Evelyn Partners Investment Management LLP Grows Position in NextEra Energy, Inc. $NEE

Evelyn Partners Investment Management LLP boosted its holdings in shares of NextEra Energy, Inc. (NYSE:NEE) by 14.3% during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 463,794 shares of the utilities provider’s stock after acquiring an additional 58,179 shares during the period. NextEra Energy comprises about 1.2% of Evelyn Partners Investment Management LLP’s portfolio, making the stock its 19th largest position. Evelyn Partners Investment Management LLP’s holdings in NextEra Energy were worth $43,077,000 at the end of the most recent quarter.

A number of other institutional investors have also added to or reduced their stakes in NEE. Laurel Wealth Advisors LLC purchased a new stake in shares of NextEra Energy in the 4th quarter worth approximately $25,000. Anfield Capital Management LLC increased its holdings in NextEra Energy by 692.3% during the fourth quarter. Anfield Capital Management LLC now owns 309 shares of the utilities provider’s stock valued at $25,000 after buying an additional 270 shares during the period. Wealth Watch Advisors INC increased its holdings in 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 period. Osbon Capital Management LLC bought a new position in NextEra Energy in the fourth quarter worth approximately $27,000. Finally, Strive Asset Management LLC bought a new position in NextEra Energy in the third quarter worth approximately $29,000. Hedge funds and other institutional investors own 78.72% of the company’s stock.

Wall Street Analysts Forecast Growth

NEE has been the subject of several recent research reports. Wall Street Zen raised NextEra Energy from a “sell” rating to a “hold” rating in a research report on Sunday, July 12th. Weiss Ratings downgraded NextEra Energy from a “buy (b)” rating to a “buy (b-)” rating in a research note on Thursday, June 11th. DA Davidson boosted their target price on shares of NextEra Energy from $95.00 to $105.00 and gave the stock a “buy” rating in a research report on Tuesday, May 5th. HC Wainwright reissued a “buy” rating on shares of NextEra Energy in a report on Monday. Finally, Evercore reissued an “outperform” rating and issued a $107.00 target price on shares of NextEra Energy in a research report on Monday, May 4th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating and six have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $99.36.

NextEra Energy News Roundup

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

• Positive Sentiment: NextEra highlighted accelerating power demand tied to artificial intelligence and data centers, including a 35.1-gigawatt backlog and emerging data-center hubs. Management maintained its long-term earnings-growth targets, reinforcing the potential for incremental utility and renewable investment. NEE Q2 Earnings Call Highlights Power Demand Growth
• Positive Sentiment: The company’s latest quarterly results exceeded expectations: earnings were $1.15 per share versus the $1.03 consensus, while revenue reached $7.53 billion, up 12.4% year over year and above forecasts. NextEra also provided fiscal 2026 EPS guidance of $3.92 to $4.02. KeyCorp Weighs in on NextEra Energy’s Q2 Earnings
• Positive Sentiment: BMO Capital Markets raised its price target for NEE to $96 from $94 and reiterated an “outperform” rating, signaling confidence in the company’s demand outlook and earnings trajectory. BMO Raises NextEra Energy Price Target
• Neutral Sentiment: Analyst comparisons with GE Vernova frame NextEra as an owner of the power-generation assets serving the AI economy rather than an equipment supplier. The distinction supports NEE’s long-term growth case but also highlights that data-center demand must translate into actual projects and power contracts. AI Energy Bottleneck: Buy GE Vernova or NextEra Energy on AI Pivot?
• Negative Sentiment: Utilities remain highly sensitive to interest-rate expectations because of their debt needs and income-oriented valuations. Rate-related uncertainty may be offsetting the positive earnings and AI-demand news, helping explain the stock’s weaker performance despite supportive company-specific developments. NextEra Energy Firms as a Rate Decision Puts Utilities in Focus

NextEra Energy Stock Performance

NEE opened at $88.80 on Tuesday. The company has a current ratio of 0.53, a quick ratio of 0.44 and a debt-to-equity ratio of 1.45. NextEra Energy, Inc. has a 12-month low of $69.24 and a 12-month high of $98.75. The firm has a 50 day moving average of $87.37 and a two-hundred day moving average of $89.59. The firm has a market capitalization of $185.18 billion, a PE ratio of 19.96, a P/E/G ratio of 2.46 and a beta of 0.67.

NextEra Energy (NYSE:NEE) last released its quarterly earnings data on Friday, July 24th. The utilities provider reported $1.15 earnings per share for the quarter, topping analysts’ consensus estimates of $1.03 by $0.12. NextEra Energy had a net margin of 32.40% and a return on equity of 12.28%. The firm had revenue of $7.53 billion for the quarter, compared to analyst estimates of $7.27 billion. During the same quarter in the prior year, the business earned $1.05 earnings per share. The business’s quarterly revenue was up 12.4% compared to the same quarter last year. NextEra Energy has set its FY 2026 guidance at 3.920-4.020 EPS. On average, analysts anticipate that NextEra Energy, Inc. will post 4 EPS for the current year.

NextEra Energy Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Monday, June 15th. Shareholders of record on Friday, June 5th were issued a $0.6232 dividend. This represents a $2.49 annualized dividend and a yield of 2.8%. The ex-dividend date of this dividend was Friday, June 5th. NextEra Energy’s dividend payout ratio is presently 55.96%.

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.