NextEra Energy, Inc. $NEE Stock Position Reduced by Simplicity Wealth LLC

Simplicity Wealth LLC reduced its stake in shares of NextEra Energy, Inc. (NYSE:NEE) by 42.4% during the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 9,387 shares of the utilities provider’s stock after selling 6,921 shares during the period. Simplicity Wealth LLC’s holdings in NextEra Energy were worth $709,000 as of its most recent SEC filing.

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

Key Headlines Impacting NextEra Energy

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

• Positive Sentiment: Wells Fargo raised its price target on NEE to $98, which supports upside versus the current market price and can buoy investor sentiment. Wells Fargo Raises Price Target
• Positive Sentiment: Zacks highlights NextEra as a stronger utility pick versus Southern Company, citing higher growth forecasts and cleaner-energy exposure — a relative-strength argument that can attract rotation into NEE. Zacks: NEE vs Southern Company
• Positive Sentiment: Coverage framing NextEra as a leader in “AI-enabled” energy investing (Yahoo) can amplify thematic investor interest ahead of earnings, potentially supporting multiple expansion if execution stories are strong. Is NextEra the Best AI Energy Stock?
• Neutral Sentiment: Zacks previews the Q4 report and asks whether to buy, sell or hold, summarizing the conflicting forces of Florida utility growth and clean-energy demand versus a premium valuation — useful context but not a clear directional catalyst. Zacks Q4 Preview
• Neutral Sentiment: Zacks’ breakdown of analyst projections for Q4 metrics gives detail investors can use to model upside/downside around beats or misses, but it doesn’t change fundamentals by itself. Zacks: Analyst Projections
• Neutral Sentiment: A Yahoo piece examining whether NEE’s price reflects its clean-energy ambitions frames valuation questions for longer-term investors but is not an immediate catalyst. Yahoo: Does Price Reflect Ambitions?
• Neutral Sentiment: A Sharewise/Zacks feature roundup keeps NEE in the analyst spotlight; visibility helps liquidity but doesn’t by itself move fundamentals. Sharewise: Zacks Feature
• Negative Sentiment: A Seeking Alpha piece warns that broad investor love and positioning could be a risk — crowding and valuation multiple compression are flagged as potential downside triggers if growth disappoints. Seeking Alpha: Overcrowding Concern
• Negative Sentiment: Insider sale: EVP Ronald R. Reagan sold 10,826 shares at ~$85, materially reducing his stake — such disclosures often create short-term selling pressure or signal personal liquidity-taking. SEC Form 4: Insider Sale

NextEra Energy Stock Performance

Shares of NextEra Energy stock opened at $84.84 on Friday. NextEra Energy, Inc. has a one year low of $61.72 and a one year high of $87.53. The company has a debt-to-equity ratio of 1.30, a current ratio of 0.55 and a quick ratio of 0.45. The stock’s 50-day moving average is $82.25 and its 200-day moving average is $78.61. The firm has a market cap of $176.69 billion, a price-to-earnings ratio of 27.02, a price-to-earnings-growth ratio of 2.63 and a beta of 0.74.

NextEra Energy (NYSE:NEE) last posted its quarterly earnings data on Tuesday, October 28th. The utilities provider reported $1.13 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.04 by $0.09. The company had revenue of $7.97 billion for the quarter, compared to the consensus estimate of $8.13 billion. NextEra Energy had a net margin of 24.72% and a return on equity of 12.42%. The firm’s revenue was up 5.3% compared to the same quarter last year. During the same period last year, the company earned $1.03 earnings per share. Equities analysts predict that NextEra Energy, Inc. will post 3.68 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

A number of analysts recently weighed in on the stock. Jefferies Financial Group set a $87.00 target price on shares of NextEra Energy in a research note on Wednesday, January 14th. HSBC lifted their price target on NextEra Energy from $94.00 to $95.00 in a report on Monday, November 10th. Argus set a $90.00 price objective on NextEra Energy in a report on Wednesday, October 29th. Citigroup reaffirmed a “buy” rating and issued a $96.00 target price (up previously from $84.00) on shares of NextEra Energy in a research note on Wednesday, October 29th. Finally, Mizuho lifted their price objective on NextEra Energy from $78.00 to $88.00 and gave the stock a “neutral” rating in a research note on Monday, October 27th. Two investment analysts have rated the stock with a Strong Buy rating, twelve have given a Buy rating and four have issued a Hold rating to the company. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $91.94.

Insider Buying and Selling

In other news, CEO Armando Pimentel, Jr. sold 145,140 shares of the business’s stock in a transaction dated Monday, November 17th. The shares were sold at an average price of $83.91, for a total transaction of $12,178,697.40. Following the transaction, the chief executive officer directly owned 162,693 shares in the company, valued at $13,651,569.63. The trade was a 47.15% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, EVP Ronald R. Reagan sold 10,826 shares of the company’s stock in a transaction that occurred on Thursday, January 22nd. The shares were sold at an average price of $85.00, for a total value of $920,210.00. Following the completion of the sale, the executive vice president owned 15,643 shares in the company, valued at $1,329,655. This represents a 40.90% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 0.20% of the stock is owned by company insiders.

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.