NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionRhumbline Advisers
Latest Disclosed Ownership3,566,677 shares
Latest Disclosed Value $ 331,272,894
Rhumbline Advisers reports 0.67% decrease in ownership of NEE / NextEra Energy, Inc.

On May 12, 2026 - Rhumbline Advisers filed a 13F-HR form disclosing ownership of 3,566,677 shares of NextEra Energy, Inc. (MX:NEE) valued at $331,272,894 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 3,590,575 shares of NextEra Energy, Inc.. This represents a change in shares of -0.67% 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)
2026-05-12 2026-03-31 13F NEXTERA ENERGY INC COM COM 65339F101 3,566,677 -23,898 -0.67 331,273 14.92 0.2834
2026-02-13 2025-12-31 13F NEXTERA ENERGY INC COM COM 65339F101 3,590,575 257 0.01 288,251 6.35 0.2330
2025-11-06 2025-09-30 13F NEXTERA ENERGY INC COM COM 65339F101 3,590,318 -121,807 -3.28 271,033 5.18 0.2177
2025-08-12 2025-06-30 13F NEXTERA ENERGY INC COM COM 65339F101 3,712,125 13,484 0.36 257,696 -1.72 0.2207
2025-05-29 2025-03-31 13F/A-1 NEXTERA ENERGY INC COM COM 65339F101 3,698,641 -67,115 -1.78 262,197 -2.88 0.2453
2025-04-08 2025-03-31 13F NEXTERA ENERGY INC COM COM 65339F101 3,698,641 -67,115 262,197 0.2453
2025-05-29 2024-12-31 13F/A-1 NEXTERA ENERGY INC COM COM 65339F101 3,765,756 -35,892 -0.94 269,967 -15.99 0.2415
2025-01-30 2024-12-31 13F NEXTERA ENERGY INC COM COM 65339F101 3,765,756 -35,892 269,967 0.2415
2024-11-12 2024-09-30 13F NEXTERA ENERGY INC COM COM 65339F101 3,801,648 -130,655 -3.32 321,353 15.41 0.2899
2024-08-01 2024-06-30 13F NEXTERA ENERGY INC COM COM 65339F101 3,932,303 -105,346 -2.61 278,446 7.91 0.2617
2024-05-09 2024-03-31 13F NEXTERA ENERGY INC COM COM 65339F101 4,037,649 -37,941 -0.93 258,046 4.24 0.2478
2024-02-08 2023-12-31 13F NEXTERA ENERGY INC COM COM 65339F101 4,075,590 49,782 1.24 247,551 7.33 0.2595
2023-11-09 2023-09-30 13F NEXTERA ENERGY INC COM COM 65339F101 4,025,808 124,617 3.19 230,638 -20.32 0.2677
2023-08-08 2023-06-30 13F NEXTERA ENERGY INC COM COM 65339F101 3,901,191 50,272 1.31 289,468 97,693.24 0.3242
2023-05-11 2023-03-31 13F NEXTERA ENERGY INC COM COM 65339F101 3,850,919 8,518 0.22 297 -99.91 0.3662
2023-02-14 2022-12-31 13F NEXTERA ENERGY INC COM COM 65339F101 3,842,401 171,322 4.67 321,225 11.59 0.4318
2022-11-10 2022-09-30 13F NEXTERA ENERGY INC COM COM 65339F101 3,671,079 145,727 4.13 287,849 5.41 0.4288
2022-08-11 2022-06-30 13F NEXTERA ENERGY INC COM COM 65339F101 3,525,352 115,868 3.40 273,074 -5.45 0.3985
2022-05-12 2022-03-31 13F NEXTERA ENERGY INC COM COM 65339F101 3,409,484 2,743 0.08 288,817 -9.19 0.3718
2022-02-10 2021-12-31 13F NEXTERA ENERGY INC COM COM 65339F101 3,406,741 44,539 1.32 318,053 20.47 0.3898
2021-11-12 2021-09-30 13F NEXTERA ENERGY INC COM COM 65339F101 3,362,202 -136,417 -3.90 264,000 2.97 0.3573
2021-08-05 2021-06-30 13F NEXTERA ENERGY INC COM COM 65339F101 3,498,619 -78,772 -2.20 256,379 -5.22 0.3364
2021-05-06 2021-03-31 13F NEXTERA ENERGY INC COM COM 65339F101 3,577,391 -195,587 -5.18 270,487 -7.08 0.3675
2021-02-10 2020-12-31 13F NEXTERA ENERGY INC COM COM 65339F101 3,772,978 2,828,527 299.49 291,085 11.04 0.4017
