NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionTi-trust, Inc
Latest Disclosed Ownership21,717 shares
Latest Disclosed Value $ 2,017,075
Ti-trust, Inc ownership in NEE / NextEra Energy, Inc.

On April 28, 2026 - Ti-trust, Inc filed a 13F-HR form disclosing ownership of 21,717 shares of NextEra Energy, Inc. (MX:NEE) valued at $2,017,075 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 21,717 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.

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)
2026-04-28 2026-03-31 13F NEXTERA ENERGY COM 65339F101 21,717 0 0.00 2,017 15.72 1.1989
2026-01-23 2025-12-31 13F NEXTERA ENERGY COM 65339F101 21,717 62 0.29 1,743 6.67 1.0763
2025-10-22 2025-09-30 13F NEXTERA ENERGY COM 65339F101 21,655 0 0.00 1,635 8.72 1.0288
2025-07-23 2025-06-30 13F NEXTERA ENERGY COM 65339F101 21,655 0 0.00 1,503 -2.08 1.0078
2025-04-23 2025-03-31 13F NEXTERA ENERGY COM 65339F101 21,655 0 0.00 1,535 -1.10 1.0169
2025-01-22 2024-12-31 13F NEXTERA ENERGY COM 65339F101 21,655 0 0.00 1,552 -15.19 1.0399
2024-11-04 2024-09-30 13F NEXTERA ENERGY COM 65339F101 21,655 0 0.00 1,830 19.37 1.3107
2024-07-26 2024-06-30 13F NEXTERA ENERGY COM 65339F101 21,655 0 0.00 1,533 10.85 1.1818
2024-04-25 2024-03-31 13F NEXTERA ENERGY COM 65339F101 21,655 0 0.00 1,384 5.17 1.0169
2024-02-07 2023-12-31 13F NEXTERA ENERGY COM 65339F101 21,655 0 0.00 1,315 6.05 1.1608
2023-10-13 2023-09-30 13F NEXTERA ENERGY COM 65339F101 21,655 56 0.26 1,241 -22.60 1.1830
2023-08-10 2023-06-30 13F NEXTERA ENERGY COM 65339F101 21,599 -50 -0.23 1,603 -3.96 1.4753
2023-05-08 2023-03-31 13F NEXTERA ENERGY COM 65339F101 21,649 65 0.30 1,669 -7.54 1.5683
2023-02-08 2022-12-31 13F NEXTERA ENERGY COM 65339F101 21,584 0 0.00 1,804 6.62 1.7178
2022-11-04 2022-09-30 13F NEXTERA ENERGY COM 65339F101 21,584 0 0.00 1,692 1.20 1.8265
2022-07-29 2022-06-30 13F NEXTERA ENERGY COM 65339F101 21,584 -600 -2.70 1,672 -11.02 1.7155
2022-04-25 2022-03-31 13F NEXTERA ENERGY COM 65339F101 22,184 -300 -1.33 1,879 -10.48 1.7078
2022-01-19 2021-12-31 13F NEXTERA ENERGY COM 65339F101 22,484 15,190 208.25 2,099 18.79 1.8738
2020-02-07 2019-12-31 13F Nextera Energy Com 65339F101 7,294 7,294 1,767 1.7385
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.