NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionWashington Trust Bank
Latest Disclosed Ownership4,353 shares
Latest Disclosed Value $ 404,306
Washington Trust Bank reports 2.03% decrease in ownership of NEE / NextEra Energy, Inc.

On May 7, 2026 - Washington Trust Bank filed a 13F-HR form disclosing ownership of 4,353 shares of NextEra Energy, Inc. (MX:NEE) valued at $404,306 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 4,443 shares of NextEra Energy, Inc.. This represents a change in shares of -2.03% 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)
2026-05-07 2026-03-31 13F NEXTERA ENERGY COM 65339F101 4,353 -90 -2.03 404 13.48 0.0246
2026-02-04 2025-12-31 13F NEXTERA ENERGY COM 65339F101 4,443 33 0.75 357 7.23 0.0250
2025-10-24 2025-09-30 13F NEXTERA ENERGY COM 65339F101 4,410 238 5.70 333 14.88 0.0244
2025-08-06 2025-06-30 13F NEXTERA ENERGY COM 65339F101 4,172 -374 -8.23 290 -10.25 0.0244
2025-04-30 2025-03-31 13F NEXTERA ENERGY COM 65339F101 4,546 28 0.62 322 -0.31 0.0323
2025-02-11 2024-12-31 13F NEXTERA ENERGY COM 65339F101 4,518 -394 -8.02 324 -22.17 0.0311
2024-10-31 2024-09-30 13F NEXTERA ENERGY COM 65339F101 4,912 -94 -1.88 415 17.23 0.0397
2024-07-29 2024-06-30 13F NEXTERA ENERGY COM 65339F101 5,006 -275 -5.21 354 5.04 0.0351
2024-05-14 2024-03-31 13F NEXTERA ENERGY COM 65339F101 5,281 -4,250 -44.59 338 -41.70 0.0322
2024-02-14 2023-12-31 13F NEXTERA ENERGY COM 65339F101 9,531 -85,786 -90.00 579 -89.41 0.0513
2023-11-06 2023-09-30 13F NEXTERA ENERGY COM 65339F101 95,317 920 0.97 5,461 -22.04 0.5704
2023-08-10 2023-06-30 13F NEXTERA ENERGY COM 65339F101 94,397 255 0.27 7,004 -3.47 0.7150
2023-05-15 2023-03-31 13F NEXTERA ENERGY COM 65339F101 94,142 10,654 12.76 7,256 120,833.33 0.7763
2023-02-06 2022-12-31 13F NEXTERA ENERGY COM 65339F101 83,488 -1,992 -2.33 7 -99.91 0.7915
2022-11-16 2022-09-30 13F NEXTERA ENERGY COM 65339F101 85,480 -2,413 -2.75 6,703 -1.54 0.8521
2022-08-04 2022-06-30 13F NEXTERA ENERGY COM 65339F101 87,893 449 0.51 6,808 -8.09 0.8743
2022-05-13 2022-03-31 13F NEXTERA ENERGY COM 65339F101 87,444 732 0.84 7,407 -8.50 0.8568
2022-02-09 2021-12-31 13F NEXTERA ENERGY COM 65339F101 86,712 -487 -0.56 8,095 18.23 0.7829
2021-10-27 2021-09-30 13F NEXTERA ENERGY COM 65339F101 87,199 192 0.22 6,847 7.39 0.7998
2021-07-28 2021-06-30 13F NEXTERA ENERGY COM 65339F101 87,007 -79 -0.09 6,376 -3.17 0.7554
2021-04-22 2021-03-31 13F NEXTERA ENERGY COM 65339F101 87,086 -1,105 -1.25 6,585 -3.22 0.8112
2021-02-08 2020-12-31 13F NEXTERA ENERGY COM 65339F101 88,191 65,319 285.58 6,804 7.17 0.8876
2020-11-12 2020-09-30 13F NEXTERA ENERGY COM 65339F101 22,872 -2,050 -8.23 6,349 6.08 0.9393
2020-07-29 2020-06-30 13F NEXTERA ENERGY COM 65339F101 24,922 -569 -2.23 5,985 -2.41 0.9520
