JPMorgan affiliates disclose 109.2M shares in NextEra Energy (NEE)
Rhea-AI Filing Summary
JPMorgan Chase & Co. reports beneficial ownership of 109,203,321 shares of NEXTERA ENERGY INC common stock, representing 5.2% of the class as of 03/31/2026.
The filing lists voting and dispositive powers: 86,816,953 shares with sole voting power and 108,358,553 shares with sole dispositive power. Multiple J.P. Morgan subsidiaries are identified as holders. The form is signed on 05/13/2026.
Positive
- None.
Negative
- None.
Insights
Large passive/institutional stake disclosed by JPMorgan affiliates.
JPMorgan reports beneficial ownership of 109,203,321 shares (5.2%) as of 03/31/2026. The filing aggregates positions across multiple subsidiaries including trust, bank, and asset-management entities.
Ownership is shown by voting and dispositive power counts; subsequent filings or amendments would show changes. Cash‑flow treatment and sale intent are not stated in the excerpt.
Disclosure clarifies control vectors and entity attributions within a financial group.
The schedule names specific subsidiaries (for example, J.P. Morgan Trust Company of Delaware and J.P. Morgan Securities LLC) that hold or acquired the securities. The filing follows Schedule 13G conventions for institutional investors.
Stake size (5.2%) may require monitoring in subsequent public filings for material changes; no regulatory action or intent is stated here.