NextEra Energy, Inc. $NEE Shares Purchased by Beacon Investment Advisory Services Inc.

Beacon Investment Advisory Services Inc. raised its holdings in NextEra Energy, Inc. (NYSE:NEEFree Report) by 5.4% in the second quarter, according to the company in its most recent disclosure with the SEC. The firm owned 139,413 shares of the utilities provider’s stock after acquiring an additional 7,136 shares during the quarter. Beacon Investment Advisory Services Inc.’s holdings in NextEra Energy were worth $12,236,000 as of its most recent filing with the SEC.

Other institutional investors also recently made changes to their positions in the company. Walker Asset Management LLC increased its stake in NextEra Energy by 2.2% in the 1st quarter. Walker Asset Management LLC now owns 5,010 shares of the utilities provider’s stock worth $465,000 after purchasing an additional 107 shares in the last quarter. PUREfi Wealth LLC lifted its stake in NextEra Energy by 0.9% during the first quarter. PUREfi Wealth LLC now owns 12,594 shares of the utilities provider’s stock valued at $1,170,000 after buying an additional 107 shares in the last quarter. Garrison Point Advisors LLC lifted its stake in NextEra Energy by 0.4% during the fourth quarter. Garrison Point Advisors LLC now owns 28,267 shares of the utilities provider’s stock valued at $2,269,000 after buying an additional 109 shares in the last quarter. Cornerstone Planning Group LLC boosted its holdings in shares of NextEra Energy by 12.8% in the first quarter. Cornerstone Planning Group LLC now owns 978 shares of the utilities provider’s stock worth $94,000 after buying an additional 111 shares during the period. Finally, Legacy Wealth Managment LLC ID boosted its holdings in shares of NextEra Energy by 23.2% in the first quarter. Legacy Wealth Managment LLC ID now owns 594 shares of the utilities provider’s stock worth $55,000 after buying an additional 112 shares during the period. 78.72% of the stock is currently owned by hedge funds and other institutional investors.

NextEra Energy Stock Performance

Shares of NEE opened at $84.74 on Friday. The company’s 50 day moving average price is $87.12 and its 200 day moving average price is $89.90. NextEra Energy, Inc. has a 52 week low of $69.24 and a 52 week high of $98.75. The company has a market capitalization of $176.75 billion, a PE ratio of 19.04, a PEG ratio of 2.32 and a beta of 0.67. The company has a debt-to-equity ratio of 1.45, a quick ratio of 0.44 and a current ratio of 0.53.

NextEra Energy (NYSE:NEEGet Free Report) last released its quarterly earnings data on Friday, July 24th. The utilities provider reported $1.15 earnings per share for the quarter, beating the consensus estimate of $1.11 by $0.04. The firm had revenue of $7.53 billion for the quarter, compared to analyst estimates of $8.11 billion. NextEra Energy had a net margin of 32.40% and a return on equity of 12.28%. The company’s revenue for the quarter was up 12.4% compared to the same quarter last year. During the same quarter in the prior year, the business earned $1.05 EPS. NextEra Energy has set its FY 2026 guidance at 3.920-4.020 EPS. Research analysts expect that NextEra Energy, Inc. will post 4.01 EPS for the current fiscal year.

NextEra Energy Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 15th. Investors of record on Friday, August 28th will be issued a dividend of $0.6232 per share. This represents a $2.49 annualized dividend and a dividend yield of 2.9%. The ex-dividend date is Friday, August 28th. NextEra Energy’s dividend payout ratio (DPR) is currently 55.96%.

Trending Headlines about NextEra Energy

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

  • Positive Sentiment: The proposed Dominion acquisition could significantly expand NextEra’s regulated utility footprint and create the world’s largest regulated electric utility. The combination may also improve access to growing electricity demand from data centers, artificial intelligence and other large-load customers. Can NextEra Energy Reshape the Grid Through a Landmark Combination?
  • Positive Sentiment: Broader power-demand trends remain a potential long-term catalyst. Research cited in coverage says SpaceX’s expanding computing capacity could benefit power and grid companies, while NextEra’s renewable generation and utility infrastructure could position it to capture growth in data-center electricity consumption. SpaceX’s Need for Power Is a Clear Positive for These Companies
  • Neutral Sentiment: Virginia Gov. Abigail Spanberger plans to formally intervene before the State Corporation Commission. Her participation allows the administration to request discovery, submit expert testimony and advocate for conditions affecting customers, but it does not by itself determine whether the merger will be approved. Spanberger Intervenes in Case to Decide Fate of Dominion-NextEra Merger
  • Negative Sentiment: Spanberger is skeptical of the deal because of concerns about rising electricity bills and whether customers would benefit. Her intervention adds political and regulatory opposition, increasing the risk of delays, tougher merger conditions, higher transaction costs or failure to complete the acquisition. Virginia Governor to Intervene in NextEra-Dominion Merger Over Electricity Price Concerns

Analyst Upgrades and Downgrades

A number of equities research analysts have recently issued reports on NEE shares. Barclays set a $91.00 price target on shares of NextEra Energy and gave the company an “equal weight” rating in a report on Tuesday, July 7th. Bank of America lowered their price objective on shares of NextEra Energy from $95.00 to $93.00 and set a “neutral” rating on the stock in a research report on Monday, July 13th. JPMorgan Chase & Co. increased their target price on NextEra Energy from $100.00 to $105.00 and gave the company an “overweight” rating in a report on Wednesday, May 13th. Sanford C. Bernstein reaffirmed an “outperform” rating and issued a $108.00 target price on shares of NextEra Energy in a research report on Monday, July 27th. Finally, HC Wainwright reiterated a “buy” rating on shares of NextEra Energy in a report on Monday, July 27th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating and six have given a Hold rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $99.36.

Get Our Latest Report on NextEra Energy

About NextEra Energy

(Free Report)

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.

Further Reading

Want to see what other hedge funds are holding NEE? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for NextEra Energy, Inc. (NYSE:NEEFree Report).

Institutional Ownership by Quarter for NextEra Energy (NYSE:NEE)

Receive News & Ratings for NextEra Energy Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for NextEra Energy and related companies with MarketBeat.com's FREE daily email newsletter.