NextEra Energy, Inc. $NEE Shares Purchased by Severin Investments LLC

Severin Investments LLC raised its stake in NextEra Energy, Inc. (NYSE:NEE) by 204.3% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 9,210 shares of the utilities provider’s stock after purchasing an additional 6,183 shares during the quarter. Severin Investments LLC’s holdings in NextEra Energy were worth $855,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently modified their holdings of the company. Norges Bank purchased a new position in NextEra Energy in the 4th quarter worth approximately $2,816,327,000. Employees Provident Fund Board purchased a new stake in shares of NextEra Energy during the fourth quarter valued at approximately $240,840,000. Pictet Asset Management Holding SA lifted its position in shares of NextEra Energy by 47.3% during the fourth quarter. Pictet Asset Management Holding SA now owns 9,254,022 shares of the utilities provider’s stock worth $742,913,000 after purchasing an additional 2,972,924 shares in the last quarter. Danica Pension Livsforsikringsaktieselskab acquired a new position in shares of NextEra Energy during the third quarter worth $177,198,000. Finally, Vanguard Group Inc. boosted its stake in shares of NextEra Energy by 1.0% in the fourth quarter. Vanguard Group Inc. now owns 216,033,697 shares of the utilities provider’s stock valued at $17,343,185,000 after purchasing an additional 2,234,176 shares during the period. Institutional investors and hedge funds own 78.72% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities research analysts recently weighed in on the stock. JPMorgan Chase & Co. raised their price target on shares of NextEra Energy from $100.00 to $105.00 and gave the company an “overweight” rating in a report on Wednesday, May 13th. Wall Street Zen upgraded shares of NextEra Energy from a “sell” rating to a “hold” rating in a report on Saturday, June 20th. TD Cowen upped their price objective on shares of NextEra Energy from $99.00 to $101.00 and gave the company a “buy” rating in a research report on Monday, April 27th. Sanford C. Bernstein set a $107.00 target price on NextEra Energy and gave the company an “outperform” rating in a research note on Tuesday, June 16th. Finally, Scotiabank lifted their target price 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. Two research analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and five have given a Hold rating to the stock. Based on data from MarketBeat.com, NextEra Energy presently has a consensus rating of “Moderate Buy” and an average price target of $99.86.

NextEra Energy Trading Down 1.1%

NextEra Energy stock opened at $87.72 on Wednesday. The company has a debt-to-equity ratio of 1.41, a quick ratio of 0.44 and a current ratio of 0.54. The firm’s 50-day moving average is $89.54 and its 200-day moving average is $88.55. NextEra Energy, Inc. has a 1 year low of $67.54 and a 1 year high of $98.75. The company has a market cap of $182.93 billion, a P/E ratio of 22.32, a PEG ratio of 2.60 and a beta of 0.68.

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

NextEra Energy Announces Dividend

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

NextEra Energy News Summary

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

• Positive Sentiment: NextEra is being viewed as a potential beneficiary of rising AI electricity demand, with coverage suggesting its scale in clean power generation could make it a key supplier as data centers need more uninterrupted power. Why Is NextEra Energy (NYSE:NEE) Linked to S&P 500 AI Demand?
• Positive Sentiment: Articles also emphasize NextEra’s clean-power leadership, which could support longer-term growth if utilities and hyperscale tech customers keep prioritizing low-carbon electricity. NextEra Energy Inc (NYSE:NEE) Leads Clean Power Focus
• Positive Sentiment: Analysts are still expecting modest earnings growth into the company’s upcoming quarterly report, which keeps the near-term earnings setup constructive if NextEra can meet expectations. Earnings Preview: What To Expect From NextEra Energy’s Report
• Neutral Sentiment: Several pieces compare NextEra with other utilities such as FirstEnergy, mainly focusing on relative value rather than a major new catalyst, so these stories are more about investor positioning than a clear stock-moving event. FE or NEE: Which Is the Better Value Stock Right Now?
• Neutral Sentiment: Coverage about NextEra facing a “power demand test” underscores that investors are watching whether AI-related electricity growth translates into durable earnings, but it does not point to a specific near-term change in fundamentals. NextEra Energy (NYSE:NEE) Faces A Power Demand Test
• Negative Sentiment: Regulatory scrutiny is a key overhang: a U.S. senator has asked regulators to reject NextEra’s roughly $66.8 billion Dominion acquisition, warning it could concentrate too much power in one company. That raises deal-risk and potential delay risk for the stock. US senator asks regulator to reject giant NextEra-Dominion power deal, filing
• Negative Sentiment: One analyst comparison noted that other clean-energy names may offer more upside than NEE, suggesting some investors may see NextEra as less attractive on a valuation basis after its recent run. NextEra’s Dominion Deal Could Put It at the Center of the AI Power Race

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.