NextEra Energy, Inc.
AT ˙ WBAG ˙ US65339F1012
73,67 € ↓ -1,87 (-2,48%)
2026-06-03
DEL PRIS
SecurityAT:NEE / NextEra Energy, Inc.
InstitutionState Street Corp
Latest Disclosed Ownership116,304,947 shares
Ownership 5.75%
State Street Corp ownership in NEE / NextEra Energy, Inc.

2024-01-29 - State Street Corp has filed an SC 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 116,304,947 shares of NextEra Energy, Inc. (AT:NEE). This represents 5.75 percent ownership of the company. In their previous filing dated 2023-02-07 , State Street Corp had reported owning 113,299,531 shares, indicating an increase of 2.65 percent.

Institutional Ownership: 13D/G Filings

This table shows a history of the 13D/G filings made by the investor and/or investor group. Note that the share values in this table are not directly comparable to any numbers shown in the 13F table (if any).

File
Date		Effective
Date		Form Prev
Shares		 Latest
Shares		 ΔShares
(Percent)		 Ownership
(Percent)		 ΔOwnership
(Percent)
2024-01-29 2024-01-29 13G/A 113,299,531 116,304,947 2.65 5.75 0.88
2023-02-07 2023-02-07 13G/A 99,606,550 113,299,531 13.75 5.70 12.20
2022-02-11 2022-02-11 13G/A 98,596,287 99,606,550 1.02 5.08 0.99
2021-02-09 2021-02-09 13G 26,728,768 98,596,287 268.88 5.03 -8.04
2020-02-14 2020-02-14 13G 24,037,752 26,728,768 11.19 5.47 9.40
2019-02-14 2019-02-14 13G 23,822,078 24,037,752 0.91 5.00 -1.19
2018-02-14 2018-02-14 13G 24,886,717 23,822,078 -4.28 5.06 -5.07
2017-02-08 2017-02-08 13G 20,678,895 24,886,717 20.35 5.33 18.44
2016-02-22 2016-02-22 13G/A 20,678,895 4.50
2015-02-12 2015-02-12 13G 21,964,533 5.00
2013-02-12 2013-02-12 13G 20,224,453 4.80
2012-02-09 2012-02-09 13G 21,147,886 5.00

Important Note: One of the primary uses of the 13D/G filings is to evaluate the ability of a firm to control a company (ie, the "beneficial ownership"). To that end, firms are required to report not just direct holdings in companies, but indirect holdings that they control. For investment firms, these indirect holdings can include shares in funds they manage, advisory accounts, and in the case of activist campaigns, pledged votes. Therefore, share counts listed in 13D/G filings can differ significantly than share counts listed in 13F filings.

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)
2026-05-15 2026-03-31 13F NEXTERA ENERGY COM 65339F101 119,667,918 1,085,136 0.92 11,114,756 16.75 0.3837
2026-02-13 2025-12-31 13F NEXTERA ENERGY COM 65339F101 118,582,782 4,243,603 3.71 9,519,826 10.29 0.3194
2025-11-14 2025-09-30 13F NEXTERA ENERGY COM 65339F101 114,339,179 2,017,487 1.80 8,631,465 10.70 0.2993
2025-08-14 2025-06-30 13F NEXTERA ENERGY COM 65339F101 112,321,692 1,594,140 1.44 7,797,372 -0.66 0.2922
2025-05-15 2025-03-31 13F NEXTERA ENERGY COM 65339F101 110,727,552 2,305,703 2.13 7,849,476 0.99 0.3235
