Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| NEXTERA ENERGY INCNEE · Entity 2855 | Director · Chairman, President & CEO · Director of Sub | February 12, 2026 | February 17, 2026 |
| XPLR Infrastructure, LPXIFR · Entity 4899 | Director | February 17, 2026 | February 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 February 12, 2026 · Filed February 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 400,961 |
Ending reported balance
After 2026-02-15 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2026-02-12 · Grant · Acquired 4,372 · Balance 310,305 F1: Restricted stock grant made pursuant to Issuer's 2021 Long Term Incentive Plan, exempt under Rule 16b-3. Row 2 · 2026-02-12 · Grant · Acquired 152,713 · Balance 463,018 F2: 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. Row 3 · 2026-02-12 · Tax withholding · Disposed 60,092 · Balance 402,926 F3: Stock withheld by Issuer to satisfy tax withholding obligations on shares acquired February 12, 2026 in settlement of performance share awards. Row 4 · 2026-02-15 · Tax withholding · Disposed 1,965 · Balance 400,961 F4: Restricted stock withheld by Issuer to satisfy tax withholding obligations on vesting of restricted stock granted February 16, 2023, February 15, 2024 and February 13, 2025. |
| Phantom SharesSEC Table II · derivative / convertible security | Direct | 32,934 |
Reported balance
After 2026-02-12 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2026-02-12 · Grant · Acquired 4,813 · Balance 32,934 F5: 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. |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $91.93 · Expires 2036-02-12 | Direct | 161,445 |
Reported balance
After 2026-02-12 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2026-02-12 · Grant · Acquired 161,445 · Balance 161,445 F6: Options to buy 161,445 shares become exercisable in three substantially equal annual installments beginning on February 15, 2027. |
| Common StockSEC Table I · non-derivative | IndirectBy Retirement Savings Plan Trust | 11,634 |
Reported balance
Holding disclosure · report date 2026-02-12 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 11,634 |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock grant made pursuant to Issuer's 2021 Long Term Incentive Plan, exempt under Rule 16b-3.
F2: 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.
F3: Stock withheld by Issuer to satisfy tax withholding obligations on shares acquired February 12, 2026 in settlement of performance share awards.
F4: Restricted stock withheld by Issuer to satisfy tax withholding obligations on vesting of restricted stock granted February 16, 2023, February 15, 2024 and February 13, 2025.
F5: 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: Options to buy 161,445 shares become exercisable in three substantially equal annual installments beginning on February 15, 2027.
XPLR Infrastructure, LP
Report date February 17, 2026 · Filed February 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Units Representing Limited Partner InterestsSEC Table I · non-derivative | Direct | 219,793 |
Reported balance
After 2026-02-17 transaction · row 1
1 source rowRow 1 · 2026-02-17 · Grant · Acquired 87,663 · Balance 219,793 F1: Restricted Common units granted pursuant to Issuer's 2024 Long Term Incentive Plan, exempt under Rule 16b-3. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted Common units granted pursuant to Issuer's 2024 Long Term Incentive Plan, exempt under Rule 16b-3.
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 |
|---|---|---|---|---|---|---|
| February 17, 2017 Filed Feb 21, 2017 22:13 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GrantEmployee Stock Option (Right to Buy) · Derivative | 24,535 | $0.00 Strike: $126.86 | $0.00 |
DisclosureSEC source: 0000753308-17-000043 · edgar.xml · derivative · entry 7 KETCHUM JOHN W · CIK 0001667990 · EVP, Finance & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,535 Underlying: Common Stock · 24,535 shares Expires 2027-02-17 F6 · derivative.exercise_date: Options to buy 8,179 shares become exercisable on 02/15/2018 and options to buy 8,178 shares become exercisable on each of 02/15/2019 and 02/15/2020. Read SEC document |
| February 17, 2017 Filed Feb 21, 2017 22:13 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GrantPhantom Shares · Derivative | 433 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000753308-17-000043 · edgar.xml · derivative · entry 6 KETCHUM JOHN W · CIK 0001667990 · EVP, Finance & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,842 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 ($119.46 in 2016). 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 ($119.46 in 2016). 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 ($119.46 in 2016). 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 ($119.46 in 2016). 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 ($119.46 in 2016). 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 17, 2017 Filed Feb 21, 2017 22:13 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | Tax withholdingCommon Stock | 827 | $126.86 | $104,913.22 |
DisclosureSEC source: 0000753308-17-000043 · edgar.xml · nonDerivative · entry 4 KETCHUM JOHN W · CIK 0001667990 · EVP, Finance & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,686 F4 · kind: Restricted stock withheld by Issuer to satisfy tax withholding obligations on vesting of restricted stock granted February 14, 2014, February 13, 2015 and February 12, 2016. Read SEC document |
| February 17, 2017 Filed Feb 21, 2017 22:13 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | Tax withholdingCommon Stock | 899 | $126.86 | $114,047.14 |
DisclosureSEC source: 0000753308-17-000043 · edgar.xml · nonDerivative · entry 3 KETCHUM JOHN W · CIK 0001667990 · EVP, Finance & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,513 F3 · kind: Stock withheld by Issuer to satisfy tax withholding obligations on shares acquired February 17, 2017 in settlement of performance share awards. Read SEC document |
| February 17, 2017 Filed Feb 21, 2017 22:13 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GrantCommon Stock | 3,288 | $0.00 | $0.00 |
DisclosureSEC source: 0000753308-17-000043 · edgar.xml · nonDerivative · entry 2 KETCHUM JOHN W · CIK 0001667990 · EVP, Finance & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,412 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 17, 2017 Filed Feb 21, 2017 22:13 UTC | NEXTERA ENERGY INC NEE · Entity 2855 | GrantCommon Stock | 2,562 | $0.00 | $0.00 |
DisclosureSEC source: 0000753308-17-000043 · edgar.xml · nonDerivative · entry 1 KETCHUM JOHN W · CIK 0001667990 · EVP, Finance & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,124 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.