Border to Coast Pensions Partnership Ltd decreased its stake in shares of NextEra Energy, Inc. (NYSE:NEE – Free Report) by 1.0% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 1,203,306 shares of the utilities provider’s stock after selling 12,496 shares during the period. NextEra Energy makes up 1.7% of Border to Coast Pensions Partnership Ltd’s portfolio, making the stock its 13th biggest position. Border to Coast Pensions Partnership Ltd owned about 0.06% of NextEra Energy worth $96,777,000 as of its most recent filing with the Securities and Exchange Commission.
Several other large investors have also recently bought and sold shares of NEE. Tripletail Wealth Management LLC acquired a new position in shares of NextEra Energy during the 3rd quarter valued at $25,000. Strive Asset Management LLC acquired a new position in shares of NextEra Energy in the 3rd quarter worth approximately $29,000. Lodestone Wealth Management LLC acquired a new position in shares of NextEra Energy in the 4th quarter worth approximately $33,000. Abound Wealth Management grew its stake in shares of NextEra Energy by 108.2% in the 3rd quarter. Abound Wealth Management now owns 456 shares of the utilities provider’s stock worth $34,000 after purchasing an additional 237 shares during the last quarter. Finally, Highline Wealth Partners LLC grew its stake in shares of NextEra Energy by 66.2% in the 3rd quarter. Highline Wealth Partners LLC now owns 487 shares of the utilities provider’s stock worth $37,000 after purchasing an additional 194 shares during the last quarter. Institutional investors and hedge funds own 78.72% of the company’s stock.
Insiders Place Their Bets
In other news, EVP Terrell Kirk Crews II sold 19,672 shares of NextEra Energy stock in a transaction that occurred 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 transaction, the executive vice president directly owned 73,857 shares of the company’s stock, valued at $6,667,071.39. This trade represents a 21.03% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, EVP Ronald R. Reagan sold 18,620 shares of NextEra Energy 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 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 SEC filing for this sale provides additional information. Insiders sold a total of 190,816 shares of company stock valued at $17,075,619 over the last 90 days. 0.18% of the stock is owned by corporate insiders.
NextEra Energy Stock Performance
NextEra Energy (NYSE:NEE – Get Free Report) last released its earnings results on Tuesday, January 27th. The utilities provider reported $0.54 earnings per share for the quarter, topping the consensus estimate of $0.53 by $0.01. The business had revenue of $6.50 billion for the quarter, compared to the consensus estimate of $7.07 billion. NextEra Energy had a net margin of 24.93% and a return on equity of 12.18%. The firm’s quarterly revenue was up 20.7% compared to the same quarter last year. During the same period last year, the firm posted $0.53 earnings per share. As a group, 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 company also recently announced 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 annualized dividend and a dividend yield of 2.7%. This is an increase from NextEra Energy’s previous quarterly dividend of $0.57. The ex-dividend date of this dividend was Friday, February 27th. NextEra Energy’s payout ratio is 75.68%.
Analysts Set New Price Targets
NEE has been the topic of several recent research reports. HSBC lifted their price objective on shares of NextEra Energy from $96.00 to $103.00 and gave the stock a “buy” rating in a research note on Monday, February 23rd. Jefferies Financial Group lifted their price objective on shares of NextEra Energy from $87.00 to $92.00 and gave the stock a “hold” rating in a research note on Tuesday, March 31st. Wells Fargo & Company lifted their price objective on shares of NextEra Energy from $97.00 to $98.00 and gave the stock an “overweight” rating in a research note on Tuesday, January 20th. Seaport Research Partners decreased their target price on NextEra Energy from $56.00 to $55.00 and set a “sell” rating on the stock in a report on Monday, February 2nd. Finally, UBS Group lifted their target price on NextEra Energy from $91.00 to $104.00 and gave the stock a “buy” rating in a report on Thursday, March 5th. Two research analysts have rated the stock with a Strong Buy rating, thirteen have issued a Buy rating and four have issued a Hold rating to the stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $95.22.
Check Out Our Latest Stock Analysis on NEE
Key NextEra Energy News
Here are the key news stories impacting NextEra Energy this week:
- Positive Sentiment: Jefferies raised its price target from $87 to $92, citing confidence in NextEra’s long‑term earnings trajectory and emerging data‑center deals that could drive storage and contracted revenue upside. NextEra (NEE): Jefferies Raises Target as Data Center Deals Come Into View
- Positive Sentiment: An analyst raised NextEra’s price target by $8 (coverage note), adding to the narrative of analyst support and re‑rating momentum that can underpin the stock. Analyst Ups NextEra Energy (NEE) Price Target by $8
- Positive Sentiment: Coverage from The Motley Fool highlights NextEra as a relatively safe way to play the U.S. solar boom — positive narrative for long‑term earnings and investor demand for renewable exposure. Why NextEra Energy Is a Safe Way to Invest in the Solar Energy Boom
- Neutral Sentiment: Mizuho bumped its target to $95 but kept a “neutral” rating — price‑target lift is supportive, but the retained rating tempers conviction. Mizuho Adjusts Price Target on NextEra Energy to $95
- Neutral Sentiment: Policy developments (H.R. 8146 – Rural Utilities Service Modernization Act) could ease permitting/grant friction for utility projects over time, a potential tailwind if enacted but uncertain near term. New Bill: Representative April McClain Delaney introduces H.R. 8146
- Neutral Sentiment: Several retail/income‑oriented articles (Zacks, 247WallSt) are promoting NextEra as a dividend/passive‑income play, which can sustain retail demand but doesn’t immediately move fundamentals. NextEra Energy, Inc. (NEE) is Attracting Investor Attention
- Negative Sentiment: Short‑term weakness: market reports show NextEra underperformed peers and traded lower in recent sessions (profit‑taking after a strong one‑year rally), pressuring the stock in the near term. NextEra Energy Inc. stock underperforms Monday
- Negative Sentiment: Recent intraday/closing reports noted modest dips while the broader market gained, reflecting rotation and short‑term profit‑taking despite positive analyst chatter. NextEra Energy (NEE) Stock Dips While Market Gains
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.
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