2020-11-12 2020-09-30 13F NEXTERA ENERGY INC COM COM 65339F101 944,451 -19,880 -2.06 262,142 13.19 0.4108
2020-08-13 2020-06-30 13F NEXTERA ENERGY INC COM COM 65339F101 964,331 30,412 3.26 231,603 3.06 0.3868
2020-05-06 2020-03-31 13F NEXTERA ENERGY INC COM COM 65339F101 933,919 -2,483 -0.27 224,720 -0.90 0.4710
2020-02-05 2019-12-31 13F NEXTERA ENERGY INC COM COM 65339F101 936,402 14,191 1.54 226,759 5.54 0.3792
2019-10-23 2019-09-30 13F NEXTERA ENERGY INC COM COM 65339F101 922,211 39,465 4.47 214,866 18.82 0.3926
2019-08-14 2019-06-30 13F NEXTERA ENERGY INC COM COM 65339F101 882,746 -34,754 -3.79 180,839 1.96 0.3395
2019-05-01 2019-03-31 13F NEXTERA ENERGY INC COM COM 65339F101 917,500 -17,933 -1.92 177,371 9.09 0.3435
2019-01-31 2018-12-31 13F NEXTERA ENERGY INC COM COM 65339F101 935,433 35,842 3.98 162,597 7.84 0.3538
2018-11-07 2018-09-30 13F NEXTERA ENERGY INC COM COM 65339F101 899,591 -28,310 -3.05 150,771 -2.72 0.2912
2018-08-06 2018-06-30 13F NEXTERA ENERGY INC COM COM 65339F101 927,901 18,019 1.98 154,987 4.29 0.3126
2018-05-02 2018-03-31 13F NEXTERA ENERGY INC COM COM 65339F101 909,882 -6,075 -0.66 148,611 3.88 0.3104
2018-02-09 2017-12-31 13F NEXTERA ENERGY INC COM COM 65339F101 915,957 -1,907 -0.21 143,063 6.36 0.2906
2017-11-06 2017-09-30 13F NEXTERA ENERGY INC COM COM 65339F101 917,864 21,772 2.43 134,513 7.12 0.2925
2017-08-02 2017-06-30 13F NEXTERA ENERGY INC COM COM 65339F101 896,092 12,931 1.46 125,569 10.76 0.2866
2017-05-02 2017-03-31 13F NEXTERA ENERGY INC COM COM 65339F101 883,161 69,170 8.50 113,371 16.59 0.2648
2017-01-27 2016-12-31 13F NEXTERA ENERGY INC COM COM 65339F101 813,991 23,013 2.91 97,239 0.50 0.2464
2016-11-08 2016-09-30 13F NEXTERA ENERGY INC COM COM 65339F101 790,978 47,356 6.37 96,752 -0.22 0.2666
2016-08-11 2016-06-30 13F NEXTERA ENERGY INC COM COM 65339F101 743,622 57,201 8.33 96,968 19.37 0.2873
2016-05-02 2016-03-31 13F NEXTERA ENERGY INC COMMON STOC COM 65339F101 686,421 43,165 6.71 81,231 21.55 0.2520
2016-02-03 2015-12-31 13F NEXTERA ENERGY INC COMMON STOC COM 65339F101 643,256 6,823 1.07 66,828 7.64 0.2150
2015-11-04 2015-09-30 13F NEXTERA ENERGY INC COMMON STOC COM 65339F101 636,433 17,421 2.81 62,084 2.31 0.2112
2015-08-04 2015-06-30 13F NEXTERA ENERGY INC COMMON STOC COM 65339F101 619,012 -85,311 -12.11 60,682 -17.20 0.1934
2015-05-12 2015-03-31 13F NEXTERA ENERGY INC COMMON STOC COM 65339F101 704,323 -5,770 -0.81 73,285 -2.90 0.2114
2015-02-06 2014-12-31 13F NEXTERA ENERGY INC COMMON STOC COM 65339F101 710,093 -10,770 -1.49 75,476 11.53 0.2193
2014-11-12 2014-09-30 13F NEXTERA ENERGY INC COMMON STOC COM 65339F101 720,863 -26,720 -3.57 67,675 -11.67 0.2033
2014-08-06 2014-06-30 13F NEXTERA ENERGY INC COMMON STOC COM 65339F101 747,583 -6,276 -0.83 76,612 6.28 0.2248
2014-05-06 2014-03-31 13F NEXTERA ENERGY INC COMMON STOC COM 65339F101 753,859 -11,890 -1.55 72,084 9.95 0.2138
2014-02-03 2013-12-31 13F NEXTERA ENERGY INC COMMON STOC COM 65339F101 765,749 -959 -0.13 65,563 6.68 0.1934
2013-11-05 2013-09-30 13F NEXTERA ENERGY INC COMMON STOC COM 65339F101 766,708 -9,709 -1.25 61,459 -2.85 0.1904
2013-08-07 2013-06-30 13F NEXTERA ENERGY INC COMMON STOC COM 65339F101 776,417 776,417 63,262 0.2033
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.