Tounjian Advisory Partners LLC Has $617,000 Stake in NextEra Energy, Inc. $NEE

Tounjian Advisory Partners LLC reduced its holdings in NextEra Energy, Inc. (NYSE:NEE) by 44.4% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 8,166 shares of the utilities provider’s stock after selling 6,514 shares during the period. Tounjian Advisory Partners LLC’s holdings in NextEra Energy were worth $617,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of NEE. Norges Bank acquired a new position in shares of NextEra Energy in the 2nd quarter valued at $2,375,545,000. Vanguard Group Inc. lifted its stake in NextEra Energy by 2.7% in the second quarter. Vanguard Group Inc. now owns 212,877,021 shares of the utilities provider’s stock valued at $14,777,923,000 after buying an additional 5,554,603 shares during the period. Assenagon Asset Management S.A. boosted its holdings in NextEra Energy by 1,765.3% during the third quarter. Assenagon Asset Management S.A. now owns 3,968,305 shares of the utilities provider’s stock worth $299,567,000 after buying an additional 3,755,563 shares during the last quarter. Schroder Investment Management Group grew its position in shares of NextEra Energy by 18.7% during the 2nd quarter. Schroder Investment Management Group now owns 10,796,329 shares of the utilities provider’s stock worth $749,481,000 after buying an additional 1,701,648 shares during the period. Finally, Adage Capital Partners GP L.L.C. increased its stake in shares of NextEra Energy by 181.9% in the 2nd quarter. Adage Capital Partners GP L.L.C. now owns 2,185,513 shares of the utilities provider’s stock valued at $151,718,000 after acquiring an additional 1,410,200 shares during the last quarter. 78.72% of the stock is owned by institutional investors.

Insider Buying and Selling at NextEra Energy

In related news, CEO John W. Ketchum sold 99,603 shares of the stock in a transaction that occurred on Monday, February 9th. The stock was sold at an average price of $89.34, for a total transaction of $8,898,532.02. Following the completion of the transaction, the chief executive officer directly owned 305,933 shares of the company’s stock, valued at approximately $27,332,054.22. This represents a 24.56% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, EVP Charles E. Sieving sold 30,000 shares of the firm’s stock in a transaction that occurred on Wednesday, February 4th. The shares were sold at an average price of $90.00, for a total value of $2,700,000.00. Following the completion of the transaction, the executive vice president owned 167,481 shares of the company’s stock, valued at approximately $15,073,290. This represents a 15.19% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders have sold 159,049 shares of company stock worth $14,194,542. Insiders own 0.20% of the company’s stock.

NextEra Energy Stock Up 1.8%

NEE stock opened at $93.68 on Friday. The company has a debt-to-equity ratio of 1.35, a current ratio of 0.60 and a quick ratio of 0.49. The stock has a market capitalization of $195.18 billion, a P/E ratio of 28.47, a P/E/G ratio of 2.90 and a beta of 0.76. NextEra Energy, Inc. has a fifty-two week low of $61.72 and a fifty-two week high of $95.91. The business has a 50-day moving average of $86.09 and a 200-day moving average of $81.71.

NextEra Energy (NYSE:NEE) last released its quarterly earnings results on Tuesday, January 27th. The utilities provider reported $0.54 earnings per share for the quarter, topping analysts’ consensus estimates of $0.53 by $0.01. The firm had revenue of $6.50 billion during the quarter, compared to the consensus estimate of $7.07 billion. NextEra Energy had a return on equity of 12.18% and a net margin of 24.93%.The business’s revenue was up 20.7% on a year-over-year basis. During the same quarter in the prior year, the firm posted $0.53 EPS. On average, sell-side analysts anticipate that NextEra Energy, Inc. will post 3.68 earnings per share for the current fiscal year.

NextEra Energy Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Monday, March 16th. Investors of record on Friday, February 27th will be given a $0.6232 dividend. This represents a $2.49 dividend on an annualized basis and a yield of 2.7%. This is an increase from NextEra Energy’s previous quarterly dividend of $0.57. The ex-dividend date of this dividend is Friday, February 27th. NextEra Energy’s payout ratio is 69.00%.

NextEra Energy News Summary

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

• Positive Sentiment: Scale + AI tailwinds: MarketBeat highlights utilities — and NEE in particular — as beneficiaries of rising data‑center and AI power demand, noting analyst upgrades and strong YTD performance that support a longer‑term growth narrative. This reinforces the bull case that NextEra’s mix of regulated utility assets and renewables could see higher utilization and pricing over time. Utilities: The Unexpected AI Infrastructure Trade
• Neutral Sentiment: Valuation re‑assessment: A Yahoo Finance piece reviews NextEra’s strong one‑year shareholder returns and questions current valuation levels — useful context for investors deciding whether recent gains already reflect future growth. Assessing NextEra Energy (NEE) Valuation
• Neutral Sentiment: Unusually large call activity: Traders bought ~217,413 call options (a ~941% jump vs. typical daily call volume). This could signal speculative bullish positioning or structured hedging ahead of corporate events — outcome is ambiguous for longer‑term holders.
• Negative Sentiment: $2.0B equity units offering — dilution and near‑term pressure: NextEra priced a public offering of $2.0 billion of equity units (underwriters have an option for an additional $300M) to fund energy projects; the deal is expected to close March 3. The announcement prompted a selloff this week (shares fell notably on the news). Investors should weigh the growth use of proceeds against near‑term share dilution and increased float. NextEra to sell $2 billion of equity units NEE Stock Drops on $2B Equity Offering

Wall Street Analysts Forecast Growth

Several research analysts recently weighed in on the stock. BMO Capital Markets set a $95.00 price objective on shares of NextEra Energy in a research note on Thursday, January 29th. Mizuho set a $90.00 price target on shares of NextEra Energy and gave the stock a “neutral” rating in a research report on Wednesday, January 28th. Jefferies Financial Group set a $87.00 price target on shares of NextEra Energy in a report on Wednesday, January 14th. JPMorgan Chase & Co. raised their price objective on NextEra Energy from $94.00 to $97.00 and gave the stock an “overweight” rating in a research note on Thursday, December 11th. Finally, Wells Fargo & Company lifted their target price on NextEra Energy from $97.00 to $98.00 and gave the stock an “overweight” rating in a report on Tuesday, January 20th. Two investment analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and four have assigned a Hold rating to the company’s stock. According to MarketBeat, NextEra Energy has a consensus rating of “Moderate Buy” and a consensus price target of $93.47.

NextEra Energy 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.