Mccarter Private Wealth Services LLC Buys New Holdings in NextEra Energy, Inc. $NEE

Mccarter Private Wealth Services LLC bought a new stake in NextEra Energy, Inc. (NYSE:NEE) during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor bought 7,770 shares of the utilities provider’s stock, valued at approximately $624,000.

Other large investors have also recently bought and sold shares of the company. Wedbush Securities Inc. boosted its position in NextEra Energy by 24.8% in the 3rd quarter. Wedbush Securities Inc. now owns 64,158 shares of the utilities provider’s stock worth $4,843,000 after purchasing an additional 12,738 shares in the last quarter. Varma Mutual Pension Insurance Co boosted its position in NextEra Energy by 5.0% in the 3rd quarter. Varma Mutual Pension Insurance Co now owns 326,193 shares of the utilities provider’s stock worth $24,624,000 after purchasing an additional 15,600 shares in the last quarter. Indivisible Partners purchased a new stake in NextEra Energy in the 4th quarter worth approximately $1,355,000. Jones Financial Companies Lllp boosted its position in NextEra Energy by 7.3% in the 3rd quarter. Jones Financial Companies Lllp now owns 849,352 shares of the utilities provider’s stock worth $64,373,000 after purchasing an additional 57,711 shares in the last quarter. Finally, Oppenheimer & Co. Inc. boosted its position in NextEra Energy by 43.2% in the 3rd quarter. Oppenheimer & Co. Inc. now owns 333,278 shares of the utilities provider’s stock worth $25,159,000 after purchasing an additional 100,467 shares in the last quarter. Hedge funds and other institutional investors own 78.72% of the company’s stock.

NextEra Energy News Summary

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

• Positive Sentiment: Florida Power & Light said it is prepared for hurricane season and urged customers to get ready, reinforcing the utility’s operational readiness and grid resilience. Hurricane season begins: FPL is ready and urges customers to prepare
• Positive Sentiment: FPL issued major first mortgage bonds, which should support liquidity and help fund capital needs, signaling continued access to the debt market for NextEra Energy’s regulated utility business. NextEra Energy Bolsters FPL with Major Bond Issuance
• Neutral Sentiment: One market commentary pointed to utilities as a potentially attractive sector relative to Big Tech, but this was a broad sector call rather than a direct catalyst for NEE. Beyond the AI Boom: 3 Forgotten Sectors to Buy Amid Historic Market Disconnect
• Neutral Sentiment: Recent valuation-focused analysis says NEE’s short-term momentum has weakened and investors are questioning whether the pullback has created an opportunity or reflects a more limited upside profile. Assessing NextEra Energy (NEE) Valuation After Recent Share Price Weakness And Mixed Return Signals
• Negative Sentiment: Multiple articles noted that NEE has been declining while the broader market improved, underscoring relative underperformance and weaker investor sentiment toward the stock. NextEra Energy (NEE) Stock Declines While Market Improves: Some Information for Investors
• Negative Sentiment: A bearish industry piece argued that rising Treasury yields are making utility dividends less attractive, pressuring regulated power names like NEE as investors rotate away from defensive “bond proxy” stocks. From Bond Proxy to Battleground: Why Utilities Are the Worst Hiding Spot in 2026

Insider Activity at NextEra Energy

In related news, EVP Terrell Kirk Crews II sold 19,672 shares of the stock in a transaction on 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 completion of the transaction, the executive vice president directly 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 transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Nicole J. Daggs sold 4,934 shares of the stock in a transaction on Friday, March 13th. The shares were sold at an average price of $93.00, for a total value of $458,862.00. Following the completion of the transaction, the executive vice president directly owned 16,905 shares of the company’s stock, valued at approximately $1,572,165. This represents a 22.59% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 31,767 shares of company stock valued at $2,881,077. 0.18% of the stock is owned by insiders.

NextEra Energy Trading Up 2.2%

Shares of NYSE:NEE opened at $85.50 on Wednesday. NextEra Energy, Inc. has a 1 year low of $67.20 and a 1 year high of $98.75. The firm has a market capitalization of $178.30 billion, a price-to-earnings ratio of 21.76, a price-to-earnings-growth ratio of 2.45 and a beta of 0.68. The company has a debt-to-equity ratio of 1.41, a current ratio of 0.54 and a quick ratio of 0.44. The business’s 50 day moving average price is $92.08 and its 200-day moving average price is $88.23.

NextEra Energy (NYSE:NEE) last announced its earnings results on Thursday, April 23rd. The utilities provider reported $1.09 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.03 by $0.06. NextEra Energy had a return on equity of 12.25% and a net margin of 29.36%.The firm had revenue of $6.70 billion for the quarter, compared to analyst estimates of $7.43 billion. During the same quarter last year, the firm posted $0.99 EPS. The business’s revenue was up 7.3% on a year-over-year basis. NextEra Energy has set its FY 2026 guidance at 3.920-4.02 EPS. On average, equities research analysts forecast that NextEra Energy, Inc. will post 4.01 earnings per share for the current fiscal year.

NextEra Energy Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Monday, June 15th. Investors of record on Friday, June 5th will be paid a $0.6232 dividend. This represents a $2.49 annualized dividend and a yield of 2.9%. The ex-dividend date of this dividend is Friday, June 5th. NextEra Energy’s dividend payout ratio is currently 63.36%.

Wall Street Analysts Forecast Growth

NEE has been the topic of several recent research reports. Wells Fargo & Company set a $102.00 price objective on NextEra Energy and gave the stock an “overweight” rating in a research report on Friday, April 24th. DA Davidson upped 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. Wall Street Zen lowered NextEra Energy from a “hold” rating to a “sell” rating in a research report on Saturday, March 28th. HSBC increased their target price on NextEra Energy from $103.00 to $106.00 and gave the company a “buy” rating in a research report on Tuesday, April 28th. Finally, BMO Capital Markets decreased their target price on NextEra Energy from $104.00 to $102.00 and set an “outperform” rating on the stock in a research report on Monday, May 18th. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating and four have assigned a Hold rating to the company. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $99.20.

NextEra Energy Company 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.