Wealthquest Corp Makes New Investment in NextEra Energy, Inc. $NEE

Wealthquest Corp acquired a new position in NextEra Energy, Inc. (NYSE:NEE) in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 7,651 shares of the utilities provider’s stock, valued at approximately $614,000.

Other large investors have also recently bought and sold shares of the company. Anfield Capital Management LLC raised its position 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 acquiring an additional 270 shares in the last quarter. Laurel Wealth Advisors LLC purchased a new position in NextEra Energy in the fourth quarter worth $25,000. Quest 10 Wealth Builders Inc. raised its position in NextEra Energy by 135.4% in the fourth quarter. Quest 10 Wealth Builders Inc. now owns 379 shares of the utilities provider’s stock worth $30,000 after acquiring an additional 218 shares in the last quarter. Strive Asset Management LLC purchased a new position in NextEra Energy in the third quarter worth $29,000. Finally, Joseph Group Capital Management purchased a new position in NextEra Energy in the fourth quarter worth $32,000. Hedge funds and other institutional investors own 78.72% of the company’s stock.

Key NextEra Energy News

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

• Positive Sentiment: NextEra agreed to acquire Dominion Energy in a large all-stock deal, creating a much bigger regulated utility platform and giving NEE deeper exposure to Virginia’s fast-growing data center power market. The market appears to be focusing on the potential for stronger scale, more stable cash flow, and AI-related electricity demand. NextEra Discusses $116 Billion Dominion Deal In Record Power Sector Push
• Positive Sentiment: The Dominion transaction is being described as one of the biggest deals in U.S. power history, with projections for strong earnings growth over time and significant strategic benefits from the AI/data-center buildout. Dominion Energy Agrees to Acquisition by NextEra Energy
• Positive Sentiment: NextEra also broadened its energy mix with a reported $1.3 billion Caliber Resource Partners acquisition and a shale joint venture, which could add another growth avenue beyond utilities and renewables. NextEra Energy Broadens Energy Mix With US$1.3b Caliber Acquisition
• Neutral Sentiment: The board declared a quarterly dividend of $0.6232 per share, reinforcing NextEra’s income appeal for investors, though the announcement itself is unlikely to be a major near-term catalyst. NextEra Energy board declares quarterly dividend
• Neutral Sentiment: The stock is also being discussed in broader market coverage of the power sector and AI-driven electricity demand, which supports the investment thesis but does not add a new company-specific catalyst by itself. The Week in Numbers: SpaceX’s IPO plans, Samsung settles dispute

NextEra Energy Trading Up 0.1%

NYSE:NEE opened at $88.61 on Monday. The company has a market capitalization of $184.78 billion, a PE ratio of 22.55, a price-to-earnings-growth ratio of 2.60 and a beta of 0.73. The company has a quick ratio of 0.44, a current ratio of 0.54 and a debt-to-equity ratio of 1.41. NextEra Energy, Inc. has a 52-week low of $65.97 and a 52-week high of $98.75. The stock has a fifty day simple moving average of $92.71 and a 200-day simple moving average of $88.07.

NextEra Energy (NYSE:NEE) last released its quarterly earnings results on Thursday, April 23rd. The utilities provider reported $1.09 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.03 by $0.06. The business had revenue of $6.70 billion during the quarter, compared to the consensus estimate 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% on a year-over-year basis. During the same quarter in the previous year, the company posted $0.99 EPS. NextEra Energy has set its FY 2026 guidance at 3.920-4.02 EPS. On average, equities research analysts expect that NextEra Energy, Inc. will post 4.01 earnings per share for the current fiscal year.

NextEra Energy Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Monday, June 15th. Stockholders of record on Friday, June 5th will be paid 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 is Friday, June 5th. NextEra Energy’s payout ratio is 63.36%.

Wall Street Analyst Weigh In

Several research analysts have issued reports on the company. DA Davidson increased their price objective on NextEra Energy from $95.00 to $105.00 and gave the stock a “buy” rating in a research report on Tuesday, May 5th. JPMorgan Chase & Co. increased their price objective on NextEra Energy from $100.00 to $105.00 and gave the stock an “overweight” rating in a research report on Wednesday, May 13th. Weiss Ratings upgraded NextEra Energy from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Monday, April 27th. Wells Fargo & Company set a $102.00 price target on NextEra Energy and gave the stock an “overweight” rating in a research note on Friday, April 24th. Finally, UBS Group lifted their price target on NextEra Energy from $91.00 to $104.00 and gave the stock a “buy” rating in a research note on Thursday, March 5th. One analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating and four have issued a Hold rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $99.15.

Insider Transactions at NextEra Energy

In other news, Treasurer James Michael May sold 7,161 shares of NextEra Energy stock in a transaction on Monday, March 9th. The stock was sold at an average price of $90.27, for a total transaction of $646,423.47. Following the completion of the transaction, the treasurer owned 26,719 shares of the company’s stock, valued at $2,411,924.13. The trade was a 21.14% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink. Also, EVP Terrell Kirk Crews II sold 19,672 shares of NextEra Energy stock in a transaction dated Monday, March 9th. The stock was sold at an average price of $90.27, for a total value of $1,775,791.44. Following the sale, the executive vice president owned 73,857 shares of the company’s stock, valued at approximately $6,667,071.39. This represents a 21.03% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 31,767 shares of company stock valued at $2,881,077 in the last 90 days. 0.18% of the stock is currently owned by insiders.

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.