CIBC Private Wealth Group LLC Increases Holdings in NextEra Energy, Inc. $NEE

CIBC Private Wealth Group LLC grew its position in shares of NextEra Energy, Inc. (NYSE:NEE) by 1.9% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 7,585,666 shares of the utilities provider’s stock after buying an additional 141,081 shares during the quarter. NextEra Energy accounts for approximately 1.0% of CIBC Private Wealth Group LLC’s holdings, making the stock its 15th largest position. CIBC Private Wealth Group LLC owned approximately 0.36% of NextEra Energy worth $572,642,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently modified their holdings of NEE. Tripletail Wealth Management LLC purchased a new stake in NextEra Energy during the third quarter valued at $25,000. Goodman Advisory Group LLC purchased a new position in NextEra Energy in the second quarter worth about $25,000. Strive Asset Management LLC bought a new stake in shares of NextEra Energy during the 3rd quarter valued at about $29,000. Howard Hughes Medical Institute bought a new stake in shares of NextEra Energy during the 2nd quarter valued at about $31,000. Finally, Abound Wealth Management increased its position in shares of NextEra Energy by 108.2% during the 3rd quarter. Abound Wealth Management now owns 456 shares of the utilities provider’s stock valued at $34,000 after purchasing an additional 237 shares during the last quarter. 78.72% of the stock is currently owned by hedge funds and other institutional investors.

NextEra Energy Stock Down 0.3%

NEE stock opened at $92.55 on Wednesday. The business’s 50-day moving average price is $88.88 and its 200-day moving average price is $83.24. The stock has a market cap of $192.83 billion, a P/E ratio of 28.13 and a beta of 0.76. The company has a quick ratio of 0.49, a current ratio of 0.60 and a debt-to-equity ratio of 1.35. NextEra Energy, Inc. has a twelve month low of $61.72 and a twelve month high of $95.91.

NextEra Energy (NYSE:NEE) last released its earnings results on Tuesday, January 27th. The utilities provider reported $0.54 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.53 by $0.01. NextEra Energy had a net margin of 24.93% and a return on equity of 12.18%. The company had revenue of $6.50 billion during the quarter, compared to analyst estimates of $7.07 billion. During the same period in the prior year, the firm posted $0.53 EPS. The firm’s quarterly revenue was up 20.7% compared to the same quarter last year. On average, equities research analysts forecast that NextEra Energy, Inc. will post 3.68 EPS for the current year.

NextEra Energy Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Monday, March 16th. Stockholders of record on Friday, February 27th were paid a $0.6232 dividend. This represents a $2.49 dividend on an annualized basis and a dividend yield of 2.7%. 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 dividend payout ratio is currently 75.68%.

Insider Buying and Selling

In other news, EVP Charles E. Sieving sold 30,000 shares of the company’s stock in a transaction dated Wednesday, February 4th. The stock was sold at an average price of $90.00, for a total value of $2,700,000.00. Following the completion of the transaction, the executive vice president owned 167,481 shares of the company’s stock, valued at $15,073,290. This represents a 15.19% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, Treasurer James Michael May sold 7,161 shares of the stock in a transaction dated Monday, March 9th. The stock was sold at an average price of $90.27, for a total value of $646,423.47. Following the sale, the treasurer owned 26,719 shares of the company’s stock, valued at $2,411,924.13. This represents a 21.14% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 190,816 shares of company stock worth $17,075,619 in the last three months. Corporate insiders own 0.18% of the company’s stock.

More NextEra Energy News

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

• Positive Sentiment: Company plans major capacity build to serve data centers — management announced a target to add 15–30 GW of U.S. power generation capacity by 2035, signaling a sizable growth runway tied to hyperscaler/data‑center demand. NextEra Energy (NEE) Aims for Power Generation Capacity Expansion
• Positive Sentiment: Longer-term growth outlook reinforced — investor pieces highlight NextEra as a multi‑year compounder and cite management guidance for roughly an 8%+ CAGR over the next several years, supporting the case for steady earnings and project-driven expansion. 2 Monster Stocks to Hold for the Next 10 Years
• Positive Sentiment: Strong recent performance and momentum — coverage notes NEE has significantly outperformed utilities and the S&P over the last year (~+28.7%), reflecting investor appetite for clean‑energy exposure and rate‑cut tailwinds. NextEra Surges Past Industry Over a Year: How to Play the Stock?
• Positive Sentiment: Dividend increased — the quarterly payout was raised (most recent payment implied a $2.49 annualized payout), which supports income investors and signals confidence in cash flow. (Reported in recent company/MarketBeat disclosures.)
• Neutral Sentiment: Analyst mix is broadly constructive but varied — several firms have buy/hold ratings and the consensus is a “Moderate Buy” with an average target near the low‑$90s; that implies limited upside from current levels absent stronger near‑term beats or guidance.
• Neutral Sentiment: Peer comparison / sector story — coverage comparing NextEra to peers (e.g., Constellation) highlights the data‑center demand story as a sector theme; useful for positioning but not an immediate stock catalyst. Better Utility Stock: Constellation Energy vs. NextEra Energy
• Negative Sentiment: Insider selling — EVP Nicole Daggs disclosed a sale of 4,934 shares (SEC filing), which can be interpreted as a near‑term negative signal for some investors even though insiders sell for many reasons. SEC Form 4 — Nicole J. Daggs
• Negative Sentiment: Recent quarterly revenue shortfall and a high payout ratio — last reported quarter beat EPS but missed revenue vs. estimates and the payout ratio is elevated (~75.7%), which raises sensitivity to cash‑flow volatility for investors focused on dividend sustainability.

Analysts Set New Price Targets

NEE has been the topic of several recent research reports. JPMorgan Chase & Co. increased their price objective on shares of NextEra Energy from $94.00 to $97.00 and gave the stock an “overweight” rating in a research note on Thursday, December 11th. Barclays boosted their target price on shares of NextEra Energy from $84.00 to $85.00 and gave the company an “equal weight” rating in a research report on Thursday, January 15th. UBS Group upped their target price on shares of NextEra Energy from $91.00 to $104.00 and gave the company a “buy” rating in a report on Thursday, March 5th. BMO Capital Markets set a $95.00 price target on shares of NextEra Energy in a research report on Thursday, January 29th. Finally, Morgan Stanley reiterated an “overweight” rating and set a $106.00 price target on shares of NextEra Energy in a research note on Friday, February 20th. Two investment analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and four have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, NextEra Energy currently has a consensus rating of “Moderate Buy” and a consensus price target of $94.16.

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.