AMF Tjanstepension AB Purchases 73,725 Shares of NextEra Energy, Inc. $NEE

AMF Tjanstepension AB lifted its position in NextEra Energy, Inc. (NYSE:NEE) by 6.5% during the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 1,202,595 shares of the utilities provider’s stock after purchasing an additional 73,725 shares during the period. AMF Tjanstepension AB’s holdings in NextEra Energy were worth $96,544,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently made changes to their positions in the company. Vanguard Group Inc. grew its holdings in shares of NextEra Energy by 1.0% in the fourth quarter. Vanguard Group Inc. now owns 216,033,697 shares of the utilities provider’s stock worth $17,343,185,000 after purchasing an additional 2,234,176 shares during the last quarter. Legal & General Group Plc lifted its stake in NextEra Energy by 2.3% in the third quarter. Legal & General Group Plc now owns 16,787,191 shares of the utilities provider’s stock worth $1,267,265,000 after acquiring an additional 373,088 shares during the period. Amundi lifted its stake in NextEra Energy by 16.7% in the third quarter. Amundi now owns 12,461,783 shares of the utilities provider’s stock worth $1,012,129,000 after acquiring an additional 1,780,881 shares during the period. Bessemer Group Inc. lifted its stake in NextEra Energy by 6.7% in the fourth quarter. Bessemer Group Inc. now owns 9,387,467 shares of the utilities provider’s stock worth $753,625,000 after acquiring an additional 592,883 shares during the period. Finally, Pictet Asset Management Holding SA lifted its stake in NextEra Energy by 47.3% in 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. Institutional investors own 78.72% of the company’s stock.

Key Stories Impacting NextEra Energy

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

• Positive Sentiment: The merger could make NextEra the world’s largest regulated electric utility, expanding its footprint across Florida, Virginia, the Carolinas, and a major AI-heavy power market in Northern Virginia, which may support long-term growth. NextEra-Dominion Merger Creates a New Utility Giant for the AI Age
• Positive Sentiment: Multiple reports frame the deal as a way to capitalize on rising power demand from AI data centers, a structural trend that could boost utility revenue growth for years. NextEra Energy and Dominion to merge, combining two key players in the race to power AI data centers
• Neutral Sentiment: Broader energy stocks also traded firmer late Monday, which may have provided some sector support even as NextEra’s own shares came under pressure. Sector Update: Energy Stocks Gain Late Afternoon
• Negative Sentiment: Investors are weighing the complexity of a huge transaction, including regulatory approvals, shareholder votes, and likely legal scrutiny, which can create uncertainty for NextEra near term. NextEra Energy to buy Dominion in $66.8 billion US power deal amid AI boom
• Negative Sentiment: The all-stock structure raises dilution concerns for existing NEE holders, helping explain why the market has been cautious despite the strategic rationale. Why NextEra Energy Stock Fell 5.4% Today

NextEra Energy Stock Performance

Shares of NextEra Energy stock opened at $88.99 on Tuesday. The company has a current ratio of 0.54, a quick ratio of 0.44 and a debt-to-equity ratio of 1.41. The firm has a market capitalization of $185.57 billion, a P/E ratio of 22.64, a P/E/G ratio of 2.74 and a beta of 0.73. The business has a fifty day simple moving average of $92.90 and a two-hundred day simple moving average of $87.86. NextEra Energy, Inc. has a 12 month low of $63.88 and a 12 month high of $98.75.

NextEra Energy (NYSE:NEE) last announced its quarterly earnings data on Thursday, April 23rd. The utilities provider reported $1.09 EPS for the quarter, beating the consensus estimate of $1.03 by $0.06. The business 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 quarter last year, the firm posted $0.99 earnings per share. NextEra Energy has set its FY 2026 guidance at 3.920-4.02 EPS. On average, equities analysts forecast that NextEra Energy, Inc. will post 4.01 earnings per share for the current fiscal year.

Analysts Set New Price Targets

A number of analysts recently commented on NEE shares. Weiss Ratings raised NextEra Energy from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Monday, April 27th. The Goldman Sachs Group raised their price target on NextEra Energy from $94.00 to $98.00 and gave the stock a “buy” rating in a research note on Wednesday, January 28th. Jefferies Financial Group raised their price target on NextEra Energy from $92.00 to $93.00 and gave the stock a “hold” rating in a research note on Tuesday, April 21st. JPMorgan Chase & Co. raised their price target on NextEra Energy from $100.00 to $105.00 and gave the stock an “overweight” rating in a research note on Wednesday, May 13th. Finally, DA Davidson raised their price objective on NextEra Energy from $95.00 to $105.00 and gave the company a “buy” rating in a research report on Tuesday, May 5th. One 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 company’s stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $99.00.

Insider Transactions at NextEra Energy

In other news, Treasurer James Michael May sold 7,161 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 value of $646,423.47. Following the completion of the transaction, the treasurer owned 26,719 shares of the company’s stock, valued at $2,411,924.13. The trade was a 21.14% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Nicole J. Daggs sold 4,934 shares of NextEra Energy stock in a transaction dated Friday, March 13th. The stock was sold at an average price of $93.00, for a total value of $458,862.00. Following the completion of the transaction, the executive vice president directly owned 16,905 shares of the company’s stock, valued at approximately $1,572,165. This represents a 22.59% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 31,767 shares of company stock valued at $2,881,077 in the last quarter. 0.18% of the stock is owned by insiders.

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.