Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| NEXTERA ENERGY INCNEE · Entity 2855 | VP, Controller & CAO | March 17, 2026 | March 18, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
NEXTERA ENERGY INC
Report date March 17, 2026 · Filed March 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 10,864 |
Reported balance
After 2026-03-17 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-03-17 · Tax withholding · Disposed 93 · Balance 10,864 F1: Restricted stock withheld by Issuer to satisfy tax withholding obligations on vesting of restricted stock granted March 17, 2025. F2: Includes a total of 21 dividend reinvestment shares acquired since the last report filed by the reporting person. |
| Common StockSEC Table I · non-derivative | IndirectBy Retirement Savings Plan Trust | 307 |
Reported balance
Holding disclosure · report date 2026-03-17 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 307 |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock withheld by Issuer to satisfy tax withholding obligations on vesting of restricted stock granted March 17, 2025.
F2: Includes a total of 21 dividend reinvestment shares acquired since the last report filed by the reporting person.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| March 17, 2026 Filed Mar 18, 2026 20:06 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | Tax withholdingCommon Stock | 93 | $92.53 | $8,605.29 |
DisclosureSEC source: 0002070993-26-000004 · form4.xml · nonDerivative · entry 1 Gough William John · CIK 0002070993 · VP, Controller & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,864 F1 · shares: Restricted stock withheld by Issuer to satisfy tax withholding obligations on vesting of restricted stock granted March 17, 2025. F2 · balance_after: Includes a total of 21 dividend reinvestment shares acquired since the last report filed by the reporting person. Read SEC document |
| February 15, 2026 Filed Feb 17, 2026 21:26 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | Tax withholdingCommon Stock | 101 | $93.80 | $9,473.80 |
DisclosureSEC source: 0002070993-26-000002 · form4.xml · nonDerivative · entry 4 Gough William John · CIK 0002070993 · VP, Controller & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,936 F4 · kind: Restricted stock withheld by Issuer to satisfy tax withholding obligations on vesting of restricted stock granted February 28, 2025. F5 · balance_after: Includes a total of 11 dividend reinvestment shares acquired since the last report filed by the reporting person. Read SEC document |
| February 12, 2026 Filed Feb 17, 2026 21:26 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GrantEmployee Stock Option (Right to Buy) · Derivative | 4,486 | $0.00 Strike: $91.93 | $0.00 |
DisclosureSEC source: 0002070993-26-000002 · form4.xml · derivative · entry 7 Gough William John · CIK 0002070993 · VP, Controller & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,486 Underlying: Common Stock · 4,486 shares Expires 2036-02-12 F7 · derivative.exercise_date: Options to buy 4,486 shares become exercisable in three substantially equal annual installments beginning on February 15, 2027. Read SEC document |
| February 12, 2026 Filed Feb 17, 2026 21:26 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GrantPhantom Shares · Derivative | 41 | Not disclosed | Not disclosed |
DisclosureSEC source: 0002070993-26-000002 · form4.xml · derivative · entry 6 Gough William John · CIK 0002070993 · VP, Controller & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41 Underlying: Common Stock · 0 shares Expires not disclosed F6 · derivative.exercise_price: Annual credit of phantom shares to an unfunded Supplemental Matching Contribution Account ("SMCA") for the reporting person pursuant to the NextEra Energy, Inc. Supplemental Executive Retirement Plan ("SERP") in an amount approved on the transaction date by the Issuer's Compensation Committee, which amount is determined by dividing an amount equal to (a)certain matching contributions in excess of the limits of the Issuer's Retirement Savings Plan plus (b) theoretical earnings, by the closing price of the Issuer's common stock on the last business day of the relevant year ($80.28 in 2025). The value of the SMCA is payable in cash following the reporting person's termination of employment with the Issuer and its subsidiaries. F6 · price: Annual credit of phantom shares to an unfunded Supplemental Matching Contribution Account ("SMCA") for the reporting person pursuant to the NextEra Energy, Inc. Supplemental Executive Retirement Plan ("SERP") in an amount approved on the transaction date by the Issuer's Compensation Committee, which amount is determined by dividing an amount equal to (a)certain matching contributions