Dynamic Advisor Solutions LLC Boosts Position in NextEra Energy, Inc. $NEE

Dynamic Advisor Solutions LLC grew its holdings in NextEra Energy, Inc. (NYSE:NEE) by 26.5% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 44,463 shares of the utilities provider’s stock after acquiring an additional 9,322 shares during the period. Dynamic Advisor Solutions LLC’s holdings in NextEra Energy were worth $3,903,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently made changes to their positions in the business. Indivisible Partners purchased a new stake in NextEra Energy during the fourth quarter worth $1,355,000. Carnegie Investment Counsel increased its holdings in NextEra Energy by 9.4% in the fourth quarter. Carnegie Investment Counsel now owns 458,141 shares of the utilities provider’s stock valued at $36,780,000 after buying an additional 39,250 shares in the last quarter. Swedbank AB raised its position in shares of NextEra Energy by 13.4% in the fourth quarter. Swedbank AB now owns 1,016,630 shares of the utilities provider’s stock worth $81,615,000 after acquiring an additional 120,389 shares during the period. Fisher Funds Management LTD boosted its stake in shares of NextEra Energy by 3.5% during the 4th quarter. Fisher Funds Management LTD now owns 619,640 shares of the utilities provider’s stock worth $49,884,000 after acquiring an additional 20,709 shares in the last quarter. Finally, MGO One Seven LLC boosted its stake in shares of NextEra Energy by 12.1% during the 4th quarter. MGO One Seven LLC now owns 137,251 shares of the utilities provider’s stock worth $11,018,000 after acquiring an additional 14,828 shares in the last quarter. Institutional investors and hedge funds own 78.72% of the company’s stock.

Analyst Ratings Changes

Several brokerages recently weighed in on NEE. Wells Fargo & Company set a $102.00 price target on NextEra Energy and gave the company an “overweight” rating in a research note on Friday, April 24th. BTIG Research reissued a “buy” rating and issued a $112.00 price objective on shares of NextEra Energy in a report on Friday, April 24th. Weiss Ratings downgraded NextEra Energy from a “buy (b)” rating to a “buy (b-)” rating in a research note on Thursday, June 11th. TD Cowen increased their target price on NextEra Energy from $99.00 to $101.00 and gave the company a “buy” rating in a research report on Monday, April 27th. Finally, DA Davidson lifted their price target on shares of NextEra Energy from $95.00 to $105.00 and gave the company a “buy” rating in a research note on Tuesday, May 5th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and six have assigned a Hold rating to the company. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $99.36.

NextEra Energy Trading Down 1.5%

Shares of NEE opened at $84.64 on Friday. NextEra Energy, Inc. has a 12-month low of $69.24 and a 12-month high of $98.75. The firm has a market capitalization of $176.55 billion, a P/E ratio of 19.02, a P/E/G ratio of 2.35 and a beta of 0.67. The firm has a 50-day moving average price of $87.16 and a 200 day moving average price of $89.93. The company has a current ratio of 0.53, a quick ratio of 0.44 and a debt-to-equity ratio of 1.45.

NextEra Energy (NYSE:NEE) last issued its earnings results on Friday, July 24th. The utilities provider reported $1.15 EPS for the quarter, topping analysts’ consensus estimates of $1.11 by $0.04. The company had revenue of $7.53 billion for the quarter, compared to the consensus estimate of $8.11 billion. NextEra Energy had a net margin of 32.40% and a return on equity of 12.28%. NextEra Energy’s quarterly revenue was up 12.4% compared to the same quarter last year. During the same period in the previous year, the firm earned $1.05 earnings per share. NextEra Energy has set its FY 2026 guidance at 3.920-4.020 EPS. Sell-side analysts forecast that NextEra Energy, Inc. will post 4.01 EPS for the current year.

NextEra Energy Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Tuesday, September 15th. Stockholders of record on Friday, August 28th will be given a dividend of $0.6232 per share. This represents a $2.49 annualized dividend and a dividend yield of 2.9%. The ex-dividend date of this dividend is Friday, August 28th. NextEra Energy’s payout ratio is presently 55.96%.

Key Stories Impacting NextEra Energy

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

• Positive Sentiment: The proposed Dominion acquisition could create the nation’s largest regulated utility, serving more than 10 million customers across Florida, Virginia, North Carolina and South Carolina. Supporters argue the combination could improve grid scale, generation capacity and the ability to serve rapidly growing electricity demand from data centers and artificial intelligence. Can NextEra Energy Reshape the Grid Through a Landmark Combination?
• Positive Sentiment: Broader power-demand trends remain favorable for utilities and power-equipment suppliers, as data-center expansion and SpaceX’s expected computing needs could increase demand for electricity and grid infrastructure. This supports the long-term growth case for NEE, although the benefit is not an immediate earnings catalyst. SpaceX’s Need for Power Is a Clear Positive for These Companies
• Neutral Sentiment: South Carolina regulators set a January decision target for the merger after agreeing to a review process that includes testimony from supporters and opponents, with a hearing expected in December. Approval is also required from regulators in Virginia and North Carolina, keeping the deal’s timing and final outcome uncertain. South Carolina Regulators Set January Deadline
• Negative Sentiment: Virginia Gov. Abigail Spanberger says she will file documentation to intervene in the Dominion transaction, citing concerns about rising electricity bills and the potential impact on customers. Her opposition increases the risk of additional conditions, delays or failure to obtain approval for the acquisition. Virginia Governor to Intervene in NextEra-Dominion Merger
• Negative Sentiment: The intervention follows earlier opposition from South Carolina legislative leaders and reinforces concerns that political and consumer-affordability scrutiny could complicate what would be the largest power acquisition in U.S. history. Investors are likely weighing the deal’s potential strategic benefits against higher execution and regulatory risks. Virginia Governor Says She Will Intervene in Dominion-NextEra Merger

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.