Stokes Capital Advisors LLC Has $8.21 Million Stock Holdings in NextEra Energy, Inc. $NEE

Stokes Capital Advisors LLC lowered its holdings in NextEra Energy, Inc. (NYSE:NEE) by 9.2% during the first quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 88,442 shares of the utilities provider’s stock after selling 8,935 shares during the quarter. NextEra Energy accounts for about 1.8% of Stokes Capital Advisors LLC’s investment portfolio, making the stock its 22nd largest position. Stokes Capital Advisors LLC’s holdings in NextEra Energy were worth $8,214,000 at the end of the most recent quarter.

Other large investors also recently modified their holdings of the company. Vanguard Group Inc. grew its position 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 worth $17,343,185,000 after purchasing an additional 2,234,176 shares during the last quarter. Geode Capital Management LLC lifted its stake in shares of NextEra Energy by 2.1% in the fourth quarter. Geode Capital Management LLC now owns 47,272,019 shares of the utilities provider’s stock valued at $3,781,790,000 after buying an additional 966,152 shares during the period. Norges Bank acquired a new stake in NextEra Energy during the fourth quarter worth about $2,816,327,000. Price T Rowe Associates Inc. MD increased its stake in NextEra Energy by 6.6% during the fourth quarter. Price T Rowe Associates Inc. MD now owns 18,365,788 shares of the utilities provider’s stock valued at $1,474,407,000 after acquiring an additional 1,136,074 shares during the period. Finally, Deutsche Bank AG raised its holdings in NextEra Energy by 2.9% in the 4th quarter. Deutsche Bank AG now owns 17,281,357 shares of the utilities provider’s stock valued at $1,387,347,000 after acquiring an additional 485,854 shares in the last quarter. 78.72% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

NEE has been the topic of several recent research reports. Barclays set a $90.00 price objective on NextEra Energy and gave the stock an “equal weight” rating in a report on Tuesday, May 26th. Erste Group Bank lowered shares of NextEra Energy from a “buy” rating to a “hold” rating in a report on Thursday. Mizuho increased their price objective on shares of NextEra Energy from $90.00 to $95.00 and gave the company a “neutral” rating in a research note on Wednesday, April 15th. Evercore reiterated an “outperform” rating and set a $107.00 target price on shares of NextEra Energy in a research report on Monday, May 4th. Finally, BTIG Research reissued a “buy” rating and issued a $112.00 target price on shares of NextEra Energy in a research note on Friday, April 24th. Two investment analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and five have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $99.86.

NextEra Energy Stock Performance

Shares of NYSE:NEE opened at $87.68 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 business’s fifty day moving average price is $89.74 and its two-hundred day moving average price is $88.38. NextEra Energy, Inc. has a fifty-two week low of $67.20 and a fifty-two week high of $98.75. The stock has a market capitalization of $182.83 billion, a price-to-earnings ratio of 22.31, a price-to-earnings-growth ratio of 2.57 and a beta of 0.68.

NextEra Energy (NYSE:NEE) last issued its 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 company had revenue of $6.70 billion for the quarter, compared to the consensus estimate of $7.43 billion. During the same quarter in the previous year, the company earned $0.99 EPS. The firm’s revenue for the quarter was up 7.3% compared to the same quarter last year. NextEra Energy has set its FY 2026 guidance at 3.920-4.02 EPS. As a group, analysts predict that NextEra Energy, Inc. will post 4.01 EPS for the current fiscal year.

NextEra Energy Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Monday, June 15th. Shareholders of record on Friday, June 5th were paid a dividend of $0.6232 per share. This represents a $2.49 annualized dividend and a yield of 2.8%. The ex-dividend date of this dividend was Friday, June 5th. NextEra Energy’s dividend payout ratio is currently 63.36%.

NextEra Energy News Summary

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

• Positive Sentiment: Morgan Stanley raised its price target on NextEra Energy to $117 from $111 and reiterated an overweight rating, signaling continued upside potential and supporting bullish sentiment. Morgan Stanley price target update
• Positive Sentiment: Analysts and market commentary highlighted NextEra’s large capital plan through 2030, including investments in Florida Power & Light, renewables, and storage, which could drive steady long-term earnings growth. Strategic investments article
• Positive Sentiment: Several articles tied NextEra to rising AI electricity demand, which reinforces the company’s role as a potential beneficiary of higher power needs from data centers and related infrastructure. AI boom energy trade article
• Neutral Sentiment: Recent coverage also focused on whether the stock still offers value after its strong one-year rally, suggesting investors are weighing growth prospects against a less attractive valuation. Valuation article
• Neutral Sentiment: Erste Group Bank AG downgraded NextEra Energy from buy to hold, which could temper enthusiasm, but the move does not indicate a bearish stance. Downgrade reference
• Neutral Sentiment: Investor interest remains elevated, and recent commentary noted the stock has been active despite broader market weakness. Recent stock movement article

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.