NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionTelos Capital Management, Inc.
Latest Disclosed Ownership86,863 shares
Latest Disclosed Value $ 8,067,843
Telos Capital Management, Inc. reports 2.19% decrease in ownership of NEE / NextEra Energy, Inc.

On April 16, 2026 - Telos Capital Management, Inc. filed a 13F-HR form disclosing ownership of 86,863 shares of NextEra Energy, Inc. (MX:NEE) valued at $8,067,843 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 22, 2026 disclosing 88,805 shares of NextEra Energy, Inc.. This represents a change in shares of -2.19% 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)
2026-04-16 2026-03-31 13F NEXTERA ENERGY COM 65339F101 86,863 -1,942 -2.19 8,068 13.16 0.7728
2026-01-22 2025-12-31 13F NEXTERA ENERGY COM 65339F101 88,805 -2,818 -3.08 7,129 3.08 0.6647
2025-11-04 2025-09-30 13F NEXTERA ENERGY COM 65339F101 91,623 508 0.56 6,917 9.34 0.6627
2025-08-05 2025-06-30 13F NEXTERA ENERGY COM 65339F101 91,115 619 0.68 6,325 -1.40 0.6440
2025-04-30 2025-03-31 13F NEXTERA ENERGY COM 65339F101 90,496 1,249 1.40 6,415 0.27 0.6989
2025-01-27 2024-12-31 13F NEXTERA ENERGY COM 65339F101 89,247 2,582 2.98 6,398 -12.66 0.6824
2024-10-21 2024-09-30 13F NEXTERA ENERGY COM 65339F101 86,665 756 0.88 7,326 20.42 0.7688
2024-08-01 2024-06-30 13F NEXTERA ENERGY COM 65339F101 85,909 74,479 651.61 6,083 733.29 0.6742
2024-04-25 2024-03-31 13F NEXTERA ENERGY COM 65339F101 11,430 -220 -1.89 730 3.25 0.0824
2024-01-31 2023-12-31 13F NEXTERA ENERGY COM 65339F101 11,650 62 0.54 708 6.64 0.0862
2023-11-01 2023-09-30 13F NEXTERA ENERGY COM 65339F101 11,588 101 0.88 664 -22.18 0.0923
2023-07-21 2023-06-30 13F NEXTERA ENERGY COM 65339F101 11,487 -5,928 -34.04 852 -36.51 0.1136
2023-04-27 2023-03-31 13F NEXTERA ENERGY COM 65339F101 17,415 -684 -3.78 1,342 -11.30 0.1873
2023-01-27 2022-12-31 13F NEXTERA ENERGY COM 65339F101 18,099 -233 -1.27 1,513 5.29 0.2203
2022-10-31 2022-09-30 13F NEXTERA ENERGY COM 65339F101 18,332 924 5.31 1,437 6.60 0.2365
2022-08-08 2022-06-30 13F NEXTERA ENERGY COM 65339F101 17,408 -61 -0.35 1,348 -8.92 0.2059
2022-05-02 2022-03-31 13F NEXTERA ENERGY COM 65339F101 17,469 -1,187 -6.36 1,480 -15.04 0.1922
2022-01-21 2021-12-31 13F NEXTERA ENERGY COM 65339F101 18,656 -187 -0.99 1,742 17.70 0.2178
2021-10-19 2021-09-30 13F NEXTERA ENERGY COM 65339F101 18,843 -1,186 -5.92 1,480 0.82 0.2026
2021-07-15 2021-06-30 13F NEXTERA ENERGY COM 65339F101 20,029 -2,098 -9.48 1,468 -12.25 0.1943
2021-04-28 2021-03-31 13F NEXTERA ENERGY COM 65339F101 22,127 -2,295 -9.40 1,673 -11.20 0.2403
2021-02-02 2020-12-31 13F NEXTERA ENERGY COM 65339F101 24,422 19,374 383.80 1,884 34.48 0.2871
