Handelsbanken Fonder AB Lowers Stock Holdings in NextEra Energy, Inc. $NEE

Handelsbanken Fonder AB lessened its stake in NextEra Energy, Inc. (NYSE:NEE) by 11.6% during the 2nd quarter, HoldingsChannel.com reports. The fund owned 122,838 shares of the utilities provider’s stock after selling 16,131 shares during the period. Handelsbanken Fonder AB’s holdings in NextEra Energy were worth $10,781,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in NEE. Brighton Jones LLC grew its position in NextEra Energy by 7.0% in the 4th quarter. Brighton Jones LLC now owns 28,282 shares of the utilities provider’s stock valued at $2,028,000 after buying an additional 1,840 shares during the last quarter. Revolve Wealth Partners LLC raised its position in NextEra Energy by 6.5% during the 4th quarter. Revolve Wealth Partners LLC now owns 4,854 shares of the utilities provider’s stock worth $348,000 after buying an additional 298 shares during the last quarter. Acadian Asset Management LLC lifted its stake in shares of NextEra Energy by 38.4% in the 1st quarter. Acadian Asset Management LLC now owns 12,542 shares of the utilities provider’s stock worth $887,000 after acquiring an additional 3,479 shares during the period. Sivia Capital Partners LLC lifted its stake in shares of NextEra Energy by 18.1% in the 2nd quarter. Sivia Capital Partners LLC now owns 5,563 shares of the utilities provider’s stock worth $386,000 after acquiring an additional 852 shares during the period. Finally, United Bank boosted its holdings in shares of NextEra Energy by 2.9% in the second quarter. United Bank now owns 15,596 shares of the utilities provider’s stock valued at $1,083,000 after acquiring an additional 444 shares in the last quarter. 78.72% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

A number of research analysts have recently issued reports on NEE shares. Erste Group Bank lowered shares of NextEra Energy from a “buy” rating to a “hold” rating in a research note on Thursday, June 25th. BMO Capital Markets raised their price objective on shares of NextEra Energy from $94.00 to $96.00 and gave the company an “outperform” rating in a research report on Monday, July 27th. Scotiabank lifted their price objective on NextEra Energy from $102.00 to $110.00 and gave the company a “sector perform” rating in a report on Friday, April 24th. JPMorgan Chase & Co. boosted their target price on NextEra Energy from $100.00 to $105.00 and gave the stock an “overweight” rating in a research report on Wednesday, May 13th. Finally, HSBC increased their target price on NextEra Energy from $103.00 to $106.00 and gave the stock a “buy” rating in a research note on Tuesday, April 28th. One analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and six have issued a Hold rating to the company’s stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $99.36.

NextEra Energy Stock Performance

NYSE:NEE opened at $85.97 on Friday. The company has a quick ratio of 0.44, a current ratio of 0.53 and a debt-to-equity ratio of 1.45. NextEra Energy, Inc. has a fifty-two week low of $69.24 and a fifty-two week high of $98.75. The stock has a market cap of $179.31 billion, a PE ratio of 19.32, a price-to-earnings-growth ratio of 2.35 and a beta of 0.67. The firm’s fifty day simple moving average is $87.16 and its 200-day simple moving average is $89.97.

NextEra Energy (NYSE:NEE) last announced its quarterly earnings data on Friday, July 24th. The utilities provider reported $1.15 EPS for the quarter, beating the consensus estimate of $1.11 by $0.04. The firm had revenue of $7.53 billion during the quarter, compared to analysts’ expectations of $8.11 billion. NextEra Energy had a net margin of 32.40% and a return on equity of 12.28%. The business’s revenue for the quarter was up 12.4% compared to the same quarter last year. During the same quarter last year, the business earned $1.05 earnings per share. NextEra Energy has set its FY 2026 guidance at 3.920-4.020 EPS. Analysts expect that NextEra Energy, Inc. will post 4.01 earnings per share for the current fiscal year.

NextEra Energy Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, September 15th. Stockholders of record on Friday, August 28th will be given a dividend of $0.6232 per share. This represents a $2.49 dividend on an annualized basis and a dividend yield of 2.9%. The ex-dividend date is Friday, August 28th. NextEra Energy’s dividend payout ratio (DPR) is presently 55.96%.

Key Stories Impacting NextEra Energy

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

• Positive Sentiment: NextEra finalized agreements with the U.S. Department of Commerce and the Government of Japan to fund up to 10 gigawatts of natural-gas generation in Texas and Pennsylvania. The project could create a substantial new earnings and rate-base opportunity while positioning NEE to serve rising electricity demand from data centers and industrial customers. NextEra Energy, U.S. Department of Commerce and Government of Japan finalize commercial terms
• Positive Sentiment: Recent coverage highlights surging power demand and higher energy prices as catalysts for NextEra. Its regulated utility and competitive generation businesses could benefit from long-term load growth, particularly from artificial-intelligence infrastructure. Why Is NextEra Energy in Focus as Power Demand Surges Today?
• Positive Sentiment: Analyst commentary remains constructive on NextEra’s development pipeline, with the Paducah project identified as potential upside. The opportunity could add growth, though returns will depend on project execution and financing. NextEra Energy: Paducah Adds Upside, But Dominion Adds Risk
• Neutral Sentiment: New AI-focused ecosystem ETFs reflect broader investor interest in the power and infrastructure supply chain supporting artificial intelligence. This is a favorable industry theme for NEE, but the article does not announce a company-specific contract or financial impact. The Future of AI Investing: Harbor Debuts 5 New Ecosystem ETFs
• Neutral Sentiment: Energy stocks edged lower late Thursday, creating a modest sector headwind for NEE despite its company-specific growth catalysts. Sector Update: Energy Stocks Edge Lower Late Afternoon
• Negative Sentiment: An analyst lowered the fiscal 2026 EPS forecast, signaling concern that earnings growth may not fully match the company’s expansion opportunities. Estimate reductions can weigh on valuation and investor sentiment. FY2026 EPS Forecast for NextEra Energy Decreased by Analyst
• Negative Sentiment: Coverage also flags risks connected with the Dominion-related opportunity, including execution, regulatory and capital requirements. These risks could offset some of the upside from Paducah and other new projects. NextEra Energy: Positive Developments Continue

About NextEra Energy

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.