NextEra Energy, Inc. $NEE Stock Holdings Lifted by GoalVest Advisory LLC

GoalVest Advisory LLC grew its position in NextEra Energy, Inc. (NYSE:NEE) by 221.6% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 17,829 shares of the utilities provider’s stock after purchasing an additional 12,285 shares during the period. GoalVest Advisory LLC’s holdings in NextEra Energy were worth $1,431,000 at the end of the most recent quarter.

Several other institutional investors have also made changes to their positions in the company. Wedbush Securities Inc. boosted its holdings in NextEra Energy by 24.8% in the 3rd quarter. Wedbush Securities Inc. now owns 64,158 shares of the utilities provider’s stock valued at $4,843,000 after purchasing an additional 12,738 shares during the period. Varma Mutual Pension Insurance Co lifted its stake 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 valued at $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% in the third quarter. National Pension Service now owns 4,845,447 shares of the utilities provider’s stock valued at $365,783,000 after buying an additional 60,324 shares during the period. Synergy Asset Management LLC grew its position in NextEra Energy by 286.0% during the third quarter. Synergy Asset Management LLC now owns 22,028 shares of the utilities provider’s stock worth $1,594,000 after buying an additional 16,322 shares in the last quarter. Finally, Y Intercept Hong Kong Ltd increased its stake in NextEra Energy by 61.8% during the third 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. 78.72% of the stock is currently owned by institutional investors and hedge funds.

NextEra Energy Price Performance

NYSE:NEE opened at $92.40 on Friday. The company has a quick ratio of 0.49, a current ratio of 0.60 and a debt-to-equity ratio of 1.35. The firm has a market cap of $192.51 billion, a PE ratio of 28.08 and a beta of 0.76. NextEra Energy, Inc. has a 12 month low of $61.72 and a 12 month high of $95.91. The company’s 50-day moving average price is $89.39 and its two-hundred day moving average price is $83.36.

NextEra Energy (NYSE:NEE) last posted its quarterly earnings data 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 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 quarter last year, the business posted $0.53 earnings per share. The company’s revenue was up 20.7% on a year-over-year basis. On average, equities analysts anticipate that NextEra Energy, Inc. will post 3.68 EPS for the current fiscal year.

NextEra Energy Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Monday, March 16th. Investors of record on Friday, February 27th were issued a dividend of $0.6232 per share. The ex-dividend date of this dividend was Friday, February 27th. This represents a $2.49 dividend on an annualized basis and a yield of 2.7%. This is a positive change from NextEra Energy’s previous quarterly dividend of $0.57. NextEra Energy’s payout ratio is 75.68%.

Analyst Ratings Changes

NEE has been the subject of a number of research reports. Weiss Ratings downgraded NextEra Energy from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Tuesday, February 17th. Wall Street Zen upgraded NextEra Energy from a “sell” rating to a “hold” rating in a research report on Saturday, February 28th. UBS Group raised their target price on NextEra Energy from $91.00 to $104.00 and gave the stock a “buy” rating in a research report on Thursday, March 5th. HSBC lifted their price target on shares of NextEra Energy from $96.00 to $103.00 and gave the stock a “buy” rating in a research note on Monday, February 23rd. Finally, The Goldman Sachs Group boosted their price target on shares of NextEra Energy from $94.00 to $98.00 and gave the company a “buy” rating in a report on Wednesday, January 28th. Two equities research analysts have rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating and four have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $94.44.

Insider Transactions at NextEra Energy

In other news, EVP Ronald R. Reagan sold 18,620 shares of the stock in a transaction on Wednesday, February 4th. The stock was sold at an average price of $90.00, for a total transaction of $1,675,800.00. Following the sale, the executive vice president owned 9,643 shares in the company, valued at approximately $867,870. This represents a 65.88% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Terrell Kirk Crews II sold 19,672 shares of the firm’s stock in a transaction on Monday, March 9th. The shares were sold at an average price of $90.27, for a total value of $1,775,791.44. Following the completion of the sale, the executive vice president owned 73,857 shares of the company’s stock, valued at approximately $6,667,071.39. This trade represents a 21.03% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 190,816 shares of company stock worth $17,075,619. 0.20% of the stock is owned by company insiders.

Trending Headlines about NextEra Energy

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

• Positive Sentiment: Institutional investors increased stakes, signaling confidence and providing buying pressure that supports the stock’s gain. NextEra Energy (NYSE:NEE) Gains on Institutional Stake Increase
• Positive Sentiment: Analysts and outlets are pitching NextEra as a long-term dividend play tied to a broader nuclear renaissance, which can attract income-focused investors. This Nuclear Dividend Stock Could Turn $1,000 Into a Lifetime Income Stream
• Positive Sentiment: NEE outperformed a weaker market session, which is drawing short-term momentum buyers and supporting today’s uptick. NextEra Energy (NEE) Gains As Market Dips: What You Should Know
• Neutral Sentiment: Heightened retail and Zacks.com interest has made NEE a “trending” ticker—boosts liquidity and attention but not a fundamental driver by itself. NextEra Energy, Inc. (NEE) Is a Trending Stock
• Neutral Sentiment: Management’s plan to add 15–30 GW (largely gas) to serve data centers could materially grow revenue but raises ESG and capital-intensity questions; investors are re-pricing growth vs. risk. A Look At NextEra Energy (NEE) Valuation As New Data Center Power Buildout Plan Emerges
• Negative Sentiment: NextEra’s planned $2 billion public offering of equity units to fund projects raises short-term dilution concerns and pressured some investors despite funding growth. NextEra Energy, Inc. (NEE) Plans to Sell $2 billion in Equity Units to Fund Energy Projects

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.