NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionUtah Retirement Systems
Latest Disclosed Ownership339,185 shares
Latest Disclosed Value $ 31,503,502
Utah Retirement Systems reports 0.82% decrease in ownership of NEE / NextEra Energy, Inc.

On May 15, 2026 - Utah Retirement Systems filed a 13F-HR form disclosing ownership of 339,185 shares of NextEra Energy, Inc. (MX:NEE) valued at $31,503,502 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 341,992 shares of NextEra Energy, Inc.. This represents a change in shares of -0.82% 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 COM 65339F101 339,185 -2,807 -0.82 31,504 14.74 0.3220
2026-02-17 2025-12-31 13F NEXTERA ENERGY COM 65339F101 341,992 1,304 0.38 27,455 6.75 0.2612
2025-11-14 2025-09-30 13F NEXTERA ENERGY COM 65339F101 340,688 1,565 0.46 25,719 9.25 0.2498
2025-08-14 2025-06-30 13F NEXTERA ENERGY COM 65339F101 339,123 -1,246 -0.37 23,542 -2.43 0.2458
2025-05-15 2025-03-31 13F NEXTERA ENERGY COM 65339F101 340,369 -593 -0.17 24,129 -1.29 0.2783
2025-02-14 2024-12-31 13F NEXTERA ENERGY COM 65339F101 340,962 600 0.18 24,444 -15.04 0.2693
2024-11-14 2024-09-30 13F NEXTERA ENERGY COM 65339F101 340,362 1,600 0.47 28,771 19.94 0.3246
2024-08-14 2024-06-30 13F NEXTERA ENERGY COM 65339F101 338,762 -17,500 -4.91 23,988 5.35 0.2848
2024-05-15 2024-03-31 13F NEXTERA ENERGY COM 65339F101 356,262 5,300 1.51 22,769 6.81 0.2662
2024-02-14 2023-12-31 13F NEXTERA ENERGY COM 65339F101 350,962 1,900 0.54 21,317 6.60 0.2715
2023-11-14 2023-09-30 13F NEXTERA ENERGY COM 65339F101 349,062 1,500 0.43 19,998 -22.46 0.2858
2023-08-14 2023-06-30 13F NEXTERA ENERGY COM 65339F101 347,562 -6,300 -1.78 25,789 -5.45 0.3576
2023-05-16 2023-03-31 13F NEXTERA ENERGY COM 65339F101 353,862 1,100 0.31 27,276 -7.51 0.3944
2023-02-15 2022-12-31 13F NEXTERA ENERGY COM 65339F101 352,762 700 0.20 29,491 6.83 0.4677
2022-11-14 2022-09-30 13F NEXTERA ENERGY COM 65339F101 352,062 1,800 0.51 27,605 1.74 0.4603
2022-08-16 2022-06-30 13F NEXTERA ENERGY COM 65339F101 350,262 200 0.06 27,132 -8.50 0.4344
2022-05-13 2022-03-31 13F NEXTERA ENERGY COM 65339F101 350,062 -5,750 -1.62 29,653 -10.73 0.3946
2022-02-14 2021-12-31 13F NEXTERA ENERGY COM 65339F101 355,812 800 0.23 33,218 19.16 0.4105
2021-11-16 2021-09-30 13F NEXTERA ENERGY COM 65339F101 355,012 -18,900 -5.05 27,876 1.73 0.3769
2021-08-16 2021-06-30 13F NEXTERA ENERGY COM 65339F101 373,912 -2,200 -0.58 27,401 -3.65 0.3527
2021-05-17 2021-03-31 13F NEXTERA ENERGY COM 65339F101 376,112 -16,500 -4.20 28,438 -6.11 0.3964
2021-02-16 2020-12-31 13F NEXTERA ENERGY COM 65339F101 392,612 298,659 317.88 30,290 16.15 0.4299
2020-11-16 2020-09-30 13F NEXTERA ENERGY COM 65339F101 93,953 600 0.64 26,078 16.32 0.4329
