NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionWelch Group, LLC
Latest Disclosed Ownership852,934 shares
Latest Disclosed Value $ 79,220,493
Welch Group, LLC reports 1.90% decrease in ownership of NEE / NextEra Energy, Inc.

On April 21, 2026 - Welch Group, LLC filed a 13F-HR form disclosing ownership of 852,934 shares of NextEra Energy, Inc. (MX:NEE) valued at $79,220,493 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 869,421 shares of NextEra Energy, Inc.. This represents a change in shares of -1.90% 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)
2026-04-21 2026-03-31 13F NEXTERA ENERGY COMMON 65339F101 852,934 -16,487 -1.90 79,220 13.50 2.9761
2026-01-26 2025-12-31 13F NEXTERA ENERGY COMMON STOCK 65339F101 869,421 -1,406 -0.16 69,797 6.17 2.6906
2025-10-14 2025-09-30 13F NEXTERA ENERGY COMMON 65339F101 870,827 19,990 2.35 65,739 11.30 2.5664
2025-07-25 2025-06-30 13F NEXTERA ENERGY COMMON 65339F101 850,837 15,826 1.90 59,065 0.41 2.4682
2025-04-08 2025-03-31 13F NEXTERA ENERGY COMMON 65339F101 835,011 32,546 4.06 58,827 2.16 2.5874
2025-01-27 2024-12-31 13F NEXTERA ENERGY COMMON 65339F101 802,465 -5,503 -0.68 57,585 -15.69 2.5933
2024-10-24 2024-09-30 13F NEXTERA ENERGY COMMON 65339F101 807,968 -132 -0.02 68,298 19.36 2.9690
2024-07-17 2024-06-30 13F NEXTERA ENERGY COMMON 65339F101 808,100 13,875 1.75 57,222 12.73 2.7495
2024-04-09 2024-03-31 13F NEXTERA ENERGY COMMON 65339F101 794,225 95,186 13.62 50,759 19.55 2.5173
2024-01-23 2023-12-31 13F NEXTERA ENERGY Common 65339F101 699,039 35,968 5.42 42,460 11.77 2.2867
2023-10-18 2023-09-30 13F NEXTERA ENERGY Common 65339F101 663,071 24,794 3.88 37,987 -19.79 2.2506
2023-07-18 2023-06-30 13F NEXTERA ENERGY Common 65339F101 638,277 11,632 1.86 47,360 -1.95 2.7150
2023-04-13 2023-03-31 13F NEXTERA ENERGY Common 65339F101 626,645 1,801 0.29 48,302 -7.53 2.8080
2023-01-30 2022-12-31 13F NEXTERA ENERGY Common 65339F101 624,844 9,908 1.61 52,237 8.34 2.9883
2022-10-13 2022-09-30 13F NEXTERA ENERGY COMMON 65339F101 614,936 5,608 0.92 48,217 2.16 3.1387
2022-07-21 2022-06-30 13F NEXTERA ENERGY COMMON 65339F101 609,328 26,605 4.57 47,199 -4.38 2.8803
2022-04-29 2022-03-31 13F NEXTERA ENERGY COMMON 65339F101 582,723 19,868 3.53 49,362 -6.06 2.8179
2022-01-26 2021-12-31 13F NEXTERA ENERGY COMMON 65339F101 562,855 7,723 1.39 52,548 20.55 3.0739
2021-11-05 2021-09-30 13F NEXTERA ENERGY COMMON 65339F101 555,132 1,151 0.21 43,589 7.37 2.9512
2021-07-21 2021-06-30 13F NEXTERA ENERGY COMMON 65339F101 553,981 15,463 2.87 40,596 -0.30 2.7679
2021-04-23 2021-03-31 13F NEXTERA ENERGY COMMON 65339F101 538,518 -6,742 -1.24 40,717 -3.21 2.9310
2021-01-25 2020-12-31 13F NEXTERA ENERGY Common 65339F101 545,260 405,437 289.96 42,067 8.39 3.3740
2020-10-28 2020-09-30 13F NEXTERA ENERGY Common 65339F101 139,823 -1,728 -1.22 38,809 14.16 3.3904
