NextEra Energy, Inc. $NEE Shares Acquired by LaFleur & Godfrey LLC

LaFleur & Godfrey LLC boosted its position in NextEra Energy, Inc. (NYSE:NEE) by 6.2% in the fourth quarter, Holdings Channel.com reports. The firm owned 133,761 shares of the utilities provider’s stock after acquiring an additional 7,807 shares during the quarter. NextEra Energy makes up about 1.3% of LaFleur & Godfrey LLC’s holdings, making the stock its 27th largest position. LaFleur & Godfrey LLC’s holdings in NextEra Energy were worth $10,738,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in NEE. Isthmus Partners LLC lifted its holdings in shares of NextEra Energy by 1.9% in the 3rd quarter. Isthmus Partners LLC now owns 6,590 shares of the utilities provider’s stock valued at $497,000 after buying an additional 120 shares during the period. Fingerlakes Wealth Management Inc. raised its position in NextEra Energy by 0.8% in the third quarter. Fingerlakes Wealth Management Inc. now owns 16,215 shares of the utilities provider’s stock worth $1,224,000 after acquiring an additional 124 shares in the last quarter. Heritage Wealth Management Inc. lifted its holdings in NextEra Energy by 1.0% in the third quarter. Heritage Wealth Management Inc. now owns 12,320 shares of the utilities provider’s stock valued at $930,000 after acquiring an additional 125 shares during the period. Westmount Partners LLC boosted its position in shares of NextEra Energy by 1.9% during the 4th quarter. Westmount Partners LLC now owns 6,660 shares of the utilities provider’s stock worth $535,000 after purchasing an additional 125 shares in the last quarter. Finally, Crew Capital Management Ltd grew its stake in shares of NextEra Energy by 3.9% during the 4th quarter. Crew Capital Management Ltd now owns 3,347 shares of the utilities provider’s stock worth $269,000 after purchasing an additional 125 shares during the period. Institutional investors and hedge funds own 78.72% of the company’s stock.

Insider Activity

In other news, EVP Nicole J. Daggs sold 4,934 shares of NextEra Energy stock in a transaction dated Friday, March 13th. The shares were sold at an average price of $93.00, for a total transaction of $458,862.00. Following the completion of 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 sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, Treasurer James Michael May sold 7,161 shares of the business’s stock in a transaction that occurred on 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 directly owned 26,719 shares of the company’s stock, valued at approximately $2,411,924.13. This represents a 21.14% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 131,370 shares of company stock valued at $11,779,609 over the last quarter. 0.18% of the stock is currently owned by company insiders.

NextEra Energy News Summary

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

• Positive Sentiment: DA Davidson raised its price target to $105 and maintained a Buy rating, signaling analyst confidence and providing upside to the stock. DA Davidson raises price target on NextEra Energy to $105 from $95, keeps buy/add rating
• Positive Sentiment: NextEra is advancing plans for two Japan-backed natural gas-fired plants to serve data centers and expects to finalize agreements within months — a direct play on rising data-center power demand and grid reliability needs. Why NextEra Energy (NEE) Is Betting on Gas, Nuclear, and Data Center Demand
• Positive Sentiment: Broader coverage highlights that AI growth shifts the bottleneck from chips to power infrastructure (substations, transformers, turbines) — a structural tailwind for utilities and project owners like NextEra that can supply capacity to hyperscalers. The Real AI Trade May Not Be Software. It May Be Power Equipment
• Neutral Sentiment: NextEra scheduled senior management investor meetings across May–June to reaffirm long-term growth expectations presented at its April earnings call, improving transparency but not delivering new guidance. NextEra Energy to meet with investors throughout May and June
• Neutral Sentiment: An article on dividend growers mentions several companies that raised payouts; it’s unclear whether NextEra is a featured dividend increaser in that piece, so impact on NEE is uncertain. These 4 Dividend Growers Have Already Declared 10% Dividend Increases
• Negative Sentiment: Analysis from Altimetry/MarketBeat argues NextEra may fall behind specialist firms in capitalizing on the AI power boom, a cautionary note that could cap multiple expansion if widely adopted by investors. 3 Energy Stocks to Buy and 2 to Avoid as AI Power Demand Explodes (NEE)

NextEra Energy Stock Performance

Shares of NEE opened at $96.24 on Wednesday. The company has a current ratio of 0.54, a quick ratio of 0.44 and a debt-to-equity ratio of 1.41. The stock has a market cap of $200.68 billion, a P/E ratio of 24.49, a PEG ratio of 2.80 and a beta of 0.73. The company has a 50-day moving average of $92.81 and a two-hundred day moving average of $87.26. NextEra Energy, Inc. has a 12-month low of $63.88 and a 12-month high of $98.75.

NextEra Energy (NYSE:NEE) last released its quarterly earnings results on Thursday, April 23rd. The utilities provider reported $1.09 EPS for the quarter, beating the consensus estimate of $1.03 by $0.06. NextEra Energy had a net margin of 29.36% and a return on equity of 12.25%. The business had revenue of $6.70 billion for the quarter, compared to analyst estimates of $7.43 billion. During the same period in the prior year, the business earned $0.99 earnings per share. The company’s quarterly revenue was up 7.3% on a year-over-year basis. NextEra Energy has set its FY 2026 guidance at 3.920-4.02 EPS. As a group, research analysts predict that NextEra Energy, Inc. will post 4 EPS for the current fiscal year.

NextEra Energy Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Monday, March 16th. Investors of record on Friday, February 27th were paid a dividend of $0.6232 per share. The ex-dividend date of this dividend was Friday, February 27th. This is an increase 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 2.6%. NextEra Energy’s dividend payout ratio is 63.36%.

Wall Street Analysts Forecast Growth

A number of analysts recently commented on NEE shares. TD Cowen boosted their price objective on shares of NextEra Energy from $99.00 to $101.00 and gave the stock a “buy” rating in a report on Monday, April 27th. Jefferies Financial Group lifted their price target on shares of NextEra Energy from $92.00 to $93.00 and gave the company a “hold” rating in a research report on Tuesday, April 21st. Scotiabank boosted their price target on NextEra Energy from $102.00 to $110.00 and gave the stock a “sector perform” rating in a research note on Friday, April 24th. Erste Group Bank upgraded NextEra Energy from a “hold” rating to a “buy” rating in a report on Wednesday, February 18th. Finally, BTIG Research reaffirmed a “buy” rating and issued a $112.00 price objective on shares of NextEra Energy in a research note on Friday, April 24th. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating and four have issued a Hold rating to the company. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $98.70.

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.