NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionTower Bridge Advisors
Latest Disclosed Ownership102,289 shares
Latest Disclosed Value $ 9,500,602
Tower Bridge Advisors reports 2.14% increase in ownership of NEE / NextEra Energy, Inc.

On May 12, 2026 - Tower Bridge Advisors filed a 13F-HR form disclosing ownership of 102,289 shares of NextEra Energy, Inc. (MX:NEE) valued at $9,500,602 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 100,144 shares of NextEra Energy, Inc.. This represents a change in shares of 2.14% 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)
2026-05-12 2026-03-31 13F NextEra Energy Common 65339F101 102,289 2,145 2.14 9,501 18.17 0.6662
2026-02-13 2025-12-31 13F NEXTERA ENERGY COMMON 65339F101 100,144 4,835 5.07 8,040 11.75 0.8119
2025-11-12 2025-09-30 13F NEXTERA ENERGY COMMON 65339F101 95,309 -1,480 -1.53 7,195 7.07 0.7185
2025-08-11 2025-06-30 13F NEXTERA ENERGY COMMON 65339F101 96,789 14,050 16.98 6,719 14.56 0.7223
2025-05-08 2025-03-31 13F NEXTERA ENERGY COMMON 65339F101 82,739 2,485 3.10 5,865 1.95 0.6554
2025-02-05 2024-12-31 13F NEXTERA ENERGY COMMON 65339F101 80,254 9,465 13.37 5,753 -3.84 0.6127
2024-11-06 2024-09-30 13F NEXTERA ENERGY COMMON 65339F101 70,789 2,588 3.79 5,984 23.90 0.6209
2024-07-24 2024-06-30 13F NEXTERA ENERGY COMMON 65339F101 68,201 9,562 16.31 4,829 28.88 0.5367
2024-04-29 2024-03-31 13F NEXTERA ENERGY COMMON 65339F101 58,639 -4,143 -6.60 3,748 -1.73 0.3814
2024-02-14 2023-12-31 13F NEXTERA ENERGY COMMON 65339F101 62,782 124 0.20 3,813 6.24 0.3280
2023-11-01 2023-09-30 13F NEXTERA ENERGY COMMON 65339F101 62,658 -54 -0.09 3,590 -22.87 0.3323
2023-07-20 2023-06-30 13F NEXTERA ENERGY COM 65339F101 62,712 -8,743 -12.24 4,653 -15.51 0.4265
2023-04-26 2023-03-31 13F NEXTERA ENERGY COMMON 65339F101 71,455 3,373 4.95 5,508 -3.23 0.4510
2023-01-27 2022-12-31 13F NEXTERA ENERGY COMMON 65339F101 68,082 0 0.00 5,692 6.61 0.4727
2022-11-14 2022-09-30 13F NEXTERA ENERGY COMMON 65339F101 68,082 -265 -0.39 5,338 0.83 0.4744
2022-07-21 2022-06-30 13F NEXTERA ENERGY COMMON 65339F101 68,347 -2,783 -3.91 5,294 -12.13 0.4318
2022-05-05 2022-03-31 13F NEXTERA ENERGY COMMON 65339F101 71,130 4,925 7.44 6,025 -2.51 0.4028
2022-02-09 2021-12-31 13F NEXTERA ENERGY COMMON 65339F101 66,205 -2,497 -3.63 6,181 14.57 0.3795
2021-10-28 2021-09-30 13F NEXTERA ENERGY COMMON 65339F101 68,702 4,000 6.18 5,394 13.77 0.3599
2021-08-10 2021-06-30 13F NEXTERA ENERGY COMMON 65339F101 64,702 1,894 3.02 4,741 -0.15 0.3160
2021-05-12 2021-03-31 13F NEXTERA ENERGY COMMON 65339F101 62,808 9,748 18.37 4,749 16.00 0.3575
2021-02-11 2020-12-31 13F NEXTERA ENERGY COMMON 65339F101 53,060 31,744 148.92 4,094 176.74 0.3334
2020-11-13 2020-09-30 13F NEXTERA ENERGY COMMON 65339F101 21,316 15,987 300.00 1,479 15.64 0.1511
