Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| NEXTERA ENERGY INCNEE · Entity 2855 | Treasurer and Asst. Secretary | October 12, 2026 | October 14, 2026 |
| XPLR Infrastructure, LPNEP · Entity 4899 | Controller/CAO | February 20, 2024 | February 21, 2024 |
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 October 12, 2026 · Filed October 14, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 24,548 |
Reported balance
After 2026-10-12 transaction · row 1
1 source rowRow 1 · 2026-10-12 · Tax withholding · Disposed 1,855 · Balance 24,548 F1: Restricted stock withheld by Issuer to satisfy tax withholding obligations on vesting of restricted stock granted October 12, 2023. |
| Common StockSEC Table I · non-derivative | IndirectBy Retirement Savings Plan Trust | 1,915 |
Reported balance
Holding disclosure · report date 2026-10-12 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,915 |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock withheld by Issuer to satisfy tax withholding obligations on vesting of restricted stock granted October 12, 2023.
XPLR Infrastructure, LP
Report date February 20, 2024 · Filed February 21, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Units Representing Limited Partner InterestsSEC Table I · non-derivative | Direct | 2,571 |
Ending reported balance
After 2024-02-20 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2024-02-20 · Grant · Acquired 1,198 · Balance 2,657 F1: Restricted Common units granted pursuant to Issuer's 2014 Long Term Incentive Plan, exempt under Rule 16b-3. Row 2 · 2024-02-20 · Tax withholding · Disposed 86 · Balance 2,571 F2: Restricted units withheld by Issuer to satisfy tax withholding obligations on vesting of restricted units granted February 16, 2021, February 22, 2022 and February 22, 2023. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted Common units granted pursuant to Issuer's 2014 Long Term Incentive Plan, exempt under Rule 16b-3.
F2: Restricted units withheld by Issuer to satisfy tax withholding obligations on vesting of restricted units granted February 16, 2021, February 22, 2022 and February 22, 2023.
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, 2021 Filed Mar 18, 2021 21:21 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | Exercise / conversionCommon Stock | 2,664 | $45.65 | $121,611.60 |
DisclosureSEC source: 0000753308-21-000091 · edgar.xml · nonDerivative · entry 1 May James Michael · CIK 0001769378 · VP, Controller and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,508 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Options exercised pursuant to Rule 10b5-1 trading plan adopted by the reporting person on December 17, 2020. Read SEC document |
| February 16, 2021 Filed Feb 17, 2021 21:56 UTC | XPLR Infrastructure, LP NEP · Entity 4899 | Tax withholdingCommon Units Representing Limited Partner Interests | 49 | $80.03 | $3,921.47 |
DisclosureSEC source: 0001603145-21-000024 · edgar.xml · nonDerivative · entry 2 May James Michael · CIK 0001769378 · Controller/Chief Actng Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 834 F2 · kind: Restricted units withheld by Issuer to satisfy tax withholding obligations on vesting of restricted units granted February 19, 2019 and February 18, 2020. Read SEC document |
| February 16, 2021 Filed Feb 17, 2021 21:56 UTC | XPLR Infrastructure, LP NEP · Entity 4899 | GrantCommon Units Representing Limited Partner Interests | 296 | $0.00 | $0.00 |
DisclosureSEC source: 0001603145-21-000024 · edgar.xml · nonDerivative · entry 1 May James Michael · CIK 0001769378 · Controller/Chief Actng Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 883 F1 · kind: Restricted Common Units granted pursuant to Issuer's 2014 Long Term Incentive Plan, exempt under Rule 16b-3. Read SEC document |
| February 15, 2021 Filed Feb 16, 2021 15:24 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | Tax withholdingCommon Stock | 278 | $83.13 | $23,110.14 |
DisclosureSEC source: 0000753308-21-000055 · edgar.xml · nonDerivative · entry 4 May James Michael · CIK 0001769378 · VP, Controller and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,844 F5 · kind: Restricted stock withheld by Issuer to satisfy tax withholding obligations on vesting of restricted stock granted February 14, 2019 and Februry 13, 2020. F2 · balance_after: Amount of securities owned has been adjusted for the Issuer's 4-for-1 stock split effective October 26, 2020 Read SEC document |
