Nordea Investment Management AB decreased its position in shares of NextEra Energy, Inc. (NYSE:NEE – Free Report) by 10.9% during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 5,763,447 shares of the utilities provider’s stock after selling 705,496 shares during the period. Nordea Investment Management AB owned approximately 0.28% of NextEra Energy worth $463,554,000 as of its most recent filing with the Securities & Exchange Commission.
Several other institutional investors have also recently made changes to their positions in the company. Wedbush Securities Inc. boosted its position in shares of NextEra Energy by 24.8% during the third quarter. Wedbush Securities Inc. now owns 64,158 shares of the utilities provider’s stock valued at $4,843,000 after buying an additional 12,738 shares during the period. Varma Mutual Pension Insurance Co raised its holdings in shares of NextEra Energy by 5.0% in the third quarter. Varma Mutual Pension Insurance Co now owns 326,193 shares of the utilities provider’s stock worth $24,624,000 after buying an additional 15,600 shares during the period. National Pension Service lifted its stake in shares of NextEra Energy by 1.3% during the 3rd quarter. National Pension Service now owns 4,845,447 shares of the utilities provider’s stock worth $365,783,000 after acquiring an additional 60,324 shares during the last quarter. Synergy Asset Management LLC lifted its stake in shares of NextEra Energy by 286.0% during the 3rd quarter. Synergy Asset Management LLC now owns 22,028 shares of the utilities provider’s stock worth $1,594,000 after acquiring an additional 16,322 shares during the last quarter. Finally, Y Intercept Hong Kong Ltd boosted its holdings in NextEra Energy by 61.8% during the 3rd quarter. Y Intercept Hong Kong Ltd now owns 60,985 shares of the utilities provider’s stock valued at $4,604,000 after acquiring an additional 23,288 shares during the period. Institutional investors own 78.72% of the company’s stock.
More NextEra Energy News
Here are the key news stories impacting NextEra Energy this week:
- Positive Sentiment: Federal approval for up to 10 GW of natural‑gas generation in Texas and Pennsylvania — this is a large, near‑term capacity build that supports revenue growth, project backlog and visibility for regulated and merchant earnings; market headlines around the approval drove buying interest earlier in the session. Trump approves up to 10 GW of NextEra gas power projects in Texas
- Positive Sentiment: Company press release confirming presidential approval and positioning the projects within a broader U.S. trade framework — reinforces execution pathway and gives management a clearer funding/use case for new builds. NextEra Energy receives approval from President Donald J. Trump to develop up to 10 GW…
- Neutral Sentiment: Coverage in utilities/ETF stories highlights NextEra as a core utility/clean‑energy holding — good for longer‑term demand from income and ESG investors but unlikely to move the stock materially on its own. Forget Savings Accounts and Buy These 2 Utility ETFs Instead
- Negative Sentiment: Planned $2 billion equity units offering to fund projects — raises near‑term dilution and supply concerns that can pressure the share price even if proceeds finance growth. The financing context likely offset some of the positive reaction to the project approval. NextEra Energy, Inc. (NEE) Plans to Sell $2 billion in Equity Units to Fund Energy Projects
- Negative Sentiment: Despite the approval headlines, heavy intraday selling drove the stock lower on the session reported — volume was well above average, suggesting profit‑taking or positioning changes by institutional holders after the initial rally. (Market data: volume ~21M vs avg ~9.9M.)
NextEra Energy Trading Down 3.0%
NextEra Energy (NYSE:NEE – Get Free Report) last issued its earnings results on Tuesday, January 27th. The utilities provider reported $0.54 earnings per share for the quarter, topping the consensus estimate of $0.53 by $0.01. NextEra Energy had a return on equity of 12.18% and a net margin of 24.93%.The business had revenue of $6.50 billion during the quarter, compared to analysts’ expectations of $7.07 billion. During the same period in the prior year, the business earned $0.53 EPS. The business’s revenue for the quarter was up 20.7% compared to the same quarter last year. Analysts expect that NextEra Energy, Inc. will post 3.68 earnings per share for the current fiscal year.
NextEra Energy Increases Dividend
The firm also recently disclosed a quarterly dividend, which was paid on Monday, March 16th. Investors of record on Friday, February 27th were paid a $0.6232 dividend. This represents a $2.49 dividend on an annualized basis and a yield of 2.8%. This is a boost from NextEra Energy’s previous quarterly dividend of $0.57. The ex-dividend date of this dividend was Friday, February 27th. NextEra Energy’s payout ratio is currently 75.68%.
Wall Street Analyst Weigh In
Several equities analysts have commented on NEE shares. UBS Group upped their price objective on NextEra Energy from $91.00 to $104.00 and gave the company a “buy” rating in a research report on Thursday, March 5th. The Goldman Sachs Group lifted their target price on NextEra Energy from $94.00 to $98.00 and gave the stock a “buy” rating in a research report on Wednesday, January 28th. Jefferies Financial Group set a $87.00 target price on shares of NextEra Energy in a research note on Wednesday, January 14th. Wells Fargo & Company raised their price target on shares of NextEra Energy from $97.00 to $98.00 and gave the stock an “overweight” rating in a research note on Tuesday, January 20th. Finally, HSBC lifted their price objective on shares of NextEra Energy from $96.00 to $103.00 and gave the company a “buy” rating in a report on Monday, February 23rd. Two investment analysts have rated the stock with a Strong Buy rating, thirteen have given a Buy rating and four have assigned a Hold rating to the company. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $94.44.
View Our Latest Report on NextEra Energy
Insider Activity at NextEra Energy
In other NextEra Energy news, EVP Ronald R. Reagan sold 18,620 shares of the firm’s stock in a transaction dated Wednesday, February 4th. The shares were sold at an average price of $90.00, for a total transaction of $1,675,800.00. Following the transaction, the executive vice president owned 9,643 shares of the company’s stock, valued at approximately $867,870. This trade represents a 65.88% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, EVP Charles E. Sieving sold 30,000 shares of the business’s stock in a transaction dated Wednesday, February 4th. The shares were sold at an average price of $90.00, for a total transaction of $2,700,000.00. Following the completion of 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 position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 190,816 shares of company stock worth $17,075,619 over the last quarter. Corporate insiders own 0.20% of the company’s stock.
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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