Bessemer Group Inc. Has $663.91 Million Stock Holdings in NextEra Energy, Inc. $NEE

Bessemer Group Inc. reduced its stake in NextEra Energy, Inc. (NYSE:NEE) by 0.4% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 8,794,584 shares of the utilities provider’s stock after selling 37,127 shares during the quarter. NextEra Energy comprises 1.0% of Bessemer Group Inc.’s holdings, making the stock its 14th largest position. Bessemer Group Inc. owned 0.42% of NextEra Energy worth $663,905,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds have also recently bought and sold shares of the stock. National Pension Service boosted its position in shares of NextEra Energy by 1.3% in the third quarter. National Pension Service now owns 4,845,447 shares of the utilities provider’s stock valued at $365,783,000 after acquiring an additional 60,324 shares during the period. Synergy Asset Management LLC increased its stake in NextEra Energy by 286.0% during the 3rd quarter. Synergy Asset Management LLC now owns 22,028 shares of the utilities provider’s stock worth $1,594,000 after acquiring an additional 16,322 shares during the period. Daymark Wealth Partners LLC increased its position in shares of NextEra Energy by 6.5% in the second quarter. Daymark Wealth Partners LLC now owns 45,015 shares of the utilities provider’s stock worth $3,125,000 after purchasing an additional 2,767 shares during the period. Y Intercept Hong Kong Ltd raised its position in shares of NextEra Energy by 61.8% in the 3rd quarter. Y Intercept Hong Kong Ltd now owns 60,985 shares of the utilities provider’s stock valued at $4,604,000 after buying an additional 23,288 shares in the last quarter. Finally, Hunter Perkins Capital Management LLC acquired a new position in NextEra Energy during the third quarter valued at approximately $3,966,000. 78.72% of the stock is currently owned by institutional investors and hedge funds.

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

NextEra Energy Price Performance

NEE stock opened at $89.97 on Thursday. The company has a debt-to-equity ratio of 1.35, a current ratio of 0.60 and a quick ratio of 0.49. The company’s 50-day moving average is $82.74 and its 200-day moving average is $79.33. The stock has a market capitalization of $187.37 billion, a PE ratio of 27.35, a price-to-earnings-growth ratio of 2.75 and a beta of 0.76. NextEra Energy, Inc. has a 1 year low of $61.72 and a 1 year high of $90.69.

NextEra Energy (NYSE:NEE) last announced 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 analyst estimates of $7.07 billion. NextEra Energy had a net margin of 24.93% and a return on equity of 12.18%. NextEra Energy’s quarterly revenue was up 20.7% on a year-over-year basis. During the same quarter in the previous year, the business posted $0.53 EPS. Equities research analysts expect that NextEra Energy, Inc. will post 3.68 EPS for the current fiscal year.

Insider Buying and Selling at NextEra Energy

In other NextEra Energy news, CEO Armando Pimentel, Jr. sold 145,140 shares of the business’s stock in a transaction dated Monday, November 17th. The shares were 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 in the company, valued at $13,651,569.63. The trade was a 47.15% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Ronald R. Reagan sold 10,826 shares of the business’s stock in a transaction dated 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 in the company, valued at $1,329,655. This represents a 40.90% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Corporate insiders own 0.20% of the company’s stock.

Analyst Upgrades and Downgrades

Several brokerages recently weighed in on NEE. 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 objective for the company. BTIG Research reissued a “buy” rating and issued a $103.00 target price on shares of NextEra Energy in a report on Wednesday, January 28th. Wolfe Research raised their price target on shares of NextEra Energy from $87.00 to $94.00 and gave the company an “outperform” rating in a research note on Monday, December 1st. BMO Capital Markets set a $95.00 price objective on shares of NextEra Energy in a research report on Thursday, January 29th. Finally, Jefferies Financial Group set a $87.00 target price on shares of NextEra Energy in a research report on Wednesday, January 14th. Two equities research analysts have rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and four have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target 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.