NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionTcw Group Inc
Latest Disclosed Ownership38,436 shares
Latest Disclosed Value $ 3,569,936
Tcw Group Inc reports 3.17% increase in ownership of NEE / NextEra Energy, Inc.

On May 14, 2026 - Tcw Group Inc filed a 13F-HR form disclosing ownership of 38,436 shares of NextEra Energy, Inc. (MX:NEE) valued at $3,569,936 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 37,255 shares of NextEra Energy, Inc.. This represents a change in shares of 3.17% 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 38,436 1,181 3.17 3,570 19.36 0.0269
2026-02-17 2025-12-31 13F NEXTERA ENERGY COM 65339F101 37,255 37,255 2,991 0.0214
2025-11-14 2025-09-30 13F NEXTERA ENERGY COM 65339F101 0 -38,187 -100.00 0 -100.00
2025-08-14 2025-06-30 13F NEXTERA ENERGY COM 65339F101 38,187 -78,914 -67.39 2,651 -68.08 0.0208
2025-05-07 2025-03-31 13F NEXTERA ENERGY COM 65339F101 117,101 1,253 1.08 8,301 -0.05 0.0743
2025-02-04 2024-12-31 13F NEXTERA ENERGY COM 65339F101 115,848 317 0.27 8,305 -14.95 0.0697
2024-11-19 2024-09-30 13F/A-1 NEXTERA ENERGY COM 65339F101 115,531 11,186 10.72 9,766 32.17 0.0854
2024-11-08 2024-09-30 13F NEXTERA ENERGY COM 65339F101 115,531 11,186 9,766 0.0439
2024-07-19 2024-06-30 13F NEXTERA ENERGY COM 65339F101 104,345 10,004 10.60 7,389 22.54 0.0660
2024-05-10 2024-03-31 13F NEXTERA ENERGY COM 65339F101 94,341 51,830 121.92 6,029 132.69 0.0610
2024-02-09 2023-12-31 13F NEXTERA ENERGY COM 65339F101 42,511 29,704 231.94 2,591 253.48 0.0289
2023-11-15 2023-09-30 13F NEXTERA ENERGY COM 65339F101 12,807 -4,469 -25.87 734 -42.78 0.0092
2023-08-14 2023-06-30 13F NEXTERA ENERGY COM 65339F101 17,276 -2,108 -10.87 1,282 -14.26 0.0142
2023-05-15 2023-03-31 13F NEXTERA ENERGY COM 65339F101 19,384 -2,018 -9.43 1,494 -16.49 0.0191
2023-02-14 2022-12-31 13F NEXTERA ENERGY COM 65339F101 21,402 1,532 7.71 1,789 14.83 0.0256
2022-10-27 2022-09-30 13F NEXTERA ENERGY COM 65339F101 19,870 1,502 8.18 1,558 9.56 0.0228
2022-07-19 2022-06-30 13F NEXTERA ENERGY COM 65339F101 18,368 1,584 9.44 1,422 0.00 0.0186
2022-04-19 2022-03-31 13F NEXTERA ENERGY COM 65339F101 16,784 -3,321 -16.52 1,422 -24.24 0.0136
2022-01-26 2021-12-31 13F NEXTERA ENERGY COM 65339F101 20,105 -18,021 -47.27 1,877 -37.31 0.0154
2021-10-26 2021-09-30 13F NEXTERA ENERGY COM 65339F101 38,126 -1,948 -4.86 2,994 1.98 0.0077
2021-07-23 2021-06-30 13F NEXTERA ENERGY COM 65339F101 40,074 698 1.77 2,936 -1.38 0.0254
2021-05-05 2021-03-31 13F NEXTERA ENERGY COM 65339F101 39,376 2,795 7.64 2,977 5.46 0.0285
2021-02-02 2020-12-31 13F NEXTERA ENERGY COM 65339F101 36,581 25,642 234.41 2,823 -7.02 0.0246
2020-10-30 2020-09-30 13F NEXTERA ENERGY COM 65339F101 10,939 -1,675 -13.28 3,036 0.23 0.0331
2020-08-05 2020-06-30 13F NEXTERA ENERGY COM 65339F101 12,614 61 0.49 3,029 0.26 0.0353
2020-05-05 2020-03-31 13F NEXTERA ENERGY COM 65339F101 12,553 -1,705 -11.96 3,021 -12.51 0.0418
