NextEra Energy, Inc.
US ˙ NYSE ˙ US65339F1012

SecurityNEE / NextEra Energy, Inc.
InstitutionArgent Trust Co
Latest Disclosed Ownership201,782 shares
Latest Disclosed Value $ 18,741,509
Argent Trust Co reports 1.23% decrease in ownership of NEE / NextEra Energy, Inc.

On May 13, 2026 - Argent Trust Co filed a 13F-HR form disclosing ownership of 201,782 shares of NextEra Energy, Inc. (US:NEE) valued at $18,741,512 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 204,294 shares of NextEra Energy, Inc.. This represents a change in shares of -1.23% during the quarter. The current value of the position is $17,066,722 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)
2026-05-13 2026-03-31 13F NEXTERA ENERGY COMMON STOCK 65339F101 201,782 -2,512 -1.23 18,742 14.27 0.2477
2026-02-10 2025-12-31 13F NEXTERA ENERGY COMMON STOCK 65339F101 204,294 -7,523 -3.55 16,401 2.56 0.5625
2025-11-12 2025-09-30 13F NEXTERA ENERGY COMMON STOCK 65339F101 211,817 -30,309 -12.52 15,990 -4.87 0.5667
2025-08-12 2025-06-30 13F NEXTERA ENERGY COMMON STOCK 65339F101 242,126 5,770 2.44 16,808 0.32 0.6343
2025-05-09 2025-03-31 13F NEXTERA ENERGY COMMON STOCK 65339F101 236,356 35,997 17.97 16,755 16.65 0.6877
2025-02-13 2024-12-31 13F NEXTERA ENERGY COMMON STOCK 65339F101 200,359 -1,257 -0.62 14,364 -15.72 0.5856
2024-11-13 2024-09-30 13F NEXTERA ENERGY COMMON STOCK 65339F101 201,616 -476 -0.24 17,043 19.09 0.7055
2024-08-12 2024-06-30 13F NEXTERA ENERGY COMMON STOCK 65339F101 202,092 -485 -0.24 14,310 10.54 0.6300
2024-05-10 2024-03-31 13F NEXTERA ENERGY COMMON STOCK 65339F101 202,577 3,650 1.83 12,947 7.15 0.5824
2024-02-09 2023-12-31 13F NEXTERA ENERGY COMMON STOCK 65339F101 198,927 -1,494 -0.75 12,083 5.23 0.6010
2023-11-08 2023-09-30 13F NEXTERA ENERGY COMMON STOCK 65339F101 200,421 40,732 25.51 11,482 -3.09 0.6294
2023-08-11 2023-06-30 13F NEXTERA ENERGY COMMON STOCK 65339F101 159,689 10,332 6.92 11,849 2.92 0.6419
2023-05-12 2023-03-31 13F NEXTERA ENERGY COMMON STOCK 65339F101 149,357 5,102 3.54 11,512 -4.54 0.7292
2023-02-10 2022-12-31 13F NEXTERA ENERGY COMMON STOCK 65339F101 144,255 6,122 4.43 12,060 11.34 0.7976
2022-11-10 2022-09-30 13F NEXTERA ENERGY COMMON STOCK 65339F101 138,133 1,733 1.27 10,831 2.52 0.7840
2022-08-11 2022-06-30 13F NEXTERA ENERGY COMMON STOCK 65339F101 136,400 4,140 3.13 10,565 -5.70 0.7249
2022-05-11 2022-03-31 13F NEXTERA ENERGY COMMON STOCK 65339F101 132,260 17,473 15.22 11,204 4.55 0.6830
2022-02-09 2021-12-31 13F NEXTERA ENERGY COMMON STOCK 65339F101 114,787 -4,936 -4.12 10,716 14.00 0.6273
2021-11-09 2021-09-30 13F NEXTERA ENERGY COMMON STOCK 65339F101 119,723 -20,612 -14.69 9,400 -8.60 0.6040
2021-08-09 2021-06-30 13F NEXTERA ENERGY COMMON STOCK 65339F101 140,335 -688 -0.49 10,284 -3.55 0.6749
