NextEra Energy, Inc.
AT ˙ WBAG ˙ US65339F1012
73,67 € ↓ -1,87 (-2,48%)
2026-06-03
DEL PRIS
SecurityAT:NEE / NextEra Energy, Inc.
InstitutionTrust Co
Latest Disclosed Ownership4,167 shares
Latest Disclosed Value $ 387,031
Trust Co reports 7.20% increase in ownership of NEE / NextEra Energy, Inc.

On April 13, 2026 - Trust Co filed a 13F-HR form disclosing ownership of 4,167 shares of NextEra Energy, Inc. (AT:NEE) valued at $331,068 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 15, 2026 disclosing 3,887 shares of NextEra Energy, Inc.. This represents a change in shares of 7.20% during the quarter. The current value of the position is $306,983 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)
2026-04-13 2026-03-31 13F NEXTERA ENERGY INC COM Stock 65339F101 4,167 280 7.20 387 24.04 0.0363
2026-01-15 2025-12-31 13F NEXTERA ENERGY INC COM Stock 65339F101 3,887 9 0.23 312 6.85 0.0293
2025-10-06 2025-09-30 13F Nextera Energy COM 65339F101 3,878 1,368 54.50 293 67.82 0.0299
2025-07-07 2025-06-30 13F Nextera Energy COM 65339F101 2,510 0 0.00 174 -1.69 0.0197
2025-04-08 2025-03-31 13F Nextera Energy COM 65339F101 2,510 350 16.20 178 14.94 0.0211
2025-01-14 2024-12-31 13F Nextera Energy COM 65339F101 2,160 0 0.00 155 -15.38 0.0177
2024-10-03 2024-09-30 13F Nextera Energy COM 65339F101 2,160 -100 -4.42 183 13.75 0.0220
2024-07-15 2024-06-30 13F Nextera Energy COM 65339F101 2,260 0 0.00 160 11.11 0.0207
2024-04-11 2024-03-31 13F Nextera Energy COM 65339F101 2,260 0 0.00 144 5.11 0.0190
2024-01-10 2023-12-31 13F Nextera Energy COM 65339F101 2,260 -5,600 -71.25 137 -69.56 0.0177
2023-12-04 2023-09-30 13F Nextera Energy COM 65339F101 7,860 -100 -1.26 450 -23.73 0.0726
2023-07-10 2023-06-30 13F Nextera Energy COM 65339F101 7,960 5,600 237.29 591 225.97 0.0881
2023-04-07 2023-03-31 13F Nextera Energy COM 65339F101 2,360 -148 -5.90 182 -13.81 0.0276
2023-01-09 2022-12-31 13F Nextera Energy COM 65339F101 2,508 148 6.27 0 -100.00 0.0340
2022-10-11 2022-09-30 13F Nextera Energy COM 65339F101 2,360 -100 -4.07 185 -3.14 0.0405
2022-07-06 2022-06-30 13F Nextera Energy COM 65339F101 2,460 0 0.00 191 -8.17 0.0412
2022-04-08 2022-03-31 13F Nextera Energy COM 65339F101 2,460 0 0.00 208 -9.57 0.0406
2022-01-14 2021-12-31 13F Nextera Energy COM 65339F101 2,460 0 0.00 230 19.17 0.0537
2021-10-20 2021-09-30 13F Nextera Energy COM 65339F101 2,460 -100 -3.91 193 2.66 0.0495
2021-07-14 2021-06-30 13F Nextera Energy COM 65339F101 2,560 0 0.00 188 -3.09 0.1319
2021-04-08 2021-03-31 13F Nextera Energy COM 65339F101 2,560 -124 -4.62 194 -6.28 0.1398
2021-01-12 2020-12-31 13F Nextera Energy COM 65339F101 2,684 2,044 319.38 207 16.29 0.1636
2020-10-06 2020-09-30 13F Nextera Energy COM 65339F101 640 0 0.00 178 15.58 0.1497
2020-07-17 2020-06-30 13F Nextera Energy COM 65339F101 640 0 0.00 154 0.00 0.1464
2020-04-07 2020-03-31 13F Nextera Energy COM 65339F101 640 0 0.00 154 -0.65 0.1698
2020-01-07 2019-12-31 13F Nextera Energy COM 65339F101 640 0 0.00 155 4.03 0.1363
2019-10-09 2019-09-30 13F Nextera Energy COM 65339F101 640 0 0.00 149 13.74 0.1407
2019-07-08 2019-06-30 13F Nextera Energy COM 65339F101 640 0 0.00 131 5.65 0.1206
2019-04-08 2019-03-31 13F Nextera Energy COM 65339F101 640 0 0.00 124 11.71 0.0723
2019-01-22 2018-12-31 13F Nextera Energy COM 65339F101 640 -222 -25.75 111 -22.92 0.0618
2018-10-09 2018-09-30 13F Nextera Energy COM 65339F101 862 0 0.00 144 0.00 0.0650
2018-07-10 2018-06-30 13F Nextera Energy COM 65339F101 862 0 0.00 144 2.13 0.0659
2018-04-09 2018-03-31 13F Nextera Energy COM 65339F101 862 -101 -10.49 141 -6.00 0.0521
2018-03-09 2017-12-31 13F/A-1 Nextera Energy COM 65339F101 963 100 11.59 150 19.05 0.0620
2018-01-11 2017-12-31 13F Nextera Energy COM 65339F101 963 100 150
2017-10-12 2017-09-30 13F Nextera Energy COM 65339F101 863 101 13.25 126 17.76 0.0693
2017-07-07 2017-06-30 13F Nextera Energy COM 65339F101 762 -73 -8.74 107 0.00 0.0495
2017-04-06 2017-03-31 13F Nextera Energy COM 65339F101 835 73 9.58 107 17.58 0.0486
2017-01-12 2016-12-31 13F Nextera Energy COM 65339F101 762 -24 -3.05 91 -5.21 0.0463
2016-10-19 2016-09-30 13F Nextera Energy NEXTERA ENERGY INC COM 65339F101 786 24 3.15 96 -3.03 0.0421
2016-07-08 2016-06-30 13F Nextera Energy COM 65339F101 762 0 0.00 99 10.00 0.0378
2016-04-08 2016-03-31 13F Nextera Energy COM 65339F101 762 0 0.00 90 13.92 0.0412
2016-01-26 2015-12-31 13F Nextera Energy COM 65339F101 762 -772 -50.33 79 -47.33 0.0367
2015-10-13 2015-09-30 13F Nextera Energy COM 65339F101 1,534 0 0.00 150 0.00 0.0851
2015-07-10 2015-06-30 13F Nextera Energy COM 65339F101 1,534 1,534 150 0.0937
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.