NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionRehmann Capital Advisory Group
Latest Disclosed Ownership22,351 shares
Latest Disclosed Value $ 2,076,013
Rehmann Capital Advisory Group reports 3.07% increase in ownership of NEE / NextEra Energy, Inc.

On May 15, 2026 - Rehmann Capital Advisory Group filed a 13F-HR form disclosing ownership of 22,351 shares of NextEra Energy, Inc. (MX:NEE) valued at $2,076,013 USD as of March 31, 2026. The entity filed a previous 13F-HR on March 4, 2026 disclosing 21,685 shares of NextEra Energy, Inc.. This represents a change in shares of 3.07% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-15 2026-03-31 13F NEXTERA ENERGY COM 65339F101 22,351 666 3.07 2,076 19.31 0.1081
2026-03-04 2025-12-31 13F NEXTERA ENERGY COM 65339F101 21,685 5 0.02 1,741 6.36 0.0907
2025-11-13 2025-09-30 13F NEXTERA ENERGY COM 65339F101 21,680 3,770 21.05 1,637 31.62 0.0896
2025-07-30 2025-06-30 13F NEXTERA ENERGY COM 65339F101 17,910 273 1.55 1,243 -0.56 0.0753
2025-04-30 2025-03-31 13F NEXTERA ENERGY COM 65339F101 17,637 620 3.64 1,250 2.54 0.0787
2025-02-14 2024-12-31 13F NEXTERA ENERGY COM 65339F101 17,017 539 3.27 1,220 -12.43 0.0773
2024-11-18 2024-09-30 13F NEXTERA ENERGY COM 65339F101 16,478 -2,847 -14.73 1,393 1.75 0.0911
2024-08-12 2024-06-30 13F NEXTERA ENERGY COM 65339F101 19,325 238 1.25 1,368 12.22 0.0981
2024-05-03 2024-03-31 13F NEXTERA ENERGY COM 65339F101 19,087 1,278 7.18 1,220 12.77 0.0909
2024-02-13 2023-12-31 13F NEXTERA ENERGY COM 65339F101 17,809 1,664 10.31 1,082 16.86 0.0896
2023-11-14 2023-09-30 13F NEXTERA ENERGY COM 65339F101 16,145 -565 -3.38 925 -25.34 0.0861
2023-08-23 2023-06-30 13F/A-1 NEXTERAENERGYINC COM 65339F101 16,710 -457 -2.66 1,240 -6.35 0.1112
2023-08-15 2023-06-30 13F NEXTERA ENERGY COM 65339F101 17,167 0 1,323 0.1245
2023-05-12 2023-03-31 13F NEXTERA ENERGY COM 65339F101 17,167 322 1.91 1,323 -6.04 0.1245
2023-02-10 2022-12-31 13F NEXTERA ENERGY COM 65339F101 16,845 -421 -2.44 1,408 4.07 0.1443
2022-11-14 2022-09-30 13F NEXTERA ENERGY COM 65339F101 17,266 -254 -1.45 1,354 -0.29 0.1501
2022-08-12 2022-06-30 13F NEXTERA ENERGY COM 65339F101 17,520 123 0.71 1,357 -7.88 0.1493
2022-06-03 2022-03-31 13F NEXTERA ENERGY COM 65339F101 17,397 -234 -1.33 1,474 -10.78 0.1400
2022-03-02 2021-12-31 13F NEXTERA ENERGY NEE 65339F101 17,631 362 2.10 1,652 22.03 0.1535
2021-11-16 2021-09-30 13F NEXTERA ENERGY COM 65339F101 17,269 -183 -1.05 1,353 5.62 0.1282
2021-08-13 2021-06-30 13F NEXTERA ENERGY COM 65339F101 17,452 -1,240 -6.63 1,281 -9.34 0.1239
2021-05-26 2021-03-31 13F NEXTERA ENERGY COM 65339F101 18,692 348 1.90 1,413 -1.33 0.1445
2021-02-19 2020-12-31 13F NEXTERA ENERGY COM 65339F101 18,344 13,201 256.68 1,432 0.35 0.1617
2020-11-19 2020-09-30 13F NEXTERA ENERGY COM 65339F101 5,143 326 6.77 1,428 23.34 0.1810
2020-11-20 2020-06-30 13F/A-1 NEXTERA ENERGY COM 65339F101 4,817 -370 -7.13 1,157 -7.29 0.1579
2020-08-25 2020-06-30 13F NEXTERA ENERGY COM 65339F101 953 0 229 121,129.5443
