PFG Investments LLC Has $3.66 Million Stock Holdings in NextEra Energy, Inc. $NEE

PFG Investments LLC trimmed its stake in shares of NextEra Energy, Inc. (NYSE:NEE) by 12.5% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 48,446 shares of the utilities provider’s stock after selling 6,917 shares during the quarter. PFG Investments LLC’s holdings in NextEra Energy were worth $3,657,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors also recently modified their holdings of the company. Norges Bank bought a new stake in NextEra Energy in the second quarter valued at $2,375,545,000. Vanguard Group Inc. boosted its stake in shares of NextEra Energy by 2.7% in the 2nd quarter. Vanguard Group Inc. now owns 212,877,021 shares of the utilities provider’s stock valued at $14,777,923,000 after purchasing an additional 5,554,603 shares in the last quarter. Assenagon Asset Management S.A. grew its holdings in shares of NextEra Energy by 1,765.3% in the 3rd quarter. Assenagon Asset Management S.A. now owns 3,968,305 shares of the utilities provider’s stock worth $299,567,000 after purchasing an additional 3,755,563 shares during the last quarter. Schroder Investment Management Group increased its position in shares of NextEra Energy by 18.7% during the 2nd quarter. Schroder Investment Management Group now owns 10,796,329 shares of the utilities provider’s stock worth $749,481,000 after purchasing an additional 1,701,648 shares in the last quarter. Finally, Adage Capital Partners GP L.L.C. lifted its holdings in NextEra Energy by 181.9% during the 2nd quarter. Adage Capital Partners GP L.L.C. now owns 2,185,513 shares of the utilities provider’s stock valued at $151,718,000 after purchasing an additional 1,410,200 shares during the last quarter. 78.72% of the stock is currently owned by institutional investors.

Key NextEra Energy News

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

• Positive Sentiment: Wells Fargo raised its price target on NEE to $98, which supports upside versus the current market price and can buoy investor sentiment. Wells Fargo Raises Price Target
• Positive Sentiment: Zacks highlights NextEra as a stronger utility pick versus Southern Company, citing higher growth forecasts and cleaner-energy exposure — a relative-strength argument that can attract rotation into NEE. Zacks: NEE vs Southern Company
• Positive Sentiment: Coverage framing NextEra as a leader in “AI-enabled” energy investing (Yahoo) can amplify thematic investor interest ahead of earnings, potentially supporting multiple expansion if execution stories are strong. Is NextEra the Best AI Energy Stock?
• Neutral Sentiment: Zacks previews the Q4 report and asks whether to buy, sell or hold, summarizing the conflicting forces of Florida utility growth and clean-energy demand versus a premium valuation — useful context but not a clear directional catalyst. Zacks Q4 Preview
• Neutral Sentiment: Zacks’ breakdown of analyst projections for Q4 metrics gives detail investors can use to model upside/downside around beats or misses, but it doesn’t change fundamentals by itself. Zacks: Analyst Projections
• Neutral Sentiment: A Yahoo piece examining whether NEE’s price reflects its clean-energy ambitions frames valuation questions for longer-term investors but is not an immediate catalyst. Yahoo: Does Price Reflect Ambitions?
• Neutral Sentiment: A Sharewise/Zacks feature roundup keeps NEE in the analyst spotlight; visibility helps liquidity but doesn’t by itself move fundamentals. Sharewise: Zacks Feature
• Negative Sentiment: A Seeking Alpha piece warns that broad investor love and positioning could be a risk — crowding and valuation multiple compression are flagged as potential downside triggers if growth disappoints. Seeking Alpha: Overcrowding Concern
• Negative Sentiment: Insider sale: EVP Ronald R. Reagan sold 10,826 shares at ~$85, materially reducing his stake — such disclosures often create short-term selling pressure or signal personal liquidity-taking. SEC Form 4: Insider Sale

Insider Buying and Selling at NextEra Energy

In related news, CEO Armando Pimentel, Jr. sold 145,140 shares of the company’s stock in a transaction dated Monday, November 17th. The stock was sold at an average price of $83.91, for a total value of $12,178,697.40. Following the completion of the sale, the chief executive officer owned 162,693 shares in the company, valued at approximately $13,651,569.63. This represents a 47.15% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this link. Also, EVP Ronald R. Reagan sold 10,826 shares of the firm’s stock in a transaction dated Thursday, January 22nd. The stock was sold at an average price of $85.00, for a total value of $920,210.00. Following the transaction, the executive vice president owned 15,643 shares in the company, valued at approximately $1,329,655. This trade represents a 40.90% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders own 0.20% of the company’s stock.

Wall Street Analyst Weigh In

NEE has been the topic of several research analyst reports. JPMorgan Chase & Co. upped 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. BMO Capital Markets restated an “outperform” rating and set a $89.00 price target (down from $90.00) on shares of NextEra Energy in a research report on Wednesday, December 10th. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of NextEra Energy in a report on Monday, December 29th. Jefferies Financial Group set a $87.00 price objective on NextEra Energy in a research note on Wednesday, January 14th. Finally, Wolfe Research increased their target price on NextEra Energy from $87.00 to $94.00 and gave the stock an “outperform” rating in a report on Monday, December 1st. Two research analysts have rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and four have assigned a Hold rating to the company’s stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $91.94.

NextEra Energy Trading Down 0.3%

Shares of NEE opened at $84.84 on Friday. The stock’s fifty day simple moving average is $82.25 and its 200-day simple moving average is $78.57. The firm has a market capitalization of $176.69 billion, a PE ratio of 27.02, a price-to-earnings-growth ratio of 2.64 and a beta of 0.74. NextEra Energy, Inc. has a 12-month low of $61.72 and a 12-month high of $87.53. The company has a quick ratio of 0.45, a current ratio of 0.55 and a debt-to-equity ratio of 1.30.

NextEra Energy (NYSE:NEE) last announced its quarterly earnings data on Tuesday, October 28th. The utilities provider reported $1.13 EPS for the quarter, topping analysts’ consensus estimates of $1.04 by $0.09. NextEra Energy had a return on equity of 12.42% and a net margin of 24.72%.The firm had revenue of $7.97 billion during the quarter, compared to analyst estimates of $8.13 billion. During the same period last year, the company earned $1.03 earnings per share. The company’s revenue was up 5.3% on a year-over-year basis. As a group, research analysts predict that NextEra Energy, Inc. will post 3.68 earnings per share for the current year.

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.