NextEra Energy, Inc.
US ˙ NYSE ˙ US65339F1012

SecurityNEE / NextEra Energy, Inc.
InstitutionJanney Capital Management LLC
Latest Disclosed Ownership140,582 shares
Latest Disclosed Value $ 11,286
Janney Capital Management LLC reports 2.71% decrease in ownership of NEE / NextEra Energy, Inc.

On February 11, 2026 - Janney Capital Management LLC filed a 13F-HR form disclosing ownership of 140,582 shares of NextEra Energy, Inc. (US:NEE) valued at $11,285,923 USD as of December 31, 2025. The entity filed a previous 13F-HR on October 27, 2025 disclosing 144,492 shares of NextEra Energy, Inc.. This represents a change in shares of -2.71% during the quarter. The current value of the position is $12,067,559 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)
2026-02-11 2025-12-31 13F NEXTERA ENERGY Common Stock 65339F101 140,582 -3,910 -2.71 11 10.00 0.7091
2025-10-27 2025-09-30 13F NEXTERA ENERGY Common Stock 65339F101 144,492 -100 -0.07 11 0.00 0.6791
2025-07-17 2025-06-30 13F NEXTERA ENERGY Common Stock 65339F101 144,592 -1,072 -0.74 10 0.00 0.6476
2025-04-21 2025-03-31 13F NEXTERA ENERGY Common Stock 65339F101 145,664 -5,153 -3.42 10 0.00 0.7105
2025-01-17 2024-12-31 13F NEXTERA ENERGY Common Stock 65339F101 150,817 109,016 260.80 11 233.33 0.7153
2024-10-29 2024-09-30 13F NEXTERA ENERGY Common Stock 65339F101 41,801 -367 -0.87 4 50.00 0.2384
2024-07-25 2024-06-30 13F NEXTERA ENERGY Common Stock 65339F101 42,168 -2,587 -5.78 3 0.00 0.2108
2024-05-01 2024-03-31 13F NEXTERA ENERGY Common Stock 65339F101 44,755 -1,918 -4.11 3 0.00 0.1902
2024-02-08 2023-12-31 13F NEXTERA ENERGY Common Stock 65339F101 46,673 4,047 9.49 3 0.00 0.1902
2023-11-08 2023-09-30 13F NEXTERA ENERGY Common Stock 65339F101 42,626 2,671 6.69 2 0.00 0.1880
2023-07-26 2023-06-30 13F NEXTERA ENERGY Common Stock 65339F101 39,955 2,681 7.19 3 0.00 0.2054
2023-04-28 2023-03-31 13F NEXTERA ENERGY Common Stock 65339F101 37,274 3,683 10.96 3 0.00 0.2161
2023-02-01 2022-12-31 13F NEXTERA ENERGY Common Stock 65339F101 33,591 6,529 24.13 3 -99.91 0.2006
2022-10-25 2022-09-30 13F NEXTERA ENERGY Common Stock 65339F101 27,062 3,958 17.13 2,122 18.55 0.1729
2022-08-03 2022-06-30 13F NEXTERA ENERGY Common Stock 65339F101 23,104 3,813 19.77 1,790 9.55 0.1436
2022-05-04 2022-03-31 13F NEXTERA ENERGY Common Stock 65339F101 19,291 2,406 14.25 1,634 3.68 0.1161
2022-01-27 2021-12-31 13F NEXTERA ENERGY Common Stock 65339F101 16,885 341 2.06 1,576 21.32 0.1026
2021-11-01 2021-09-30 13F NEXTERA ENERGY Common Stock 65339F101 16,544 137 0.84 1,299 8.07 0.0872
2021-07-26 2021-06-30 13F NEXTERA ENERGY Common Stock 65339F101 16,407 408 2.55 1,202 -0.66 0.0767
2021-04-27 2021-03-31 13F NEXTERA ENERGY Common Stock 65339F101 15,999 -301 -1.85 1,210 -3.82 0.0802
2021-01-25 2020-12-31 13F NEXTERA ENERGY Common Stock 65339F101 16,300 11,195 219.29 1,258 -11.22 0.0871
2020-11-06 2020-09-30 13F NEXTERA ENERGY Common Stock 65339F101 5,105 297 6.18 1,417 22.68 0.0967
2020-07-23 2020-06-30 13F NEXTERA ENERGY Common Stock 65339F101 4,808 1,146 31.29 1,155 31.10 0.0797
2020-04-30 2020-03-31 13F NEXTERA ENERGY Common Stock 65339F101 3,662 452 14.08 881 13.24 0.0674
2020-01-21 2019-12-31 13F NEXTERA ENERGY Common Stock 65339F101 3,210 341 11.89 778 16.29 0.0420
2019-10-28 2019-09-30 13F NEXTERA ENERGY Common Stock 65339F101 2,869 1,600 126.08 669 157.31 0.0373
2019-07-29 2019-06-30 13F NEXTERA ENERGY Common Stock 65339F101 1,269 1,269 260 0.0141
2019-02-01 2018-12-31 13F NEXTERA ENERGY Common Stock 65339F101 0 -191,449 -100.00 0 -100.00
2018-11-14 2018-09-30 13F NEXTERA ENERGY Common Stock 65339F101 191,449 191,449 32,087 0.2763
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.