NextEra Energy, Inc. $NEE Shares Bought by Assenagon Asset Management S.A.

Assenagon Asset Management S.A. grew its position in shares of NextEra Energy, Inc. (NYSE:NEE) by 80.5% during the 2nd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 2,097,509 shares of the utilities provider’s stock after purchasing an additional 935,240 shares during the quarter. Assenagon Asset Management S.A.’s holdings in NextEra Energy were worth $184,098,000 as of its most recent filing with the SEC.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Brighton Jones LLC boosted its position in shares of NextEra Energy by 7.0% in the 4th quarter. Brighton Jones LLC now owns 28,282 shares of the utilities provider’s stock valued at $2,028,000 after purchasing an additional 1,840 shares during the period. Revolve Wealth Partners LLC grew its stake in NextEra Energy by 6.5% during the 4th quarter. Revolve Wealth Partners LLC now owns 4,854 shares of the utilities provider’s stock worth $348,000 after buying an additional 298 shares during the last quarter. Acadian Asset Management LLC increased its position in NextEra Energy by 38.4% during the first quarter. Acadian Asset Management LLC now owns 12,542 shares of the utilities provider’s stock worth $887,000 after buying an additional 3,479 shares during the period. Sivia Capital Partners LLC increased its position in NextEra Energy by 18.1% during the second quarter. Sivia Capital Partners LLC now owns 5,563 shares of the utilities provider’s stock worth $386,000 after buying an additional 852 shares during the period. Finally, United Bank increased its position in NextEra Energy by 2.9% during the second quarter. United Bank now owns 15,596 shares of the utilities provider’s stock worth $1,083,000 after buying an additional 444 shares during the period. Institutional investors and hedge funds own 78.72% of the company’s stock.

Wall Street Analyst Weigh In

NEE has been the subject of a number of research reports. BTIG Research reiterated a “buy” rating and issued a $112.00 price objective on shares of NextEra Energy in a research note on Friday, April 24th. TD Cowen raised their target price on shares of NextEra Energy from $99.00 to $101.00 and gave the stock a “buy” rating in a research report on Monday, April 27th. HSBC lifted their target price on shares of NextEra Energy from $103.00 to $106.00 and gave the company a “buy” rating in a report on Tuesday, April 28th. Mizuho set a $95.00 price target on shares of NextEra Energy in a research report on Monday, July 27th. Finally, Barclays set a $91.00 price target on shares of NextEra Energy and gave the stock an “equal weight” rating in a research note on Tuesday, July 7th. One 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’s stock. Based on data from MarketBeat.com, NextEra Energy has an average rating of “Moderate Buy” and an average target price of $99.36.

NextEra Energy Stock Down 1.5%

NextEra Energy stock opened at $84.64 on Friday. The stock has a 50 day moving average of $87.16 and a two-hundred day moving average of $89.93. NextEra Energy, Inc. has a twelve month low of $69.24 and a twelve month high of $98.75. The stock has a market capitalization of $176.55 billion, a price-to-earnings ratio of 19.02, a PEG ratio of 2.35 and a beta of 0.67. 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 released its earnings results on Friday, July 24th. The utilities provider reported $1.15 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.11 by $0.04. NextEra Energy had a return on equity of 12.28% and a net margin of 32.40%.The business had revenue of $7.53 billion for the quarter, compared to analyst estimates of $8.11 billion. During the same quarter in the previous year, the company posted $1.05 earnings per share. The company’s revenue for the quarter was up 12.4% compared to the same quarter last year. NextEra Energy has set its FY 2026 guidance at 3.920-4.020 EPS. As a group, research analysts expect that NextEra Energy, Inc. will post 4.01 earnings per share for the current year.

NextEra Energy Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 15th. Shareholders of record on Friday, August 28th will be paid a $0.6232 dividend. This represents a $2.49 annualized dividend and a yield of 2.9%. The ex-dividend date of this dividend is Friday, August 28th. NextEra Energy’s payout ratio is currently 55.96%.

Key NextEra Energy News

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

• Positive Sentiment: The proposed Dominion acquisition could create the nation’s largest regulated utility, serving more than 10 million customers across Florida, Virginia, North Carolina and South Carolina. Supporters argue the combination could improve grid scale, generation capacity and the ability to serve rapidly growing electricity demand from data centers and artificial intelligence. Can NextEra Energy Reshape the Grid Through a Landmark Combination?
• Positive Sentiment: Broader power-demand trends remain favorable for utilities and power-equipment suppliers, as data-center expansion and SpaceX’s expected computing needs could increase demand for electricity and grid infrastructure. This supports the long-term growth case for NEE, although the benefit is not an immediate earnings catalyst. SpaceX’s Need for Power Is a Clear Positive for These Companies
• Neutral Sentiment: South Carolina regulators set a January decision target for the merger after agreeing to a review process that includes testimony from supporters and opponents, with a hearing expected in December. Approval is also required from regulators in Virginia and North Carolina, keeping the deal’s timing and final outcome uncertain. South Carolina Regulators Set January Deadline
• Negative Sentiment: Virginia Gov. Abigail Spanberger says she will file documentation to intervene in the Dominion transaction, citing concerns about rising electricity bills and the potential impact on customers. Her opposition increases the risk of additional conditions, delays or failure to obtain approval for the acquisition. Virginia Governor to Intervene in NextEra-Dominion Merger
• Negative Sentiment: The intervention follows earlier opposition from South Carolina legislative leaders and reinforces concerns that political and consumer-affordability scrutiny could complicate what would be the largest power acquisition in U.S. history. Investors are likely weighing the deal’s potential strategic benefits against higher execution and regulatory risks. Virginia Governor Says She Will Intervene in Dominion-NextEra Merger

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.