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NextEra Energy (NYSE: NEE) EVP uses stock to cover taxes

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Form Type
4

Rhea-AI Filing Summary

NEXTERA ENERGY INC (NEE) executive Alex Rubio, EVP, Eng., Const. & ISC, reported a Form 4 transaction involving common stock. On 2026-08-17, 85 shares were disposed of under a code F transaction, with shares withheld by the issuer to satisfy tax withholding obligations on the vesting of restricted stock granted August 15, 2025. Following this tax-withholding event, Rubio directly holds 30,805 common shares and indirectly holds 147 shares through a Retirement Savings Plan Trust.

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Insider Rubio Alex
Role EVP, Eng., Const. & ISC
Type Security Shares Price Value
Tax Withholding Common Stock F1 85 $86.19 $7K
holding Common Stock -- -- --
Holdings After Transaction: Common Stock — 30,805 shares (Direct); Common Stock — 147 shares (Indirect, By Retirement Savings Plan Trust)
Footnotes (1)
  1. F1. Restricted stock withheld by Issuer to satisfy tax withholding obligations on vesting of restricted stock granted August 15, 2025.
Shares used for tax withholding 85 shares Restricted stock withheld on 2026-08-17 to satisfy tax withholding obligations
Tax-withholding share value $86.19 per share Value per NEXTERA ENERGY INC common share for the 85-share code F transaction
Direct holdings after transaction 30,805 shares NEE common stock directly owned by Alex Rubio following the 2026-08-17 event
Indirect holdings after transaction 147 shares NEE common stock held indirectly by Retirement Savings Plan Trust
ExercisePriceOrTaxLiabilityShares 85 shares Shares reported under exercise-price-or-tax-liability transactions in transactionSummary
Restricted stock financial
"Restricted stock withheld by Issuer to satisfy tax withholding obligations"
Shares granted to an individual that carry limits on transfer or sale until certain conditions are met, such as staying with the company for a set time or hitting performance targets. Think of them as a locked gift that gradually opens; for investors they matter because they affect how many shares may enter the market later, signal management incentives and potential dilution, and reveal confidence in future company performance.
tax withholding obligations financial
"withheld by Issuer to satisfy tax withholding obligations on vesting of restricted stock"
Retirement Savings Plan Trust financial
"Indirect ownership described as By Retirement Savings Plan Trust"
code F transaction financial
"transaction coded F for payment of tax liability by delivering or withholding securities"

FAQ

What insider transaction did Alex Rubio report on NEE common stock?

Alex Rubio reported a code F disposition of 85 NEE common shares on 2026-08-17. The shares were withheld by NextEra Energy to cover tax withholding obligations related to vesting restricted stock granted on August 15, 2025, not an open-market sale.

How many NEE shares does Alex Rubio hold after this Form 4 transaction?

After the reported transaction, Alex Rubio directly holds 30,805 NEE common shares. He also has an indirect holding of 147 shares through a Retirement Savings Plan Trust, as disclosed, reflecting his post-withholding ownership positions.

Was the NEE Form 4 transaction by Alex Rubio an open-market sale?

No. The Form 4 shows a code F transaction for 85 shares used to pay tax liabilities. Footnote F1 states the shares were restricted stock withheld by the issuer to satisfy tax withholding obligations upon vesting, rather than a market sale.

What price per share is reported for Alex Rubio’s NEE tax-withholding transaction?

The Form 4 reports a price of $86.19 per NEE share for the 85 shares used in the tax-withholding disposition. This figure reflects the value applied for the payment of tax liability via withheld restricted stock upon vesting.

How is Alex Rubio’s indirect ownership in NEE shares structured?

The filing discloses 147 NEE common shares held indirectly by Alex Rubio. These shares are owned “By Retirement Savings Plan Trust”, indicating they are held through a retirement savings plan vehicle rather than directly in his personal brokerage account.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Learn about SEC filing dates
SEC Form 4
FORM 4UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number:3235-0287
Estimated average burden
hours per response:0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
Rubio Alex

(Last)(First)(Middle)
C/O NEXTERA ENERGY, INC.
700 UNIVERSE BLVD.

(Street)
JUNO BEACH FLORIDA 33408

(City)(State)(Zip)

UNITED STATES

(Country)
2. Issuer Name and Ticker or Trading Symbol
NEXTERA ENERGY INC [ NEE ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director10% Owner
XOfficer (give title below)Other (specify below)
EVP, Eng., Const. & ISC
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
08/17/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year)2A. Deemed Execution Date, if any (Month/Day/Year)3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeVAmount(A) or (D)Price
Common Stock08/17/2026F(1)85D$86.1930,805D
Common Stock147IBy Retirement Savings Plan Trust
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year)3A. Deemed Execution Date, if any (Month/Day/Year)4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year)7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Explanation of Responses:
1. Restricted stock withheld by Issuer to satisfy tax withholding obligations on vesting of restricted stock granted August 15, 2025.
David Flechner (Attorney-in-Fact)08/18/2026
** Signature of Reporting PersonDate
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)