Fulcrum Asset Management LLP Purchases 11,562 Shares of NextEra Energy, Inc. $NEE

Fulcrum Asset Management LLP grew its holdings in NextEra Energy, Inc. (NYSE:NEE) by 68.4% during the 3rd quarter, HoldingsChannel reports. The firm owned 28,465 shares of the utilities provider’s stock after acquiring an additional 11,562 shares during the quarter. NextEra Energy comprises about 1.4% of Fulcrum Asset Management LLP’s investment portfolio, making the stock its 14th biggest position. Fulcrum Asset Management LLP’s holdings in NextEra Energy were worth $2,149,000 at the end of the most recent quarter.

Other institutional investors have also made changes to their positions in the company. Goodman Advisory Group LLC bought a new stake in NextEra Energy during the 2nd quarter valued at approximately $25,000. Tripletail Wealth Management LLC bought a new position in NextEra Energy in the 3rd quarter worth approximately $25,000. Strive Asset Management LLC bought a new position in NextEra Energy in the 3rd quarter worth approximately $29,000. Howard Hughes Medical Institute acquired a new position in shares of NextEra Energy during the second quarter worth approximately $31,000. Finally, Rexford Capital Inc. acquired a new position in shares of NextEra Energy during the second quarter worth approximately $34,000. 78.72% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

Several brokerages have recently issued reports on NEE. Seaport Research Partners lowered their price objective on shares of NextEra Energy from $56.00 to $55.00 and set a “sell” rating on the stock in a research note on Monday, February 2nd. Weiss Ratings cut shares of NextEra Energy from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Tuesday, February 17th. BMO Capital Markets set a $95.00 price target on shares of NextEra Energy in a report on Thursday, January 29th. Morgan Stanley restated an “overweight” rating and issued a $106.00 price target on shares of NextEra Energy in a research report on Friday, February 20th. Finally, Jefferies Financial Group set a $87.00 price objective on shares of NextEra Energy in a report on Wednesday, January 14th. Two analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and four have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $94.16.

NextEra Energy News Roundup

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

• Positive Sentiment: Company plans major capacity build to serve data centers — management announced a target to add 15–30 GW of U.S. power generation capacity by 2035, signaling a sizable growth runway tied to hyperscaler/data‑center demand. NextEra Energy (NEE) Aims for Power Generation Capacity Expansion
• Positive Sentiment: Longer-term growth outlook reinforced — investor pieces highlight NextEra as a multi‑year compounder and cite management guidance for roughly an 8%+ CAGR over the next several years, supporting the case for steady earnings and project-driven expansion. 2 Monster Stocks to Hold for the Next 10 Years
• Positive Sentiment: Strong recent performance and momentum — coverage notes NEE has significantly outperformed utilities and the S&P over the last year (~+28.7%), reflecting investor appetite for clean‑energy exposure and rate‑cut tailwinds. NextEra Surges Past Industry Over a Year: How to Play the Stock?
• Positive Sentiment: Dividend increased — the quarterly payout was raised (most recent payment implied a $2.49 annualized payout), which supports income investors and signals confidence in cash flow. (Reported in recent company/MarketBeat disclosures.)
• Neutral Sentiment: Analyst mix is broadly constructive but varied — several firms have buy/hold ratings and the consensus is a “Moderate Buy” with an average target near the low‑$90s; that implies limited upside from current levels absent stronger near‑term beats or guidance.
• Neutral Sentiment: Peer comparison / sector story — coverage comparing NextEra to peers (e.g., Constellation) highlights the data‑center demand story as a sector theme; useful for positioning but not an immediate stock catalyst. Better Utility Stock: Constellation Energy vs. NextEra Energy
• Negative Sentiment: Insider selling — EVP Nicole Daggs disclosed a sale of 4,934 shares (SEC filing), which can be interpreted as a near‑term negative signal for some investors even though insiders sell for many reasons. SEC Form 4 — Nicole J. Daggs
• Negative Sentiment: Recent quarterly revenue shortfall and a high payout ratio — last reported quarter beat EPS but missed revenue vs. estimates and the payout ratio is elevated (~75.7%), which raises sensitivity to cash‑flow volatility for investors focused on dividend sustainability.

Insider Activity at NextEra Energy

In other NextEra Energy news, EVP Terrell Kirk Crews II sold 19,672 shares of NextEra Energy stock in a transaction that occurred on Monday, March 9th. The stock was sold at an average price of $90.27, for a total transaction of $1,775,791.44. Following the sale, the executive vice president directly owned 73,857 shares of the company’s stock, valued at approximately $6,667,071.39. The trade was a 21.03% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, Treasurer James Michael May sold 7,161 shares of the company’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 value of $646,423.47. Following the completion of the sale, the treasurer owned 26,719 shares in the company, valued at approximately $2,411,924.13. This represents a 21.14% 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 190,816 shares of company stock valued at $17,075,619. Corporate insiders own 0.18% of the company’s stock.

NextEra Energy Trading Down 0.3%

Shares of NEE stock opened at $92.55 on Wednesday. NextEra Energy, Inc. has a 52-week low of $61.72 and a 52-week high of $95.91. The stock has a market cap of $192.83 billion, a price-to-earnings ratio of 28.13 and a beta of 0.76. The company has a debt-to-equity ratio of 1.35, a quick ratio of 0.49 and a current ratio of 0.60. The firm has a fifty day moving average of $88.88 and a 200-day moving average of $83.24.

NextEra Energy (NYSE:NEE) last released its quarterly earnings data on Tuesday, January 27th. The utilities provider reported $0.54 EPS for the quarter, topping analysts’ consensus estimates of $0.53 by $0.01. NextEra Energy had a net margin of 24.93% and a return on equity of 12.18%. The company had revenue of $6.50 billion during the quarter, compared to the consensus estimate of $7.07 billion. During the same period last year, the firm earned $0.53 EPS. The firm’s revenue for the quarter was up 20.7% compared to the same quarter last year. On average, equities research analysts forecast that NextEra Energy, Inc. will post 3.68 earnings per share for the current fiscal year.

NextEra Energy Increases Dividend

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

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.