Avity Investment Management Inc. Lowers Stock Holdings in NextEra Energy, Inc. $NEE

Avity Investment Management Inc. reduced its holdings in NextEra Energy, Inc. (NYSE:NEE) by 6.1% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 475,660 shares of the utilities provider’s stock after selling 30,855 shares during the period. NextEra Energy comprises 2.5% of Avity Investment Management Inc.’s holdings, making the stock its 18th largest position. Avity Investment Management Inc.’s holdings in NextEra Energy were worth $35,908,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also made changes to their positions in NEE. Brighton Jones LLC grew its stake in NextEra Energy by 7.0% in the 4th quarter. Brighton Jones LLC now owns 28,282 shares of the utilities provider’s stock valued at $2,028,000 after acquiring an additional 1,840 shares during the period. Revolve Wealth Partners LLC raised its position in NextEra Energy by 6.5% during the fourth quarter. Revolve Wealth Partners LLC now owns 4,854 shares of the utilities provider’s stock worth $348,000 after acquiring an additional 298 shares during the period. Acadian Asset Management LLC raised its position in NextEra Energy by 38.4% during the first quarter. Acadian Asset Management LLC now owns 12,542 shares of the utilities provider’s stock worth $887,000 after acquiring an additional 3,479 shares during the period. Sivia Capital Partners LLC lifted its holdings in NextEra Energy by 18.1% during the second quarter. Sivia Capital Partners LLC now owns 5,563 shares of the utilities provider’s stock valued at $386,000 after purchasing an additional 852 shares in the last quarter. Finally, United Bank grew its position in shares of NextEra Energy by 2.9% in the second quarter. United Bank now owns 15,596 shares of the utilities provider’s stock valued at $1,083,000 after purchasing an additional 444 shares during the period. 78.72% of the stock is currently owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other NextEra Energy news, Treasurer James Michael May sold 7,161 shares of the company’s stock in a transaction on Monday, March 9th. The stock was sold at an average price of $90.27, for a total value of $646,423.47. Following the completion of the sale, the treasurer directly owned 26,719 shares in the company, valued at $2,411,924.13. This represents a 21.14% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Terrell Kirk Crews II sold 19,672 shares of the company’s stock in a transaction on Monday, March 9th. The shares were sold at an average price of $90.27, for a total value of $1,775,791.44. Following the completion of the sale, the executive vice president owned 73,857 shares of the company’s stock, valued at approximately $6,667,071.39. The trade was a 21.03% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 190,816 shares of company stock valued at $17,075,619. Insiders own 0.18% of the company’s stock.

Analysts Set New Price Targets

A number of research firms have recently commented on NEE. Morgan Stanley reissued an “overweight” rating and set a $106.00 target price on shares of NextEra Energy in a research note on Friday, February 20th. Erste Group Bank raised shares of NextEra Energy from a “hold” rating to a “buy” rating in a research note on Wednesday, February 18th. UBS Group lifted their price objective on NextEra Energy from $91.00 to $104.00 and gave the stock a “buy” rating in a report on Thursday, March 5th. Wall Street Zen upgraded NextEra Energy from a “sell” rating to a “hold” rating in a research note on Saturday, February 28th. Finally, JPMorgan Chase & Co. raised their target price on NextEra Energy from $94.00 to $97.00 and gave the company an “overweight” rating in a research report on Thursday, December 11th. Two analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and four have issued a Hold rating to the company. According to MarketBeat.com, NextEra Energy presently has an average rating of “Moderate Buy” and a consensus price target of $94.16.

Key NextEra Energy News

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

• Positive Sentiment: Company plans major capacity build to serve data centers — management announced a target to add 15–30 GW of U.S. power generation capacity by 2035, signaling a sizable growth runway tied to hyperscaler/data‑center demand. NextEra Energy (NEE) Aims for Power Generation Capacity Expansion
• Positive Sentiment: Longer-term growth outlook reinforced — investor pieces highlight NextEra as a multi‑year compounder and cite management guidance for roughly an 8%+ CAGR over the next several years, supporting the case for steady earnings and project-driven expansion. 2 Monster Stocks to Hold for the Next 10 Years
• Positive Sentiment: Strong recent performance and momentum — coverage notes NEE has significantly outperformed utilities and the S&P over the last year (~+28.7%), reflecting investor appetite for clean‑energy exposure and rate‑cut tailwinds. NextEra Surges Past Industry Over a Year: How to Play the Stock?
• Positive Sentiment: Dividend increased — the quarterly payout was raised (most recent payment implied a $2.49 annualized payout), which supports income investors and signals confidence in cash flow. (Reported in recent company/MarketBeat disclosures.)
• Neutral Sentiment: Analyst mix is broadly constructive but varied — several firms have buy/hold ratings and the consensus is a “Moderate Buy” with an average target near the low‑$90s; that implies limited upside from current levels absent stronger near‑term beats or guidance.
• Neutral Sentiment: Peer comparison / sector story — coverage comparing NextEra to peers (e.g., Constellation) highlights the data‑center demand story as a sector theme; useful for positioning but not an immediate stock catalyst. Better Utility Stock: Constellation Energy vs. NextEra Energy
• Negative Sentiment: Insider selling — EVP Nicole Daggs disclosed a sale of 4,934 shares (SEC filing), which can be interpreted as a near‑term negative signal for some investors even though insiders sell for many reasons. SEC Form 4 — Nicole J. Daggs
• Negative Sentiment: Recent quarterly revenue shortfall and a high payout ratio — last reported quarter beat EPS but missed revenue vs. estimates and the payout ratio is elevated (~75.7%), which raises sensitivity to cash‑flow volatility for investors focused on dividend sustainability.

NextEra Energy Stock Performance

NYSE:NEE opened at $92.55 on Wednesday. The company’s 50-day moving average price is $88.88 and its 200-day moving average price is $83.24. 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 company has a market cap of $192.83 billion, a P/E ratio of 28.13 and a beta of 0.76. NextEra Energy, Inc. has a twelve month low of $61.72 and a twelve month high of $95.91.

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 the consensus estimate of $0.53 by $0.01. The company had revenue of $6.50 billion during the quarter, compared to analysts’ expectations of $7.07 billion. NextEra Energy had a net margin of 24.93% and a return on equity of 12.18%. NextEra Energy’s revenue was up 20.7% compared to the same quarter last year. During the same quarter in the prior year, the company earned $0.53 EPS. On average, sell-side analysts forecast 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 was paid on Monday, March 16th. Stockholders of record on Friday, February 27th were given a $0.6232 dividend. This represents a $2.49 dividend on an annualized basis 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 was Friday, February 27th. NextEra Energy’s dividend payout ratio (DPR) is currently 75.68%.

About NextEra Energy

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.