Cullen Frost Bankers Inc. Has $3.88 Million Stock Position in NextEra Energy, Inc. $NEE

Cullen Frost Bankers Inc. reduced its holdings in NextEra Energy, Inc. (NYSE:NEE) by 42.5% in the 4th quarter, Holdings Channel reports. The fund owned 48,324 shares of the utilities provider’s stock after selling 35,698 shares during the period. Cullen Frost Bankers Inc.’s holdings in NextEra Energy were worth $3,879,000 as of its most recent SEC filing.

A number of other institutional investors have also recently bought and sold shares of the business. Brighton Jones LLC boosted its position in NextEra Energy by 7.0% during the fourth quarter. Brighton Jones LLC now owns 28,282 shares of the utilities provider’s stock valued at $2,028,000 after purchasing an additional 1,840 shares during the last quarter. Revolve Wealth Partners LLC increased its position in NextEra Energy by 6.5% in the 4th quarter. Revolve Wealth Partners LLC now owns 4,854 shares of the utilities provider’s stock worth $348,000 after purchasing an additional 298 shares during the last quarter. Acadian Asset Management LLC increased its position in NextEra Energy by 38.4% in the 1st quarter. Acadian Asset Management LLC now owns 12,542 shares of the utilities provider’s stock worth $887,000 after purchasing an additional 3,479 shares during the last quarter. Sivia Capital Partners LLC raised its stake in shares of NextEra Energy by 18.1% during the 2nd quarter. Sivia Capital Partners LLC now owns 5,563 shares of the utilities provider’s stock worth $386,000 after purchasing an additional 852 shares in the last quarter. Finally, United Bank raised its stake in shares of NextEra Energy by 2.9% during the 2nd quarter. United Bank now owns 15,596 shares of the utilities provider’s stock worth $1,083,000 after purchasing an additional 444 shares in the last quarter. 78.72% of the stock is currently owned by institutional investors and hedge funds.

Insider Transactions at NextEra Energy

In related news, EVP Terrell Kirk Crews II sold 19,672 shares of NextEra Energy stock in a transaction on Monday, March 9th. The shares were sold at an average price of $90.27, for a total value of $1,775,791.44. Following the transaction, the executive vice president owned 73,857 shares in the company, valued at $6,667,071.39. This trade represents a 21.03% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, Treasurer James Michael May sold 7,161 shares of the business’s stock in a transaction on Monday, March 9th. The stock was sold at an average price of $90.27, for a total transaction of $646,423.47. Following the transaction, the treasurer directly owned 26,719 shares of the company’s stock, valued at approximately $2,411,924.13. This represents a 21.14% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders sold 31,767 shares of company stock worth $2,881,077. 0.18% of the stock is owned by insiders.

NextEra Energy Stock Performance

Shares of NYSE NEE opened at $89.66 on Friday. The business’s 50-day simple moving average is $92.77 and its 200-day simple moving average is $88.03. 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, Inc. has a 52 week low of $63.88 and a 52 week high of $98.75. The firm has a market cap of $186.96 billion, a price-to-earnings ratio of 22.81, a P/E/G ratio of 2.59 and a beta of 0.73.

NextEra Energy (NYSE:NEE) last posted its earnings results on Thursday, April 23rd. The utilities provider reported $1.09 earnings per share for the quarter, topping the consensus estimate of $1.03 by $0.06. The firm had revenue of $6.70 billion during the quarter, compared to analyst estimates of $7.43 billion. NextEra Energy had a return on equity of 12.25% and a net margin of 29.36%.The company’s revenue for the quarter was up 7.3% on a year-over-year basis. During the same period in the previous year, the company earned $0.99 EPS. NextEra Energy has set its FY 2026 guidance at 3.920-4.02 EPS. As a group, equities research analysts expect that NextEra Energy, Inc. will post 4.01 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

Several equities research analysts recently commented on the company. HSBC boosted their price target on NextEra Energy from $103.00 to $106.00 and gave the company a “buy” rating in a research note on Tuesday, April 28th. TD Cowen raised their price objective on shares of NextEra Energy from $99.00 to $101.00 and gave the company a “buy” rating in a research report on Monday, April 27th. UBS Group boosted their target price on shares of NextEra Energy from $91.00 to $104.00 and gave the stock a “buy” rating in a research report on Thursday, March 5th. Weiss Ratings upgraded shares of NextEra Energy from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Monday, April 27th. Finally, Scotiabank raised their price target on shares of NextEra Energy from $102.00 to $110.00 and gave the company a “sector perform” rating in a report on Friday, April 24th. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and four have given a Hold rating to the stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $99.15.

Key Stories Impacting NextEra Energy

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

• Positive Sentiment: NextEra’s board declared a regular quarterly dividend of $0.6232 per share, underscoring its ongoing shareholder payout and income appeal. NextEra Energy board declares quarterly dividend
• Positive Sentiment: Investor commentary around NextEra’s approximately $67 billion all-stock acquisition of Dominion Energy (NYSE: D) frames the deal as a major bet on surging electricity demand, especially from AI data centers, and could support long-term earnings growth if integration goes well. One Thing Investors Should Know About NextEra’s Acquisition of Dominion
• Positive Sentiment: Analysts and media coverage also highlighted that NextEra’s latest earnings call signaled robust growth, reinforcing confidence in the company’s operating momentum. NextEra Energy’s Earnings Call Signals Robust Growth
• Neutral Sentiment: Reuters reported NextEra also agreed to buy Caliber Resource Partners for about $1.3 billion and set up a shale joint venture, but this looks more like a portfolio restructuring move than an immediate stock catalyst. NextEra to buy Quantum-backed energy firm Caliber, set up US shale JV
• Negative Sentiment: Some coverage noted that the Dominion deal initially rattled Wall Street because of concerns about the purchase price, dilution, and whether the transaction will pay off. NextEra stock drops as Wall Street balks at Dominion share price
• Negative Sentiment: Reuters also flagged risk that the mega-merger may hinge on keeping customer power bills under control while expanding capacity for energy-hungry data centers, which could become a regulatory and execution headwind. Giant US power merger bets on AI build-out, but may hinge on power bills

About NextEra Energy

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.