NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionTexas Yale Capital Corp.
Latest Disclosed Ownership131,468 shares
Latest Disclosed Value $ 12,210,748
Texas Yale Capital Corp. reports 0.60% increase in ownership of NEE / NextEra Energy, Inc.

On May 4, 2026 - Texas Yale Capital Corp. filed a 13F-HR form disclosing ownership of 131,468 shares of NextEra Energy, Inc. (MX:NEE) valued at $12,210,748 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 130,683 shares of NextEra Energy, Inc.. This represents a change in shares of 0.60% 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)
2026-05-04 2026-03-31 13F NEXTERA ENERGY COM 65339F101 131,468 785 0.60 12,211 16.39 0.3465
2026-02-10 2025-12-31 13F NEXTERA ENERGY COM 65339F101 130,683 200 0.15 10,491 6.51 0.3180
2025-11-07 2025-09-30 13F NEXTERA ENERGY COM 65339F101 130,483 3,455 2.72 9,850 11.70 0.3100
2025-08-06 2025-06-30 13F NEXTERA ENERGY COM 65339F101 127,028 -1,741 -1.35 8,818 -3.40 0.2888
2025-05-07 2025-03-31 13F NEXTERA ENERGY COM 65339F101 128,769 -132 -0.10 9,128 -1.21 0.3748
2025-02-13 2024-12-31 13F NEXTERA ENERGY COM 65339F101 128,901 -820 -0.63 9,241 -15.73 0.3716
2024-11-12 2024-09-30 13F NEXTERA ENERGY COM 65339F101 129,721 625 0.48 10,965 19.95 0.4764
2024-08-13 2024-06-30 13F NEXTERA ENERGY COM 65339F101 129,096 -965 -0.74 9,141 9.97 0.4352
2024-05-08 2024-03-31 13F NEXTERA ENERGY COM 65339F101 130,061 16,840 14.87 8,312 20.87 0.3691
2024-02-13 2023-12-31 13F NEXTERA ENERGY COM 65339F101 113,221 -1,110 -0.97 6,877 4.99 0.3275
2023-11-09 2023-09-30 13F NEXTERA ENERGY COM 65339F101 114,331 4,831 4.41 6,550 -19.37 0.2953
2023-08-03 2023-06-30 13F NEXTERA ENERGY COM 65339F101 109,500 -562 -0.51 8,125 -4.23 0.3821
2023-05-10 2023-03-31 13F NEXTERA ENERGY COM 65339F101 110,062 -444 -0.40 8,484 -8.17 0.4311
2023-02-13 2022-12-31 13F NEXTERA ENERGY COM 65339F101 110,506 551 0.50 9,238 7.14 0.5269
2022-11-08 2022-09-30 13F NEXTERA ENERGY COM 65339F101 109,955 -621 -0.56 8,622 0.67 0.5525
2022-08-11 2022-06-30 13F NEXTERA ENERGY COM 65339F101 110,576 -2,129 -1.89 8,565 -10.29 0.5537
2022-05-10 2022-03-31 13F NEXTERA ENERGY COM 65339F101 112,705 498 0.44 9,547 -8.87 0.5204
2022-02-10 2021-12-31 13F NEXTERA ENERGY COM 65339F101 112,207 1,175 1.06 10,476 20.17 0.5324
2021-11-08 2021-09-30 13F NEXTERA ENERGY COM 65339F101 111,032 1,750 1.60 8,718 8.87 0.4943
2021-08-05 2021-06-30 13F NEXTERA ENERGY COM 65339F101 109,282 3,783 3.59 8,008 0.39 0.4575
2021-05-12 2021-03-31 13F NEXTERA ENERGY COM 65339F101 105,499 -640 -0.60 7,977 -2.59 0.5011
2021-02-10 2020-12-31 13F NEXTERA ENERGY COM 65339F101 106,139 79,348 296.17 8,189 10.13 0.5501
2020-11-10 2020-09-30 13F NEXTERA ENERGY COM 65339F101 26,791 335 1.27 7,436 17.03 0.5703
2020-07-31 2020-06-30 13F NEXTERA ENERGY COM 65339F101 26,456 -259 -0.97 6,354 -1.15 0.5169
2020-05-13 2020-03-31 13F NEXTERA ENERGY COM 65339F101 26,715 -2,449 -8.40 6,428 -8.98 0.6323