2020-05-01 2020-03-31 13F NEXTERA ENERGY COM 65339F101 25,491 -545 -2.09 6,133 -2.73 1.1766
2020-01-29 2019-12-31 13F NEXTERA ENERGY COM 65339F101 26,036 -387 -1.46 6,305 2.42 0.8967
2019-10-29 2019-09-30 13F NEXTERA ENERGY COM 65339F101 26,423 -1,042 -3.79 6,156 9.40 1.0073
2019-07-26 2019-06-30 13F NEXTERA ENERGY COM 65339F101 27,465 -497 -1.78 5,627 4.09 0.9152
2019-04-09 2019-03-31 13F NEXTERA ENERGY COM 65339F101 27,962 -37 -0.13 5,406 11.07 0.8616
2019-02-13 2018-12-31 13F NEXTERA ENERGY COM 65339F101 27,999 126 0.45 4,867 4.20 0.6391
2018-11-14 2018-09-30 13F NEXTERA ENERGY COM 65339F101 27,873 -2,522 -8.30 4,671 -8.00 0.6938
2018-07-03 2018-06-30 13F NEXTERA ENERGY COM 65339F101 30,395 53 0.17 5,077 2.44 0.7070
2018-04-03 2018-03-31 13F NextEra Energy COM 65339F101 30,342 -2,641 -8.01 4,956 -3.80 0.7110
2018-01-03 2017-12-31 13F NextEra Energy COM 65339F101 32,983 608 1.88 5,152 8.58 0.7534
2017-10-05 2017-09-30 13F NextEra Energy COM 65339F101 32,375 15,068 87.06 4,745 95.67 0.7526
2017-07-20 2017-06-30 13F NextEra Energy COM 65339F101 17,307 -546 -3.06 2,425 5.80 0.5202
2017-04-18 2017-03-31 13F NextEra Energy COM 65339F101 17,853 -33 -0.18 2,292 7.25 0.4947
2017-01-17 2016-12-31 13F NextEra Energy COM 65339F101 17,886 24 0.13 2,137 -2.20 0.4817
2016-10-04 2016-09-30 13F NextEra Energy COM 65339F101 17,862 -237 -1.31 2,185 -7.42 0.5256
2016-07-07 2016-06-30 13F NextEra Energy COM 65339F101 18,099 1,818 11.17 2,360 22.47 0.6109
2016-04-25 2016-03-31 13F NextEra Energy COM 65339F101 16,281 -112 -0.68 1,927 13.15 0.4979
2016-01-21 2015-12-31 13F NextEra Energy COM 65339F101 16,393 1,064 6.94 1,703 13.91 0.3709
2015-10-07 2015-09-30 13F NextEra Energy Common Stock 65339F101 15,329 306 2.04 1,495 1.49 0.3973
2015-07-10 2015-06-30 13F NextEra Energy Common Stock 65339F101 15,023 614 4.26 1,473 -1.73 0.3594
2015-04-17 2015-03-31 13F NextEra Energy Common Stock 65339F101 14,409 1,532 11.90 1,499 9.50 0.3612
2015-01-15 2014-12-31 13F NextEra Energy Common Stock 65339F101 12,877 1,428 12.47 1,369 27.35 0.3573
2014-11-21 2014-09-30 13F NextEra Energy Common Stock 65339F101 11,449 -22,616 -66.39 1,075 -69.21 0.3373
2014-08-08 2014-06-30 13F NextEra Energy Common Stock 65339F101 34,065 -1,197 -3.39 3,491 3.53 0.7097
2014-05-15 2014-03-31 13F NextEra Energy Common Stock 65339F101 35,262 35,262 3,372 1,222.35 0.7121
2014-02-06 2013-12-31 13F NEXTERA ENERGY COM 65339F101 0 -34,952 -100.00 255 -90.90 0.4629
2013-11-15 2013-09-30 13F NEXTERA ENERGY COM 65339F101 34,952 -318 -0.90 2,802 -2.51 0.7300
2013-08-13 2013-06-30 13F NEXTERA ENERGY COM 65339F101 35,270 35,270 2,874 0.8299
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.