| February 11, 2021 Filed Feb 16, 2021 15:24 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GrantEmployee Stock Option (Right to Buy) · Derivative | 6,842 | $0.00 Strike: $83.95 | $0.00 |
DisclosureSEC source: 0000753308-21-000055 · edgar.xml · derivative · entry 7 May James Michael · CIK 0001769378 · VP, Controller and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,842 Underlying: Common Stock · 6,842 shares Expires 2031-02-11 F7 · derivative.exercise_date: Options to buy 6,482 shares become exercisable in three substantially equal annual installments beginning on February 15, 2022. Read SEC document |
| February 11, 2021 Filed Feb 16, 2021 15:24 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GrantPhantom Shares · Derivative | 202 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000753308-21-000055 · edgar.xml · derivative · entry 6 May James Michael · CIK 0001769378 · VP, Controller and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 218 Underlying: Common Stock · Not disclosed 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 ($77.15 in 2020). 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 ($77.15 in 2020). 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 ($77.15 in 2020). 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 ($77.15 in 2020). 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 ($77.15 in 2020). The value of the SMCA is payable in cash following the reporting person's termination of employment with the Issuer and its subsidiaries. F2 · balance_after: Amount of securities owned has been adjusted for the Issuer's 4-for-1 stock split effective October 26, 2020 Read SEC document |
| February 11, 2021 Filed Feb 16, 2021 15:24 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | Tax withholdingCommon Stock | 867 | $83.95 | $72,784.65 |
DisclosureSEC source: 0000753308-21-000055 · edgar.xml · nonDerivative · entry 3 May James Michael · CIK 0001769378 · VP, Controller and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,122 F4 · kind: Stock withheld by Issuer to satisfy tax withholding obligations on shares acquired February 11, 2021 in settlement of performance share awards. F2 · balance_after: Amount of securities owned has been adjusted for the Issuer's 4-for-1 stock split effective October 26, 2020 Read SEC document |
| February 11, 2021 Filed Feb 16, 2021 15:24 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GrantCommon Stock | 3,562 | $83.95 | $299,029.90 |
DisclosureSEC source: 0000753308-21-000055 · edgar.xml · nonDerivative · entry 2 May James Michael · CIK 0001769378 · VP, Controller and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,989 F3 · 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. F2 · balance_after: Amount of securities owned has been adjusted for the Issuer's 4-for-1 stock split effective October 26, 2020 Read SEC document |
| February 11, 2021 Filed Feb 16, 2021 15:24 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GrantCommon Stock | 1,731 | $83.95 | $145,317.45 |
DisclosureSEC source: 0000753308-21-000055 · edgar.xml · nonDerivative · entry 1 May James Michael · CIK 0001769378 · VP, Controller and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,427 F1 · kind: Restricted stock grant made pursuant to Issuer's 2011 Long Term Incentive Plan, exempt under Rule 16b-3. F2 · balance_after: Amount of securities owned has been adjusted for the Issuer's 4-for-1 stock split effective October 26, 2020 Read SEC document |
| March 18, 2020 Filed Mar 19, 2020 16:20 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | SaleCommon Stock | 921 | $210.10 | $193,502.10 |
DisclosureSEC source: 0000753308-20-000099 · edgar.xml · nonDerivative · entry 1 May James Michael · CIK 0001769378 · VP, Controller and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,424 F1 · kind: Sales effected pursuant to Rule 10b5-1 trading plan adopted by the reporting person on December 17, 2019. Read SEC document |
| February 18, 2020 Filed Feb 19, 2020 20:26 UTC | XPLR Infrastructure, LP NEP · Entity 4899 | Tax withholdingCommon Units Representing Limited Partner Interests | 26 | $61.23 | $1,591.98 |
DisclosureSEC source: 0001603145-20-000021 · edgar.xml · nonDerivative · entry 2 May James Michael · CIK 0001769378 · Controller/Chief Actng Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 587 F2 · kind: Restricted units withheld by Issuer to satisfy tax withholding obligations on vesting of restricted units granted February 19, 2019. Read SEC document |
