NextEra Energy, Inc. $NEE Shares Sold by Caisse Des Depots ET Consignations

Caisse Des Depots ET Consignations lowered its holdings in NextEra Energy, Inc. (NYSE:NEE) by 5.6% in the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor owned 116,696 shares of the utilities provider’s stock after selling 6,949 shares during the period. Caisse Des Depots ET Consignations’ holdings in NextEra Energy were worth $9,368,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in NEE. Vanguard Group Inc. lifted its position in shares of NextEra Energy by 1.0% during the 4th quarter. Vanguard Group Inc. now owns 216,033,697 shares of the utilities provider’s stock worth $17,343,185,000 after buying an additional 2,234,176 shares during the last quarter. Legal & General Group Plc increased its holdings in shares of NextEra Energy by 2.3% in the 3rd quarter. Legal & General Group Plc now owns 16,787,191 shares of the utilities provider’s stock valued at $1,267,265,000 after purchasing an additional 373,088 shares in the last quarter. Amundi increased its holdings in shares of NextEra Energy by 16.7% in the 3rd quarter. Amundi now owns 12,461,783 shares of the utilities provider’s stock valued at $1,012,129,000 after purchasing an additional 1,780,881 shares in the last quarter. Pictet Asset Management Holding SA grew its stake in NextEra Energy by 47.3% in the 4th quarter. Pictet Asset Management Holding SA now owns 9,254,022 shares of the utilities provider’s stock valued at $742,913,000 after acquiring an additional 2,972,924 shares during the last quarter. Finally, CIBC Private Wealth Group LLC grew its stake in NextEra Energy by 1.9% in the 3rd quarter. CIBC Private Wealth Group LLC now owns 7,585,666 shares of the utilities provider’s stock valued at $572,642,000 after acquiring an additional 141,081 shares during the last quarter. Institutional investors and hedge funds own 78.72% of the company’s stock.

More NextEra Energy News

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

• Positive Sentiment: NextEra reported a strong Q1: $6.701B revenues and net income of $2.182B, with EPS more than doubling year?over?year; the NRC renewed St. Lucie licenses extending operations into the 2050s/2060s — a win for long?term capacity and earnings visibility. Article Title
• Positive Sentiment: BTIG raised its price target to $112, signaling continued analyst confidence and providing upside relative to many street targets. Article Title
• Positive Sentiment: Erste Group nudged its FY2027 EPS estimate higher and maintains a Buy, showing incremental upward revisions to the earnings outlook. Article Title
• Positive Sentiment: NextEra is highlighted by hedge?fund screens and industry lists as a top electrical?infrastructure/energy name and recently hit new highs, reinforcing momentum and institutional interest. Article Title
• Neutral Sentiment: Broker consensus price target sits near $97.32, which is close to current trading levels and suggests limited near?term upside implied by the street as a whole. Article Title
• Neutral Sentiment: Technical analysts see consolidation near record highs with bullish patterns that could support further gains if momentum continues. Article Title
• Neutral Sentiment: Sector and thematic pieces (e.g., multi?energy and top utility lists) keep NEE in investor conversations but are more background than catalysts. Article Title
• Negative Sentiment: Valuation concerns after a ~48% one?year surge: several articles ask whether NEE is stretched, which could pressure the stock if investors rotate to cheaper names. Article Title
• Negative Sentiment: Comparisons with peers (FE vs. NEE) and valuation writeups highlight relative value trade risks if sentiment shifts or utilities outperform rotationally. Article Title

Insider Transactions at NextEra Energy

In other NextEra Energy news, EVP Terrell Kirk Crews II sold 19,672 shares of NextEra Energy stock in a transaction dated Monday, March 9th. The stock was sold at an average price of $90.27, for a total transaction of $1,775,791.44. Following the transaction, the executive vice president owned 73,857 shares of the company’s stock, valued at $6,667,071.39. The trade was a 21.03% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, CEO John W. Ketchum sold 99,603 shares of NextEra Energy stock in a transaction dated Monday, February 9th. The shares were sold at an average price of $89.34, for a total value of $8,898,532.02. Following the transaction, the chief executive officer directly owned 305,933 shares in the company, valued at approximately $27,332,054.22. This trade represents a 24.56% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 179,990 shares of company stock valued at $16,155,409 in the last quarter. 0.18% of the stock is owned by company insiders.

NextEra Energy Trading Down 0.9%

NYSE NEE opened at $97.04 on Friday. The firm has a market capitalization of $202.37 billion, a price-to-earnings ratio of 24.69, a PEG ratio of 2.87 and a beta of 0.73. The company’s 50 day moving average price is $92.72 and its 200 day moving average price is $87.15. NextEra Energy, Inc. has a one year low of $63.88 and a one year high of $98.75. The company has a debt-to-equity ratio of 1.41, a quick ratio of 0.44 and a current ratio of 0.54.

NextEra Energy (NYSE:NEE) last posted its quarterly earnings data on Thursday, April 23rd. The utilities provider reported $1.09 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates 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 for the quarter, compared to analyst estimates of $7.43 billion. During the same quarter last year, the firm posted $0.99 earnings per share. The business’s quarterly revenue was up 7.3% on a year-over-year basis. NextEra Energy has set its FY 2026 guidance at 3.920-4.02 EPS. On average, sell-side analysts predict that NextEra Energy, Inc. will post 4 EPS for the current year.

NextEra Energy Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Monday, March 16th. Investors of record on Friday, February 27th were paid a dividend of $0.6232 per share. This is an increase from NextEra Energy’s previous quarterly dividend of $0.57. This represents a $2.49 dividend on an annualized basis and a dividend yield of 2.6%. The ex-dividend date was Friday, February 27th. NextEra Energy’s dividend payout ratio (DPR) is presently 63.36%.

Analyst Upgrades and Downgrades

A number of equities research analysts recently commented on NEE shares. Wells Fargo & Company set a $102.00 price objective on shares of NextEra Energy and gave the company an “overweight” rating in a research note on Friday, April 24th. Erste Group Bank raised shares of NextEra Energy from a “hold” rating to a “buy” rating in a research note on Wednesday, February 18th. Barclays increased their price objective on shares of NextEra Energy from $85.00 to $89.00 and gave the company an “equal weight” rating in a research note on Tuesday, April 7th. Scotiabank increased their price objective on shares of NextEra Energy from $102.00 to $110.00 and gave the company a “sector perform” rating in a research note on Friday, April 24th. Finally, Jefferies Financial Group increased their price objective on shares of NextEra Energy from $92.00 to $93.00 and gave the company a “hold” rating in a research note on Tuesday, April 21st. One research analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating and four have assigned a Hold rating to the stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $97.63.

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.