2020-11-20 2020-03-31 13F/A-1 NEXTERA ENERGY COM 65339F101 5,187 -4,657 -47.31 1,248 -45.57 0.2037
2020-08-24 2020-03-31 13F NEXTERA ENERGY COM 65339F101 953 -8,891 229 127,922.1125
2020-01-02 2019-09-30 13F NEXTERA ENERGY COM 65339F101 9,844 -739 -6.98 2,294 5.77 0.2775
2019-08-27 2019-06-30 13F NEXTERA ENERGY COM 65339F101 10,583 -581 -5.20 2,168 0.46 0.2670
2019-05-22 2019-03-31 13F NEXTERA ENERGY COM 65339F101 11,164 77 0.69 2,158 11.99 0.2925
2019-02-12 2018-12-31 13F NEXTERA ENERGY INC COM COM 65339F101 11,087 -45 -0.40 1,927 3.32 0.2892
2018-12-07 2018-09-30 13F/A-1 NEXTERAENERGYINC COM 65339F101 11,132 223 2.04 1,866 2.36 0.2572
2018-11-20 2018-09-30 13F NEXTERAENERGYINC COM 65339F101 1,864,569 1,853,660 11
2018-09-20 2018-06-30 13F NEXTERA ENERGY COM 65339F101 10,909 2,444 28.87 1,822 31.74 0.2645
2018-04-24 2018-03-31 13F NEXTERA ENERGY COM 65339F101 8,465 2,234 35.85 1,383 42.14 0.2153
2018-02-22 2017-12-31 13F NEXTERA ENERGY COM 65339F101 6,231 203 3.37 973 10.19 0.1641
2017-10-25 2017-09-30 13F NEXTERA ENERGY COM 65339F101 6,028 821 15.77 883 20.96 0.1592
2017-07-19 2017-06-30 13F NEXTERA ENERGY COM 65339F101 5,207 -1,336 -20.42 730 -13.10 0.1395
2017-04-24 2017-03-31 13F NEXTERA ENERGY COM 65339F101 6,543 162 2.54 840 10.24 0.1402
2017-02-13 2016-12-31 13F NEXTERA ENERGY COM 65339F101 6,381 182 2.94 762 0.53 0.1394
2016-10-26 2016-09-30 13F NEXTERA ENERGY COM 65339F101 6,199 -193 -3.02 758 -9.11 0.1469
2016-07-25 2016-06-30 13F NEXTERA ENERGY COM 65339F101 6,392 12 0.19 834 10.46 0.1561
2016-05-09 2016-03-31 13F NEXTERA ENERGY COM 65339F101 6,380 2,281 55.65 755 77.23 0.1470
2016-02-11 2015-12-31 13F NEXTERA ENERGY COM 65339F101 4,099 -4 -0.10 426 6.50 0.0895
2015-11-12 2015-09-30 13F NEXTERA ENERGY COM 65339F101 4,103 -264 -6.05 400 -6.54 0.0905
2015-07-08 2015-06-30 13F NEXTERA ENERGY COM 65339F101 4,367 -122 -2.72 428 -8.35 0.0977
2015-04-14 2015-03-31 13F NEXTERA ENERGY COM 65339F101 4,489 -2,627 -36.92 467 -38.23 0.1059
2015-03-09 2014-12-31 13F/A-1 NEXTERA ENERGY COM 65339F101 7,116 -21 -0.29 756 12.84 0.1740
2015-09-01 2014-09-30 13F NEXTERA ENERGY COM 65339F101 7,137 3,002 72.60 670 58.02 0.1587
2015-09-01 2014-06-30 13F NEXTERA ENERGY COM 65339F101 4,135 417 11.22 424 19.10 0.1012
2015-08-31 2014-03-31 13F NEXTERA ENERGY COM 65339F101 3,718 -248 -6.25 356 4.71 0.0962
2015-08-31 2013-12-31 13F NEXTERA ENERGY COM 65339F101 3,966 -229 -5.46 340 1.19 0.1029
2015-08-31 2013-09-30 13F NEXTERA ENERGY COM 65339F101 4,195 17 0.41 336 -1.18 0.1087
2015-08-31 2013-06-30 13F NEXTERA ENERGY COM 65339F101 4,178 1,121 36.67 340 43.46 0.1180
2015-08-31 2013-03-31 13F NEXTERA ENERGY COM 65339F101 3,057 69 2.31 237 14.49 0.0848
2015-08-31 2012-12-31 13F NEXTERA ENERGY COM 65339F101 2,988 -203 -6.36 207 -7.59 0.0824
2015-08-31 2012-09-30 13F NEXTERA ENERGY COM 65339F101 3,191 20 0.63 224 2.75 0.0823
2015-08-31 2012-06-30 13F NEXTERA ENERGY COM 65339F101 3,171 3,171 218 0.0717
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.