NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionStifel Financial Corp
Latest Disclosed Ownership2,849,628 shares
Latest Disclosed Value $ 264,677,413
Stifel Financial Corp reports 3.29% decrease in ownership of NEE / NextEra Energy, Inc.

On May 12, 2026 - Stifel Financial Corp filed a 13F-HR form disclosing ownership of 2,849,628 shares of NextEra Energy, Inc. (MX:NEE) valued at $264,677,413 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 2,946,503 shares of NextEra Energy, Inc.. This represents a change in shares of -3.29% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-12 2026-03-31 13F NEXTERA ENERGY COM 65339F101 2,849,628 -96,875 -3.29 264,677 11.89 0.0571
2026-02-13 2025-12-31 13F NEXTERA ENERGY COM 65339F101 2,946,503 -3,153 -0.11 236,546 6.23 0.2128
2025-11-12 2025-09-30 13F NEXTERA ENERGY COM 65339F101 2,949,656 41,051 1.41 222,669 10.28 0.2033
2025-08-14 2025-06-30 13F NEXTERA ENERGY COM 65339F101 2,908,605 134,249 4.84 201,915 2.66 0.1964
2025-05-14 2025-03-31 13F NEXTERA ENERGY COM 65339F101 2,774,356 -104,166 -3.62 196,675 -4.69 0.2091
2025-02-13 2024-12-31 13F NEXTERA ENERGY COM 65339F101 2,878,522 -113,850 -3.80 206,362 -18.42 0.2149
2024-11-14 2024-09-30 13F NEXTERA ENERGY COM 65339F101 2,992,372 12,120 0.41 252,945 19.86 0.2653
2024-08-13 2024-06-30 13F NEXTERA ENERGY COM 65339F101 2,980,252 -62,789 -2.06 211,032 8.51 0.2375
2024-05-14 2024-03-31 13F NEXTERA ENERGY COM 65339F101 3,043,041 160,314 5.56 194,480 11.07 0.2216
2024-02-12 2023-12-31 13F NEXTERA ENERGY COM 65339F101 2,882,727 -327,106 -10.19 175,097 -4.78 0.2203
2023-11-13 2023-09-30 13F NEXTERA ENERGY COM 65339F101 3,209,833 -157,860 -4.69 183,892 -26.41 0.2585
2023-08-14 2023-06-30 13F NEXTERA ENERGY COM 65339F101 3,367,693 -99,790 -2.88 249,884 -6.51 0.3419
2023-05-12 2023-03-31 13F NEXTERA ENERGY COM 65339F101 3,467,483 71,280 2.10 267,275 -5.86 0.3831
2023-02-13 2022-12-31 13F NEXTERA ENERGY COM 65339F101 3,396,203 28,267 0.84 283,922 7.51 0.4262
2022-11-14 2022-09-30 13F NEXTERA ENERGY COM 65339F101 3,367,936 129,992 4.01 264,080 5.29 0.4324
2022-08-15 2022-06-30 13F NEXTERA ENERGY COM 65339F101 3,237,944 106,125 3.39 250,812 -5.46 0.3925
2022-05-13 2022-03-31 13F NEXTERA ENERGY COM 65339F101 3,131,819 76,442 2.50 265,298 -6.99 0.3620
2022-02-14 2021-12-31 13F NEXTERA ENERGY COM 65339F101 3,055,377 56,093 1.87 285,251 21.12 0.3771
2021-11-15 2021-09-30 13F NEXTERA ENERGY COM 65339F101 2,999,284 21,232 0.71 235,503 7.91 0.3453
2021-08-13 2021-06-30 13F NEXTERA ENERGY COM 65339F101 2,978,052 -17,098 -0.57 218,232 -3.64 0.3266
2021-05-14 2021-03-31 13F NEXTERA ENERGY COM 65339F101 2,995,150 -903,732 -23.18 226,466 -24.71 0.3733
2021-02-12 2020-12-31 13F NEXTERA ENERGY COM 65339F101 3,898,882 2,945,769 309.07 300,800 13.70 0.5367
2020-11-16 2020-09-30 13F NEXTERA ENERGY COM 65339F101 953,113 49,768 5.51 264,556 21.94 0.5442
