Fideuram Intesa Sanpaolo Private Banking S.P.A. lowered its stake in NextEra Energy, Inc. (NYSE:NEE – Free Report) by 18.9% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 290,881 shares of the utilities provider’s stock after selling 67,851 shares during the period. NextEra Energy comprises 0.9% of Fideuram Intesa Sanpaolo Private Banking S.P.A.’s investment portfolio, making the stock its 21st biggest position. Fideuram Intesa Sanpaolo Private Banking S.P.A.’s holdings in NextEra Energy were worth $27,017,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
A number of other hedge funds and other institutional investors have also modified their holdings of the company. Walker Asset Management LLC lifted its stake in NextEra Energy by 2.2% during the first quarter. Walker Asset Management LLC now owns 5,010 shares of the utilities provider’s stock worth $465,000 after purchasing an additional 107 shares during the last quarter. Garrison Point Advisors LLC grew its position in NextEra Energy by 0.4% during the 4th quarter. Garrison Point Advisors LLC now owns 28,267 shares of the utilities provider’s stock worth $2,269,000 after purchasing an additional 109 shares during the last quarter. 3Chopt Investment Partners LLC increased its position in NextEra Energy by 0.8% in the 4th quarter. 3Chopt Investment Partners LLC now owns 14,105 shares of the utilities provider’s stock valued at $1,132,000 after acquiring an additional 114 shares during the period. Nemes Rush Group LLC raised its stake in shares of NextEra Energy by 5.2% during the fourth quarter. Nemes Rush Group LLC now owns 2,354 shares of the utilities provider’s stock worth $189,000 after purchasing an additional 117 shares during the last quarter. Finally, Certified Advisory Corp raised its position in NextEra Energy by 3.0% during the 1st quarter. Certified Advisory Corp now owns 4,096 shares of the utilities provider’s stock worth $380,000 after buying an additional 118 shares during the last quarter. 78.72% of the stock is currently owned by institutional investors and hedge funds.
Key Stories Impacting NextEra Energy
Here are the key news stories impacting NextEra Energy this week:
- Positive Sentiment: Analysts at Erste Group Bank raised their FY2026 and FY2027 EPS estimates for NextEra Energy, signaling slightly better earnings expectations and supporting the stock’s valuation.
- Positive Sentiment: Zacks highlighted that NextEra’s long-term power purchase agreements, renewable energy backlog, and partnerships with Google Cloud and Meta improve earnings visibility as demand for clean power rises. Article Title
- Positive Sentiment: Coverage tied NextEra to the AI infrastructure trade, arguing that its recent Dominion deal could position it as a key provider of power and infrastructure for data centers. Article Title
- Positive Sentiment: Investor-interest articles also pointed to billionaire Glenn Dubin’s Highbridge Capital naming NextEra among top stocks to buy, reinforcing the stock’s appeal to large institutional and growth-focused investors.
- Neutral Sentiment: Several articles were largely commentary pieces asking whether the market is expecting too much from the stock, suggesting debate remains over how much of the growth story is already priced in.
- Negative Sentiment: One recent market recap noted the shares had a modest pullback in the prior session, showing that short-term volatility is still present even with the longer-term bullish thesis intact.
Analyst Ratings Changes
Check Out Our Latest Stock Report on NEE
NextEra Energy Stock Up 2.2%
NextEra Energy stock opened at $88.24 on Friday. The company has a 50-day simple moving average of $89.38 and a 200-day simple moving average of $88.63. 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 has a market capitalization of $184.02 billion, a P/E ratio of 22.45, a P/E/G ratio of 2.53 and a beta of 0.67. NextEra Energy, Inc. has a one year low of $69.24 and a one year high of $98.75.
NextEra Energy (NYSE:NEE – Get Free Report) 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. The business 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 company’s revenue was up 7.3% on a year-over-year basis. During the same quarter in the prior year, the firm posted $0.99 earnings per share. NextEra Energy has set its FY 2026 guidance at 3.920-4.02 EPS. As a group, equities analysts expect that NextEra Energy, Inc. will post 4.01 earnings per share for the current year.
NextEra Energy Dividend Announcement
The business also recently disclosed a quarterly dividend, which was paid on Monday, June 15th. Stockholders of record on Friday, June 5th were paid a dividend of $0.6232 per share. The ex-dividend date of this dividend was Friday, June 5th. This represents a $2.49 annualized dividend and a dividend yield of 2.8%. NextEra Energy’s dividend payout ratio (DPR) is currently 63.36%.
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.
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