NextEra Energy, Inc.
US ˙ NYSE ˙ US65339F1012

SecurityNEE / NextEra Energy, Inc.
InstitutionAssociated Banc-corp
Latest Disclosed Ownership189,227 shares
Latest Disclosed Value $ 17,575,403
Associated Banc-corp reports 0.45% decrease in ownership of NEE / NextEra Energy, Inc.

On May 1, 2026 - Associated Banc-corp filed a 13F-HR form disclosing ownership of 189,227 shares of NextEra Energy, Inc. (US:NEE) valued at $17,575,404 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 190,085 shares of NextEra Energy, Inc.. This represents a change in shares of -0.45% during the quarter. The current value of the position is $16,004,820 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)
2026-05-01 2026-03-31 13F NEXTERA ENERGY COM 65339F101 189,227 -858 -0.45 17,575 15.17 0.4653
2026-02-06 2025-12-31 13F NEXTERA ENERGY COM 65339F101 190,085 1,567 0.83 15,260 7.23 0.3907
2025-10-24 2025-09-30 13F NEXTERA ENERGY COM 65339F101 188,518 229 0.12 14,231 8.87 0.3746
2025-08-12 2025-06-30 13F NEXTERA ENERGY COM 65339F101 188,289 -4,628 -2.40 13,071 -4.42 0.3705
2025-05-09 2025-03-31 13F NEXTERA ENERGY COM 65339F101 192,917 -1,343 -0.69 13,676 -1.80 0.4170
2025-02-10 2024-12-31 13F NEXTERA ENERGY COM 65339F101 194,260 -4,392 -2.21 13,926 -17.07 0.4195
2024-11-13 2024-09-30 13F NEXTERA ENERGY COM 65339F101 198,652 4,052 2.08 16,792 21.87 0.4936
2024-08-01 2024-06-30 13F NEXTERA ENERGY COM 65339F101 194,600 2,360 1.23 13,780 12.15 0.4286
2024-05-09 2024-03-31 13F NEXTERA ENERGY COM 65339F101 192,240 -2,188 -1.13 12,286 4.04 0.3894
2024-02-09 2023-12-31 13F NEXTERA ENERGY COM 65339F101 194,428 -16,753 -7.93 11,810 -2.39 0.4103
2023-11-09 2023-09-30 13F NEXTERA ENERGY COM 65339F101 211,181 2,715 1.30 12,099 -21.79 0.4683
2023-08-07 2023-06-30 13F NEXTERA ENERGY COM 65339F101 208,466 -702 -0.34 15,468 -4.06 0.5846
2023-05-09 2023-03-31 13F NEXTERA ENERGY COM 65339F101 209,168 8,993 4.49 16,123 -3.66 0.6477
2023-02-10 2022-12-31 13F NEXTERA ENERGY COM 65339F101 200,175 3,419 1.74 16,735 8.47 0.6964
2022-11-09 2022-09-30 13F NEXTERA ENERGY COM 65339F101 196,756 2,255 1.16 15,428 2.40 0.7129
2022-08-10 2022-06-30 13F NEXTERA ENERGY COM 65339F101 194,501 4,977 2.63 15,066 -6.16 0.6596
2022-05-11 2022-03-31 13F NEXTERA ENERGY COM 65339F101 189,524 5,414 2.94 16,055 -6.59 0.6183
2022-02-10 2021-12-31 13F NEXTERA ENERGY COM 65339F101 184,110 -1,163 -0.63 17,188 18.15 0.6302
2021-11-08 2021-09-30 13F NEXTERA ENERGY COM 65339F101 185,273 2,068 1.13 14,547 8.36 0.5749
2021-08-11 2021-06-30 13F NEXTERA ENERGY COM 65339F101 183,205 153,602 518.87 13,425 88.47 0.5311
2021-05-05 2021-03-31 13F NEXTERA ENERGY COM 65339F101 29,603 -166,513 -84.91 7,123 -52.92 0.4428
2021-02-11 2020-12-31 13F NEXTERA ENERGY COM 65339F101 196,116 149,400 319.80 15,131 16.69 0.5905
