NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionCidel Asset Management Inc
Latest Disclosed Ownership34,499 shares
Latest Disclosed Value $ 3,204,270
Cidel Asset Management Inc reports 18.24% increase in ownership of NEE / NextEra Energy, Inc.

On April 17, 2026 - Cidel Asset Management Inc filed a 13F-HR form disclosing ownership of 34,499 shares of NextEra Energy, Inc. (MX:NEE) valued at $3,204,270 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 29,177 shares of NextEra Energy, Inc.. This represents a change in shares of 18.24% 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)
2026-04-17 2026-03-31 13F NEXTERA ENERGY COM 65339F101 34,499 5,322 18.24 3,204 36.81 0.1748
2026-01-21 2025-12-31 13F NEXTERA ENERGY COM 65339F101 29,177 4,299 17.28 2,342 24.71 0.1657
2025-11-07 2025-09-30 13F NEXTERA ENERGY COM 65339F101 24,878 -4,983 -16.69 1,878 -9.36 0.1078
2025-07-29 2025-06-30 13F NEXTERA ENERGY COM 65339F101 29,861 -2,963 -9.03 2,073 -10.92 0.1245
2025-04-28 2025-03-31 13F NEXTERA ENERGY COM 65339F101 32,824 -2,795 -7.85 2,327 -8.89 0.1521
2025-01-28 2024-12-31 13F NEXTERA ENERGY COM 65339F101 35,619 -320 -0.89 2,554 -15.94 0.1718
2024-11-04 2024-09-30 13F NEXTERA ENERGY COM 65339F101 35,939 574 1.62 3,038 21.29 0.2143
2024-07-22 2024-06-30 13F NEXTERA ENERGY COM 65339F101 35,365 -1,765 -4.75 2,504 5.56 0.1936
2024-05-08 2024-03-31 13F NEXTERA ENERGY COM 65339F101 37,130 5,725 18.23 2,373 24.38 0.1804
2024-02-12 2023-12-31 13F NEXTERA ENERGY COM 65339F101 31,405 16,715 113.78 1,908 126.75 0.0817
2023-11-08 2023-09-30 13F NEXTERA ENERGY COM 65339F101 14,690 3,591 32.35 842 2.19 0.0421
2023-08-11 2023-06-30 13F NEXTERA ENERGY COM 65339F101 11,099 -2,877 -20.59 824 -23.58 0.0373
2023-05-05 2023-03-31 13F NEXTERA ENERGY COM 65339F101 13,976 -216,930 -93.95 1,077 -94.42 0.0494
2023-02-07 2022-12-31 13F NEXTERA ENERGY COM 65339F101 230,906 982 0.43 19,304 7.07 0.9031
2022-11-04 2022-09-30 13F NEXTERA ENERGY COM 65339F101 229,924 -3,981 -1.70 18,028 -0.50 0.8577
2022-08-10 2022-06-30 13F NEXTERA ENERGY COM 65339F101 233,905 6,807 3.00 18,118 -5.82 0.7743
2022-05-10 2022-03-31 13F NEXTERA ENERGY COM 65339F101 227,098 -19,762 -8.01 19,237 -16.53 0.7030
2022-02-08 2021-12-31 13F NEXTERA ENERGY COM 65339F101 246,860 -7,660 -3.01 23,047 15.32 0.8571
2021-11-05 2021-09-30 13F NEXTERA ENERGY COM 65339F101 254,520 -68,078 -21.10 19,985 -15.46 0.8142
2021-08-10 2021-06-30 13F NEXTERA ENERGY COM 65339F101 322,598 22,189 7.39 23,640 4.08 0.9570
2021-05-12 2021-03-31 13F NEXTERA ENERGY COM 65339F101 300,409 98,680 48.92 22,714 45.95 1.0260