2020-02-10 2019-12-31 13F NEXTERA ENERGY COM 65339F101 14,258 -900 -5.94 3,453 -2.24 0.0382
2019-11-13 2019-09-30 13F NEXTERA ENERGY COM 65339F101 15,158 -267 -1.73 3,532 11.77 0.0402
2019-08-07 2019-06-30 13F NEXTERA ENERGY COM 65339F101 15,425 -1,496 -8.84 3,160 -3.39 0.0336
2019-05-13 2019-03-31 13F NEXTERA ENERGY COM 65339F101 16,921 -5,885 -25.80 3,271 -17.48 0.0313
2019-02-11 2018-12-31 13F NEXTERA ENERGY COM 65339F101 22,806 -1,809 -7.35 3,964 -3.93 0.0410
2018-10-30 2018-09-30 13F NEXTERA ENERGY COM 65339F101 24,615 -1,475 -5.65 4,126 -5.32 0.0338
2018-08-01 2018-06-30 13F NEXTERA ENERGY COM 65339F101 26,090 10,910 71.87 4,358 75.73 0.0353
2018-05-10 2018-03-31 13F NEXTERA ENERGY COM 65339F101 15,180 -6,667 -30.52 2,480 -27.32 0.0202
2018-02-09 2017-12-31 13F NEXTERA ENERGY COM 65339F101 21,847 1,199 5.81 3,412 12.76 0.0275
2017-11-06 2017-09-30 13F NEXTERA ENERGY COM 65339F101 20,648 8,600 71.38 3,026 79.27 0.0241
2017-08-11 2017-06-30 13F NEXTERA ENERGY COM 65339F101 12,048 -688 -5.40 1,688 3.24 0.0140
2017-05-11 2017-03-31 13F NEXTERA ENERGY COM 65339F101 12,736 -26,850 -67.83 1,635 -65.43 0.0136
2017-02-10 2016-12-31 13F NEXTERA ENERGY COM 65339F101 39,586 -35,823 -47.50 4,729 -48.73 0.0356
2016-11-14 2016-09-30 13F NEXTERA ENERGY COM 65339F101 75,409 -6,190 -7.59 9,224 -13.31 0.0701
2016-08-12 2016-06-30 13F/A-1 NEXTERA ENERGY COM 65339F101 81,599 10,100 14.13 10,640 25.75 0.0804
2016-08-11 2016-06-30 13F NEXTERA ENERGY COM 65339F101 81,599 10,640
2016-05-16 2016-03-31 13F NEXTERA ENERGY COM 65339F101 71,499 39,499 123.43 8,461 154.54 0.0621
2016-02-16 2015-12-31 13F NEXTERA ENERGY COM 65339F101 32,000 423 1.34 3,324 7.92 0.0239
2015-11-13 2015-09-30 13F NEXTERA ENERGY COM 65339F101 31,577 1,150 3.78 3,080 3.25 0.0221
2015-08-12 2015-06-30 13F NEXTERA ENERGY COM 65339F101 30,427 3,727 13.96 2,983 70.75 0.0192
2015-05-13 2015-03-31 13F NEXTERA ENERGY UNIT 09/01/2015 65339F887 26,700 -95,577 -78.16 1,747 -86.56 0.0084
2015-05-13 2015-03-31 13F NEXTERA ENERGY COM 65339F101 125,027 2,750 13,009 0.0625
2015-02-13 2014-12-31 13F NEXTERA ENERGY COM 65339F101 122,277 -91,550 -42.81 12,997 -35.25 0.0544
2014-11-14 2014-09-30 13F NEXTERA ENERGY COM 65339F101 213,827 -4,700 -2.15 20,074 -10.36 0.0807
2014-08-14 2014-06-30 13F NEXTERA ENERGY COM 65339F101 218,527 2,100 0.97 22,395 8.21 0.0922
2014-05-13 2014-03-31 13F NEXTERA ENERGY COM 65339F101 216,427 3,316 1.56 20,695 13.41 0.0859
2014-02-18 2013-12-31 13F/A-1 NEXTERA ENERGY COM 65339F101 213,111 3,216 1.53 18,248 8.46 0.0769
2014-02-14 2013-12-31 13F NEXTERA ENERGY COM 65339F101 18,248 213,111
2013-11-14 2013-09-30 13F NEXTERA ENERGY COM 65339F101 209,895 1,500 0.72 16,825 -0.91 0.0777
2013-08-14 2013-06-30 13F/A-1 NEXTERA ENERGY COM 65339F101 208,395 208,395 16,980 0.0837
2013-08-14 2013-06-30 13F NEXTERA ENERGY COM 65339F101 208,395 16,980
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.