NextEra Energy, Inc. $NEE Shares Newly Acquired by Nicollet Investment Management Inc.

Nicollet Investment Management Inc. acquired a new position in shares of NextEra Energy, Inc. (NYSE:NEE) in the 3rd quarter, Holdings Channel reports. The fund acquired 66,849 shares of the utilities provider’s stock, valued at approximately $5,063,000. NextEra Energy accounts for about 1.5% of Nicollet Investment Management Inc.’s portfolio, making the stock its 20th biggest holding.

Other hedge funds have also recently added to or reduced their stakes in the company. Kilter Group LLC acquired a new position in shares of NextEra Energy during the second quarter worth approximately $25,000. Manning & Napier Advisors LLC bought a new stake in shares of NextEra Energy in the second quarter valued at approximately $26,000. Pin Oak Investment Advisors Inc. acquired a new stake in shares of NextEra Energy in the second quarter worth $26,000. Osbon Capital Management LLC acquired a new stake in shares of NextEra Energy in the fourth quarter worth $27,000. Finally, Financial Life Planners bought a new position in NextEra Energy during the first quarter worth $30,000. Institutional investors own 78.72% of the company’s stock.

NextEra Energy Stock Performance

NEE stock traded up $0.02 during midday trading on Wednesday, hitting $78.24. The stock had a trading volume of 4,732,735 shares, compared to its average volume of 10,734,374. The firm has a market capitalization of $163.22 billion, a price-to-earnings ratio of 17.58, a P/E/G ratio of 2.41 and a beta of 0.64. NextEra Energy, Inc. has a 52 week low of $74.41 and a 52 week high of $98.75. The stock has a 50-day simple moving average of $81.49 and a 200 day simple moving average of $86.85. 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 (NYSE:NEE) last posted its quarterly earnings results on Friday, July 24th. The utilities provider reported $1.15 earnings per share for the quarter, topping analysts’ consensus estimates of $1.11 by $0.04. The firm had revenue of $7.53 billion for the quarter, compared to the consensus estimate of $8.11 billion. NextEra Energy had a net margin of 32.40% and a return on equity of 12.28%. The business’s revenue was up 12.4% compared to the same quarter last year. During the same quarter in the previous year, the company earned $1.05 earnings per share. NextEra Energy has set its FY 2026 guidance at 3.920-4.020 EPS. As a group, equities research analysts anticipate that NextEra Energy, Inc. will post 4.03 earnings per share for the current year.

NextEra Energy Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, September 15th. Stockholders of record on Friday, August 28th were given a dividend of $0.6232 per share. This represents a $2.49 annualized dividend and a dividend yield of 3.2%. The ex-dividend date was Friday, August 28th. NextEra Energy’s payout ratio is 55.96%.

Wall Street Analysts Forecast Growth

Several equities analysts recently commented on the stock. BMO Capital Markets upped their target price on shares of NextEra Energy from $94.00 to $96.00 and gave the company an “outperform” rating in a research note on Monday, July 27th. Weiss Ratings restated a “buy (b-)” rating on shares of NextEra Energy in a research report on Tuesday, September 8th. Sanford C. Bernstein restated an “outperform” rating and issued a $108.00 price target on shares of NextEra Energy in a research report on Monday, July 27th. Morgan Stanley set a $110.00 price objective on shares of NextEra Energy and gave the stock an “overweight” rating in a report on Wednesday. Finally, Erste Group Bank lowered shares of NextEra Energy from a “buy” rating to a “hold” rating in a research report on Thursday, June 25th. Eighteen research analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $99.65.

Trending Headlines about NextEra Energy

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

• Positive Sentiment: NextEra’s history of exceeding earnings expectations, together with favorable analyst-estimate trends and other indicators tracked by Zacks, is being cited as evidence that the company could beat consensus in its next quarterly report. Will NextEra Beat Estimates Again in Its Next Earnings Report?
• Positive Sentiment: KeyCorp raised its fourth-quarter 2026 EPS estimate to $0.49 from $0.44, while Wells Fargo reiterated a Buy rating and a $108 price target. The company’s earnings outlook is also viewed as supportive of continued dividend growth after 31 consecutive years of increases. Wells Fargo Keeps Buy Rating on NextEra Energy
• Neutral Sentiment: NextEra disclosed a proposed $15.5 million insurance-funded settlement in shareholder litigation, along with governance reforms lasting at least four years. The resolution could reduce legal uncertainty, although investors may continue monitoring the reforms and their effect on management oversight. Governance Settlement and Earnings Expectations Could Be a Game Changer
• Negative Sentiment: KeyCorp lowered its Q3 2026 EPS estimate to $1.23 from $1.34 and reduced its FY2026, FY2027, FY2029, and FY2030 forecasts slightly. Its FY2026 estimate of $3.96 is below the roughly $4.03 consensus, tempering the earnings-beat narrative. KeyCorp Estimate Changes
• Negative Sentiment: Morgan Stanley reportedly warned that higher interest rates could pressure valuations across clean-tech companies, including NextEra. Higher rates can raise financing costs and reduce the value investors assign to long-duration renewable-energy growth projects. Clean-Tech Firms Facing Valuation Impact on Higher Rates

NextEra Energy Company Profile

NextEra Energy, Inc is an electric power and energy infrastructure company headquartered in Juno Beach, Florida. Through its principal subsidiary, Florida Power & Light Company (FPL), the company generates, transmits, distributes and sells electricity to customers across Florida. FPL serves residential, commercial and industrial customers and operates a diverse generation portfolio that includes natural gas, solar, nuclear and other resources.

NextEra Energy’s other major business, NextEra Energy Resources, develops, owns and operates energy projects in the United States and Canada.