NextEra Energy, Inc.
US ˙ NYSE ˙ US65339F1012

SecurityNEE / NextEra Energy, Inc.
InstitutionSilvercrest Asset Management Group Llc
Latest Disclosed Ownership193,997 shares
Latest Disclosed Value $ 18,018,425
Silvercrest Asset Management Group Llc reports 0.86% decrease in ownership of NEE / NextEra Energy, Inc.

On May 15, 2026 - Silvercrest Asset Management Group Llc filed a 13F-HR form disclosing ownership of 193,997 shares of NextEra Energy, Inc. (US:NEE) valued at $18,018,441 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 195,671 shares of NextEra Energy, Inc.. This represents a change in shares of -0.86% during the quarter. The current value of the position is $16,408,266 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)
2026-05-15 2026-03-31 13F NEXTERA ENERGY INC COM COM 65339F101 193,997 -1,674 -0.86 18,018 14.71 0.1302
2026-02-17 2025-12-31 13F NEXTERA ENERGY COM 65339F101 195,671 301 0.15 15,708 6.51 0.1080
2025-11-14 2025-09-30 13F NEXTERA ENERGY INC COM COM 65339F101 195,370 -1,365 -0.69 14,748 7.99 0.0976
2025-08-14 2025-06-30 13F NEXTERA ENERGY COM 65339F101 196,735 -2,102 -1.06 13,657 -3.11 0.0917
2025-05-15 2025-03-31 13F NEXTERA ENERGY COM 65339F101 198,837 3,994 2.05 14,096 0.91 0.1009
2025-02-14 2024-12-31 13F NEXTERA ENERGY COM 65339F101 194,843 121,176 164.49 13,968 124.31 0.0933
2024-11-14 2024-09-30 13F NEXTERA ENERGY INC COM COM 65339F101 73,667 1,411 1.95 6,227 21.72 0.0424
2024-08-15 2024-06-30 13F/A-1 NEXTERA ENERGY INC COM COM 65339F101 72,256 4,800 7.12 5,116 18.67 0.0351
2024-08-14 2024-06-30 13F NEXTERA ENERGY INC COM COM 65339F101 144,512 77,056 10,233 0.0351
2024-05-15 2024-03-31 13F NEXTERA ENERGY INC COM COM 65339F101 67,456 1,420 2.15 4,311 7.48 0.0292
2024-02-14 2023-12-31 13F NEXTERA ENERGY INC COM COM 65339F101 66,036 -8,600 -11.52 4,011 -6.18 0.0284
2023-11-14 2023-09-30 13F NEXTERA ENERGY INC COM COM 65339F101 74,636 92 0.12 4,276 -22.71 0.0325
2023-08-14 2023-06-30 13F NEXTERA ENERGY INC COM COM 65339F101 74,544 1,242 1.69 5,531 -2.11 0.0395
2023-05-15 2023-03-31 13F NEXTERA ENERGY INC COM COM 65339F101 73,302 -1,422 -1.90 5,650 -9.54 0.0429
2023-02-14 2022-12-31 13F NEXTERA ENERGY INC COM COM 65339F101 74,724 377 0.51 6,247 7.14 0.0480
2022-11-14 2022-09-30 13F NEXTERA ENERGY INC COM COM 65339F101 74,347 -2,850 -3.69 5,830 -2.51 0.0480
2022-08-15 2022-06-30 13F NEXTERA ENERGY INC COM COM 65339F101 77,197 -956 -1.22 5,980 -9.67 0.0455
2022-05-16 2022-03-31 13F NEXTERA ENERGY INC COM COM 65339F101 78,153 -153 -0.20 6,620 -9.45 0.0430
2022-02-14 2021-12-31 13F NEXTERA ENERGY INC COM COM 65339F101 78,306 -839 -1.06 7,311 17.65 0.0463
2021-11-15 2021-09-30 13F NEXTERA ENERGY INC COM COM 65339F101 79,145 -3,243 -3.94 6,214 2.93 0.0419
