Impact Partnership Wealth LLC Makes New $550,000 Investment in NextEra Energy, Inc. $NEE

Impact Partnership Wealth LLC purchased a new stake in NextEra Energy, Inc. (NYSE:NEE) during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor purchased 6,850 shares of the utilities provider’s stock, valued at approximately $550,000.

Other institutional investors and hedge funds also recently modified their holdings of the company. Brighton Jones LLC lifted its stake 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 valued at $2,028,000 after buying an additional 1,840 shares during the period. Revolve Wealth Partners LLC raised its stake in NextEra Energy by 6.5% during the fourth quarter. Revolve Wealth Partners LLC now owns 4,854 shares of the utilities provider’s stock worth $348,000 after purchasing an additional 298 shares during the period. Acadian Asset Management LLC raised its stake in NextEra Energy by 38.4% during the first quarter. Acadian Asset Management LLC now owns 12,542 shares of the utilities provider’s stock worth $887,000 after purchasing an additional 3,479 shares during the period. Sivia Capital Partners LLC raised its stake in 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 period. Finally, United Bank increased its position in shares of NextEra Energy by 2.9% in the second quarter. United Bank now owns 15,596 shares of the utilities provider’s stock worth $1,083,000 after acquiring an additional 444 shares in the last quarter. Hedge funds and other institutional investors own 78.72% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research firms have recently issued reports on NEE. Wall Street Zen lowered shares of NextEra Energy from a “hold” rating to a “sell” rating in a research report on Saturday, March 28th. UBS Group increased their price objective on shares of NextEra Energy from $91.00 to $104.00 and gave the stock a “buy” rating in a research report on Thursday, March 5th. BMO Capital Markets lowered their price target on shares of NextEra Energy from $104.00 to $102.00 and set an “outperform” rating for the company in a report on Monday, May 18th. HSBC raised their price target on shares of NextEra Energy from $103.00 to $106.00 and gave the company a “buy” rating in a report on Tuesday, April 28th. Finally, TD Cowen raised their price target on shares of NextEra Energy from $99.00 to $101.00 and gave the company a “buy” rating in a report on Monday, April 27th. One research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and four have given a Hold rating to the company. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $99.20.

Insider Transactions at NextEra Energy

In related news, Treasurer James Michael May sold 7,161 shares of NextEra Energy stock in a transaction dated Monday, March 9th. The shares were sold at an average price of $90.27, for a total value of $646,423.47. Following the sale, the treasurer directly owned 26,719 shares in the company, valued at $2,411,924.13. This trade represents a 21.14% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, EVP Nicole J. Daggs sold 4,934 shares of NextEra Energy stock in a transaction dated Friday, March 13th. The shares were sold at an average price of $93.00, for a total transaction of $458,862.00. Following the completion of the sale, the executive vice president owned 16,905 shares in the company, valued at approximately $1,572,165. This represents a 22.59% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 31,767 shares of company stock worth $2,881,077. 0.18% of the stock is currently owned by insiders.

NextEra Energy Price Performance

Shares of NEE stock opened at $86.96 on Friday. The firm has a market cap of $181.33 billion, a P/E ratio of 22.13, a P/E/G ratio of 2.55 and a beta of 0.73. 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 $66.77 and a 1-year high of $98.75. The firm has a fifty day moving average of $92.25 and a two-hundred day moving average of $88.22.

NextEra Energy (NYSE:NEE) last posted its quarterly 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 company had revenue of $6.70 billion for the quarter, compared to the consensus estimate of $7.43 billion. During the same period last year, the firm posted $0.99 EPS. The company’s revenue for the quarter was up 7.3% on a year-over-year basis. NextEra Energy has set its FY 2026 guidance at 3.920-4.02 EPS. As a group, research analysts anticipate that NextEra Energy, Inc. will post 4.01 earnings per share for the current fiscal year.

NextEra Energy Announces Dividend

The firm also recently declared 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. This represents a $2.49 dividend on an annualized basis and a dividend yield of 2.9%. The ex-dividend date is Friday, June 5th. NextEra Energy’s dividend payout ratio (DPR) is presently 63.36%.

About NextEra Energy

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.