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JPMorgan affiliates disclose 109.2M shares in NextEra Energy (NEE)

Filing Impact
(Moderate)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G

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.

Beneficial ownership 109,203,321 shares as of 03/31/2026
Percent of class 5.2% as of 03/31/2026
Sole voting power 86,816,953 shares reported in Item 4(a)(i)
Sole dispositive power 108,358,553 shares reported in Item 4(a)(iii)
Reporting date 03/31/2026 date tied to ownership figures
Signature date 05/13/2026 form signed by Vice President Rachel Tsvaygoft
Schedule 13G regulatory
"Item 1(a) Name of issuer: NEXTERA ENERGY INC"
A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.
Beneficial ownership financial
"Item 4. Ownership (a) Amount beneficially owned: 109,203,321"
Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.
Sole dispositive power regulatory
"Item 4 (iii) Sole power to dispose: 108,358,553"
Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.
Shared voting power financial
"Item 4 (ii) Shared power to vote: 1,042,347"
Shared voting power occurs when two or more parties jointly have the right to vote or decide how a block of company shares is cast, like co-owners who must agree before moving a piece of furniture. Investors care because who controls voting rights affects board elections, major corporate decisions and takeover outcomes, and shared control can alter regulatory disclosures and the practical influence any holder has over a company’s direction and value.





65339F101

(CUSIP Number)
03/31/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G





SCHEDULE 13G



JPMORGAN CHASE & CO
Signature:Rachel Tsvaygoft
Name/Title:Vice President
Date:05/13/2026

FAQ

What stake does JPMorgan report in NEE?

JPMorgan reports beneficial ownership of 109,203,321 shares, equal to 5.2% of NEXTERA ENERGY INC common stock as of 03/31/2026. The schedule aggregates holdings across multiple J.P. Morgan subsidiaries named in the filing.

Which J.P. Morgan entities are listed as holders?

The filing lists entities including J.P. Morgan Trust Company of Delaware, J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., and several asset management affiliates and others as the relevant subsidiaries holding the securities.

How many shares does JPMorgan have sole voting power over?

JPMorgan reports sole voting power over 86,816,953 shares of NEE common stock. The filing also discloses shared voting power of 1,042,347 shares, as specified in the ownership schedule.

Who signed the Schedule 13G and when?

Rachel Tsvaygoft, Vice President, signed the Schedule 13G on 05/13/2026. The ownership figures are reported as of 03/31/2026, per the form's date fields.