2021-08-16 2021-06-30 13F NEXTERA ENERGY INC COM COM 65339F101 82,388 -201 -0.24 6,037 -3.33 0.0396
2021-05-17 2021-03-31 13F NEXTERA ENERGY INC COM COM 65339F101 82,589 -870 -1.04 6,245 -3.01 0.0422
2021-02-16 2020-12-31 13F NEXTERA ENERGY INC COM COM 65339F101 83,459 62,606 300.23 6,439 11.25 0.0470
2020-11-16 2020-09-30 13F NEXTERA ENERGY INC COM COM 65339F101 20,853 287 1.40 5,788 17.19 0.0497
2020-08-14 2020-06-30 13F NEXTERA ENERGY INC COM COM 65339F101 20,566 199 0.98 4,939 0.78 0.0438
2020-05-15 2020-03-31 13F NEXTERA ENERGY INC COM COM 65339F101 20,367 1,660 8.87 4,901 8.19 0.0526
2020-02-14 2019-12-31 13F NEXTERA ENERGY INC COM COM 65339F101 18,707 556 3.06 4,530 7.12 0.0351
2019-11-14 2019-09-30 13F NEXTERA ENERGY INC COM COM 65339F101 18,151 -2 -0.01 4,229 13.71 0.0349
2019-08-14 2019-06-30 13F NEXTERA ENERGY INC COM COM 65339F101 18,153 18 0.10 3,719 6.08 0.0348
2019-05-15 2019-03-31 13F NEXTERA ENERGY INC COM COM 65339F101 18,135 1,559 9.41 3,506 21.69 0.0345
2019-02-14 2018-12-31 13F NEXTERA ENERGY INC COM COM 65339F101 16,576 76 0.46 2,881 4.20 0.0317
2018-11-14 2018-09-30 13F NEXTERA ENERGY INC COM COM 65339F101 16,500 -343 -2.04 2,765 -1.74 0.0251
2018-08-14 2018-06-30 13F NEXTERA ENERGY INC COM COM 65339F101 16,843 200 1.20 2,814 3.53 0.0263
2018-05-15 2018-03-31 13F NEXTERA ENERGY INC COM COM 65339F101 16,643 0 0.00 2,718 4.58 0.0265
2018-02-14 2017-12-31 13F NEXTERA ENERGY INC COM COM 65339F101 16,643 -75 -0.45 2,599 6.08 0.0242
2017-11-14 2017-09-30 13F NEXTERA ENERGY INC COM COM 65339F101 16,718 -1,350 -7.47 2,450 -3.24 0.0244
2017-08-14 2017-06-30 13F NEXTERA ENERGY INC COM COM 65339F101 18,068 -1,272 -6.58 2,532 1.97 0.0271
2017-05-15 2017-03-31 13F NEXTERA ENERGY INC COM COM 65339F101 19,340 -683 -3.41 2,483 3.80 0.0266
2017-02-14 2016-12-31 13F NEXTERA ENERGY INC COM COM 65339F101 20,023 490 2.51 2,392 0.08 0.0268
2016-11-14 2016-09-30 13F NEXTERA ENERGY INC COM COM 65339F101 19,533 323 1.68 2,390 -4.59 0.0287
2016-08-15 2016-06-30 13F NEXTERA ENERGY INC COM COM 65339F101 19,210 -6,628 -25.65 2,505 -18.08 0.0319
2016-05-16 2016-03-31 13F NEXTERA ENERGY INC COM COM 65339F101 25,838 -7,095 -21.54 3,058 -10.61 0.0421
2016-02-16 2015-12-31 13F NEXTERA ENERGY INC COM COM 65339F101 32,933 30,188 1,099.74 3,421 1,176.49 0.0474
2015-11-16 2015-09-30 13F NEXTERA ENERGY INC COM COM 65339F101 2,745 -39,078 -93.44 268 -93.46 0.0041
2015-08-14 2015-06-30 13F NEXTERA ENERGY INC COM COM 65339F101 41,823 39,173 1,478.23 4,100 1,385.51 0.0548
2015-05-15 2015-03-31 13F NEXTERA ENERGY INC COM COM 65339F101 2,650 2,650 0.00 276 0.0039
2014-11-14 2014-09-30 13F NEXTERA ENERGY INC COM COM 65339F101 0 -2,395 -100.00 0 -100.00
2014-08-14 2014-06-30 13F NEXTERA ENERGY INC COM COM 65339F101 2,395 2,395 245 0.0037
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.