Savant Capital LLC Trims Holdings in NextEra Energy, Inc. $NEE

Savant Capital LLC reduced its holdings in shares of NextEra Energy, Inc. (NYSE:NEE) by 4.8% during the 3rd quarter, according to its most recent 13F filing with the SEC. The fund owned 142,868 shares of the utilities provider’s stock after selling 7,168 shares during the period. Savant Capital LLC’s holdings in NextEra Energy were worth $10,785,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds have also made changes to their positions in NEE. Sax Wealth Advisors LLC raised its position in NextEra Energy by 0.6% during the 3rd quarter. Sax Wealth Advisors LLC now owns 19,380 shares of the utilities provider’s stock worth $1,463,000 after buying an additional 118 shares during the last quarter. apricus wealth LLC boosted its holdings in shares of NextEra Energy by 3.8% in the third quarter. apricus wealth LLC now owns 3,272 shares of the utilities provider’s stock valued at $247,000 after acquiring an additional 120 shares in the last quarter. Fingerlakes Wealth Management Inc. increased its stake in shares of NextEra Energy by 0.8% during the third quarter. Fingerlakes Wealth Management Inc. now owns 16,215 shares of the utilities provider’s stock worth $1,224,000 after acquiring an additional 124 shares during the period. Heritage Wealth Management Inc. increased its stake in shares of NextEra Energy by 1.0% during the third quarter. Heritage Wealth Management Inc. now owns 12,320 shares of the utilities provider’s stock worth $930,000 after acquiring an additional 125 shares during the period. Finally, Bank of Jackson Hole Trust raised its holdings in NextEra Energy by 1.1% during the third quarter. Bank of Jackson Hole Trust now owns 11,885 shares of the utilities provider’s stock worth $897,000 after purchasing an additional 126 shares in the last quarter. 78.72% of the stock is owned by hedge funds and other institutional investors.

Key Stories Impacting NextEra Energy

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 Trading Up 1.3%

Shares of NEE stock opened at $89.97 on Thursday. The stock has a market cap of $187.37 billion, a P/E ratio of 27.35, a P/E/G ratio of 2.75 and a beta of 0.76. The company has a quick ratio of 0.49, a current ratio of 0.60 and a debt-to-equity ratio of 1.35. NextEra Energy, Inc. has a fifty-two week low of $61.72 and a fifty-two week high of $90.69. The business has a fifty day simple moving average of $82.74 and a 200-day simple moving average of $79.33.

NextEra Energy (NYSE:NEE) last issued its quarterly earnings data on Tuesday, January 27th. The utilities provider reported $0.54 EPS for the quarter, beating 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 firm had revenue of $6.56 billion for the quarter, compared to analysts’ expectations of $7.07 billion. During the same period in the prior year, the company earned $0.53 EPS. The firm’s revenue was up 20.7% on a year-over-year basis. On average, analysts forecast that NextEra Energy, Inc. will post 3.68 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

A number of brokerages have weighed in on NEE. Citigroup reaffirmed a “buy” rating and issued a $96.00 price objective (up previously from $84.00) on shares of NextEra Energy in a report on Wednesday, October 29th. JPMorgan Chase & Co. upped their price objective on NextEra Energy from $94.00 to $97.00 and gave the stock an “overweight” rating in a report on Thursday, December 11th. Mizuho set a $90.00 price objective on NextEra Energy and gave the stock a “neutral” rating in a research report on Wednesday, January 28th. Argus set a $92.00 target price on shares of NextEra Energy and gave the stock a “buy” rating in a research report on Wednesday, January 28th. Finally, Barclays upped their price target 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. Two analysts have rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and four have issued a Hold rating to the company’s stock. Based on data from MarketBeat, NextEra Energy presently has a consensus rating of “Moderate Buy” and a consensus target price of $92.95.

Insider Buying and Selling

In other NextEra Energy news, EVP Ronald R. Reagan sold 10,826 shares of the firm’s stock in a transaction on Thursday, January 22nd. The stock was 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 owned 15,643 shares of the company’s stock, valued at approximately $1,329,655. This trade represents a 40.90% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, CEO Armando Pimentel, Jr. sold 145,140 shares of the business’s stock in a transaction 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 completion of the transaction, the chief executive officer directly owned 162,693 shares of the company’s stock, valued at approximately $13,651,569.63. This trade represents a 47.15% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Company insiders own 0.20% of the company’s stock.

NextEra Energy 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.