in excess of the limits of the Issuer's Retirement Savings Plan plus (b) theoretical earnings, by the closing price of the Issuer's common stock on the last business day of the relevant year ($80.28 in 2025). The value of the SMCA is payable in cash following the reporting person's termination of employment with the Issuer and its subsidiaries. F6 · derivative.exercise_date: Annual credit of phantom shares to an unfunded Supplemental Matching Contribution Account ("SMCA") for the reporting person pursuant to the NextEra Energy, Inc. Supplemental Executive Retirement Plan ("SERP") in an amount approved on the transaction date by the Issuer's Compensation Committee, which amount is determined by dividing an amount equal to (a)certain matching contributions in excess of the limits of the Issuer's Retirement Savings Plan plus (b) theoretical earnings, by the closing price of the Issuer's common stock on the last business day of the relevant year ($80.28 in 2025). The value of the SMCA is payable in cash following the reporting person's termination of employment with the Issuer and its subsidiaries. F6 · derivative.expiration_date: Annual credit of phantom shares to an unfunded Supplemental Matching Contribution Account ("SMCA") for the reporting person pursuant to the NextEra Energy, Inc. Supplemental Executive Retirement Plan ("SERP") in an amount approved on the transaction date by the Issuer's Compensation Committee, which amount is determined by dividing an amount equal to (a)certain matching contributions in excess of the limits of the Issuer's Retirement Savings Plan plus (b) theoretical earnings, by the closing price of the Issuer's common stock on the last business day of the relevant year ($80.28 in 2025). The value of the SMCA is payable in cash following the reporting person's termination of employment with the Issuer and its subsidiaries. F6 · derivative.underlying_shares: Annual credit of phantom shares to an unfunded Supplemental Matching Contribution Account ("SMCA") for the reporting person pursuant to the NextEra Energy, Inc. Supplemental Executive Retirement Plan ("SERP") in an amount approved on the transaction date by the Issuer's Compensation Committee, which amount is determined by dividing an amount equal to (a)certain matching contributions in excess of the limits of the Issuer's Retirement Savings Plan plus (b) theoretical earnings, by the closing price of the Issuer's common stock on the last business day of the relevant year ($80.28 in 2025). The value of the SMCA is payable in cash following the reporting person's termination of employment with the Issuer and its subsidiaries. Read SEC document |
| February 12, 2026 Filed Feb 17, 2026 21:26 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | Tax withholdingCommon Stock | 394 | $91.93 | $36,220.42 |
DisclosureSEC source: 0002070993-26-000002 · form4.xml · nonDerivative · entry 3 Gough William John · CIK 0002070993 · VP, Controller & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,026 F3 · kind: Stock withheld by Issuer to satisfy tax withholding obligations on shares acquired February 12, 2026 in settlement of performance share awards. Read SEC document |
| February 12, 2026 Filed Feb 17, 2026 21:26 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GrantCommon Stock | 1,622 | $0.00 | $0.00 |
DisclosureSEC source: 0002070993-26-000002 · form4.xml · nonDerivative · entry 2 Gough William John · CIK 0002070993 · VP, Controller & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,420 F2 · kind: Shares acquired in settlement of performance share awards (which were not derivative securities) under Issuer's Amended and Restated Long Term Incentive Plan, exempt under Rule 16b-3. Read SEC document |
| February 12, 2026 Filed Feb 17, 2026 21:26 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GrantCommon Stock | 2,178 | $0.00 | $0.00 |
DisclosureSEC source: 0002070993-26-000002 · form4.xml · nonDerivative · entry 1 Gough William John · CIK 0002070993 · VP, Controller & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,798 F1 · kind: Restricted stock grant made pursuant to Issuer's 2021 Long Term Incentive Plan, exempt under Rule 16b-3. Read SEC document |
| November 17, 2025 Filed Nov 18, 2025 21:45 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | Tax withholdingCommon Stock | 79 | $83.88 | $6,626.52 |
DisclosureSEC source: 0002070993-25-000002 · form4.xml · nonDerivative · entry 1 Gough William John · CIK 0002070993 · VP, Controller & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,620 F1 · shares: Restricted stock withheld by Issuer to satisfy tax withholding obligations on vesting of restricted stock granted November 15, 2024. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.