Diversified Trust Co Has $5.16 Million Position in NextEra Energy, Inc. $NEE

Diversified Trust Co lifted its stake in NextEra Energy, Inc. (NYSE:NEE) by 22.7% in the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 55,511 shares of the utilities provider’s stock after buying an additional 10,280 shares during the period. Diversified Trust Co’s holdings in NextEra Energy were worth $5,156,000 at the end of the most recent reporting period.

A number of other institutional investors have also added to or reduced their stakes in NEE. Vanguard Group Inc. raised its holdings in NextEra Energy by 1.0% in 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. Geode Capital Management LLC lifted its position in shares of NextEra Energy by 2.1% in the 4th quarter. Geode Capital Management LLC now owns 47,272,019 shares of the utilities provider’s stock worth $3,781,790,000 after acquiring an additional 966,152 shares during the period. Norges Bank acquired a new stake in shares of NextEra Energy during the 4th quarter worth approximately $2,816,327,000. Price T Rowe Associates Inc. MD grew its holdings in shares of NextEra Energy by 6.6% during the 4th quarter. Price T Rowe Associates Inc. MD now owns 18,365,788 shares of the utilities provider’s stock worth $1,474,407,000 after purchasing an additional 1,136,074 shares in the last quarter. Finally, Deutsche Bank AG grew its holdings in shares of NextEra Energy by 2.9% during the 4th quarter. Deutsche Bank AG now owns 17,281,357 shares of the utilities provider’s stock worth $1,387,347,000 after purchasing an additional 485,854 shares in the last quarter. 78.72% of the stock is owned by institutional investors and hedge funds.

NextEra Energy Price Performance

NEE opened at $86.67 on Friday. The company has a debt-to-equity ratio of 1.41, a current ratio of 0.54 and a quick ratio of 0.44. The stock has a market capitalization of $180.73 billion, a P/E ratio of 22.05, a price-to-earnings-growth ratio of 2.54 and a beta of 0.68. The company’s 50 day simple moving average is $90.24 and its 200-day simple moving average is $88.27. NextEra Energy, Inc. has a one year low of $67.20 and a one year high of $98.75.

NextEra Energy (NYSE:NEE) last posted its quarterly earnings data 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 net margin of 29.36% and a return on equity of 12.25%. The firm had revenue of $6.70 billion during the quarter, compared to analysts’ expectations of $7.43 billion. During the same quarter in the previous year, the company posted $0.99 EPS. NextEra Energy’s 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. Sell-side analysts anticipate that NextEra Energy, Inc. will post 4.01 earnings per share for the current fiscal year.

NextEra Energy Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Monday, June 15th. Stockholders of record on Friday, June 5th were paid a $0.6232 dividend. This represents a $2.49 annualized dividend and a dividend yield of 2.9%. The ex-dividend date of this dividend was Friday, June 5th. NextEra Energy’s dividend payout ratio (DPR) is 63.36%.

Wall Street Analysts Forecast Growth

A number of research analysts recently commented on NEE shares. Evercore restated an “outperform” rating and issued a $107.00 target price on shares of NextEra Energy in a research note on Monday, May 4th. TD Cowen lifted their price target on shares of NextEra Energy from $99.00 to $101.00 and gave the stock a “buy” rating in a research note on Monday, April 27th. Wall Street Zen upgraded shares of NextEra Energy from a “sell” rating to a “hold” rating in a research note on Saturday. Sanford C. Bernstein set a $107.00 price target on shares of NextEra Energy and gave the company an “outperform” rating in a report on Tuesday. Finally, Barclays set a $90.00 price objective on shares of NextEra Energy and gave the company an “equal weight” rating in a research note on Tuesday, May 26th. Two equities research analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and four have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $99.57.

Key Headlines Impacting NextEra Energy

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

• Positive Sentiment: Sanford C. Bernstein upgraded NextEra Energy (NEE) to strong-buy, reinforcing bullish sentiment around the company’s utility scale, clean-energy portfolio, and earnings outlook.
• Positive Sentiment: UBS analyst William Appicelli initiated a Buy rating, citing potential synergy gains from the Dominion transaction and upside tied to rising power demand from data centers.
• Positive Sentiment: Several recent articles highlighted NEE as a beneficiary of structural electricity demand growth, especially from artificial intelligence data centers, EV adoption, and the broader need for reliable baseload power.
• Positive Sentiment: One analysis argued the stock could be undervalued based on the Dominion data-center story, suggesting investors may be underestimating future growth potential. NextEra Energy (NEE) Stock Could Be 8.5% Undervalued on Its Dominion Data Center Story
• Positive Sentiment: Coverage also emphasized NextEra’s clean-energy expansion, renewables backlog, and stable cash flow generation, which support its long-term earnings growth profile. Will NextEra Gain by Generating Power From Multiple Clean Sources?
• Neutral Sentiment: The latest Zacks note said NEE recently outperformed the market in a single session, reflecting renewed interest, but the stock has still been under pressure over the prior month and quarter. NextEra Energy (NEE) Laps the Stock Market: Here’s Why

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.