2020-02-11 2019-12-31 13F NEXTERA ENERGY COM 65339F101 29,164 20 0.07 7,062 4.01 0.4841
2019-10-31 2019-09-30 13F NEXTERA ENERGY COM 65339F101 29,144 1,500 5.43 6,790 19.90 0.4870
2019-07-24 2019-06-30 13F NEXTERA ENERGY COM 65339F101 27,644 -26,852 -49.27 5,663 -46.25 0.4224
2019-05-10 2019-03-31 13F NEXTERA ENERGY COM 65339F101 54,496 27,842 104.46 10,536 127.41 0.4213
2019-02-11 2018-12-31 13F NEXTERA ENERGY COM 65339F101 26,654 2,882 12.12 4,633 16.29 0.4182
2018-11-13 2018-09-30 13F NEXTERA ENERGY COM 65339F101 23,772 495 2.13 3,984 2.47 0.3218
2018-08-07 2018-06-30 13F NEXTERA ENERGY COM 65339F101 23,277 1,150 5.20 3,888 7.58 0.3339
2018-05-03 2018-03-31 13F NEXTERA ENERGY COM 65339F101 22,127 -1,217 -5.21 3,614 -0.88 0.3111
2018-02-07 2017-12-31 13F NEXTERA ENERGY COM 65339F101 23,344 3,118 15.42 3,646 23.01 0.3139
2017-11-08 2017-09-30 13F NEXTERA ENERGY COM 65339F101 20,226 -305 -1.49 2,964 3.02 0.2559
2017-08-03 2017-06-30 13F NEXTERA ENERGY COM 65339F101 20,531 0 0.00 2,877 9.14 0.2528
2017-05-03 2017-03-31 13F NEXTERA ENERGY COM 65339F101 20,531 -2,010 -8.92 2,636 -2.12 0.2324
2017-02-13 2016-12-31 13F NEXTERA ENERGY COM 65339F101 22,541 -65 -0.29 2,693 -2.60 0.2545
2016-11-14 2016-09-30 13F NEXTERA ENERGY COM 65339F101 22,606 0 0.00 2,765 -6.21 0.2658
2016-08-12 2016-06-30 13F NEXTERA ENERGY COM 65339F101 22,606 -65 -0.29 2,948 9.88 0.2930
2016-05-13 2016-03-31 13F NEXTERA ENERGY COM 65339F101 22,671 -1,025 -4.33 2,683 8.98 0.2762
2016-05-10 2015-12-31 13F/A-1 NEXTERA ENERGY COM 65339F101 23,696 -300 -1.25 2,462 5.17 0.2214
2016-02-05 2015-12-31 13F NEXTERA ENERGY COM 65339F101 25,146 2,612
2016-05-10 2015-09-30 13F/A-1 NEXTERA ENERGY COM 65339F101 23,996 -1,015 -4.06 2,341 -4.53 0.2140
2015-11-10 2015-09-30 13F NEXTERA ENERGY COM 65339F101 25,446 2,482
2016-05-10 2015-06-30 13F/A-1 NEXTERA ENERGY COM 65339F101 25,011 0 0.00 2,452 -5.76 0.2030
2015-07-30 2015-06-30 13F NEXTERA ENERGY COM 65339F101 26,461 2,594
2016-05-10 2015-03-31 13F/A-1 NEXTERA ENERGY COM 65339F101 25,011 -1,450 -5.48 2,602 -7.50 0.2072
2015-04-16 2015-03-31 13F NEXTERA ENERGY COM 65339F101 26,461 2,753
2015-02-12 2014-12-31 13F NEXTERA ENERGY COM 65339F101 26,461 350 1.34 2,813 14.77 0.2434
2014-12-01 2014-09-30 13F/A-1 NEXTERA ENERGY COM 65339F101 26,111 770 3.04 2,451 -5.62 0.2305
2014-11-13 2014-09-30 13F NEXTERA ENERGY COM 65339F101 26,111 2,451
2014-08-12 2014-06-30 13F NEXTERA ENERGY COM 65339F101 25,341 710 2.88 2,597 10.28 0.3256
2014-08-04 2014-03-31 13F/A-1 NEXTERA ENERGY COM 65339F101 24,631 1,760 7.70 2,355 20.28 0.3271
2014-05-15 2014-03-31 13F NEXTERA ENERGY COM 65339F101 24,631 2,355
2014-02-11 2013-12-31 13F NEXTERA ENERGY COM 65339F101 22,871 2,100 10.11 1,958 17.60 0.3004
2013-11-05 2013-09-30 13F NEXTERA ENERGY COM 65339F101 20,771 360 1.76 1,665 0.12 0.2810
2013-08-07 2013-06-30 13F NEXTERA ENERGY COM 65339F101 20,411 20,411 1,663 0.2901
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.