NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionMorgan Stanley
Latest Disclosed Ownership64,751,882 shares
Latest Disclosed Value $ 6,014,155,086
Morgan Stanley reports 1.40% decrease in ownership of NEE / NextEra Energy, Inc.

On May 15, 2026 - Morgan Stanley filed a 13F-HR form disclosing ownership of 64,751,882 shares of NextEra Energy, Inc. (MX:NEE) valued at $6,014,155,086 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 27, 2026 disclosing 65,670,440 shares of NextEra Energy, Inc.. This represents a change in shares of -1.40% 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 64,751,882 -918,558 -1.40 6,014,155 14.08 0.3623
2026-05-27 2025-12-31 13F/A-1 NEXTERA ENERGY COM 65339F101 65,670,440 -409,937 -0.62 5,272,023 5.69 0.3148
2026-02-13 2025-12-31 13F NEXTERA ENERGY COM 65339F101 65,670,440 -409,937 5,272,023 0.3147
2026-05-27 2025-09-30 13F/A-1 NEXTERA ENERGY COM 65339F101 66,080,377 2,147,879 3.36 4,988,408 12.40 0.3020
2025-11-14 2025-09-30 13F NEXTERA ENERGY COM 65339F101 66,080,377 2,147,879 4,988,408 0.3020
2025-08-15 2025-06-30 13F NEXTERA ENERGY COM 65339F101 63,932,498 3,466,429 5.73 4,438,194 3.54 0.2891
2025-05-15 2025-03-31 13F NEXTERA ENERGY COM 65339F101 60,466,069 379,039 0.63 4,286,440 -0.49 0.3065
2025-05-15 2024-12-31 13F/A-1 NEXTERA ENERGY COM 65339F101 60,087,030 -1,211,586 -1.98 4,307,639 -16.87 0.3018
2025-02-14 2024-12-31 13F NEXTERA ENERGY COM 65339F101 60,087,030 -1,211,586 4,307,639 0.3018
2025-05-14 2024-09-30 13F/A-2 NEXTERA ENERGY COM 65339F101 61,298,616 1,382,178 2.31 5,181,572 22.13 0.3757
2025-02-14 2024-09-30 13F/A-1 NEXTERA ENERGY COM 65339F101 61,298,616 1,382,178 5,181,572 0.3757
2024-11-14 2024-09-30 13F NEXTERA ENERGY COM 65339F101 61,298,616 1,382,178 5,181,572 0.0446
2025-05-14 2024-06-30 13F/A-2 NEXTERA ENERGY COM 65339F101 59,916,438 3,202,119 5.65 4,242,683 17.05 0.3283
2024-10-17 2024-06-30 13F/A-1 NEXTERA ENERGY COM 65339F101 59,916,438 3,202,119 4,242,683 0.3283
2024-08-14 2024-06-30 13F NEXTERA ENERGY COM 65339F101 59,916,438 3,202,119 4,242,683 0.3283
2024-10-17 2024-03-31 13F/A-2 NEXTERA ENERGY COM 65339F101 56,714,319 7,216,929 14.58 3,624,612 20.56 0.2908
2024-08-16 2024-03-31 13F/A-1 NEXTERA ENERGY COM 65339F101 56,714,319 7,216,929 3,624,612 0.2909
2024-05-15 2024-03-31 13F NEXTERA ENERGY COM 65339F101 56,714,319 7,216,929 3,624,612 0.2909
2024-08-16 2023-12-31 13F/A-1 NEXTERA ENERGY COM 65339F101 49,497,390 -2,531,648 -4.87 3,006,472 0.86 0.2649
2024-02-13 2023-12-31 13F NEXTERA ENERGY COM 65339F101 49,497,390 -2,531,648 3,006,472 0.2649
