NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionScotia Capital Inc.
Latest Disclosed Ownership335,069 shares
Latest Disclosed Value $ 31,121,648
Scotia Capital Inc. reports 2.08% decrease in ownership of NEE / NextEra Energy, Inc.

On May 13, 2026 - Scotia Capital Inc. filed a 13F-HR form disclosing ownership of 335,069 shares of NextEra Energy, Inc. (MX:NEE) valued at $31,121,648 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 342,170 shares of NextEra Energy, Inc.. This represents a change in shares of -2.08% 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)
2026-05-13 2026-03-31 13F NEXTERA ENERGY COM 65339F101 335,069 -7,101 -2.08 31,122 13.32 0.1279
2026-02-12 2025-12-31 13F NEXTERA ENERGY COM 65339F101 342,170 -34,813 -9.23 27,463 -3.51 0.1106
2025-11-14 2025-09-30 13F NEXTERA ENERGY COM 65339F101 376,983 -6,366 -1.66 28,460 6.96 0.1210
2025-08-13 2025-06-30 13F NEXTERA ENERGY COM 65339F101 383,349 117,787 44.35 26,609 41.34 0.1257
2025-05-09 2025-03-31 13F NEXTERA ENERGY COM 65339F101 265,562 9,838 3.85 18,826 2.66 0.1009
2025-02-13 2024-12-31 13F NEXTERA ENERGY COM 65339F101 255,724 39,713 18.38 18,338 0.42 0.0966
2024-11-13 2024-09-30 13F NEXTERA ENERGY COM 65339F101 216,011 13,108 6.46 18,260 27.10 0.0977
2024-08-14 2024-06-30 13F NEXTERA ENERGY COM 65339F101 202,903 39,669 24.30 14,367 37.73 0.0841
2024-05-14 2024-03-31 13F NEXTERA ENERGY COM 65339F101 163,234 2,379 1.48 10,432 6.78 0.0621
2024-02-12 2023-12-31 13F NEXTERA ENERGY COM 65339F101 160,855 20,453 14.57 9,770 21.44 0.0630
2023-11-14 2023-09-30 13F NEXTERA ENERGY COM 65339F101 140,402 26,863 23.66 8,045 -4.51 0.0582
2023-08-03 2023-06-30 13F NEXTERA ENERGY COM 65339F101 113,539 23,110 25.56 8,425 20.84 0.0578
2023-05-11 2023-03-31 13F NEXTERA ENERGY COM 65339F101 90,429 -2,007 -2.17 6,972 -9.81 0.0509
2023-02-09 2022-12-31 13F NEXTERA ENERGY COM 65339F101 92,436 -2,867 -3.01 7,729 3.43 0.0594
2022-11-10 2022-09-30 13F NEXTERA ENERGY COM 65339F101 95,303 -53,746 -36.06 7,473 -35.28 0.0604
2022-08-05 2022-06-30 13F NEXTERA ENERGY COM 65339F101 149,049 8,783 6.26 11,546 -2.83 0.0859
2022-05-09 2022-03-31 13F NEXTERA ENERGY COM 65339F101 140,266 29,104 26.18 11,882 14.50 0.0751
2022-02-11 2021-12-31 13F NEXTERA ENERGY COM 65339F101 111,162 3,814 3.55 10,377 23.11 0.0681
2021-11-12 2021-09-30 13F NEXTERA ENERGY COM 65339F101 107,348 -24,673 -18.69 8,429 -12.88 0.0613
2021-08-12 2021-06-30 13F NEXTERA ENERGY COM 65339F101 132,021 11,349 9.40 9,675 6.04 0.0708
2021-05-06 2021-03-31 13F NEXTERA ENERGY COM 65339F101 120,672 68,151 129.76 9,124 125.17 0.0740
