NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionTwin Capital Management Inc
Latest Disclosed Ownership41,724 shares
Latest Disclosed Value $ 3,875,325
Twin Capital Management Inc reports 1.41% increase in ownership of NEE / NextEra Energy, Inc.

On May 5, 2026 - Twin Capital Management Inc filed a 13F-HR form disclosing ownership of 41,724 shares of NextEra Energy, Inc. (MX:NEE) valued at $3,875,325 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 41,145 shares of NextEra Energy, Inc.. This represents a change in shares of 1.41% 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)
2026-05-05 2026-03-31 13F NEXTERA ENERGY COM 65339F101 41,724 579 1.41 3,875 17.32 0.4996
2026-02-06 2025-12-31 13F NEXTERA ENERGY COM 65339F101 41,145 -35 -0.08 3,303 6.27 0.4100
2025-11-05 2025-09-30 13F NEXTERA ENERGY COM 65339F101 41,180 -19,405 -32.03 3,109 -26.09 0.3915
2025-08-06 2025-06-30 13F NEXTERA ENERGY COM 65339F101 60,585 60,585 4,206 0.4471
2023-01-31 2022-12-31 13F NEXTERA ENERGY INC COM COM 65339F101 0 -19,443 -100.00 0 -100.00
2022-10-21 2022-09-30 13F NEXTERA ENERGY INC COM COM 65339F101 19,443 -16,672 -46.16 1,525 -45.48 0.2061
2022-08-02 2022-06-30 13F NEXTERA ENERGY INC COM COM 65339F101 36,115 -9,162 -20.24 2,797 -27.07 0.3571
2022-05-06 2022-03-31 13F NEXTERA ENERGY INC COM COM 65339F101 45,277 -7,190 -13.70 3,835 -21.70 0.4131
2022-02-07 2021-12-31 13F NEXTERA ENERGY INC COM COM 65339F101 52,467 -4,143 -7.32 4,898 10.19 0.4901
2021-10-29 2021-09-30 13F NEXTERA ENERGY INC COM COM 65339F101 56,610 -5,580 -8.97 4,445 -2.46 0.4554
2021-08-09 2021-06-30 13F NEXTERA ENERGY INC COM COM 65339F101 62,190 -1,112 -1.76 4,557 -4.78 0.4200
2021-05-06 2021-03-31 13F NEXTERA ENERGY INC COM COM 65339F101 63,302 -13,830 -17.93 4,786 -19.58 0.4765
2021-02-11 2020-12-31 13F NEXTERA ENERGY INC COM COM 65339F101 77,132 65,030 537.35 5,951 77.17 0.5412
2020-11-05 2020-09-30 13F NEXTERA ENERGY INC COM COM 65339F101 12,102 -441 -3.52 3,359 11.52 0.3041
2020-08-04 2020-06-30 13F NEXTERA ENERGY INC COM COM 65339F101 12,543 -317 -2.47 3,012 -2.65 0.2900
2020-04-29 2020-03-31 13F NEXTERA ENERGY INC COM COM 65339F101 12,860 -120 -0.92 3,094 -1.56 0.3356
2020-01-29 2019-12-31 13F NEXTERA ENERGY INC COM COM 65339F101 12,980 990 8.26 3,143 12.49 0.2658
2019-10-28 2019-09-30 13F NEXTERA ENERGY INC COM COM 65339F101 11,990 920 8.31 2,794 23.19 0.2022
2019-08-01 2019-06-30 13F NEXTERA ENERGY INC COM COM 65339F101 11,070 4,680 73.24 2,268 83.64 0.1578
2019-05-03 2019-03-31 13F NEXTERA ENERGY INC COM COM 65339F101 6,390 350 5.79 1,235 17.62 0.0609
2019-02-04 2018-12-31 13F NEXTERA ENERGY INC COM COM 65339F101 6,040 -100 -1.63 1,050 2.04 0.0592
2018-11-07 2018-09-30 13F NEXTERA ENERGY INC COM COM 65339F101 6,140 0 0.00 1,029 0.29 0.0473
2018-08-13 2018-06-30 13F NEXTERA ENERGY INC COM COM 65339F101 6,140 -200 -3.15 1,026 -0.97 0.0515
2018-05-01 2018-03-31 13F NEXTERA ENERGY CAPITAL HOLDING COM 65339F101 6,340 -19,010 -74.99 1,036 -73.83 0.0535
2018-01-29 2017-12-31 13F NEXTERA ENERGY CAPITAL HOLDING COM 65339F101 25,350 -90 -0.35 3,959 6.20 0.1944
2017-11-09 2017-09-30 13F NEXTERA ENERGY CAPITAL HOLDING COM 65339F101 25,440 6,190 32.16 3,728 38.18 0.1957
2017-08-07 2017-06-30 13F NEXTERA ENERGY CAPITAL HOLDING COM 65339F101 19,250 -130 -0.67 2,698 8.44 0.1590
2017-05-08 2017-03-31 13F NEXTERA ENERGY CAPITAL HOLDING COM 65339F101 19,380 150 0.78 2,488 8.32 0.1540
2017-02-07 2016-12-31 13F NEXTERA ENERGY CAPITAL HOLDING COM 65339F101 19,230 -1,410 -6.83 2,297 -9.03 0.1478
2016-11-14 2016-09-30 13F NEXTERA ENERGY CAPITAL HOLDING COM 65339F101 20,640 -300 -1.43 2,525 -7.54 0.1690
2016-08-08 2016-06-30 13F NEXTERA ENERGY CAPITAL HOLDING COM 65339F101 20,940 0 0.00 2,731 10.21 0.2051
2016-05-11 2016-03-31 13F NEXTERA ENERGY CAPITAL HOLDING COM 65339F101 20,940 20,940 0.00 2,478 0.1920
2015-05-12 2015-03-31 13F NEXTERA ENERGY CAPITAL HOLDING COM 65339F101 0 -1,900 -100.00 0 -100.00
2015-02-09 2014-12-31 13F NEXTERA ENERGY CAPITAL HOLDING COM 65339F101 1,900 1,900 0.00 202 0.0193
2014-11-10 2014-09-30 13F NEXTERA ENERGY CAPITAL HOLDING COM 65339F101 0 -6,750 -100.00 0 -100.00
2014-07-29 2014-06-30 13F NEXTERA ENERGY CAPITAL HOLDING COM 65339F101 6,750 6,750 692 34.11 0.0696
2014-05-13 2014-03-31 13F NEXTERA ENERGY CAPITAL HOLDING COM 65339F101 0 -5,500 -100.00 516 9.55 0.0544
2014-02-07 2013-12-31 13F NEXTERA ENERGY CAPITAL HOLDING COM 65339F101 5,500 -300 -5.17 471 1.29 0.0504
2013-11-06 2013-09-30 13F NEXTERA ENERGY CAPITAL HOLDING COM 65339F101 5,800 5,800 465 -1.69 0.0497
2013-08-12 2013-06-30 13F NEXTERA ENERGY CAPITAL HOLDING COM 65339F101 0 0 473 0.0503
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.