NextEra Energy, Inc.
US ˙ NYSE ˙ US65339F1012

SecurityNEE / NextEra Energy, Inc.
InstitutionWetherby Asset Management Inc
Latest Disclosed Ownership35,893 shares
Latest Disclosed Value $ 2,709,563
Wetherby Asset Management Inc reports 1.31% decrease in ownership of NEE / NextEra Energy, Inc.

On November 14, 2025 - Wetherby Asset Management Inc filed a 13F-HR form disclosing ownership of 35,893 shares of NextEra Energy, Inc. (US:NEE) valued at $2,709,563 USD as of September 30, 2025. The entity filed a previous 13F-HR on August 14, 2025 disclosing 36,371 shares of NextEra Energy, Inc.. This represents a change in shares of -1.31% during the quarter. The current value of the position is $3,081,055 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)
2025-11-14 2025-09-30 13F NEXTERA ENERGY COM 65339F101 35,893 -478 -1.31 2,710 7.33 0.1106
2025-08-14 2025-06-30 13F NEXTERA ENERGY COM 65339F101 36,371 360 1.00 2,525 -2.21 0.1124
2025-02-14 2024-12-31 13F NEXTERA ENERGY COM 65339F101 36,011 -2,148 -5.63 2,582 -19.97 0.1238
2024-11-14 2024-09-30 13F NEXTERA ENERGY COM 65339F101 38,159 -320 -0.83 3,226 18.39 0.1475
2024-08-14 2024-06-30 13F NEXTERA ENERGY COM 65339F101 38,479 3,072 8.68 2,725 20.42 0.1285
2024-05-15 2024-03-31 13F NEXTERA ENERGY COM 65339F101 35,407 -2,281 -6.05 2,263 -1.18 0.1078
2024-02-14 2023-12-31 13F NEXTERA ENERGY COM 65339F101 37,688 -3,231 -7.90 2,289 -2.35 0.1192
2023-11-14 2023-09-30 13F NEXTERA ENERGY COM 65339F101 40,919 -4,222 -9.35 2,344 -30.01 0.1329
2023-08-14 2023-06-30 13F NEXTERA ENERGY COM 65339F101 45,141 -2,713 -5.67 3,349 -9.19 0.1804
2023-05-12 2023-03-31 13F NEXTERA ENERGY COM 65339F101 47,854 -1,754 -3.54 3,689 -11.07 0.2159
2023-02-14 2022-12-31 13F NEXTERA ENERGY COM 65339F101 49,608 -1,486 -2.91 4,147 3.52 0.2664
2022-11-14 2022-09-30 13F NEXTERA ENERGY COM 65339F101 51,094 6,050 13.43 4,006 14.82 0.2825
2022-08-15 2022-06-30 13F NEXTERA ENERGY COM 65339F101 45,044 -55 -0.12 3,489 -8.69 0.2382
2022-05-16 2022-03-31 13F NEXTERA ENERGY COM 65339F101 45,099 1,149 2.61 3,821 -6.90 0.2189
2022-02-14 2021-12-31 13F NEXTERA ENERGY COM 65339F101 43,950 1,182 2.76 4,104 22.22 0.2304
2021-11-15 2021-09-30 13F NEXTERA ENERGY COM 65339F101 42,768 421 0.99 3,358 8.22 0.2072
2021-08-16 2021-06-30 13F NEXTERA ENERGY COM 65339F101 42,347 215 0.51 3,103 -2.61 0.1893
2021-05-14 2021-03-31 13F NEXTERA ENERGY COM 65339F101 42,132 508 1.22 3,186 -0.78 0.2428
2021-02-11 2020-12-31 13F NEXTERA ENERGY COM 65339F101 41,624 31,529 312.32 3,211 14.60 0.2177
2020-12-16 2020-09-30 13F/A-01 NEXTERA ENERGY COM 65339F101 10,095 -24 -0.24 2,802 15.26 0.2568
2020-11-13 2020-09-30 13F NEXTERA ENERGY COM 65339F101 10,273 154 2,852 181,412.2421
