NextEra Energy, Inc.
US ˙ NYSE ˙ US65339F1012

SecurityNEE / NextEra Energy, Inc.
Institution1st Source Bank
Latest Disclosed Ownership33,548 shares
Latest Disclosed Value $ 3,115,938
1st Source Bank reports 0.74% increase in ownership of NEE / NextEra Energy, Inc.

On May 4, 2026 - 1st Source Bank filed a 13F-HR form disclosing ownership of 33,548 shares of NextEra Energy, Inc. (US:NEE) valued at $3,115,938 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 33,300 shares of NextEra Energy, Inc.. This represents a change in shares of 0.74% during the quarter. The current value of the position is $2,837,490 USD.

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)
2026-05-04 2026-03-31 13F NEXTERA ENERGY COM 65339F101 33,548 248 0.74 3,116 16.54 0.1608
2026-02-05 2025-12-31 13F NEXTERA ENERGY COM 65339F101 33,300 -166 -0.50 2,673 5.82 0.1402
2025-11-12 2025-09-30 13F NEXTERA ENERGY COM 65339F101 33,466 -318 -0.94 2,526 7.72 0.1332
2025-08-07 2025-06-30 13F NEXTERA ENERGY COM 65339F101 33,784 203 0.60 2,345 -1.47 0.1293
2025-05-05 2025-03-31 13F NEXTERA ENERGY COM 65339F101 33,581 -1,179 -3.39 2,381 -4.46 0.1403
2025-02-10 2024-12-31 13F NEXTERA ENERGY COM 65339F101 34,760 582 1.70 2,492 -13.78 0.1425
2024-12-11 2024-09-30 13F NEXTERA ENERGY COM 65339F101 34,178 147 0.43 2,889 19.93 0.1631
2024-08-08 2024-06-30 13F NEXTERA ENERGY COM 65339F101 34,031 260 0.77 2,410 11.63 0.1409
2024-05-09 2024-03-31 13F NEXTERA ENERGY COM 65339F101 33,771 -795 -2.30 2,158 2.81 0.1254
2024-02-08 2023-12-31 13F NEXTERA ENERGY COM 65339F101 34,566 1,733 5.28 2,100 11.59 0.1269
2023-11-09 2023-09-30 13F NEXTERA ENERGY COM 65339F101 32,833 -120 -0.36 1,881 -23.07 0.1281
2023-08-09 2023-06-30 13F NEXTERA ENERGY COM 65339F101 32,953 -220 -0.66 2,445 -4.34 0.1578
2023-05-09 2023-03-31 13F NEXTERA ENERGY COM 65339F101 33,173 100 0.30 2,557 -7.53 0.1699
2023-02-13 2022-12-31 13F NEXTERA ENERGY COM 65339F101 33,073 2,390 7.79 2,765 14.88 0.1815
2022-11-04 2022-09-30 13F NEXTERA ENERGY COM 65339F101 30,683 7,070 29.94 2,406 31.55 0.1750
2022-08-05 2022-06-30 13F NEXTERA ENERGY COM 65339F101 23,613 282 1.21 1,829 -7.44 0.1292
2022-05-05 2022-03-31 13F NEXTERA ENERGY COM 65339F101 23,331 715 3.16 1,976 -6.40 0.1214
2022-02-09 2021-12-31 13F NEXTERA ENERGY COM 65339F101 22,616 147 0.65 2,111 19.67 0.1235
2021-11-05 2021-09-30 13F NEXTERA ENERGY COM 65339F101 22,469 102 0.46 1,764 7.63 0.1111
2021-08-03 2021-06-30 13F NEXTERA ENERGY COM 65339F101 22,367 947 4.42 1,639 1.24 0.1033
2021-05-07 2021-03-31 13F NEXTERA ENERGY COM 65339F101 21,420 -368 -1.69 1,619 -3.69 0.1071
2021-02-05 2020-12-31 13F NEXTERA ENERGY COM 65339F101 21,788 15,985 275.46 1,681 4.35 0.1225
