NextEra Energy, Inc.
US ˙ NYSE ˙ US65339F1012

SecurityNEE / NextEra Energy, Inc.
InstitutionVestmark Advisory Solutions, Inc.
Latest Disclosed Ownership174,994 shares
Latest Disclosed Value $ 16,253,692
Vestmark Advisory Solutions, Inc. reports 4.76% increase in ownership of NEE / NextEra Energy, Inc.

On May 15, 2026 - Vestmark Advisory Solutions, Inc. filed a 13F-HR form disclosing ownership of 174,994 shares of NextEra Energy, Inc. (US:NEE) valued at $16,253,443 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 167,044 shares of NextEra Energy, Inc.. This represents a change in shares of 4.76% during the quarter. The current value of the position is $14,800,993 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)
2026-05-15 2026-03-31 13F NEXTERA ENERGY COM 65339F101 174,994 7,950 4.76 16,254 21.20 0.1117
2026-02-06 2025-12-31 13F NEXTERA ENERGY COM 65339F101 167,044 89,066 114.22 13,410 127.83 0.1810
2025-11-10 2025-09-30 13F NEXTERA ENERGY COM 65339F101 77,978 22,911 41.61 5,887 54.00 0.1122
2025-08-06 2025-06-30 13F NEXTERA ENERGY COM 65339F101 55,067 -28,921 -34.43 3,823 -35.80 0.0552
2025-05-13 2025-03-31 13F NEXTERA ENERGY COM 65339F101 83,988 41,424 97.32 5,954 95.12 0.1533
2025-02-06 2024-12-31 13F NEXTERA ENERGY COM 65339F101 42,564 3,153 8.00 3,051 -8.41 0.1051
2024-11-14 2024-09-30 13F NEXTERA ENERGY COM 65339F101 39,411 1,314 3.45 3,331 23.51 0.1240
2024-08-12 2024-06-30 13F NEXTERA ENERGY COM 65339F101 38,097 4,296 12.71 2,698 24.86 0.1126
2024-05-15 2024-03-31 13F NEXTERA ENERGY COM 65339F101 33,801 -51 -0.15 2,160 5.06 0.0930
2024-02-06 2023-12-31 13F NEXTERA ENERGY COM 65339F101 33,852 3,676 12.18 2,056 18.98 0.1045
2023-11-06 2023-09-30 13F NEXTERA ENERGY COM 65339F101 30,176 -87,332 -74.32 1,729 -80.18 0.1257
2023-08-07 2023-06-30 13F NEXTERA ENERGY COM 65339F101 117,508 3,007 2.63 8,719 -1.20 0.3320
2023-05-09 2023-03-31 13F NEXTERA ENERGY COM 65339F101 114,501 8,675 8.20 8,826 -0.25 0.3822
2023-01-20 2022-12-31 13F NEXTERA ENERGY COM 65339F101 105,826 5,622 5.61 8,847 12.60 0.4310
2022-11-03 2022-09-30 13F NEXTERA ENERGY COM 65339F101 100,204 11,569 13.05 7,857 14.43 0.4380
2022-08-04 2022-06-30 13F NEXTERA ENERGY COM 65339F101 88,635 9,543 12.07 6,866 2.48 0.3922
2022-04-27 2022-03-31 13F NEXTERA ENERGY COM 65339F101 79,092 8,884 12.65 6,700 2.21 0.3793
2022-01-31 2021-12-31 13F NEXTERA ENERGY COM 65339F101 70,208 2,385 3.52 6,555 23.08 0.3699
2021-11-15 2021-09-30 13F NEXTERA ENERGY COM 65339F101 67,823 3,228 5.00 5,326 12.51 0.3607
2021-08-09 2021-06-30 13F NEXTERA ENERGY COM 65339F101 64,595 2,741 4.43 4,734 1.22 0.3368
2021-05-10 2021-03-31 13F NEXTERA ENERGY COM 65339F101 61,854 -1,052 -1.67 4,677 -3.63 0.4149
2021-02-04 2020-12-31 13F NEXTERA ENERGY COM 65339F101 62,906 47,762 315.39 4,853 15.47 0.5446
2020-10-19 2020-09-30 13F NEXTERA ENERGY COM 65339F101 15,144 -295 -1.91 4,203 13.35 0.5646
2020-08-13 2020-06-30 13F NEXTERA ENERGY COM 65339F101 15,439 357 2.37 3,708 2.18 0.5737
2020-05-06 2020-03-31 13F NEXTERA ENERGY COM 65339F101 15,082 -1,019 -6.33 3,629 -6.92 0.7094
2020-02-14 2019-12-31 13F NEXTERA ENERGY COM 65339F101 16,101 445 2.84 3,899 6.88 0.8001
2019-11-05 2019-09-30 13F NEXTERA ENERGY COM 65339F101 15,656 2,067 15.21 3,648 31.03 0.5915
2019-08-20 2019-06-30 13F NEXTERA ENERGY COM 65339F101 13,589 -4,820 -26.18 2,784 -21.78 0.4764
2019-05-14 2019-03-31 13F NEXTERA ENERGY COM 65339F101 18,409 18,409 3,559 0.6346
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.