NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionO'Brien Greene & Co. Inc
Latest Disclosed Ownership92,670 shares
Latest Disclosed Value $ 8,607,196
O'Brien Greene & Co. Inc reports 1.28% increase in ownership of NEE / NextEra Energy, Inc.

On May 6, 2026 - O'Brien Greene & Co. Inc filed a 13F-HR form disclosing ownership of 92,670 shares of NextEra Energy, Inc. (MX:NEE) valued at $8,607,196 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 91,499 shares of NextEra Energy, Inc.. This represents a change in shares of 1.28% 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 92,670 1,171 1.28 8,607 17.18 1.3733
2026-02-05 2025-12-31 13F Nextera Energy COM 65339F101 91,499 2,789 3.14 7,346 9.69 2.1807
2025-11-10 2025-09-30 13F Nextera Energy COM 65339F101 88,710 -2,762 -3.02 6,697 5.45 2.0595
2025-08-06 2025-06-30 13F Nextera Energy COM 65339F101 91,472 1,177 1.30 6,350 -0.78 2.0770
2025-05-12 2025-03-31 13F Nextera Energy COM 65339F101 90,295 -1,615 -1.76 6,401 -2.87 2.1473
2025-02-03 2024-12-31 13F Nextera Energy COM 65339F101 91,910 363 0.40 6,589 -14.85 2.1393
2024-11-15 2024-09-30 13F Nextera Energy COM 65339F101 91,547 -789 -0.85 7,738 18.35 2.4097
2024-08-12 2024-06-30 13F Nextera Energy COM 65339F101 92,336 3,635 4.10 6,538 15.35 2.0706
2024-05-02 2024-03-31 13F Nextera Energy COM 65339F101 88,701 -4,579 -4.91 5,669 0.05 1.8639
2024-02-02 2023-12-31 13F Nextera Energy COM 65339F101 93,280 -380 -0.41 5,666 5.59 1.9923
2023-11-08 2023-09-30 13F NEXTERA ENERGY COM 65339F101 93,660 9,478 11.26 5,366 89,316.67 1.9627
2023-08-15 2023-06-30 13F/A-1 NEXTERA ENERGY COM 65339F101 84,182 -1,847 -2.15 6 0.00 2.1715
2023-07-20 2023-06-30 13F NEXTERA ENERGY COM 65339F101 246,546 160,517 18 2.1334
2023-05-03 2023-03-31 13F NEXTERA ENERGY COM 65339F101 86,029 -867 -1.00 7 -14.29 2.4839
2023-02-02 2022-12-31 13F NEXTERA ENERGY COM 65339F101 86,896 -178,046 -67.20 7 -99.97 2.7548
2022-11-09 2022-09-30 13F NEXTERA ENERGY COM 65339F101 264,942 178,043 204.88 20,774 208.63 2.7527
2022-08-11 2022-06-30 13F NEXTERA ENERGY COM 65339F101 86,899 1,364 1.59 6,731 -7.11 2.5418
2022-05-18 2022-03-31 13F NEXTERA ENERGY COM 65339F101 85,535 435 0.51 7,246 -8.80 2.3922
2022-02-08 2021-12-31 13F NEXTERA ENERGY COM 65339F101 85,100 365 0.43 7,945 19.42 2.6098
2021-11-12 2021-09-30 13F NEXTERA ENERGY COM 65339F101 84,735 1,187 1.42 6,653 8.66 2.4268
2021-08-09 2021-06-30 13F NEXTERA ENERGY COM 65339F101 83,548 88 0.11 6,123 -2.98 2.1857
2021-05-12 2021-03-31 13F NEXTERA ENERGY COM 65339F101 83,460 -564 -0.67 6,311 -2.64 2.5006
2021-02-04 2020-12-31 13F NEXTERA ENERGY COM 65339F101 84,024 63,382 307.05 6,482 13.14 2.6666
2020-11-09 2020-09-30 13F NEXTERA ENERGY COM 65339F101 20,642 -1,538 -6.93 5,729 7.55 2.7234
2020-08-10 2020-06-30 13F NEXTERA ENERGY COM 65339F101 22,180 85 0.38 5,327 0.21 2.8194
2020-05-07 2020-03-31 13F NEXTERA ENERGY COM 65339F101 22,095 -80 -0.36 5,316 -1.01 3.5384
2020-02-05 2019-12-31 13F NEXTERA ENERGY COM 65339F101 22,175 -1,020 -4.40 5,370 -0.65 2.7271
2019-11-07 2019-09-30 13F NEXTERA ENERGY COM 65339F101 23,195 -460 -1.94 5,405 11.54 2.9005
2019-08-21 2019-06-30 13F NEXTERA ENERGY COM 65339F101 23,655 -175 -0.73 4,846 5.19 2.5401
2019-04-29 2019-03-31 13F NEXTERA ENERGY COM 65339F101 23,830 1,280 5.68 4,607 17.53 2.3249
2019-02-27 2018-12-31 13F NEXTERA ENERGY COM 65339F101 22,550 22,550 3,920 2.3357
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.