NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionSimmons Bank
Latest Disclosed Ownership121,691 shares
Latest Disclosed Value $ 11,302,660
Simmons Bank reports 2.96% increase in ownership of NEE / NextEra Energy, Inc.

On April 23, 2026 - Simmons Bank filed a 13F-HR form disclosing ownership of 121,691 shares of NextEra Energy, Inc. (MX:NEE) valued at $11,302,660 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 118,196 shares of NextEra Energy, Inc.. This represents a change in shares of 2.96% 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)
2026-04-23 2026-03-31 13F NEXTERA ENERGY COMMON STOCK 65339F101 121,691 3,495 2.96 11,303 19.12 0.2270
2026-02-05 2025-12-31 13F NEXTERA ENERGY COMMON STOCK 65339F101 118,196 3,568 3.11 9,489 9.65 0.6345
2025-11-04 2025-09-30 13F NEXTERA ENERGY COMMON STOCK 65339F101 114,628 557 0.49 8,653 9.28 0.5767
2025-08-06 2025-06-30 13F NEXTERA ENERGY COMMON STOCK 65339F101 114,071 719 0.63 7,919 -1.46 0.5645
2025-04-29 2025-03-31 13F NEXTERA ENERGY COMMON STOCK 65339F101 113,352 -2,590 -2.23 8,036 -3.32 0.6058
2025-02-05 2024-12-31 13F NEXTERA ENERGY COMMON STOCK 65339F101 115,942 7 0.01 8,312 -15.19 0.6077
2024-11-05 2024-09-30 13F NEXTERA ENERGY COMMON STOCK 65339F101 115,935 3,000 2.66 9,800 22.55 0.7095
2024-07-26 2024-06-30 13F NEXTERA ENERGY COMMON STOCK 65339F101 112,935 747 0.67 7,997 11.54 0.6037
2024-05-14 2024-03-31 13F NEXTERA ENERGY COMMON STOCK 65339F101 112,188 6,841 6.49 7,170 12.05 0.5387
2024-02-06 2023-12-31 13F NEXTERA ENERGY COMMON STOCK 65339F101 105,347 1,642 1.58 6,399 7.69 0.5225
2023-10-26 2023-09-30 13F NEXTERA ENERGY COMMON STOCK 65339F101 103,705 -1,082 -1.03 5,941 -23.59 0.5266
2023-08-03 2023-06-30 13F NEXTERA ENERGY COMMON STOCK 65339F101 104,787 2,987 2.93 7,775 -0.90 0.6532
2023-04-28 2023-03-31 13F NEXTERA ENERGY COMMON STOCK 65339F101 101,800 -466 -0.46 7,847 -8.22 0.6697
2023-02-08 2022-12-31 13F NEXTERA ENERGY COMMON STOCK 65339F101 102,266 -48 -0.05 8,549 6.56 0.7347
2022-10-27 2022-09-30 13F NEXTERA ENERGY COMMON STOCK 65339F101 102,314 1,795 1.79 8,023 3.04 0.7482
2022-07-29 2022-06-30 13F NEXTERA ENERGY COMMON STOCK 65339F101 100,519 5,625 5.93 7,786 -3.14 0.6824
2022-04-21 2022-03-31 13F NEXTERA ENERGY COMMON STOCK 65339F101 94,894 -875 -0.91 8,038 -10.10 0.6019
2022-01-28 2021-12-31 13F NEXTERA ENERGY COMMON STOCK 65339F101 95,769 -262 -0.27 8,941 18.58 0.6259
2021-10-26 2021-09-30 13F NEXTERA ENERGY COMMON STOCK 65339F101 96,031 -3,503 -3.52 7,540 3.37 0.5475
2021-08-05 2021-06-30 13F NEXTERA ENERGY COMMON STOCK 65339F101 99,534 2,592 2.67 7,294 -0.50 0.5270
2021-05-06 2021-03-31 13F NEXTERA ENERGY COMMON STOCK 65339F101 96,942 15,763 19.42 7,331 17.05 0.5534
2021-02-08 2020-12-31 13F NEXTERA ENERGY COMMON STOCK 65339F101 81,179 61,067 303.63 6,263 12.20 0.4971
2020-11-13 2020-09-30 13F NEXTERA ENERGY COMMON STOCK 65339F101 20,112 -258 -1.27 5,582 14.08 0.4581
2020-08-14 2020-06-30 13F NEXTERA ENERGY COMMON STOCK 65339F101 20,370 4,603 29.19 4,893 28.97 0.4039
2020-05-14 2020-03-31 13F NEXTERA ENERGY COMMON STOCK 65339F101 15,767 67 0.43 3,794 -0.21 0.3301
2020-01-31 2019-12-31 13F NEXTERA ENERGY COMMON STOCK 65339F101 15,700 588 3.89 3,802 7.98 0.3410
2019-11-13 2019-09-30 13F NEXTERA ENERGY COMMON STOCK 65339F101 15,112 -787 -4.95 3,521 8.11 0.3464
2019-08-13 2019-06-30 13F NEXTERA ENERGY COMMON STOCK 65339F101 15,899 -567 -3.44 3,257 2.32 0.3152
2019-05-13 2019-03-31 13F NEXTERA ENERGY COMMON STOCK 65339F101 16,466 -18 -0.11 3,183 11.06 0.3098
2019-01-24 2018-12-31 13F NEXTERA ENERGY COMMON STOCK 65339F101 16,484 -103 -0.62 2,866 3.09 0.3207
2018-11-13 2018-09-30 13F NEXTERA ENERGY COMMON STOCK 65339F101 16,587 -1,144 -6.45 2,780 -6.14 0.2738
2018-08-13 2018-06-30 13F NEXTERA ENERGY COMMON STOCK 65339F101 17,731 711 4.18 2,962 6.55 0.2691
2018-05-14 2018-03-31 13F NEXTERA ENERGY COMMON STOCK 65339F101 17,020 832 5.14 2,780 9.92 0.2495
2018-02-13 2017-12-31 13F NEXTERA ENERGY COMMON STOCK 65339F101 16,188 746 4.83 2,529 11.70 0.2547
2017-11-14 2017-09-30 13F NEXTERA ENERGY COMMON STOCK 65339F101 15,442 977 6.75 2,264 11.75 0.2344
2017-08-15 2017-06-30 13F NEXTERA ENERGY COMMON STOCK 65339F101 14,465 -3 -0.02 2,026 9.10 0.2270
2017-05-11 2017-03-31 13F NEXTERA ENERGY COMMON STOCK 65339F101 14,468 14,468 1,857 0.2048
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.