NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionPrincipal Securities, Inc.
Latest Disclosed Ownership62,399 shares
Latest Disclosed Value $ 5,795,668
Principal Securities, Inc. reports 30.92% increase in ownership of NEE / NextEra Energy, Inc.

On May 13, 2026 - Principal Securities, Inc. filed a 13F-HR form disclosing ownership of 62,399 shares of NextEra Energy, Inc. (MX:NEE) valued at $5,795,668 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 47,661 shares of NextEra Energy, Inc.. This represents a change in shares of 30.92% 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)
2026-05-13 2026-03-31 13F NEXTERA ENERGY COM 65339F101 62,399 14,738 30.92 5,796 51.46 0.0850
2026-02-12 2025-12-31 13F NEXTERA ENERGY COM 65339F101 47,661 2,732 6.08 3,826 12.83 0.0590
2025-11-12 2025-09-30 13F NEXTERA ENERGY COM 65339F101 44,929 -3,829 -7.85 3,392 0.21 0.0559
2025-08-11 2025-06-30 13F NEXTERA ENERGY COM 65339F101 48,758 -9,415 -16.18 3,385 -18.85 0.0636
2025-04-30 2025-03-31 13F NEXTERA ENERGY COM 65339F101 58,173 21 0.04 4,170 0.05 0.0933
2025-01-30 2024-12-31 13F NEXTERA ENERGY COM 65339F101 58,152 6,231 12.00 4,169 -5.01 0.0939
2024-10-28 2024-09-30 13F NEXTERA ENERGY COM 65339F101 51,921 6,645 14.68 4,389 36.87 0.1061
2024-07-31 2024-06-30 13F NEXTERA ENERGY COM 65339F101 45,276 2,368 5.52 3,206 16.92 0.0884
2024-05-10 2024-03-31 13F NEXTERA ENERGY COM 65339F101 42,908 3,249 8.19 2,742 13.87 0.0854
2024-05-10 2023-12-31 13F/A-1 NEXTERA ENERGY COM 65339F101 39,659 39,659 2,409 0.0897
2024-02-07 2023-12-31 13F NEXTERA ENERGY COM 65339F101 39,659 39,659 2,409 0.0897
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.