NextEra Energy, Inc.
US ˙ NYSE ˙ US65339F1012

SecurityNEE / NextEra Energy, Inc.
InstitutionAtlantic Trust, LLC
Latest Disclosed Ownership24,103 shares
Latest Disclosed Value $ 2,238,700
Atlantic Trust, LLC reports 1.16% decrease in ownership of NEE / NextEra Energy, Inc.

On May 6, 2026 - Atlantic Trust, LLC filed a 13F-HR form disclosing ownership of 24,103 shares of NextEra Energy, Inc. (US:NEE) valued at $2,238,687 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 24,385 shares of NextEra Energy, Inc.. This represents a change in shares of -1.16% during the quarter. The current value of the position is $2,038,632 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)
2026-05-06 2026-03-31 13F NEXTERA ENERGY COM 65339F101 24,103 -282 -1.16 2,239 14.36 0.3650
2026-02-09 2025-12-31 13F NEXTERA ENERGY COM 65339F101 24,385 213 0.88 1,958 7.29 0.3082
2025-11-10 2025-09-30 13F NEXTERA ENERGY COM 65339F101 24,172 -278 -1.14 1,825 7.48 0.3118
2025-08-08 2025-06-30 13F NEXTERA ENERGY COM 65339F101 24,450 657 2.76 1,697 0.65 0.3211
2025-05-09 2025-03-31 13F NextEra Energy Com 65339F101 23,793 31 0.13 1,687 -1.00 0.3754
2025-02-10 2024-12-31 13F NEXTERA ENERGY COM 65339F101 23,762 6,456 37.30 1,703 16.48 0.3682
2024-11-13 2024-09-30 13F NEXTERA ENERGY COM 65339F101 17,306 -844 -4.65 1,463 13.77 0.3502
2024-08-09 2024-06-30 13F NEXTERA ENERGY COM 65339F101 18,150 31 0.17 1,285 11.06 0.3196
2024-05-10 2024-03-31 13F NEXTERA ENERGY COM 65339F101 18,119 -857 -4.52 1,158 0.43 0.3028
2024-02-06 2023-12-31 13F NEXTERA ENERGY COM 65339F101 18,976 -90 -0.47 1,153 5.49 0.3152
2023-11-13 2023-09-30 13F NEXTERA ENERGY COM 65339F101 19,066 -6,172 -24.46 1,092 -42.22 0.3593
2023-08-08 2023-06-30 13F NextEra Energy Com 65339F101 25,238 28 0.11 1,891 -2.73 0.6072
2023-05-10 2023-03-31 13F NextEra Energy COM 65339F101 25,210 -42,171 -62.59 1,943 38,760.00 0.6200
2023-02-01 2022-12-31 13F NEXTERA ENERGY COM 65339F101 67,381 1,976 3.02 6 -99.90 1.8782
2022-11-14 2022-09-30 13F NEXTERA ENERGY COM 65339F101 65,405 17,904 37.69 5,127 39.36 1.7841
2022-08-11 2022-06-30 13F NextEra Energy COM 65339F101 47,501 2,045 4.50 3,679 -4.47 2.7979
2022-05-16 2022-03-31 13F NextEra Energy COM 65339F101 45,456 2,430 5.65 3,851 -4.11 2.4971
2022-02-09 2021-12-31 13F NextEra Energy Com 65339F101 43,026 -566 -1.30 4,016 17.32 2.3693
2021-11-02 2021-09-30 13F NextEra Energy Com 65339F101 43,592 24,816 132.17 3,423 148.76 2.1677
2021-08-12 2021-06-30 13F NextEra Energy Com 65339F101 18,776 260 1.40 1,376 -1.71 0.8976
2021-04-30 2021-03-31 13F NextEra Energy Com 65339F101 18,516 2,216 13.60 1,400 11.29 1.0366
2021-02-16 2020-12-31 13F NextEra Energy Com 65339F101 16,300 12,240 301.48 1,258 11.62 0.7480
2020-10-23 2020-09-30 13F NextEra Energy Com 65339F101 4,060 -10 -0.25 1,127 15.35 0.8951
2020-08-17 2020-06-30 13F NextEra Energy Com 65339F101 4,070 -7,516 -64.87 977 -64.96 0.8231
2020-05-12 2020-03-31 13F NextEra Energy Com 65339F101 11,586 -436 -3.63 2,788 -4.23 2.5218
2020-02-03 2019-12-31 13F NextEra Energy Com 65339F101 12,022 -556 -4.42 2,911 -0.68 2.1327
2019-11-07 2019-09-30 13F NextEra Energy Com 65339F101 12,578 6 0.05 2,931 13.78 2.2847
2019-07-31 2019-06-30 13F NextEra Energy Com 65339F101 12,572 1,123 9.81 2,576 16.35 2.0567
2019-05-13 2019-03-31 13F NextEra Energy Com 65339F101 11,449 10,256 859.68 2,214 969.57 1.8477
2019-02-13 2018-12-31 13F/A-1 NextEra Energy Com 65339F101 1,193 62 5.48 207 8.95 0.1924
2019-02-13 2018-12-31 13F NextEra Energy Com 65339F101 1,193 207
2018-11-15 2018-09-30 13F NextEra Energy COM 65339F101 1,131 31 2.82 190 3.26 0.1458
2018-08-20 2018-06-30 13F NextEra Energy Com 65339F101 1,100 1,100 184 0.1643
2018-05-15 2018-03-31 13F NextEra Energy Com 65339F101 0 -1,100 -100.00 0 -100.00
2018-02-14 2017-12-31 13F NextEra Energy Com 65339F101 1,100 0 0.00 172 6.83 0.1176
2017-11-17 2017-09-30 13F NextEra Energy Com 65339F101 1,100 0 0.00 161 4.55 0.1198
2017-08-21 2017-06-30 13F NextEra Energy Com 65339F101 1,100 1,100 154 0.1215
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.