2025-02-14 2024-12-31 13F NEXTERA ENERGY COM 65339F101 108,421,849 -866,212 -0.79 7,772,797 -15.86 0.3066
2024-11-14 2024-09-30 13F NEXTERA ENERGY COM 65339F101 109,288,061 2,778,315 2.61 9,238,120 22.49 0.3759
2024-08-14 2024-06-30 13F NEXTERA ENERGY COM 65339F101 106,509,746 1,326,994 1.26 7,541,955 12.19 0.3296
2024-05-15 2024-03-31 13F NEXTERA ENERGY COM 65339F101 105,182,752 -10,820,898 -9.33 6,722,230 -4.60 0.3005
2024-02-14 2023-12-31 13F NEXTERA ENERGY COM 65339F101 116,003,650 5,883,429 5.34 7,046,062 11.69 0.3427
2023-11-14 2023-09-30 13F NEXTERA ENERGY COM 65339F101 110,120,221 -1,365,549 -1.22 6,308,787 -23.74 0.3498
2023-08-14 2023-06-30 13F NEXTERA ENERGY COM 65339F101 111,485,770 2,895,216 2.67 8,272,244 -1.17 0.4344
2023-05-15 2023-03-31 13F NEXTERA ENERGY COM 65339F101 108,590,554 -4,693,421 -4.14 8,370,160 -11.62 0.4723
2023-05-15 2022-12-31 13F/A-99 NEXTERA ENERGY COM 65339F101 113,283,975 -1,079,106 -0.94 9,470,540 5.61 0.5565
2023-05-15 2022-12-31 13F NEXTERA ENERGY COM 65339F101 113,283,975 -1,079,106 9,470,540 0.5565
2022-11-15 2022-09-30 13F NEXTERA ENERGY COM 65339F101 114,363,081 1,398,224 1.24 8,967,209 2.48 0.5672
2022-08-15 2022-06-30 13F NEXTERA ENERGY COM 65339F101 112,964,857 5,351,422 4.97 8,750,258 -4.01 0.5243
2022-05-16 2022-03-31 13F NEXTERA ENERGY COM 65339F101 107,613,435 8,023,706 8.06 9,115,934 -1.95 0.4508
2022-02-14 2021-12-31 13F NEXTERA ENERGY COM 65339F101 99,589,729 295,951 0.30 9,297,697 19.25 0.4409
2021-11-15 2021-09-30 13F NEXTERA ENERGY COM 65339F101 99,293,778 2,059,314 2.12 7,796,547 9.42 0.4121
2021-08-16 2021-06-30 13F NEXTERA ENERGY COM 65339F101 97,234,464 151,638 0.16 7,125,342 -2.93 0.3756
2021-07-09 2021-03-31 13F/A-1 NEXTERA ENERGY COM 65339F101 97,082,826 -1,474,484 -1.50 7,340,432 -3.46 0.4209
2021-05-17 2021-03-31 13F NEXTERA ENERGY COM 65339F101 97,082,826 -1,474,484 7,340,432 0.4209
2021-02-16 2020-12-31 13F NEXTERA ENERGY COM 65339F101 98,557,310 73,029,742 286.08 7,603,696 7.31 0.4656
2020-11-10 2020-09-30 13F NEXTERA ENERGY COM 65339F101 25,527,568 -887,780 -3.36 7,085,432 11.68 0.4837
2020-08-14 2020-06-30 13F NEXTERA ENERGY COM 65339F101 26,415,348 -865,961 -3.17 6,344,174 -3.36 0.4612
2020-06-19 2020-03-31 13F/A-1 NEXTERA ENERGY COM 65339F101 27,281,309 561,879 2.10 6,564,429 1.45 0.5741
2020-05-11 2020-03-31 13F NEXTERA ENERGY COM 65339F101 27,281,309 26,453,309 6,564,429 576,489.0426
2020-02-06 2019-12-31 13F NEXTERA ENERGY COM 65339F101 26,719,430 1,194,658 4.68 6,470,377 8.80 0.4432
2019-11-14 2019-09-30 13F NEXTERA ENERGY COM 65339F101 25,524,772 24,768,961 3,277.14 5,947,017 11,888.99 0.4433
2019-08-14 2019-06-30 13F NEXTERA ENERGY UNIT 09/01/2019 65339F820 755,811 -62,000 -7.58 49,604 -2.84 0.0037
