NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionVanguard Group Inc
Latest Disclosed Ownership206,984,080 shares
Ownership 10.06%
Vanguard Group Inc ownership in NEE / NextEra Energy, Inc.

2025-02-07 - Vanguard Group Inc has filed an SCHEDULE 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 206,984,080 shares of NextEra Energy, Inc. (MX:NEE). This represents 10.06 percent ownership of the company. In their previous filing dated 2024-02-13 , Vanguard Group Inc had reported owning 198,664,863 shares, indicating an increase of 4.19 percent.

Institutional Ownership: 13D/G Filings

This table shows a history of the 13D/G filings made by the investor and/or investor group. Note that the share values in this table are not directly comparable to any numbers shown in the 13F table (if any).

File
Date
Effective
Date
Form Prev
Shares
Latest
Shares
ΔShares
(Percent)
Ownership
(Percent)
ΔOwnership
(Percent)
2025-02-07 2025-02-07 13G/A 198,664,863 206,984,080 4.19 10.06 3.93
2024-02-13 2024-02-13 13G/A 192,398,222 198,664,863 3.26 9.68 0.00
2023-02-09 2023-02-09 13G/A 178,849,315 192,398,222 7.58 9.68 6.14
2022-02-09 2022-02-09 13G/A 176,104,080 178,849,315 1.56 9.12 1.45
2021-02-10 2021-02-10 13G/A 45,282,270 176,104,080 288.90 8.99 -2.92
2020-02-12 2020-02-12 13G/A 42,621,224 45,282,270 6.24 9.26 3.93
2019-02-11 2019-02-11 13G/A 35,521,481 42,621,224 19.99 8.91 18.01
2018-02-09 2018-02-09 13G/A 35,000,629 35,521,481 1.49 7.55 3.42
2017-02-10 2017-02-10 13G/A 30,478,440 35,000,629 14.84 7.30 10.44
2016-02-11 2016-02-11 13G/A 30,478,440 6.61
2015-02-10 2015-02-10 13G 24,284,637 5.56

Important Note: One of the primary uses of the 13D/G filings is to evaluate the ability of a firm to control a company (ie, the "beneficial ownership"). To that end, firms are required to report not just direct holdings in companies, but indirect holdings that they control. For investment firms, these indirect holdings can include shares in funds they manage, advisory accounts, and in the case of activist campaigns, pledged votes. Therefore, share counts listed in 13D/G filings can differ significantly than share counts listed in 13F filings.

