NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionPinnacle Associates Ltd
Latest Disclosed Ownership266,353 shares
Latest Disclosed Value $ 24,738,857
Pinnacle Associates Ltd reports 0.36% increase in ownership of NEE / NextEra Energy, Inc.

On April 21, 2026 - Pinnacle Associates Ltd filed a 13F-HR form disclosing ownership of 266,353 shares of NextEra Energy, Inc. (MX:NEE) valued at $24,738,857 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 265,394 shares of NextEra Energy, Inc.. This represents a change in shares of 0.36% 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.

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)
2026-04-21 2026-03-31 13F NEXTERA ENERGY COM 65339F101 266,353 959 0.36 24,739 16.11 0.3171
2026-02-05 2025-12-31 13F NEXTERA ENERGY COM 65339F101 265,394 -4,535 -1.68 21,306 4.56 0.2734
2025-11-13 2025-09-30 13F NEXTERA ENERGY COM 65339F101 269,929 -266 -0.10 20,377 8.64 0.2704
2025-08-04 2025-06-30 13F NEXTERA ENERGY COM 65339F101 270,195 -3,701 -1.35 18,757 -3.40 0.2716
2025-05-06 2025-03-31 13F NEXTERA ENERGY COM 65339F101 273,896 -3,940 -1.42 19,416 -2.52 0.2845
2025-02-14 2024-12-31 13F NEXTERA ENERGY COM 65339F101 277,836 36,917 15.32 19,918 36.12 0.2702
2024-10-25 2024-09-30 13F NEXTERA ENERGY COM 65339F101 240,919 -21,228 -8.10 14,633 -21.17 0.2488
2024-07-30 2024-06-30 13F NEXTERA ENERGY COM 65339F101 262,147 27,579 11.76 18,563 23.82 0.2906
2024-04-26 2024-03-31 13F NEXTERA ENERGY COM 65339F101 234,568 -6,351 -2.64 14,991 2.45 0.2363
2024-01-19 2023-12-31 13F NEXTERA ENERGY COM 65339F101 240,919 24,591 11.37 14,633 18.07 0.2462
2023-10-24 2023-09-30 13F NEXTERA ENERGY COM 65339F101 216,328 3,207 1.50 12,393 -21.63 0.2304
2023-07-27 2023-06-30 13F NEXTERA ENERGY COM 65339F101 213,121 -3,611 -1.67 15,814 -5.34 0.2744
2023-05-05 2023-03-31 13F NEXTERA ENERGY COM 65339F101 216,732 -2,835 -1.29 16,706 -8.99 0.3417
2023-02-01 2022-12-31 13F/A-1 NEXTERA ENERGY COM 65339F101 219,567 1,905 0.88 18,356 7.55 0.4000
2023-01-25 2022-12-31 13F NEXTERA ENERGY COM 65339F101 217,868 206 18,593 0.0004
2022-11-01 2022-09-30 13F NEXTERA ENERGY COM 65339F101 217,662 -2,294 -1.04 17,067 0.17 0.3917
2022-08-02 2022-06-30 13F NEXTERA ENERGY COM 65339F101 219,956 -2,769 -1.24 17,038 -9.69 0.3715
2022-05-05 2022-03-31 13F NEXTERA ENERGY COM 65339F101 222,725 -150 -0.07 18,867 -9.33 0.3340
2022-02-02 2021-12-31 13F NEXTERA ENERGY COM 65339F101 222,875 160 0.07 20,808 18.98 0.3589
2021-10-19 2021-09-30 13F NEXTERA ENERGY COM 65339F101 222,715 -4,066 -1.79 17,488 5.23 0.3224
2021-08-02 2021-06-30 13F NEXTERA ENERGY COM 65339F101 226,781 -2,055 -0.90 16,619 -3.95 0.3005
2021-05-12 2021-03-31 13F NEXTERA ENERGY COM 65339F101 228,836 15,257 7.14 17,302 5.00 0.3300
2021-01-26 2020-12-31 13F NEXTERA ENERGY COM 65339F101 213,579 157,986 284.18 16,478 6.79 0.3346
2020-10-23 2020-09-30 13F NEXTERA ENERGY COM 65339F101 55,593 -149 -0.27 15,430 15.26 0.3665