2023-11-15 2023-09-30 13F NEXTERA ENERGY COM 65339F101 52,029,038 1,265,368 2.49 2,980,744 -20.87 0.3031
2023-08-14 2023-06-30 13F NEXTERA ENERGY COM 65339F101 50,763,670 3,982,528 8.51 3,766,665 4.46 0.3712
2023-05-15 2023-03-31 13F NEXTERA ENERGY COM 65339F101 46,781,142 649,577 1.41 3,605,891 -6.50 0.3866
2023-02-14 2022-12-31 13F NEXTERA ENERGY COM 65339F101 46,131,565 7,797,931 20.34 3,856,599 28.31 0.4380
2022-11-14 2022-09-30 13F NEXTERA ENERGY COM 65339F101 38,333,634 1,288,020 3.48 3,005,739 4.75 0.4097
2022-10-27 2022-06-30 13F/A-1 NEXTERA ENERGY COM 65339F101 37,045,614 10,094,574 37.46 2,869,553 25.69 0.3725
2022-08-15 2022-06-30 13F NEXTERA ENERGY COM 65339F101 37,045,614 10,094,574 2,869,553 0.0751
2022-10-27 2022-03-31 13F/A-1 NEXTERA ENERGY COM 65339F101 26,951,040 -1,112,240 -3.96 2,283,021 -12.86 0.3079
2022-05-13 2022-03-31 13F NEXTERA ENERGY COM 65339F101 26,951,040 -1,112,240 2,283,021 0.3079
2022-02-14 2021-12-31 13F NEXTERA ENERGY COM 65339F101 28,063,280 943,834 3.48 2,619,988 23.04 0.3235
2021-11-15 2021-09-30 13F NEXTERA ENERGY COM 65339F101 27,119,446 -420,833 -1.53 2,129,418 5.51 0.2868
2021-08-23 2021-06-30 13F/A-1 NEXTERA ENERGY COM 65339F101 27,540,279 591,499 2.19 2,018,152 -0.95 0.2662
2021-08-16 2021-06-30 13F NEXTERA ENERGY COM 65339F101 27,540,279 591,499 2,018,152 0.0553
2021-05-17 2021-03-31 13F NEXTERA ENERGY COM 65339F101 26,948,780 -787,477 -2.84 2,037,598 -4.78 0.2993
2021-02-16 2020-12-31 13F NEXTERA ENERGY COM 65339F101 27,736,257 20,467,531 281.58 2,139,850 6.06 0.3305
2020-11-13 2020-09-30 13F NEXTERA ENERGY COM 65339F101 7,268,726 -128,514 -1.74 2,017,506 13.56 0.3902
2020-08-14 2020-06-30 13F NEXTERA ENERGY COM 65339F101 7,397,240 46,023 0.63 1,776,594 0.44 0.3932
2020-05-26 2020-03-31 13F/A-1 NEXTERA ENERGY COM 65339F101 7,351,217 -1,030,516 -12.29 1,768,849 -12.85 0.4807
2020-05-15 2020-03-31 13F NEXTERA ENERGY COM 65339F101 7,351,217 7,339,702 1,768,849 135,884.4774
2020-02-14 2019-12-31 13F NEXTERA ENERGY COM 65339F101 8,381,733 1,017,716 13.82 2,029,721 18.30 0.4720
2019-11-14 2019-09-30 13F NEXTERA ENERGY COM 65339F101 7,364,017 7,337,770 27,956.60 1,715,742 99,943.27 0.4542
2019-08-14 2019-06-30 13F NEXTERA ENERGY UNIT 09/01/2019 65339F820 26,247 377 1.46 1,715 6.52 0.0005
2019-08-14 2019-06-30 13F NEXTERA ENERGY COM 65339F101 7,471,337 -535,799 1,530,578 0.4074
2019-05-15 2019-03-31 13F NEXTERA ENERGY UNIT 09/01/2019 65339F820 25,870 12,931 99.94 1,610 115.53 0.0005
2019-05-15 2019-03-31 13F NEXTERA ENERGY COM 65339F101 8,007,136 -315,490 1,547,938 0.4382