2020-10-27 2020-09-30 13F NEXTERA ENERGY COM 65339F101 5,048 -717 -12.44 1,401 1.16 0.2446
2020-07-23 2020-06-30 13F NEXTERA ENERGY COM 65339F101 5,765 -108 -1.84 1,385 -1.98 0.2680
2020-05-01 2020-03-31 13F NEXTERA ENERGY COM 65339F101 5,873 944 19.15 1,413 18.44 0.3501
2020-01-23 2019-12-31 13F NEXTERA ENERGY COM 65339F101 4,929 -172 -3.37 1,193 0.34 0.2722
2019-10-31 2019-09-30 13F NEXTERA ENERGY COM 65339F101 5,101 -802 -13.59 1,189 -1.65 0.3257
2019-07-19 2019-06-30 13F NEXTERA ENERGY COM 65339F101 5,903 -783 -11.71 1,209 -6.42 0.3543
2019-04-18 2019-03-31 13F NEXTERA ENERGY COM 65339F101 6,686 3,241 94.08 1,292 115.69 0.4027
2019-01-31 2018-12-31 13F NEXTERA ENERGY COM 65339F101 3,445 29 0.85 599 4.54 0.2217
2018-10-26 2018-09-30 13F NEXTERA ENERGY COM 65339F101 3,416 -34 -0.99 573 -0.52 0.1833
2018-07-27 2018-06-30 13F NEXTERA ENERGY COM 65339F101 3,450 168 5.12 576 7.46 0.1984
2018-04-24 2018-03-31 13F NEXTERA ENERGY COM 65339F101 3,282 -25 -0.76 536 3.88 0.1905
2018-01-30 2017-12-31 13F NEXTERA ENERGY COM 65339F101 3,307 968 41.39 516 50.44 0.1821
2017-11-03 2017-09-30 13F NEXTERA ENERGY COM 65339F101 2,339 -39 -1.64 343 2.69 0.1324
2017-07-27 2017-06-30 13F NEXTERA ENERGY COM 65339F101 2,378 -51 -2.10 334 7.05 0.1335
2017-05-08 2017-03-31 13F NEXTERA ENERGY COM 65339F101 2,429 -47 -1.90 312 5.41 0.1299
2017-01-26 2016-12-31 13F NEXTERA ENERGY COM 65339F101 2,476 44 1.81 296 -0.67 0.1317
2016-11-03 2016-09-30 13F NEXTERA ENERGY COM 65339F101 2,432 693 39.85 298 31.28 0.1387
2016-08-08 2016-06-30 13F NEXTERA ENERGY COM 65339F101 1,739 -800 -31.51 227 -24.58 0.1110
2016-04-28 2016-03-31 13F NEXTERA ENERGY COM 65339F101 2,539 -20 -0.78 301 13.16 0.1578
2016-02-03 2015-12-31 13F NEXTERA ENERGY COM 65339F101 2,559 35 1.39 266 8.13 0.1434
2015-11-12 2015-09-30 13F NEXTERA ENERGY COM 65339F101 2,524 -84 -3.22 246 -3.53 0.1504
2015-08-05 2015-06-30 13F NEXTERA ENERGY COM 65339F101 2,608 -2,394 -47.86 255 -51.06 0.1407
2015-05-05 2015-03-31 13F NEXTERA ENERGY COM 65339F101 5,002 5,002 0.00 521 0.3042
2015-02-05 2014-12-31 13F NEXTERA ENERGY COM 65339F101 0 -5,921 -100.00 0 -100.00
2014-11-14 2014-09-30 13F NEXTERA ENERGY COM 65339F101 5,921 -175 -2.87 556 -11.04 0.3458
2014-08-06 2014-06-30 13F NEXTERA ENERGY COM 65339F101 6,096 196 3.32 625 10.82 0.3866
2014-05-14 2014-03-31 13F NEXTERA ENERGY COM 65339F101 5,900 1,987 50.78 564 68.36 0.3945
2014-02-04 2013-12-31 13F NEXTERA ENERGY COM 65339F101 3,913 0 0.00 335 6.69 0.2456
2013-11-12 2013-09-30 13F NEXTERA ENERGY COM 65339F101 3,913 -4,000 -50.55 314 -51.24 0.2548
2013-08-09 2013-06-30 13F NEXTERA ENERGY COM 65339F101 7,913 7,913 644 0.5653
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.