Patriot Financial Group Insurance Agency LLC Has $986,000 Position in NextEra Energy, Inc. $NEE

Patriot Financial Group Insurance Agency LLC grew its position in NextEra Energy, Inc. (NYSE:NEE) by 182.8% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 12,280 shares of the utilities provider’s stock after buying an additional 7,938 shares during the quarter. Patriot Financial Group Insurance Agency LLC’s holdings in NextEra Energy were worth $986,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Tripletail Wealth Management LLC acquired a new position in shares of NextEra Energy in the 3rd quarter valued at approximately $25,000. Strive Asset Management LLC acquired a new position in shares of NextEra Energy in the 3rd quarter valued at approximately $29,000. Lodestone Wealth Management LLC acquired a new position in shares of NextEra Energy in the 4th quarter valued at approximately $33,000. Abound Wealth Management raised its position in shares of NextEra Energy by 108.2% in the 3rd quarter. Abound Wealth Management now owns 456 shares of the utilities provider’s stock valued at $34,000 after buying an additional 237 shares in the last quarter. Finally, Highline Wealth Partners LLC raised its position in shares of NextEra Energy by 66.2% in the 3rd quarter. Highline Wealth Partners LLC now owns 487 shares of the utilities provider’s stock valued at $37,000 after buying an additional 194 shares in the last quarter. 78.72% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity

In other NextEra Energy news, CEO John W. Ketchum sold 99,603 shares of the business’s stock in a transaction that occurred on Monday, February 9th. The shares were sold at an average price of $89.34, for a total transaction of $8,898,532.02. Following the sale, the chief executive officer directly owned 305,933 shares of the company’s stock, valued at $27,332,054.22. The trade was a 24.56% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, 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 $1,572,165. The trade was a 22.59% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 190,816 shares of company stock worth $17,075,619. Company insiders own 0.18% of the company’s stock.

NextEra Energy Price Performance

NEE stock opened at $91.99 on Friday. The company has a 50 day simple moving average of $92.30 and a 200 day simple moving average of $86.40. The stock has a market cap of $191.82 billion, a price-to-earnings ratio of 27.96, a P/E/G ratio of 2.69 and a beta of 0.74. NextEra Energy, Inc. has a 1 year low of $63.64 and a 1 year high of $96.21. The company has a debt-to-equity ratio of 1.35, a current ratio of 0.60 and a quick ratio of 0.49.

NextEra Energy (NYSE:NEE) last released its quarterly earnings data on Tuesday, January 27th. The utilities provider reported $0.54 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.53 by $0.01. The business had revenue of $6.50 billion during the quarter, compared to analysts’ expectations of $7.07 billion. NextEra Energy had a net margin of 24.93% and a return on equity of 12.18%. The firm’s quarterly revenue was up 20.7% compared to the same quarter last year. During the same period in the prior year, the company earned $0.53 EPS. Research analysts anticipate that NextEra Energy, Inc. will post 3.68 EPS for the current fiscal year.

NextEra Energy Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Monday, March 16th. Shareholders of record on Friday, February 27th were issued a dividend of $0.6232 per share. This represents a $2.49 dividend on an annualized basis and a yield of 2.7%. The ex-dividend date of this dividend was Friday, February 27th. This is a positive change from NextEra Energy’s previous quarterly dividend of $0.57. NextEra Energy’s payout ratio is presently 75.68%.

Analyst Upgrades and Downgrades

Several brokerages have recently commented on NEE. Erste Group Bank upgraded shares of NextEra Energy from a “hold” rating to a “buy” rating in a research report on Wednesday, February 18th. HSBC upped their price objective on shares of NextEra Energy from $96.00 to $103.00 and gave the stock a “buy” rating in a research report on Monday, February 23rd. Weiss Ratings cut shares of NextEra Energy from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Tuesday, February 17th. UBS Group upped their price objective on shares of NextEra Energy from $91.00 to $104.00 and gave the stock a “buy” rating in a research report on Thursday, March 5th. Finally, BMO Capital Markets set a $95.00 price objective on shares of NextEra Energy in a research report on Thursday, January 29th. Two investment analysts have rated the stock with a Strong Buy rating, thirteen have issued a Buy rating and four have assigned a Hold rating to the company. According to MarketBeat, NextEra Energy presently has a consensus rating of “Moderate Buy” and a consensus target price of $95.33.

Key Headlines Impacting NextEra Energy

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

• Positive Sentiment: Analyst upgrade: Seeking Alpha highlights a recent rating upgrade for NEE, signaling improved analyst sentiment that can boost investor confidence. NextEra Energy: The Utility Story Just Changed (Rating Upgrade)
• Positive Sentiment: Jefferies raised its price target (from $87 to $92) and cited confidence in NextEra’s long-term earnings trajectory and emerging data-center/storage opportunities — a concrete near‑term analyst endorsement. NextEra (NEE): Jefferies Raises Target as Data Center Deals Come Into View
• Positive Sentiment: Relative strength vs. peers: Zacks’ analysis argues NEE has an edge over Duke Energy (DUK)—stronger earnings momentum, higher ROE, lower leverage and better one‑year share gains—supporting a preference for NEE within the utility sector. NextEra Energy vs. Duke Energy: Which Utility Stock Has Better Upside?
• Neutral Sentiment: Long-term thematic support: Coverage framing NEE as a safe way to play the solar/energy-storage boom reinforces structural growth expectations, but this is more medium/long-term than an immediate catalyst. Why NextEra Energy Is a Safe Way to Invest in the Solar Energy Boom
• Neutral Sentiment: Comparative take vs. Southern Company: Two recent pieces compare NextEra and Southern Company, noting very different growth approaches; useful for positioning but not an immediate stock mover unless it triggers flows between names. Utility Stock Showdown: Southern Company vs. NextEra Energy — Which Is the Better Buy? Utility Stock Showdown: Southern Company vs. NextEra Energy — Which Is the Better Buy?
• Neutral Sentiment: Valuation/momentum mixed: Recent write-ups note weak short‑term momentum but strong 1‑year returns (~43%), leaving valuation perception mixed and creating both buyers and sellers. A Look At NextEra Energy (NEE) Valuation As Recent Returns Send Mixed Signals
• Negative Sentiment: Earnings risk: Zacks/Yahoo previews warn analysts expect a decline in next reported earnings and say NextEra currently lacks the setup for a likely beat — a near‑term headwind that can pressure the stock around the report. Analysts Estimate NextEra Energy (NEE) to Report a Decline in Earnings: What to Look Out for

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.