NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionMunro Partners
Latest Disclosed Ownership1,544,112 shares
Latest Disclosed Value $ 143,417,123
Munro Partners reports 309.76% increase in ownership of NEE / NextEra Energy, Inc.

On May 6, 2026 - Munro Partners filed a 13F-HR form disclosing ownership of 1,544,112 shares of NextEra Energy, Inc. (MX:NEE) valued at $143,417,123 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 376,837 shares of NextEra Energy, Inc.. This represents a change in shares of 309.76% 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)
2026-05-06 2026-03-31 13F NEXTERA ENERGY COM 65339F101 1,544,112 1,167,275 309.76 143,417 374.07 4.8599
2026-02-17 2025-12-31 13F NEXTERA ENERGY COM 65339F101 376,837 87,505 30.24 30,252 38.51 0.7859
2025-10-15 2025-09-30 13F NEXTERA ENERGY COM 65339F101 289,332 22,400 8.39 21,842 17.87 0.5918
2025-10-15 2025-06-30 13F/A-1 NEXTERA ENERGY COM 65339F101 266,932 44,067 19.77 18,530 17.29 0.5765
2025-08-27 2025-06-30 13F NEXTERA ENERGY COM 65339F101 266,932 44,067 18,530 0.5797
2025-10-14 2025-03-31 13F NEXTERA ENERGY COM 65339F101 222,865 91,980 70.28 15,799 68.37 0.7391
2025-10-15 2024-12-31 13F NEXTERA ENERGY COM 65339F101 130,885 60,305 85.44 9,383 57.27 0.3117
2025-10-21 2024-09-30 13F NEXTERA ENERGY COM 65339F101 70,580 -465,685 -86.84 5,966 -84.29 0.2173
2025-10-21 2024-06-30 13F NEXTERA ENERGY COM 65339F101 536,265 503,365 1,529.98 37,973 1,706.47 1.4064
2025-10-21 2024-03-31 13F NEXTERA ENERGY COM 65339F101 32,900 -18,001 -35.36 2,103 -32.00 0.0754
2025-10-28 2023-12-31 13F NEXTERA ENERGY COM 65339F101 50,901 -2,309 -4.34 3,092 1.41 0.1384
2025-10-28 2023-09-30 13F NEXTERA ENERGY COM 65339F101 53,210 -587,732 -91.70 3,048 -93.59 0.1538
2025-10-28 2023-06-30 13F NEXTERA ENERGY COM 65339F101 640,942 -715,065 -52.73 47,558 -54.50 2.1910
2025-10-28 2023-03-31 13F NEXTERA ENERGY COM 65339F101 1,356,007 -317,790 -18.99 104,521 -25.30 5.1110
2025-10-28 2022-12-31 13F NEXTERA ENERGY COM 65339F101 1,673,797 142,762 9.32 139,929 16.56 8.0006
2025-10-28 2022-09-30 13F NEXTERA ENERGY COM 65339F101 1,531,035 8,467 0.56 120,048 1.79 7.1215
2025-10-28 2022-06-30 13F NEXTERA ENERGY COM 65339F101 1,522,568 91,955 6.43 117,938 -2.68 6.9321
2025-10-28 2022-03-31 13F NEXTERA ENERGY COM 65339F101 1,430,613 -194,935 -11.99 121,187 -20.15 4.3487
2025-10-28 2021-12-31 13F NEXTERA ENERGY COM 65339F101 1,625,548 190,285 13.26 151,761 34.66 4.2413
2025-10-28 2021-09-30 13F NEXTERA ENERGY COM 65339F101 1,435,263 -183,807 -11.35 112,697 -5.01 3.8594
2025-10-28 2021-06-30 13F NEXTERA ENERGY COM 65339F101 1,619,070 153,750 10.49 118,645 7.09 4.0855
2025-10-28 2021-03-31 13F NEXTERA ENERGY COM 65339F101 1,465,320 351,720 31.58 110,793 28.96 4.7698
2025-10-28 2020-12-31 13F NEXTERA ENERGY COM 65339F101 1,113,600 1,113,600 85,914 3.7263
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.