2020-11-12 2020-09-30 13F NEXTERA ENERGY COM 65339F101 46,716 2,460 5.56 12,967 22.00 0.5578
2020-08-14 2020-06-30 13F NEXTERA ENERGY COM 65339F101 44,256 7,146 19.26 10,629 19.04 0.4797
2020-05-14 2020-03-31 13F NEXTERA ENERGY COM 65339F101 37,110 10,407 38.97 8,929 38.07 0.4759
2020-02-12 2019-12-31 13F NEXTERA ENERGY COM 65339F101 26,703 5,906 28.40 6,467 33.48 0.3221
2019-11-14 2019-09-30 13F NEXTERA ENERGY COM 65339F101 20,797 895 4.50 4,845 18.84 0.2605
2019-08-06 2019-06-30 13F NEXTERA ENERGY COM 65339F101 19,902 -121 -0.60 4,077 5.32 0.2235
2019-05-07 2019-03-31 13F NEXTERA ENERGY COM 65339F101 20,023 95 0.48 3,871 11.75 0.2231
2019-02-13 2018-12-31 13F NEXTERA ENERGY COM 65339F101 19,928 -39 -0.20 3,464 3.53 0.2258
2018-11-07 2018-09-30 13F NEXTERA ENERGY COM 65339F101 19,967 1,751 9.61 3,346 9.99 0.1856
2018-08-07 2018-06-30 13F NEXTERA ENERGY COM 65339F101 18,216 283 1.58 3,042 3.86 0.1778
2018-05-07 2018-03-31 13F NEXTERA ENERGY COM 65339F101 17,933 -2,750 -13.30 2,929 -9.32 0.1666
2018-02-07 2017-12-31 13F NEXTERA ENERGY COM 65339F101 20,683 -1,189 -5.44 3,230 0.75 0.1742
2017-11-13 2017-09-30 13F NEXTERA ENERGY COM 65339F101 21,872 -95 -0.43 3,206 4.16 0.1768
2017-08-10 2017-06-30 13F NEXTERA ENERGY COM 65339F101 21,967 -510 -2.27 3,078 6.69 0.1746
2017-05-12 2017-03-31 13F NEXTERA ENERGY COM 65339F101 22,477 -449 -1.96 2,885 5.37 0.1717
2017-02-10 2016-12-31 13F NEXTERA ENERGY COM 65339F101 22,926 -187 -0.81 2,738 -3.18 0.1709
2016-11-10 2016-09-30 13F NEXTERA ENERGY COM 65339F101 23,113 -54 -0.23 2,828 -6.39 0.1800
2016-08-11 2016-06-30 13F NEXTERA ENERGY COM 65339F101 23,167 -533 -2.25 3,021 7.70 0.1940
2016-05-12 2016-03-31 13F NEXTERA ENERGY COM 65339F101 23,700 39 0.16 2,805 14.12 0.1843
2016-02-12 2015-12-31 13F NEXTERA ENERGY COM 65339F101 23,661 -762 -3.12 2,458 3.19 0.1622
2015-11-10 2015-09-30 13F NEXTERA ENERGY COM 65339F101 24,423 -540 -2.16 2,382 -2.66 0.1662
2015-08-11 2015-06-30 13F NEXTERA ENERGY COM 65339F101 24,963 -1,320 -5.02 2,447 -10.53 0.1569
2015-05-12 2015-03-31 13F NEXTERA ENERGY COM 65339F101 26,283 -1,770 -6.31 2,735 -8.28 0.1726
2015-02-12 2014-12-31 13F NEXTERA ENERGY COM 65339F101 28,053 -4,887 -14.84 2,982 -3.59 0.1881
2014-11-05 2014-09-30 13F NEXTERA ENERGY COM 65339F101 32,940 -29 -0.09 3,093 -8.46 0.2030
2014-08-13 2014-06-30 13F NEXTERA ENERGY COM 65339F101 32,969 727 2.25 3,379 9.60 0.2197
2014-05-13 2014-03-31 13F NEXTERA ENERGY COM 65339F101 32,242 -1,396 -4.15 3,083 7.05 0.2126
2014-02-14 2013-12-31 13F NEXTERA ENERGY COM 65339F101 33,638 -375 -1.10 2,880 5.65 0.2068
2013-11-14 2013-09-30 13F NEXTERA ENERGY COM 65339F101 34,013 -3,891 -10.27 2,726 -11.72 0.2164
2013-08-13 2013-06-30 13F NEXTERA ENERGY COM 65339F101 37,904 37,904 3,088 0.2537
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.