TrueMark Investments LLC Sells 7,704 Shares of NextEra Energy, Inc. $NEE

TrueMark Investments LLC cut its position in shares of NextEra Energy, Inc. (NYSE:NEE) by 5.7% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 127,445 shares of the utilities provider’s stock after selling 7,704 shares during the period. NextEra Energy accounts for about 2.3% of TrueMark Investments LLC’s investment portfolio, making the stock its 7th largest position. TrueMark Investments LLC’s holdings in NextEra Energy were worth $11,837,000 at the end of the most recent reporting period.

Other institutional investors have also made changes to their positions in the company. Laurel Wealth Advisors LLC acquired a new position in NextEra Energy in the fourth quarter worth approximately $25,000. Anfield Capital Management LLC lifted its stake in NextEra Energy by 692.3% in the fourth quarter. Anfield Capital Management LLC now owns 309 shares of the utilities provider’s stock valued at $25,000 after acquiring an additional 270 shares during the last quarter. Wealth Watch Advisors INC lifted its stake in NextEra Energy by 223.8% in the fourth quarter. Wealth Watch Advisors INC now owns 327 shares of the utilities provider’s stock valued at $26,000 after acquiring an additional 226 shares during the last quarter. Osbon Capital Management LLC bought a new stake in NextEra Energy in the fourth quarter worth approximately $27,000. Finally, Strive Asset Management LLC bought a new stake in NextEra Energy in the third quarter worth approximately $29,000. 78.72% of the stock is currently owned by institutional investors and hedge funds.

Key NextEra Energy News

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

• Positive Sentiment: Morgan Stanley raised its price target on NextEra Energy to $117 from $111 and kept an overweight rating, signaling expectations for more upside. Morgan Stanley adjusts NextEra Energy price target to 117 from 111, maintains overweight rating
• Positive Sentiment: Analyst commentary highlighted NextEra’s more than $94 billion capital plan through 2030, which supports expansion in Florida Power & Light, renewables, and storage and could drive long-term earnings growth. Can NextEra Energy’s Strategic Investments Fuel Long-Term Growth?
• Positive Sentiment: Investors are also focused on AI-related power demand, with several reports noting that the AI boom could boost electricity usage and benefit utilities like NextEra Energy. Why the AI Boom Could Trigger the Biggest Energy Trade in Decades
• Positive Sentiment: The stock was featured in articles calling it a reliable dividend holding, reinforcing its appeal for income-focused investors. 5 Reliable Dividend Stocks to Buy for Long-Term Investors
• Neutral Sentiment: Recent “investor attention” and market commentary articles reflect growing interest in the name, but do not add new fundamental information. NextEra Energy, Inc. (NEE) is Attracting Investor Attention: Here is What You Should Know
• Neutral Sentiment: One market update noted that NextEra Energy was moving higher even as the broader market slipped, but this was mainly a trading recap rather than a new company-specific catalyst. NextEra Energy (NEE) Increases Despite Market Slip: Here’s What You Need to Know
• Neutral Sentiment: Commentary pieces asking whether NextEra can sustain its market appeal largely echo existing themes around valuation, dividends, and growth outlook. Can NextEra Energy (NYSE:NEE) Sustain Its Market Appeal?

Analyst Upgrades and Downgrades

A number of research firms have recently weighed in on NEE. UBS Group raised their price target on shares of NextEra Energy from $91.00 to $104.00 and gave the company a “buy” rating in a report on Thursday, March 5th. Evercore reiterated an “outperform” rating and issued a $107.00 price objective on shares of NextEra Energy in a report on Monday, May 4th. DA Davidson increased their target price on shares of NextEra Energy from $95.00 to $105.00 and gave the stock a “buy” rating in a research report on Tuesday, May 5th. Sanford C. Bernstein set a $107.00 target price on NextEra Energy and gave the company an “outperform” rating in a report on Tuesday, June 16th. Finally, Wells Fargo & Company set a $102.00 price target on NextEra Energy and gave the stock an “overweight” rating in a research report on Friday, April 24th. Two analysts have rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and four have given a Hold rating to the company. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $99.86.

NextEra Energy Price Performance

Shares of NextEra Energy stock opened at $87.57 on Thursday. The firm has a fifty day simple moving average of $89.82 and a 200-day simple moving average of $88.35. The company has a current ratio of 0.54, a quick ratio of 0.44 and a debt-to-equity ratio of 1.41. NextEra Energy, Inc. has a 1-year low of $67.20 and a 1-year high of $98.75. The stock has a market capitalization of $182.61 billion, a price-to-earnings ratio of 22.28, a PEG ratio of 2.53 and a beta of 0.68.

NextEra Energy (NYSE:NEE) last posted its earnings results on Thursday, April 23rd. The utilities provider reported $1.09 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.03 by $0.06. The business had revenue of $6.70 billion for the quarter, compared to analyst estimates of $7.43 billion. NextEra Energy had a net margin of 29.36% and a return on equity of 12.25%. NextEra Energy’s revenue was up 7.3% compared to the same quarter last year. During the same period last year, the business posted $0.99 EPS. NextEra Energy has set its FY 2026 guidance at 3.920-4.02 EPS. On average, sell-side analysts expect that NextEra Energy, Inc. will post 4.01 earnings per share for the current year.

NextEra Energy Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Monday, June 15th. Stockholders of record on Friday, June 5th were given a $0.6232 dividend. This represents a $2.49 annualized dividend and a dividend yield of 2.8%. The ex-dividend date of this dividend was Friday, June 5th. NextEra Energy’s dividend payout ratio (DPR) is currently 63.36%.

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.