NextEra Energy, Inc. $NEE Shares Bought by RiverFront Investment Group LLC

RiverFront Investment Group LLC raised its position in NextEra Energy, Inc. (NYSE:NEE) by 91.4% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 17,755 shares of the utilities provider’s stock after acquiring an additional 8,477 shares during the period. RiverFront Investment Group LLC’s holdings in NextEra Energy were worth $1,425,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors also recently bought and sold shares of the company. Vanguard Group Inc. boosted its stake in NextEra Energy by 1.0% in the fourth quarter. Vanguard Group Inc. now owns 216,033,697 shares of the utilities provider’s stock valued at $17,343,185,000 after acquiring an additional 2,234,176 shares in the last quarter. Legal & General Group Plc lifted its stake in shares of NextEra Energy by 2.3% during 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 buying an additional 373,088 shares during the period. Amundi lifted its stake in shares of NextEra Energy by 16.7% during the third quarter. Amundi now owns 12,461,783 shares of the utilities provider’s stock worth $1,012,129,000 after buying an additional 1,780,881 shares during the period. Bessemer Group Inc. lifted its stake in shares of NextEra Energy by 6.7% during the fourth quarter. Bessemer Group Inc. now owns 9,387,467 shares of the utilities provider’s stock worth $753,625,000 after buying an additional 592,883 shares during the period. Finally, Pictet Asset Management Holding SA lifted its stake in shares of NextEra Energy by 47.3% during 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 buying an additional 2,972,924 shares during the period. 78.72% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity at NextEra Energy

In related news, EVP Nicole J. Daggs sold 4,934 shares of the business’s stock in a transaction on Friday, March 13th. The shares were sold at an average price of $93.00, for a total transaction of $458,862.00. Following the completion of the transaction, the executive vice president directly owned 16,905 shares in the company, valued at $1,572,165. The trade was a 22.59% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, EVP Terrell Kirk Crews II sold 19,672 shares of the company’s stock in a transaction dated 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 completion of the transaction, the executive vice president owned 73,857 shares of the company’s stock, valued at approximately $6,667,071.39. This trade represents a 21.03% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 31,767 shares of company stock worth $2,881,077 over the last three months. Company insiders own 0.18% of the company’s stock.

Analysts Set New Price Targets

NEE has been the subject of several research reports. Wells Fargo & Company set a $102.00 price objective on shares of NextEra Energy and gave the stock an “overweight” rating in a research note on Friday, April 24th. Weiss Ratings upgraded shares of NextEra Energy from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Monday, April 27th. UBS Group upped their target price on NextEra Energy from $91.00 to $104.00 and gave the company a “buy” rating in a research report on Thursday, March 5th. Morgan Stanley set a $108.00 target price on NextEra Energy and gave the company an “overweight” rating in a research report on Friday, April 17th. Finally, The Goldman Sachs Group upped their target price on NextEra Energy from $94.00 to $98.00 and gave the company a “buy” rating in a research report on Wednesday, January 28th. One research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and four have given a Hold rating to the company. According to MarketBeat, NextEra Energy currently has a consensus rating of “Moderate Buy” and a consensus price target of $99.00.

NextEra Energy Trading Down 4.7%

NYSE NEE opened at $88.99 on Tuesday. The company has a market capitalization of $185.57 billion, a PE ratio of 22.64, a P/E/G ratio of 2.74 and a beta of 0.73. The company has a fifty day moving average of $92.90 and a 200 day moving average of $87.86. NextEra Energy, Inc. has a 1 year low of $63.88 and a 1 year high of $98.75. The company has a debt-to-equity ratio of 1.41, a current ratio of 0.54 and a quick ratio of 0.44.

NextEra Energy (NYSE:NEE) last posted its earnings results on Thursday, April 23rd. The utilities provider reported $1.09 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.03 by $0.06. The company had revenue of $6.70 billion during the quarter, compared to the consensus estimate of $7.43 billion. NextEra Energy had a net margin of 29.36% and a return on equity of 12.25%. The firm’s quarterly revenue was up 7.3% on a year-over-year basis. During the same period in the previous year, the firm posted $0.99 earnings per share. NextEra Energy has set its FY 2026 guidance at 3.920-4.02 EPS. Research analysts forecast that NextEra Energy, Inc. will post 4.01 earnings per share for the current year.

Key NextEra Energy News

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

• Positive Sentiment: The merger could make NextEra the world’s largest regulated electric utility, expanding its footprint across Florida, Virginia, the Carolinas, and a major AI-heavy power market in Northern Virginia, which may support long-term growth. NextEra-Dominion Merger Creates a New Utility Giant for the AI Age
• Positive Sentiment: Multiple reports frame the deal as a way to capitalize on rising power demand from AI data centers, a structural trend that could boost utility revenue growth for years. NextEra Energy and Dominion to merge, combining two key players in the race to power AI data centers
• Neutral Sentiment: Broader energy stocks also traded firmer late Monday, which may have provided some sector support even as NextEra’s own shares came under pressure. Sector Update: Energy Stocks Gain Late Afternoon
• Negative Sentiment: Investors are weighing the complexity of a huge transaction, including regulatory approvals, shareholder votes, and likely legal scrutiny, which can create uncertainty for NextEra near term. NextEra Energy to buy Dominion in $66.8 billion US power deal amid AI boom
• Negative Sentiment: The all-stock structure raises dilution concerns for existing NEE holders, helping explain why the market has been cautious despite the strategic rationale. Why NextEra Energy Stock Fell 5.4% Today

NextEra Energy Company 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.