Simplicity Wealth LLC Lowers Stock Position in NextEra Energy, Inc. $NEE

Simplicity Wealth LLC cut its holdings in NextEra Energy, Inc. (NYSE:NEE) by 42.4% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 9,387 shares of the utilities provider’s stock after selling 6,921 shares during the quarter. Simplicity Wealth LLC’s holdings in NextEra Energy were worth $709,000 as of its most recent filing with the SEC.

Other large investors have also modified their holdings of the company. Vanguard Group Inc. raised its position in NextEra Energy by 2.7% during the 2nd quarter. Vanguard Group Inc. now owns 212,877,021 shares of the utilities provider’s stock worth $14,777,923,000 after buying an additional 5,554,603 shares during the last quarter. Geode Capital Management LLC lifted its holdings in shares of NextEra Energy by 1.2% in the second quarter. Geode Capital Management LLC now owns 45,724,229 shares of the utilities provider’s stock valued at $3,161,774,000 after purchasing an additional 526,996 shares in the last quarter. Norges Bank purchased a new stake in NextEra Energy in the 2nd quarter valued at approximately $2,375,545,000. Charles Schwab Investment Management Inc. boosted its stake in shares of NextEra Energy by 2.1% during the second quarter. Charles Schwab Investment Management Inc. now owns 16,786,728 shares of the utilities provider’s stock valued at $1,165,896,000 after acquiring an additional 340,315 shares during the last quarter. Finally, Legal & General Group Plc boosted its stake in shares of NextEra Energy by 2.6% during the 2nd quarter. Legal & General Group Plc now owns 16,414,103 shares of the utilities provider’s stock worth $1,139,467,000 after purchasing an additional 408,198 shares during the last quarter. Hedge funds and other institutional investors own 78.72% of the company’s stock.

Insider Activity

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

NextEra Energy Trading Down 0.3%

NYSE:NEE opened at $84.84 on Friday. NextEra Energy, Inc. has a 1 year low of $61.72 and a 1 year high of $87.53. The stock has a market cap of $176.69 billion, a price-to-earnings ratio of 27.02, a PEG ratio of 2.63 and a beta of 0.74. The business has a fifty day moving average of $82.25 and a 200-day moving average of $78.61. The company has a debt-to-equity ratio of 1.30, a quick ratio of 0.45 and a current ratio of 0.55.

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

Wall Street Analyst Weigh In

NEE has been the topic of several analyst reports. Wolfe Research raised their price objective on NextEra Energy from $87.00 to $94.00 and gave the stock an “outperform” rating in a report on Monday, December 1st. Jefferies Financial Group set a $87.00 target price on NextEra Energy in a report on Wednesday, January 14th. HSBC boosted their price objective on shares of NextEra Energy from $94.00 to $95.00 in a report on Monday, November 10th. BMO Capital Markets reiterated an “outperform” rating and set a $89.00 target price (down from $90.00) on shares of NextEra Energy in a research note on Wednesday, December 10th. Finally, Mizuho upped their target price on shares of NextEra Energy from $78.00 to $88.00 and gave the company a “neutral” rating in a research note on Monday, October 27th. Two equities 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 data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $91.94.

NextEra Energy News Summary

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

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.