NextEra Energy, Inc. $NEE is Opal Capital LLC’s 6th Largest Position

Opal Capital LLC lowered its stake in NextEra Energy, Inc. (NYSE:NEE) by 8.0% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 125,057 shares of the utilities provider’s stock after selling 10,919 shares during the period. NextEra Energy accounts for approximately 2.1% of Opal Capital LLC’s holdings, making the stock its 6th biggest holding. Opal Capital LLC’s holdings in NextEra Energy were worth $11,615,000 as of its most recent SEC filing.

Other institutional investors have also added to or reduced their stakes in the company. Laurel Wealth Advisors LLC purchased a new position in shares of NextEra Energy during the fourth quarter valued at about $25,000. Anfield Capital Management LLC lifted its holdings in NextEra Energy by 692.3% in the fourth quarter. Anfield Capital Management LLC now owns 309 shares of the utilities provider’s stock worth $25,000 after buying an additional 270 shares during the period. Wealth Watch Advisors INC lifted its holdings in NextEra Energy by 223.8% in 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 bought a new stake in NextEra Energy during the 4th quarter valued at approximately $27,000. Finally, Strive Asset Management LLC purchased a new position in shares of NextEra Energy during the 3rd quarter worth approximately $29,000. 78.72% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

Several research analysts have recently issued reports on NEE shares. Bank of America decreased their target price on NextEra Energy from $95.00 to $93.00 and set a “neutral” rating for the company in a research report on Monday, July 13th. TD Cowen upped their price target on NextEra Energy from $99.00 to $101.00 and gave the stock a “buy” rating in a research note on Monday, April 27th. Wells Fargo & Company set a $102.00 price objective on NextEra Energy and gave the company an “overweight” rating in a research report on Friday, April 24th. Scotiabank upped their target price on shares of NextEra Energy from $102.00 to $110.00 and gave the stock a “sector perform” rating in a research report on Friday, April 24th. Finally, JPMorgan Chase & Co. increased their price target on shares of NextEra Energy from $100.00 to $105.00 and gave the stock an “overweight” rating in a research note on Wednesday, May 13th. One analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and six have given a Hold rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $99.36.

NextEra Energy Stock Up 0.6%

NextEra Energy stock opened at $89.35 on Wednesday. The firm has a market cap of $186.33 billion, a price-to-earnings ratio of 20.08, a PEG ratio of 2.44 and a beta of 0.67. The company has a current ratio of 0.53, a quick ratio of 0.44 and a debt-to-equity ratio of 1.45. NextEra Energy, Inc. has a 12 month low of $69.24 and a 12 month high of $98.75. The stock has a fifty day simple moving average of $87.36 and a two-hundred day simple moving average of $89.67.

NextEra Energy (NYSE:NEE) last announced its quarterly earnings results on Friday, July 24th. The utilities provider reported $1.15 EPS for the quarter, topping analysts’ consensus estimates of $1.11 by $0.04. NextEra Energy had a net margin of 32.40% and a return on equity of 12.28%. The firm had revenue of $7.53 billion during the quarter, compared to analyst estimates of $8.11 billion. During the same period in the previous year, the business posted $1.05 earnings per share. The business’s revenue for the quarter was up 12.4% on a year-over-year basis. NextEra Energy has set its FY 2026 guidance at 3.920-4.020 EPS. Equities analysts predict that NextEra Energy, Inc. will post 4 EPS for the current fiscal year.

NextEra Energy Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Monday, June 15th. Stockholders of record on Friday, June 5th were issued a dividend of $0.6232 per share. This represents a $2.49 annualized dividend and a dividend yield of 2.8%. The ex-dividend date of this dividend was Friday, June 5th. NextEra Energy’s dividend payout ratio is presently 55.96%.

More NextEra Energy News

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

• Positive Sentiment: NextEra’s second-quarter results exceeded expectations, with adjusted EPS of $1.15 versus the $1.03 consensus estimate and revenue of $7.53 billion, up 12.4% year over year. The company maintained its fiscal 2026 EPS outlook of $3.92 to $4.02, reinforcing confidence in its earnings trajectory.
• Positive Sentiment: Management highlighted surging electricity demand, a 35.1-gigawatt backlog and growing data-center hubs. These trends position NextEra as a major utility beneficiary of artificial-intelligence and hyperscale data-center expansion while leaving its long-term earnings-growth targets intact. NEE Q2 Earnings Call Highlights Power Demand Growth
• Positive Sentiment: Investor commentary increasingly frames NextEra as one of the utility sector’s leading AI-power investments. Unlike equipment suppliers, NextEra owns and develops the generation capacity that can serve new data-center demand, potentially providing long-term contracted growth. NextEra Energy Is Becoming the Utility Sector’s Biggest AI Power Bet
• Positive Sentiment: BMO Capital raised its price target from $94 to $96 and reiterated an “Outperform” rating, signaling additional potential upside based on the company’s earnings and demand outlook.
• Neutral Sentiment: Heavy searches for NEE on Zacks indicate elevated investor attention, but search activity alone does not establish a change in fundamentals or valuation. Investors Heavily Search NextEra Energy
• Negative Sentiment: As a capital-intensive utility, NextEra remains exposed to interest-rate movements, financing costs and execution risks associated with expanding generation and transmission capacity. Its premium valuation could also limit gains if AI-related growth expectations are not realized.

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.