Wealthquest Corp Makes New $614,000 Investment in NextEra Energy, Inc. $NEE

Wealthquest Corp acquired a new position in shares of NextEra Energy, Inc. (NYSE:NEEFree Report) during the 4th quarter, Holdings Channel reports. The fund acquired 7,651 shares of the utilities provider’s stock, valued at approximately $614,000.

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

NextEra Energy Stock Performance

NYSE NEE opened at $88.61 on Monday. The company has a debt-to-equity ratio of 1.41, a current ratio of 0.54 and a quick ratio of 0.44. NextEra Energy, Inc. has a 1-year low of $65.97 and a 1-year high of $98.75. The firm has a market capitalization of $184.78 billion, a P/E ratio of 22.55, a P/E/G ratio of 2.60 and a beta of 0.73. The business’s 50-day simple moving average is $92.71 and its 200-day simple moving average is $88.07.

NextEra Energy (NYSE:NEEGet Free Report) last posted its earnings results on Thursday, April 23rd. The utilities provider reported $1.09 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.03 by $0.06. NextEra Energy had a net margin of 29.36% and a return on equity of 12.25%. The firm had revenue of $6.70 billion during the quarter, compared to the consensus estimate of $7.43 billion. During the same quarter in the prior year, the company earned $0.99 EPS. The company’s revenue was up 7.3% on a year-over-year basis. NextEra Energy has set its FY 2026 guidance at 3.920-4.02 EPS. Equities analysts predict that NextEra Energy, Inc. will post 4.01 EPS for the current year.

NextEra Energy Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, June 15th. Stockholders of record on Friday, June 5th will be given a $0.6232 dividend. The ex-dividend date of this dividend is Friday, June 5th. This represents a $2.49 annualized dividend and a dividend yield of 2.8%. NextEra Energy’s dividend payout ratio is presently 63.36%.

Insider Activity

In other news, EVP Nicole J. Daggs sold 4,934 shares of the firm’s stock in a transaction on Friday, March 13th. The shares were sold at an average price of $93.00, for a total value of $458,862.00. Following the transaction, the executive vice president owned 16,905 shares of the company’s stock, valued at approximately $1,572,165. This trade represents a 22.59% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, EVP Terrell Kirk Crews II sold 19,672 shares of NextEra Energy stock in a transaction on Monday, March 9th. The shares were sold at an average price of $90.27, for a total transaction of $1,775,791.44. Following the transaction, the executive vice president owned 73,857 shares in the company, valued at $6,667,071.39. The trade was a 21.03% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 31,767 shares of company stock valued at $2,881,077. Company insiders own 0.18% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities research analysts recently issued reports on the stock. Wall Street Zen cut shares of NextEra Energy from a “hold” rating to a “sell” rating in a research report on Saturday, March 28th. Weiss Ratings raised shares of NextEra Energy from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Monday, April 27th. Morgan Stanley set a $111.00 price target on shares of NextEra Energy in a research note on Thursday. Jefferies Financial Group lifted their price target on shares of NextEra Energy from $92.00 to $93.00 and gave the company a “hold” rating in a report on Tuesday, April 21st. Finally, Mizuho boosted their price objective on shares of NextEra Energy from $90.00 to $95.00 and gave the company a “neutral” rating in a research note on Wednesday, April 15th. One research analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and four have issued a Hold rating to the company. According to MarketBeat.com, NextEra Energy presently has a consensus rating of “Moderate Buy” and a consensus price target of $99.15.

Check Out Our Latest Research Report on NEE

More NextEra Energy News

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

  • Positive Sentiment: NextEra agreed to acquire Dominion Energy in a large all-stock deal, creating a much bigger regulated utility platform and giving NEE deeper exposure to Virginia’s fast-growing data center power market. The market appears to be focusing on the potential for stronger scale, more stable cash flow, and AI-related electricity demand. NextEra Discusses $116 Billion Dominion Deal In Record Power Sector Push
  • Positive Sentiment: The Dominion transaction is being described as one of the biggest deals in U.S. power history, with projections for strong earnings growth over time and significant strategic benefits from the AI/data-center buildout. Dominion Energy Agrees to Acquisition by NextEra Energy
  • Positive Sentiment: NextEra also broadened its energy mix with a reported $1.3 billion Caliber Resource Partners acquisition and a shale joint venture, which could add another growth avenue beyond utilities and renewables. NextEra Energy Broadens Energy Mix With US$1.3b Caliber Acquisition
  • Neutral Sentiment: The board declared a quarterly dividend of $0.6232 per share, reinforcing NextEra’s income appeal for investors, though the announcement itself is unlikely to be a major near-term catalyst. NextEra Energy board declares quarterly dividend
  • Neutral Sentiment: The stock is also being discussed in broader market coverage of the power sector and AI-driven electricity demand, which supports the investment thesis but does not add a new company-specific catalyst by itself. The Week in Numbers: SpaceX’s IPO plans, Samsung settles dispute

About NextEra Energy

(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.

See Also

Want to see what other hedge funds are holding NEE? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for NextEra Energy, Inc. (NYSE:NEEFree Report).

Institutional Ownership by Quarter for NextEra Energy (NYSE:NEE)

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