2020-08-14 2020-06-30 13F NEXTERA ENERGY COM 65339F101 10,119 216 2.18 2,431 2.01 0.2304
2020-05-06 2020-03-31 13F NEXTERA ENERGY COM 65339F101 9,903 309 3.22 2,383 2.58 0.2675
2020-01-28 2019-12-31 13F NEXTERA ENERGY COM 65339F101 9,594 -90 -0.93 2,323 2.97 0.2288
2019-10-31 2019-09-30 13F NEXTERA ENERGY COM 65339F101 9,684 361 3.87 2,256 18.12 0.2355
2019-07-25 2019-06-30 13F NEXTERA ENERGY COM 65339F101 9,323 271 2.99 1,910 9.14 0.2091
2019-07-25 2019-03-31 13F/A-1 NEXTERA ENERGY COM 65339F101 9,052 1,142 14.44 1,750 27.37 0.2179
2019-05-09 2019-03-31 13F NEXTERA ENERGY COM 65339F101 9,052 1,142 1,750
2019-01-30 2018-12-31 13F NEXTERA ENERGY COM 65339F101 7,910 129 1.66 1,374 5.37 0.1943
2018-11-07 2018-09-30 13F NEXTERA ENERGY COM 65339F101 7,781 -567 -6.79 1,304 -6.46 0.1611
2018-07-24 2018-06-30 13F NEXTERA ENERGY COM 65339F101 8,348 283 3.51 1,394 5.77 0.1887
2018-05-04 2018-03-31 13F NEXTERA ENERGY COM 65339F101 8,065 478 6.30 1,318 11.22 0.1819
2018-02-09 2017-12-31 13F NEXTERA ENERGY COM 65339F101 7,587 256 3.49 1,185 10.34 0.1644
2017-11-13 2017-09-30 13F NEXTERA ENERGY COM 65339F101 7,331 264 3.74 1,074 8.48 0.1598
2017-08-01 2017-06-30 13F NEXTERA ENERGY COM 65339F101 7,067 654 10.20 990 20.29 0.1684
2017-04-27 2017-03-31 13F NEXTERA ENERGY COM 65339F101 6,413 473 7.96 823 16.08 0.1480
2017-02-08 2016-12-31 13F NEXTERA ENERGY COM 65339F101 5,940 364 6.53 709 3.96 0.1389
2016-11-14 2016-09-30 13F NEXTERA ENERGY COM 65339F101 5,576 191 3.55 682 -2.85 0.1380
2016-08-10 2016-06-30 13F NEXTERA ENERGY COM 65339F101 5,385 51 0.96 702 11.25 0.1556
2016-05-10 2016-03-31 13F NEXTERA ENERGY COM 65339F101 5,334 -534 -9.10 631 3.44 0.1487
2016-02-08 2015-12-31 13F NEXTERA ENERGY COM 65339F101 5,868 -227 -3.72 610 2.52 0.1462
2015-11-12 2015-09-30 13F NEXTERA ENERGY COM 65339F101 6,095 794 14.98 595 14.42 0.1524
2015-08-12 2015-06-30 13F NEXTERA ENERGY COM 65339F101 5,301 -102 -1.89 520 -7.47 0.1250
2015-05-08 2015-03-31 13F NEXTERA ENERGY COM 65339F101 5,403 204 3.92 562 1.63 0.1368
2015-02-12 2014-12-31 13F NEXTERA ENERGY COM 65339F101 5,199 370 7.66 553 21.81 0.1391
2014-11-03 2014-09-30 13F NEXTERA ENERGY COM 65339F101 4,829 26 0.54 454 -7.91 0.1266
2014-08-01 2014-06-30 13F NEXTERA ENERGY COM 65339F101 4,803 -767 -13.77 493 -7.33 0.1392
2014-05-05 2014-03-31 13F/A-1 NEXTERA ENERGY COM 65339F101 5,570 -90 -1.59 532 9.92 0.1525
2014-04-30 2014-03-31 13F NEXTERA ENERGY COM 65339F101 5,570 532
2014-01-29 2013-12-31 13F NEXTERA ENERGY COM 65339F101 5,660 -209 -3.56 484 2.76 0.1380
2013-10-29 2013-09-30 13F NEXTERA ENERGY COM 65339F101 5,869 600 11.39 471 9.79 0.1470
2013-07-24 2013-06-30 13F NEXTERA ENERGY COM 65339F101 5,269 5,269 429 0.1495
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.