2020-08-13 2020-06-30 13F/A-1 NEXTERA ENERGY COM 65339F101 93,353 200 0.21 22,420 0.02 0.4115
2020-08-13 2020-06-30 13F NEXTERA ENERGY COM 65339F101 93,353 200 22,420 411,497.7085
2020-05-15 2020-03-31 13F NEXTERA ENERGY COM 65339F101 93,153 0 0.00 22,415 -0.63 0.4849
2020-02-12 2019-12-31 13F NEXTERA ENERGY COM 65339F101 93,153 2,200 2.42 22,557 6.45 0.3965
2019-11-14 2019-09-30 13F NEXTERA ENERGY COM 65339F101 90,953 400 0.44 21,191 14.23 0.4032
2019-08-14 2019-06-30 13F NEXTERA ENERGY COM 65339F101 90,553 332 0.37 18,551 6.36 0.3553
2019-05-15 2019-03-31 13F NEXTERA ENERGY COM 65339F101 90,221 2,099 2.38 17,441 13.87 0.3457
2019-02-08 2018-12-31 13F NEXTERA ENERGY COM 65339F101 88,122 500 0.57 15,317 4.30 0.3463
2018-11-13 2018-09-30 13F NEXTERA ENERGY COM 65339F101 87,622 400 0.46 14,686 0.80 0.2845
2018-08-10 2018-06-30 13F NEXTERA ENERGY COM 65339F101 87,222 100 0.11 14,569 2.39 0.3015
2018-05-15 2018-03-31 13F NEXTERA ENERGY COM 65339F101 87,122 100 0.11 14,229 4.69 0.3027
2018-02-14 2017-12-31 13F NEXTERA ENERGY COM 65339F101 87,022 1,100 1.28 13,592 7.94 0.2857
2017-11-13 2017-09-30 13F NEXTERA ENERGY COM 65339F101 85,922 200 0.23 12,592 4.83 0.2832
2017-08-08 2017-06-30 13F NEXTERA ENERGY COM 65339F101 85,722 1,200 1.42 12,012 10.71 0.2800
2017-05-11 2017-03-31 13F NEXTERA ENERGY COM 65339F101 84,522 100 0.12 10,850 7.59 0.2595
2017-02-10 2016-12-31 13F NEXTERA ENERGY COM 65339F101 84,422 0 0.00 10,085 -2.34 0.2537
2016-11-07 2016-09-30 13F NEXTERA ENERGY COM 65339F101 84,422 0 0.00 10,327 -6.19 0.2673
2016-08-03 2016-06-30 13F NEXTERA ENERGY COM 65339F101 84,422 4,600 5.76 11,008 16.54 0.2934
2016-05-10 2016-03-31 13F NEXTERA ENERGY COM 65339F101 79,822 200 0.25 9,446 14.19 0.2562
2016-02-11 2015-12-31 13F NEXTERA ENERGY COM 65339F101 79,622 100 0.13 8,272 6.63 0.2242
2015-11-03 2015-09-30 13F NEXTERA ENERGY COM 65339F101 79,522 400 0.51 7,758 0.03 0.2221
2015-08-11 2015-06-30 13F NEXTERA ENERGY COM 65339F101 79,122 1,200 1.54 7,756 -4.33 0.2061
2015-05-14 2015-03-31 13F NEXTERA ENERGY COM 65339F101 77,922 2,400 3.18 8,107 1.00 0.2130
2015-02-11 2014-12-31 13F NEXTERA ENERGY COM 65339F101 75,522 0 0.00 8,027 13.22 0.2207
2014-11-06 2014-09-30 13F NEXTERA ENERGY COM 65339F101 75,522 -200 -0.26 7,090 -8.63 0.2033
2014-08-08 2014-06-30 13F NEXTERA ENERGY COM 65339F101 75,722 -600 -0.79 7,760 6.33 0.2223
2014-05-08 2014-03-31 13F NEXTERA ENERGY COM 65339F101 76,322 600 0.79 7,298 12.55 0.2105
2014-02-05 2013-12-31 13F NEXTERA ENERGY COM 65339F101 75,722 0 0.00 6,484 6.82 0.1918
2013-11-06 2013-09-30 13F NEXTERA ENERGY COM 65339F101 75,722 -700 -0.92 6,070 -2.51 0.1964
2013-08-02 2013-06-30 13F NEXTERA ENERGY COM 65339F101 76,422 76,422 6,226 0.2104
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.