2020-07-22 2020-06-30 13F NEXTERA ENERGY Common 65339F101 141,551 216 0.15 33,996 -0.04 3.1760
2020-04-28 2020-03-31 13F NEXTERA ENERGY Common 65339F101 141,335 2,076 1.49 34,008 0.85 3.6282
2020-01-24 2019-12-31 13F NextEra Energy Common 65339F101 139,259 -2,854 -2.01 33,723 1.85 3.3182
2019-11-05 2019-09-30 13F NextEra Energy Common 65339F101 142,113 -5,004 -3.40 33,111 9.86 3.4009
2019-07-11 2019-06-30 13F NextEra Energy Common 65339F101 147,117 -2,504 -1.67 30,138 4.19 3.2163
2019-04-15 2019-03-31 13F NextEra Energy Common 65339F101 149,621 -5,185 -3.35 28,925 7.50 3.1842
2019-01-10 2018-12-31 13F NextEra Energy Common 65339F101 154,806 -2,465 -1.57 26,908 2.08 3.2966
2018-11-01 2018-09-30 13F NextEra Energy Common 65339F101 157,271 1,230 0.79 26,359 1.13 2.7454
2018-07-30 2018-06-30 13F NextEra Energy Common 65339F101 156,041 -1,583 -1.00 26,064 1.24 3.2465
2018-04-23 2018-03-31 13F NextEra Energy Common 65339F101 157,624 32,639 26.11 25,745 31.88 3.2599
2018-02-01 2017-12-31 13F NextEra Energy Common 65339F101 124,985 -1,223 -0.97 19,521 5.54 3.0282
2017-11-07 2017-09-30 13F NextEra Energy Common 65339F101 126,208 -3,050 -2.36 18,496 2.11 3.0923
2017-08-07 2017-06-30 13F NextEra Energy Common 65339F101 129,258 5,867 4.75 18,113 14.35 3.0211
2017-05-01 2017-03-31 13F NextEra Energy Common 65339F101 123,391 2,461 2.04 15,840 9.65 2.9812
2017-02-09 2016-12-31 13F NextEra Energy Common 65339F101 120,930 2,774 2.35 14,446 -0.05 2.8238
2016-10-28 2016-09-30 13F NextEra Energy Common 65339F101 118,156 -5,256 -4.26 14,453 -10.19 2.8721
2016-07-27 2016-06-30 13F NextEra Energy Common 65339F101 123,412 -35,110 -22.15 16,092 -14.22 3.2771
2016-05-05 2016-03-31 13F NextEra Energy Common 65339F101 158,522 -1,236 -0.77 18,759 13.03 3.1323
2016-01-21 2015-12-31 13F NextEra Energy Common 65339F101 159,758 1,712 1.08 16,597 7.65 2.9801
2015-10-23 2015-09-30 13F NextEra Energy COM 65339F101 158,046 2,489 1.60 15,417 1.10 2.9797
2015-07-31 2015-06-30 13F NextEra Energy Common 65339F101 155,557 3,853 2.54 15,249 -3.40 2.8868
2015-04-29 2015-03-31 13F NextEra Energy Common 65339F101 151,704 -789 -0.52 15,785 -2.61 2.8979
2015-01-20 2014-12-31 13F NextEra Energy Common 65339F101 152,493 6,402 4.38 16,208 18.17 3.1261
2014-10-29 2014-09-30 13F NextEra Energy Common 65339F101 146,091 1,838 1.27 13,716 -7.22 2.8351
2014-07-22 2014-06-30 13F NextEra Energy Common 65339F101 144,253 860 0.60 14,783 7.82 3.0613
2014-04-23 2014-03-31 13F NextEra Energy COM 65339F101 143,393 461 0.32 13,711 12.04 3.1050
2014-02-07 2013-12-31 13F NextEra Energy Common 65339F101 142,932 1,907 1.35 12,238 8.25 2.7745
2013-10-04 2013-09-30 13F NextEra Energy Common 65339F101 141,025 2,553 1.84 11,305 0.19 2.7788
2013-07-29 2013-06-30 13F NextEra Energy Common 65339F101 138,472 138,472 11,283 2.9291
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.