OPAL Fuels Inc. Amended Major Shareholder Report

NextEra Energy Inc. and its subsidiary Mendocino Capital, LLC report beneficial ownership of 2,158,547 shares of OPAL Fuels Inc. Class A common stock, representing 7.4% of the class.

Accepted by SEC EDGAR 03/10/2026 - 04:05 PM EDT

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Form Type

SCHEDULE 13D/A

Rhea-AI Filing Summary

NextEra Energy Inc. and its subsidiary Mendocino Capital, LLC report beneficial ownership of 2,158,547 shares of OPAL Fuels Inc. Class A common stock, representing 7.4% of the class. The percentage is based on 28,996,177 Class A shares outstanding as of November 7, 2025.

This Amendment No. 3 updates their disclosure about contracts and relationships by noting that Mendocino previously held Series A Preferred Units of Opal Fuels LLC and requested redemption of all such units on December 3, 2025. Opal Fuels LLC fully redeemed all of these Series A Preferred Units from Mendocino on March 6, 2026.

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SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13D

Under the Securities Exchange Act of 1934

(Amendment No. 3)

OPAL Fuels Inc.

(Name of Issuer)

Class A Common Stock, par value $0.0001 per share

(Title of Class of Securities)

Charles E. Sieving, Esq., EVP
NextEra Energy, Inc., 700 Universe Boulevard
Juno Beach, FL, 33408
561-694-4000

(Name, Address and Telephone Number of Person Authorized to Receive Notices and Communications)

03/10/2026

(Date of Event Which Requires Filing of This Statement)

If the filing person has previously filed a statement on Schedule 13G to report the acquisition that is the subject of this Schedule 13D, and is filing this schedule because of §§ 240.13d-1(e), 240.13d-1(f) or 240.13d-1(g), check the following box.

The information required on the remainder of this cover page shall not be deemed to be "filed" for the purpose of Section 18 of the Securities Exchange Act of 1934 ("Act") or otherwise subject to the liabilities of that section of the Act but shall be subject to all other provisions of the Act (however, see the Notes).

SCHEDULE 13D

CUSIP Number(s):

Name of reporting person

NEXTERA ENERGY INC

Check the appropriate box if a member of a Group (See Instructions)

(a)
(b)

SEC use only

Source of funds (See Instructions)

Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)

Citizenship or place of organization

FLORIDA

Number of Shares Beneficially Owned by Each Reporting Person With:

7	Sole Voting Power 0.00
8	Shared Voting Power 2,158,547.00
9	Sole Dispositive Power 0.00
10	Shared Dispositive Power 2,158,547.00

Aggregate amount beneficially owned by each reporting person

2,158,547.00

Check if the aggregate amount in Row (11) excludes certain shares (See Instructions)

Percent of class represented by amount in Row (11)

7.4 %

Type of Reporting Person (See Instructions)

Comment for Type of Reporting Person:

Items 8, 10, 11: Reflects 2,158,547 shares of Class A common stock, par value $0.0001 per share ("Class A Common Stock"), owned by Mendocino Capital, LLC, a wholly owned subsidiary of NextEra Energy, Inc., a publicly traded company with its common stock listed on the New York Stock Exchange under the symbol "NEE". Item 13: The percentage used herein and in the rest of this Schedule 13D is calculated based upon 28,996,177 shares of the Issuer's Class A Common Stock outstanding as of November 7, 2025, as disclosed in the Issuer's Quarterly Report on Form 10-Q filed with the Securities and Exchange Commission on November 7, 2025.

SCHEDULE 13D

CUSIP Number(s):

Name of reporting person

Mendocino Capital, LLC

Check the appropriate box if a member of a Group (See Instructions)

(a)
(b)

SEC use only

Source of funds (See Instructions)

Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)

Citizenship or place of organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

7	Sole Voting Power 0.00
8	Shared Voting Power 2,158,547.00
9	Sole Dispositive Power 0.00
10	Shared Dispositive Power 2,158,547.00

Aggregate amount beneficially owned by each reporting person

2,158,547.00

Check if the aggregate amount in Row (11) excludes certain shares (See Instructions)

Percent of class represented by amount in Row (11)

7.4 %

Type of Reporting Person (See Instructions)

Comment for Type of Reporting Person:

Items 8, 10, 11: Reflects 2,158,547 shares of Class A Common Stock owned by Mendocino Capital, LLC, a wholly owned subsidiary of NextEra Energy, Inc., a publicly traded company with its common stock listed on the New York Stock Exchange under the symbol "NEE". Item 13: The percentage used herein and in the rest of this Schedule 13D is calculated based upon 28,996,177shares of the Issuer's Class A Common Stock outstanding as of November 7, 2025, as disclosed in the Issuer's Quarterly Report on Form 10-Q filed with the Securities and Exchange Commission on November 7, 2025.

SCHEDULE 13D

Item 1.

Security and Issuer

(a)

Title of Class of Securities:

Class A Common Stock, par value $0.0001 per share

(b)

Name of Issuer:

OPAL Fuels Inc.

(c)

Address of Issuer's Principal Executive Offices:

700 Universe Boulevard, Juno Beach, FLORIDA , 33408.

Item 1 Comment:

This Amendment No. 3 ("Amendment No. 3") to Schedule 13D relates to the Class A common stock, $0.0001 par value per share (the "Class A Common Stock"), of OPAL Fuels Inc. (the "Issuer"), and amends and supplements the initial statement on Schedule 13D originally filed with the Securities and Exchange Commission (the "SEC") by the Reporting Persons on August 1, 2022, as amended by Amendments No. 1 and No. 2 thereto on January 5, 2024 and December 3, 2025, respectively (as amended by such Amendments No. 1 and No. 2, the "Original Schedule 13D"). Capitalized terms used but not defined in this Amendment No. 3 shall have the same meanings ascribed to them in the Original Schedule 13D. This Amendment No. 3 is being filed solely to amend and restate Item 6 below to report the new information described therein.

Item 6.

Contracts, Arrangements, Understandings or Relationships With Respect to Securities of the Issuer

The second paragraph of Item 6 of the Original Schedule 13D is hereby amended and restated as follows: In addition to the 2,158,547 shares of Class A Common Stock that are described herein, the Reporting Persons were previously the beneficial owners of Series A Preferred Units of Opal Fuels LLC (the "Series A Preferred Units"), all of which were directly owned by Mendocino. Opal Fuels LLC is an entity that directly or indirectly holds substantially all of the consolidated assets and business of the Issuer. On December 3, 2025, Mendocino provided written notice to Opal Fuels LLC, pursuant and subject to Opal Fuels LLC's Series A Preferred Unit Certificate of Designations, that Mendocino requested redemption, no later than 90 days after the date of such notice, of all of the Series A Preferred Units. On March 6, 2026, Opal Fuels fully redeemed from Mendocino all of the Series A Preferred Units.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

NEXTERA ENERGY INC