UMB Bank n.a. Has $35.86 Million Stake in NextEra Energy, Inc. $NEE

UMB Bank n.a. trimmed its position in shares of NextEra Energy, Inc. (NYSE:NEE) by 1.4% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 475,038 shares of the utilities provider’s stock after selling 6,605 shares during the period. UMB Bank n.a.’s holdings in NextEra Energy were worth $35,861,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds and other institutional investors also recently modified their holdings of the business. Norges Bank purchased a new position in NextEra Energy in the second quarter worth about $2,375,545,000. Vanguard Group Inc. lifted its position in shares of NextEra Energy by 2.7% during the second quarter. Vanguard Group Inc. now owns 212,877,021 shares of the utilities provider’s stock valued at $14,777,923,000 after buying an additional 5,554,603 shares during the last quarter. Assenagon Asset Management S.A. increased its stake in NextEra Energy by 1,765.3% during the 3rd quarter. Assenagon Asset Management S.A. now owns 3,968,305 shares of the utilities provider’s stock valued at $299,567,000 after purchasing an additional 3,755,563 shares in the last quarter. Schroder Investment Management Group increased its stake in shares of NextEra Energy by 18.7% in the second quarter. Schroder Investment Management Group now owns 10,796,329 shares of the utilities provider’s stock worth $749,481,000 after acquiring an additional 1,701,648 shares during the period. Finally, Adage Capital Partners GP L.L.C. boosted its position in NextEra Energy by 181.9% during the second quarter. Adage Capital Partners GP L.L.C. now owns 2,185,513 shares of the utilities provider’s stock worth $151,718,000 after purchasing an additional 1,410,200 shares in the last quarter. Hedge funds and other institutional investors own 78.72% of the company’s stock.

NextEra Energy News Summary

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

• Positive Sentiment: Evercore ISI reaffirmed its Buy rating on NEE, supporting investor confidence in management’s growth plan and long‑term outlook. Evercore ISI Reaffirms Their Buy Rating on NextEra Energy (NEE)
• Positive Sentiment: BMO Capital Markets raised its price target for NEE to $93, signaling continued analyst support that can buoy the stock as investors chase growth names. BMO Capital Markets Increases NextEra Energy Price Target
• Positive Sentiment: Coverage highlights a meaningful new revenue driver: NextEra is actively courting data‑center operators by combining nuclear, renewables and grid buildouts — a large‑load market that could boost long‑term contracted demand. NextEra Energy Courts Data Center Giants With Nuclear And Grid Buildout
• Positive Sentiment: Multiple bullish writeups (The Motley Fool, Seeking Alpha) spotlight NextEra’s combination of growth and yield (the “chowder” metric), reinforcing the narrative that the company can deliver durable cash returns to shareholders. NextEra Energy: Don’t Miss This Massive 13% Chowder Number
• Neutral Sentiment: Market coverage notes NEE is trading near 52‑week highs and at a premium multiple; some analysts argue the premium is justified by the growth runway, while others flag lower margin for error. NextEra Energy: Priced for Perfection, or Justified Premium?
• Neutral Sentiment: Coverage points to mixed analyst views overall — several firms remain bullish but opinions vary on timing and valuation, creating short‑term trading friction. Analysts Have Conflicting Sentiments on These Utilities Companies
• Negative Sentiment: Operationally, Q4 showed a small EPS beat but a notable revenue miss versus expectations — a near‑term top‑line concern that can cap upside until growth visibility improves. (Investors are focused on whether data‑center contracts and the development backlog translate quickly into booked revenue.)

Insider Activity at NextEra Energy

In other NextEra Energy news, CEO Armando Pimentel, Jr. sold 145,140 shares of NextEra Energy stock in a transaction that occurred on 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 document filed with the SEC, which is available through this hyperlink. Also, EVP Ronald R. Reagan sold 10,826 shares of the stock in a transaction 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 sale, the executive vice president directly owned 15,643 shares of the company’s stock, valued at $1,329,655. The trade was a 40.90% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 0.20% of the stock is currently owned by insiders.

Analysts Set New Price Targets

Several research analysts have weighed in on NEE shares. Barclays increased their target price on shares of NextEra Energy from $84.00 to $85.00 and gave the stock an “equal weight” rating in a research note on Thursday, January 15th. HSBC raised their target price on shares of NextEra Energy from $94.00 to $95.00 in a report on Monday, November 10th. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of NextEra Energy in a research report on Monday, December 29th. Jefferies Financial Group set a $87.00 price objective on NextEra Energy in a research note on Wednesday, January 14th. Finally, BMO Capital Markets set a $95.00 price objective on shares of NextEra Energy in a report on Thursday. Two investment analysts have rated the stock with a Strong Buy rating, fourteen have given a Buy rating and four have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $92.95.

NextEra Energy Price Performance

NEE stock opened at $87.88 on Friday. The stock has a market cap of $183.02 billion, a PE ratio of 26.71, a price-to-earnings-growth ratio of 2.73 and a beta of 0.74. The company has a current ratio of 0.60, a quick ratio of 0.45 and a debt-to-equity ratio of 1.35. NextEra Energy, Inc. has a 1 year low of $61.72 and a 1 year high of $89.19. The stock has a 50-day moving average price of $82.53 and a two-hundred day moving average price of $79.05.

NextEra Energy (NYSE:NEE) last posted its quarterly earnings results on Tuesday, January 27th. The utilities provider reported $0.54 EPS for the quarter, beating analysts’ consensus estimates of $0.53 by $0.01. The business had revenue of $6.56 billion during the quarter, compared to the consensus estimate of $7.07 billion. NextEra Energy had a return on equity of 12.18% and a net margin of 24.93%.NextEra Energy’s revenue for the quarter was up 20.7% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $0.53 earnings per share. Equities analysts forecast that NextEra Energy, Inc. will post 3.68 EPS 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.