Tred Avon Family Wealth LLC Sells 8,074 Shares of NextEra Energy, Inc. $NEE

Tred Avon Family Wealth LLC lowered its stake in shares of NextEra Energy, Inc. (NYSE:NEE) by 20.5% in the fourth quarter, Holdings Channel reports. The firm owned 31,229 shares of the utilities provider’s stock after selling 8,074 shares during the period. NextEra Energy comprises about 0.8% of Tred Avon Family Wealth LLC’s holdings, making the stock its 24th biggest position. Tred Avon Family Wealth LLC’s holdings in NextEra Energy were worth $2,507,000 as of its most recent filing with the Securities & Exchange Commission.

Other large investors have also recently added to or reduced their stakes in the company. Danica Pension Livsforsikringsaktieselskab bought a new stake in shares of NextEra Energy in the third quarter valued at approximately $177,198,000. Amundi boosted its position 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 valued at $1,012,129,000 after acquiring an additional 1,780,881 shares during the period. Danske Bank A S bought a new stake in shares of NextEra Energy in the third quarter valued at approximately $88,262,000. Railway Pension Investments Ltd boosted its position in shares of NextEra Energy by 90.3% in the third quarter. Railway Pension Investments Ltd now owns 2,356,632 shares of the utilities provider’s stock valued at $177,902,000 after acquiring an additional 1,118,000 shares during the period. Finally, Vanguard Group Inc. boosted its position in shares of NextEra Energy by 0.4% in the third quarter. Vanguard Group Inc. now owns 213,799,521 shares of the utilities provider’s stock valued at $16,139,726,000 after acquiring an additional 922,500 shares during the period. Institutional investors own 78.72% of the company’s stock.

NextEra Energy Stock Performance

Shares of NYSE NEE opened at $91.99 on Monday. The business has a fifty day simple moving average of $92.30 and a 200 day simple moving average of $86.45. The company has a current ratio of 0.60, a quick ratio of 0.49 and a debt-to-equity ratio of 1.35. The firm has a market capitalization of $191.82 billion, a price-to-earnings ratio of 27.96, a PEG ratio of 2.70 and a beta of 0.74. NextEra Energy, Inc. has a one year low of $63.64 and a one year high of $96.21.

NextEra Energy (NYSE:NEE) last issued its earnings results on Tuesday, January 27th. The utilities provider reported $0.54 EPS for the quarter, beating analysts’ consensus estimates of $0.53 by $0.01. The business had revenue of $6.50 billion during the quarter, compared to analyst estimates of $7.07 billion. NextEra Energy had a return on equity of 12.18% and a net margin of 24.93%.NextEra Energy’s revenue was up 20.7% on a year-over-year basis. During the same period in the prior year, the company posted $0.53 earnings per share. Sell-side analysts expect that NextEra Energy, Inc. will post 3.68 EPS for the current year.

NextEra Energy Increases Dividend

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

NextEra Energy News Roundup

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

Insider Activity

In other NextEra Energy news, Treasurer James Michael May sold 7,161 shares of the firm’s stock in a transaction dated Monday, March 9th. The shares were sold at an average price of $90.27, for a total transaction of $646,423.47. Following the completion of the transaction, the treasurer owned 26,719 shares in the company, valued at $2,411,924.13. This trade represents a 21.14% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, EVP Ronald R. Reagan sold 18,620 shares of the firm’s stock in a transaction dated Wednesday, February 4th. The stock was sold at an average price of $90.00, for a total transaction of $1,675,800.00. Following the transaction, the executive vice president owned 9,643 shares of the company’s stock, valued at approximately $867,870. This represents a 65.88% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 190,816 shares of company stock valued at $17,075,619. 0.18% of the stock is owned by company insiders.

Wall Street Analysts Forecast Growth

Several equities research analysts have recently weighed in on NEE shares. Weiss Ratings cut NextEra Energy from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Tuesday, February 17th. BMO Capital Markets set a $95.00 price objective on NextEra Energy in a research report on Thursday, January 29th. Argus set a $92.00 price objective on NextEra Energy and gave the company a “buy” rating in a research report on Wednesday, January 28th. HSBC increased their price objective on NextEra Energy from $96.00 to $103.00 and gave the company a “buy” rating in a research report on Monday, February 23rd. Finally, BTIG Research reissued a “buy” rating and issued a $103.00 price objective on shares of NextEra Energy in a research report on Wednesday, January 28th. Two equities research analysts have rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating and four have issued a Hold rating to the company. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $95.33.

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.