2019-08-14 2019-06-30 13F NEXTERA ENERGY COM 65339F101 25,126,109 499,395 5,147,335 0.3838
2019-05-15 2019-03-31 13F NEXTERA ENERGY UNIT 09/01/2019 65339F820 817,811 14,000 1.74 51,056 10.06 0.0040
2019-05-15 2019-03-31 13F NEXTERA ENERGY COM 65339F101 24,626,714 593,438 4,760,836 0.3714
2019-02-12 2018-12-31 13F NEXTERA ENERGY UNIT 09/01/2019 65339F820 803,811 -139,000 -14.74 46,388 -14.01 0.0042
2019-02-12 2018-12-31 13F NEXTERA ENERGY COM 65339F101 24,033,276 990,300 4,177,464 0.3803
2018-11-09 2018-09-30 13F NEXTERA ENERGY Conv Bond 65339F820 942,811 101,000 12.00 53,948 12.24 0.0041
2018-11-09 2018-09-30 13F NEXTERA ENERGY Common equity shares 65339F101 23,042,976 260,416 3,862,003 0.2966
2018-08-14 2018-06-30 13F NEXTERA ENERGY Conv Bond 65339F820 841,811 19,102 2.32 48,067 1.42 0.0040
2018-08-14 2018-06-30 13F NEXTERA ENERGY Conv Bond 65339F846 427,963 -413,848 31,781 0.0027
2018-08-14 2018-06-30 13F NEXTERA ENERGY Common equity shares 65339F101 22,782,560 -126,562 3,805,372 0.3181
2018-05-15 2018-03-31 13F NEXTERA ENERGY Conv Bond 65339F820 822,709 27,750 3.49 47,396 5.99 0.0040
2018-05-15 2018-03-31 13F NEXTERA ENERGY Conv Bond 65339F846 365,897 -456,812 26,645 0.0023
2018-05-15 2018-03-31 13F NEXTERA ENERGY Common equity shares 65339F101 22,909,122 -894,123 3,741,740 0.3177
2018-02-14 2017-12-31 13F NEXTERA ENERGY Conv Bond 65339F820 794,959 11,359 1.45 44,716 3.87 0.0036
2018-02-14 2017-12-31 13F NEXTERA ENERGY Conv Bond 65339F846 365,897 -429,062 25,525 0.0021
2018-02-14 2017-12-31 13F NEXTERA ENERGY Common equity shares 65339F101 23,803,245 -69,789 3,717,836 0.2990
2017-11-14 2017-09-30 13F NEXTERA ENERGY Conv Bond 65339F820 783,600 -189,500 -19.47 43,051 -17.46 0.0037
2017-11-14 2017-09-30 13F NEXTERA ENERGY Conv Bond 65339F846 365,897 -417,703 24,186 0.0021
2017-11-14 2017-09-30 13F NEXTERA ENERGY Common equity shares 65339F101 23,873,034 -215,125 3,498,593 0.3019
2017-08-14 2017-06-30 13F NEXTERA ENERGY Conv Bond 65339F820 973,100 81,500 9.14 52,158 15.61 0.0046
2017-08-14 2017-06-30 13F NEXTERA ENERGY Conv Bond 65339F846 450,397 -522,703 28,758 0.0025
2017-08-14 2017-06-30 13F NEXTERA ENERGY Common equity shares 65339F101 24,088,159 -613,473 3,375,461 0.2986
2017-05-15 2017-03-31 13F NEXTERA ENERGY Conv Bond 65339F820 891,600 133,600 17.63 45,115 21.59 0.0040
2017-05-15 2017-03-31 13F NEXTERA ENERGY Conv Bond 65339F846 434,700 -456,900 25,886 0.0023
2017-05-15 2017-03-31 13F NEXTERA ENERGY Common equity shares 65339F101 24,701,632 -180,309 3,170,949 0.2829
2017-02-09 2016-12-31 13F NEXTERA ENERGY Conv Bond 65339F820 758,000 -23,759,334 -96.91 37,104 -98.76 0.0035
2017-02-09 2016-12-31 13F NEXTERA ENERGY Conv Bond 65339F846 360,000 -398,000 20,664 0.0019
2017-02-09 2016-12-31 13F NEXTERA ENERGY Common equity shares 65339F101 24,881,941 364,607 2,972,395 0.2797
