Moody National Bank Trust Division Has $1.69 Million Position in NextEra Energy, Inc. $NEE

Moody National Bank Trust Division decreased its position in NextEra Energy, Inc. (NYSE:NEE) by 34.4% during the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 21,018 shares of the utilities provider’s stock after selling 11,037 shares during the quarter. Moody National Bank Trust Division’s holdings in NextEra Energy were worth $1,687,000 at the end of the most recent reporting period.

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

Key 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

Insider Transactions at NextEra Energy

In other news, CEO John W. Ketchum sold 99,603 shares of the stock in a transaction on Monday, February 9th. The stock was sold at an average price of $89.34, for a total value of $8,898,532.02. Following the completion of the transaction, the chief executive officer directly owned 305,933 shares in the company, valued at approximately $27,332,054.22. This represents a 24.56% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Treasurer James Michael May sold 7,161 shares of the company’s 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 $646,423.47. Following the completion of the transaction, the treasurer directly owned 26,719 shares of the company’s stock, valued at $2,411,924.13. This represents a 21.14% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 190,816 shares of company stock valued at $17,075,619. Company insiders own 0.18% of the company’s stock.

Analyst Upgrades and Downgrades

Several research analysts recently issued reports on the stock. Seaport Research Partners reduced their price target on shares of NextEra Energy from $56.00 to $55.00 and set a “sell” rating on the stock in a research report on Monday, February 2nd. Wolfe Research upped their target price 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. Wells Fargo & Company increased their price objective on NextEra Energy from $97.00 to $98.00 and gave the company an “overweight” rating in a research report on Tuesday, January 20th. Wall Street Zen raised shares of NextEra Energy from a “sell” rating to a “hold” rating in a report on Saturday, February 28th. Finally, Mizuho set a $90.00 target price on NextEra Energy and gave the stock a “neutral” rating in a research report on Wednesday, January 28th. 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 presently has an average rating of “Moderate Buy” and an average target price of $94.44.

NextEra Energy Trading Up 1.5%

Shares of NYSE:NEE opened at $91.61 on Wednesday. NextEra Energy, Inc. has a 52-week low of $61.72 and a 52-week high of $95.91. The company has a debt-to-equity ratio of 1.35, a quick ratio of 0.49 and a current ratio of 0.60. The company has a market capitalization of $190.86 billion, a P/E ratio of 27.84 and a beta of 0.76. The company has a 50-day simple moving average of $89.97 and a 200 day simple moving average of $83.92.

NextEra Energy (NYSE:NEE) last announced its quarterly earnings results on Tuesday, January 27th. The utilities provider reported $0.54 earnings per share for the quarter, topping analysts’ consensus estimates of $0.53 by $0.01. NextEra Energy had a return on equity of 12.18% and a net margin of 24.93%.The firm had revenue of $6.50 billion for the quarter, compared to the consensus estimate of $7.07 billion. During the same quarter in the previous year, the business earned $0.53 earnings per share. The business’s revenue was up 20.7% compared to the same quarter last year. Sell-side analysts forecast that NextEra Energy, Inc. will post 3.68 earnings per share for the current year.

NextEra Energy Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Monday, March 16th. Investors of record on Friday, February 27th were given a dividend of $0.6232 per share. This is a positive change from NextEra Energy’s previous quarterly dividend of $0.57. This represents a $2.49 annualized dividend and a yield of 2.7%. The ex-dividend date of this dividend was Friday, February 27th. NextEra Energy’s dividend payout ratio (DPR) is currently 75.68%.

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.