Quantinno Capital Management LP Raises Stake in NextEra Energy, Inc. $NEE

Quantinno Capital Management LP lifted its position in shares of NextEra Energy, Inc. (NYSE:NEE) by 18.8% in the 1st quarter, Holdings Channel.com reports. The firm owned 946,616 shares of the utilities provider’s stock after purchasing an additional 150,058 shares during the period. Quantinno Capital Management LP’s holdings in NextEra Energy were worth $87,922,000 as of its most recent SEC filing.

Several other large investors have also recently bought and sold shares of the business. Laurel Wealth Advisors LLC purchased a new position in NextEra Energy during the 4th quarter worth $25,000. Anfield Capital Management LLC raised its holdings in shares of NextEra Energy by 692.3% in the fourth quarter. Anfield Capital Management LLC now owns 309 shares of the utilities provider’s stock valued at $25,000 after buying an additional 270 shares during the last quarter. Wealth Watch Advisors INC boosted its stake in shares of NextEra Energy by 223.8% during the fourth quarter. Wealth Watch Advisors INC now owns 327 shares of the utilities provider’s stock worth $26,000 after buying an additional 226 shares during the period. Osbon Capital Management LLC acquired a new stake in shares of NextEra Energy during the fourth quarter worth about $27,000. Finally, Strive Asset Management LLC purchased a new position in shares of NextEra Energy during the third quarter worth about $29,000. Hedge funds and other institutional investors own 78.72% of the company’s stock.

Key Stories Impacting NextEra Energy

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

• Positive Sentiment: NextEra highlighted accelerating power demand tied to artificial intelligence and data centers, including a 35.1-gigawatt backlog and emerging data-center hubs. Management maintained its long-term earnings-growth targets, reinforcing the potential for incremental utility and renewable investment. NEE Q2 Earnings Call Highlights Power Demand Growth
• Positive Sentiment: The company’s latest quarterly results exceeded expectations: earnings were $1.15 per share versus the $1.03 consensus, while revenue reached $7.53 billion, up 12.4% year over year and above forecasts. NextEra also provided fiscal 2026 EPS guidance of $3.92 to $4.02. KeyCorp Weighs in on NextEra Energy’s Q2 Earnings
• Positive Sentiment: BMO Capital Markets raised its price target for NEE to $96 from $94 and reiterated an “outperform” rating, signaling confidence in the company’s demand outlook and earnings trajectory. BMO Raises NextEra Energy Price Target
• Neutral Sentiment: Analyst comparisons with GE Vernova frame NextEra as an owner of the power-generation assets serving the AI economy rather than an equipment supplier. The distinction supports NEE’s long-term growth case but also highlights that data-center demand must translate into actual projects and power contracts. AI Energy Bottleneck: Buy GE Vernova or NextEra Energy on AI Pivot?
• Negative Sentiment: Utilities remain highly sensitive to interest-rate expectations because of their debt needs and income-oriented valuations. Rate-related uncertainty may be offsetting the positive earnings and AI-demand news, helping explain the stock’s weaker performance despite supportive company-specific developments. NextEra Energy Firms as a Rate Decision Puts Utilities in Focus

Analysts Set New Price Targets

Several equities analysts recently issued reports on NEE shares. Evercore restated an “outperform” rating and issued a $107.00 price target on shares of NextEra Energy in a research report on Monday, May 4th. HSBC increased their price objective on NextEra Energy from $103.00 to $106.00 and gave the stock a “buy” rating in a research report on Tuesday, April 28th. DA Davidson boosted their target price on NextEra Energy from $95.00 to $105.00 and gave the company a “buy” rating in a report on Tuesday, May 5th. Morgan Stanley restated an “overweight” rating and set a $116.00 price target on shares of NextEra Energy in a research note on Wednesday, July 22nd. Finally, Barclays set a $91.00 price target on NextEra Energy and gave the stock an “equal weight” rating in a report on Tuesday, July 7th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and six have given a Hold rating to the company’s stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $99.36.

NextEra Energy Price Performance

Shares of NYSE:NEE opened at $88.80 on Tuesday. The company has a quick ratio of 0.44, a current ratio of 0.53 and a debt-to-equity ratio of 1.45. The company has a market cap of $185.18 billion, a P/E ratio of 19.96, a PEG ratio of 2.46 and a beta of 0.67. NextEra Energy, Inc. has a 52 week low of $69.24 and a 52 week high of $98.75. The company has a 50-day moving average price of $87.37 and a 200 day moving average price of $89.59.

NextEra Energy (NYSE:NEE) last announced its quarterly earnings data on Friday, July 24th. The utilities provider reported $1.15 earnings per share for the quarter, beating analysts’ consensus estimates of $1.03 by $0.12. NextEra Energy had a return on equity of 12.28% and a net margin of 32.40%.The company had revenue of $7.53 billion for the quarter, compared to analyst estimates of $7.27 billion. During the same quarter in the previous year, the company earned $1.05 EPS. The firm’s revenue for the quarter was up 12.4% compared to the same quarter last year. NextEra Energy has set its FY 2026 guidance at 3.920-4.020 EPS. Research analysts predict that NextEra Energy, Inc. will post 4 earnings per share for the current year.

NextEra Energy Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Monday, June 15th. Investors of record on Friday, June 5th were paid a $0.6232 dividend. The ex-dividend date was Friday, June 5th. This represents a $2.49 dividend on an annualized basis and a dividend yield of 2.8%. NextEra Energy’s payout ratio is 55.96%.

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.