NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionPrivate Trust Co Na
Latest Disclosed Ownership36,658 shares
Latest Disclosed Value $ 3,404,761
Private Trust Co Na reports 4.13% decrease in ownership of NEE / NextEra Energy, Inc.

On April 30, 2026 - Private Trust Co Na filed a 13F-HR form disclosing ownership of 36,658 shares of NextEra Energy, Inc. (MX:NEE) valued at $3,404,761 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 38,238 shares of NextEra Energy, Inc.. This represents a change in shares of -4.13% 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)
2026-04-30 2026-03-31 13F Nextera Energy Com 65339F101 36,658 -1,580 -4.13 3,405 10.92 0.3040
2026-01-26 2025-12-31 13F Nextera Energy Com 65339F101 38,238 -391 -1.01 3,070 5.25 0.2689
2025-10-15 2025-09-30 13F Nextera Energy Com 65339F101 38,629 -4,110 -9.62 2,916 -1.69 0.2572
2025-07-29 2025-06-30 13F Nextera Energy Com 65339F101 42,739 -2,116 -4.72 2,967 -6.70 0.2825
2025-04-28 2025-03-31 13F Nextera Energy Com 65339F101 44,855 2,219 5.20 3,180 4.02 0.3272
2025-02-05 2024-12-31 13F Nextera Energy Com 65339F101 42,636 -71 -0.17 3,057 -15.32 0.3138
2024-11-13 2024-09-30 13F Nextera Energy Com 65339F101 42,707 -696 -1.60 3,610 17.44 0.3637
2024-07-23 2024-06-30 13F Nextera Energy Com 65339F101 43,403 5,646 14.95 3,073 27.35 0.3309
2024-04-24 2024-03-31 13F Nextera Energy Com 65339F101 37,757 27 0.07 2,413 5.33 0.2606
2024-01-24 2023-12-31 13F Nextera Energy Com 65339F101 37,730 -833 -2.16 2,292 3.71 0.2692
2023-10-18 2023-09-30 13F Nextera Energy Com 65339F101 38,563 -2,339 -5.72 2,209 -27.19 0.2915
2023-07-28 2023-06-30 13F Nextera Energy Com 65339F101 40,902 -188 -0.46 3,035 -4.20 0.3828
2023-04-12 2023-03-31 13F Nextera Energy Com 65339F101 41,090 1,530 3.87 3,167 105,466.67 0.4318
2023-01-18 2022-12-31 13F Nextera Energy Com 65339F101 39,560 -3,944 -9.07 3 -99.91 0.4907
2022-10-17 2022-09-30 13F Nextera Energy Com 65339F101 43,504 152 0.35 3,411 1.58 0.5541
2022-09-16 2022-06-30 13F/A-1 Nextera Energy Com 65339F101 43,352 -16,471 -27.53 3,358 -33.74 0.5214
2022-07-13 2022-06-30 13F Nextera Energy Equities 65339F101 59,823 0 5,068 0.7915
2022-04-12 2022-03-31 13F Nextera Energy Equities 65339F101 59,823 -591 -0.98 5,068 -10.14 0.7915
2022-01-10 2021-12-31 13F Nextera Energy Equities 65339F101 60,414 -3,614 -5.64 5,640 12.17 0.7786
2021-10-06 2021-09-30 13F Nextera Energy Equities 65339F101 64,028 8,658 15.64 5,028 23.93 0.7319
2021-07-07 2021-06-30 13F Nextera Energy Equities 65339F101 55,370 86 0.16 4,057 -2.92 0.6146
2021-04-06 2021-03-31 13F Nextera Energy Equities 65339F101 55,284 636 1.16 4,179 -0.88 0.6788
2021-01-05 2020-12-31 13F Nextera Energy Equities 65339F101 54,648 41,639 320.08 4,216 16.79 0.7101
2020-10-01 2020-09-30 13F Nextera Energy Equities 65339F101 13,009 49 0.38 3,610 12.81 0.6965
2020-07-07 2020-06-30 13F Nextera Energy Equities 65339F101 12,960 1,335 11.48 3,200 14.41 0.6710
2020-04-07 2020-03-31 13F Nextera Energy Equities 65339F101 11,625 2,585 28.60 2,797 27.78 0.7238