2019-02-14 2018-12-31 13F NEXTERA ENERGY UNIT 09/01/2019 65339F820 12,939 -8,015 -38.25 747 -37.54 0.0002
2019-02-14 2018-12-31 13F NEXTERA ENERGY COM 65339F101 8,322,626 279,890 1,446,637 0.4329
2019-04-23 2018-09-30 13F/A-2 NEXTERA ENERGY UNIT 09/01/2019 65339F820 20,954 20,685 7,689.59 1,196 5,880.00 0.0003
2019-04-23 2018-09-30 13F/A-2 NEXTERA ENERGY COM 65339F101 8,042,736 791,424 1,347,960 0.3374
2018-11-20 2018-09-30 13F/A-1 NEXTERA ENERGY UNIT 09/01/2019 65339F820 20,954 -8,021,782 1,196 0.0003
2018-11-20 2018-09-30 13F/A-1 NEXTERA ENERGY COM 65339F101 8,042,736 8,021,782 1,347,960 0.3374
2018-11-14 2018-09-30 13F NEXTERA ENERGY UNIT 09/01/2019 65339F820 20,954 -8,021,782 1,196
2018-11-14 2018-09-30 13F NEXTERA ENERGY COM 65339F101 8,042,736 8,042,467 1,347,960
2019-04-23 2018-06-30 13F/A-1 NEXTERA ENERGY UNIT 08/31/2018 65339F846 269 0 0.00 20 0.00 0.0000
2019-04-23 2018-06-30 13F/A-1 NEXTERA ENERGY UNIT 09/01/2019 65339F820 12,584 12,315 712 0.0002
2019-04-23 2018-06-30 13F/A-1 NEXTERA ENERGY COM 65339F101 7,251,312 153,994 1,211,187 0.3272
2018-08-14 2018-06-30 13F NEXTERA ENERGY UNIT 08/31/2018 65339F846 269 -12,315 20
2018-08-14 2018-06-30 13F NEXTERA ENERGY UNIT 09/01/2019 65339F820 12,584 -7,238,728 712
2018-08-14 2018-06-30 13F NEXTERA ENERGY COM 65339F101 7,251,312 7,251,043 1,211,187
2019-04-23 2018-03-31 13F/A-1 NEXTERA ENERGY UNIT 08/31/2018 65339F846 269 -9 -3.24 20 5.26 0.0000
2019-04-23 2018-03-31 13F/A-1 NEXTERA ENERGY UNIT 09/01/2019 65339F820 12,069 11,800 696 0.0002
2019-04-23 2018-03-31 13F/A-1 NEXTERA ENERGY COM 65339F101 7,097,318 779,005 1,159,205 0.3217
2018-05-14 2018-03-31 13F NEXTERA ENERGY UNIT 08/31/2018 65339F846 269 -11,800 20
2018-05-14 2018-03-31 13F NEXTERA ENERGY UNIT 09/01/2019 65339F820 12,069 -7,085,249 696
2018-05-14 2018-03-31 13F NEXTERA ENERGY COM 65339F101 7,097,318 7,097,040 1,159,205
2019-04-23 2017-12-31 13F/A-1 NEXTERA ENERGY UNIT 08/31/2018 65339F846 278 31 12.55 19 18.75 0.0000
2019-04-23 2017-12-31 13F/A-1 NEXTERA ENERGY UNIT 09/01/2019 65339F820 12,382 12,104 695 0.0002
2019-04-23 2017-12-31 13F/A-1 NEXTERA ENERGY COM 65339F101 6,318,313 300,081 986,856 0.2701
2018-02-14 2017-12-31 13F NEXTERA ENERGY UNIT 08/31/2018 65339F846 278 -12,104 19
2018-02-14 2017-12-31 13F NEXTERA ENERGY UNIT 09/01/2019 65339F820 12,382 -6,305,931 695
2018-02-14 2017-12-31 13F NEXTERA ENERGY COM 65339F101 6,318,313 6,318,066 986,856
2017-11-14 2017-09-30 13F NEXTERA ENERGY UNIT 08/31/2018 65339F846 247 -500 -66.93 16 -66.67 0.0000
