Spartan Wealth Advisory Services LLC Makes New $695,000 Investment in NextEra Energy, Inc. $NEE

Spartan Wealth Advisory Services LLC bought a new position in shares of NextEra Energy, Inc. (NYSE:NEE) in the 1st quarter, according to its most recent 13F filing with the SEC. The fund bought 7,483 shares of the utilities provider’s stock, valued at approximately $695,000.

Other institutional investors also recently modified their holdings of the company. Norges Bank acquired a new stake in shares of NextEra Energy in the 4th quarter valued at approximately $2,816,327,000. Employees Provident Fund Board acquired a new position in NextEra Energy during the fourth quarter valued at approximately $240,840,000. Pictet Asset Management Holding SA grew its holdings in 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 valued at $742,913,000 after purchasing an additional 2,972,924 shares during the period. Vanguard Group Inc. increased 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 purchasing an additional 2,234,176 shares in the last quarter. Finally, Amundi increased its stake in NextEra Energy by 16.7% in the third quarter. Amundi now owns 12,461,783 shares of the utilities provider’s stock valued at $1,012,129,000 after purchasing an additional 1,780,881 shares in the last quarter. 78.72% of the stock is currently owned by institutional investors and hedge funds.

Key Headlines Impacting NextEra Energy

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 Stock Performance

NEE opened at $88.73 on Monday. The company has a market capitalization of $185.04 billion, a price-to-earnings ratio of 22.58, a P/E/G ratio of 2.43 and a beta of 0.67. The business’s 50-day moving average price is $87.94 and its two-hundred day moving average price is $89.24. NextEra Energy, Inc. has a 1 year low of $69.24 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 quarterly earnings data on Thursday, April 23rd. The utilities provider reported $1.09 earnings per share for the quarter, topping the consensus estimate of $1.03 by $0.06. NextEra Energy had a return on equity of 12.25% and a net margin of 29.36%.The company had revenue of $6.70 billion during the quarter, compared to analysts’ expectations of $7.43 billion. During the same period in the prior year, the firm earned $0.99 earnings per share. NextEra Energy’s revenue for the quarter was up 7.3% compared to the same quarter last year. NextEra Energy has set its FY 2026 guidance at 3.920-4.02 EPS. Equities analysts expect that NextEra Energy, Inc. will post 4.01 EPS for the current fiscal year.

NextEra Energy Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Monday, June 15th. Stockholders of record on Friday, June 5th were paid 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 of this dividend was Friday, June 5th. NextEra Energy’s dividend payout ratio (DPR) is currently 63.36%.

Analyst Upgrades and Downgrades

Several analysts recently commented on the company. Evercore reaffirmed an “outperform” rating and set a $107.00 price objective on shares of NextEra Energy in a research note on Monday, May 4th. Bank of America decreased their target price on NextEra Energy from $95.00 to $93.00 and set a “neutral” rating for the company in a research note on Monday, July 13th. Jefferies Financial Group set a $94.00 price target on NextEra Energy in a report on Tuesday, July 14th. Wall Street Zen raised NextEra Energy from a “sell” rating to a “hold” rating in a research report on Sunday, July 12th. Finally, HSBC lifted their price objective on NextEra Energy from $103.00 to $106.00 and gave the company a “buy” rating in a report on Tuesday, April 28th. Two equities research analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and six have assigned a Hold rating to the stock. According to data from MarketBeat, NextEra Energy currently has an average rating of “Moderate Buy” and a consensus target price of $99.64.

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.