2021-02-11 2020-12-31 13F NEXTERA ENERGY COM 65339F101 52,521 41,522 377.51 4,052 32.72 0.0372
2020-11-12 2020-09-30 13F NEXTERA ENERGY COM 65339F101 10,999 -1,921 -14.87 3,053 -2.37 0.0331
2020-08-11 2020-06-30 13F NEXTERA ENERGY COM 65339F101 12,920 -7,687 -37.30 3,127 -36.93 0.0437
2020-05-15 2020-03-31 13F NEXTERA ENERGY COM 65339F101 20,607 -6,245 -23.26 4,958 -23.78 0.0691
2020-02-13 2019-12-31 13F NEXTERA ENERGY COM 65339F101 26,852 -9,134 -25.38 6,505 -22.41 0.0723
2019-11-14 2019-09-30 13F NEXTERA ENERGY COM 65339F101 35,986 4,206 13.23 8,384 28.75 0.0988
2019-08-13 2019-06-30 13F NEXTERA ENERGY COM 65339F101 31,780 19,354 155.75 6,512 171.22 0.0793
2019-05-15 2019-03-31 13F NEXTERA ENERGY COM 65339F101 12,426 596 5.04 2,401 16.78 0.0309
2019-02-11 2018-12-31 13F/A-1 NEXTERA ENERGY COM 65339F101 11,830 12 0.10 2,056 3.79 0.0304
2019-02-11 2018-12-31 13F NEXTERA ENERGY COM 65339F101 11,818 1,981
2018-11-14 2018-09-30 13F NEXTERA ENERGY COM 65339F101 11,818 -345 -2.84 1,981 0.81 0.0251
2018-08-13 2018-06-30 13F NEXTERA ENERGY COM 65339F101 12,163 1,151 10.45 1,965 9.29 0.0274
2018-05-15 2018-03-31 13F NEXTERA ENERGY COM 65339F101 11,012 3,556 47.69 1,798 54.33 0.0248
2018-02-13 2017-12-31 13F NEXTERA ENERGY COM 65339F101 7,456 633 9.28 1,165 16.62 0.0155
2017-11-14 2017-09-30 13F NEXTERA ENERGY COM 65339F101 6,823 68 1.01 999 5.60 0.0142
2017-08-15 2017-06-30 13F NEXTERA ENERGY COM 65339F101 6,755 -165 -2.38 946 6.29 0.0160
2017-05-15 2017-03-31 13F NEXTERA ENERGY COM 65339F101 6,920 216 3.22 890 10.97 0.0152
2017-02-14 2016-12-31 13F NEXTERA ENERGY COM 65339F101 6,704 -8,298 -55.31 802 -56.29 0.0128
2016-11-14 2016-09-30 13F NEXTERA ENERGY COM 65339F101 15,002 -84,998 -85.00 1,835 -72.44 0.0337
2016-08-11 2016-06-30 13F NEXTERA ENERGY UNIT 09/01/2016 65339F861 100,000 84,355 539.18 6,658 259.50 0.1351
2016-08-11 2016-06-30 13F NEXTERA ENERGY COM 65339F101 19,141 3,496 2,499 0.0507
2016-05-12 2016-03-31 13F NEXTERA ENERGY COM 65339F101 15,645 -30,355 -65.99 1,852 -23.41 0.0405
2016-02-11 2015-12-31 13F NEXTERA ENERGY UNIT 08/31/2018 65339F846 46,000 34,499 299.97 2,418 115.51 0.0548
2016-02-11 2015-12-31 13F NEXTERA ENERGY COM 65339F101 11,501 0 1,195 0.0271
2015-11-13 2015-09-30 13F NEXTERA ENERGY COM 65339F101 11,501 8,421 273.41 1,122 271.52 0.0254
2015-08-13 2015-06-30 13F NEXTERA ENERGY COM 65339F101 3,080 -65 -2.07 302 -7.65 0.0061
2015-05-15 2015-03-31 13F NEXTERA ENERGY COM 65339F101 3,145 3,145 327 0.0084
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.