NextEra Energy, Inc.
US ˙ NYSE ˙ US65339F1012

SecurityNEE / NextEra Energy, Inc.
InstitutionSavant Capital, LLC
Latest Disclosed Ownership110,120 shares
Latest Disclosed Value $ 10,227,939
Savant Capital, LLC reports 12.83% increase in ownership of NEE / NextEra Energy, Inc.

On May 4, 2026 - Savant Capital, LLC filed a 13F-HR form disclosing ownership of 110,120 shares of NextEra Energy, Inc. (US:NEE) valued at $10,227,946 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 97,598 shares of NextEra Energy, Inc.. This represents a change in shares of 12.83% during the quarter. The current value of the position is $9,313,950 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)
2026-05-04 2026-03-31 13F NEXTERA ENERGY COM 65339F101 110,120 12,522 12.83 10,228 30.53 0.0494
2026-02-10 2025-12-31 13F NEXTERA ENERGY COM 65339F101 97,598 -548 -0.56 7,835 5.75 0.0446
2026-03-04 2025-09-30 13F/A-1 NEXTERA ENERGY COM 65339F101 98,146 627 0.64 7,409 9.45 0.0450
2025-11-05 2025-09-30 13F NEXTERA ENERGY COM 65339F101 142,868 -7,168 10,785 0.0571
2026-03-04 2025-06-30 13F/A-1 NEXTERA ENERGY COM 65339F101 97,519 3,042 3.22 6,770 1.08 0.0486
2025-08-06 2025-06-30 13F NEXTERA ENERGY COM 65339F101 150,036 -1,655 10,415 0.0646
2026-03-04 2025-03-31 13F/A-1 NEXTERA ENERGY COM 65339F101 94,477 -33,419 -26.13 6,698 -26.95 0.0567
2025-05-08 2025-03-31 13F NEXTERA ENERGY COM 65339F101 151,691 23,795 10,753 0.0780
2025-01-29 2024-12-31 13F NEXTERA ENERGY COM 65339F101 127,896 -308 -0.24 9,169 -15.40 0.0721
2024-11-04 2024-09-30 13F NEXTERA ENERGY COM 65339F101 128,204 11,225 9.60 10,837 30.83 0.0899
2024-08-05 2024-06-30 13F NEXTERA ENERGY COM 65339F101 116,979 7,480 6.83 8,283 18.36 0.0829
2024-05-06 2024-03-31 13F NEXTERA ENERGY COM 65339F101 109,499 41,186 60.29 6,998 68.67 0.0803
2024-02-05 2023-12-31 13F NEXTERA ENERGY COM 65339F101 68,313 -3,618 -5.03 4,149 0.70 0.0535
2023-11-07 2023-09-30 13F NEXTERA ENERGY COM 65339F101 71,931 898 1.26 4,121 -21.82 0.0615
2023-08-04 2023-06-30 13F NEXTERA ENERGY COM 65339F101 71,033 17,506 32.70 5,271 27.76 0.0824
2023-05-03 2023-03-31 13F NEXTERA ENERGY COM 65339F101 53,527 10,969 25.77 4,126 26.38 0.0768
2023-02-13 2022-12-31 13F/A-1 NEXTERA ENERGY COM 65339F101 42,558 2,926 7.38 3,265 5.02 0.0798
2023-02-07 2022-12-31 13F NEXTERA ENERGY COM 65339F101 42,558 2,926 3,265 0.0797
2022-10-31 2022-09-30 13F NEXTERA ENERGY COM 65339F101 39,632 -8,065 -16.91 3,108 -15.89 0.0968
2022-07-22 2022-06-30 13F NEXTERA ENERGY COM 65339F101 47,697 2,317 5.11 3,695 -3.88 0.1121
