NextEra Energy, Inc. $NEE Shares Sold by AEGON ASSET MANAGEMENT UK Plc

AEGON ASSET MANAGEMENT UK Plc cut its stake in NextEra Energy, Inc. (NYSE:NEE) by 49.4% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 386,715 shares of the utilities provider’s stock after selling 377,128 shares during the period. AEGON ASSET MANAGEMENT UK Plc’s holdings in NextEra Energy were worth $29,189,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors also recently bought and sold shares of the company. Brighton Jones LLC lifted its holdings in NextEra Energy by 7.0% in the fourth quarter. Brighton Jones LLC now owns 28,282 shares of the utilities provider’s stock valued at $2,028,000 after acquiring an additional 1,840 shares during the last quarter. Revolve Wealth Partners LLC boosted its holdings in NextEra Energy by 6.5% during the 4th quarter. Revolve Wealth Partners LLC now owns 4,854 shares of the utilities provider’s stock valued at $348,000 after acquiring an additional 298 shares during the period. Acadian Asset Management LLC grew its holdings in shares of NextEra Energy by 38.4% in the first quarter. Acadian Asset Management LLC now owns 12,542 shares of the utilities provider’s stock valued at $887,000 after purchasing an additional 3,479 shares in the last quarter. Sivia Capital Partners LLC increased its position in shares of NextEra Energy by 18.1% during the second quarter. Sivia Capital Partners LLC now owns 5,563 shares of the utilities provider’s stock worth $386,000 after acquiring an additional 852 shares during the period. Finally, Kathmere Capital Management LLC raised its position in NextEra Energy by 2.9% in the 2nd quarter. Kathmere Capital Management LLC now owns 6,911 shares of the utilities provider’s stock valued at $480,000 after purchasing an additional 197 shares in the last quarter. 78.72% of the stock is owned by hedge funds and other institutional investors.

NextEra Energy News Roundup

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

• Positive Sentiment: Wells Fargo raised its price target on NEE to $98, which supports upside versus the current market price and can buoy investor sentiment. Wells Fargo Raises Price Target
• Positive Sentiment: Zacks highlights NextEra as a stronger utility pick versus Southern Company, citing higher growth forecasts and cleaner-energy exposure — a relative-strength argument that can attract rotation into NEE. Zacks: NEE vs Southern Company
• Positive Sentiment: Coverage framing NextEra as a leader in “AI-enabled” energy investing (Yahoo) can amplify thematic investor interest ahead of earnings, potentially supporting multiple expansion if execution stories are strong. Is NextEra the Best AI Energy Stock?
• Neutral Sentiment: Zacks previews the Q4 report and asks whether to buy, sell or hold, summarizing the conflicting forces of Florida utility growth and clean-energy demand versus a premium valuation — useful context but not a clear directional catalyst. Zacks Q4 Preview
• Neutral Sentiment: Zacks’ breakdown of analyst projections for Q4 metrics gives detail investors can use to model upside/downside around beats or misses, but it doesn’t change fundamentals by itself. Zacks: Analyst Projections
• Neutral Sentiment: A Yahoo piece examining whether NEE’s price reflects its clean-energy ambitions frames valuation questions for longer-term investors but is not an immediate catalyst. Yahoo: Does Price Reflect Ambitions?
• Neutral Sentiment: A Sharewise/Zacks feature roundup keeps NEE in the analyst spotlight; visibility helps liquidity but doesn’t by itself move fundamentals. Sharewise: Zacks Feature
• Negative Sentiment: A Seeking Alpha piece warns that broad investor love and positioning could be a risk — crowding and valuation multiple compression are flagged as potential downside triggers if growth disappoints. Seeking Alpha: Overcrowding Concern
• Negative Sentiment: Insider sale: EVP Ronald R. Reagan sold 10,826 shares at ~$85, materially reducing his stake — such disclosures often create short-term selling pressure or signal personal liquidity-taking. SEC Form 4: Insider Sale

Insider Transactions at NextEra Energy

In other news, CEO Armando Pimentel, Jr. sold 145,140 shares of NextEra Energy stock in a transaction dated Monday, November 17th. The shares were sold at an average price of $83.91, for a total transaction of $12,178,697.40. Following the completion of the sale, the chief executive officer directly owned 162,693 shares in the company, valued at $13,651,569.63. The trade was a 47.15% 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, EVP Ronald R. Reagan sold 10,826 shares of the business’s stock in a transaction that occurred on Thursday, January 22nd. The shares were sold at an average price of $85.00, for a total transaction of $920,210.00. Following the completion of the transaction, the executive vice president directly owned 15,643 shares of the company’s stock, valued at approximately $1,329,655. This represents a 40.90% decrease in their position. The disclosure for this sale is available in the SEC filing. Company insiders own 0.18% of the company’s stock.

Wall Street Analyst Weigh In

NEE has been the topic of several recent analyst reports. Wells Fargo & Company increased their target price on NextEra Energy from $97.00 to $98.00 and gave the company an “overweight” rating in a report on Tuesday, January 20th. Citigroup reaffirmed a “buy” rating and issued a $96.00 target price (up from $84.00) on shares of NextEra Energy in a report on Wednesday, October 29th. Argus set a $90.00 price target on shares of NextEra Energy in a research note on Wednesday, October 29th. Wolfe Research raised their price objective on shares of NextEra Energy from $87.00 to $94.00 and gave the stock an “outperform” rating in a research report on Monday, December 1st. Finally, Barclays upped their target price on shares of NextEra Energy from $84.00 to $85.00 and gave the company an “equal weight” rating in a report on Thursday, January 15th. Two research analysts have rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and four have assigned a Hold rating to the company. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $91.94.

NextEra Energy Trading Down 0.3%

Shares of NEE opened at $84.84 on Monday. NextEra Energy, Inc. has a twelve month low of $61.72 and a twelve month high of $87.53. The firm has a market capitalization of $176.69 billion, a P/E ratio of 27.02, a PEG ratio of 2.63 and a beta of 0.74. The firm’s 50-day moving average is $82.25 and its two-hundred day moving average is $78.64. The company has a current ratio of 0.55, a quick ratio of 0.45 and a debt-to-equity ratio of 1.30.

NextEra Energy (NYSE:NEE) last posted its earnings results on Tuesday, October 28th. The utilities provider reported $1.13 EPS for the quarter, topping analysts’ consensus estimates of $1.04 by $0.09. The company had revenue of $7.97 billion for the quarter, compared to the consensus estimate of $8.13 billion. NextEra Energy had a return on equity of 12.42% and a net margin of 24.72%.NextEra Energy’s quarterly revenue was up 5.3% compared to the same quarter last year. During the same period in the previous year, the business earned $1.03 earnings per share. On average, research analysts predict that NextEra Energy, Inc. will post 3.68 earnings per share for the current fiscal year.

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.