2021-02-16 2020-12-31 13F NEXTERA ENERGY COM 65339F101 201,729 114,494 131.25 15,563 -35.72 0.8761
2020-11-09 2020-09-30 13F NEXTERA ENERGY COM 65339F101 87,235 -847 -0.96 24,213 14.46 1.3765
2020-08-12 2020-06-30 13F NEXTERA ENERGY COM 65339F101 88,082 -26,292 -22.99 21,155 -23.13 0.9599
2020-05-12 2020-03-31 13F NEXTERA ENERGY COM 65339F101 114,374 -20,214 -15.02 27,521 -15.56 1.4003
2020-02-18 2019-12-31 13F/A-1 NEXTERA ENERGY COM 65339F101 134,588 1,268 0.95 32,592 4.93 1.3506
2020-02-14 2019-12-31 13F NEXTERA ENERGY COM 65339F101 77,826 -55,494 18,846 4,929,778.2568
2019-11-12 2019-09-30 13F NEXTERA ENERGY COM 65339F101 133,320 -26,825 -16.75 31,062 -5.32 1.5026
2019-08-12 2019-06-30 13F/A-1 NEXTERA ENERGY COM 65339F101 160,145 1,752 1.11 32,807 7.14 1.6661
2019-08-08 2019-06-30 13F NEXTERA ENERGY COM 65339F101 39,841 -118,552 32,807 1.6661
2019-05-06 2019-03-31 13F NEXTERA ENERGY COM 65339F101 158,393 -6,127 -3.72 30,621 7.08 1.6688
2019-02-08 2018-12-31 13F NEXTERA ENERGY COM 65339F101 164,520 18,222 12.46 28,597 16.06 1.8269
2018-11-07 2018-09-30 13F NEXTERA ENERGY COM 65339F101 146,298 -19,671 -11.85 24,640 -11.12 1.0844
2018-08-13 2018-06-30 13F NEXTERA ENERGY COM 65339F101 165,969 3,958 2.44 27,722 -16.26 1.2335
2018-05-10 2018-03-31 13F NEXTERA ENERGY COM 65339F101 162,011 -1,891 -1.15 33,106 29.32 1.5115
2018-02-08 2017-12-31 13F NEXTERA ENERGY COM 65339F101 163,902 -252 -0.15 25,600 6.41 1.0994
2017-10-31 2017-09-30 13F NEXTERA ENERGY COM 65339F101 164,154 4,428 2.77 24,057 7.48 1.0874
2017-08-03 2017-06-30 13F NEXTERA ENERGY COM 65339F101 159,726 544 0.34 22,382 5.28 1.0373
2017-05-09 2017-03-31 13F NEXTERA ENERGY COM 65339F101 159,182 19,125 13.66 21,260 27.07 1.0275
2017-01-27 2016-12-31 13F NEXTERA ENERGY COM 65339F101 140,057 -12,346 -8.10 16,731 -10.25 0.8304
2016-11-03 2016-09-30 13F NEXTERA ENERGY COM 65339F101 152,403 3,521 2.36 18,642 -3.98 1.0271
2016-08-03 2016-06-30 13F NEXTERA ENERGY COM 65339F101 148,882 2,856 1.96 19,414 12.34 1.1290
2016-05-02 2016-03-31 13F NEXTERA ENERGY COM 65339F101 146,026 -1,455 -0.99 17,281 12.79 1.0308
2016-02-04 2015-12-31 13F NEXTERA ENERGY COM 65339F101 147,481 1,734 1.19 15,322 7.76 0.9750
2015-11-13 2015-09-30 13F NEXTERA ENERGY COM 65339F101 145,747 11,457 8.53 14,218 8.01 0.8989
2015-08-14 2015-06-30 13F NEXTERA ENERGY COMM 65339F101 134,290 7,551 5.96 13,164 -0.17 0.5755
2015-05-11 2015-03-31 13F NEXTERA ENERGY COM 65339F101 126,739 11,419 9.90 13,187 12.02 0.6790
2015-02-17 2014-12-31 13F NEXTERA ENERGY COM 65339F101 115,320 115,320 11,772 0.5584
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.