Concord Wealth Partners Has $3.60 Million Holdings in NextEra Energy, Inc. $NEE

Concord Wealth Partners reduced its position in NextEra Energy, Inc. (NYSE:NEE) by 14.7% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 47,657 shares of the utilities provider’s stock after selling 8,205 shares during the quarter. Concord Wealth Partners’ holdings in NextEra Energy were worth $3,598,000 at the end of the most recent quarter.

A number of other institutional investors have also recently bought and sold shares of NEE. Prime Capital Investment Advisors LLC lifted its holdings in shares of NextEra Energy by 24.7% during the 3rd quarter. Prime Capital Investment Advisors LLC now owns 74,712 shares of the utilities provider’s stock worth $5,640,000 after acquiring an additional 14,782 shares during the period. Coston McIsaac & Partners raised its position in NextEra Energy by 1.9% in the third quarter. Coston McIsaac & Partners now owns 77,344 shares of the utilities provider’s stock worth $5,837,000 after purchasing an additional 1,413 shares in the last quarter. SlateStone Wealth LLC lifted its stake in NextEra Energy by 1.6% during the third quarter. SlateStone Wealth LLC now owns 155,177 shares of the utilities provider’s stock worth $11,714,000 after purchasing an additional 2,462 shares during the period. Guild Investment Management Inc. boosted its holdings in NextEra Energy by 4.5% during the third quarter. Guild Investment Management Inc. now owns 23,340 shares of the utilities provider’s stock valued at $1,762,000 after purchasing an additional 1,000 shares in the last quarter. Finally, Capital Investment Advisory Services LLC grew its stake in shares of NextEra Energy by 4.6% in the 3rd quarter. Capital Investment Advisory Services LLC now owns 20,040 shares of the utilities provider’s stock valued at $1,513,000 after purchasing an additional 888 shares during the period. Institutional investors and hedge funds own 78.72% of the company’s stock.

NextEra Energy Stock Performance

Shares of NextEra Energy stock opened at $89.48 on Friday. 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 firm has a 50 day simple moving average of $82.88 and a 200 day simple moving average of $79.49. NextEra Energy, Inc. has a fifty-two week low of $61.72 and a fifty-two week high of $90.99. The firm has a market cap of $186.35 billion, a P/E ratio of 27.20, a P/E/G ratio of 2.76 and a beta of 0.76.

NextEra Energy (NYSE:NEE) last posted its quarterly earnings data on Tuesday, January 27th. The utilities provider reported $0.54 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.53 by $0.01. The firm had revenue of $6.50 billion for 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%.The business’s revenue for the quarter was up 20.7% compared to the same quarter last year. During the same quarter in the prior year, the business earned $0.53 EPS. Sell-side analysts predict that NextEra Energy, Inc. will post 3.68 earnings per share for the current fiscal year.

Insiders Place Their Bets

In related news, EVP Ronald R. Reagan sold 18,620 shares of the business’s stock in a transaction that occurred on Wednesday, February 4th. The shares were sold at an average price of $90.00, for a total transaction of $1,675,800.00. Following the completion of the sale, the executive vice president directly owned 9,643 shares of the company’s stock, valued at $867,870. The trade was a 65.88% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this link. Also, EVP Charles E. Sieving sold 30,000 shares of the stock in a transaction that occurred on Wednesday, February 4th. The shares were sold at an average price of $90.00, for a total transaction of $2,700,000.00. Following the completion of the transaction, the executive vice president owned 167,481 shares in the company, valued at $15,073,290. This represents a 15.19% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last three months, insiders sold 204,586 shares of company stock valued at $17,474,707. 0.20% of the stock is currently owned by insiders.

Key Headlines Impacting NextEra Energy

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

• Positive Sentiment: Signed a memorandum with Xcel to deliver generation solutions and enable large loads across Xcel’s territories — supports demand growth and long‑term renewable/large‑load opportunities. Read More.
• Positive Sentiment: Targeting AI data‑center growth via partnerships — positions NextEra to capture high‑margin, large electricity loads that can meaningfully expand renewables/contracted demand. Read More.
• Positive Sentiment: NextEra Energy Capital Holdings issued $1.3B of long‑term debentures — raises capital to fund project builds and provides balance‑sheet flexibility for growth execution. Read More.
• Positive Sentiment: Positive analyst/media coverage highlighting NextEra’s dual regulated/renewables model may support investor interest and justify a premium valuation over peers. Read More.
• Neutral Sentiment: Updated FY‑2025 and FY‑2026 EPS guidance: FY25 3.620–3.700 vs. consensus ~3.690; FY26 3.920–4.020 vs. consensus ~4.000 — guidance is generally in line with Street expectations, so it mainly frames near‑term earnings visibility rather than shocking the market.
• Neutral Sentiment: Analyst coverage remains skewed toward Buy/Moderate Buy with an average target near the low‑$90s, keeping expectations elevated but not uniformly bullish.
• Negative Sentiment: Two senior executives sold sizable blocks of stock on Feb 4 (Charles Sieving: 30,000 shares; Ronald R. Reagan: 18,620 shares) — large insider sales can weigh on sentiment even if routine. SEC filings: Read More. Read More.
• Negative Sentiment: Scrapped Wyoming wind project amid political/permitting headwinds — highlights regulatory/policy risk and the potential for lost near‑term project pipeline. Read More.
• Negative Sentiment: Renewed commentary that NEE may be “overvalued” could damp momentum if investors rotate to cheaper alternatives; valuation remains a focal risk.

Analyst Ratings Changes

Several equities analysts recently commented on the company. The Goldman Sachs Group raised their target price on NextEra Energy from $94.00 to $98.00 and gave the stock a “buy” rating in a research report on Wednesday, January 28th. Citigroup reiterated a “buy” rating and set a $96.00 price objective (up from $84.00) on shares of NextEra Energy in a research note on Wednesday, October 29th. Mizuho set a $90.00 price objective on NextEra Energy and gave the company a “neutral” rating in a report on Wednesday, January 28th. Morgan Stanley reaffirmed an “overweight” rating and issued a $104.00 target price on shares of NextEra Energy in a report on Wednesday, January 21st. Finally, HSBC increased their target price on shares of NextEra Energy from $94.00 to $95.00 in a research report on Monday, November 10th. Two research 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 stock. According to MarketBeat, the company presently 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.