US Bancorp DE Cuts Stock Holdings in NextEra Energy, Inc. $NEE

US Bancorp DE lowered its stake in shares of NextEra Energy, Inc. (NYSE:NEE) by 3.4% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 2,783,743 shares of the utilities provider’s stock after selling 96,590 shares during the quarter. US Bancorp DE’s holdings in NextEra Energy were worth $223,479,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors have also modified their holdings of NEE. Pictet Asset Management Holding SA increased its position in shares of NextEra Energy by 47.3% during the fourth quarter. Pictet Asset Management Holding SA now owns 9,254,022 shares of the utilities provider’s stock worth $742,913,000 after acquiring an additional 2,972,924 shares during the period. Danica Pension Livsforsikringsaktieselskab purchased a new stake in shares of NextEra Energy during the third quarter worth $177,198,000. Vanguard Group Inc. increased its holdings in NextEra Energy by 1.0% in the fourth quarter. Vanguard Group Inc. now owns 216,033,697 shares of the utilities provider’s stock valued at $17,343,185,000 after buying an additional 2,234,176 shares during the last quarter. Amundi increased its holdings in NextEra Energy by 16.7% in the third quarter. Amundi now owns 12,461,783 shares of the utilities provider’s stock valued at $1,012,129,000 after buying an additional 1,780,881 shares during the last quarter. Finally, Danske Bank A S purchased a new position in NextEra Energy in the third quarter valued at $88,262,000. Hedge funds and other institutional investors own 78.72% of the company’s stock.

Insider Buying and Selling

In other NextEra Energy news, Treasurer James Michael May sold 7,161 shares of the company’s stock in a transaction on Monday, March 9th. The shares were sold at an average price of $90.27, for a total value of $646,423.47. Following the completion of the transaction, the treasurer owned 26,719 shares in the company, valued at $2,411,924.13. This represents a 21.14% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, EVP Charles E. Sieving sold 30,000 shares of the stock in a transaction dated Wednesday, February 4th. The stock was sold at an average price of $90.00, for a total transaction of $2,700,000.00. Following the sale, the executive vice president owned 167,481 shares of the company’s stock, valued at $15,073,290. This trade represents a 15.19% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 179,990 shares of company stock valued at $16,155,409 over the last ninety days. Company insiders own 0.18% of the company’s stock.

Wall Street Analyst Weigh In

Several equities analysts recently commented on the company. The Goldman Sachs Group increased their target price on NextEra Energy from $94.00 to $98.00 and gave the company a “buy” rating in a report on Wednesday, January 28th. Morgan Stanley set a $108.00 target price on NextEra Energy and gave the company an “overweight” rating in a report on Friday, April 17th. Wall Street Zen lowered NextEra Energy from a “hold” rating to a “sell” rating in a report on Saturday, March 28th. Weiss Ratings raised NextEra Energy from a “hold (c+)” rating to a “buy (b-)” rating in a report on Monday. Finally, TD Cowen increased their target price on NextEra Energy from $99.00 to $101.00 and gave the company a “buy” rating in a report on Monday. One equities research analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and four have given a Hold rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $97.63.

Trending Headlines about NextEra Energy

Here are the key news stories impacting NextEra Energy this week:

• Positive Sentiment: Analysts lifting targets — TD Cowen raised its price target to $101 and HSBC to $106, keeping Buy ratings; these headline upgrades support upside expectations and buying interest. TD Cowen/HSBC Price Target Moves
• Positive Sentiment: BTIG raised its price target to $112, signaling stronger upside from some sell?side desks and likely helping momentum flows. BTIG Price Target Raise
• Positive Sentiment: Erste Group slightly increased FY2027 EPS to $4.39 and reiterated a Buy — incremental upward revisions bolster consensus versus NextEra’s FY guidance range. Erste Group EPS Revision (via Zacks)
• Positive Sentiment: Project win — NextEra Resources will build a 250 MW solar plant for Graphic Packaging in Texas, adding contracted renewables revenue and visibility for its development pipeline. Graphic Packaging Solar Deal (Reuters)
• Positive Sentiment: Regulatory longevity — the NRC renewed FPL’s St. Lucie licenses for 20 years, supporting stable, low?cost generation at NextEra’s largest regulated utility unit and lowering long?term operating risk. NRC License Renewal (PR Newswire)
• Neutral Sentiment: Momentum/coverage pieces note NEE recently hit new highs and has strong one?year performance; this draws investor attention but also raises valuation questions for some buyers. New Highs Coverage (Yahoo)
• Neutral Sentiment: Broader market and sector context: energy/utilities ETFs and sector flows (XLU, POWR coverage) and heavier investor searches could increase passive/active inflows but are not company?specific drivers. ETF/sector coverage (Zacks)

NextEra Energy Stock Performance

NYSE NEE opened at $94.20 on Thursday. The company has a debt-to-equity ratio of 1.41, a current ratio of 0.54 and a quick ratio of 0.44. NextEra Energy, Inc. has a 1 year low of $63.88 and a 1 year high of $97.63. The company has a market capitalization of $196.43 billion, a PE ratio of 23.97, a P/E/G ratio of 2.79 and a beta of 0.74. The company has a fifty day moving average of $92.60 and a two-hundred day moving average of $87.07.

NextEra Energy (NYSE:NEE) last released its quarterly earnings data on Thursday, April 23rd. The utilities provider reported $1.09 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.03 by $0.06. NextEra Energy had a net margin of 29.36% and a return on equity of 12.25%. The company had revenue of $6.70 billion during the quarter, compared to the consensus estimate of $7.43 billion. During the same quarter in the prior year, the firm posted $0.99 earnings per share. NextEra Energy’s revenue for the quarter was up 7.3% on a year-over-year basis. NextEra Energy has set its FY 2026 guidance at 3.920-4.02 EPS. As a group, analysts expect that NextEra Energy, Inc. will post 4 earnings per share for the current year.

NextEra Energy Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Monday, March 16th. Shareholders of record on Friday, February 27th were paid a $0.6232 dividend. This is a boost from NextEra Energy’s previous quarterly dividend of $0.57. This represents a $2.49 annualized dividend and a yield of 2.6%. The ex-dividend date was Friday, February 27th. NextEra Energy’s payout ratio is currently 63.36%.

NextEra Energy Profile

NextEra Energy, Inc (NYSE: NEE), headquartered in Juno Beach, Florida, is a leading clean energy company with both regulated utility operations and competitive renewable generation businesses. The company’s principal operating subsidiaries include Florida Power & Light Company (FPL), a regulated electric utility serving customers in Florida, and NextEra Energy Resources, which develops, constructs, owns and operates a large portfolio of wind, solar and energy storage projects. Together these businesses provide electricity supply, transmission and distribution services as well as utility-scale renewable generation and related services.

NextEra’s activities cover the full lifecycle of power assets, from project development and construction to operation, maintenance and asset optimization.