Ritholtz Wealth Management Has $4.62 Million Stock Holdings in NextEra Energy, Inc. $NEE

Ritholtz Wealth Management lifted its stake in shares of NextEra Energy, Inc. (NYSE:NEE) by 16.4% in the first quarter, Holdings Channel.com reports. The fund owned 49,701 shares of the utilities provider’s stock after acquiring an additional 7,011 shares during the quarter. Ritholtz Wealth Management’s holdings in NextEra Energy were worth $4,616,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Vanguard Group Inc. lifted its position in shares of NextEra Energy by 1.0% in the 4th quarter. Vanguard Group Inc. now owns 216,033,697 shares of the utilities provider’s stock worth $17,343,185,000 after purchasing an additional 2,234,176 shares during the period. Geode Capital Management LLC boosted its stake in shares of NextEra Energy by 2.1% in the 4th quarter. Geode Capital Management LLC now owns 47,272,019 shares of the utilities provider’s stock valued at $3,781,790,000 after purchasing an additional 966,152 shares during the last quarter. Norges Bank acquired a new stake in shares of NextEra Energy during the fourth quarter worth $2,816,327,000. Price T Rowe Associates Inc. MD increased its position in shares of NextEra Energy by 6.6% during the fourth quarter. Price T Rowe Associates Inc. MD now owns 18,365,788 shares of the utilities provider’s stock worth $1,474,407,000 after buying an additional 1,136,074 shares during the period. Finally, Deutsche Bank AG raised its stake in NextEra Energy by 2.9% during the fourth quarter. Deutsche Bank AG now owns 17,281,357 shares of the utilities provider’s stock worth $1,387,347,000 after buying an additional 485,854 shares during the last quarter. 78.72% of the stock is owned by institutional investors and hedge funds.

NextEra Energy Trading Up 0.1%

NYSE:NEE opened at $87.68 on Friday. The company has a current ratio of 0.54, a quick ratio of 0.44 and a debt-to-equity ratio of 1.41. The stock has a market capitalization of $182.83 billion, a price-to-earnings ratio of 22.31, a PEG ratio of 2.57 and a beta of 0.68. The firm has a fifty day simple moving average of $89.74 and a two-hundred day simple moving average of $88.38. NextEra Energy, Inc. has a 12 month low of $67.20 and a 12 month high of $98.75.

NextEra Energy (NYSE:NEE) last announced its quarterly earnings data on Thursday, April 23rd. The utilities provider reported $1.09 earnings per share for the quarter, beating the consensus estimate 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 for the quarter, compared to analyst estimates of $7.43 billion. The business’s quarterly revenue was up 7.3% compared to the same quarter last year. During the same quarter in the prior year, the business earned $0.99 earnings per share. NextEra Energy has set its FY 2026 guidance at 3.920-4.02 EPS. Analysts expect that NextEra Energy, Inc. will post 4.01 EPS for the current fiscal year.

NextEra Energy Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Monday, June 15th. Investors of record on Friday, June 5th were given a $0.6232 dividend. This represents a $2.49 dividend on an annualized basis and a yield of 2.8%. The ex-dividend date of this dividend was Friday, June 5th. NextEra Energy’s payout ratio is presently 63.36%.

NextEra Energy News Roundup

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

• Positive Sentiment: Morgan Stanley raised its price target on NextEra Energy to $117 from $111 and reiterated an overweight rating, signaling continued upside potential and supporting bullish sentiment. Morgan Stanley price target update
• Positive Sentiment: Analysts and market commentary highlighted NextEra’s large capital plan through 2030, including investments in Florida Power & Light, renewables, and storage, which could drive steady long-term earnings growth. Strategic investments article
• Positive Sentiment: Several articles tied NextEra to rising AI electricity demand, which reinforces the company’s role as a potential beneficiary of higher power needs from data centers and related infrastructure. AI boom energy trade article
• Neutral Sentiment: Recent coverage also focused on whether the stock still offers value after its strong one-year rally, suggesting investors are weighing growth prospects against a less attractive valuation. Valuation article
• Neutral Sentiment: Erste Group Bank AG downgraded NextEra Energy from buy to hold, which could temper enthusiasm, but the move does not indicate a bearish stance. Downgrade reference
• Neutral Sentiment: Investor interest remains elevated, and recent commentary noted the stock has been active despite broader market weakness. Recent stock movement article

Wall Street Analyst Weigh In

NEE has been the topic of several recent analyst reports. BMO Capital Markets dropped their target price on shares of NextEra Energy from $104.00 to $102.00 and set an “outperform” rating on the stock in a report on Monday, May 18th. Scotiabank lifted their price objective on NextEra Energy from $102.00 to $110.00 and gave the stock a “sector perform” rating in a research report on Friday, April 24th. Mizuho boosted their price objective on NextEra Energy from $90.00 to $95.00 and gave the company a “neutral” rating in a research note on Wednesday, April 15th. BTIG Research reaffirmed a “buy” rating and set a $112.00 target price on shares of NextEra Energy in a research note on Friday, April 24th. Finally, TD Cowen raised their target price on NextEra Energy from $99.00 to $101.00 and gave the stock a “buy” rating in a research note on Monday, April 27th. Two investment analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and five have given a Hold rating to the company’s stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $99.86.

NextEra Energy 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.