NextEra Energy, Inc.
US ˙ NYSE ˙ US65339F1012

SecurityNEE / NextEra Energy, Inc.
InstitutionSchulhoff & Co Inc
Latest Disclosed Ownership9,857 shares
Latest Disclosed Value $ 915,518
Schulhoff & Co Inc ownership in NEE / NextEra Energy, Inc.

On May 11, 2026 - Schulhoff & Co Inc filed a 13F-HR form disclosing ownership of 9,857 shares of NextEra Energy, Inc. (US:NEE) valued at $915,518 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 9,857 shares of NextEra Energy, Inc.. This represents a change in shares of 0.00% during the quarter. The current value of the position is $833,705 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)
2026-05-11 2026-03-31 13F NEXTERA ENERGY COM 65339F101 9,857 0 0.00 916 15.68 0.3761
2026-02-11 2025-12-31 13F NEXTERA ENERGY COM 65339F101 9,857 64 0.65 791 7.04 0.3332
2025-11-10 2025-09-30 13F NEXTERA ENERGY COM 65339F101 9,793 -104 -1.05 739 7.57 0.3157
2025-07-30 2025-06-30 13F NEXTERA ENERGY COM 65339F101 9,897 0 0.00 687 -2.00 0.3049
2025-05-07 2025-03-31 13F NEXTERA ENERGY COM 65339F101 9,897 0 0.00 702 -1.13 0.3106
2025-02-05 2024-12-31 13F NEXTERA ENERGY COM 65339F101 9,897 0 0.00 710 -15.19 0.2589
2024-11-06 2024-09-30 13F NEXTERA ENERGY COM 65339F101 9,897 0 0.00 837 19.43 0.3493
2024-08-08 2024-06-30 13F NEXTERA ENERGY COM 65339F101 9,897 0 0.00 701 10.76 0.3162
2024-05-01 2024-03-31 13F NEXTERA ENERGY COM 65339F101 9,897 0 0.00 633 5.16 0.2772
2024-02-07 2023-12-31 13F NEXTERA ENERGY COM 65339F101 9,897 0 0.00 601 6.18 0.2865
2023-11-13 2023-09-30 13F NEXTERA ENERGY COM 65339F101 9,897 -80 -0.80 567 -23.51 0.2866
2023-08-01 2023-06-30 13F NEXTERA ENERGY COM 65339F101 9,977 264 2.72 740 -1.07 0.3443
2023-05-05 2023-03-31 13F NEXTERA ENERGY COM 65339F101 9,713 -75 -0.77 749 -8.56 0.3481
2023-02-09 2022-12-31 13F NEXTERA ENERGY COM 65339F101 9,788 0 0.00 818 6.65 0.3766
2022-11-08 2022-09-30 13F NEXTERA ENERGY COM 65339F101 9,788 0 0.00 767 1.19 0.3996
2022-08-05 2022-06-30 13F NEXTERA ENERGY COM 65339F101 9,788 -100 -1.01 758 -9.44 0.3539
2022-05-09 2022-03-31 13F NEXTERA ENERGY COM 65339F101 9,888 0 0.00 837 -9.32 0.3530
2022-02-08 2021-12-31 13F NEXTERA ENERGY COM 65339F101 9,888 0 0.00 923 18.94 0.3797
2021-11-08 2021-09-30 13F NEXTERA ENERGY COM 65339F101 9,888 0 0.00 776 7.18 0.3494
2021-08-03 2021-06-30 13F NEXTERA ENERGY COM 65339F101 9,888 0 0.00 724 -3.08 0.3188
2021-04-30 2021-03-31 13F NEXTERA ENERGY COM 65339F101 9,888 -200 -1.98 747 -3.98 0.3417
2021-02-08 2020-12-31 13F NEXTERA ENERGY COM 65339F101 10,088 7,566 300.00 778 11.14 0.3910
2020-11-04 2020-09-30 13F NEXTERA ENERGY COM 65339F101 2,522 -85 -3.26 700 11.82 0.3762
2020-07-29 2020-06-30 13F NEXTERA ENERGY COM 65339F101 2,607 0 0.00 626 -0.16 0.3681
2020-04-30 2020-03-31 13F NEXTERA ENERGY COM 65339F101 2,607 0 0.00 627 -0.63 0.3921
2020-01-31 2019-12-31 13F NEXTERA ENERGY COM 65339F101 2,607 0 0.00 631 3.95 0.2960
2019-11-01 2019-09-30 13F NEXTERA ENERGY COM 65339F101 2,607 400 18.12 607 34.29 0.2976
2019-08-07 2019-06-30 13F NEXTERA ENERGY COM 65339F101 2,207 0 0.00 452 6.10 0.2331
2019-04-24 2019-03-31 13F NEXTERA ENERGY COM 65339F101 2,207 400 22.14 426 35.67 0.2277
2019-02-07 2018-12-31 13F NEXTERA ENERGY COM 65339F101 1,807 0 0.00 314 3.97 0.1959
2018-11-07 2018-09-30 13F NEXTERA ENERGY COM 65339F101 1,807 0 0.00 302 0.33 0.1687
2018-08-03 2018-06-30 13F NEXTERA ENERGY COM 65339F101 1,807 0 0.00 301 2.03 0.1789
2018-04-26 2018-03-31 13F NEXTERA ENERGY COM 65339F101 1,807 0 0.00 295 4.61 0.1733
2018-01-26 2017-12-31 13F NEXTERA ENERGY COM 65339F101 1,807 -45 -2.43 282 4.06 0.1584
2017-10-25 2017-09-30 13F NEXTERA ENERGY COM 65339F101 1,852 0 0.00 271 4.63 0.1610
2017-08-08 2017-06-30 13F NEXTERA ENERGY COM 65339F101 1,852 -470 -20.24 259 -13.09 0.1583
2017-04-28 2017-03-31 13F NEXTERA ENERGY COM 65339F101 2,322 50 2.20 298 9.96 0.1834
2017-01-30 2016-12-31 13F NEXTERA ENERGY COM 65339F101 2,272 -461 -16.87 271 -18.86 0.1666
2016-10-26 2016-09-30 13F NEXTERA ENERGY COM 65339F101 2,733 301 12.38 334 5.36 0.2058
2016-07-29 2016-06-30 13F NEXTERA ENERGY COM 65339F101 2,432 190 8.47 317 19.62 0.1967
2016-04-28 2016-03-31 13F NEXTERA ENERGY COM 65339F101 2,242 225 11.16 265 26.79 0.1740
2016-02-03 2015-12-31 13F NEXTERA ENERGY COM 65339F101 2,017 2,017 0.00 209 0.1417
2015-10-29 2015-09-30 13F NEXTERA ENERGY COM 65339F101 0 -2,617 -100.00 0 -100.00
2015-08-10 2015-06-30 13F NEXTERA ENERGY COM 65339F101 2,617 100 3.97 256 -1.92 0.1636
2015-04-29 2015-03-31 13F NEXTERA ENERGY COM 65339F101 2,517 0 0.00 261 -2.25 0.1618
2015-02-11 2014-12-31 13F NEXTERA ENERGY COM 65339F101 2,517 0 0.00 267 13.14 0.1610
2014-10-31 2014-09-30 13F NEXTERA ENERGY COM 65339F101 2,517 40 1.61 236 -7.09 0.1473
2014-07-31 2014-06-30 13F NEXTERA ENERGY COM 65339F101 2,477 375 17.84 254 26.37 0.1568
2014-05-06 2014-03-31 13F NEXTERA ENERGY COM 65339F101 2,102 2,102 201 0.1358
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.