CIBC Private Wealth Group LLC Buys 141,081 Shares of NextEra Energy, Inc. $NEE

CIBC Private Wealth Group LLC boosted its stake in shares of NextEra Energy, Inc. (NYSE:NEE) by 1.9% in the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 7,585,666 shares of the utilities provider’s stock after acquiring an additional 141,081 shares during the period. NextEra Energy accounts for 1.0% of CIBC Private Wealth Group LLC’s portfolio, making the stock its 15th largest holding. CIBC Private Wealth Group LLC’s holdings in NextEra Energy were worth $572,642,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds also recently bought and sold shares of the stock. Goodman Advisory Group LLC bought a new position in shares of NextEra Energy during the 2nd quarter valued at about $25,000. Tripletail Wealth Management LLC bought a new stake in shares of NextEra Energy in the third quarter worth about $25,000. Strive Asset Management LLC bought a new stake in shares of NextEra Energy in the third quarter worth about $29,000. Howard Hughes Medical Institute purchased a new stake in shares of NextEra Energy in the second quarter worth about $31,000. Finally, Rexford Capital Inc. purchased a new stake in shares of NextEra Energy in the second quarter worth about $34,000. 78.72% of the stock is currently owned by institutional investors.

NextEra Energy Trading Down 0.3%

Shares of NYSE NEE opened at $92.55 on Wednesday. NextEra Energy, Inc. has a 1-year low of $61.72 and a 1-year high of $95.91. The company has a debt-to-equity ratio of 1.35, a current ratio of 0.60 and a quick ratio of 0.49. The business’s 50 day moving average is $88.88 and its two-hundred day moving average is $83.24. The stock has a market capitalization of $192.83 billion, a P/E ratio of 28.13 and a beta of 0.76.

NextEra Energy (NYSE:NEE) last posted its quarterly earnings data on Tuesday, January 27th. The utilities provider reported $0.54 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.53 by $0.01. The business had revenue of $6.50 billion during the quarter, compared to analyst estimates of $7.07 billion. NextEra Energy had a return on equity of 12.18% and a net margin of 24.93%.The company’s revenue for the quarter was up 20.7% on a year-over-year basis. During the same period last year, the company earned $0.53 EPS. As a group, research analysts expect that NextEra Energy, Inc. will post 3.68 EPS for the current year.

NextEra Energy Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Monday, March 16th. Investors of record on Friday, February 27th were given a $0.6232 dividend. This is a boost from NextEra Energy’s previous quarterly dividend of $0.57. This represents a $2.49 dividend on an annualized basis and a yield of 2.7%. The ex-dividend date was Friday, February 27th. NextEra Energy’s dividend payout ratio is 75.68%.

Insider Activity at NextEra Energy

In other news, EVP Charles E. Sieving sold 30,000 shares of the stock in a transaction on Wednesday, February 4th. The shares were sold at an average price of $90.00, for a total value of $2,700,000.00. Following the sale, the executive vice president owned 167,481 shares of the company’s stock, valued at approximately $15,073,290. This represents a 15.19% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, EVP Ronald R. Reagan sold 18,620 shares of the firm’s stock in a transaction dated Wednesday, February 4th. The stock was sold at an average price of $90.00, for a total transaction of $1,675,800.00. Following the completion of the sale, the executive vice president owned 9,643 shares of the company’s stock, valued at $867,870. This trade represents a 65.88% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 190,816 shares of company stock valued at $17,075,619 over the last three months. Corporate insiders own 0.18% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities analysts have weighed in on the company. BTIG Research restated a “buy” rating and set a $103.00 price target on shares of NextEra Energy in a report on Wednesday, January 28th. Barclays upped their price objective on NextEra Energy from $84.00 to $85.00 and gave the stock an “equal weight” rating in a report on Thursday, January 15th. The Goldman Sachs Group increased their target price on NextEra Energy from $94.00 to $98.00 and gave the company a “buy” rating in a research report on Wednesday, January 28th. Mizuho set a $90.00 target price on shares of NextEra Energy and gave the company a “neutral” rating in a report on Wednesday, January 28th. Finally, Wall Street Zen raised shares of NextEra Energy from a “sell” rating to a “hold” rating in a research note on Saturday, February 28th. Two investment analysts have rated the stock with a Strong Buy rating, fourteen have given a Buy rating and four have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $94.16.

Key NextEra Energy News

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

• Positive Sentiment: Company plans major capacity build to serve data centers — management announced a target to add 15–30 GW of U.S. power generation capacity by 2035, signaling a sizable growth runway tied to hyperscaler/data‑center demand. NextEra Energy (NEE) Aims for Power Generation Capacity Expansion
• Positive Sentiment: Longer-term growth outlook reinforced — investor pieces highlight NextEra as a multi‑year compounder and cite management guidance for roughly an 8%+ CAGR over the next several years, supporting the case for steady earnings and project-driven expansion. 2 Monster Stocks to Hold for the Next 10 Years
• Positive Sentiment: Strong recent performance and momentum — coverage notes NEE has significantly outperformed utilities and the S&P over the last year (~+28.7%), reflecting investor appetite for clean‑energy exposure and rate‑cut tailwinds. NextEra Surges Past Industry Over a Year: How to Play the Stock?
• Positive Sentiment: Dividend increased — the quarterly payout was raised (most recent payment implied a $2.49 annualized payout), which supports income investors and signals confidence in cash flow. (Reported in recent company/MarketBeat disclosures.)
• Neutral Sentiment: Analyst mix is broadly constructive but varied — several firms have buy/hold ratings and the consensus is a “Moderate Buy” with an average target near the low‑$90s; that implies limited upside from current levels absent stronger near‑term beats or guidance.
• Neutral Sentiment: Peer comparison / sector story — coverage comparing NextEra to peers (e.g., Constellation) highlights the data‑center demand story as a sector theme; useful for positioning but not an immediate stock catalyst. Better Utility Stock: Constellation Energy vs. NextEra Energy
• Negative Sentiment: Insider selling — EVP Nicole Daggs disclosed a sale of 4,934 shares (SEC filing), which can be interpreted as a near‑term negative signal for some investors even though insiders sell for many reasons. SEC Form 4 — Nicole J. Daggs
• Negative Sentiment: Recent quarterly revenue shortfall and a high payout ratio — last reported quarter beat EPS but missed revenue vs. estimates and the payout ratio is elevated (~75.7%), which raises sensitivity to cash‑flow volatility for investors focused on dividend sustainability.

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.