Bahl & Gaynor Inc. Has $413.41 Million Stock Holdings in NextEra Energy, Inc. $NEE

Bahl & Gaynor Inc. trimmed its holdings in shares of NextEra Energy, Inc. (NYSE:NEE) by 3.3% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 5,476,332 shares of the utilities provider’s stock after selling 188,971 shares during the period. NextEra Energy comprises 2.1% of Bahl & Gaynor Inc.’s holdings, making the stock its 10th largest position. Bahl & Gaynor Inc. owned approximately 0.26% of NextEra Energy worth $413,408,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also bought and sold shares of the company. Vanguard Group Inc. increased its position in shares of NextEra Energy by 0.4% during the 3rd quarter. Vanguard Group Inc. now owns 213,799,521 shares of the utilities provider’s stock worth $16,139,726,000 after purchasing an additional 922,500 shares during the last quarter. Geode Capital Management LLC raised its position in NextEra Energy by 1.2% during the second quarter. Geode Capital Management LLC now owns 45,724,229 shares of the utilities provider’s stock worth $3,161,774,000 after acquiring an additional 526,996 shares in the last quarter. Norges Bank bought a new position in shares of NextEra Energy in the 2nd quarter valued at about $2,375,545,000. Charles Schwab Investment Management Inc. grew its position in shares of NextEra Energy by 2.1% in the 2nd quarter. Charles Schwab Investment Management Inc. now owns 16,786,728 shares of the utilities provider’s stock valued at $1,165,896,000 after acquiring an additional 340,315 shares during the period. Finally, Legal & General Group Plc increased its stake in shares of NextEra Energy by 2.6% during the 2nd quarter. Legal & General Group Plc now owns 16,414,103 shares of the utilities provider’s stock worth $1,139,467,000 after purchasing an additional 408,198 shares during the last quarter. Institutional investors own 78.72% of the company’s stock.

Wall Street Analyst Weigh In

Several equities research analysts recently issued reports on the stock. Mizuho set a $90.00 target price on shares of NextEra Energy and gave the company a “neutral” rating in a research note on Wednesday, January 28th. Morgan Stanley reaffirmed an “overweight” rating and issued a $106.00 price objective on shares of NextEra Energy in a research report on Friday, February 20th. Wall Street Zen upgraded NextEra Energy from a “sell” rating to a “hold” rating in a research note on Saturday. The Goldman Sachs Group increased their price target on NextEra Energy from $94.00 to $98.00 and gave the company a “buy” rating in a research note on Wednesday, January 28th. Finally, Wolfe Research raised their price target on NextEra Energy from $87.00 to $94.00 and gave the company an “outperform” rating in a report on Monday, December 1st. 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. Based on data from MarketBeat.com, NextEra Energy presently has a consensus rating of “Moderate Buy” and a consensus target price of $93.47.

NextEra Energy Price Performance

Shares of NYSE NEE opened at $93.68 on Monday. The firm has a market cap of $195.18 billion, a P/E ratio of 28.47 and a beta of 0.75. The business’s 50 day moving average is $86.09 and its 200-day moving average is $81.77. The company has a current ratio of 0.60, a quick ratio of 0.49 and a debt-to-equity ratio of 1.35. NextEra Energy, Inc. has a 1-year low of $61.72 and a 1-year high of $95.91.

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 the consensus estimate of $0.53 by $0.01. NextEra Energy had a return on equity of 12.18% and a net margin of 24.93%.The business had revenue of $6.50 billion during the quarter, compared to the consensus estimate of $7.07 billion. During the same period in the previous year, the company posted $0.53 EPS. The firm’s quarterly revenue was up 20.7% on a year-over-year basis. Equities research analysts predict that NextEra Energy, Inc. will post 3.68 earnings per share for the current year.

NextEra Energy Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Monday, March 16th. Investors of record on Friday, February 27th will be paid a $0.6232 dividend. This represents a $2.49 annualized dividend and a dividend yield of 2.7%. This is a boost 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 75.68%.

Trending Headlines about NextEra Energy

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

Insider Buying and Selling

In other NextEra Energy news, EVP Ronald R. Reagan sold 18,620 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 $1,675,800.00. Following the transaction, 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 sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CEO John W. Ketchum sold 99,603 shares of the firm’s stock in a transaction that occurred on Monday, February 9th. The stock was sold at an average price of $89.34, for a total transaction of $8,898,532.02. Following the transaction, the chief executive officer directly owned 305,933 shares in the company, valued at $27,332,054.22. This represents a 24.56% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 159,049 shares of company stock valued at $14,194,542. 0.18% of the stock is owned by company insiders.

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.