2020-08-14 2020-06-30 13F NEXTERA ENERGY COM 65339F101 903,345 7,648 0.85 216,964 0.78 0.4989
2020-05-14 2020-03-31 13F NEXTERA ENERGY COM 65339F101 895,697 -35,223 -3.78 215,284 -4.43 0.5945
2020-02-13 2019-12-31 13F NEXTERA ENERGY COM 65339F101 930,920 207,794 28.74 225,261 33.75 0.4693
2019-11-19 2019-09-30 13F/A-1 NEXTERA ENERGY COM 65339F101 723,126 47,335 7.00 168,420 21.77 0.4297
2019-11-13 2019-09-30 13F NEXTERA ENERGY COM 65339F101 723,134 47,343 168,422 94,408.9727
2019-08-14 2019-06-30 13F NEXTERA ENERGY COM 65339F101 675,791 -47,393 -6.55 138,315 -1.16 0.3567
2019-05-14 2019-03-31 13F NEXTERA ENERGY COM 65339F101 723,184 63,605 9.64 139,932 21.98 0.3955
2019-02-13 2018-12-31 13F NEXTERA ENERGY COM 65339F101 659,579 24,247 3.82 114,717 7.50 0.3709
2018-11-13 2018-09-30 13F NEXTERA ENERGY COM 65339F101 635,332 61,391 10.70 106,716 11.00 0.3057
2018-08-14 2018-06-30 13F NEXTERA ENERGY COM 65339F101 573,941 12,478 2.22 96,143 4.94 0.2950
2018-05-11 2018-03-31 13F NEXTERA ENERGY COM 65339F101 561,463 41,304 7.94 91,615 12.78 0.2891
2018-02-14 2017-12-31 13F NEXTERA ENERGY COM 65339F101 520,159 9,289 1.82 81,231 8.53 0.2575
2017-11-13 2017-09-30 13F NEXTERA ENERGY COM 65339F101 510,870 -7,216 -1.39 74,848 2.98 0.2598
2017-08-14 2017-06-30 13F NEXTERA ENERGY COM 65339F101 518,086 -17,809 -3.32 72,685 5.63 0.2699
2017-05-10 2017-03-31 13F NEXTERA ENERGY COM 65339F101 535,895 31,648 6.28 68,810 14.14 0.2664
2017-02-16 2016-12-31 13F NEXTERA ENERGY COM 65339F101 504,247 -15,364 -2.96 60,287 -5.15 0.2560
2016-11-15 2016-09-30 13F NEXTERA ENERGY COM 65339F101 519,611 -72,756 -12.28 63,562 -17.71 0.2859
2016-08-17 2016-06-30 13F NEXTERA ENERGY COM 65339F101 592,367 13,444 2.32 77,246 12.75 0.3574
2016-05-16 2016-03-31 13F NEXTERA ENERGY COM 65339F101 578,923 -8,081 -1.38 68,513 12.30 0.3651
2016-03-21 2015-12-31 13F/A-2 NEXTERA ENERGY COM 65339F101 587,004 -3,712 -0.63 61,010 5.79 0.3177
2016-02-26 2015-12-31 13F/A-1 NEXTERA ENERGY COM 65339F101 643,198 56,194 61,236 0.3202
2016-02-16 2015-12-31 13F NEXTERA ENERGY COM 65339F101 642,872 61,202
2015-11-16 2015-09-30 13F NEXTERA ENERGY COM 65339F101 590,716 15,680 2.73 57,671 2.54 0.3240
2015-08-17 2015-06-30 13F/A-1 NEXTERA ENERGY COM 65339F101 575,036 100,824 21.26 56,240 13.97 0.2907
2015-08-17 2015-06-30 13F NEXTERA ENERGY COM 65339F101 536,716 52,614
2015-05-14 2015-03-31 13F NEXTERA ENERGY COM 65339F101 474,212 -7,509 -1.56 49,348 -3.66 0.2701
2015-02-13 2014-12-31 13F NEXTERA ENERGY COM 65339F101 481,721 345,942 254.78 51,224 301.88 0.2846
2014-11-13 2014-09-30 13F NEXTERA ENERGY COM 65339F101 135,779 8,286 6.50 12,746 -2.44 0.1119
2014-08-14 2014-06-30 13F NEXTERA ENERGY COM 65339F101 127,493 -125 -0.10 13,065 7.07 0.1173
2014-05-15 2014-03-31 13F NEXTERA ENERGY COM 65339F101 127,618 127,618 12,202 0.1168
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.