NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionWelch & Forbes Llc
Latest Disclosed Ownership675,388 shares
Latest Disclosed Value $ 62,730,038
Welch & Forbes Llc reports 0.09% decrease in ownership of NEE / NextEra Energy, Inc.

On May 1, 2026 - Welch & Forbes Llc filed a 13F-HR form disclosing ownership of 675,388 shares of NextEra Energy, Inc. (MX:NEE) valued at $62,730,038 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 676,027 shares of NextEra Energy, Inc.. This represents a change in shares of -0.09% 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)
2026-05-01 2026-03-31 13F NEXTERA ENERGY COM 65339F101 675,388 -639 -0.09 62,730 15.59 0.8110
2026-02-10 2025-12-31 13F NEXTERA ENERGY COM 65339F101 676,027 3,318 0.49 54,271 6.87 0.6575
2025-11-04 2025-09-30 13F NEXTERA ENERGY COM 65339F101 672,709 5,297 0.79 50,783 9.61 0.6116
2025-08-05 2025-06-30 13F NEXTERA ENERGY COM 65339F101 667,412 67,430 11.24 46,332 8.93 0.5786
2025-05-02 2025-03-31 13F NEXTERA ENERGY COM 65339F101 599,982 49,188 8.93 42,533 7.71 0.5565
2025-02-07 2024-12-31 13F NEXTERA ENERGY COM 65339F101 550,794 5,384 0.99 39,487 -14.35 0.5077
2024-11-04 2024-09-30 13F NEXTERA ENERGY COM 65339F101 545,410 3,301 0.61 46,104 18.91 0.5867
2024-08-02 2024-06-30 13F NEXTERA ENERGY COM 65339F101 542,109 35,026 6.91 38,772 19.64 0.5174
2024-05-03 2024-03-31 13F NEXTERA ENERGY COM 65339F101 507,083 76,555 17.78 32,408 23.93 0.4449
2024-02-06 2023-12-31 13F NEXTERA ENERGY COM 65339F101 430,528 -58,060 -11.88 26,150 -6.58 0.3950
2023-11-03 2023-09-30 13F NEXTERA ENERGY COM 65339F101 488,588 130,888 36.59 27,991 5.46 0.4628
2023-07-28 2023-06-30 13F NEXTERA ENERGY COM 65339F101 357,700 27,922 8.47 26,541 4.41 0.4187
2023-04-14 2023-03-31 13F NEXTERA ENERGY COM 65339F101 329,778 39,073 13.44 25,419 4.60 0.4304
2023-02-02 2022-12-31 13F NEXTERA ENERGY COM 65339F101 290,705 11,925 4.28 24,303 11.18 0.4356
2022-10-31 2022-09-30 13F NEXTERA ENERGY COM 65339F101 278,780 20,025 7.74 21,859 9.06 0.4269
2022-07-22 2022-06-30 13F NEXTERA ENERGY COM 65339F101 258,755 127,109 96.55 20,043 79.73 0.3667
2022-04-25 2022-03-31 13F NEXTERA ENERGY COM 65339F101 131,646 35,417 36.80 11,152 24.15 0.1757
2022-01-19 2021-12-31 13F NEXTERA ENERGY COM 65339F101 96,229 6,733 7.52 8,983 27.84 0.1345
2021-10-13 2021-09-30 13F NEXTERA ENERGY COM 65339F101 89,496 7,025 8.52 7,027 16.26 0.1168
2021-07-22 2021-06-30 13F NEXTERA ENERGY COM 65339F101 82,471 3,713 4.71 6,044 1.51 0.1021
2021-04-14 2021-03-31 13F NEXTERA ENERGY COM 65339F101 78,758 5,410 7.38 5,954 5.21 0.1100
2021-01-20 2020-12-31 13F NEXTERA ENERGY COM 65339F101 73,348 55,211 304.41 5,659 12.42 0.1107
2020-10-23 2020-09-30 13F NEXTERA ENERGY COM 65339F101 18,137 855 4.95 5,034 21.30 0.1086