2021-05-12 2021-03-31 13F NEXTERA ENERGY COMMON STOCK 65339F101 141,023 1,647 1.18 10,663 -0.84 0.7494
2021-02-11 2020-12-31 13F NEXTERA ENERGY COMMON STOCK 65339F101 139,376 104,244 296.72 10,753 10.28 0.8310
2020-11-13 2020-09-30 13F NEXTERA ENERGY COMMON STOCK 65339F101 35,132 -124 -0.35 9,751 15.15 0.8591
2020-08-04 2020-06-30 13F NEXTERA ENERGY COMMON STOCK 65339F101 35,256 429 1.23 8,468 1.04 0.7934
2020-05-11 2020-03-31 13F NEXTERA ENERGY COMMON STOCK 65339F101 34,827 333 0.97 8,381 0.34 0.9418
2020-02-11 2019-12-31 13F NEXTERA ENERGY COMMON STOCK 65339F101 34,494 648 1.91 8,353 5.91 0.7429
2019-11-12 2019-09-30 13F NEXTERA ENERGY COMMON STOCK 65339F101 33,846 1,539 4.76 7,887 19.17 0.7604
2019-08-13 2019-06-30 13F NEXTERA ENERGY COMMON STOCK 65339F101 32,307 193 0.60 6,618 6.59 0.6711
2019-05-15 2019-03-31 13F NEXTERA ENERGY COMMON STOCK 65339F101 32,114 966 3.10 6,209 14.68 0.6501
2019-02-06 2018-12-31 13F NEXTERA ENERGY COMMON STOCK 65339F101 31,148 12,598 67.91 5,414 74.36 0.6354
2018-11-14 2018-09-30 13F NEXTERA ENERGY COM 65339F101 18,550 35 0.19 3,105 0.45 0.3580
2019-04-15 2018-06-30 13F/A-1 NEXTERA ENERGY COM 65339F101 18,515 598 3.34 3,091 5.60 0.3770
2018-08-15 2018-06-30 13F NEXTERA ENERGY COM 65339F101 17,387 -530 2,904
2018-05-15 2018-03-31 13F NEXTERA ENERGY COMMON STOCK 65339F101 17,917 1,874 11.68 2,927 16.85 0.8395
2018-02-12 2017-12-31 13F NEXTERA ENERGY COMMON STOCK 65339F101 16,043 -459 -2.78 2,505 3.60 0.9802
2017-11-13 2017-09-30 13F NEXTERA ENERGY COMMON STOCK 65339F101 16,502 -1,284 -7.22 2,418 -2.97 0.9537
2017-08-09 2017-06-30 13F NEXTERA ENERGY COMMON STOCK 65339F101 17,786 534 3.10 2,492 12.51 1.0286
2017-05-08 2017-03-31 13F NEXTERA ENERGY COMMON STOCK 65339F101 17,252 -1,041 -5.69 2,215 1.37 0.9155
2017-02-14 2016-12-31 13F NEXTERA ENERGY COMMON STOCK 65339F101 18,293 -2,396 -11.58 2,185 -13.64 0.9666
2016-11-09 2016-09-30 13F NEXTERA ENERGY COMMON STOCK 65339F101 20,689 737 3.69 2,530 -2.77 1.0736
2016-08-04 2016-06-30 13F NEXTERA ENERGY COMMON STOCK 65339F101 19,952 -484 -2.37 2,602 7.61 1.1450
2016-05-10 2016-03-31 13F NEXTERA ENERGY COMMON STOCK 65339F101 20,436 188 0.93 2,418 14.98 1.1724
2016-02-11 2015-12-31 13F NEXTERA ENERGY COMMON STOCK 65339F101 20,248 287 1.44 2,103 8.01 1.0467
2015-11-06 2015-09-30 13F NEXTERA ENERGY COMMON STOCK 65339F101 19,961 0 0.00 1,947 -0.46 1.1069
2015-08-10 2015-06-30 13F NEXTERA ENERGY COMMON STOCK 65339F101 19,961 217 1.10 1,956 -4.77 0.9855
2015-05-07 2015-03-31 13F NEXTERA ENERGY COMMON STOCK 65339F101 19,744 346 1.78 2,054 -0.34 1.0375
2015-02-13 2014-12-31 13F NEXTERA ENERGY COMMON STOCK 65339F101 19,398 19,398 2,061 1.2392
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.