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)
2026-01-29 2025-12-31 13F NEXTERA ENERGY COM 65339F101 216,033,697 2,234,176 1.04 17,343,185 7.46 0.2514
2025-11-07 2025-09-30 13F NEXTERA ENERGY COM 65339F101 213,799,521 922,500 0.43 16,139,726 9.22 0.2416
2025-08-11 2025-06-30 13F NEXTERA ENERGY COM 65339F101 212,877,021 5,554,603 2.68 14,777,923 0.55 0.2392
2025-05-09 2025-03-31 13F NEXTERA ENERGY COM 65339F101 207,322,418 2,025,193 0.99 14,697,086 -0.14 0.2657
2025-02-11 2024-12-31 13F NEXTERA ENERGY COM 65339F101 205,297,225 2,090,538 1.03 14,717,758 -14.32 0.2564
2024-11-13 2024-09-30 13F NEXTERA ENERGY COM 65339F101 203,206,687 2,293,225 1.14 17,177,061 20.74 0.3076
2024-08-13 2024-06-30 13F NEXTERA ENERGY COM 65339F101 200,913,462 1,903,451 0.96 14,226,682 11.86 0.2733
2024-05-10 2024-03-31 13F NEXTERA ENERGY COM 65339F101 199,010,011 331,877 0.17 12,718,730 5.39 0.2519
2024-03-11 2023-12-31 13F/A-1 NEXTERA ENERGY COM 65339F101 198,678,134 247,962 0.12 12,067,710 6.15 0.2636
2024-02-14 2023-12-31 13F NEXTERA ENERGY COM 65339F101 198,678,051 247,879 12,067,705 0.2291
2023-12-18 2023-09-30 13F/A-1 NEXTERA ENERGY COM 65339F101 198,430,172 1,956,153 1.00 11,368,065 -22.02 0.2792
2023-11-14 2023-09-30 13F NEXTERA ENERGY COM 65339F101 198,430,172 1,956,153 11,368,065 0.2792
2023-08-14 2023-06-30 13F NEXTERA ENERGY COM 65339F101 196,474,019 2,058,660 1.06 14,578,372 -2.72 0.3457
2023-07-14 2023-03-31 13F/A-1 NEXTERA ENERGY COM 65339F101 194,415,359 2,017,137 1.05 14,985,536 -6.83 0.3816
2023-05-15 2023-03-31 13F NEXTERA ENERGY COM 65339F101 194,401,222 2,003,000 14,984,446 0.3816
2023-02-10 2022-12-31 13F NEXTERA ENERGY COM 65339F101 192,398,222 3,145,215 1.66 16,084,491 8.39 0.4380
2022-11-14 2022-09-30 13F NEXTERA ENERGY COM 65339F101 189,253,007 3,870,385 2.09 14,839,329 3.34 0.4364
2022-08-12 2022-06-30 13F NEXTERA ENERGY COM 65339F101 185,382,622 3,027,461 1.66 14,359,737 -7.04 0.4037
2022-05-13 2022-03-31 13F NEXTERA ENERGY COM 65339F101 182,355,161 3,505,846 1.96 15,447,306 -7.49 0.3654
2022-02-14 2021-12-31 13F NEXTERA ENERGY COM 65339F101 178,849,315 1,184,586 0.67 16,697,372 19.69 0.3791
2021-11-12 2021-09-30 13F NEXTERA ENERGY COM 65339F101 177,664,729 1,107,652 0.63 13,950,235 7.82 0.3465
2021-08-13 2021-06-30 13F NEXTERA ENERGY COM 65339F101 176,557,077 1,047,015 0.60 12,938,103 -2.50 0.3220
2021-05-14 2021-03-31 13F NEXTERA ENERGY COM 65339F101 175,510,062 -594,018 -0.34 13,270,316 -2.33 0.3590
2021-02-12 2020-12-31 13F NEXTERA ENERGY COM 65339F101 176,104,080 131,622,211 295.90 13,586,430 10.04 0.3941
2020-11-16 2020-09-30 13F NEXTERA ENERGY COM 65339F101 44,481,869 -355,732 -0.79 12,346,388 14.65 0.4086
2020-08-14 2020-06-30 13F NEXTERA ENERGY COM 65339F101 44,837,601 -1,679,774 -3.61 10,768,646 -3.79 0.3820
2020-05-15 2020-03-31 13F NEXTERA ENERGY COM 65339F101 46,517,375 1,235,105 2.73 11,193,010 2.07 0.4770
2020-02-14 2019-12-31 13F NEXTERA ENERGY COM 65339F101 45,282,270 710,494 1.59 10,965,554 5.59 0.3740
2019-11-14 2019-09-30 13F NEXTERA ENERGY COM 65339F101 44,571,776 1,289,157 2.98 10,384,777 17.12 0.3851
