Ritholtz Wealth Management Purchases 7,011 Shares of NextEra Energy, Inc. $NEE

Ritholtz Wealth Management grew its position in NextEra Energy, Inc. (NYSE:NEE) by 16.4% in the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 49,701 shares of the utilities provider’s stock after buying an additional 7,011 shares during the quarter. Ritholtz Wealth Management’s holdings in NextEra Energy were worth $4,616,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Indivisible Partners acquired a new stake in NextEra Energy in the fourth quarter valued at about $1,355,000. First Long Island Investors LLC acquired a new position in NextEra Energy during the third quarter worth about $14,198,000. SevenBridge Financial Group LLC lifted its holdings in shares of NextEra Energy by 39.7% in the third quarter. SevenBridge Financial Group LLC now owns 49,603 shares of the utilities provider’s stock worth $3,745,000 after acquiring an additional 14,089 shares during the last quarter. Carnegie Investment Counsel lifted its holdings in shares of NextEra Energy by 9.4% in the fourth quarter. Carnegie Investment Counsel now owns 458,141 shares of the utilities provider’s stock worth $36,780,000 after acquiring an additional 39,250 shares during the last quarter. Finally, Swedbank AB boosted its stake in shares of NextEra Energy by 13.4% in the 4th quarter. Swedbank AB now owns 1,016,630 shares of the utilities provider’s stock valued at $81,615,000 after purchasing an additional 120,389 shares in the last quarter. Institutional investors own 78.72% of the company’s stock.

Analysts Set New Price Targets

Several brokerages recently issued reports on NEE. JPMorgan Chase & Co. lifted their price target on shares of NextEra Energy from $100.00 to $105.00 and gave the company an “overweight” rating in a report on Wednesday, May 13th. Morgan Stanley raised their target price on shares of NextEra Energy from $111.00 to $117.00 and gave the company an “overweight” rating in a research report on Wednesday. Wells Fargo & Company set a $102.00 price target on shares of NextEra Energy and gave the stock an “overweight” rating in a report on Friday, April 24th. TD Cowen upped their price target on shares of NextEra Energy from $99.00 to $101.00 and gave the stock a “buy” rating in a report on Monday, April 27th. Finally, Evercore reiterated an “outperform” rating and issued a $107.00 price target on shares of NextEra Energy in a research note on Monday, May 4th. Two investment analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and five have assigned a Hold rating to the stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $99.86.

NextEra Energy News Roundup

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

• Positive Sentiment: Morgan Stanley raised its price target on NextEra Energy to $117 from $111 and reiterated an overweight rating, signaling continued upside potential and supporting bullish sentiment. Morgan Stanley price target update
• Positive Sentiment: Analysts and market commentary highlighted NextEra’s large capital plan through 2030, including investments in Florida Power & Light, renewables, and storage, which could drive steady long-term earnings growth. Strategic investments article
• Positive Sentiment: Several articles tied NextEra to rising AI electricity demand, which reinforces the company’s role as a potential beneficiary of higher power needs from data centers and related infrastructure. AI boom energy trade article
• Neutral Sentiment: Recent coverage also focused on whether the stock still offers value after its strong one-year rally, suggesting investors are weighing growth prospects against a less attractive valuation. Valuation article
• Neutral Sentiment: Erste Group Bank AG downgraded NextEra Energy from buy to hold, which could temper enthusiasm, but the move does not indicate a bearish stance. Downgrade reference
• Neutral Sentiment: Investor interest remains elevated, and recent commentary noted the stock has been active despite broader market weakness. Recent stock movement article

NextEra Energy Stock Performance

NextEra Energy stock opened at $87.68 on Friday. The business has a 50 day moving average of $89.74 and a 200-day moving average of $88.38. The company has a market capitalization of $182.83 billion, a P/E ratio of 22.31, a P/E/G ratio of 2.57 and a beta of 0.68. NextEra Energy, Inc. has a 1 year low of $67.20 and a 1 year high of $98.75. The company has a debt-to-equity ratio of 1.41, a current ratio of 0.54 and a quick ratio of 0.44.

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

NextEra Energy Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Monday, June 15th. Stockholders of record on Friday, June 5th were issued a dividend of $0.6232 per share. This represents a $2.49 dividend on an annualized basis and a dividend yield of 2.8%. The ex-dividend date was Friday, June 5th. NextEra Energy’s payout ratio is 63.36%.

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.