WCG Wealth Advisors LLC Invests $1.13 Million in NextEra Energy, Inc. $NEE

WCG Wealth Advisors LLC purchased a new position in shares of NextEra Energy, Inc. (NYSE:NEE) during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund purchased 14,062 shares of the utilities provider’s stock, valued at approximately $1,129,000.

A number of other large investors have also modified their holdings of the business. 3Chopt Investment Partners LLC increased its position in shares of NextEra Energy by 0.8% in the fourth quarter. 3Chopt Investment Partners LLC now owns 14,105 shares of the utilities provider’s stock valued at $1,132,000 after buying an additional 114 shares in the last quarter. Isthmus Partners LLC increased its position in shares of NextEra Energy by 1.9% in the third quarter. Isthmus Partners LLC now owns 6,590 shares of the utilities provider’s stock valued at $497,000 after buying an additional 120 shares in the last quarter. Williams Jones Wealth Management LLC. increased its position in shares of NextEra Energy by 0.4% in the third quarter. Williams Jones Wealth Management LLC. now owns 30,147 shares of the utilities provider’s stock valued at $2,276,000 after buying an additional 125 shares in the last quarter. Westmount Partners LLC increased its position in shares of NextEra Energy by 1.9% in the fourth quarter. Westmount Partners LLC now owns 6,660 shares of the utilities provider’s stock valued at $535,000 after buying an additional 125 shares in the last quarter. Finally, Crew Capital Management Ltd increased its position in shares of NextEra Energy by 3.9% in the fourth quarter. Crew Capital Management Ltd now owns 3,347 shares of the utilities provider’s stock valued at $269,000 after buying an additional 125 shares in the last quarter. Hedge funds and other institutional investors own 78.72% of the company’s stock.

Insider Buying and Selling at NextEra Energy

In other NextEra Energy news, EVP Terrell Kirk Crews II sold 19,672 shares of the company’s stock in a transaction on Monday, March 9th. The stock was sold at an average price of $90.27, for a total value of $1,775,791.44. Following the completion of the sale, the executive vice president directly owned 73,857 shares in the company, valued at $6,667,071.39. This represents a 21.03% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, Treasurer James Michael May sold 7,161 shares of the company’s stock in a transaction on Monday, March 9th. The shares were sold at an average price of $90.27, for a total value of $646,423.47. Following the completion of the sale, the treasurer owned 26,719 shares of the company’s stock, valued at approximately $2,411,924.13. The trade was a 21.14% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 31,767 shares of company stock worth $2,881,077 in the last three months. 0.18% of the stock is owned by corporate insiders.

Wall Street Analyst Weigh In

A number of research firms have recently commented on NEE. Wells Fargo & Company set a $102.00 price objective on NextEra Energy and gave the company an “overweight” rating in a research report on Friday, April 24th. BMO Capital Markets cut their price objective on NextEra Energy from $104.00 to $102.00 and set an “outperform” rating for the company in a research report on Monday, May 18th. Barclays set a $90.00 price objective on NextEra Energy and gave the company an “equal weight” rating in a research report on Tuesday, May 26th. Jefferies Financial Group boosted their price target on NextEra Energy from $92.00 to $93.00 and gave the stock a “hold” rating in a research report on Tuesday, April 21st. Finally, Wall Street Zen cut NextEra Energy from a “hold” rating to a “sell” rating in a research report on Saturday, March 28th. One investment analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and four have issued a Hold rating to the stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $99.20.

NextEra Energy Stock Up 0.2%

Shares of NEE opened at $85.86 on Friday. The company has a debt-to-equity ratio of 1.41, a quick ratio of 0.44 and a current ratio of 0.54. NextEra Energy, Inc. has a one year low of $67.20 and a one year high of $98.75. The stock has a market capitalization of $179.05 billion, a price-to-earnings ratio of 21.85, a PEG ratio of 2.51 and a beta of 0.68. The stock has a 50 day moving average price of $91.66 and a 200 day moving average price of $88.22.

NextEra Energy (NYSE:NEE) last issued its quarterly 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 during 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 revenue for the quarter was up 7.3% on a year-over-year basis. During the same period in the previous year, the business earned $0.99 earnings per share. NextEra Energy has set its FY 2026 guidance at 3.920-4.02 EPS. Equities research analysts forecast that NextEra Energy, Inc. will post 4.01 earnings per share for the current fiscal year.

NextEra Energy Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Monday, June 15th. Shareholders of record on Friday, June 5th will be issued a $0.6232 dividend. This represents a $2.49 annualized dividend and a yield of 2.9%. The ex-dividend date is Friday, June 5th. NextEra Energy’s dividend payout ratio is presently 63.36%.

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.