Ballentine Partners LLC Sells 7,071 Shares of NextEra Energy, Inc. $NEE

Ballentine Partners LLC trimmed its position in shares of NextEra Energy, Inc. (NYSE:NEE) by 15.6% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 38,325 shares of the utilities provider’s stock after selling 7,071 shares during the period. Ballentine Partners LLC’s holdings in NextEra Energy were worth $2,893,000 as of its most recent SEC filing.

Other institutional investors have also added to or reduced their stakes in the company. Synergy Asset Management LLC raised its holdings in shares of NextEra Energy by 286.0% in the third quarter. Synergy Asset Management LLC now owns 22,028 shares of the utilities provider’s stock worth $1,594,000 after buying an additional 16,322 shares during the last quarter. Daymark Wealth Partners LLC increased its position in shares of NextEra Energy by 6.5% in the 2nd quarter. Daymark Wealth Partners LLC now owns 45,015 shares of the utilities provider’s stock valued at $3,125,000 after acquiring an additional 2,767 shares during the period. Y Intercept Hong Kong Ltd raised its stake in NextEra Energy by 61.8% in the 3rd quarter. Y Intercept Hong Kong Ltd now owns 60,985 shares of the utilities provider’s stock worth $4,604,000 after acquiring an additional 23,288 shares during the last quarter. Hunter Perkins Capital Management LLC acquired a new stake in NextEra Energy during the 3rd quarter worth about $3,966,000. Finally, Dillon & Associates Inc. grew its stake in NextEra Energy by 8.4% during the 2nd quarter. Dillon & Associates Inc. now owns 68,246 shares of the utilities provider’s stock valued at $4,709,000 after purchasing an additional 5,261 shares during the last quarter. Institutional investors own 78.72% of the company’s stock.

NextEra Energy Stock Up 0.6%

NextEra Energy stock opened at $87.64 on Thursday. NextEra Energy, Inc. has a 12 month low of $61.72 and a 12 month high of $88.96. The stock has a market capitalization of $182.52 billion, a PE ratio of 27.91, a price-to-earnings-growth ratio of 2.70 and a beta of 0.74. The company has a debt-to-equity ratio of 1.35, a current ratio of 0.60 and a quick ratio of 0.45. The business has a 50 day simple moving average of $82.36 and a 200-day simple moving average of $78.87.

NextEra Energy (NYSE:NEE) last issued its quarterly earnings results on Tuesday, January 27th. The utilities provider reported $0.54 EPS for the quarter, topping the consensus estimate of $0.53 by $0.01. The company had revenue of $6.56 billion during the quarter, compared to analyst estimates of $7.07 billion. NextEra Energy had a net margin of 24.93% and a return on equity of 12.18%. The firm’s revenue was up 20.7% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $0.53 EPS. On average, analysts anticipate that NextEra Energy, Inc. will post 3.68 EPS for the current fiscal year.

Trending Headlines about NextEra Energy

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

• Positive Sentiment: Q4 profit beat and segment strength — NextEra reported adjusted Q4 EPS of $0.54, topping estimates as renewables and FPL demand supported profits, which helped lift sentiment. Read More.
• Positive Sentiment: Management reiterated guidance and long-term growth targets — management held 2026 adjusted EPS guidance and outlined a plan for ~8% CAGR in adjusted EPS through 2032 plus $90–$100B capex to 2032; FPL secured a multi‑year rate deal (ROE midpoint ~10.95%), giving visibility to utility returns. Read More.
• Positive Sentiment: Growing large‑load demand and nuclear pivot — NextEra is actively marketing nuclear output and is weighing nuclear expansion to serve hyperscalers/data centers, creating a potential new high‑margin market for long‑term contracted power. Read More.
• Positive Sentiment: Analyst support — Institutional commentary and sell‑side notes after the results emphasize long‑term growth; at least one shop raised NextEra’s price target and kept an outperform view, reinforcing buyer interest. Read More.
• Neutral Sentiment: Momentum/technicals supportive but stretched — market commentary notes strong YTD gains and stretched momentum (overbought indicators), which supports continuation but raises the odds of short pauses or consolidation. Read More.
• Neutral Sentiment: Momentum investor interest — Coverage argues NEE is a momentum name given recent strength and fundamentals, which can sustain flows but also increases sensitivity to sentiment shifts. Read More.
• Negative Sentiment: Revenue missed estimates — Q4 revenue of $6.56B trailed the consensus (~$7.07B), which tempers the beat and could be cited by critics as a near‑term weakness to watch. Read More.
• Negative Sentiment: Valuation and concentration risk — NEE trades at a premium (high-teens/20s P/E range reported by market commentary) and near its 52‑week high, which increases downside risk if growth or data‑center demand disappoints. Read More.

Insider Buying and Selling

In other news, CEO Armando Pimentel, Jr. sold 145,140 shares of the firm’s stock in a transaction that occurred on Monday, November 17th. The stock was sold at an average price of $83.91, for a total value of $12,178,697.40. Following the transaction, the chief executive officer owned 162,693 shares in the company, valued at $13,651,569.63. This trade represents a 47.15% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, EVP Ronald R. Reagan sold 10,826 shares of the stock in a transaction on Thursday, January 22nd. The shares were sold at an average price of $85.00, for a total value of $920,210.00. Following the completion of the transaction, the executive vice president directly owned 15,643 shares of the company’s stock, valued at approximately $1,329,655. This represents a 40.90% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 0.18% of the stock is owned by corporate insiders.

Analysts Set New Price Targets

Several research analysts have recently issued reports on the company. Wells Fargo & Company raised their price objective on NextEra Energy from $97.00 to $98.00 and gave the stock an “overweight” rating in a research note on Tuesday, January 20th. BMO Capital Markets raised their price target on shares of NextEra Energy from $89.00 to $93.00 and gave the stock an “outperform” rating in a research report on Tuesday. TD Cowen assumed coverage on shares of NextEra Energy in a report on Thursday, October 16th. They issued a “buy” rating and a $98.00 price objective on the stock. Weiss Ratings reissued a “buy (b-)” rating on shares of NextEra Energy in a report on Monday, December 29th. Finally, JPMorgan Chase & Co. upped their price target on shares of NextEra Energy from $94.00 to $97.00 and gave the company an “overweight” rating in a report on Thursday, December 11th. Two research analysts have rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating and four have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $92.56.

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.