Diversified Trust Co. Boosts Stake in NextEra Energy, Inc. $NEE

Posted by Defense World Staff on Mar 25th, 2026

Diversified Trust Co. increased its holdings in shares of NextEra Energy, Inc. (NYSE:NEE – Free Report) by 41.5% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 45,231 shares of the utilities provider’s stock after acquiring an additional 13,266 shares during the period. Diversified Trust Co.’s holdings in NextEra Energy were worth $3,631,000 as of its most recent SEC filing.

Other large investors also recently bought and sold shares of the company. Goodman Advisory Group LLC purchased a new position in shares of NextEra Energy during the 2nd quarter valued at approximately $25,000. Tripletail Wealth Management LLC purchased a new stake in NextEra Energy in the 3rd quarter worth $25,000. Strive Asset Management LLC purchased a new stake in NextEra Energy in the 3rd quarter worth $29,000. Howard Hughes Medical Institute acquired a new position in NextEra Energy during the second quarter worth $31,000. Finally, Rexford Capital Inc. purchased a new position in NextEra Energy during the second quarter valued at $34,000. Institutional investors and hedge funds own 78.72% of the company’s stock.

More NextEra Energy News

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

Positive Sentiment: NextEra won a federal agreement to expand U.S. natural‑gas generation capacity, a move that boosts near‑term project backlog and cash‑flow visibility as the company balances gas and clean generation. NextEra’s Federal Energy Deal Could Power Its Stock to Higher Highs
Positive Sentiment: CEO John Ketchum said NextEra has secured land in Texas for a large gas‑fired plant intended to power major data‑center campuses tied to a U.S.–Japan investment pact — a direct commercial win that aligns with rising AI/data‑center power demand. NextEra secures land in Texas for giant gas plant to power data centers, CEO says
Positive Sentiment: NextEra is partnering with NVIDIA, Emerald AI and other energy firms on “AI factory” projects that treat flexible AI loads as grid assets — opening new revenue streams from demand flexibility and grid services. NVIDIA and Emerald AI Join Leading Energy Companies to Pioneer Flexible AI Factories as Grid Assets
Positive Sentiment: BTIG initiated coverage with a Buy, which can lift sentiment among institutional investors and supports multiple buy‑side flows into the name. NextEra Energy (NEE) Receives a Buy from BTIG
Neutral Sentiment: CEO interviews at CERAWeek reinforced demand narratives (AI, data centers, M&A interest) — useful for investor confidence though mainly narrative rather than new contracts. NextEra CEO John Ketchum on Energy Demand, AI Power Needs at CERAWeek
Neutral Sentiment: A Wall Street roundup included NEE among potential winners, which may help sentiment but offers no new company‑specific catalysts. Wall Street Thinks These 5 Stocks Could Be the Next Big Winners
Neutral Sentiment: Analyst comparison vs. AEP highlights NextEra’s stronger ROE, EPS outlook and heavy capex plan — supportive long‑term thesis but not an immediate price catalyst. NEE vs. AEP: Which Power Utility Offers Stronger Investment Potential?
Neutral Sentiment: Federal hub site selection (Comstock press release) supports the broader Texas natural‑gas hub initiative; it’s indirectly positive for participants but not a direct NextEra announcement. COMSTOCK RESOURCES, INC. ANNOUNCES SELECTION OF WESTERN HAYNESVILLE SITE TO HOST POWER GENERATION HUB

NextEra Energy Stock Performance

NYSE:NEE opened at $91.61 on Wednesday. The company has a market cap of $190.86 billion, a P/E ratio of 27.84 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. The company’s 50-day moving average price is $89.97 and its 200-day moving average price is $83.92. 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 (NYSE:NEE – Get Free Report) 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 announced a quarterly dividend, which was paid on Monday, March 16th. Stockholders of record on Friday, February 27th were issued a dividend of $0.6232 per share. The ex-dividend date was Friday, February 27th. 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. NextEra Energy’s payout ratio is presently 75.68%.

Analysts Set New Price Targets

NEE has been the topic of several research analyst reports. JPMorgan Chase & Co. lifted their target price on shares of NextEra Energy from $94.00 to $97.00 and gave the company an “overweight” rating in a research report on Thursday, December 11th. Wolfe Research upped their price target on shares of NextEra Energy from $87.00 to $94.00 and gave the stock an “outperform” rating in a research report on Monday, December 1st. Erste Group Bank raised shares of NextEra Energy from a “hold” rating to a “buy” rating in a research note on Wednesday, February 18th. HSBC lifted their price objective on NextEra Energy from $96.00 to $103.00 and gave the stock a “buy” rating in a report on Monday, February 23rd. Finally, Weiss Ratings cut NextEra Energy from a “buy (b-)” rating to a “hold (c+)” rating in a report on Tuesday, February 17th. Two investment analysts have rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating and four have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $94.44.

Check Out Our Latest Research Report on NEE

Insiders Place Their Bets

In other NextEra Energy news, Treasurer James Michael May sold 7,161 shares of the business’s stock in a transaction on Monday, March 9th. The stock was sold at an average price of $90.27, for a total transaction of $646,423.47. Following the transaction, the treasurer owned 26,719 shares of the company’s stock, valued at approximately $2,411,924.13. The trade was a 21.14% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible 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.

NextEra Energy Profile

(Free Report)

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.