Sandro Wealth Management LLC bought a new position in NextEra Energy, Inc. (NYSE:NEE – Free Report) in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm bought 21,147 shares of the utilities provider’s stock, valued at approximately $1,698,000. NextEra Energy accounts for approximately 1.4% of Sandro Wealth Management LLC’s holdings, making the stock its 26th biggest position.
Several other hedge funds and other institutional investors also recently made changes to their positions in NEE. Pictet Asset Management Holding SA grew its stake in NextEra Energy by 47.3% during the 4th quarter. Pictet Asset Management Holding SA now owns 9,254,022 shares of the utilities provider’s stock valued at $742,913,000 after acquiring an additional 2,972,924 shares in the last quarter. Danica Pension Livsforsikringsaktieselskab purchased a new position in NextEra Energy during the 3rd quarter valued at about $177,198,000. Vanguard Group Inc. grew its stake in NextEra Energy by 1.0% during the 4th quarter. Vanguard Group Inc. now owns 216,033,697 shares of the utilities provider’s stock valued at $17,343,185,000 after acquiring an additional 2,234,176 shares in the last quarter. Amundi grew its stake in NextEra Energy by 16.7% during the 3rd 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 in the last quarter. Finally, PFA Pension Forsikringsaktieselskab purchased a new position in NextEra Energy during the 4th quarter valued at about $105,210,000. 78.72% of the stock is currently owned by institutional investors and hedge funds.
Insider Activity at NextEra Energy
In other news, CEO John W. Ketchum sold 99,603 shares of the company’s stock in a transaction that occurred on Monday, February 9th. The stock was sold at an average price of $89.34, for a total transaction of $8,898,532.02. Following the completion of the transaction, the chief executive officer directly owned 305,933 shares in the company, valued at $27,332,054.22. The trade was a 24.56% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Ronald R. Reagan sold 18,620 shares of the company’s stock in a transaction that occurred on Wednesday, February 4th. The stock was sold at an average price of $90.00, for a total value 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 trade represents a 65.88% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 179,990 shares of company stock valued at $16,155,409. 0.18% of the stock is owned by corporate insiders.
Wall Street Analysts Forecast Growth
View Our Latest Report on NextEra Energy
Key Headlines Impacting NextEra Energy
Here are the key news stories impacting NextEra Energy this week:
- Positive Sentiment: NextEra reported a strong Q1: $6.701B revenues and net income of $2.182B, with EPS more than doubling year‑over‑year; the NRC renewed St. Lucie licenses extending operations into the 2050s/2060s — a win for long‑term capacity and earnings visibility. Article Title
- Positive Sentiment: BTIG raised its price target to $112, signaling continued analyst confidence and providing upside relative to many street targets. Article Title
- Positive Sentiment: Erste Group nudged its FY2027 EPS estimate higher and maintains a Buy, showing incremental upward revisions to the earnings outlook. Article Title
- Positive Sentiment: NextEra is highlighted by hedge‑fund screens and industry lists as a top electrical‑infrastructure/energy name and recently hit new highs, reinforcing momentum and institutional interest. Article Title
- Neutral Sentiment: Broker consensus price target sits near $97.32, which is close to current trading levels and suggests limited near‑term upside implied by the street as a whole. Article Title
- Neutral Sentiment: Technical analysts see consolidation near record highs with bullish patterns that could support further gains if momentum continues. Article Title
- Neutral Sentiment: Sector and thematic pieces (e.g., multi‑energy and top utility lists) keep NEE in investor conversations but are more background than catalysts. Article Title
- Negative Sentiment: Valuation concerns after a ~48% one‑year surge: several articles ask whether NEE is stretched, which could pressure the stock if investors rotate to cheaper names. Article Title
- Negative Sentiment: Comparisons with peers (FE vs. NEE) and valuation writeups highlight relative value trade risks if sentiment shifts or utilities outperform rotationally. Article Title
NextEra Energy Stock Down 0.9%
NEE opened at $97.04 on Friday. The business has a 50 day moving average price of $92.72 and a 200 day moving average price of $87.15. NextEra Energy, Inc. has a twelve month low of $63.88 and a twelve month high of $98.75. The company has a debt-to-equity ratio of 1.41, a quick ratio of 0.44 and a current ratio of 0.54. The firm has a market cap of $202.37 billion, a P/E ratio of 24.69, a price-to-earnings-growth ratio of 2.87 and a beta of 0.73.
NextEra Energy (NYSE:NEE – Get Free Report) last posted its earnings results on Thursday, April 23rd. The utilities provider reported $1.09 earnings per share for the quarter, topping the consensus estimate of $1.03 by $0.06. NextEra Energy had a return on equity of 12.25% and a net margin of 29.36%.The firm had revenue of $6.70 billion during the quarter, compared to analyst estimates of $7.43 billion. During the same period in the previous year, the company earned $0.99 EPS. The company’s revenue for the quarter was up 7.3% on a year-over-year basis. NextEra Energy has set its FY 2026 guidance at 3.920-4.02 EPS. Research analysts forecast that NextEra Energy, Inc. will post 4 EPS for the current year.
NextEra Energy Increases Dividend
The firm also recently declared a quarterly dividend, which was paid on Monday, March 16th. Stockholders 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 dividend yield of 2.6%. This is a boost from NextEra Energy’s previous quarterly dividend of $0.57. The ex-dividend date was Friday, February 27th. NextEra Energy’s dividend payout ratio is presently 63.36%.
About NextEra Energy
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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