Fideuram Intesa Sanpaolo Private Banking S.P.A. acquired a new stake in NextEra Energy, Inc. (NYSE:NEE – Free Report) during the 4th quarter, HoldingsChannel.com reports. The institutional investor acquired 358,732 shares of the utilities provider’s stock, valued at approximately $28,799,000. NextEra Energy accounts for 1.0% of Fideuram Intesa Sanpaolo Private Banking S.P.A.’s holdings, making the stock its 18th biggest position.
Several other institutional investors also recently bought and sold shares of the business. Wedbush Securities Inc. boosted its stake in shares of NextEra Energy by 24.8% in the third quarter. Wedbush Securities Inc. now owns 64,158 shares of the utilities provider’s stock worth $4,843,000 after acquiring an additional 12,738 shares during the last quarter. Varma Mutual Pension Insurance Co boosted its stake in shares of NextEra Energy by 5.0% in the third quarter. Varma Mutual Pension Insurance Co now owns 326,193 shares of the utilities provider’s stock worth $24,624,000 after acquiring an additional 15,600 shares during the last quarter. National Pension Service boosted its stake in shares of NextEra Energy by 1.3% in the third quarter. National Pension Service now owns 4,845,447 shares of the utilities provider’s stock worth $365,783,000 after acquiring an additional 60,324 shares during the last quarter. Indivisible Partners acquired a new stake in shares of NextEra Energy in the fourth quarter worth approximately $1,355,000. Finally, Y Intercept Hong Kong Ltd boosted its stake in shares of NextEra Energy by 61.8% in the third quarter. Y Intercept Hong Kong Ltd now owns 60,985 shares of the utilities provider’s stock worth $4,604,000 after acquiring an additional 23,288 shares during the last quarter. 78.72% of the stock is owned by institutional investors and hedge funds.
Trending Headlines about NextEra Energy
Here are the key news stories impacting NextEra Energy this week:
- Positive Sentiment: The merger gives NextEra Energy a much bigger footprint in fast-growing markets tied to AI data center power demand, especially in Virginia and the Carolinas, potentially opening a large new revenue stream. NextEra Energy and Dominion to merge, combining two key players in the race to power AI data centers
- Positive Sentiment: Management says the deal should be immediately accretive to adjusted EPS and supports 9%+ annual EPS growth through 2032, which could improve NextEra’s long-term earnings profile. NextEra Energy and Dominion Energy to Combine, Creating the World’s Largest Regulated Electric Utility Business and North America’s Premier Energy Infrastructure Platform Benefiting Customers
- Neutral Sentiment: Analysts see the transaction as strategically compelling, but also note that the combined company will need to navigate a lengthy approval process with state and federal regulators. NextEra Energy to buy Dominion in $66.8 billion US power deal amid AI boom
- Negative Sentiment: Some investors are concerned about the size of the deal, execution risk, and potential shareholder dilution, while law firms have already launched merger-related investigations. HAREHOLDER ALERT: The M&A Class Action Firm Announces An Investigation of NextEra Energy, Inc. (NYSE: NEE)
NextEra Energy Stock Performance
NextEra Energy (NYSE:NEE – Get Free Report) last released its quarterly earnings data on Thursday, April 23rd. The utilities provider reported $1.09 earnings per share for the quarter, topping analysts’ consensus estimates of $1.03 by $0.06. The company had revenue of $6.70 billion for the quarter, compared to analyst estimates 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% compared to the same quarter last year. During the same quarter in the previous year, the company posted $0.99 earnings per share. NextEra Energy has set its FY 2026 guidance at 3.920-4.02 EPS. On average, research analysts anticipate that NextEra Energy, Inc. will post 4.01 earnings per share for the current year.
Analyst Upgrades and Downgrades
A number of analysts have recently issued reports on NEE shares. Scotiabank lifted their price target on NextEra Energy from $102.00 to $110.00 and gave the stock a “sector perform” rating in a research note on Friday, April 24th. Seaport Research Partners lowered their price target on NextEra Energy from $56.00 to $55.00 and set a “sell” rating on the stock in a research note on Monday, February 2nd. Morgan Stanley reaffirmed an “overweight” rating and issued a $115.00 price target (up from $107.00) on shares of NextEra Energy in a research note on Tuesday. JPMorgan Chase & Co. lifted their price target on NextEra Energy from $100.00 to $105.00 and gave the stock an “overweight” rating in a research note on Wednesday, May 13th. Finally, UBS Group boosted their price objective on NextEra Energy from $91.00 to $104.00 and gave the stock a “buy” rating in a research note on Thursday, March 5th. One research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating and four have issued a Hold rating to the company. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $99.35.
Check Out Our Latest Report on NextEra Energy
Insider Activity at NextEra Energy
In other NextEra Energy news, EVP Nicole J. Daggs sold 4,934 shares of the company’s stock in a transaction dated Friday, March 13th. The stock was sold at an average price of $93.00, for a total transaction of $458,862.00. Following the sale, the executive vice president owned 16,905 shares in the company, valued at $1,572,165. This represents a 22.59% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, EVP Terrell Kirk Crews II sold 19,672 shares of the company’s stock in a transaction dated 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 sale, the executive vice president owned 73,857 shares in the company, valued at approximately $6,667,071.39. This trade represents a 21.03% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 31,767 shares of company stock worth $2,881,077. 0.18% of the stock is currently owned by company insiders.
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.
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