NextEra Energy, Inc.
AT ˙ WBAG ˙ US65339F1012
73,67 € ↓ -1,87 (-2,48%)
2026-06-03
DEL PRIS
SecurityAT:NEE / NextEra Energy, Inc.
InstitutionTranquility Partners, LLC
Latest Disclosed Ownership11,344 shares
Latest Disclosed Value $ 1,053,659
Tranquility Partners, LLC reports 4.80% decrease in ownership of NEE / NextEra Energy, Inc.

On April 20, 2026 - Tranquility Partners, LLC filed a 13F-HR form disclosing ownership of 11,344 shares of NextEra Energy, Inc. (AT:NEE) valued at $901,281 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 11,916 shares of NextEra Energy, Inc.. This represents a change in shares of -4.80% during the quarter. The current value of the position is $835,712 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)
2026-04-20 2026-03-31 13F NEXTERA ENERGY COM 65339F101 11,344 -572 -4.80 1,054 10.15 0.3975
2026-02-03 2025-12-31 13F NEXTERA ENERGY COM 65339F101 11,916 -2,100 -14.98 957 -9.64 0.3446
2025-10-30 2025-09-30 13F NEXTERA ENERGY COM 65339F101 14,016 -3,997 -22.19 1,058 -15.36 0.3572
2025-07-25 2025-06-30 13F NEXTERA ENERGY COM 65339F101 18,013 3,463 23.80 1,250 21.24 0.4466
2025-04-24 2025-03-31 13F NEXTERA ENERGY COM 65339F101 14,550 210 1.46 1,031 0.29 0.3983
2025-01-29 2024-12-31 13F NEXTERA ENERGY COM 65339F101 14,340 -205 -1.41 1,028 -16.35 0.3866
2024-11-07 2024-09-30 13F NEXTERA ENERGY COM 65339F101 14,545 -1,398 -8.77 1,229 8.95 0.4458
2024-07-25 2024-06-30 13F NEXTERA ENERGY COM 65339F101 15,943 -27 -0.17 1,129 10.59 0.4343
2024-05-07 2024-03-31 13F NEXTERA ENERGY COM 65339F101 15,970 -3,148 -16.47 1,021 -12.14 0.3945
2024-01-31 2023-12-31 13F NEXTERA ENERGY COM 65339F101 19,118 6,218 48.20 1,161 57.10 0.4868
2023-10-31 2023-09-30 13F NEXTERA ENERGY COM 65339F101 12,900 -2,414 -15.76 739 -34.95 0.3168
2023-07-17 2023-06-30 13F NEXTERA ENERGY COM 65339F101 15,314 376 2.52 1,136 -1.30 0.4895
2023-05-08 2023-03-31 13F NEXTERA ENERGY COM 65339F101 14,938 2,423 19.36 1,151 10.04 0.5486
2023-02-02 2022-12-31 13F NEXTERA ENERGY COM 65339F101 12,515 -124 -0.98 1,046 5.55 0.5322
2022-11-01 2022-09-30 13F NEXTERA ENERGY COM 65339F101 12,639 -944 -6.95 991 -5.80 0.5515
2022-08-01 2022-06-30 13F NEXTERA ENERGY COM 65339F101 13,583 521 3.99 1,052 -4.88 0.5442
2022-04-29 2022-03-31 13F NEXTERA ENERGY COM 65339F101 13,062 573 4.59 1,106 -5.15 0.5179
2022-01-31 2021-12-31 13F NEXTERA ENERGY COM 65339F101 12,489 341 2.81 1,166 22.22 0.5396
2021-10-20 2021-09-30 13F NEXTERA ENERGY COM 65339F101 12,148 186 1.55 954 8.78 0.4841
2021-07-23 2021-06-30 13F NEXTERA ENERGY COM 65339F101 11,962 -40 -0.33 877 -3.31 0.4927
2021-04-30 2021-03-31 13F NEXTERA ENERGY COM 65339F101 12,002 342 2.93 907 0.78 0.5641
2021-01-29 2020-12-31 13F NEXTERA ENERGY COM 65339F101 11,660 8,745 300.00 900 11.25 0.6359
2020-11-10 2020-09-30 13F NEXTERA ENERGY COM 65339F101 2,915 -7 -0.24 809 15.24 0.6874
2020-07-29 2020-06-30 13F NEXTERA ENERGY COM 65339F101 2,922 -40 -1.35 702 -1.54 0.6610
2020-04-20 2020-03-31 13F NEXTERA ENERGY COM 65339F101 2,962 1,315 79.84 713 78.70 0.8206
2020-02-03 2019-12-31 13F NEXTERA ENERGY COM 65339F101 1,647 1,647 399 0.3602
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.