Richard Bernstein Advisors LLC Has $1.38 Million Stock Holdings in NextEra Energy, Inc. $NEE

Richard Bernstein Advisors LLC trimmed its stake in NextEra Energy, Inc. (NYSE:NEE) by 51.2% in the third quarter, Holdings Channel reports. The firm owned 18,311 shares of the utilities provider’s stock after selling 19,216 shares during the quarter. Richard Bernstein Advisors LLC’s holdings in NextEra Energy were worth $1,382,000 as of its most recent SEC filing.

Several other institutional investors have also recently made changes to their positions in the stock. Wedbush Securities Inc. increased its holdings in NextEra Energy by 24.8% during the third quarter. Wedbush Securities Inc. now owns 64,158 shares of the utilities provider’s stock worth $4,843,000 after buying an additional 12,738 shares during the last quarter. Varma Mutual Pension Insurance Co raised its stake in shares of NextEra Energy by 5.0% during the 3rd quarter. Varma Mutual Pension Insurance Co now owns 326,193 shares of the utilities provider’s stock valued at $24,624,000 after purchasing an additional 15,600 shares during the period. National Pension Service increased its position in shares of NextEra Energy by 1.3% during 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 increased its holdings in NextEra Energy by 286.0% during the 3rd quarter. Synergy Asset Management LLC now owns 22,028 shares of the utilities provider’s stock worth $1,594,000 after acquiring an additional 16,322 shares during the period. Finally, Y Intercept Hong Kong Ltd raised its position in shares of NextEra Energy by 61.8% in the third quarter. Y Intercept Hong Kong Ltd now owns 60,985 shares of the utilities provider’s stock worth $4,604,000 after buying an additional 23,288 shares in the last quarter. Institutional investors and hedge funds own 78.72% of the company’s stock.

Insider Activity at NextEra Energy

In other NextEra Energy news, EVP Charles E. Sieving sold 30,000 shares of the stock in a transaction dated Wednesday, February 4th. The stock was sold at an average price of $90.00, for a total value of $2,700,000.00. Following the transaction, the executive vice president owned 167,481 shares of the company’s stock, valued at approximately $15,073,290. This represents a 15.19% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Treasurer James Michael May sold 7,161 shares of the business’s stock in a transaction that occurred on Monday, March 9th. The shares were sold at an average price of $90.27, for a total transaction of $646,423.47. Following the sale, the treasurer owned 26,719 shares of the company’s stock, valued at $2,411,924.13. This trade represents a 21.14% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 185,882 shares of company stock valued at $16,616,757 over the last three months. 0.18% of the stock is owned by insiders.

Key Headlines Impacting NextEra Energy

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

• Positive Sentiment: UBS raised its price target on NEE to $104 (from $91) and reiterated a Buy rating, citing strength in NextEra’s NEER segment and continued demand for new power — a clear bullish catalyst for future earnings and project growth. UBS Raises NextEra Energy (NEE) Target
• Positive Sentiment: TradeSmith’s Health Indicator placed NextEra in its “Green Zone,” signaling above‑average financial health relative to many peers — supportive for investor confidence. 3 Non‑Tech Stocks in TradeSmith’s Green Zone
• Neutral Sentiment: Barron’s pages for NextEra (stock grader and a preferred/notes listing) were updated recently — useful reference material but not immediate price drivers. Barron’s Stock Grader Preferred/Notes Listing
• Neutral Sentiment: Analyst consensus and media coverage remain generally constructive (average “Moderate Buy” and other supportive analyst notes), which provides longer‑term support but doesn’t offset short‑term selling pressure. Average Rating: Moderate Buy
• Neutral Sentiment: Company personnel update reported (Chief Risk Officer change) — the item is noteworthy for governance/operations monitoring but not currently an obvious material near‑term catalyst. CRO Resigns for CFO Role
• Negative Sentiment: Insider sale — EVP Terrell Kirk Crews II sold 19,672 shares at ~$90.27 (disclosed 3/9), reducing his holdings by ~21%; large insider selling can pressure sentiment and raise short‑term supply. EVP Form 4
• Negative Sentiment: Insider sale — Treasurer James Michael May sold 7,161 shares at ~$90.27 (disclosed 3/9), cutting his stake by ~21%; the clustered insider reductions amplify negative signaling to the market. Treasurer Form 4

NextEra Energy Trading Down 0.5%

NYSE NEE opened at $91.57 on Wednesday. The stock has a market cap of $190.79 billion, a P/E ratio of 27.83 and a beta of 0.75. The stock has a 50 day simple moving average of $87.73 and a two-hundred day simple moving average of $82.58. NextEra Energy, Inc. has a fifty-two week low of $61.72 and a fifty-two week high of $95.91. The company has a debt-to-equity ratio of 1.35, a quick ratio of 0.49 and a current ratio of 0.60.

NextEra Energy (NYSE:NEE) last issued its quarterly earnings data on Tuesday, January 27th. The utilities provider reported $0.54 EPS 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 business had revenue of $6.50 billion during the quarter, compared to analyst estimates of $7.07 billion. During the same period last year, the business posted $0.53 earnings per share. NextEra Energy’s quarterly revenue was up 20.7% compared to the same quarter last year. On average, analysts forecast that NextEra Energy, Inc. will post 3.68 earnings per share for the current year.

NextEra Energy Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Monday, March 16th. Shareholders of record on Friday, February 27th will be paid a dividend of $0.6232 per share. The ex-dividend date is Friday, February 27th. This represents a $2.49 annualized dividend and a yield of 2.7%. This is a positive change from NextEra Energy’s previous quarterly dividend of $0.57. NextEra Energy’s dividend payout ratio (DPR) is 75.68%.

Analyst Ratings Changes

Several research firms recently commented on NEE. BMO Capital Markets set a $95.00 target price on NextEra Energy in a research report on Thursday, January 29th. Mizuho set a $90.00 price target on NextEra Energy and gave the company a “neutral” rating in a report on Wednesday, January 28th. HSBC lifted their price target on NextEra Energy from $96.00 to $103.00 and gave the company a “buy” rating in a research report on Monday, February 23rd. Weiss Ratings cut shares of NextEra Energy from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Tuesday, February 17th. Finally, BTIG Research reaffirmed a “buy” rating and issued a $103.00 target price on shares of NextEra Energy in a research note on Wednesday, January 28th. Two equities research analysts have rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and four have assigned a Hold rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $94.16.

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.