Winthrop Partners WNY LLC Makes New $821,000 Investment in NextEra Energy, Inc. $NEE

Winthrop Partners WNY LLC bought a new stake in NextEra Energy, Inc. (NYSE:NEE) during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor bought 10,231 shares of the utilities provider’s stock, valued at approximately $821,000.

Several other institutional investors and hedge funds also recently made changes to their positions in NEE. Anfield Capital Management LLC boosted its stake in NextEra Energy by 692.3% during the 4th quarter. Anfield Capital Management LLC now owns 309 shares of the utilities provider’s stock valued at $25,000 after acquiring an additional 270 shares during the last quarter. Laurel Wealth Advisors LLC bought a new stake in shares of NextEra Energy in the 4th quarter worth about $25,000. Wealth Watch Advisors INC increased its position in shares of NextEra Energy by 223.8% in the 4th quarter. Wealth Watch Advisors INC now owns 327 shares of the utilities provider’s stock worth $26,000 after purchasing an additional 226 shares during the last quarter. Quest 10 Wealth Builders Inc. raised its stake in shares of NextEra Energy by 135.4% in the 4th quarter. Quest 10 Wealth Builders Inc. now owns 379 shares of the utilities provider’s stock valued at $30,000 after purchasing an additional 218 shares in the last quarter. Finally, Strive Asset Management LLC acquired a new stake in shares of NextEra Energy in the 3rd quarter valued at about $29,000. 78.72% of the stock is currently owned by hedge funds and other institutional investors.

Key Headlines Impacting NextEra Energy

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

• Positive Sentiment: Sanford C. Bernstein upgraded NextEra Energy (NEE) to strong-buy, reinforcing bullish sentiment around the company’s utility scale, clean-energy portfolio, and earnings outlook.
• Positive Sentiment: UBS analyst William Appicelli initiated a Buy rating, citing potential synergy gains from the Dominion transaction and upside tied to rising power demand from data centers.
• Positive Sentiment: Several recent articles highlighted NEE as a beneficiary of structural electricity demand growth, especially from artificial intelligence data centers, EV adoption, and the broader need for reliable baseload power.
• Positive Sentiment: One analysis argued the stock could be undervalued based on the Dominion data-center story, suggesting investors may be underestimating future growth potential. NextEra Energy (NEE) Stock Could Be 8.5% Undervalued on Its Dominion Data Center Story
• Positive Sentiment: Coverage also emphasized NextEra’s clean-energy expansion, renewables backlog, and stable cash flow generation, which support its long-term earnings growth profile. Will NextEra Gain by Generating Power From Multiple Clean Sources?
• Neutral Sentiment: The latest Zacks note said NEE recently outperformed the market in a single session, reflecting renewed interest, but the stock has still been under pressure over the prior month and quarter. NextEra Energy (NEE) Laps the Stock Market: Here’s Why

NextEra Energy Trading Down 0.1%

NextEra Energy stock opened at $86.67 on Friday. The firm has a 50 day simple moving average of $90.24 and a 200-day simple moving average of $88.27. The company has a debt-to-equity ratio of 1.41, a current ratio of 0.54 and a quick ratio of 0.44. The stock has a market capitalization of $180.73 billion, a PE ratio of 22.05, a price-to-earnings-growth ratio of 2.54 and a beta of 0.68. NextEra Energy, Inc. has a 12-month low of $67.20 and a 12-month high of $98.75.

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

NextEra Energy Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Monday, June 15th. Investors of record on Friday, June 5th were given a dividend of $0.6232 per share. This represents a $2.49 annualized dividend and a yield of 2.9%. The ex-dividend date of this dividend was Friday, June 5th. NextEra Energy’s payout ratio is presently 63.36%.

Wall Street Analyst Weigh In

Several research analysts have recently commented on NEE shares. Wall Street Zen upgraded NextEra Energy from a “sell” rating to a “hold” rating in a research report on Saturday. TD Cowen upped their price target on NextEra Energy from $99.00 to $101.00 and gave the company a “buy” rating in a research report on Monday, April 27th. Sanford C. Bernstein set a $107.00 price objective on NextEra Energy and gave the stock an “outperform” rating in a research note on Tuesday. Evercore reaffirmed an “outperform” rating and issued a $107.00 price objective on shares of NextEra Energy in a report on Monday, May 4th. Finally, Barclays set a $90.00 target price on shares of NextEra Energy and gave the company an “equal weight” rating in a research note on Tuesday, May 26th. Two research analysts have rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and four have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $99.57.

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.