NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionTruvestments Capital Llc
Latest Disclosed Ownership73,259 shares
Latest Disclosed Value $ 6,804,308
Truvestments Capital Llc reports 3.11% decrease in ownership of NEE / NextEra Energy, Inc.

On May 13, 2026 - Truvestments Capital Llc filed a 13F-HR form disclosing ownership of 73,259 shares of NextEra Energy, Inc. (MX:NEE) valued at $6,804,308 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 75,614 shares of NextEra Energy, Inc.. This represents a change in shares of -3.11% 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)
2026-05-13 2026-03-31 13F NEXTERA ENERGY COM 65339F101 73,259 -2,355 -3.11 6,804 12.09 1.2271
2026-02-13 2025-12-31 13F NEXTERA ENERGY COM 65339F101 75,614 -3,605 -4.55 6,070 1.51 1.1030
2025-11-14 2025-09-30 13F NEXTERA ENERGY COM 65339F101 79,219 -7,779 -8.94 5,980 -0.98 1.0805
2025-08-13 2025-06-30 13F NEXTERA ENERGY COM 65339F101 86,998 -770 -0.88 6,039 -2.93 1.2078
2025-05-14 2025-03-31 13F NEXTERA ENERGY COM 65339F101 87,768 17,882 25.59 6,222 24.17 1.3510
2025-02-10 2024-12-31 13F NEXTERA ENERGY COM 65339F101 69,886 2,859 4.27 5,010 -11.56 1.2893
2024-11-13 2024-09-30 13F NEXTERA ENERGY COM 65339F101 67,027 2,272 3.51 5,666 23.56 1.5192
2024-08-14 2024-06-30 13F NEXTERA ENERGY COM 65339F101 64,755 2,203 3.52 4,585 14.71 1.8269
2024-05-14 2024-03-31 13F NEXTERA ENERGY COM 65339F101 62,552 10,833 20.95 3,998 27.25 1.5385
2024-02-14 2023-12-31 13F NEXTERA ENERGY COM 65339F101 51,719 3,542 7.35 3,141 13.80 1.4187
2023-11-13 2023-09-30 13F NEXTERA ENERGY COM 65339F101 48,177 1,010 2.14 2,760 -21.12 1.4373
2023-08-10 2023-06-30 13F NEXTERA ENERGY COM 65339F101 47,167 956 2.07 3,500 -1.74 1.7417
2023-05-12 2023-03-31 13F NEXTERA ENERGY COM 65339F101 46,211 468 1.02 3,562 -6.88 1.8979
2023-02-14 2022-12-31 13F NEXTERA ENERGY COM 65339F101 45,743 -2,473 -5.13 3,824 1.14 2.1575
2022-11-15 2022-09-30 13F NEXTERA ENERGY COM 65339F101 48,216 805 1.70 3,781 2.97 2.3848
2022-08-09 2022-06-30 13F NEXTERA ENERGY COM 65339F101 47,411 1,934 4.25 3,672 -4.67 2.1494
2022-05-02 2022-03-31 13F NEXTERA ENERGY COM 65339F101 45,477 1,652 3.77 3,852 -5.87 2.1125
2022-02-14 2021-12-31 13F NEXTERA ENERGY COM 65339F101 43,825 76 0.17 4,092 19.13 2.0545
2021-10-29 2021-09-30 13F NEXTERA ENERGY COM 65339F101 43,749 1,224 2.88 3,435 10.24 1.8948
2021-08-12 2021-06-30 13F NEXTERA ENERGY COM 65339F101 42,525 -13,502 -24.10 3,116 -26.46 1.7101
2021-05-18 2021-03-31 13F NEXTERA ENERGY INC COM COM 65339F101 56,027 14,637 35.36 4,237 32.74 2.3942
2021-02-17 2020-12-31 13F NEXTERA ENERGY INC COM COM 65339F101 41,390 31,179 305.35 3,192 12.63 2.2151
2020-11-13 2020-09-30 13F NEXTERA ENERGY INC COM COM 65339F101 10,211 -2,298 -18.37 2,834 -5.63 2.5616
2020-08-06 2020-06-30 13F NEXTERA ENERGY INC COM COM 65339F101 12,509 320 2.63 3,003 2.39 3.0605
2020-05-07 2020-03-31 13F NEXTERA ENERGY INC COM COM 65339F101 12,189 -125 -1.02 2,933 -1.64 3.7270
2020-01-29 2019-12-31 13F NEXTERA ENERGY COM 65339F101 12,314 187 1.54 2,982 5.52 2.0648
2019-10-10 2019-09-30 13F NEXTERA ENERGY COM 65339F101 12,127 949 8.49 2,826 23.41 1.8402
2019-07-15 2019-06-30 13F NEXTERA ENERGY COM 65339F101 11,178 2,079 22.85 2,290 30.19 1.5407
2019-04-12 2019-03-31 13F NEXTERA ENERGY COM 65339F101 9,099 -3,206 -26.05 1,759 -14.69 1.3503
2018-10-22 2018-09-30 13F NEXTERA ENERGY COM 65339F101 12,305 4,160 51.07 2,062 51.51 0.9915
2018-08-28 2018-06-30 13F NEXTERA ENERGY COM 65339F101 8,145 8,145 1,361 0.8544
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.