Mccarter Private Wealth Services LLC Acquires New Stake in NextEra Energy, Inc. $NEE

Mccarter Private Wealth Services LLC bought a new position in NextEra Energy, Inc. (NYSE:NEE) in the fourth quarter, Holdings Channel reports. The institutional investor bought 7,770 shares of the utilities provider’s stock, valued at approximately $624,000.

A number of other hedge funds and other institutional investors have also modified their holdings of the stock. Bank of New York Mellon Corp increased its stake in shares of NextEra Energy by 0.5% in the 4th quarter. Bank of New York Mellon Corp now owns 13,443,132 shares of the utilities provider’s stock worth $1,079,215,000 after acquiring an additional 66,557 shares during the last quarter. Capital Innovations LLC acquired a new stake in shares of NextEra Energy in the 4th quarter worth $19,299,000. Moment Partners LLC acquired a new stake in shares of NextEra Energy in the 4th quarter worth $203,000. Kesler Norman & Wride LLC increased its stake in shares of NextEra Energy by 0.5% in the 4th quarter. Kesler Norman & Wride LLC now owns 76,773 shares of the utilities provider’s stock worth $6,163,000 after acquiring an additional 367 shares during the last quarter. Finally, SCP Investment LP increased its stake in shares of NextEra Energy by 16.1% in the 4th quarter. SCP Investment LP now owns 21,600 shares of the utilities provider’s stock worth $1,734,000 after acquiring an additional 3,000 shares during the last quarter. 78.72% of the stock is owned by institutional investors and hedge funds.

NextEra Energy News Summary

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

• Positive Sentiment: Florida Power & Light said it is prepared for hurricane season and urged customers to get ready, reinforcing the utility’s operational readiness and grid resilience. Hurricane season begins: FPL is ready and urges customers to prepare
• Positive Sentiment: FPL issued major first mortgage bonds, which should support liquidity and help fund capital needs, signaling continued access to the debt market for NextEra Energy’s regulated utility business. NextEra Energy Bolsters FPL with Major Bond Issuance
• Neutral Sentiment: One market commentary pointed to utilities as a potentially attractive sector relative to Big Tech, but this was a broad sector call rather than a direct catalyst for NEE. Beyond the AI Boom: 3 Forgotten Sectors to Buy Amid Historic Market Disconnect
• Neutral Sentiment: Recent valuation-focused analysis says NEE’s short-term momentum has weakened and investors are questioning whether the pullback has created an opportunity or reflects a more limited upside profile. Assessing NextEra Energy (NEE) Valuation After Recent Share Price Weakness And Mixed Return Signals
• Negative Sentiment: Multiple articles noted that NEE has been declining while the broader market improved, underscoring relative underperformance and weaker investor sentiment toward the stock. NextEra Energy (NEE) Stock Declines While Market Improves: Some Information for Investors
• Negative Sentiment: A bearish industry piece argued that rising Treasury yields are making utility dividends less attractive, pressuring regulated power names like NEE as investors rotate away from defensive “bond proxy” stocks. From Bond Proxy to Battleground: Why Utilities Are the Worst Hiding Spot in 2026

Insider Transactions at NextEra Energy

In other news, Treasurer James Michael May sold 7,161 shares of the 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 completion of the transaction, the treasurer directly owned 26,719 shares in the company, valued at approximately $2,411,924.13. This represents a 21.14% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, EVP Terrell Kirk Crews II sold 19,672 shares of the firm’s stock in a transaction dated 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 transaction, the executive vice president owned 73,857 shares of the company’s stock, valued at $6,667,071.39. This trade represents a 21.03% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 31,767 shares of company stock worth $2,881,077. 0.18% of the stock is currently owned by company insiders.

Analyst Ratings Changes

NEE has been the subject of a number of recent research reports. UBS Group raised their target price on NextEra Energy from $91.00 to $104.00 and gave the stock a “buy” rating in a research note on Thursday, March 5th. Wall Street Zen downgraded NextEra Energy from a “hold” rating to a “sell” rating in a research note on Saturday, March 28th. Evercore reaffirmed an “outperform” rating and issued a $107.00 target price on shares of NextEra Energy in a research note on Monday, May 4th. HSBC raised their target price on NextEra Energy from $103.00 to $106.00 and gave the stock a “buy” rating in a research note on Tuesday, April 28th. Finally, DA Davidson raised their target price on NextEra Energy from $95.00 to $105.00 and gave the stock a “buy” rating in a research note on Tuesday, May 5th. One 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 data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $99.20.

NextEra Energy Stock Performance

NYSE NEE opened at $85.50 on Wednesday. The stock has a market cap of $178.30 billion, a PE ratio of 21.76, a P/E/G ratio of 2.45 and a beta of 0.68. The company has a current ratio of 0.54, a quick ratio of 0.44 and a debt-to-equity ratio of 1.41. NextEra Energy, Inc. has a twelve month low of $67.20 and a twelve month high of $98.75. The stock has a fifty day simple moving average of $92.08 and a 200-day simple moving average of $88.23.

NextEra Energy (NYSE:NEE) last released its quarterly earnings results on Thursday, April 23rd. The utilities provider reported $1.09 earnings per share for the quarter, topping analysts’ consensus estimates of $1.03 by $0.06. The business had revenue of $6.70 billion during the quarter, compared to analysts’ expectations of $7.43 billion. NextEra Energy had a return on equity of 12.25% and a net margin of 29.36%.The company’s revenue was up 7.3% compared to the same quarter last year. During the same period in the prior year, the business posted $0.99 EPS. NextEra Energy has set its FY 2026 guidance at 3.920-4.02 EPS. Equities analysts anticipate that NextEra Energy, Inc. will post 4.01 earnings per share for the current 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 issued a dividend of $0.6232 per share. The ex-dividend date is Friday, June 5th. This represents a $2.49 dividend on an annualized basis and a dividend yield of 2.9%. NextEra Energy’s dividend payout ratio is currently 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.