Keybank National Association OH grew its stake in NextEra Energy, Inc. (NYSE:NEE – Free Report) by 24.8% in the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 1,776,791 shares of the utilities provider’s stock after buying an additional 352,661 shares during the period. Keybank National Association OH’s holdings in NextEra Energy were worth $142,641,000 as of its most recent filing with the Securities & Exchange Commission.
Several other institutional investors have also recently made changes to their positions in the stock. Vanguard Group Inc. raised its stake in NextEra Energy by 1.0% during the 4th quarter. Vanguard Group Inc. now owns 216,033,697 shares of the utilities provider’s stock worth $17,343,185,000 after acquiring an additional 2,234,176 shares during the period. Legal & General Group Plc boosted its position in shares of NextEra Energy by 2.3% in the third quarter. Legal & General Group Plc now owns 16,787,191 shares of the utilities provider’s stock worth $1,267,265,000 after purchasing an additional 373,088 shares during the period. Amundi increased its stake in shares of NextEra Energy by 16.7% in the third quarter. Amundi now owns 12,461,783 shares of the utilities provider’s stock worth $1,012,129,000 after purchasing an additional 1,780,881 shares in the last quarter. Pictet Asset Management Holding SA increased its stake in shares of NextEra Energy by 47.3% in the fourth quarter. Pictet Asset Management Holding SA now owns 9,254,022 shares of the utilities provider’s stock worth $742,913,000 after purchasing an additional 2,972,924 shares in the last quarter. Finally, CIBC Private Wealth Group LLC raised its position in shares of NextEra Energy by 1.9% during the 3rd quarter. CIBC Private Wealth Group LLC now owns 7,585,666 shares of the utilities provider’s stock valued at $572,642,000 after purchasing an additional 141,081 shares during the period. Institutional investors own 78.72% of the company’s stock.
Analyst Ratings Changes
A number of research analysts recently weighed in on NEE shares. The Goldman Sachs Group lifted their target price on shares of NextEra Energy from $94.00 to $98.00 and gave the company a “buy” rating in a research note on Wednesday, January 28th. Morgan Stanley set a $108.00 price target on NextEra Energy and gave the stock an “overweight” rating in a research note on Friday, April 17th. Wall Street Zen cut NextEra Energy from a “hold” rating to a “sell” rating in a report on Saturday, March 28th. Scotiabank boosted their price objective on NextEra Energy from $102.00 to $110.00 and gave the company a “sector perform” rating in a research report on Friday, April 24th. Finally, HSBC upped their price objective on NextEra Energy from $103.00 to $106.00 and gave the stock a “buy” rating in a research note on Tuesday. One investment analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and four have given a Hold rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $97.63.
Insider Activity
In related news, EVP Ronald R. Reagan sold 18,620 shares of the firm’s stock in a transaction that occurred on Wednesday, February 4th. The stock was sold at an average price of $90.00, for a total transaction of $1,675,800.00. Following the completion of the sale, the executive vice president directly owned 9,643 shares of the company’s stock, valued at approximately $867,870. This trade represents a 65.88% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Terrell Kirk Crews II sold 19,672 shares of the business’s stock in a transaction on Monday, March 9th. The shares were sold at an average price of $90.27, for a total value of $1,775,791.44. Following the transaction, the executive vice president 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 position. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 179,990 shares of company stock valued at $16,155,409. 0.18% of the stock is currently owned by corporate insiders.
More NextEra Energy News
Here are the key news stories impacting NextEra Energy this week:
- Positive Sentiment: NRC extended operating licenses for the St. Lucie nuclear units, locking in decades of low‑cost, carbon‑free generation for FPL (NextEra’s utility arm), supporting stable generation and long‑term cash flow. NRC Authorizes FPL’s St. Lucie Nuclear Plant to Operate for Another 20 Years
- Positive Sentiment: Two sell‑side firms raised price targets and kept buy ratings (TD Cowen to $101 and HSBC to $106), signaling analyst conviction in NextEra’s growth trajectory and likely supporting buying interest. TD Cowen Adjusts Price Target on NextEra Energy
- Positive Sentiment: NextEra reported contracting ~4 GW of new generation projects in Q1, reinforcing project pipeline growth and future revenue visibility. NextEra contracted 4 GW of new generation projects in Q1
- Neutral Sentiment: Energy sector stocks strengthened broadly today, providing a market tailwind for utilities and renewables which may have aided NEE’s move. Sector Update: Energy Stocks Higher Late Afternoon
- Neutral Sentiment: Increased investor interest and coverage (Zacks, Kalkine articles) is drawing attention to NextEra; higher search/coverage can amplify flows but doesn’t change fundamentals. Is NextEra Energy Stock Worth Watching Right Now
- Neutral Sentiment: Comstock Resources’ backing of the Texas gas‑fired power hub (NextEra‑led) highlights fuel supply arrangements for up to 5.2 GW of new thermal capacity — supports project execution but ties growth to gas markets. How Investors May Respond To Comstock Resources Backing NextEra’s Texas Gas Power Hub
- Neutral Sentiment: A proposed federal bill (H.R.8400) to create exempt “consumer‑regulated” utilities could alter competitive/regulatory dynamics if enacted; implications for NextEra are uncertain at this stage. H.R. 8400: DATA Act of 2026
- Negative Sentiment: NextEra disclosed a proposed ~$150 million settlement tied to its FPL subsidiary’s past financial/political activities — a near‑term cash/settlement headline and reputational risk that investors will watch. NextEra contracted 4 GW of new generation projects in Q1 (mentions settlement)
NextEra Energy Trading Up 1.7%
Shares of NEE opened at $96.42 on Wednesday. The company’s fifty day simple moving average is $92.54 and its 200-day simple moving average is $87.02. The company has a market cap of $201.08 billion, a P/E ratio of 24.54, a P/E/G ratio of 2.79 and a beta of 0.74. The company has a current ratio of 0.54, a quick ratio of 0.44 and a debt-to-equity ratio of 1.41. NextEra Energy, Inc. has a twelve month low of $63.88 and a twelve month high of $97.63.
NextEra Energy (NYSE:NEE – Get Free Report) last released its quarterly earnings results on Thursday, April 23rd. The utilities provider reported $1.09 EPS for the quarter, topping analysts’ consensus estimates of $1.03 by $0.06. The firm had revenue of $6.70 billion during the quarter, compared to analysts’ expectations of $7.43 billion. NextEra Energy had a net margin of 29.36% and a return on equity of 12.25%. The firm’s revenue for the quarter was up 7.3% compared to the same quarter last year. During the same period in the previous year, the company earned $0.99 EPS. NextEra Energy has set its FY 2026 guidance at 3.920-4.02 EPS. As a group, analysts expect that NextEra Energy, Inc. will post 4 EPS for the current year.
NextEra Energy Increases Dividend
The firm also recently announced a quarterly dividend, which was paid on Monday, March 16th. Stockholders 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 dividend yield of 2.6%. The ex-dividend date of this dividend was Friday, February 27th. NextEra Energy’s payout ratio is currently 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.
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