NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionOssiam
Latest Disclosed Ownership24,474 shares
Latest Disclosed Value $ 2,273,145
Ossiam reports 38.16% decrease in ownership of NEE / NextEra Energy, Inc.

On May 14, 2026 - Ossiam filed a 13F-HR form disclosing ownership of 24,474 shares of NextEra Energy, Inc. (MX:NEE) valued at $2,273,145 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 39,575 shares of NextEra Energy, Inc.. This represents a change in shares of -38.16% 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)
2026-05-14 2026-03-31 13F NEXTERA ENERGY COM 65339F101 24,474 -15,101 -38.16 2,273 -28.45 0.0400
2026-02-13 2025-12-31 13F NEXTERA ENERGY COM 65339F101 39,575 10,195 34.70 3,177 43.30 0.0634
2025-11-14 2025-09-30 13F NEXTERA ENERGY COM 65339F101 29,380 -68,109 -69.86 2,218 -67.24 0.0285
2025-08-13 2025-06-30 13F NEXTERA ENERGY COM 65339F101 97,489 64,144 192.36 6,768 186.37 0.0761
2025-05-14 2025-03-31 13F NEXTERA ENERGY COM 65339F101 33,345 -7,523 -18.41 2,364 -19.32 0.0330
2025-02-13 2024-12-31 13F NEXTERA ENERGY COM 65339F101 40,868 31,648 343.25 2,930 275.99 0.0506
2024-11-13 2024-09-30 13F NEXTERA ENERGY COM 65339F101 9,220 6,765 275.56 779 350.29 0.0151
2024-08-13 2024-06-30 13F NEXTERA ENERGY COM 65339F101 2,455 -16,510 -87.06 174 -85.73 0.0033
2024-05-13 2024-03-31 13F NEXTERA ENERGY COM 65339F101 18,965 5,037 36.16 1,212 43.43 0.0212
2024-02-13 2023-12-31 13F NEXTERA ENERGY COM 65339F101 13,928 -37,506 -72.92 846 -71.32 0.0136
2023-11-14 2023-09-30 13F NEXTERA ENERGY COM 65339F101 51,434 45,744 803.94 2,947 598.10 0.0521
2023-08-11 2023-06-30 13F NEXTERA ENERGY COM 65339F101 5,690 818 16.79 422 12.53 0.0076
2023-05-12 2023-03-31 13F NEXTERA ENERGY COM 65339F101 4,872 1,535 46.00 376 34.89 0.0078
2023-02-13 2022-12-31 13F NEXTERA ENERGY COM 65339F101 3,337 2,731 450.66 279 479.17 0.0072
2022-11-14 2022-09-30 13F NEXTERA ENERGY COM 65339F101 606 606 48 0.0014
2022-08-12 2022-06-30 13F NEXTERA ENERGY COM 65339F101 0 -2,866 -100.00 0 -100.00
2022-05-13 2022-03-31 13F NEXTERA ENERGY COM 65339F101 2,866 2,538 773.78 243 683.87 0.0064
2022-02-14 2021-12-31 13F NEXTERA ENERGY COM 65339F101 328 -310,865 -99.89 31 -99.87 0.0008
2021-11-12 2021-09-30 13F NEXTERA ENERGY COM 65339F101 311,193 310,000 25,984.91 24,435 26,174.19 0.6915
2021-08-13 2021-06-30 13F NEXTERA ENERGY COM 65339F101 1,193 -207,176 -99.43 93 -99.41 0.0025
2021-05-17 2021-03-31 13F NEXTERA ENERGY COM 65339F101 208,369 203,645 4,310.86 15,755 4,228.30 0.4905
2021-02-12 2020-12-31 13F NEXTERA ENERGY COM 65339F101 4,724 3,038 180.19 364 -22.22 0.0127
2020-11-12 2020-09-30 13F NEXTERA ENERGY COM 65339F101 1,686 -638 -27.45 468 -16.13 0.0196
2020-08-13 2020-06-30 13F NEXTERA ENERGY COM 65339F101 2,324 -7,018 -75.12 558 -75.18 0.0357
2020-05-14 2020-03-31 13F NEXTERA ENERGY COM 65339F101 9,342 -7,742 -45.32 2,248 -45.66 0.1530
2020-02-14 2019-12-31 13F NEXTERA ENERGY COM 65339F101 17,084 -23,288 -57.68 4,137 -56.02 0.3154
2019-11-13 2019-09-30 13F NEXTERA ENERGY COM 65339F101 40,372 3,370 9.11 9,406 24.09 0.6560
2019-08-13 2019-06-30 13F NEXTERA ENERGY COM 65339F101 37,002 2,828 8.28 7,580 14.73 0.5900
2019-05-15 2019-03-31 13F NEXTERA ENERGY COM 65339F101 34,174 -16,370 -32.39 6,607 -24.80 0.5452
2019-02-14 2018-12-31 13F NEXTERA ENERGY COM 65339F101 50,544 50,544 8,786 1.3208
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.