Energy Income Partners LLC Raises Position in NextEra Energy, Inc. $NEE

Energy Income Partners LLC grew its holdings in shares of NextEra Energy, Inc. (NYSE:NEE) by 1.3% in the first quarter, HoldingsChannel reports. The fund owned 817,507 shares of the utilities provider’s stock after purchasing an additional 10,520 shares during the quarter. Energy Income Partners LLC’s holdings in NextEra Energy were worth $75,930,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds and other institutional investors have also recently modified their holdings of the stock. Brighton Jones LLC grew its stake in shares of NextEra Energy by 7.0% during the 4th quarter. Brighton Jones LLC now owns 28,282 shares of the utilities provider’s stock valued at $2,028,000 after acquiring an additional 1,840 shares during the period. Revolve Wealth Partners LLC increased its holdings in NextEra Energy by 6.5% in the 4th quarter. Revolve Wealth Partners LLC now owns 4,854 shares of the utilities provider’s stock worth $348,000 after acquiring an additional 298 shares in the last quarter. Acadian Asset Management LLC increased its holdings in NextEra Energy by 38.4% in the 1st quarter. Acadian Asset Management LLC now owns 12,542 shares of the utilities provider’s stock worth $887,000 after acquiring an additional 3,479 shares in the last quarter. Sivia Capital Partners LLC raised its stake in NextEra Energy by 18.1% during the 2nd quarter. Sivia Capital Partners LLC now owns 5,563 shares of the utilities provider’s stock worth $386,000 after acquiring an additional 852 shares during the period. Finally, United Bank raised its stake in NextEra Energy by 2.9% during the 2nd quarter. United Bank now owns 15,596 shares of the utilities provider’s stock worth $1,083,000 after acquiring an additional 444 shares during the period. 78.72% of the stock is currently owned by hedge funds and other institutional investors.

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

Wall Street Analyst Weigh In

A number of research firms have weighed in on NEE. Sanford C. Bernstein reiterated an “outperform” rating and issued a $108.00 price target on shares of NextEra Energy in a research report on Monday. Barclays set a $91.00 price objective on shares of NextEra Energy and gave the company an “equal weight” rating in a research report on Tuesday, July 7th. Jefferies Financial Group set a $94.00 target price on shares of NextEra Energy in a research note on Tuesday, July 14th. Weiss Ratings cut shares of NextEra Energy from a “buy (b)” rating to a “buy (b-)” rating in a research note on Thursday, June 11th. Finally, Bank of America dropped their target price on shares of NextEra Energy from $95.00 to $93.00 and set a “neutral” rating for the company in a report on Monday, July 13th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating and six have issued a Hold rating to the company. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $99.36.

NextEra Energy Stock Down 1.1%

NYSE NEE opened at $88.80 on Tuesday. NextEra Energy, Inc. has a 12 month low of $69.24 and a 12 month high of $98.75. The company has a current ratio of 0.53, a quick ratio of 0.44 and a debt-to-equity ratio of 1.45. The stock has a market cap of $185.18 billion, a PE ratio of 19.96, a P/E/G ratio of 2.46 and a beta of 0.67. The stock’s 50 day moving average is $87.37 and its 200 day moving average is $89.59.

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

NextEra Energy Dividend Announcement

The business 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 dividend on an annualized basis and a yield of 2.8%. The ex-dividend date was Friday, June 5th. NextEra Energy’s payout ratio is currently 55.96%.

About NextEra Energy

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.