NextEra Energy, Inc.
US ˙ NYSE ˙ US65339F1012

SecurityNEE / NextEra Energy, Inc.
InstitutionWhittier Trust Co
Latest Disclosed Ownership261,408 shares
Latest Disclosed Value $ 24,240,352
Whittier Trust Co reports 6.56% increase in ownership of NEE / NextEra Energy, Inc.

On April 28, 2026 - Whittier Trust Co filed a 13F-HR form disclosing ownership of 261,408 shares of NextEra Energy, Inc. (US:NEE) valued at $24,279,575 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 245,307 shares of NextEra Energy, Inc.. This represents a change in shares of 6.56% during the quarter. The current value of the position is $22,109,889 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)
2026-04-28 2026-03-31 13F NEXTERA ENERGY common 65339F101 261,408 16,101 6.56 24,240 21.92 0.2735
2026-01-26 2025-12-31 13F NEXTERA ENERGY common 65339F101 245,307 19,423 8.60 19,882 9.94 0.2153
2025-10-31 2025-09-30 13F NEXTERA ENERGY common 65339F101 225,884 5,746 2.61 18,084 18.34 0.2058
2025-07-30 2025-06-30 13F NEXTERA ENERGY INC COM US LARGE-CAP EQUITIES 65339F101 220,138 15,760 7.71 15,282 5.49 0.1843
2025-05-02 2025-03-31 13F NEXTERA ENERGY INC COM US LARGE-CAP EQUITIES 65339F101 204,378 6,704 3.39 14,486 2.23 0.2018
2025-02-11 2024-12-31 13F NEXTERA ENERGY INC COM US LARGE-CAP EQUITIES 65339F101 197,674 134,318 212.01 14,171 164.61 0.1867
2024-10-21 2024-09-30 13F NEXTERA ENERGY INC COM US LARGE-CAP EQUITIES 65339F101 63,356 2,212 3.62 5,355 23.70 0.0717
2024-07-29 2024-06-30 13F NEXTERA ENERGY INC COM US LARGE-CAP EQUITIES 65339F101 61,144 -977 -1.57 4,330 9.07 0.0614
2024-05-02 2024-03-31 13F NEXTERA ENERGY INC COM US LARGE-CAP EQUITIES 65339F101 62,121 -2,018 -3.15 3,970 1.90 0.0579
2024-01-11 2023-12-31 13F NEXTERA ENERGY INC COM US LARGE-CAP EQUITIES 65339F101 64,139 -11,091 -14.74 3,896 -9.61 0.0632
2023-10-27 2023-09-30 13F NEXTERA ENERGY INC COM US LARGE-CAP EQUITIES 65339F101 75,230 5,041 7.18 4,310 -17.26 0.0766
2023-07-24 2023-06-30 13F NEXTERA ENERGY INC COM US LARGE-CAP EQUITIES 65339F101 70,189 -2,429 -3.34 5,208 -6.95 0.0905
2023-04-21 2023-03-31 13F NEXTERA ENERGY INC COM US LARGE-CAP EQUITIES 65339F101 72,618 -2,293 -3.06 5,597 -10.62 0.1019
2023-01-25 2022-12-31 13F NEXTERA ENERGY INC COM US LARGE-CAP EQUITIES 65339F101 74,911 2,032 2.79 6,263 9.59 0.1218
2022-10-21 2022-09-30 13F NEXTERA ENERGY INC COM US LARGE-CAP EQUITIES 65339F101 72,879 543 0.75 5,714 1.98 0.1198
2022-07-28 2022-06-30 13F NEXTERA ENERGY INC COM US LARGE-CAP EQUITIES 65339F101 72,336 -298 -0.41 5,603 -8.94 0.1132
2022-04-29 2022-03-31 13F NEXTERA ENERGY INC COM US LARGE-CAP EQUITIES 65339F101 72,634 -1,706 -2.29 6,153 -11.34 0.1038
2022-01-19 2021-12-31 13F NEXTERA ENERGY INC COM US LARGE-CAP EQUITIES 65339F101 74,340 1,075 1.47 6,940 20.63 0.1128
2021-11-01 2021-09-30 13F NEXTERA ENERGY INC COM US LARGE-CAP EQUITIES 65339F101 73,265 -2,227 -2.95 5,753 3.99 0.1048
2021-07-29 2021-06-30 13F NEXTERA ENERGY INC COM US LARGE-CAP EQUITIES 65339F101 75,492 -1,574 -2.04 5,532 -5.06 0.0985
2021-04-26 2021-03-31 13F NEXTERA ENERGY INC COM US LARGE-CAP EQUITIES 65339F101 77,066 1,207 1.59 5,827 -0.44 0.1132
2021-01-29 2020-12-31 13F NEXTERA ENERGY INC COM US LARGE-CAP EQUITIES 65339F101 75,859 57,137 305.19 5,853 12.62 0.1250
2020-10-30 2020-09-30 13F NEXTERA ENERGY INC COM US LARGE-CAP EQUITIES 65339F101 18,722 -62 -0.33 5,197 15.21 0.1237
