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NextEra Energy (NYSE: NEE) EVP Coffey awarded stock, options and phantom shares

Filing Impact
(Very High)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

NextEra Energy executive Robert Coffey reported multiple equity compensation awards and related tax-withholding share disposals. On February 12, 2026 he acquired 3,328 restricted shares and 16,833 shares from performance share awards, both at $0 under company long-term incentive plans. The company withheld 6,623 shares at $91.93 and 1,518 shares at $93.80 to satisfy tax obligations tied to these awards and prior restricted stock grants. Coffey also received 1,029 phantom shares credited to a supplemental retirement account and 14,746 employee stock options with a $91.93 exercise price that vest in three annual installments beginning February 15, 2027. After these transactions he directly owned 38,559 common shares, with additional indirect holdings through his spouse and a retirement savings plan trust.

Positive

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Negative

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SEC Form 4
FORM 4 UNITED 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*
Coffey Robert

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

(Street)
JUNO BEACH FL 33408

(City) (State) (Zip)
2. Issuer Name and Ticker or Trading Symbol
NEXTERA ENERGY INC [ NEE ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director 10% Owner
X Officer (give title below) Other (specify below)
EVP, Nuclear Div & CNO
3. Date of Earliest Transaction (Month/Day/Year)
02/12/2026
4. If Amendment, Date of Original Filed (Month/Day/Year)
6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
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)
Code V Amount (A) or (D) Price
Common Stock 02/12/2026 A(1) 3,328 A $0 29,867 D
Common Stock 02/12/2026 A(2) 16,833 A $0 46,700 D
Common Stock 02/12/2026 F(3) 6,623 D $91.93 40,077 D
Common Stock 02/15/2026 F(4) 1,518 D $93.8 38,559 D
Common Stock 50 I By Wife
Common Stock 17,353 I By 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)
Code V (A) (D) Date Exercisable Expiration Date Title Amount or Number of Shares
Phantom Shares (5) 02/12/2026 A 1,029 (5) (5) Common Stock 0(5) (5) 5,014 D
Employee Stock Option (Right to Buy) $91.93 02/12/2026 A 14,746 (6) 02/12/2036 Common Stock 14,746 $0 14,746 D
Explanation of Responses:
1. Restricted stock grant made pursuant to Issuer's 2021 Long Term Incentive Plan, exempt under Rule 16b-3.
2. 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.
3. Stock withheld by Issuer to satisfy tax withholding obligations on shares acquired February 12, 2026 in settlement of performance share awards.
4. 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.
5. 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.
6. Options to buy 14,746 shares become exercisable in three substantially equal annual installments beginning on February 15, 2027.
David Flechner, Attorney-in-Fact 02/17/2026
** Signature of Reporting Person Date
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.

FAQ

What insider transactions did NEE executive Robert Coffey report on this Form 4?

Robert Coffey reported equity awards and tax-related share withholdings. He received restricted stock, performance share settlements, phantom shares, and stock options, while the company withheld shares at market prices solely to cover tax obligations on those awards.

How many NextEra Energy (NEE) shares did Robert Coffey acquire as awards?

Coffey acquired 3,328 restricted shares and 16,833 shares from performance share awards. Both grants were reported at $0 per share under NextEra Energy long-term incentive plans and are exempt under Rule 16b-3 as compensation-related transactions.

Why were some NEE shares disposed of in Robert Coffey’s Form 4 filing?

The filing shows 6,623 shares and 1,518 shares disposed of as tax-withholding transactions. NextEra Energy withheld these shares to satisfy Coffey’s tax obligations on vested performance share awards and restricted stock, not as open-market sales by the executive.

What derivative awards did NEE grant to Robert Coffey in this report?

Coffey received 1,029 phantom shares credited to a supplemental retirement account and 14,746 employee stock options at a $91.93 exercise price. The options become exercisable in three substantially equal annual installments starting February 15, 2027, subject to plan terms.

How many NextEra Energy (NEE) shares does Robert Coffey own after these transactions?

After the reported transactions, Coffey directly owned 38,559 common shares of NextEra Energy. He also had indirect holdings of 50 shares through his wife and 17,353 shares through a retirement savings plan trust, plus phantom shares and stock options reported separately.

What is the role of phantom shares in Robert Coffey’s NEE compensation?

Phantom shares are credited annually to a supplemental matching contribution account under NextEra’s supplemental executive retirement plan. Their value tracks NextEra common stock and is ultimately payable in cash after Coffey’s termination of employment, rather than as actual share deliveries.
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