NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionRice Partnership, LLC
Latest Disclosed Ownership19,874 shares
Latest Disclosed Value $ 1,845,914
Rice Partnership, LLC reports 7.49% decrease in ownership of NEE / NextEra Energy, Inc.

On May 7, 2026 - Rice Partnership, LLC filed a 13F-HR form disclosing ownership of 19,874 shares of NextEra Energy, Inc. (MX:NEE) valued at $1,845,914 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 21,483 shares of NextEra Energy, Inc.. This represents a change in shares of -7.49% 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)
2026-05-07 2026-03-31 13F NEXTERA ENERGY COM 65339F101 19,874 -1,609 -7.49 1,846 7.02 0.2522
2026-02-10 2025-12-31 13F NEXTERA ENERGY COM 65339F101 21,483 77 0.36 1,725 6.75 0.2332
2025-11-10 2025-09-30 13F NEXTERA ENERGY COM 65339F101 21,406 32 0.15 1,616 8.90 0.2295
2025-07-24 2025-06-30 13F NEXTERA ENERGY COM 65339F101 21,374 7,766 57.07 1,484 53.84 0.2578
2025-04-29 2025-03-31 13F NEXTERA ENERGY COM 65339F101 13,608 -55,463 -80.30 965 -80.53 0.1980
2025-01-24 2024-12-31 13F NEXTERA ENERGY COM 65339F101 69,071 3,083 4.67 4,952 -11.22 0.9430
2024-11-13 2024-09-30 13F NEXTERA ENERGY COM 65339F101 65,988 544 0.83 5,578 20.35 1.1227
2024-08-01 2024-06-30 13F NEXTERA ENERGY COM 65339F101 65,444 1,926 3.03 4,634 14.17 1.0068
2024-05-15 2024-03-31 13F NEXTERA ENERGY COM 65339F101 63,518 5,301 9.11 4,059 14.79 0.9570
2024-02-12 2023-12-31 13F NEXTERA ENERGY COM 65339F101 58,217 -12,235 -17.37 3,536 -12.39 0.9233
2023-11-13 2023-09-30 13F NEXTERA ENERGY COM 65339F101 70,452 814 1.17 4,036 -21.89 1.1424
2023-08-08 2023-06-30 13F NEXTERA ENERGY COM 65339F101 69,638 227 0.33 5,167 -3.42 1.4154
2023-04-27 2023-03-31 13F NEXTERA ENERGY COM 65339F101 69,411 -310 -0.44 5,350 -8.20 1.6058
2023-01-26 2022-12-31 13F NEXTERA ENERGY COM 65339F101 69,721 -3,234 -4.43 5,829 1.89 1.8392
2022-11-02 2022-09-30 13F NEXTERA ENERGY COM 65339F101 72,955 4,398 6.42 5,720 7.72 1.8362
2022-07-22 2022-06-30 13F NEXTERA ENERGY COM 65339F101 68,557 -15,176 -18.12 5,310 -25.14 1.8638
2022-05-13 2022-03-31 13F NEXTERA ENERGY COM 65339F101 83,733 2,163 2.65 7,093 -6.85 2.0468
2022-02-11 2021-12-31 13F NEXTERA ENERGY COM 65339F101 81,570 2,878 3.66 7,615 23.24 2.1671
2021-11-10 2021-09-30 13F NEXTERA ENERGY COM 65339F101 78,692 -250 -0.32 6,179 6.81 1.9529
2021-08-04 2021-06-30 13F NEXTERA ENERGY COM 65339F101 78,942 2,136 2.78 5,785 -0.38 1.8216
2021-05-11 2021-03-31 13F NEXTERA ENERGY COM 65339F101 76,806 -2,355 -2.97 5,807 -4.91 2.0605
2021-02-09 2020-12-31 13F NEXTERA ENERGY COM 65339F101 79,161 57,061 258.19 6,107 -0.44 2.2813
2020-11-12 2020-09-30 13F NEXTERA ENERGY COM 65339F101 22,100 1,239 5.94 6,134 22.44 2.6615
2020-08-13 2020-06-30 13F NEXTERA ENERGY COM 65339F101 20,861 509 2.50 5,010 2.31 2.5691
2020-05-11 2020-03-31 13F NEXTERA ENERGY COM 65339F101 20,352 915 4.71 4,897 4.04 3.2873
2020-01-30 2019-12-31 13F NEXTERA ENERGY COM 65339F101 19,437 -465 -2.34 4,707 1.51 2.5633
2019-11-07 2019-09-30 13F NEXTERA ENERGY COM 65339F101 19,902 2,801 16.38 4,637 32.37 2.9043
2019-07-25 2019-06-30 13F NEXTERA ENERGY COM 65339F101 17,101 533 3.22 3,503 9.37 2.3612
2019-05-06 2019-03-31 13F NEXTERA ENERGY COM 65339F101 16,568 16,568 3,203 2.3196
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.