2020-07-22 2020-06-30 13F NEXTERA ENERGY COMMON 65339F101 5,329 140 2.70 1,280 2.48 0.1435
2020-04-27 2020-03-31 13F NEXTERA ENERGY COMMON 65339F101 5,189 -25 -0.48 1,249 -1.11 0.1639
2020-02-05 2019-12-31 13F NEXTERA ENERGY COMMON 65339F101 5,214 60 1.16 1,263 10.31 0.1334
2019-11-12 2019-09-30 13F NEXTERA ENERGY COMMON 65339F101 5,154 -4,150 -44.60 1,145 -39.98 0.1253
2019-08-06 2019-06-30 13F NEXTERA ENERGY COMMON 65339F101 9,304 -92 -0.98 1,906 4.96 0.2132
2019-04-30 2019-03-31 13F NEXTERA ENERGY COMMON 65339F101 9,396 -383 -3.92 1,816 6.89 0.2108
2019-02-07 2018-12-31 13F NEXTERA ENERGY COMMON 65339F101 9,779 200 2.09 1,700 5.86 0.2190
2018-10-23 2018-09-30 13F NEXTERA ENERGY COMMON 65339F101 9,579 -69 -0.72 1,605 -0.37 0.1677
2018-08-09 2018-06-30 13F NEXTERA ENERGY COMMON 65339F101 9,648 65 0.68 1,612 2.94 0.1797
2018-05-02 2018-03-31 13F NEXTERA ENERGY COMMON 65339F101 9,583 -300 -3.04 1,565 1.43 0.1736
2018-01-30 2017-12-31 13F NEXTERA ENERGY COMMON 65339F101 9,883 -199 -1.97 1,544 4.47 0.1656
2017-11-06 2017-09-30 13F NEXTERA ENERGY COMMON 65339F101 10,082 -1,167 -10.37 1,478 -6.28 0.1679
2017-07-26 2017-06-30 13F NEXTERA ENERGY COMMON 65339F101 11,249 0 0.00 1,576 9.14 0.1807
2017-05-02 2017-03-31 13F NEXTERA ENERGY COMMON 65339F101 11,249 -200 -1.75 1,444 5.63 0.1686
2017-01-31 2016-12-31 13F NEXTERA ENERGY COMMON 65339F101 11,449 -500 -4.18 1,368 -6.43 0.1658
2016-10-27 2016-09-30 13F NEXTERA ENERGY COMMON 65339F101 11,949 100 0.84 1,462 -5.44 0.1780
2016-08-12 2016-06-30 13F NEXTERA ENERGY COMMON 65339F101 11,849 0 0.00 1,545 10.20 0.1925
2016-05-12 2016-03-31 13F NEXTERA ENERGY INC COMMON 65339F101 11,849 -150 -1.25 1,402 12.52 0.1751
2016-02-02 2015-12-31 13F NEXTERA ENERGY INC COMMON 65339F101 11,999 0 0.00 1,247 6.50 0.1624
2015-11-13 2015-09-30 13F/A-1 NEXTERA ENERGY INC COMMON 65339F101 11,999 0 0.00 1,171 -0.51 0.1611
2015-11-12 2015-09-30 13F NEXTERA ENERGY INC COMMON 65339F101 11,999 1,176
2015-08-13 2015-06-30 13F NEXTERA ENERGY INC COMMON 65339F101 11,999 -200 -1.64 1,176 -7.33 0.1488
2015-05-14 2015-03-31 13F NEXTERA ENERGY INC COMMON 65339F101 12,199 409 3.47 1,269 1.28 0.1608
2015-02-19 2014-12-31 13F NEXTERA ENERGY INC COMMON 65339F101 11,790 0 0.00 1,253 13.29 0.1541
2014-11-12 2014-09-30 13F NEXTERA ENERGY INC COMMON 65339F101 11,790 0 0.00 1,107 -8.44 0.1396
2014-08-26 2014-06-30 13F NEXTERA ENERGY INC COMMON 65339F101 11,790 -1,150 -8.89 1,208 -2.34 0.1490
2014-05-08 2014-03-31 13F NEXTERA ENERGY INC COMMON 65339F101 12,940 -2,500 -16.19 1,237 -6.36 0.1590
2014-02-10 2013-12-31 13F NEXTERA ENERGY INC COMMON 65339F101 15,440 -400 -2.53 1,322 4.10 0.1735
2013-11-05 2013-09-30 13F NEXTERA ENERGY INC COMMON 65339F101 15,840 -600 -3.65 1,270 -5.23 0.1821
2013-07-24 2013-06-30 13F NEXTERA ENERGY INC COMMON 65339F101 16,440 16,440 1,340 0.1986
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.