2020-07-15 2020-06-30 13F NEXTERA ENERGY COM 65339F101 17,282 140 0.82 4,150 0.61 0.0972
2020-04-17 2020-03-31 13F NEXTERA ENERGY COM 65339F101 17,142 -345 -1.97 4,125 -2.60 0.1152
2020-01-17 2019-12-31 13F NEXTERA ENERGY COM 65339F101 17,487 179 1.03 4,235 5.03 0.0942
2019-10-11 2019-09-30 13F NEXTERA ENERGY COM 65339F101 17,308 373 2.20 4,032 16.23 0.0962
2019-07-12 2019-06-30 13F NEXTERA ENERGY COM 65339F101 16,935 131 0.78 3,469 6.80 0.0844
2019-04-29 2019-03-31 13F NEXTERA ENERGY COM 65339F101 16,804 -196 -1.15 3,248 9.92 0.0815
2019-02-05 2018-12-31 13F NEXTERA ENERGY COM 65339F101 17,000 -19 -0.11 2,955 3.61 0.0833
2018-10-17 2018-09-30 13F NEXTERA ENERGY COM 65339F101 17,019 69 0.41 2,852 0.71 0.0680
2018-07-16 2018-06-30 13F NEXTERA ENERGY COM 65339F101 16,950 -236 -1.37 2,832 0.89 0.0732
2018-04-12 2018-03-31 13F NEXTERA ENERGY COM 65339F101 17,186 1,281 8.05 2,807 13.05 0.0723
2018-01-26 2017-12-31 13F NEXTERA ENERGY COM 65339F101 15,905 -349 -2.15 2,483 4.20 0.0663
2017-11-13 2017-09-30 13F NEXTERA ENERGY COM 65339F101 16,254 -500 -2.98 2,383 1.49 0.0627
2017-07-31 2017-06-30 13F NEXTERA ENERGY COM 65339F101 16,754 -66 -0.39 2,348 8.75 0.0656
2017-07-31 2017-03-31 13F/A-1 NEXTERA ENERGY COM 65339F101 16,820 -1,374 -7.55 2,159 -0.69 0.0618
2017-04-27 2017-03-31 13F NEXTERA ENERGY COM 65339F101 16,820 2,159
2017-02-07 2016-12-31 13F NEXTERA ENERGY COM 65339F101 18,194 90 0.50 2,174 -1.85 0.0651
2016-11-02 2016-09-30 13F NEXTERA ENERGY COM 65339F101 18,104 0 0.00 2,215 -6.18 0.0766
2016-08-02 2016-06-30 13F NEXTERA ENERGY COM 65339F101 18,104 -200 -1.09 2,361 9.00 0.0720
2016-05-05 2016-03-31 13F NEXTERA ENERGY COM 65339F101 18,304 875 5.02 2,166 19.60 0.0675
2016-01-27 2015-12-31 13F NEXTERA ENERGY COM 65339F101 17,429 1,653 10.48 1,811 17.67 0.0581
2015-11-05 2015-09-30 13F NEXTERA ENERGY COM 65339F101 15,776 -196 -1.23 1,539 -1.72 0.0514
2015-08-11 2015-06-30 13F NEXTERA ENERGY COM 65339F101 15,972 -102 -0.63 1,566 -6.40 0.0487
2015-04-30 2015-03-31 13F NEXTERA ENERGY COM 65339F101 16,074 16,074 0.00 1,673 0.0503
2015-01-27 2014-12-31 13F NEXTERA ENERGY COM 65339F101 0 -18,338 -100.00 0 -100.00
2014-10-27 2014-09-30 13F NEXTERA ENERGY COM 65339F101 18,338 3,791 26.06 1,722 15.49 0.0526
2014-07-31 2014-06-30 13F NEXTERA ENERGY COM 65339F101 14,547 2,091 16.79 1,491 25.19 0.0471
2014-05-01 2014-03-31 13F NEXTERA ENERGY COM 65339F101 12,456 -110 -0.88 1,191 10.69 0.0377
2014-01-17 2013-12-31 13F NEXTERA ENERGY COM 65339F101 12,566 60 0.48 1,076 7.39 0.0341
2013-10-31 2013-09-30 13F NEXTERA ENERGY COM 65339F101 12,506 -634 -4.82 1,002 -6.36 0.0337
2013-08-08 2013-06-30 13F NEXTERA ENERGY COM 65339F101 13,140 13,140 1,070 0.0383
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.