41,404 Shares in NextEra Energy, Inc. $NEE Purchased by Atlas Wealth LLC

Atlas Wealth LLC bought a new stake in NextEra Energy, Inc. (NYSE:NEE) in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund bought 41,404 shares of the utilities provider’s stock, valued at approximately $4,004,000.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Indivisible Partners purchased a new position in NextEra Energy during the 4th quarter valued at about $1,355,000. Carnegie Investment Counsel lifted its position in shares of NextEra Energy by 9.4% during the 4th quarter. Carnegie Investment Counsel now owns 458,141 shares of the utilities provider’s stock valued at $36,780,000 after buying an additional 39,250 shares in the last quarter. Swedbank AB raised its holdings in NextEra Energy by 13.4% during the fourth quarter. Swedbank AB now owns 1,016,630 shares of the utilities provider’s stock valued at $81,615,000 after acquiring an additional 120,389 shares during the period. Fisher Funds Management LTD lifted its position in shares of NextEra Energy by 3.5% in the fourth quarter. Fisher Funds Management LTD now owns 619,640 shares of the utilities provider’s stock worth $49,884,000 after buying an additional 20,709 shares in the last quarter. Finally, MGO One Seven LLC increased its holdings in shares of NextEra Energy by 12.1% in the 4th quarter. MGO One Seven LLC now owns 137,251 shares of the utilities provider’s stock worth $11,018,000 after buying an additional 14,828 shares during the last quarter. Institutional investors own 78.72% of the company’s stock.

Wall Street Analysts Forecast Growth

NEE has been the topic of a number of research reports. Wells Fargo & Company set a $102.00 target price on shares of NextEra Energy and gave the stock an “overweight” rating in a research report on Friday, April 24th. Weiss Ratings cut shares of NextEra Energy from a “buy (b)” rating to a “buy (b-)” rating in a research note on Thursday, June 11th. Mizuho raised their price objective on NextEra Energy from $90.00 to $95.00 and gave the stock a “neutral” rating in a research note on Wednesday, April 15th. Erste Group Bank lowered shares of NextEra Energy from a “buy” rating to a “hold” rating in a report on Thursday, June 25th. Finally, Wall Street Zen upgraded shares of NextEra Energy from a “sell” rating to a “hold” rating in a research report on Sunday, July 12th. Two investment analysts have rated the stock with a Strong Buy rating, fifteen have given a Buy rating and six have assigned a Hold rating to the stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $99.64.

Key NextEra Energy News

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

• Positive Sentiment: Several pieces highlighted NextEra as one of the better-positioned utility names, citing its strong customer base, large capital spending plans, and exposure to long-term power demand growth. 4 Utility Electric Power Stocks to Buy Amid Industry Headwinds
• Positive Sentiment: Articles on wind energy and AI-driven electricity demand framed NEE as a beneficiary of expanding U.S. wind capacity and rising power needs from data centers and electrification. Top Wind Energy Stocks to Add to Your Portfolio for Solid Long-Term Returns
• Positive Sentiment: Analyst commentary cited a consensus price target near $99.90, suggesting Wall Street still sees upside from current levels. NextEra Energy, Inc. Receives $99.90 Consensus Target Price from Analysts
• Positive Sentiment: NextEra’s battery-storage expansion was highlighted as supporting grid reliability and renewable integration, reinforcing the company’s clean-energy growth story. Can NextEra’s Battery Storage Boost the Clean Energy Transition?
• Positive Sentiment: The proposed merger with Dominion Energy could create the largest regulated utility in the U.S., expand NextEra’s footprint across fast-growing southeastern states, and add scale in renewables, storage, nuclear, and natural gas. NextEra Energy and Dominion Energy file to combine…
• Neutral Sentiment: Some recent coverage focused on NextEra’s role in meeting rising electricity demand, especially from AI and broader infrastructure needs, but these pieces were more thematic than event-driven. Why Is NextEra Energy Central to AI Electricity?
• Neutral Sentiment: The Dominion deal also comes with meaningful regulatory risk and a long expected timeline, with approval required from multiple agencies and a targeted closing in the second half of 2027. NextEra Energy and Dominion Energy file to combine…

NextEra Energy Price Performance

NEE opened at $88.73 on Friday. The stock has a market capitalization of $185.04 billion, a PE ratio of 22.58, a P/E/G ratio of 2.44 and a beta of 0.67. The company has a debt-to-equity ratio of 1.41, a quick ratio of 0.44 and a current ratio of 0.54. The company’s 50 day simple moving average is $87.94 and its 200 day simple moving average is $89.18. NextEra Energy, Inc. has a 1 year low of $69.24 and a 1 year high of $98.75.

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

NextEra Energy Announces Dividend

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

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.