Nicollet Investment Management Inc. Makes New $5.06 Million Investment in NextEra Energy, Inc. $NEE

Nicollet Investment Management Inc. purchased a new stake in shares of NextEra Energy, Inc. (NYSE:NEE) during the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund purchased 66,849 shares of the utilities provider’s stock, valued at approximately $5,063,000. NextEra Energy accounts for about 1.5% of Nicollet Investment Management Inc.’s holdings, making the stock its 20th largest position.

Several other large investors have also recently bought and sold shares of NEE. Legal & General Group Plc acquired a new stake in NextEra Energy during the 2nd quarter worth about $1,465,987,000. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC grew its stake in NextEra Energy by 5.8% during the 2nd quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 16,302,084 shares of the utilities provider’s stock valued at $1,430,834,000 after acquiring an additional 895,824 shares in the last quarter. Amundi increased its holdings in shares of NextEra Energy by 46.5% in the 2nd quarter. Amundi now owns 13,329,077 shares of the utilities provider’s stock valued at $1,169,839,000 after purchasing an additional 4,231,814 shares during the period. Bessemer Group Inc. increased its holdings in shares of NextEra Energy by 8.5% in the 1st quarter. Bessemer Group Inc. now owns 10,187,013 shares of the utilities provider’s stock valued at $946,169,000 after purchasing an additional 799,546 shares during the period. Finally, Pictet Asset Management Holding SA increased its holdings in shares of NextEra Energy by 4.3% in the 1st quarter. Pictet Asset Management Holding SA now owns 9,648,920 shares of the utilities provider’s stock valued at $896,185,000 after purchasing an additional 394,898 shares during the period. 78.72% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

A number of analysts have recently issued reports on the stock. Seaport Research Partners reissued a “sell” rating and issued a $56.00 price target (up from $55.00) on shares of NextEra Energy in a research report on Friday, October 2nd. Morgan Stanley set a $110.00 price objective on shares of NextEra Energy and gave the company an “overweight” rating in a research report on Wednesday. HC Wainwright reaffirmed a “buy” rating on shares of NextEra Energy in a research report on Monday, July 27th. Scotiabank dropped their price objective on shares of NextEra Energy from $110.00 to $99.00 and set an “outperform” rating on the stock in a research note on Wednesday, September 30th. Finally, Barclays set a $91.00 target price on shares of NextEra Energy and gave the stock an “equal weight” rating in a research report on Tuesday, July 7th. Eighteen equities research analysts have rated the stock with a Buy rating and five have given a Hold rating to the company’s stock. According to MarketBeat.com, NextEra Energy presently has a consensus rating of “Moderate Buy” and an average target price of $99.65.

NextEra Energy Stock Up 0.0%

NYSE:NEE traded up $0.02 during mid-day trading on Wednesday, reaching $78.24. The stock had a trading volume of 4,732,735 shares, compared to its average volume of 10,734,374. The business’s 50 day moving average is $81.49 and its 200 day moving average is $86.85. NextEra Energy, Inc. has a fifty-two week low of $74.41 and a fifty-two week high of $98.75. The stock has a market cap of $163.22 billion, a P/E ratio of 17.58, a PEG ratio of 2.41 and a beta of 0.64. The company has a debt-to-equity ratio of 1.45, a current ratio of 0.53 and a quick ratio of 0.44.

NextEra Energy (NYSE:NEE) last released its quarterly earnings data on Friday, July 24th. The utilities provider reported $1.15 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.11 by $0.04. NextEra Energy had a net margin of 32.40% and a return on equity of 12.28%. The business had revenue of $7.53 billion during the quarter, compared to analyst estimates of $8.11 billion. During the same quarter in the previous year, the business earned $1.05 EPS. NextEra Energy’s quarterly revenue was up 12.4% compared to the same quarter last year. NextEra Energy has set its FY 2026 guidance at 3.920-4.020 EPS. As a group, sell-side analysts predict that NextEra Energy, Inc. will post 4.03 earnings per share for the current year.

NextEra Energy Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, September 15th. Investors of record on Friday, August 28th were issued a dividend of $0.6232 per share. This represents a $2.49 annualized dividend and a dividend yield of 3.2%. The ex-dividend date of this dividend was Friday, August 28th. NextEra Energy’s dividend payout ratio is currently 55.96%.

Trending Headlines about NextEra Energy

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

• Positive Sentiment: NextEra’s history of exceeding earnings expectations, together with favorable analyst-estimate trends and other indicators tracked by Zacks, is being cited as evidence that the company could beat consensus in its next quarterly report. Will NextEra Beat Estimates Again in Its Next Earnings Report?
• Positive Sentiment: KeyCorp raised its fourth-quarter 2026 EPS estimate to $0.49 from $0.44, while Wells Fargo reiterated a Buy rating and a $108 price target. The company’s earnings outlook is also viewed as supportive of continued dividend growth after 31 consecutive years of increases. Wells Fargo Keeps Buy Rating on NextEra Energy
• Neutral Sentiment: NextEra disclosed a proposed $15.5 million insurance-funded settlement in shareholder litigation, along with governance reforms lasting at least four years. The resolution could reduce legal uncertainty, although investors may continue monitoring the reforms and their effect on management oversight. Governance Settlement and Earnings Expectations Could Be a Game Changer
• Negative Sentiment: KeyCorp lowered its Q3 2026 EPS estimate to $1.23 from $1.34 and reduced its FY2026, FY2027, FY2029, and FY2030 forecasts slightly. Its FY2026 estimate of $3.96 is below the roughly $4.03 consensus, tempering the earnings-beat narrative. KeyCorp Estimate Changes
• Negative Sentiment: Morgan Stanley reportedly warned that higher interest rates could pressure valuations across clean-tech companies, including NextEra. Higher rates can raise financing costs and reduce the value investors assign to long-duration renewable-energy growth projects. Clean-Tech Firms Facing Valuation Impact on Higher Rates

NextEra Energy Company Profile

NextEra Energy, Inc is an electric power and energy infrastructure company headquartered in Juno Beach, Florida. Through its principal subsidiary, Florida Power & Light Company (FPL), the company generates, transmits, distributes and sells electricity to customers across Florida. FPL serves residential, commercial and industrial customers and operates a diverse generation portfolio that includes natural gas, solar, nuclear and other resources.

NextEra Energy’s other major business, NextEra Energy Resources, develops, owns and operates energy projects in the United States and Canada.