2020-08-14 2020-06-30 13F NEXTERA ENERGY COM 65339F101 55,742 155 0.28 13,387 0.09 0.3301
2020-05-13 2020-03-31 13F NEXTERA ENERGY COM 65339F101 55,587 -1,595 -2.79 13,375 -3.41 0.4063
2020-02-03 2019-12-31 13F NEXTERA ENERGY COM 65339F101 57,182 -1,649 -2.80 13,847 1.02 0.3032
2019-11-08 2019-09-30 13F NEXTERA ENERGY COM 65339F101 58,831 -1,020 -1.70 13,707 11.79 0.3229
2019-08-05 2019-06-30 13F NEXTERA ENERGY COM 65339F101 59,851 340 0.57 12,261 6.57 0.2871
2019-05-10 2019-03-31 13F NEXTERA ENERGY COM 65339F101 59,511 -533 -0.89 11,505 10.23 0.2599
2019-02-05 2018-12-31 13F NEXTERA ENERGY COM 65339F101 60,044 -939 -1.54 10,437 2.11 0.2694
2018-11-09 2018-09-30 13F NEXTERA ENERGY COM 65339F101 60,983 -680 -1.10 10,221 -0.77 0.2121
2018-08-08 2018-06-30 13F NEXTERA ENERGY COM 65339F101 61,663 -1,966 -3.09 10,300 -0.89 0.2119
2018-05-11 2018-03-31 13F NEXTERA ENERGY COM 65339F101 63,629 -4,309 -6.34 10,393 -2.05 0.2037
2018-02-12 2017-12-31 13F NEXTERA ENERGY COM 65339F101 67,938 -1,867 -2.67 10,611 3.72 0.2039
2017-11-13 2017-09-30 13F NEXTERA ENERGY COM 65339F101 69,805 -17 -0.02 10,230 4.56 0.1886
2017-08-09 2017-06-30 13F NEXTERA ENERGY COM 65339F101 69,822 -895 -1.27 9,784 7.78 0.1880
2017-05-09 2017-03-31 13F NEXTERA ENERGY COM 65339F101 70,717 -3,336 -4.50 9,078 2.62 0.1734
2017-02-10 2016-12-31 13F NEXTERA ENERGY COM 65339F101 74,053 -4,686 -5.95 8,846 -8.15 0.1785
2016-11-14 2016-09-30 13F NEXTERA ENERGY COM 65339F101 78,739 -2,814 -3.45 9,631 -9.44 0.1932
2016-08-15 2016-06-30 13F NEXTERA ENERGY COM 65339F101 81,553 -2,601 -3.09 10,635 6.79 0.2292
2016-05-13 2016-03-31 13F NEXTERA ENERGY COM 65339F101 84,154 -1,823 -2.12 9,959 11.50 0.2130
2016-02-11 2015-12-31 13F/A-1 NEXTERA ENERGY COM 65339F101 85,977 -476 -0.55 8,932 5.92 0.1874
2016-02-09 2015-12-31 13F NEXTERA ENERGY COM 65339F101 85,977 -476 8,932 0.1909
2015-11-10 2015-09-30 13F NEXTERA ENERGY COM 65339F101 86,453 -5,112 -5.58 8,433 -6.05 0.1866
2015-08-12 2015-06-30 13F NEXTERA ENERGY COM 65339F101 91,565 -4,092 -4.28 8,976 -9.82 0.1666
2015-05-15 2015-03-31 13F Nextera Energy COM 65339F101 95,657 -2,561 -2.61 9,953 -4.66 0.1857
2015-02-12 2014-12-31 13F Nextera Energy COM 65339F101 98,218 -7,192 -6.82 10,440 5.50 0.2047
2014-11-12 2014-09-30 13F Nextera Energy COM 65339F101 105,410 -1,607 -1.50 9,896 -9.77 0.2015
2014-08-14 2014-06-30 13F Nextera Energy COM 65339F101 107,017 -3,070 -2.79 10,967 4.18 0.2141
2014-05-14 2014-03-31 13F Nextera Energy COM 65339F101 110,087 -1,373 -1.23 10,527 10.31 0.2053
2014-02-12 2013-12-31 13F Nextera Energy COM 65339F101 111,460 -3,908 -3.39 9,543 3.19 0.1863
2013-11-14 2013-09-30 13F Nextera Energy COM 65339F101 115,368 -8,666 -6.99 9,248 -8.49 0.1913
2013-08-13 2013-06-30 13F Nextera Energy COM 65339F101 124,034 124,034 10,106 0.2271
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.