Beacon Harbor Wealth Advisors Inc. Acquires New Shares in NextEra Energy, Inc. $NEE

Beacon Harbor Wealth Advisors Inc. bought a new position in NextEra Energy, Inc. (NYSE:NEE) in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The firm bought 92,993 shares of the utilities provider’s stock, valued at approximately $7,020,000. NextEra Energy accounts for approximately 1.6% of Beacon Harbor Wealth Advisors Inc.’s investment portfolio, making the stock its 20th biggest holding.

A number of other hedge funds have also added to or reduced their stakes in NEE. Activest Wealth Management lifted its stake in NextEra Energy by 79.7% in the 2nd quarter. Activest Wealth Management now owns 354 shares of the utilities provider’s stock worth $25,000 after purchasing an additional 157 shares in the last quarter. Harbor Asset Planning Inc. purchased a new position in shares of NextEra Energy during the 2nd quarter valued at $25,000. Goodman Advisory Group LLC bought a new position in shares of NextEra Energy in the second quarter worth $25,000. Tripletail Wealth Management LLC purchased a new stake in shares of NextEra Energy in the third quarter worth $25,000. Finally, Quaker Wealth Management LLC boosted its stake in NextEra Energy by 200.0% during the second quarter. Quaker Wealth Management LLC now owns 386 shares of the utilities provider’s stock valued at $27,000 after buying an additional 772 shares during the period. Hedge funds and other institutional investors own 78.72% of the company’s stock.

Key NextEra Energy News

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

• Positive Sentiment: Partnership to target AI data-center demand — NextEra is positioning to capture AI load growth through a commercial push and partnership framework with Xcel that targets data-center customers and premium-margin generation solutions, which could lift long-term growth and valuation expectations. NextEra Targets AI Data Center Growth
• Positive Sentiment: MOU with Xcel to deliver generation for large loads — NextEra and Xcel signed an MOU to coordinate delivery of generation resources and enable large customer loads across Xcel territories, a deal-flow pipeline that can translate into long-term contracted revenue and quicker offtake for renewables and hybrid projects. Xcel and NextEra Agree to Deliver Generation Solutions
• Positive Sentiment: Analyst support and dividend appeal — BMO lifted its price target to $95 and kept an Outperform rating, citing earnings visibility; NextEra also appears on dividend-focused lists, reinforcing its appeal to income and total-return investors. These endorsements can help sustain buying interest. BMO Highlights Earnings Visibility
• Neutral Sentiment: Heightened retail/institutional attention — Zacks notes increased investor attention to NEE; higher visibility drives volume and can amplify moves in either direction but is not itself directional. Zacks: Investor Attention
• Neutral Sentiment: Peer-comparison analysis — Commentary comparing NEE to peers (e.g., NRG) highlights trade-offs between dividend yield, growth from new business lines (AI/data centers) and total-return profiles; useful context for positioning but not an immediate catalyst. NRG vs NextEra Analysis
• Negative Sentiment: Scrapped Wyoming wind project highlights political/regulatory risk — The NYT reports NextEra abandoned a major Wyoming wind build due to a federal/administration “blockade.” This shows execution and siting risk in certain jurisdictions and could weigh on future project pipeline assumptions and risk premium in the stock. NextEra Scraps Wyoming Wind Project

Insider Transactions 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 stock was sold at an average price of $83.91, for a total value of $12,178,697.40. Following the transaction, the chief executive officer directly owned 162,693 shares of the company’s stock, valued at $13,651,569.63. The trade was a 47.15% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at 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 value of $920,210.00. Following the completion of the sale, the executive vice president owned 15,643 shares of the company’s stock, valued at $1,329,655. The trade was a 40.90% decrease in their position. The SEC filing for this sale provides additional information. Insiders own 0.20% of the company’s stock.

NextEra Energy Price Performance

Shares of NextEra Energy stock opened at $89.97 on Thursday. The company has a debt-to-equity ratio of 1.35, a quick ratio of 0.49 and a current ratio of 0.60. NextEra Energy, Inc. has a 52-week low of $61.72 and a 52-week high of $90.69. The company has a fifty day moving average of $82.74 and a 200-day moving average of $79.33. The stock has a market capitalization of $187.37 billion, a price-to-earnings ratio of 27.35, a price-to-earnings-growth ratio of 2.75 and a beta of 0.76.

NextEra Energy (NYSE:NEE) last issued its earnings results on Tuesday, January 27th. The utilities provider reported $0.54 EPS for the quarter, topping analysts’ consensus estimates of $0.53 by $0.01. NextEra Energy had a net margin of 24.93% and a return on equity of 12.18%. The company had revenue of $6.56 billion for the quarter, compared to analysts’ expectations of $7.07 billion. During the same quarter last year, the company earned $0.53 EPS. The firm’s revenue was up 20.7% compared to the same quarter last year. Equities research analysts expect that NextEra Energy, Inc. will post 3.68 EPS for the current year.

Analysts Set New Price Targets

Several equities analysts recently commented on NEE shares. Argus set a $92.00 target price on NextEra Energy and gave the stock a “buy” rating in a research report on Wednesday, January 28th. TD Cowen began coverage on NextEra Energy in a research report on Thursday, October 16th. They set a “buy” rating and a $98.00 price target for the company. Morgan Stanley restated an “overweight” rating and issued a $104.00 price objective on shares of NextEra Energy in a research report on Wednesday, January 21st. Jefferies Financial Group set a $87.00 target price on shares of NextEra Energy in a research note on Wednesday, January 14th. Finally, Citigroup reissued a “buy” rating and issued a $96.00 price target (up previously from $84.00) on shares of NextEra Energy in a research note on Wednesday, October 29th. Two investment analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and four have assigned a Hold rating to the company. According to data from MarketBeat, NextEra Energy has a consensus rating of “Moderate Buy” and an average target price of $92.95.

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.