NextEra 에너지, Inc.
US ˙ NYSE ˙ US65339F1012

SecurityNEE / NextEra Energy, Inc.
InstitutionSandy Spring Bank
Latest Disclosed Ownership200,042 shares
Latest Disclosed Value $ 14,180,982
Sandy Spring Bank reports 3.47% increase in ownership of NEE / NextEra Energy, Inc.

On May 12, 2025 - Sandy Spring Bank filed a 13F-HR form disclosing ownership of 200,042 shares of NextEra Energy, Inc. (US:NEE) valued at $14,180,977 USD as of March 31, 2025. The entity filed a previous 13F-HR on February 11, 2025 disclosing 193,331 shares of NextEra Energy, Inc.. This represents a change in shares of 3.47% during the quarter. The current value of the position is $17,171,605 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)
2025-05-12 2025-03-31 13F NEXTERA ENERGY COM 65339F101 200,042 6,711 3.47 14,181 2.32 0.5963
2025-02-11 2024-12-31 13F NEXTERA ENERGY COM 65339F101 193,331 6,245 3.34 13,860 -12.36 0.5611
2024-10-25 2024-09-30 13F NEXTERA ENERGY COM 65339F101 187,086 20,988 12.64 15,814 34.46 0.6510
2024-08-06 2024-06-30 13F NEXTERA ENERGY COM 65339F101 166,098 -1,157 -0.69 11,761 10.03 0.5186
2024-05-08 2024-03-31 13F NEXTERA ENERGY COM 65339F101 167,255 2,788 1.70 10,689 7.01 0.4869
2024-01-26 2023-12-31 13F NEXTERA ENERGY COM 65339F101 164,467 8,136 5.20 9,990 11.53 0.4972
2023-10-30 2023-09-30 13F NEXTERA ENERGY COM 65339F101 156,331 547 0.35 8,956 -22.52 0.4981
2023-08-04 2023-06-30 13F NEXTERA ENERGY COM 65339F101 155,784 5,041 3.34 11,559 -0.52 0.6158
2023-05-05 2023-03-31 13F NEXTERA ENERGY COM 65339F101 150,743 7,969 5.58 11,619 -2.65 0.6598
2023-02-10 2022-12-31 13F NEXTERA ENERGY COM 65339F101 142,774 1,011 0.71 11,936 7.38 0.7096
2022-11-02 2022-09-30 13F NEXTERA ENERGY COM 65339F101 141,763 -7,380 -4.95 11,115 -3.79 0.7053
2022-07-21 2022-06-30 13F NEXTERA ENERGY COM 65339F101 149,143 -3,068 -2.02 11,553 -10.40 0.6938
2022-05-03 2022-03-31 13F NEXTERA ENERGY COM 65339F101 152,211 1,723 1.14 12,894 -8.23 0.6552
2022-02-11 2021-12-31 13F NEXTERA ENERGY COM 65339F101 150,488 -2,421 -1.58 14,050 17.02 0.6704
2021-11-05 2021-09-30 13F NEXTERA ENERGY COM 65339F101 152,909 -1,792 -1.16 12,006 5.90 0.6358
2021-08-09 2021-06-30 13F NEXTERA ENERGY COM 65339F101 154,701 4,550 3.03 11,337 -0.13 0.6009
2021-05-03 2021-03-31 13F NEXTERA ENERGY COM 65339F101 150,151 5,911 4.10 11,352 2.01 0.6542
2021-02-03 2020-12-31 13F NEXTERA ENERGY COM 65339F101 144,240 109,367 313.62 11,128 14.96 0.6767
2020-11-09 2020-09-30 13F NEXTERA ENERGY COM 65339F101 34,873 1,003 2.96 9,680 18.99 0.6608
2020-08-12 2020-06-30 13F NEXTERA ENERGY COM 65339F101 33,870 2,775 8.92 8,135 8.73 0.6041
2020-05-01 2020-03-31 13F NEXTERA ENERGY COM 65339F101 31,095 508 1.66 7,482 1.01 0.6772