2017-11-14 2017-09-30 13F NEXTERA ENERGY UNIT 09/01/2019 65339F820 16,484 16,237 902 0.0003
2017-11-14 2017-09-30 13F NEXTERA ENERGY COM 65339F101 6,018,232 968,706 881,973 0.2642
2017-08-11 2017-06-30 13F NEXTERA ENERGY UNIT 08/31/2018 65339F846 747 0 0.00 48 6.67 0.0000
2017-08-11 2017-06-30 13F NEXTERA ENERGY UNIT 09/01/2019 65339F820 16,271 15,524 866 0.0003
2017-08-11 2017-06-30 13F NEXTERA ENERGY COM 65339F101 5,049,526 -479,142 707,590 0.2138
2017-05-22 2017-03-31 13F/A-1 NEXTERA ENERGY UNIT 08/31/2018 65339F846 747 500 202.43 45 221.43 0.0000
2017-05-22 2017-03-31 13F/A-1 NEXTERA ENERGY UNIT 09/01/2019 65339F820 14,108 13,361 712 0.0002
2017-05-22 2017-03-31 13F/A-1 NEXTERA ENERGY COM 65339F101 5,528,668 114,697 709,716 0.2181
2017-05-12 2017-03-31 13F NEXTERA ENERGY UNIT 08/31/2018 65339F846 747 45
2017-05-12 2017-03-31 13F NEXTERA ENERGY UNIT 09/01/2019 65339F820 14,108 712
2017-05-12 2017-03-31 13F NEXTERA ENERGY COM 65339F101 5,528,668 709,716
2017-02-22 2016-12-31 13F/A-1 NEXTERA ENERGY UNIT 08/31/2018 65339F846 247 -1,586 -86.52 14 -87.04 0.0000
2017-02-22 2016-12-31 13F/A-1 NEXTERA ENERGY UNIT 09/01/2019 65339F820 11,444 11,197 556 0.0002
2017-02-22 2016-12-31 13F/A-1 NEXTERA ENERGY COM 65339F101 5,413,971 -447,663 646,752 0.2117
2017-02-13 2016-12-31 13F NEXTERA ENERGY UNIT 08/31/2018 65339F846 247 14
2017-02-13 2016-12-31 13F NEXTERA ENERGY UNIT 09/01/2019 65339F820 11,444 556
2017-02-13 2016-12-31 13F NEXTERA ENERGY COM 65339F101 5,413,971 646,752
2016-11-10 2016-09-30 13F NEXTERA ENERGY UNIT 08/31/2018 65339F846 1,833 1,408 331.29 108 285.71 0.0000
2016-11-10 2016-09-30 13F NEXTERA ENERGY UNIT 09/01/2019 65339F820 11,709 9,876 578 0.0002
2016-11-10 2016-09-30 13F NEXTERA ENERGY COM 65339F101 5,861,634 -136,188 716,994 0.2449
2016-08-12 2016-06-30 13F NEXTERA ENERGY UNIT 09/01/2016 65339F861 425 -96 -18.43 28 -9.68 0.0000
2016-08-12 2016-06-30 13F NEXTERA ENERGY UNIT 08/31/2018 65339F846 1,512 1,087 95 0.0000
2016-08-12 2016-06-30 13F NEXTERA ENERGY COM 65339F101 5,997,822 -1,074,626 782,116 0.2825
2016-05-12 2016-03-31 13F NEXTERA ENERGY UNIT 08/31/2018 65339F846 521 -3,755 -87.82 31 -86.16 0.0000
2016-05-12 2016-03-31 13F NEXTERA ENERGY COM 65339F101 7,072,448 -135,968 836,954 0.3221
2016-02-09 2015-12-31 13F NEXTERA ENERGY UNIT 08/31/2018 65339F846 4,276 4,176 4,176.00 224 4,380.00 0.0001
2016-02-09 2015-12-31 13F NEXTERA ENERGY COM 65339F101 7,208,416 63,502 748,882 0.2711
2016-02-08 2015-09-30 13F/A-1 NEXTERA ENERGY UNIT 09/01/2016 65339F861 100 -128,551 -99.92 5 -99.94 0.0000
