2020-12-31 13F NEXTERA ENERGY COM 65339F101 8,000 5,835 269.52 617 2.66 0.1692
2020-11-17 2020-09-30 13F NEXTERA ENERGY COM 65339F101 2,165 2,165 601 0.1994
2020-08-17 2020-06-30 13F NEXTERA ENERGY COM 65339F101 0 -2,341 -100.00 0 -100.00
2020-05-14 2020-03-31 13F NEXTERA ENERGY COM 65339F101 2,341 141 6.41 563 5.83 0.2069
2020-02-14 2019-12-31 13F NEXTERA ENERGY COM 65339F101 2,200 0 0.00 532 3.70 0.1105
2019-11-14 2019-09-30 13F NEXTERA ENERGY COM 65339F101 2,200 0 0.00 513 13.75 0.1584
2019-08-15 2019-06-30 13F NEXTERA ENERGY COM 65339F101 2,200 2,200 451 0.1238
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.