NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionSt. Louis Trust Co
Latest Disclosed Ownership19,298 shares
Latest Disclosed Value $ 1,792,398
St. Louis Trust Co ownership in NEE / NextEra Energy, Inc.

On May 14, 2026 - St. Louis Trust Co filed a 13F-HR form disclosing ownership of 19,298 shares of NextEra Energy, Inc. (MX:NEE) valued at $1,792,398 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 19,298 shares of NextEra Energy, Inc.. This represents a change in shares of 0.00% 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 19,298 0 0.00 1,792 15.69 0.1576
2026-02-09 2025-12-31 13F NEXTERA ENERGY COM 65339F101 19,298 0 0.00 1,549 6.39 0.1298
2025-11-07 2025-09-30 13F NEXTERA ENERGY COM 65339F101 19,298 0 0.00 1,457 8.74 0.1816
2025-07-25 2025-06-30 13F NEXTERA ENERGY COM 65339F101 19,298 0 0.00 1,340 -2.12 0.1785
2025-05-05 2025-03-31 13F NEXTERA ENERGY COM 65339F101 19,298 2,898 17.67 1,368 16.43 0.1982
2025-02-07 2024-12-31 13F NEXTERA ENERGY COM 65339F101 16,400 0 0.00 1,176 -15.22 0.1681
2024-11-07 2024-09-30 13F NEXTERA ENERGY COM 65339F101 16,400 -2,898 -15.02 1,386 1.46 0.1951
2024-07-30 2024-06-30 13F NEXTERA ENERGY COM 65339F101 19,298 0 0.00 1,366 10.79 0.2090
2024-05-02 2024-03-31 13F NEXTERA ENERGY COM 65339F101 19,298 2,898 17.67 1,233 23.80 0.1927
2024-02-05 2023-12-31 13F NEXTERA ENERGY COM 65339F101 16,400 0 0.00 996 6.07 0.1715
2023-11-03 2023-09-30 13F NEXTERA ENERGY COM 65339F101 16,400 0 0.00 940 -22.78 0.1769
2023-08-03 2023-06-30 13F NEXTERA ENERGY COM 65339F101 16,400 0 0.00 1,217 -3.80 0.2241
2023-05-04 2023-03-31 13F NEXTERA ENERGY COM 65339F101 16,400 0 0.00 1,264 -7.80 0.2540
2023-02-06 2022-12-31 13F NEXTERA ENERGY COM 65339F101 16,400 -8,440 -33.98 1,371 -28.44 0.2915
2022-11-02 2022-09-30 13F NEXTERA ENERGY COM 65339F101 24,840 8,440 51.46 1,916 50.87 0.5449
2022-08-01 2022-06-30 13F NEXTERA ENERGY COM 65339F101 16,400 0 0.00 1,270 -8.57 0.2744
2022-05-13 2022-03-31 13F NEXTERA ENERGY COM 65339F101 16,400 -8,440 -33.98 1,389 -40.10 0.2975
2022-02-07 2021-12-31 13F NEXTERA ENERGY COM 65339F101 24,840 0 0.00 2,319 18.92 0.4894
2021-11-12 2021-09-30 13F NEXTERA ENERGY COM 65339F101 24,840 0 0.00 1,950 7.14 0.5143
2021-08-06 2021-06-30 13F NEXTERA ENERGY COM 65339F101 24,840 0 0.00 1,820 -3.09 0.4508
2021-04-27 2021-03-31 13F NEXTERA ENERGY COM 65339F101 24,840 0 0.00 1,878 -1.98 0.4631
2021-02-03 2020-12-31 13F NEXTERA ENERGY COM 65339F101 24,840 18,630 300.00 1,916 11.14 0.5531
2020-10-27 2020-09-30 13F NEXTERA ENERGY COM 65339F101 6,210 0 0.00 1,724 15.63 0.5518
2020-08-06 2020-06-30 13F NEXTERA ENERGY COM 65339F101 6,210 0 0.00 1,491 -0.20 0.4463
2020-05-04 2020-03-31 13F NEXTERA ENERGY COM 65339F101 6,210 -990 -13.75 1,494 -14.33 0.5644
2020-02-05 2019-12-31 13F NEXTERA ENERGY COM 65339F101 7,200 0 0.00 1,744 3.93 0.4967
2019-10-30 2019-09-30 13F NEXTERA ENERGY COM 65339F101 7,200 0 0.00 1,678 13.76 0.5201
2019-07-30 2019-06-30 13F NEXTERA ENERGY COM 65339F101 7,200 0 0.00 1,475 5.96 0.4661
2019-05-10 2019-03-31 13F NEXTERA ENERGY COM 65339F101 7,200 0 0.00 1,392 11.18 0.4482
2019-01-31 2018-12-31 13F NEXTERA ENERGY COM 65339F101 7,200 0 0.00 1,252 3.73 0.4533
2018-10-31 2018-09-30 13F NEXTERA ENERGY COM 65339F101 7,200 0 0.00 1,207 0.33 0.4125
2018-08-07 2018-06-30 13F NEXTERA ENERGY COM 65339F101 7,200 -3,100 -30.10 1,203 -28.48 0.4019
2018-04-23 2018-03-31 13F NEXTERA ENERGY COM 65339F101 10,300 10,300 1,682 0.5774
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.