2022-05-05 2022-03-31 13F NEXTERA ENERGY COM 65339F101 45,380 5,244 13.07 3,844 2.59 0.1259
2022-02-08 2021-12-31 13F NEXTERA ENERGY COM 65339F101 40,136 -3,175 -7.33 3,747 10.17 0.1212
2021-11-12 2021-09-30 13F NEXTERA ENERGY COM 65339F101 43,311 11,990 38.28 3,401 48.19 0.1241
2021-08-04 2021-06-30 13F NEXTERA ENERGY COM 65339F101 31,321 944 3.11 2,295 -0.09 0.0926
2021-05-04 2021-03-31 13F NEXTERA ENERGY COM 65339F101 30,377 -770 -2.47 2,297 -4.41 0.1231
2021-02-03 2020-12-31 13F NEXTERA ENERGY COM 65339F101 31,147 22,623 265.40 2,403 1.56 0.1398
2020-11-04 2020-09-30 13F NEXTERA ENERGY COM 65339F101 8,524 58 0.69 2,366 16.38 0.1618
2020-08-11 2020-06-30 13F NEXTERA ENERGY COM 65339F101 8,466 -57 -0.67 2,033 -0.88 0.1539
2020-04-30 2020-03-31 13F NEXTERA ENERGY COM 65339F101 8,523 312 3.80 2,051 3.17 0.1946
2020-01-31 2019-12-31 13F NEXTERA ENERGY COM 65339F101 8,211 39 0.48 1,988 4.41 0.2438
2019-11-12 2019-09-30 13F NEXTERA ENERGY COM 65339F101 8,172 -68 -0.83 1,904 12.80 0.2644
2019-08-06 2019-06-30 13F NEXTERA ENERGY COM 65339F101 8,240 1,617 24.41 1,688 31.88 0.2378
2019-05-02 2019-03-31 13F NEXTERA ENERGY COM 65339F101 6,623 155 2.40 1,280 13.88 0.2403
2019-02-05 2018-12-31 13F NEXTERA ENERGY COM 65339F101 6,468 120 1.89 1,124 5.64 0.2353
2018-10-22 2018-09-30 13F NEXTERA ENERGY COM 65339F101 6,348 506 8.66 1,064 9.02 0.1910
2018-08-07 2018-06-30 13F NEXTERA ENERGY COM 65339F101 5,842 0 0.00 976 2.31 0.2084
2018-04-27 2018-03-31 13F NEXTERA ENERGY COM 65339F101 5,842 -149 -2.49 954 1.92 0.2012
2018-01-30 2017-12-31 13F NEXTERA ENERGY COM 65339F101 5,991 -190 -3.07 936 3.31 0.1969
2017-10-31 2017-09-30 13F NEXTERA ENERGY COM 65339F101 6,181 0 0.00 906 4.62 0.2032
2017-08-03 2017-06-30 13F NEXTERA ENERGY COM 65339F101 6,181 20 0.32 866 9.48 0.2046
2017-05-09 2017-03-31 13F NEXTERA ENERGY COM 65339F101 6,161 29 0.47 791 7.91 0.1956
2017-01-11 2016-12-31 13F NEXTERA ENERGY COM 65339F101 6,132 0 0.00 733 -2.27 0.1969
2016-10-28 2016-09-30 13F NEXTERA ENERGY COM 65339F101 6,132 0 0.00 750 -6.25 0.2061
2016-07-28 2016-06-30 13F NEXTERA ENERGY COM 65339F101 6,132 10 0.16 800 10.50 0.2288
2016-05-11 2016-03-31 13F NEXTERA ENERGY COM 65339F101 6,122 390 6.80 724 21.68 0.2199
2016-02-02 2015-12-31 13F NEXTERA ENERGY COM 65339F101 5,732 2,484 76.48 595 87.70 0.1856
2015-11-06 2015-09-30 13F NEXTERA ENERGY COM 65339F101 3,248 209 6.88 317 6.38 0.1135
2015-08-11 2015-06-30 13F NEXTERA ENERGY COM 65339F101 3,039 3,039 298 0.1003
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.