PFG Advisors lessened its stake in shares of NextEra Energy, Inc. (NYSE:NEE – Free Report) by 47.7% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 10,270 shares of the utilities provider’s stock after selling 9,365 shares during the quarter. PFG Advisors’ holdings in NextEra Energy were worth $824,000 as of its most recent filing with the SEC.
A number of other institutional investors have also made changes to their positions in NEE. Vanguard Group Inc. boosted its position in NextEra Energy by 0.4% during the third quarter. Vanguard Group Inc. now owns 213,799,521 shares of the utilities provider’s stock worth $16,139,726,000 after purchasing an additional 922,500 shares during the period. Legal & General Group Plc lifted its stake in shares of 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 buying an additional 373,088 shares during the last quarter. Amundi lifted its stake in shares of 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 buying an additional 1,780,881 shares during the last quarter. CIBC Private Wealth Group LLC boosted its holdings in shares of NextEra Energy by 1.9% during the 3rd quarter. CIBC Private Wealth Group LLC now owns 7,585,666 shares of the utilities provider’s stock worth $572,642,000 after buying an additional 141,081 shares during the period. Finally, Sumitomo Mitsui Trust Group Inc. grew its stake in NextEra Energy by 1.8% in the 3rd quarter. Sumitomo Mitsui Trust Group Inc. now owns 4,953,009 shares of the utilities provider’s stock valued at $373,903,000 after buying an additional 89,586 shares during the last quarter. 78.72% of the stock is owned by institutional investors.
Key Stories Impacting NextEra Energy
Here are the key news stories impacting NextEra Energy this week:
- Positive Sentiment: Q1 EPS beat expectations (adjusted $1.09/sh) and management commentary showed multiple business units contributing to the upside, supporting near?term earnings confidence. NextEra Energy, Inc. Q1 2026 Earnings Call Summary
- Positive Sentiment: Company confirmed FY?2026 EPS guidance at $3.92–$4.02 (roughly in line with street consensus), giving investors clarity on full?year expectations. NextEra Energy (NEE) Stock Surges Past Q1 2026 Earnings Expectations
- Positive Sentiment: Renewables and storage origination contributed meaningfully (additions reported and a sizable backlog cited — ~33 GW reported), reinforcing NextEra’s growth runway outside regulated utility operations. NextEra Energy Beats Q1 Earnings Estimates, Revenues Rise Y/Y
- Positive Sentiment: BMO Capital Markets raised its price target to $99 and kept an Outperform rating, providing incremental analyst support that likely amplified buying interest. BMO Capital Adjusts Price Target on NextEra Energy to $99 from $95, Maintains Outperform Rating
- Neutral Sentiment: Top?line missed consensus ($6.70B reported vs. higher street estimates), though revenue was up year?over?year ~7.3% — the miss tempers the EPS beat and may reflect timing or contract/tax items. NextEra Energy Q1 Financial Results / Press Release
- Neutral Sentiment: Broad market/geopolitical weakness kept sentiment choppy intraday; stock moves may partly reflect risk?on flows rather than company fundamentals alone. Geopolitics Weigh on Sentiment
- Neutral Sentiment: Legislative developments (H.R. 4690 discussion on federal efficiency rules) create policy uncertainty around building efficiency/fossil?fuel rules — potential longer?term regulatory noise but unclear immediate impact. Congress Vote: The House has passed H.R. 4690 – Reliable Federal Infrastructure Act
- Negative Sentiment: Some sell?side divergence: Morgan Stanley trimmed its price target modestly while other firms remained bullish — mixed analyst reactions can increase short?term volatility. NextEra Energy (NEE) Price Target Lowered by $2 at Morgan Stanley
Wall Street Analysts Forecast Growth
Insider Activity at NextEra Energy
In other news, EVP Nicole J. Daggs sold 4,934 shares of the business’s stock in a transaction that occurred on Friday, March 13th. The stock was sold at an average price of $93.00, for a total transaction of $458,862.00. Following the sale, the executive vice president directly owned 16,905 shares in the company, valued at approximately $1,572,165. The trade was a 22.59% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, CEO John W. Ketchum sold 99,603 shares of the company’s stock in a transaction on 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 completion of the transaction, the chief executive officer owned 305,933 shares of the company’s stock, valued at $27,332,054.22. The trade was a 24.56% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 179,990 shares of company stock worth $16,155,409 in the last three months. Company insiders own 0.18% of the company’s stock.
NextEra Energy Stock Performance
NYSE:NEE opened at $96.33 on Friday. The firm’s 50-day moving average is $92.41 and its 200-day moving average is $86.72. The company has a market cap of $200.87 billion, a price-to-earnings ratio of 29.28, a PEG ratio of 2.64 and a beta of 0.74. The company has a debt-to-equity ratio of 1.35, a quick ratio of 0.49 and a current ratio of 0.60. NextEra Energy, Inc. has a 52-week low of $63.88 and a 52-week high of $96.70.
NextEra Energy (NYSE:NEE – Get Free Report) last released its earnings results on Thursday, April 23rd. The utilities provider reported $1.09 earnings per share for the quarter, beating the consensus estimate of $1.03 by $0.06. NextEra Energy had a net margin of 24.93% and a return on equity of 12.18%. The business had revenue of $6.70 billion during the quarter, compared to analysts’ expectations of $7.43 billion. During the same quarter last year, the company earned $0.99 earnings per share. The firm’s 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. Equities research analysts anticipate that NextEra Energy, Inc. will post 4.01 earnings per share for the current year.
NextEra Energy Increases Dividend
The company also recently disclosed a quarterly dividend, which was paid on Monday, March 16th. Shareholders of record on Friday, February 27th were given a $0.6232 dividend. The ex-dividend date was Friday, February 27th. This represents a $2.49 dividend on an annualized basis and a dividend yield of 2.6%. This is an increase from NextEra Energy’s previous quarterly dividend of $0.57. NextEra Energy’s dividend payout ratio is 75.68%.
NextEra Energy Company 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.
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