2017-01-13 2016-09-30 13F/A-1 NEXTERA ENERGY Common equity shares 65339F101 24,517,334 24,314,334 11,977.50 2,998,952 22,125.98 0.3022
2016-11-14 2016-09-30 13F NEXTERA ENERGY Common equity shares 65339F101 19,480,615 2,382,860
2016-08-12 2016-06-30 13F NEXTERA ENERGY Conv Bond 65339F861 203,000 0 0.00 13,493 9.68 0.0014
2016-08-12 2016-06-30 13F NEXTERA ENERGY Conv Bond 65339F846 282,000 79,000 17,907 0.0019
2016-08-12 2016-06-30 13F NEXTERA ENERGY Common equity shares 65339F101 24,124,733 199,315 3,145,876 0.3379
2016-05-20 2016-03-31 13F/A-1 NEXTERA ENERGY Conv Bond 65339F861 203,000 -20,475,895 -99.02 12,302 -99.43 0.0013
2016-05-20 2016-03-31 13F/A-1 NEXTERA ENERGY Conv Bond 65339F846 282,000 79,000 16,962 0.0018
2016-05-20 2016-03-31 13F/A-1 NEXTERA ENERGY Common equity shares 65339F101 23,925,418 3,246,523 2,831,331 0.3061
2016-05-12 2016-03-31 13F NEXTERA ENERGY Conv Bond 65339F861 203,000 12,302
2016-05-12 2016-03-31 13F NEXTERA ENERGY Conv Bond 65339F846 282,000 16,962
2016-05-12 2016-03-31 13F NEXTERA ENERGY Common equity shares 65339F101 23,925,418 2,831,331
2016-02-16 2015-12-31 13F NEXTERA ENERGY Common equity shares 65339F101 20,678,895 -581,349 -2.73 2,148,335 3.59 0.2348
2015-11-16 2015-09-30 13F NEXTERA ENERGY Common equity shares 65339F101 21,260,244 1,312,043 6.58 2,073,946 6.05 0.2414
2015-08-13 2015-06-30 13F NEXTERA ENERGY Common equity shares 65339F101 19,948,201 -1,203,209 -5.69 1,955,545 -11.14 0.2090
2015-05-15 2015-03-31 13F NEXTERA ENERGY Common equity shares 65339F101 21,151,410 -813,123 -3.70 2,200,805 -5.73 0.2258
2015-02-11 2014-12-31 13F NEXTERA ENERGY Common equity shares 65339F101 21,964,533 1,441,775 7.03 2,334,611 21.17 0.2325
2014-11-12 2014-09-30 13F/A-1 NEXTERA ENERGY Common equity shares 65339F101 20,522,758 -1,039,159 -4.82 1,926,673 -12.81 0.2073
2014-11-10 2014-09-30 13F NEXTERA ENERGY Common equity shares 65339F101 20,522,758 1,926,673
2014-08-12 2014-06-30 13F NEXTERA ENERGY Common equity shares 65339F101 21,561,917 1,713,690 8.63 2,209,664 16.43 0.2386
2014-05-15 2014-03-31 13F/A-1 NEXTERA ENERGY Common equity shares 65339F101 19,848,227 -17,438 -0.09 1,897,884 11.58 0.2157
2014-05-13 2014-03-31 13F NEXTERA ENERGY Common equity shares 65339F101 19,848,227 1,897,884
2014-02-06 2013-12-31 13F/A-1 NEXTERA ENERGY Common equity shares 65339F101 19,865,665 -198,632 -0.99 1,700,895 5.75 0.1892
2014-02-06 2013-12-31 13F NEXTERA ENERGY Common equity shares 65339F101 20,224,453 1,399,331
2013-11-12 2013-09-30 13F NEXTERA ENERGY Common equity shares 65339F101 20,064,297 -202,048 -1.00 1,608,343 -2.60 0.1982
2013-08-08 2013-06-30 13F NEXTERA ENERGY Common equity shares 65339F101 20,266,345 20,266,345 1,651,297 0.2153
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.