2020-02-06 2019-12-31 13F NEXTERA ENERGY COM 65339F101 30,587 -2,008 -6.16 7,407 -2.46 0.5386
2019-11-01 2019-09-30 13F NEXTERA ENERGY COM 65339F101 32,595 1,022 3.24 7,594 17.41 0.5931
2019-08-01 2019-06-30 13F NEXTERA ENERGY COM 65339F101 31,573 -257 -0.81 6,468 5.10 0.5202
2019-05-06 2019-03-31 13F NEXTERA ENERGY COM 65339F101 31,830 588 1.88 6,154 13.33 0.5221
2019-02-08 2018-12-31 13F NEXTERA ENERGY COM 65339F101 31,242 -273 -0.87 5,430 2.80 0.5203
2018-11-07 2018-09-30 13F NEXTERA ENERGY COM 65339F101 31,515 1,579 5.27 5,282 5.64 0.4327
2018-08-03 2018-06-30 13F NEXTERA ENERGY COM 65339F101 29,936 2,311 8.37 5,000 10.82 0.4340
2018-05-04 2018-03-31 13F NEXTERA ENERGY COM 65339F101 27,625 671 2.49 4,512 7.17 0.3994
2018-02-02 2017-12-31 13F NEXTERA ENERGY COM 65339F101 26,954 -417 -1.52 4,210 4.96 0.3842
2017-11-03 2017-09-30 13F NEXTERA ENERGY COM 65339F101 27,371 625 2.34 4,011 7.02 0.3842
2017-08-11 2017-06-30 13F NEXTERA ENERGY COM 65339F101 26,746 217 0.82 3,748 10.07 0.3678
2017-05-11 2017-03-31 13F/A-1 NEXTERA ENERGY COM 65339F101 26,529 77 0.29 3,405 7.75 0.3388
2017-05-10 2017-03-31 13F NEXTERA ENERGY COM 65339F101 26,529 3,405
2017-02-06 2016-12-31 13F NEXTERA ENERGY COM 65339F101 26,452 1,074 4.23 3,160 1.80 0.3279
2016-11-07 2016-09-30 13F NEXTERA ENERGY COM 65339F101 25,378 130 0.51 3,104 -5.71 0.3324
2016-08-09 2016-06-30 13F NEXTERA ENERGY COM 65339F101 25,248 -184 -0.72 3,292 9.41 0.3758
2016-05-04 2016-03-31 13F NEXTERA ENERGY COM 65339F101 25,432 626 2.52 3,009 16.76 0.3439
2016-02-03 2015-12-31 13F NEXTERA ENERGY COM 65339F101 24,806 751 3.12 2,577 9.85 0.3011
2015-11-04 2015-09-30 13F NextEra Energy COM 65339F101 24,055 373 1.58 2,346 1.03 0.2875
2015-08-07 2015-06-30 13F NEXTERA ENERGY COM 65339F101 23,682 1,349 6.04 2,322 -0.09 0.2630
2015-05-13 2015-03-31 13F/A-1 NEXTERA ENERGY COM 65339F101 22,333 22,333 0.00 2,324 0.2698
2015-05-11 2015-03-31 13F NEXTERA ENERGY COM 65339F101 22,333 1,594
2015-01-30 2014-12-31 13F NEXTERA ENERGY COM 65339F101 0 -36,994 -100.00 0 -100.00
2014-11-14 2014-09-30 13F NEXTERA ENERGY COM 65339F101 36,994 -735 -1.95 3,473 -10.17 0.4277
2014-08-06 2014-06-30 13F NEXTERA ENERGY COM 65339F101 37,729 -2,595 -6.44 3,866 0.26 0.4841
2014-05-15 2014-03-31 13F NEXTERA ENERGY COM 65339F101 40,324 151 0.38 3,856 12.09 0.5930
2014-02-12 2013-12-31 13F/A-1 NEXTERA ENERGY COM 65339F101 40,173 -1,375 -3.31 3,440 3.27 0.4850
2014-02-11 2013-12-31 13F NEXTERA ENERGY COM 65339F101 40,173 3,440
2013-10-30 2013-09-30 13F NEXTERA ENERGY COM 65339F101 41,548 -1,766 -4.08 3,331 -5.61 0.4953
2013-08-08 2013-06-30 13F NEXTERA ENERGY COM 65339F101 43,314 43,314 3,529 0.5524
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.