2016-02-08 2015-09-30 13F/A-1 NEXTERA ENERGY COM 65339F101 7,144,914 975,035 696,987 0.2576
2015-11-09 2015-09-30 13F NEXTERA ENERGY UNIT 09/01/2016 65339F861 100 5
2015-11-09 2015-09-30 13F NEXTERA ENERGY COM 65339F101 7,144,914 696,987
2015-08-12 2015-06-30 13F NEXTERA ENERGY UNIT 09/01/2015 65339F887 128,651 0 0.00 7,928 -5.81 0.0027
2015-08-12 2015-06-30 13F NEXTERA ENERGY UNIT 09/01/2016 65339F861 100 -128,551 5 0.0000
2015-08-12 2015-06-30 13F NEXTERA ENERGY COM 65339F101 6,169,879 228,395 604,833 0.2096
2015-05-14 2015-03-31 13F NEXTERA ENERGY UNIT 09/01/2015 65339F887 128,651 -177,200 -57.94 8,417 -58.93 0.0031
2015-05-14 2015-03-31 13F NEXTERA ENERGY UNIT 09/01/2016 65339F861 100 -128,551 6 0.0000
2015-05-14 2015-03-31 13F NEXTERA ENERGY COM 65339F101 5,941,484 41,445 618,211 0.2277
2015-02-13 2014-12-31 13F NEXTERA ENERGY UNIT 09/01/2015 65339F887 305,851 30,812 11.20 20,494 24.42 0.0075
2015-02-13 2014-12-31 13F NEXTERA ENERGY UNIT 99/99/9999 65339F861 100 -305,751 6 0.0000
2015-02-13 2014-12-31 13F NEXTERA ENERGY COM 65339F101 5,900,039 -76,987 627,115 0.2293
2014-12-16 2014-09-30 13F/A-1 NEXTERA ENERGY UNIT 09/01/2015 65339F887 275,039 -164,380 -37.41 16,472 -38.91 0.0063
2014-12-16 2014-09-30 13F/A-1 NEXTERA ENERGY UNIT 99/99/9999 65339F861 100 -274,939 5 0.0000
2014-12-16 2014-09-30 13F/A-1 NEXTERA ENERGY COM 65339F101 5,977,026 739,360 561,124 0.2158
2014-11-14 2014-09-30 13F NEXTERA ENERGY UNIT 09/01/2015 65339F887 275,039 16,472
2014-11-14 2014-09-30 13F NEXTERA ENERGY UNIT 99/99/9999 65339F861 100 5
2014-11-14 2014-09-30 13F NEXTERA ENERGY COM 65339F101 5,977,026 561,124
2014-05-13 2014-03-31 13F NEXTERA ENERGY UNIT 09/01/2015 65339F887 439,419 70,694 19.17 26,963 29.11 0.0113
2014-05-13 2014-03-31 13F NEXTERA ENERGY UNIT 99/99/9999 65339F861 6,675 -432,744 360 0.0002
2014-05-13 2014-03-31 13F NEXTERA ENERGY COM 65339F101 5,237,666 2,064,089 500,825 0.2097
2014-02-13 2013-12-31 13F NEXTERA ENERGY UNIT 09/01/2015 65339F887 368,725 111,725 43.47 20,883 48.90 0.0089
2014-02-13 2013-12-31 13F NEXTERA ENERGY UNIT 99/99/9999 65339F861 6,625 -362,100 333 0.0001
2014-02-13 2013-12-31 13F NEXTERA ENERGY COM 65339F101 3,173,577 920,308 271,724 0.1156
2013-11-13 2013-09-30 13F NEXTERA ENERGY INC CONV PFD PREFERRED 65339F887 257,000 -967,896 -79.02 14,025 -85.95 0.0066
2013-11-13 2013-09-30 13F NEXTERA ENERGY INC COM ST COM 65339F101 2,253,269 1,028,373 180,622 0.0854
2013-08-08 2013-06-30 13F NEXTERA ENERGY INC COM ST COM 65339F101 1,224,896 1,224,896 99,806 0.0503
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.