Oppenheimer & Co. Inc. Buys 100,467 Shares of NextEra Energy, Inc. $NEE

Oppenheimer & Co. Inc. boosted its stake in NextEra Energy, Inc. (NYSE:NEE) by 43.2% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 333,278 shares of the utilities provider’s stock after purchasing an additional 100,467 shares during the period. Oppenheimer & Co. Inc.’s holdings in NextEra Energy were worth $25,159,000 at the end of the most recent quarter.

A number of other hedge funds have also added to or reduced their stakes in NEE. Norges Bank bought a new position in NextEra Energy in the second quarter valued at about $2,375,545,000. Vanguard Group Inc. increased its position in shares of NextEra Energy by 2.7% during the 2nd quarter. Vanguard Group Inc. now owns 212,877,021 shares of the utilities provider’s stock valued at $14,777,923,000 after purchasing an additional 5,554,603 shares during the last quarter. Assenagon Asset Management S.A. lifted its stake in shares of NextEra Energy by 1,765.3% in the 3rd quarter. Assenagon Asset Management S.A. now owns 3,968,305 shares of the utilities provider’s stock worth $299,567,000 after purchasing an additional 3,755,563 shares during the period. Schroder Investment Management Group boosted its holdings 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 buying an additional 1,701,648 shares during the last quarter. Finally, Adage Capital Partners GP L.L.C. grew 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 valued at $151,718,000 after buying an additional 1,410,200 shares during the period. 78.72% of the stock is currently owned by hedge funds and other institutional investors.

NextEra Energy Stock Up 0.3%

NYSE NEE opened at $89.48 on Monday. NextEra Energy, Inc. has a 12 month low of $61.72 and a 12 month high of $90.99. The company has a current ratio of 0.60, a quick ratio of 0.49 and a debt-to-equity ratio of 1.35. The stock has a market cap of $186.35 billion, a PE ratio of 27.20, a P/E/G ratio of 2.77 and a beta of 0.75. The stock’s 50 day moving average is $82.88 and its 200 day moving average is $79.55.

NextEra Energy (NYSE:NEE) last announced its quarterly earnings data on Tuesday, January 27th. The utilities provider reported $0.54 earnings per share (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 business had revenue of $6.50 billion during the quarter, compared to analyst estimates of $7.07 billion. During the same period last year, the firm posted $0.53 EPS. The company’s revenue was up 20.7% on a year-over-year basis. Research analysts predict 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, EVP Ronald R. Reagan sold 18,620 shares of the business’s stock in a transaction on Wednesday, February 4th. The shares were sold at an average price of $90.00, for a total value of $1,675,800.00. Following the sale, the executive vice president owned 9,643 shares in the company, valued at $867,870. The trade was a 65.88% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Armando Pimentel, Jr. sold 145,140 shares of the stock in a transaction dated 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 transaction, the chief executive officer directly owned 162,693 shares of the company’s stock, valued at $13,651,569.63. This trade represents a 47.15% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have sold 204,586 shares of company stock worth $17,474,707. Insiders own 0.18% of the company’s stock.

Key NextEra Energy News

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.

Analysts Set New Price Targets

Several research analysts have weighed in on the stock. UBS Group set a $91.00 price target on shares of NextEra Energy and gave the stock a “buy” rating in a research report on Wednesday, December 17th. Jefferies Financial Group set a $87.00 target price on NextEra Energy in a report on Wednesday, January 14th. TD Cowen started coverage on NextEra Energy in a research report on Thursday, October 16th. They set a “buy” rating and a $98.00 target price on the stock. Wells Fargo & Company upped their price target on NextEra Energy from $97.00 to $98.00 and gave the stock an “overweight” rating in a research report on Tuesday, January 20th. Finally, BTIG Research reaffirmed a “buy” rating and set a $103.00 price objective on shares of NextEra Energy in a research report on Wednesday, January 28th. Two analysts have rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and four have assigned a Hold rating to the company. According to MarketBeat.com, the company currently has an average 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.