Oakworth Capital, Inc. reports 1.93% increase in ownership of NEE / NextEra Energy, Inc.

NextEra Energy, Inc.

MX ˙ BMV ˙ US65339F1012

Security	MX:NEE / NextEra Energy, Inc.
Institution	Oakworth Capital, Inc.
Latest Disclosed Ownership	22,624 shares
Latest Disclosed Value	$ 2,101,317

On April 24, 2026 - Oakworth Capital, Inc. filed a 13F-HR form disclosing ownership of 22,624 shares of NextEra Energy, Inc. (MX:NEE) valued at $2,101,317 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 22,195 shares of NextEra Energy, Inc.. This represents a change in shares of 1.93% during the quarter.

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	Reported Shares	ΔShares	ΔShares (%)	Reported Value (x1000)	ΔValue (%)	Alloc (%)
2026-04-24	2026-03-31	13F	NEXTERA ENERGY	COMMON STOCK	65339F101	22,624	429	1.93	2,101	17.97	0.0531
2026-01-30	2025-12-31	13F	NEXTERA ENERGY	COMMON STOCK	65339F101	22,195	205	0.93	1,782	7.29	0.0973
2025-11-04	2025-09-30	13F	NEXTERA ENERGY	COMMON STOCK	65339F101	21,990	-3	-0.01	1,660	8.78	0.0959
2025-07-17	2025-06-30	13F	NEXTERA ENERGY	COMMON STOCK	65339F101	21,993	-1,804	-7.58	1,527	-9.49	0.0984
2025-04-24	2025-03-31	13F	NEXTERA ENERGY	COMMON STOCK	65339F101	23,797	1,161	5.13	1,687	3.95	0.1175
2025-01-27	2024-12-31	13F	NEXTERA ENERGY	COMMON STOCK	65339F101	22,636	-321	-1.40	1,623	-16.39	0.1116
2024-10-21	2024-09-30	13F	NEXTERA ENERGY	COMMON STOCK	65339F101	22,957	1,304	6.02	1,941	26.55	0.1345
2024-07-19	2024-06-30	13F	NEXTERA ENERGY	COMMON STOCK	65339F101	21,653	-112	-0.51	1,533	10.21	0.1120
2024-04-22	2024-03-31	13F	NEXTERA ENERGY	COMMON STOCK	65339F101	21,765	-3,311	-13.20	1,391	-8.67	0.1047
2024-01-31	2023-12-31	13F	NEXTERA ENERGY	COMMON STOCK	65339F101	25,076	-4,919	-16.40	1,523	-11.35	0.1221
2023-10-31	2023-09-30	13F	NEXTERA ENERGY	COMMON STOCK	65339F101	29,995	-145	-0.48	1,718	-23.17	0.1562
2023-07-28	2023-06-30	13F	NEXTERA ENERGY	COMMON STOCK	65339F101	30,140	-1,546	-4.88	2,236	-8.44	0.1900
2023-05-02	2023-03-31	13F	NEXTERA ENERGY	COMMON STOCK	65339F101	31,686	1,093	3.57	2,442	-4.50	0.2184
2023-02-03	2022-12-31	13F	NEXTERA ENERGY	COMMON STOCK	65339F101	30,593	-117	-0.38	2,558	6.23	0.2454
2022-10-31	2022-09-30	13F	NEXTERA ENERGY	COMMON STOCK	65339F101	30,710	189	0.62	2,407	1.82	0.2662
2022-08-05	2022-06-30	13F	NEXTERA ENERGY	COMMON STOCK	65339F101	30,521	0	0.00	2,364	-8.58	0.2378
2022-04-11	2022-03-31	13F	NEXTERA ENERGY	COMMON STOCK	65339F101	30,521	-1,300	-4.09	2,586	-12.96	0.2228
2022-02-07	2021-12-31	13F	NEXTERA ENERGY	COMMON STOCK	65339F101	31,821	1,263	4.13	2,971	23.79	0.2526
2021-11-10	2021-09-30	13F	NEXTERA ENERGY	COMMON STOCK	65339F101	30,558	-428	-1.38	2,400	5.73	0.2318
2021-07-20	2021-06-30	13F	NEXTERA ENERGY	COMMON STOCK	65339F101	30,986	400	1.31	2,270	-1.86	0.2262
2021-04-30	2021-03-31	13F	NEXTERA ENERGY	COMMON STOCK	65339F101	30,586	690	2.31	2,313	0.30	0.2627
2021-02-12	2020-12-31	13F	NEXTERA ENERGY	COMMON STOCK	65339F101	29,896	22,327	294.98	2,306	9.76	0.2987