2020-07-10 2020-06-30 13F NEXTERA ENERGY INC COM US LARGE-CAP EQUITIES 65339F101 18,784 -185 -0.98 4,511 -1.16 0.1253
2020-04-27 2020-03-31 13F NEXTERA ENERGY INC COM US LARGE-CAP EQUITIES 65339F101 18,969 -2,203 -10.41 4,564 -10.98 0.1490
2020-01-31 2019-12-31 13F NEXTERA ENERGY INC COM US LARGE-CAP EQUITIES 65339F101 21,172 299 1.43 5,127 5.43 0.1345
2019-10-18 2019-09-30 13F NEXTERA ENERGY INC COM US LARGE-CAP EQUITIES 65339F101 20,873 155 0.75 4,863 14.59 0.1392
2019-07-23 2019-06-30 13F NEXTERA ENERGY INC COM US LARGE-CAP EQUITIES 65339F101 20,718 80 0.39 4,244 6.39 0.1246
2019-04-29 2019-03-31 13F NEXTERA ENERGY INC COM US LARGE-CAP EQUITIES 65339F101 20,638 -574 -2.71 3,989 8.19 0.1220
2019-02-07 2018-12-31 13F NEXTERA ENERGY INC COM US LARGE-CAP EQUITIES 65339F101 21,212 195 0.93 3,687 4.68 0.1269
2018-10-23 2018-09-30 13F NEXTERA ENERGY INC COM US LARGE-CAP EQUITIES 65339F101 21,017 164 0.79 3,522 1.12 0.1099
2018-07-27 2018-06-30 13F/A-1 NEXTERA ENERGY INC COM US LARGE-CAP EQUITIES 65339F101 20,853 -586 -2.73 3,483 -0.54 0.1151
2018-07-20 2018-06-30 13F NEXTERA ENERGY INC COM US LARGE CAP EQUITIES 65339F101 28,996 7,557 2,971
2018-05-01 2018-03-31 13F NEXTERA ENERGY INC COM US LARGE-CAP EQUITIES 65339F101 21,439 -476 -2.17 3,502 2.31 0.1177
2018-02-07 2017-12-31 13F NEXTERA ENERGY INC COM US LARGE-CAP EQUITIES 65339F101 21,915 -2,309 -9.53 3,423 -3.58 0.1194
2017-10-23 2017-09-30 13F NEXTERA ENERGY INC COM US LARGE-CAP EQUITIES 65339F101 24,224 1,367 5.98 3,550 10.83 0.1294
2017-07-20 2017-06-30 13F NEXTERA ENERGY INC COM US LARGE-CAP EQUITIES 65339F101 22,857 0 0.00 3,203 9.17 0.1238
2017-04-26 2017-03-31 13F NEXTERA ENERGY US LARGE CAP EQUITIES 65339F101 22,857 -1,080 -4.51 2,934 2.62 0.1184
2017-01-18 2016-12-31 13F NEXTERA ENERGY INC COM US LARGE CAP EQUITIES 65339F101 23,937 -60 -0.25 2,859 -2.59 0.1216
2016-11-10 2016-09-30 13F NEXTERA ENERGY INC COM US LARGE CAP EQUITIES 65339F101 23,997 -64 -0.27 2,935 -6.44 0.1278
2016-07-28 2016-06-30 13F NEXTERA ENERGY INC COM US LARGE CAP EQUITIES 65339F101 24,061 -348 -1.43 3,137 8.58 0.1382
2016-04-28 2016-03-31 13F NEXTERA ENERGY INC COM US LARGE CAP EQUITIES 65339F101 24,409 -573 -2.29 2,889 11.33 0.1277
2016-02-10 2015-12-31 13F NEXTERA ENERGY INC COM US LARGE CAP EQUITIES 65339F101 24,982 -448 -1.76 2,595 4.59 0.1178
2015-11-12 2015-09-30 13F NEXTERA ENERGY INC COM US LARGE CAP EQUITIES 65339F101 25,430 -320 -1.24 2,481 -1.70 0.1207
2015-08-13 2015-06-30 13F NEXTERA ENERGY INC COM US LARGE CAP EQUITIES 65339F101 25,750 -2,311 -8.24 2,524 -13.53 0.1120
2015-05-05 2015-03-31 13F NEXTERA ENERGY INC COM US LARGE CAP EQUITIES 65339F101 28,061 28,061 0.00 2,919 0.1338
2015-02-04 2014-12-31 13F NEXTERA ENERGY INC COM US LARGE CAP EQUITIES 65339F101 0 -28,948 -100.00 0 -100.00
2014-11-07 2014-09-30 13F NEXTERA ENERGY INC COM US LARGE CAP EQUITIES 65339F101 28,948 -48 -0.17 2,718 -8.52 0.1324
2014-08-04 2014-06-30 13F NEXTERA ENERGY INC COM US LARGE CAP EQUITIES 65339F101 28,996 -1,485 -4.87 2,971 1.92 0.1465
2014-05-01 2014-03-31 13F NEXTERA ENERGY INC COM US LARGE CAP EQUITIES 65339F101 30,481 1,766 6.15 2,915 18.54 0.1494
2014-02-05 2013-12-31 13F NEXTERA ENERGY INC COM US LARGE CAP EQUITIES 65339F101 28,715 244 0.86 2,459 7.76 0.1261
2013-11-18 2013-09-30 13F NEXTERA ENERGY COM 65339F101 28,471 -925 -3.15 2,282 -4.68 0.1235
2013-08-14 2013-06-30 13F NEXTERA ENERGY COM 65339F101 29,396 29,396 2,394 0.1341
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.