TrueMark Investments LLC Has $11.84 Million Position in NextEra Energy, Inc. $NEE

TrueMark Investments LLC decreased its stake in NextEra Energy, Inc. (NYSE:NEE) by 5.7% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 127,445 shares of the utilities provider’s stock after selling 7,704 shares during the period. NextEra Energy makes up 2.3% of TrueMark Investments LLC’s portfolio, making the stock its 7th largest holding. TrueMark Investments LLC’s holdings in NextEra Energy were worth $11,837,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also bought and sold shares of the stock. Anfield Capital Management LLC boosted its holdings in NextEra Energy by 692.3% in the 4th quarter. Anfield Capital Management LLC now owns 309 shares of the utilities provider’s stock valued at $25,000 after purchasing an additional 270 shares during the period. Laurel Wealth Advisors LLC bought a new position in shares of NextEra Energy during the 4th quarter worth about $25,000. Wealth Watch Advisors INC raised its position in shares of NextEra Energy by 223.8% during the fourth quarter. Wealth Watch Advisors INC now owns 327 shares of the utilities provider’s stock valued at $26,000 after buying an additional 226 shares during the last quarter. Osbon Capital Management LLC acquired a new position in shares of NextEra Energy during the fourth quarter valued at about $27,000. Finally, Quest 10 Wealth Builders Inc. lifted its stake in shares of NextEra Energy by 135.4% in the fourth quarter. Quest 10 Wealth Builders Inc. now owns 379 shares of the utilities provider’s stock valued at $30,000 after buying an additional 218 shares during the period. Institutional investors own 78.72% of the company’s stock.

NextEra Energy Stock Performance

NYSE NEE opened at $87.57 on Thursday. NextEra Energy, Inc. has a twelve month low of $67.20 and a twelve month high of $98.75. The company has a quick ratio of 0.44, a current ratio of 0.54 and a debt-to-equity ratio of 1.41. The stock has a market cap of $182.61 billion, a P/E ratio of 22.28, a PEG ratio of 2.53 and a beta of 0.68. The company’s 50-day simple moving average is $89.82 and its 200 day simple moving average is $88.35.

NextEra Energy (NYSE:NEE) last announced 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 company’s revenue for the quarter was up 7.3% compared to the same quarter last year. During the same quarter last year, the company earned $0.99 earnings per share. NextEra Energy has set its FY 2026 guidance at 3.920-4.02 EPS. As a group, research analysts forecast that NextEra Energy, Inc. will post 4.01 earnings per share for the current fiscal year.

NextEra Energy Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Monday, June 15th. Investors of record on Friday, June 5th were given a dividend of $0.6232 per share. This represents a $2.49 annualized dividend and a dividend yield of 2.8%. The ex-dividend date was Friday, June 5th. NextEra Energy’s dividend payout ratio (DPR) is 63.36%.

Key Stories Impacting NextEra Energy

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

• Positive Sentiment: Morgan Stanley raised its price target on NextEra Energy to $117 from $111 and kept an overweight rating, signaling expectations for more upside. Morgan Stanley adjusts NextEra Energy price target to 117 from 111, maintains overweight rating
• Positive Sentiment: Analyst commentary highlighted NextEra’s more than $94 billion capital plan through 2030, which supports expansion in Florida Power & Light, renewables, and storage and could drive long-term earnings growth. Can NextEra Energy’s Strategic Investments Fuel Long-Term Growth?
• Positive Sentiment: Investors are also focused on AI-related power demand, with several reports noting that the AI boom could boost electricity usage and benefit utilities like NextEra Energy. Why the AI Boom Could Trigger the Biggest Energy Trade in Decades
• Positive Sentiment: The stock was featured in articles calling it a reliable dividend holding, reinforcing its appeal for income-focused investors. 5 Reliable Dividend Stocks to Buy for Long-Term Investors
• Neutral Sentiment: Recent “investor attention” and market commentary articles reflect growing interest in the name, but do not add new fundamental information. NextEra Energy, Inc. (NEE) is Attracting Investor Attention: Here is What You Should Know
• Neutral Sentiment: One market update noted that NextEra Energy was moving higher even as the broader market slipped, but this was mainly a trading recap rather than a new company-specific catalyst. NextEra Energy (NEE) Increases Despite Market Slip: Here’s What You Need to Know
• Neutral Sentiment: Commentary pieces asking whether NextEra can sustain its market appeal largely echo existing themes around valuation, dividends, and growth outlook. Can NextEra Energy (NYSE:NEE) Sustain Its Market Appeal?

Analysts Set New Price Targets

Several equities analysts recently issued reports on NEE shares. BMO Capital Markets lowered their price target on NextEra Energy from $104.00 to $102.00 and set an “outperform” rating on the stock in a research note on Monday, May 18th. Jefferies Financial Group raised their price objective on NextEra Energy from $92.00 to $93.00 and gave the stock a “hold” rating in a research report on Tuesday, April 21st. JPMorgan Chase & Co. lifted their price objective on NextEra Energy from $100.00 to $105.00 and gave the stock an “overweight” rating in a report on Wednesday, May 13th. Wall Street Zen upgraded NextEra Energy from a “sell” rating to a “hold” rating in a research report on Saturday, June 20th. Finally, TD Cowen upped their target price on NextEra Energy from $99.00 to $101.00 and gave the company a “buy” rating in a research note on Monday, April 27th. Two investment analysts have rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and four have assigned a Hold rating to the stock. Based on data from MarketBeat, NextEra Energy currently has a consensus rating of “Moderate Buy” and an average price target of $99.86.

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.