NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionTortoise Capital Advisors, L.l.c.
Latest Disclosed Ownership54,162 shares
Latest Disclosed Value $ 5,030,567
Tortoise Capital Advisors, L.l.c. reports 5.10% decrease in ownership of NEE / NextEra Energy, Inc.

On May 15, 2026 - Tortoise Capital Advisors, L.l.c. filed a 13F-HR form disclosing ownership of 54,162 shares of NextEra Energy, Inc. (MX:NEE) valued at $5,030,567 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 57,070 shares of NextEra Energy, Inc.. This represents a change in shares of -5.10% 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)
2026-05-15 2026-03-31 13F NEXTERA ENERGY INC COM cs 65339F101 54,162 -2,908 -5.10 5,031 9.80 0.0289
2026-02-17 2025-12-31 13F NEXTERA ENERGY INC COM COM 65339F101 57,070 47,271 482.41 4,582 519.89 0.0583
2025-11-13 2025-09-30 13F NEXTERA ENERGY INC COM COM 65339F101 9,799 3,514 55.91 740 69.50 0.0095
2025-08-14 2025-06-30 13F NEXTERA ENERGY INC COM cs 65339F101 6,285 -439,103 -98.59 436 -98.62 0.0057
2025-05-14 2025-03-31 13F NEXTERA ENERGY INC COM COM 65339F101 445,388 95,425 27.27 31,574 25.85 0.3818
2025-02-13 2024-12-31 13F NEXTERA ENERGY INC COM cs 65339F101 349,963 -740,792 -67.92 25,089 -72.79 0.3212
2024-11-13 2024-09-30 13F NEXTERA ENERGY INC COM com 65339F101 1,090,755 -173,685 -13.74 92,202 2.98 1.1880
2024-08-05 2024-06-30 13F NEXTERA ENERGY INC COM cs 65339F101 1,264,440 -366,345 -22.46 89,535 -14.09 1.1845
2024-05-10 2024-03-31 13F NEXTERA ENERGY INC COM cs 65339F101 1,630,785 54,663 3.47 104,223 8.87 1.4557
2024-02-14 2023-12-31 13F NEXTERA ENERGY cs 65339F101 1,576,122 -15,255 -0.96 95,734 5.01 1.4775
2023-11-13 2023-09-30 13F NEXTERA ENERGY cs 65339F101 1,591,377 105,562 7.10 91,170 -17.30 1.3890
2023-08-14 2023-06-30 13F NEXTERA ENERGY cs 65339F101 1,485,815 -23,377 -1.55 110,247 -5.23 1.6812
2023-05-11 2023-03-31 13F NEXTERA ENERGY cs 65339F101 1,509,192 97,219 6.89 116,329 -1.45 1.7482
2023-02-13 2022-12-31 13F NEXTERA ENERGY cs 65339F101 1,411,973 94,773 7.20 118,041 14.29 1.7690
2022-11-14 2022-09-30 13F NEXTERA ENERGY cs 65339F101 1,317,200 178,102 15.64 103,282 17.05 1.6299
2022-08-15 2022-06-30 13F/A-1 NEXTERA ENERGY cs 65339F101 1,139,098 106,514 10.32 88,234 0.87 1.3792
2022-08-10 2022-06-30 13F NEXTERA ENERGY cs 65339F101 1,139,098 106,514 88,234 1.1730
2022-05-16 2022-03-31 13F NEXTERA ENERGY cs 65339F101 1,032,584 66,010 6.83 87,470 -3.07 1.1620
2022-02-14 2021-12-31 13F NEXTERA ENERGY cs 65339F101 966,574 311,585 47.57 90,239 75.46 1.3627
2021-11-04 2021-09-30 13F NextEra Energy cs 65339F101 654,989 22,583 3.57 51,429 10.97 0.8306
2021-08-10 2021-06-30 13F Nextera Energy cs 65339F101 632,406 17,707 2.88 46,343 -0.29 0.7027
2021-05-17 2021-03-31 13F Nextera Energy cs 65339F101 614,699 249,525 68.33 46,478 64.97 0.7775
2021-02-16 2020-12-31 13F/A-1 Nextera Energy cs 65339F101 365,174 31,959 9.59 28,173 -69.54 0.5447
2020-11-13 2020-09-30 13F Nextera Energy cs 65339F101 333,215 249,834 299.63 92,487 361.83 1.8515
2020-08-14 2020-06-30 13F Nextera Energy cs 65339F101 83,381 -745,979 -89.95 20,026 -89.96 0.3219
