NextEra Energy, Inc.
US ˙ NYSE ˙ US65339F1012

SecurityNEE / NextEra Energy, Inc.
InstitutionSummit Trail Advisors, Llc
Latest Disclosed Ownership74,358 shares
Latest Disclosed Value $ 6,906,393
Summit Trail Advisors, Llc reports 60.78% increase in ownership of NEE / NextEra Energy, Inc.

On May 12, 2026 - Summit Trail Advisors, Llc filed a 13F-HR form disclosing ownership of 74,358 shares of NextEra Energy, Inc. (US:NEE) valued at $6,906,371 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 46,249 shares of NextEra Energy, Inc.. This represents a change in shares of 60.78% during the quarter. The current value of the position is $6,289,200 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)
2026-05-12 2026-03-31 13F NEXTERA ENERGY COM 65339F101 74,358 28,109 60.78 6,906 86.05 0.0989
2026-02-17 2025-12-31 13F NEXTERA ENERGY COM 65339F101 46,249 -11,122 -19.39 3,713 -14.27 0.0642
2025-11-14 2025-09-30 13F NEXTERA ENERGY COM 65339F101 57,371 11,911 26.20 4,331 37.24 0.0598
2025-08-14 2025-06-30 13F NEXTERA ENERGY COM 65339F101 45,460 5,576 13.98 3,156 11.60 0.0542
2025-04-28 2025-03-31 13F NEXTERA ENERGY COM 65339F101 39,884 7,477 23.07 2,827 21.70 0.0933
2025-01-29 2024-12-31 13F NEXTERA ENERGY COM 65339F101 32,407 5,936 22.42 2,323 3.84 0.0857
2024-11-12 2024-09-30 13F NEXTERA ENERGY COM 65339F101 26,471 2,207 9.10 2,238 30.21 0.0555
2024-08-13 2024-06-30 13F Nextera Energy Inc Com COM 65339F101 24,264 343 1.43 1,718 12.43 0.0452
2024-04-23 2024-03-31 13F NEXTERA ENERGY COM 65339F101 23,921 6,161 34.69 1,529 41.74 0.0406
2024-02-06 2023-12-31 13F NEXTERA ENERGY COM 65339F101 17,760 -144 -0.80 1,079 5.17 0.0357
2023-10-30 2023-09-30 13F NEXTERA ENERGY COM 65339F101 17,904 3,963 28.43 1,026 -0.87 0.0377
2023-07-25 2023-06-30 13F NEXTERA ENERGY COM 65339F101 13,941 4,700 50.86 1,034 45.22 0.0390
2023-05-04 2023-03-31 13F NEXTERA ENERGY COM 65339F101 9,241 2,592 38.98 712 28.29 0.0287
2023-02-07 2022-12-31 13F Nextera Energy Inc Com COM 65339F101 6,649 409 6.55 556 13.50 0.0247
2022-11-10 2022-09-30 13F Nextera Energy Inc Com Stock 65339F101 6,240 1,463 30.63 489 32.16 0.0264
2022-08-09 2022-06-30 13F Nextera Energy Inc Com COM 65339F101 4,777 991 26.18 370 15.26 0.0229
2022-05-16 2022-03-31 13F Nextera Energy Inc Com EQUITY 65339F101 3,786 -237 -5.89 321 -14.63 0.0260
2022-02-11 2021-12-31 13F Nextera Energy Inc Com Equity 65339F101 4,023 766 23.52 376 46.88 0.0242
2021-11-16 2021-09-30 13F Nextera Energy Inc Com COM 65339F101 3,257 3,257 256 0.0192
2021-02-16 2020-12-31 13F Nextera Energy Inc Com Equity 65339F101 0 -3,752 -100.00 0 -100.00
2020-11-16 2020-09-30 13F/A-1 Nextera Energy Inc Com Equity 65339F101 3,752 3,752 288 0.0557
2020-08-13 2020-06-30 13F Nextera Energy Inc Com Equity 65339F101 0 -1,064 -100.00 0 -100.00
2020-05-15 2020-03-31 13F Nextera Energy Inc Com Equity 65339F101 1,064 1,064 256 0.0689
2019-02-13 2018-12-31 13F NEXTERA ENERGY INC COM EQUITY 65339F101 0 -1,764 -100.00 0 -100.00
2018-11-14 2018-09-30 13F NEXTERA ENERGY INC COM EQUITY 65339F101 1,764 734 71.26 296 72.09 0.0653
2018-08-10 2018-06-30 13F Nextera Energy Inc Com EQUITY 65339F101 1,030 -1,607 -60.94 172 -45.05 0.0601
2018-05-22 2018-03-31 13F/A-1 NEXTERA ENERGY INC COM EQUITY 65339F101 2,637 711 36.92 313 7.19 0.0531
2018-05-21 2018-03-31 13F NEXTERA ENERGY INC COM EQUITY 65339F101 312,993 311,067 313
2018-02-14 2017-12-31 13F NEXTERA ENERGY INC COM EQUITY 65339F101 1,926 1,926 292 0.0369
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.