NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionRockefeller Capital Management L.P.
Latest Disclosed Ownership2,560,302 shares
Latest Disclosed Value $ 237,800,994
Rockefeller Capital Management L.P. reports 18.14% increase in ownership of NEE / NextEra Energy, Inc.

On May 14, 2026 - Rockefeller Capital Management L.P. filed a 13F-HR form disclosing ownership of 2,560,302 shares of NextEra Energy, Inc. (MX:NEE) valued at $237,800,994 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on March 16, 2026 disclosing 2,167,141 shares of NextEra Energy, Inc.. This represents a change in shares of 18.14% 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)
2026-05-14 2026-03-31 13F NEXTERA ENERGY COM 65339F101 2,560,302 393,161 18.14 237,801 36.68 0.2185
2026-03-16 2025-12-31 13F/A-1 NEXTERA ENERGY COM 65339F101 2,167,141 543,511 33.48 173,978 41.95 0.3133
2026-02-14 2025-12-31 13F NEXTERA ENERGY COM 65339F101 2,190,305 566,675 174,015 0.1588
2025-11-14 2025-09-30 13F NEXTERA ENERGY COM 65339F101 1,623,630 -341,361 -17.37 122,568 -10.28 0.2398
2025-08-14 2025-06-30 13F/A-1 NEXTERA ENERGY COM 65339F101 1,964,991 -306,209 -13.48 136,605 -15.16 0.2996
2025-08-08 2025-06-30 13F NEXTERA ENERGY COM 65339F101 1,919,802 -351,398 133,468 0.1682
2025-05-14 2025-03-31 13F NEXTERA ENERGY COM 65339F101 2,271,200 185,051 8.87 161,005 7.67 0.3974
2025-02-13 2024-12-31 13F NEXTERA ENERGY COM 65339F101 2,086,149 76,211 3.79 149,532 -11.96 0.3873
2024-11-14 2024-09-30 13F NEXTERA ENERGY COM 65339F101 2,009,938 154,635 8.33 169,837 29.30 0.4571
2024-08-12 2024-06-30 13F NEXTERA ENERGY COM 65339F101 1,855,303 98,563 5.61 131,353 16.99 0.3733
2024-05-14 2024-03-31 13F NEXTERA ENERGY COM 65339F101 1,756,740 311,177 21.53 112,273 27.87 0.3277
2024-02-14 2023-12-31 13F NEXTERA ENERGY COM 65339F101 1,445,563 -89,352 -5.82 87,804 -0.11 0.2934
2023-11-14 2023-09-30 13F NEXTERA ENERGY COM 65339F101 1,534,915 82,021 5.65 87,897 -17.80 0.3390
2023-08-14 2023-06-30 13F NEXTERA ENERGY COM 65339F101 1,452,894 66,761 4.82 106,933 100,779.25 0.4142
2023-05-16 2023-03-31 13F NEXTERA ENERGY COM 65339F101 1,386,133 94,762 7.34 107 -99.90 0.4595
2023-03-06 2022-12-31 13F NEXTERA ENERGY COM 65339F101 1,291,371 45,792 3.68 107,957 10.54 0.5426
2022-11-02 2022-09-30 13F NEXTERA ENERGY COM 65339F101 1,245,579 121,633 10.82 97,665 12.18 0.5048
2022-08-12 2022-06-30 13F NEXTERA ENERGY COM 65339F101 1,123,946 87,747 8.47 87,059 -0.81 0.4626
2022-05-13 2022-03-31 13F NEXTERA ENERGY COM 65339F101 1,036,199 178,407 20.80 87,774 9.61 0.4233
2022-02-14 2021-12-31 13F NEXTERA ENERGY COM 65339F101 857,792 72,019 9.17 80,082 29.80 0.3737
2021-11-12 2021-09-30 13F NEXTERA ENERGY COM 65339F101 785,773 62,855 8.69 61,696 16.47 0.3242
2021-08-10 2021-06-30 13F NEXTERA ENERGY COM 65339F101 722,918 291,510 67.57 52,973 62.41 0.2984
2021-05-11 2021-03-31 13F NEXTERA ENERGY COM 65339F101 431,408 87,125 25.31 32,617 22.80 0.2207
2021-02-12 2020-12-31 13F NEXTERA ENERGY COM 65339F101 344,283 292,560 565.63 26,560 85.02 0.2012
2020-11-13 2020-09-30 13F NEXTERA ENERGY COM 65339F101 51,723 17,293 50.23 14,355 73.60 0.1345
2020-08-12 2020-06-30 13F NEXTERA ENERGY COM 65339F101 34,430 3,941 12.93 8,269 12.70 0.0865
2020-05-12 2020-03-31 13F NEXTERA ENERGY COM 65339F101 30,489 10,349 51.39 7,337 50.41 0.0962
2020-02-07 2019-12-31 13F NEXTERA ENERGY COM 65339F101 20,140 845 4.38 4,878 8.52 0.0608
2019-11-12 2019-09-30 13F NEXTERA ENERGY COM 65339F101 19,295 1,833 10.50 4,495 25.66 0.0610
2019-08-09 2019-06-30 13F NEXTERA ENERGY COM 65339F101 17,462 227 1.32 3,577 7.35 0.0499
2019-05-10 2019-03-31 13F NEXTERA ENERGY COM 65339F101 17,235 9,978 137.49 3,332 164.03 0.0475
2019-02-12 2018-12-31 13F NEXTERA ENERGY COM 65339F101 7,257 1,246 20.73 1,262 25.32 0.0221
2018-11-02 2018-09-30 13F NextEra Energy Common 65339F101 6,011 50 0.84 1,007 1.21 0.0153
2018-07-31 2018-06-30 13F NextEra Energy Common 65339F101 5,961 464 8.44 995 10.80 0.0162
2018-05-09 2018-03-31 13F NextEra Energy Common 65339F101 5,497 5,497 898 0.0148
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.