NextEra Energy, Inc.
US ˙ NYSE ˙ US65339F1012

SecurityNEE / NextEra Energy, Inc.
InstitutionDiversified Trust Co
Latest Disclosed Ownership55,511 shares
Latest Disclosed Value $ 5,155,861
Diversified Trust Co reports 22.73% increase in ownership of NEE / NextEra Energy, Inc.

On April 16, 2026 - Diversified Trust Co filed a 13F-HR form disclosing ownership of 55,511 shares of NextEra Energy, Inc. (US:NEE) valued at $5,155,862 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 9, 2026 disclosing 45,231 shares of NextEra Energy, Inc.. This represents a change in shares of 22.73% during the quarter. The current value of the position is $4,695,120 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)
2026-04-16 2026-03-31 13F NEXTERA ENERGY COM 65339F101 55,511 10,280 22.73 5,156 41.97 0.0956
2026-01-09 2025-12-31 13F NEXTERA ENERGY COM 65339F101 45,231 13,266 41.50 3,631 50.48 0.0668
2025-10-20 2025-09-30 13F NEXTERA ENERGY COM 65339F101 31,965 -4,318 -11.90 2,413 -4.17 0.0482
2025-07-11 2025-06-30 13F NEXTERA ENERGY COM 65339F101 36,283 -1,157 -3.09 2,519 -5.12 0.0559
2025-04-24 2025-03-31 13F NEXTERA ENERGY COM 65339F101 37,440 4,986 15.36 2,654 14.10 0.0657
2025-01-07 2024-12-31 13F NEXTERA ENERGY COM 65339F101 32,454 1,652 5.36 2,327 -10.64 0.0567
2024-10-07 2024-09-30 13F NEXTERA ENERGY COM 65339F101 30,802 3,417 12.48 2,604 34.24 0.0656
2024-07-16 2024-06-30 13F NEXTERA ENERGY COM 65339F101 27,385 489 1.82 1,939 12.86 0.0548
2024-04-18 2024-03-31 13F NEXTERA ENERGY COM 65339F101 26,896 -18,973 -41.36 1,719 -38.33 0.0518
2024-01-08 2023-12-31 13F NEXTERA ENERGY COM 65339F101 45,869 -4,278 -8.53 2,786 -2.99 0.0937
2023-11-17 2023-09-30 13F NEXTERA ENERGY COM 65339F101 50,147 4,447 9.73 2,873 -15.28 0.1087
2023-07-18 2023-06-30 13F NEXTERA ENERGY COM 65339F101 45,700 -399 -0.87 3,391 -4.59 0.1238
2023-04-07 2023-03-31 13F NEXTERA ENERGY COM 65339F101 46,099 4,573 11.01 3,553 118,333.33 0.1383
2023-01-17 2022-12-31 13F NEXTERA ENERGY COM 65339F101 41,526 12,877 44.95 3 -99.87 0.1446
2022-10-14 2022-09-30 13F NEXTERA ENERGY COM 65339F101 28,649 10,861 61.06 2,247 63.06 0.1017
2022-07-12 2022-06-30 13F NEXTERA ENERGY COM 65339F101 17,788 380 2.18 1,378 -6.58 0.0577
2022-04-07 2022-03-31 13F NEXTERA ENERGY COM 65339F101 17,408 -117 -0.67 1,475 -9.84 0.0515
2022-01-13 2021-12-31 13F NEXTERA ENERGY COM 65339F101 17,525 -1,073 -5.77 1,636 12.05 0.0539
2022-01-13 2021-09-30 13F NEXTERA ENERGY COM 65339F101 18,598 1,953 11.73 1,460 19.67 0.0525
2021-07-20 2021-06-30 13F NEXTERA ENERGY COM 65339F101 16,645 -7,336 -30.59 1,220 -32.71 0.0440
2021-05-10 2021-03-31 13F NEXTERA ENERGY COM 65339F101 23,981 3,239 15.62 1,813 13.31 0.0699
2021-01-08 2020-12-31 13F NEXTERA ENERGY COM 65339F101 20,742 15,378 286.69 1,600 7.45 0.0649
2020-10-15 2020-09-30 13F NEXTERA ENERGY COM 65339F101 5,364 1,653 44.54 1,489 67.12 0.0688
2020-07-07 2020-06-30 13F NEXTERA ENERGY COM 65339F101 3,711 -523 -12.35 891 -12.56 0.0450
2020-04-10 2020-03-31 13F NEXTERA ENERGY COM 65339F101 4,234 -48 -1.12 1,019 -1.74 0.0596
2020-01-09 2019-12-31 13F NEXTERA ENERGY COM 65339F101 4,282 3,365 366.96 1,037 384.58 0.0465
2019-10-09 2019-09-30 13F NEXTERA ENERGY COM 65339F101 917 917 214 0.0100
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.