2020-11-09	2020-09-30	13F	NEXTERA ENERGY	COMMON STOCK	65339F101	7,569	7	0.09	2,101	15.69	0.3407
2020-08-11	2020-06-30	13F	NEXTERA ENERGY	COMMON STOCK	65339F101	7,562	21	0.28	1,816	0.06	0.3262
2020-05-07	2020-03-31	13F	NEXTERA ENERGY	COMMON STOCK	65339F101	7,541	2,044	37.18	1,815	36.88	0.4264
2020-01-31	2019-12-31	13F	NEXTERA ENERGY	COMMON STOCK	65339F101	5,497	1,596	40.91	1,326	45.87	0.2328
2019-11-13	2019-09-30	13F	NEXTERA ENERGY	COMMON STOCK	65339F101	3,901	-210	-5.11	909	7.96	0.1763
2019-08-02	2019-06-30	13F	NEXTERA ENERGY	COMMON STOCK	65339F101	4,111	108	2.70	842	8.79	0.1604
2019-05-06	2019-03-31	13F	NEXTERA ENERGY	COMMON STOCK	65339F101	4,003	0	0.00	774	11.21	0.1585
2019-02-13	2018-12-31	13F	NEXTERA ENERGY	COMMON STOCK	65339F101	4,003	445	12.51	696	16.78	0.1586
2018-10-25	2018-09-30	13F	NEXTERA ENERGY, INC. COM	COMMON STOCK	65339F101	3,558	346	10.77	596	11.19	0.1192
2018-08-07	2018-06-30	13F	NEXTERA ENERGY, INC. COM	COMMON STOCK	65339F101	3,212	60	1.90	536	3.88	0.1112
2018-05-09	2018-03-31	13F	NEXTERA ENERGY, INC. COM	COMMON STOCK	65339F101	3,152	0	0.00	516	3.61	0.1233
2018-01-22	2017-12-31	13F	NEXTERA ENERGY, INC. COM	COMMON STOCK	65339F101	3,152	361	12.93	498	18.57	0.1172
2017-11-08	2017-09-30	13F	NEXTERA ENERGY, INC. COM	COMMON STOCK	65339F101	2,791	0	0.00	420	7.42	0.1079
2017-07-31	2017-06-30	13F	NEXTERA ENERGY, INC. COM	COMMON STOCK	65339F101	2,791	304	12.22	391	22.19	0.1071
2017-04-26	2017-03-31	13F	NEXTERA ENERGY, INC. COM	COMMON STOCK	65339F101	2,487	200	8.75	320	22.61	0.0926
2017-01-27	2016-12-31	13F	NEXTERA ENERGY, INC. COM	COMMON STOCK	65339F101	2,287	0	0.00	261	-6.79	0.0858
2016-10-24	2016-09-30	13F	NEXTERA ENERGY, INC. COM	COMMON STOCK	65339F101	2,287	78	3.53	280	5.66	0.0970
2016-07-20	2016-06-30	13F	NEXTERA ENERGY, INC. COM	COMMON STOCK	65339F101	2,209	100	4.74	265	6.00	0.0991
2016-05-13	2016-03-31	13F	NEXTERA ENERGY, INC. COM	COMMON STOCK	65339F101	2,109	252	13.57	250	29.53	0.0999
2016-01-26	2015-12-31	13F	NEXTERA ENERGY, INC. COM	COMMON STOCK	65339F101	1,857	-1,272	-40.65	193	-36.72	0.0803
2015-10-29	2015-09-30	13F	NEXTERA ENERGY, INC. COM	COMMON STOCK	65339F101	3,129	0	0.00	305	-7.29	0.1606
2015-08-14	2015-06-30	13F/A-1	NEXTERA ENERGY, INC. COM	COMMON STOCK	65339F101	3,129	0	0.00	329	4.11	0.1557
2015-07-14	2015-06-30	13F	NEXTERA ENERGY, INC. COM	COMMON STOCK	65339F101	3,129			321
2015-05-12	2015-03-31	13F	NEXTERA ENERGY, INC. COM	COMMON STOCK	65339F101	3,129	0	0.00	316	-5.11	0.1460
2015-02-24	2014-12-31	13F	NEXTERA ENERGY, INC. COM	COMMON STOCK	65339F101	3,129	0	0.00	333	8.12	0.1723
2014-10-09	2014-09-30	13F	NEXTERA ENERGY, INC. COM	COMMON STOCK	65339F101	3,129	0	0.00	308	-4.05	0.1807
2014-07-14	2014-06-30	13F	NEXTERA ENERGY, INC. COM	COMMON STOCK	65339F101	3,129	0	0.00	321	7.36	0.1952
2014-04-10	2014-03-31	13F	NEXTERA ENERGY, INC. COM	COMMON STOCK	65339F101	3,129	2,729	682.25	299	779.41	0.1957
2014-01-27	2013-12-31	13F	NEXTERA ENERGY, INC. COM	COMMON STOCK	65339F101	400	400		34		0.0240

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.