APG Asset Management N.V. Has $150.07 Million Stake in NextEra Energy, Inc. $NEE

APG Asset Management N.V. raised its stake in shares of NextEra Energy, Inc. (NYSE:NEE) by 0.3% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 1,987,891 shares of the utilities provider’s stock after purchasing an additional 6,700 shares during the period. APG Asset Management N.V. owned 0.10% of NextEra Energy worth $150,066,000 at the end of the most recent quarter.

A number of other institutional investors have also recently made changes to their positions in the stock. Wedbush Securities Inc. grew its holdings in NextEra Energy by 24.8% during the 3rd quarter. Wedbush Securities Inc. now owns 64,158 shares of the utilities provider’s stock worth $4,843,000 after acquiring an additional 12,738 shares during the period. Varma Mutual Pension Insurance Co lifted its stake in shares of NextEra Energy by 5.0% in the 3rd quarter. Varma Mutual Pension Insurance Co now owns 326,193 shares of the utilities provider’s stock valued at $24,624,000 after purchasing an additional 15,600 shares during the period. National Pension Service boosted its position in shares of NextEra Energy by 1.3% during the 3rd quarter. National Pension Service now owns 4,845,447 shares of the utilities provider’s stock valued at $365,783,000 after purchasing an additional 60,324 shares in the last quarter. Synergy Asset Management LLC grew its stake in NextEra Energy by 286.0% during the third quarter. Synergy Asset Management LLC now owns 22,028 shares of the utilities provider’s stock worth $1,594,000 after purchasing an additional 16,322 shares during the period. Finally, Y Intercept Hong Kong Ltd increased its holdings in NextEra Energy by 61.8% in the third quarter. Y Intercept Hong Kong Ltd now owns 60,985 shares of the utilities provider’s stock worth $4,604,000 after purchasing an additional 23,288 shares in the last quarter. Institutional investors own 78.72% of the company’s stock.

Insider Activity at NextEra Energy

In other news, EVP Ronald R. Reagan sold 18,620 shares of the company’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 completion of the sale, the executive vice president owned 9,643 shares in the company, valued at $867,870. This represents a 65.88% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, CEO John W. Ketchum sold 99,603 shares of the stock in a transaction dated Monday, February 9th. The shares were sold at an average price of $89.34, for a total transaction of $8,898,532.02. Following the completion of the sale, the chief executive officer owned 305,933 shares of the company’s stock, valued at approximately $27,332,054.22. This represents a 24.56% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders sold 159,049 shares of company stock valued at $14,194,542. 0.20% of the stock is owned by insiders.

NextEra Energy News Roundup

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

• Positive Sentiment: Scale + AI tailwinds: MarketBeat highlights utilities — and NEE in particular — as beneficiaries of rising data‑center and AI power demand, noting analyst upgrades and strong YTD performance that support a longer‑term growth narrative. This reinforces the bull case that NextEra’s mix of regulated utility assets and renewables could see higher utilization and pricing over time. Utilities: The Unexpected AI Infrastructure Trade
• Neutral Sentiment: Valuation re‑assessment: A Yahoo Finance piece reviews NextEra’s strong one‑year shareholder returns and questions current valuation levels — useful context for investors deciding whether recent gains already reflect future growth. Assessing NextEra Energy (NEE) Valuation
• Neutral Sentiment: Unusually large call activity: Traders bought ~217,413 call options (a ~941% jump vs. typical daily call volume). This could signal speculative bullish positioning or structured hedging ahead of corporate events — outcome is ambiguous for longer‑term holders.
• Negative Sentiment: $2.0B equity units offering — dilution and near‑term pressure: NextEra priced a public offering of $2.0 billion of equity units (underwriters have an option for an additional $300M) to fund energy projects; the deal is expected to close March 3. The announcement prompted a selloff this week (shares fell notably on the news). Investors should weigh the growth use of proceeds against near‑term share dilution and increased float. NextEra to sell $2 billion of equity units NEE Stock Drops on $2B Equity Offering

Analyst Ratings Changes

Several equities analysts have issued reports on the company. Wells Fargo & Company boosted their price target on NextEra Energy from $97.00 to $98.00 and gave the company an “overweight” rating in a research note on Tuesday, January 20th. BMO Capital Markets set a $95.00 target price on shares of NextEra Energy in a research report on Thursday, January 29th. UBS Group set a $91.00 price target on shares of NextEra Energy and gave the stock a “buy” rating in a report on Wednesday, December 17th. Wolfe Research upped their price objective on shares of NextEra Energy from $87.00 to $94.00 and gave the company an “outperform” rating in a report on Monday, December 1st. Finally, HSBC raised their target price on NextEra Energy from $96.00 to $103.00 and gave the company a “buy” rating in a research note on Monday, February 23rd. Two research analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and four have given a Hold rating to the company. According to MarketBeat, NextEra Energy presently has a consensus rating of “Moderate Buy” and an average target price of $93.47.

NextEra Energy Trading Up 1.8%

NEE opened at $93.68 on Friday. NextEra Energy, Inc. has a fifty-two week low of $61.72 and a fifty-two week high of $95.91. The firm has a market capitalization of $195.18 billion, a PE ratio of 28.47, a P/E/G ratio of 2.90 and a beta of 0.76. 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 $86.09 and its 200 day moving average is $81.71.

NextEra Energy (NYSE:NEE) last released its quarterly earnings results 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. The business had revenue of $6.50 billion during 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 company’s quarterly revenue was up 20.7% on a year-over-year basis. During the same quarter in the previous year, the business earned $0.53 EPS. As a group, research analysts predict that NextEra Energy, Inc. will post 3.68 earnings per share for the current fiscal year.

NextEra Energy Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Monday, March 16th. Investors of record on Friday, February 27th will be issued a dividend of $0.6232 per share. This represents a $2.49 annualized dividend and a yield of 2.7%. This is an increase from NextEra Energy’s previous quarterly dividend of $0.57. The ex-dividend date is Friday, February 27th. NextEra Energy’s dividend payout ratio is currently 69.00%.

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.