2020-01-02 2019-12-31 13F Nextera Energy Equities 65339F101 9,040 1,502 19.93 2,189 24.66 0.4061
2019-10-01 2019-09-30 13F Nextera Energy Equities 65339F101 7,538 902 13.59 1,756 29.21 0.3462
2019-07-02 2019-06-30 13F Nextera Energy Equities 65339F101 6,636 761 12.95 1,359 19.74 0.2741
2019-04-02 2019-03-31 13F Nextera Energy Equities 65339F101 5,875 -870 -12.90 1,135 -3.16 0.2361
2019-01-03 2018-12-31 13F Nextera Energy Equities 65339F101 6,745 -399 -5.59 1,172 -2.09 0.2783
2018-10-09 2018-09-30 13F Nextera Energy Equities 65339F101 7,144 -311 -4.17 1,197 -3.86 0.2442
2018-07-03 2018-06-30 13F Nextera Energy Equities 65339F101 7,455 -600 -7.45 1,245 -5.32 0.2699
2018-04-03 2018-03-31 13F Nextera Energy Equities 65339F101 8,055 1,519 23.24 1,315 28.92 0.2874
2018-01-16 2017-12-31 13F Nextera Energy Equities 65339F101 6,536 1,082 19.84 1,020 27.66 0.2158
2017-10-12 2017-09-30 13F Nextera Energy Equities 65339F101 5,454 -617 -10.16 799 -6.00 0.1739
2017-07-11 2017-06-30 13F Nextera Energy Equities 65339F101 6,071 829 15.81 850 26.49 0.1854
2017-04-13 2017-03-31 13F Nextera Energy Equities 65339F101 5,242 -917 -14.89 672 -8.57 0.1553
2017-01-17 2016-12-31 13F Nextera Energy Equities 65339F101 6,159 165 2.75 735 0.27 0.1760
2016-10-13 2016-09-30 13F Nextera Energy Equities 65339F101 5,994 499 9.08 733 2.37 0.1787
2016-07-19 2016-06-30 13F Nextera Energy Equities 65339F101 5,495 5 0.09 716 10.32 0.1862
2016-04-18 2016-03-31 13F Nextera Energy Equities 65339F101 5,490 59 1.09 649 15.07 0.1758
2016-01-19 2015-12-31 13F Nextera Energy Equities 65339F101 5,431 -5,646 -50.97 564 -47.78 0.1606
2015-10-27 2015-09-30 13F Nextera Energy Equities 65339F101 11,077 374 3.49 1,080 2.96 0.3235
2015-07-10 2015-06-30 13F Nextera Energy Equities 65339F101 10,703 -215 -1.97 1,049 -7.58 0.3007
2015-04-09 2015-03-31 13F Nextera Energy Equities 65339F101 10,918 10,918 0.00 1,135 0.3250
2015-01-28 2014-12-31 13F Nextera Energy Com 65339F101 0 -2,000 -100.00 0 -100.00
2014-10-09 2014-09-30 13F Nextera Energy Cap Hldings Pfd Stk 65339K704 2,000 0 0.00 47 -2.08 0.0160
2014-10-09 2014-09-30 13F Nextera Energy Com 65339F101 10,246 -955 962 0.3266
2014-07-22 2014-06-30 13F Nextera Energy Cap Hldings Pfd Stk 65339K704 2,000 0 0.00 48 4.35 0.0156
2014-07-22 2014-06-30 13F Nextera Energy Com 65339F101 11,201 -103 1,148 0.3738
2014-04-07 2014-03-31 13F Nextera Energy Cap Hldings Pfd Stk 65339K704 2,000 1,000 100.00 46 130.00 0.0173
2014-04-07 2014-03-31 13F Nextera Energy Com 65339F101 11,304 236 1,081 0.4076
2014-01-08 2013-12-31 13F Nextera Energy Cap Hldings Pfd Stk 65339K704 1,000 0 0.00 20 -4.76 0.0080
2014-01-08 2013-12-31 13F Nextera Energy Com 65339F101 11,068 348 948 0.3813
2013-10-07 2013-09-30 13F Nextera Energy Cap Hldings Pfd Stk 65339K704 1,000 -9,098 -90.10 21 -97.45 0.0095
2013-10-07 2013-09-30 13F Nextera Energy Com 65339F101 10,720 622 859 0.3886
2013-08-01 2013-06-30 13F Nextera Energy Com 65339F101 10,098 0 0.00 823 0.00 0.3779
2013-07-26 2013-03-31 13F Nextera Energy Com 65339F101 10,098 10,098 823 0.3779
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.