2020-05-14 2020-03-31 13F/A-1 Nextera Energy cs 65339F101 829,360 80,331 10.72 199,561 10.02 3.6806
2020-05-14 2020-03-31 13F Nextera Energy cs 65339F101 829,360 799,950 199,561 2,234,825.9983
2020-02-21 2019-12-31 13F/A-2 Nextera Energy COM 65339F101 749,029 723,664 2,853.00 181,385 2,969.12 1.1524
2020-02-19 2019-12-31 13F/A-1 Nextera Energy COM 65339F101 749,029 0 181,385 1.1160
2020-02-14 2019-12-31 13F Nextera Energy COM 65339F101 749,029 723,664 181,385 729,848.4120
2019-11-14 2019-09-30 13F Nextera Energy COM 65339F101 25,365 14,832 140.81 5,910 173.86 0.0362
2019-08-14 2019-06-30 13F Nextera Energy COM 65339F101 10,533 4,097 63.66 2,158 73.47 0.0141
2019-05-13 2019-03-31 13F Nextera Energy COM 65339F101 6,436 -1,641 -20.32 1,244 -11.40 0.0077
2019-02-13 2018-12-31 13F Nextera Energy COM 65339F101 8,077 5,933 276.73 1,404 291.09 0.0102
2018-12-13 2018-09-30 13F/A-1 Nextera Energy COM 65339F101 2,144 -113 -5.01 359 -4.77 0.0021
2018-11-08 2018-09-30 13F Nextera Energy COM 65339F101 2,144 -113 359
2018-08-07 2018-06-30 13F Nextera Energy COM 65339F101 2,257 237 11.73 377 14.24 0.0024
2018-05-17 2018-03-31 13F/A-1 Nextera Energy COM 65339F101 2,020 -275 -11.98 330 -7.82 0.0023
2018-05-15 2018-03-31 13F Nextera Energy COM 65339F101 2,020 330
2018-02-14 2017-12-31 13F Nextera Energy COM 65339F101 2,295 -51 -2.17 358 4.07 0.0023
2017-11-17 2017-09-30 13F/A-1 NEXTERA ENERGY COM 65339F101 2,346 782 50.00 344 57.08 0.0023
2017-11-13 2017-09-30 13F NEXTERA ENERGY COM 65339F101 2,346 782 344
2017-11-13 2017-06-30 13F/A-1 NEXTERA ENERGY COM 65339F101 1,564 1,196 325.00 219 365.96 0.0014
2017-08-01 2017-06-30 13F NEXTERA ENERGY COM 65339F101 1,564 1,196 219
2017-05-15 2017-03-31 13F NEXTERA ENERGY COM 65339F101 368 168 84.00 47 95.83 0.0003
2017-02-14 2016-12-31 13F NEXTERA ENERGY COM 65339F101 200 70 53.85 24 50.00 0.0002
2016-11-14 2016-09-30 13F NEXTERA ENERGY COM 65339F101 130 72 124.14 16 100.00 0.0001
2016-08-11 2016-06-30 13F NEXTERA ENERGY COM 65339F101 58 0 0.00 8 14.29 0.0001
2016-05-13 2016-03-31 13F NEXTERA ENERGY COM 65339F101 58 -9 -13.43 7 0.00 0.0001
2016-02-12 2015-12-31 13F NEXTERA ENERGY COM 65339F101 67 18 36.73 7 40.00 0.0001
2015-11-16 2015-09-30 13F NEXTERA ENERGY COM 65339F101 49 0 0.00 5 0.00 0.0000
2015-08-13 2015-06-30 13F NEXTERA ENERGY COM 65339F101 49 -13 -20.97 5 -16.67 0.0000
2015-05-08 2015-03-31 13F NEXTERA ENERGY COM 65339F101 62 -26 -29.55 6 -33.33 0.0000
2015-02-10 2014-12-31 13F NEXTERA ENERGY COM 65339F101 88 23 35.38 9 50.00 0.0001
2014-11-13 2014-09-30 13F NEXTERA ENERGY COM 65339F101 65 7 12.07 6 0.00 0.0000
2014-08-13 2014-06-30 13F NEXTERA ENERGY COM 65339F101 58 43 286.67 6 500.00 0.0000
2014-05-09 2014-03-31 13F NEXTERA ENERGY COM 65339F101 15 0 0.00 1 0.00 0.0000
2014-02-11 2013-12-31 13F NEXTERA ENERGY COM 65339F101 15 -33 -68.75 1 -75.00 0.0000
2013-11-12 2013-09-30 13F NEXTERA ENERGY COM 65339F101 48 41 585.71 4 300.00 0.0000
2013-08-13 2013-06-30 13F NEXTERA ENERGY COM 65339F101 7 7 1 0.0000
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.