| February 18, 2020 Filed Feb 19, 2020 20:26 UTC | XPLR Infrastructure, LP NEP · Entity 4899 | GrantCommon Units Representing Limited Partner Interests | 285 | $0.00 | $0.00 |
DisclosureSEC source: 0001603145-20-000021 · edgar.xml · nonDerivative · entry 1 May James Michael · CIK 0001769378 · Controller/Chief Actng Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 613 F1 · kind: Restricted Common Units granted pursuant to Issuer's 2014 Long Term Incentive Plan, exempt under Rule 16b-3. Read SEC document |
| February 14, 2020 Filed Feb 18, 2020 22:06 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | Tax withholdingCommon Stock | 176 | $278.52 | $49,019.52 |
DisclosureSEC source: 0000753308-20-000063 · edgar.xml · nonDerivative · entry 4 May James Michael · CIK 0001769378 · VP, Controller and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,345 F4 · kind: Restricted stock withheld by Issuer to satisfy tax withholding obligations on vesting of restricted stock granted February 24, 2017 and February 14, 2019. Read SEC document |
| February 13, 2020 Filed Feb 18, 2020 22:06 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GrantEmployee Stock Option (Right to Buy) · Derivative | 1,761 | $0.00 Strike: $275.47 | $0.00 |
DisclosureSEC source: 0000753308-20-000063 · edgar.xml · derivative · entry 7 May James Michael · CIK 0001769378 · VP, Controller and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,761 Underlying: Common Stock · 1,761 shares Expires 2030-02-13 F6 · derivative.exercise_date: Options to buy 1,761 shares become exercisable in three substantially equal annual installments beginning on February 15, 2021. Read SEC document |
| February 13, 2020 Filed Feb 18, 2020 22:06 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GrantPhantom Shares · Derivative | 4 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000753308-20-000063 · edgar.xml · derivative · entry 6 May James Michael · CIK 0001769378 · VP, Controller and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4 Underlying: Common Stock · Not disclosed shares Expires not disclosed F5 · 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 ($242.16 in 2019). The value of the SMCA is payable in cash following the reporting person's termination of employment with the Issuer and its subsidiaries. F5 · 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 ($242.16 in 2019). The value of the SMCA is payable in cash following the reporting person's termination of employment with the Issuer and its subsidiaries. F5 · 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 ($242.16 in 2019). The value of the SMCA is payable in cash following the reporting person's termination of employment with the Issuer and its subsidiaries. F5 · 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 ($242.16 in 2019). The value of the SMCA is payable in cash following the reporting person's termination of employment with the Issuer and its subsidiaries. F5 · 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 ($242.16 in 2019). 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 13, 2020 Filed Feb 18, 2020 22:06 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | Tax withholdingCommon Stock | 167 | $275.47 | $46,003.49 |
DisclosureSEC source: 0000753308-20-000063 · edgar.xml · nonDerivative · entry 3 May James Michael · CIK 0001769378 · VP, Controller and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,521 F3 · kind: Stock withheld by Issuer to satisfy tax withholding obligations on shares acquired February 13, 2020 in settlement of performance share awards. Read SEC document |
| February 13, 2020 Filed Feb 18, 2020 22:06 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GrantCommon Stock | 617 | $0.00 | $0.00 |
DisclosureSEC source: 0000753308-20-000063 · edgar.xml · nonDerivative · entry 2 May James Michael · CIK 0001769378 · VP, Controller and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,688 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 13, 2020 Filed Feb 18, 2020 22:06 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GrantCommon Stock | 390 | $0.00 | $0.00 |
DisclosureSEC source: 0000753308-20-000063 · edgar.xml · nonDerivative · entry 1 May James Michael · CIK 0001769378 · VP, Controller and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,071 F1 · kind: Restricted stock grant made pursuant to Issuer's 2011 Long Term Incentive Plan, exempt under Rule 16b-3. 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.