NextEra Energy, Inc.
US ˙ NYSE ˙ US65339F1012

SecurityNEE / NextEra Energy, Inc.
InstitutionClarius Group, LLC
Latest Disclosed Ownership11,902 shares
Latest Disclosed Value $ 955,493
Clarius Group, LLC reports 0.72% decrease in ownership of NEE / NextEra Energy, Inc.

On January 14, 2026 - Clarius Group, LLC filed a 13F-HR form disclosing ownership of 11,902 shares of NextEra Energy, Inc. (US:NEE) valued at $955,493 USD as of December 31, 2025. The entity filed a previous 13F-HR on October 14, 2025 disclosing 11,988 shares of NextEra Energy, Inc.. This represents a change in shares of -0.72% during the quarter. The current value of the position is $1,006,671 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-01-14 2025-12-31 13F NEXTERA ENERGY COM 65339F101 11,902 -86 -0.72 955 5.64 0.0546
2025-10-14 2025-09-30 13F NEXTERA ENERGY COM 65339F101 11,988 -5,153 -30.06 905 -23.97 0.0536
2025-07-22 2025-06-30 13F NEXTERA ENERGY COM 65339F101 17,141 -496 -2.81 1,190 -4.88 0.0694
2025-04-18 2025-03-31 13F NEXTERA ENERGY COM 65339F101 17,637 1,426 8.80 1,250 7.57 0.0785
2025-01-16 2024-12-31 13F NEXTERA ENERGY COM 65339F101 16,211 89 0.55 1,162 -14.43 0.0794
2024-10-09 2024-09-30 13F NEXTERA ENERGY COM 65339F101 16,122 -275 -1.68 1,359 16.97 0.0953
2024-07-11 2024-06-30 13F NEXTERA ENERGY COM 65339F101 16,397 -250 -1.50 1,161 9.22 0.0823
2024-04-17 2024-03-31 13F NEXTERA ENERGY COM 65339F101 16,647 2,510 17.75 1,064 23.89 0.0735
2024-01-29 2023-12-31 13F NEXTERA ENERGY COM 65339F101 14,137 -3,314 -18.99 859 -14.11 0.0712
2023-10-19 2023-09-30 13F NEXTERA ENERGY COM 65339F101 17,451 -5,832 -25.05 1,000 -42.15 0.0953
2023-08-10 2023-06-30 13F NEXTERA ENERGY COM 65339F101 23,283 1,241 5.63 1,728 1.71 0.1335
2023-04-17 2023-03-31 13F NEXTERA ENERGY COM 65339F101 22,042 -2,717 -10.97 1,699 84,800.00 0.1443
2023-01-25 2022-12-31 13F NEXTERA ENERGY COM 65339F101 24,759 2,591 11.69 2 -99.88 0.1864
2022-10-24 2022-09-30 13F NEXTERA ENERGY COM 65339F101 22,168 -687 -3.01 1,738 -1.81 0.1737
2022-08-10 2022-06-30 13F NEXTERA ENERGY COM 65339F101 22,855 572 2.57 1,770 -14.90 0.1766
2022-04-08 2022-03-31 13F NEXTERA ENERGY COM 65339F101 22,283 0 0.00 2,080 0.00 0.1646
2022-02-02 2021-12-31 13F NEXTERA ENERGY COM 65339F101 22,283 -136 -0.61 2,080 18.18 0.1646
2021-10-18 2021-09-30 13F NEXTERA ENERGY COM 65339F101 22,419 -9,586 -29.95 1,760 -24.95 0.1577
2021-08-06 2021-06-30 13F NEXTERA ENERGY COM 65339F101 32,005 -11 -0.03 2,345 -3.14 0.2105
2021-04-27 2021-03-31 13F NEXTERA ENERGY COM 65339F101 32,016 13,696 74.76 2,421 71.34 0.2372
2021-01-15 2020-12-31 13F NEXTERA ENERGY COM 65339F101 18,320 14,129 337.13 1,413 21.50 0.1523
2020-10-09 2020-09-30 13F NEXTERA ENERGY COM 65339F101 4,191 72 1.75 1,163 17.59 0.1494
2020-07-08 2020-06-30 13F NEXTERA ENERGY COM 65339F101 4,119 389 10.43 989 10.13 0.1386
2020-04-24 2020-03-31 13F NEXTERA ENERGY COM 65339F101 3,730 140 3.90 898 -0.55 0.1694
2020-01-22 2019-12-31 13F NEXTERA ENERGY COM 65339F101 3,590 -989 -21.60 903 -15.37 0.1430
2019-10-22 2019-09-30 13F NEXTERA ENERGY COM 65339F101 4,579 1,662 56.98 1,067 78.73 0.1957
2019-08-02 2019-06-30 13F NEXTERA ENERGY COM 65339F101 2,917 246 9.21 597 15.70 0.1201
2019-05-14 2019-03-31 13F NEXTERA ENERGY COM 65339F101 2,671 2,671 516 0.1255
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.