Winthrop Partners WNY LLC acquired a new stake in NextEra Energy, Inc. (NYSE:NEE – Free Report) during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund acquired 10,231 shares of the utilities provider’s stock, valued at approximately $821,000.
Several other institutional investors and hedge funds also recently added to or reduced their stakes in NEE. Vanguard Group Inc. grew its holdings in NextEra Energy by 1.0% during the fourth quarter. Vanguard Group Inc. now owns 216,033,697 shares of the utilities provider’s stock worth $17,343,185,000 after acquiring an additional 2,234,176 shares during the period. Geode Capital Management LLC raised its position in NextEra Energy by 2.1% in the fourth quarter. Geode Capital Management LLC now owns 47,272,019 shares of the utilities provider’s stock worth $3,781,790,000 after acquiring an additional 966,152 shares in the last quarter. Norges Bank acquired a new stake in NextEra Energy in the fourth quarter valued at $2,816,327,000. Price T Rowe Associates Inc. MD lifted its holdings in NextEra Energy by 6.6% in the fourth quarter. Price T Rowe Associates Inc. MD now owns 18,365,788 shares of the utilities provider’s stock valued at $1,474,407,000 after acquiring an additional 1,136,074 shares during the period. Finally, Deutsche Bank AG boosted its position in shares of NextEra Energy by 2.9% during the 4th quarter. Deutsche Bank AG now owns 17,281,357 shares of the utilities provider’s stock worth $1,387,347,000 after purchasing an additional 485,854 shares in the last quarter. Institutional investors and hedge funds own 78.72% of the company’s stock.
NextEra Energy News Summary
Here are the key news stories impacting NextEra Energy this week:
- Positive Sentiment: Sanford C. Bernstein upgraded NextEra Energy (NEE) to strong-buy, reinforcing bullish sentiment around the company’s utility scale, clean-energy portfolio, and earnings outlook.
- Positive Sentiment: UBS analyst William Appicelli initiated a Buy rating, citing potential synergy gains from the Dominion transaction and upside tied to rising power demand from data centers.
- Positive Sentiment: Several recent articles highlighted NEE as a beneficiary of structural electricity demand growth, especially from artificial intelligence data centers, EV adoption, and the broader need for reliable baseload power.
- Positive Sentiment: One analysis argued the stock could be undervalued based on the Dominion data-center story, suggesting investors may be underestimating future growth potential. NextEra Energy (NEE) Stock Could Be 8.5% Undervalued on Its Dominion Data Center Story
- Positive Sentiment: Coverage also emphasized NextEra’s clean-energy expansion, renewables backlog, and stable cash flow generation, which support its long-term earnings growth profile. Will NextEra Gain by Generating Power From Multiple Clean Sources?
- Neutral Sentiment: The latest Zacks note said NEE recently outperformed the market in a single session, reflecting renewed interest, but the stock has still been under pressure over the prior month and quarter. NextEra Energy (NEE) Laps the Stock Market: Here’s Why
NextEra Energy Stock Down 0.1%
NextEra Energy (NYSE:NEE – Get Free Report) last issued its quarterly earnings results on Thursday, April 23rd. The utilities provider reported $1.09 EPS for the quarter, topping the consensus estimate of $1.03 by $0.06. The firm had revenue of $6.70 billion during 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 for the quarter was up 7.3% compared to the same quarter last year. During the same quarter in the prior year, the business posted $0.99 earnings per share. NextEra Energy has set its FY 2026 guidance at 3.920-4.02 EPS. As a group, sell-side analysts expect that NextEra Energy, Inc. will post 4.01 EPS for the current year.
NextEra Energy Announces Dividend
The business also recently announced a quarterly dividend, which was paid on Monday, June 15th. Stockholders of record on Friday, June 5th were paid a $0.6232 dividend. The ex-dividend date was Friday, June 5th. This represents a $2.49 dividend on an annualized basis and a dividend yield of 2.9%. NextEra Energy’s dividend payout ratio (DPR) is 63.36%.
Wall Street Analysts Forecast Growth
Several brokerages recently commented on NEE. Scotiabank raised their price objective on shares of NextEra Energy from $102.00 to $110.00 and gave the company a “sector perform” rating in a research note on Friday, April 24th. DA Davidson upped 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. Wall Street Zen raised shares of NextEra Energy from a “sell” rating to a “hold” rating in a report on Saturday. JPMorgan Chase & Co. increased their target price on shares of NextEra Energy from $100.00 to $105.00 and gave the company an “overweight” rating in a report on Wednesday, May 13th. Finally, Wells Fargo & Company set a $102.00 price target on shares of NextEra Energy and gave the company an “overweight” rating in a research report on Friday, April 24th. Two research analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and four have issued a Hold rating to the stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $99.57.
Read Our Latest Research Report on NextEra Energy
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.
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