2020-10-30 2020-09-30 13F NEXTERA ENERGY COM 65339F101 5,803 -40 -0.68 1,611 14.83 0.1372
2020-08-07 2020-06-30 13F NEXTERA ENERGY COM 65339F101 5,843 85 1.48 1,403 1.23 0.1206
2020-04-29 2020-03-31 13F NEXTERA ENERGY COM 65339F101 5,758 432 8.11 1,386 7.44 0.1394
2020-01-27 2019-12-31 13F NEXTERA ENERGY COM 65339F101 5,326 -94 -1.73 1,290 2.14 0.0966
2019-11-06 2019-09-30 13F NEXTERA ENERGY COM 65339F101 5,420 -50 -0.91 1,263 12.67 0.1036
2019-07-29 2019-06-30 13F NEXTERA ENERGY COM 65339F101 5,470 43 0.79 1,121 6.76 0.0917
2019-04-29 2019-03-31 13F NEXTERA ENERGY COM 65339F101 5,427 -480 -8.13 1,050 2.24 0.0896
2019-02-11 2018-12-31 13F NEXTERA ENERGY COM 65339F101 5,907 -434 -6.84 1,027 -3.30 0.0998
2018-10-31 2018-09-30 13F NEXTERA ENERGY COM 65339F101 6,341 -58 -0.91 1,062 -0.65 0.0842
2018-08-02 2018-06-30 13F NEXTERA ENERGY COM 65339F101 6,399 -242 -3.64 1,069 -1.38 0.0868
2018-04-24 2018-03-31 13F NEXTERA ENERGY COM 65339F101 6,641 24 0.36 1,084 4.94 0.0898
2018-02-13 2017-12-31 13F NEXTERA ENERGY COM 65339F101 6,617 0 0.00 1,033 6.60 0.0850
2017-10-27 2017-09-30 13F NEXTERA ENERGY COM 65339F101 6,617 -615 -8.50 969 -4.34 0.0806
2017-07-26 2017-06-30 13F NEXTERA ENERGY COM 65339F101 7,232 -50 -0.69 1,013 8.34 0.0872
2017-04-26 2017-03-31 13F NEXTERA ENERGY COM 65339F101 7,282 -76 -1.03 935 6.37 0.0828
2017-02-09 2016-12-31 13F NEXTERA ENERGY COM 65339F101 7,358 -407 -5.24 879 -7.47 0.0835
2016-10-27 2016-09-30 13F NEXTERA ENERGY COM 65339F101 7,765 -160 -2.02 950 -8.03 0.1003
2016-07-29 2016-06-30 13F NEXTERA ENERGY COM 65339F101 7,925 248 3.23 1,033 13.64 0.1167
2016-04-26 2016-03-31 13F NEXTERA ENERGY COM 65339F101 7,677 -1 -0.01 909 13.91 0.1015
2016-01-29 2015-12-31 13F NEXTERA ENERGY COM 65339F101 7,678 -260 -3.28 798 3.10 0.0926
2015-10-20 2015-09-30 13F NEXTERA ENERGY COM 65339F101 7,938 12 0.15 774 -0.39 0.0887
2015-08-04 2015-06-30 13F NEXTERA ENERGY COM 65339F101 7,926 185 2.39 777 -3.60 0.0842
2015-04-27 2015-03-31 13F NEXTERA ENERGY COM 65339F101 7,741 -50 -0.64 806 -2.66 0.0966
2015-02-10 2014-12-31 13F NEXTERA ENERGY COM 65339F101 7,791 -100 -1.27 828 11.74 0.0995
2014-10-30 2014-09-30 13F NEXTERA ENERGY COM 65339F101 7,891 -350 -4.25 741 -12.20 0.0982
2014-07-25 2014-06-30 13F NEXTERA ENERGY COM 65339F101 8,241 -335 -3.91 844 2.93 0.1089
2014-04-28 2014-03-31 13F NEXTERA ENERGY COM 65339F101 8,576 -100 -1.15 820 10.36 0.1094
2014-02-13 2013-12-31 13F NEXTERA ENERGY COM 65339F101 8,676 -2,381 -21.53 743 -16.23 0.0999
2013-11-13 2013-09-30 13F NEXTERA ENERGY COM 65339F101 11,057 -115 -1.03 887 -2.53 0.1316
2013-08-08 2013-06-30 13F NEXTERA ENERGY COM 65339F101 11,172 11,172 910 0.1537
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.