2019-08-14 2019-06-30 13F NEXTERA ENERGY COM 65339F101 43,282,619 573,923 1.34 8,866,878 7.39 0.3336
2019-05-15 2019-03-31 13F NEXTERA ENERGY COM 65339F101 42,708,696 87,472 0.21 8,256,445 11.45 0.3239
2019-02-14 2018-12-31 13F NEXTERA ENERGY COM 65339F101 42,621,224 1,406,225 3.41 7,408,421 7.25 0.3329
2018-12-13 2018-09-30 13F/A-2 NEXTERA ENERGY COM 65339F101 41,214,999 815,916 2.02 6,907,634 2.37 0.2699
2018-11-23 2018-09-30 13F/A-1 NEXTERA ENERGY COM 65339F101 41,214,999 0 6,907,634 0.2699
2018-11-14 2018-09-30 13F NEXTERA ENERGY COM 65339F101 41,214,999 815,916 6,907,634
2018-08-14 2018-06-30 13F NEXTERA ENERGY COM 65339F101 40,399,083 682,019 1.72 6,747,858 4.02 0.2823
2018-05-15 2018-03-31 13F NEXTERA ENERGY COM 65339F101 39,717,064 4,195,583 11.81 6,486,988 16.92 0.2837
2018-02-14 2017-12-31 13F NEXTERA ENERGY COM 65339F101 35,521,481 492,754 1.41 5,548,101 8.08 0.2426
2017-11-14 2017-09-30 13F NEXTERA ENERGY COM 65339F101 35,028,727 881,008 2.58 5,133,460 7.28 0.2399
2017-08-24 2017-06-30 13F/A-1 NEXTERA ENERGY COM 65339F101 34,147,719 1,503,907 4.61 4,785,120 14.19 0.2357
2017-08-11 2017-06-30 13F NEXTERA ENERGY COM 65339F101 34,147,719 1,503,907 4,785,120
2017-05-12 2017-03-31 13F NEXTERA ENERGY COM 65339F101 32,643,812 -2,356,817 -6.73 4,190,486 0.22 0.2154
2017-02-14 2016-12-31 13F NEXTERA ENERGY COM 65339F101 35,000,629 1,110,495 3.28 4,181,174 0.86 0.2332
2016-11-14 2016-09-30 13F NEXTERA ENERGY COM 65339F101 33,890,134 1,040,932 3.17 4,145,442 -3.22 0.2435
2016-08-10 2016-06-30 13F NEXTERA ENERGY COM 65339F101 32,849,202 853,186 2.67 4,283,536 13.13 0.2660
2016-05-13 2016-03-31 13F NEXTERA ENERGY COM 65339F101 31,996,016 1,517,576 4.98 3,786,409 19.58 0.2453
2016-02-08 2015-12-31 13F NEXTERA ENERGY COM 65339F101 30,478,440 635,559 2.13 3,166,405 8.77 0.2129
2015-11-12 2015-09-30 13F/A-1 NEXTERA ENERGY COM 65339F101 29,842,881 1,420,021 5.00 2,911,173 4.48 0.1236
2015-11-12 2015-09-30 13F/A-1 NEXTERA ENERGY COM 65339F101 29,842,881 1,420,021 2,911,173 0.1236
2015-08-13 2015-06-30 13F NEXTERA ENERGY COM 65339F101 28,422,860 267,830 0.95 2,786,293 -4.89 0.1883
2015-05-15 2015-03-31 13F/A-1 NEXTERA ENERGY COM 65339F101 28,155,030 3,870,393 15.94 2,929,531 13.49 0.1987
2015-05-14 2015-03-31 13F NEXTERA ENERGY COM 65339F101 28,155,030 2,929,531
2015-02-12 2014-12-31 13F NEXTERA ENERGY COM 65339F101 24,284,637 961,349 4.12 2,581,214 17.89 0.1859
2014-11-12 2014-09-30 13F NEXTERA ENERGY COM 65339F101 23,323,288 423,461 1.85 2,189,591 -6.70 0.1707
2014-08-11 2014-06-30 13F NEXTERA ENERGY COM 65339F101 22,899,827 587,718 2.63 2,346,774 10.00 0.1849
2014-05-13 2014-03-31 13F NEXTERA ENERGY COM 65339F101 22,312,109 717,926 3.32 2,133,483 15.39 0.1794
2014-02-12 2013-12-31 13F NEXTERA ENERGY COM 65339F101 21,594,183 635,110 3.03 1,848,894 10.05 0.1626
2013-11-07 2013-09-30 13F NEXTERA ENERGY COM 65339F101 20,959,073 369,642 1.80 1,680,080 0.15 0.1641
2013-08-13 2013-06-30 13F NEXTERA ENERGY COM 65339F101 20,589,431 20,589,431 1,677,626 0.1762
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.