NextEra Energy, Inc.
AT ˙ WBAG ˙ US65339F1012
73,67 € ↓ -1,87 (-2,48%)
2026-06-03
DEL PRIS
SecurityAT:NEE / NextEra Energy, Inc.
InstitutionPerpetual Ltd
Latest Disclosed Ownership9,464 shares
Latest Disclosed Value $ 879,016
Perpetual Ltd reports 38.06% increase in ownership of NEE / NextEra Energy, Inc.

On April 14, 2026 - Perpetual Ltd filed a 13F-HR form disclosing ownership of 9,464 shares of NextEra Energy, Inc. (AT:NEE) valued at $751,915 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 20, 2026 disclosing 6,855 shares of NextEra Energy, Inc.. This represents a change in shares of 38.06% during the quarter. The current value of the position is $697,213 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)
2026-04-14 2026-03-31 13F NEXTERA ENERGY COM 65339F101 9,464 2,609 38.06 879 59.82 0.0135
2026-01-20 2025-12-31 13F NEXTERA ENERGY COM 65339F101 6,855 0 0.00 550 6.38 0.0080
2025-10-10 2025-09-30 13F NEXTERA ENERGY COM 65339F101 6,855 -4,049 -37.13 517 -31.61 0.0064
2025-07-11 2025-06-30 13F NEXTERA ENERGY COM 65339F101 10,904 0 0.00 757 -2.07 0.0089
2025-04-24 2025-03-31 13F NEXTERA ENERGY COM 65339F101 10,904 0 0.00 773 -1.15 0.0093
2025-01-17 2024-12-31 13F NEXTERA ENERGY COM 65339F101 10,904 0 0.00 782 -15.20 0.0092
2024-10-09 2024-09-30 13F NEXTERA ENERGY COM 65339F101 10,904 0 0.00 922 19.30 0.0100
2024-07-30 2024-06-30 13F NEXTERA ENERGY COM 65339F101 10,904 0 0.00 772 11.08 0.0084
2024-04-16 2024-03-31 13F/A-1 NEXTERA ENERGY COM 65339F101 10,904 0 0.00 696 4.98 0.0068
2024-04-10 2024-03-31 13F NEXTERA ENERGY COM 65339F101 10,904 0 696 0.0043
2024-02-15 2023-12-31 13F NEXTERA ENERGY COM 65339F101 10,904 -4,593 -29.64 662 -25.37 0.0068
2023-10-10 2023-09-30 13F NEXTERA ENERGY COM 65339F101 15,497 3,305 27.11 888 -1.88 0.0092
2023-07-13 2023-06-30 13F NEXTERA ENERGY COM 65339F101 12,192 -87 -0.71 905 -4.44 0.0078
2023-05-08 2023-03-31 13F NEXTERA ENERGY COM 65339F101 12,279 -11,534 -48.44 946 -85.69 0.0082
2020-12-08 2020-09-30 13F NEXTERA ENERGY COM 65339F101 23,813 2,907 13.91 6,610 31.65 0.4757
2020-12-08 2020-06-30 13F/A-1 NEXTERA ENERGY COM 65339F101 20,906 4,641 28.53 5,021 28.28 0.4694
2020-11-18 2020-06-30 13F NEXTERA ENERGY COM 65339F101 20,906 4,641 10,592 465,967.8908
2020-12-08 2020-03-31 13F/A-1 NEXTERA ENERGY COM 65339F101 16,265 13,364 460.67 3,914 458.35 0.5537
2020-11-18 2020-03-31 13F NEXTERA ENERGY COM 65339F101 16,265 13,364 10,447 553,653.8664
2020-02-12 2019-12-31 13F NextEra Energy COM 65339F101 2,901 0 0.00 701 3.70 0.1041
2019-10-10 2019-09-30 13F NextEra Energy COM 65339F101 2,901 0 0.00 676 13.80 0.1041
2019-07-30 2019-06-30 13F NextEra Energy COM 65339F101 2,901 -800 -21.62 594 -16.92 0.0946
2019-05-06 2019-03-31 13F NEXTERA ENERGY COM 65339F101 3,701 0 0.00 715 11.89 0.1034
2019-02-08 2018-12-31 13F NEXTERA ENERGY COM 65339F101 3,701 0 0.00 639 3.06 0.0959
2018-10-30 2018-09-30 13F NEXTERA ENERGY COM 65339F101 3,701 0 0.00 620 0.16 0.0833
2018-07-23 2018-06-30 13F NEXTERA ENERGY COM 65339F101 3,701 700 23.33 619 26.33 0.0753
2018-04-18 2018-03-31 13F NEXTERA ENERGY COM 65339F101 3,001 0 0.00 490 4.26 0.0668
2018-02-12 2017-12-31 13F NEXTERA ENERGY COM 65339F101 3,001 -500 -14.28 470 -9.96 0.0608
2017-11-01 2017-09-30 13F NEXTERA ENERGY COM 65339F101 3,501 0 0.00 522 6.31 0.0728
2017-09-26 2017-06-30 13F NEXTERA ENERGY COM 65339F101 3,501 0 0.00 491 8.15 0.0384
2017-09-26 2017-03-31 13F NEXTERA ENERGY COM 65339F101 3,501 0 0.00 454 8.61 0.0451
2017-09-26 2016-12-31 13F NEXTERA ENERGY COM 65339F101 3,501 600 20.68 418 17.75 0.0637
2017-09-26 2016-09-30 13F NEXTERA ENERGY COM 65339F101 2,901 -3,435 -54.21 355 -57.02 0.0291
2017-09-26 2016-06-30 13F NEXTERA ENERGY COM 65339F101 6,336 600 10.46 826 21.65 0.0821
2017-09-26 2016-03-31 13F NEXTERA ENERGY COM 65339F101 5,736 -300 -4.97 679 8.29 0.0688
2017-09-26 2015-12-31 13F NEXTERA ENERGY COM 65339F101 6,036 1,000 19.86 627 27.70 0.0700
2017-09-26 2015-09-30 13F NEXTERA ENERGY COM 65339F101 5,036 0 0.00 491 -0.61 0.0584
2017-09-26 2015-06-30 13F NEXTERA ENERGY COM 65339F101 5,036 100 2.03 494 -3.89 0.0567
2017-09-26 2015-03-31 13F NEXTERA ENERGY COM 65339F101 4,936 0 0.00 514 -2.10 0.0579
2017-09-26 2014-12-31 13F NEXTERA ENERGY COM 65339F101 4,936 2,601 111.39 525 139.73 0.0618
2017-09-26 2014-09-30 13F NEXTERA ENERGY COM 65339F101 2,335 -2,201 -48.52 219 -52.90 0.0236
2017-09-26 2014-06-30 13F NEXTERA ENERGY COM 65339F101 4,536 2,335 106.09 465 121.43 0.0410
2017-09-26 2014-03-31 13F NEXTERA ENERGY COM 65339F101 2,201 2,201 210 0.0308
2017-09-26 2013-09-30 13F NEXTERA ENERGY COM 65339F101 0 0 0 0.0000
2017-09-26 2013-06-30 13F NEXTERA ENERGY COM 65339F101 0 -2,701 -100.00 0 -100.00
2017-09-25 2013-03-31 13F NEXTERA ENERGY COM 65339F101 2,701 2,701 210 0.0299
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.