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NEE NextEra Energy

Utilities, filed as NEXTERA ENERGY INC (COM), Equity As of 2026 Q3 among managers we track Quote on Google Finance, opens in a new tab

Bought by 2 managers in 2026 Q2, sold by 1

  • 3 Owners
  • #296
  • Max 3.0%
  • Master 0.00%
  • $43M
  • 3 add

In 2026 Q3 Torray Investment Partners, David Katz, and Kentucky Trust added to NextEra Energy.

Who owns this now

Largest portfolio weights among holders, up to 3.0% (Torray Investment Partners). Not free-float ownership.

  1. Torray Investment Partners Add 3.0%
  2. David Katz Add 1.6%
  3. Kentucky Trust Co. Add 0.45%

Who owns NEE

Sorted by value, long equity only, as of 2026 Q3.

History
Torray Investment Partners 3.0%, was 2.8% Add +26.1% 299,460 $23M History
David Katz, Matrix Asset Advisors 1.6% Add +10.0% 261,183 $20M History
Kentucky Trust Co., Kentucky Trust 0.45% Add +1.8% 11,957 $906K History

3 current, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by NEE's executives, directors and 10% owners in the last 12 months, from their Form 4s

All NEE insider trades
  • None no insider bought on the open market
  • None no sales outside a trading plan
  • $31.1M sold by 8 insiders under 10b5-1 plans
  1. Nicole J Daggs EVP, Human Res & Corp Svcs
    Planned sale
    $459K 4,934 shares at $93.00 23% of stake
    Traded Mar 13 Filed Mar 16
    ↗
  2. Mark Lemasney EVP Power Generation Division
    Planned sale
    $347K 3,845 shares at $90.27 30% of stake
    Traded Mar 9 Filed Mar 10
    ↗
  3. James Michael May Treasurer and Asst. Secretary
    Planned sale
    $646K 7,161 shares at $90.27 21% of stake
    Traded Mar 9 Filed Mar 10
    ↗
  4. Terrell Kirk Crews II EVP, Chief Risk Officer
    Planned sale
    $1.8M 19,672 shares at $90.27 21% of stake
    Traded Mar 9 Filed Mar 10
    ↗
  5. Ronald R Reagan EVP, Eng., Const. & ISC
    Planned sale
    $483K 5,079 shares at $95.00 32% of stake
    Traded Feb 17 Filed Feb 18
    ↗
  6. John W Ketchum CEO
    Planned sale
    $8.9M 99,603 shares at $89.34 25% of stake
    Traded Feb 9 Filed Feb 10
    ↗
  7. Ronald R Reagan EVP, Eng., Const. & ISC
    Planned sale
    $1.7M 18,620 shares at $90.00 66% of stake
    Traded Feb 4 Filed Feb 5
    ↗
  8. Charles E Sieving EVP, Chief Legal
    Planned sale
    $2.7M 30,000 shares at $90.00 15% of stake
    Traded Feb 4 Filed Feb 5
    ↗
  9. Ronald R Reagan EVP, Eng., Const. & ISC
    Planned sale
    $920K 10,826 shares at $85.00 41% of stake
    Traded Jan 22 Filed Jan 23
    ↗
  10. Ronald R Reagan EVP, Eng., Const. & ISC
    Planned sale
    $985K 12,129 shares at $81.25 31% of stake
    Traded Dec 11, 2025 Filed Dec 12, 2025
    ↗
  11. Armando Pimentel Jr. Insider
    Planned sale
    $12.2M 145,140 shares at $83.91 47% of stake
    Traded Nov 17, 2025 Filed Nov 18, 2025
    ↗

Also filed in the last 12 months, not counted as buying or selling: 34 stock grants, 30 share withholdings for taxes, 8 option exercises, and 1 other transaction.

Congress

21 members of Congress traded NEE in the last three years: 18 buys and 29 sales. 21 members listed it in 2025 annual reports.

All Congress trades
  1. Kevin Hern R-OK-1Joint Sell $15K–$50K Oct 2 filed Oct 13
  2. Kevin Hern R-OK-1Joint Partial sale $15K–$50K Sep 14 filed Sep 25
  3. Kevin Hern R-OK-1Joint Partial sale $1K–$15K Sep 2 filed Sep 25
  4. Richard McCormick R-GA-7 Sell $1K–$15K Jul 30 filed Aug 14
  5. Alan Armstrong R-OK Sell $50K–$100K Mar 27 filed Jul 21
  6. Tommy Tuberville R-ALJoint Sell $15K–$50K Jun 8 filed Jul 16

SEC filings

Recent issuer filings from EDGAR, 25 shown.

Filed Form Detail Links
SCHEDULE 13D/A — Filing Doc
SCHEDULE 13G/A — Filing Doc
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
8-K 8.01,9.01 Filing Doc
8-K 7.01,9.01 Filing Doc
8-K 5.07 Filing Doc
8-K 8.01 Filing Doc
8-K 8.01,9.01 Filing Doc
424B3 Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
8-K 5.03,9.01 Filing Doc
8-K 8.01,9.01 Filing Doc
424B2 Filing Doc
424B5 Filing Doc
8-K 8.01,9.01 Filing Doc
8-K 8.01,9.01 Filing Doc
8-K 5.07 Filing Doc
8-K 8.01,9.01 Filing Doc
8-K 5.02,8.01 Filing Doc
8-K 1.01,7.01,9.01 Filing Doc
SCHEDULE 13G — Filing Doc
DEFA14A Filing Doc
SCHEDULE 13G — Filing Doc

Source: SEC EDGAR submissions, updated 3 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025
Revenue $24.8B $23.5B $25.8B
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 -$0.021B -$2.02B $1.6B

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.