Follow-The-Filings

Security

NEE

Nextera Energy Inc. · COM

Equity holders as of 2026 Q1 (each manager’s latest book)

20 owners max 2.8% (Torray Investment Partner...)

owners 20
rank #242
master % 0.01%
max % 2.8%
tracked value $42.6B
qoq A 8 R 9

holders

sorted by % of portfolio · long equity only

manager % port activity shares value history
Torray Investment Partners LLC 2026 Q2 stale 2.8% Add +0.09 pp 237,562 $21M hist
David Katz - Matrix Asset Advisors INC/NY 2026 Q2 stale 1.7% Reduce -0.56 pp 237,489 $20.8B hist
Kentucky Trust Co. 2026 Q2 stale 0.5% Add -0.08 pp 11,741 $1B hist
Norges Bank 2025 Q4 stale 0.3% Exit -0.30 pp 35,081,308 $2.8B hist
Vanguard Group Inc. 2025 Q4 stale 0.3% Add +0.01 pp 216,033,697 $17.3B hist
Natixis Advisors, LLC 2026 Q1 0.2% Add +0.05 pp 1,688,835 $157M hist
Ancora Advisors LLC 2026 Q1 0.2% Reduce +0.02 pp 79,766 $7M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.1% Reduce -0.09 pp 750,500 $70M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.0% Reduce 0.00 pp 761,437 $70M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Reduce 0.00 pp 1,327,731 $123M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Add +0.02 pp 443,203 $41M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% Reduce -0.01 pp 108,353 $10M hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.0% Reduce -0.03 pp 73,970 $7M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.0% Add 0.00 pp 44,185 $4M hist
Two Sigma Investments, LP 2025 Q4 stale 0.0% Exit -0.01 pp 45,100 $4M hist
Ray Dalio - Bridgewater Associates, LP 2026 Q1 0.0% Add +0.01 pp 24,871 $2M hist
Mairs & Power Inc. 2026 Q1 0.0% Reduce 0.00 pp 12,272 $1M hist
Ken Fisher - Fisher Asset Management, LLC 2026 Q1 0.0% Add 0.00 pp 35,270 $3M hist
Dodge & Cox 2026 Q1 0.0% 23,600 $2M hist
Murray Stahl - Horizon Kinetics Asset Management LLC 2026 Q1 0.0% Reduce 0.00 pp 2,860 $266 hist

SEC filings

Recent issuer filings from EDGAR · 25 shown

Filed Form Detail Links
424B3 424B3
8-K 2.02,9.01
10-Q 10-Q
4 STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES
8-K 5.03,9.01
8-K 8.01,9.01
424B2 424B2
424B5 424B5
4 STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES
4 STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES
4 STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES
8-K 8.01,9.01
8-K 8.01,9.01
8-K 5.07
8-K 8.01,9.01
8-K 5.02,8.01
8-K 1.01,7.01,9.01
4 STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES
DEFA14A DEFA14A
8-K 2.02,9.01
10-Q 10-Q
4 STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES
DEFA14A DEFA14A
8-K 8.01,9.01
424B2 424B2

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $24.8B $23.5B $25.8B
Gross profit
Gross margin
Net income $7.31B $6.95B $6.84B
Net margin * 29.5% 29.6% 26.5%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $15.36B $11.95B $13.58B
Total non-current assets $162.13B $178.19B $199.14B
Total assets $177.49B $190.14B $212.72B
Total current liabilities $27.96B $25.36B $22.82B
Total non-current liabilities $90.5B $103.93B $123.42B
Total equity $47.47B $50.1B $54.61B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $11.3B $13.26B $12.48B
Cash from investing -$23.47B -$22.26B -$23.86B
Cash from financing $12.15B $7B $12.98B
Net change in cash -$21M -$2.02B $1.6B

ownership over time

filing count by report period · click a bar for that quarter’s holders