Swedbank AB Grows Position in NextEra Energy, Inc. $NEE

Swedbank AB increased its position in shares of NextEra Energy, Inc. (NYSE:NEE) by 13.4% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 1,016,630 shares of the utilities provider’s stock after buying an additional 120,389 shares during the quarter. Swedbank AB’s holdings in NextEra Energy were worth $81,615,000 as of its most recent SEC filing.

A number of other hedge funds have also recently added to or reduced their stakes in the company. Vanguard Group Inc. grew its stake in NextEra Energy by 1.0% during the 4th quarter. Vanguard Group Inc. now owns 216,033,697 shares of the utilities provider’s stock worth $17,343,185,000 after buying an additional 2,234,176 shares during the last quarter. Legal & General Group Plc raised its holdings in shares of NextEra Energy by 2.3% in the third quarter. Legal & General Group Plc now owns 16,787,191 shares of the utilities provider’s stock valued at $1,267,265,000 after buying an additional 373,088 shares during the last quarter. Amundi raised its holdings in shares of NextEra Energy by 16.7% in the third quarter. Amundi now owns 12,461,783 shares of the utilities provider’s stock valued at $1,012,129,000 after buying an additional 1,780,881 shares during the last quarter. Bessemer Group Inc. raised its holdings in shares of NextEra Energy by 6.7% in the fourth quarter. Bessemer Group Inc. now owns 9,387,467 shares of the utilities provider’s stock valued at $753,625,000 after buying an additional 592,883 shares during the last quarter. Finally, Pictet Asset Management Holding SA raised its holdings in shares of NextEra Energy by 47.3% in the fourth quarter. Pictet Asset Management Holding SA now owns 9,254,022 shares of the utilities provider’s stock valued at $742,913,000 after buying an additional 2,972,924 shares during the last quarter. Hedge funds and other institutional investors own 78.72% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities research analysts have recently commented on NEE shares. Mizuho upped their target price on shares of NextEra Energy from $90.00 to $95.00 and gave the company a “neutral” rating in a report on Wednesday, April 15th. Argus set a $92.00 price target on shares of NextEra Energy and gave the stock a “buy” rating in a report on Wednesday, January 28th. Evercore reissued an “outperform” rating and set a $107.00 price target on shares of NextEra Energy in a report on Monday, May 4th. Seaport Research Partners cut their price target on shares of NextEra Energy from $56.00 to $55.00 and set a “sell” rating for the company in a report on Monday, February 2nd. Finally, Weiss Ratings raised shares of NextEra Energy from a “hold (c+)” rating to a “buy (b-)” rating in a report on Monday, April 27th. One analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and four have given a Hold rating to the company’s stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $99.15.

NextEra Energy Trading Down 1.2%

NYSE NEE opened at $88.61 on Friday. The stock has a market capitalization of $184.78 billion, a P/E ratio of 22.55, a P/E/G ratio of 2.60 and a beta of 0.73. NextEra Energy, Inc. has a 52-week low of $65.97 and a 52-week high of $98.75. The firm has a 50-day moving average price of $92.71 and a 200 day moving average price of $88.03. The company has a quick ratio of 0.44, a current ratio of 0.54 and a debt-to-equity ratio of 1.41.

NextEra Energy (NYSE:NEE) last posted its quarterly earnings results on Thursday, April 23rd. The utilities provider reported $1.09 earnings per share (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 net margin of 29.36% and a return on equity of 12.25%. The firm’s revenue for the quarter was up 7.3% on a year-over-year basis. During the same period in the prior year, the company posted $0.99 earnings per share. NextEra Energy has set its FY 2026 guidance at 3.920-4.02 EPS. Equities research analysts expect that NextEra Energy, Inc. will post 4.01 EPS for the current year.

NextEra Energy Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, June 15th. Stockholders of record on Friday, June 5th will be given a $0.6232 dividend. The ex-dividend date of this dividend is Friday, June 5th. This represents a $2.49 dividend on an annualized basis and a dividend yield of 2.8%. NextEra Energy’s payout ratio is currently 63.36%.

Insider Activity

In other news, EVP Nicole J. Daggs sold 4,934 shares of NextEra Energy stock in a transaction on Friday, March 13th. The stock was sold at an average price of $93.00, for a total value of $458,862.00. Following the completion of the sale, the executive vice president owned 16,905 shares of the company’s stock, valued at $1,572,165. The trade was a 22.59% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Terrell Kirk Crews II sold 19,672 shares of NextEra Energy stock in a transaction on Monday, March 9th. The shares were 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 of the company’s stock, valued at approximately $6,667,071.39. This represents a 21.03% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 31,767 shares of company stock valued at $2,881,077 over the last quarter. Company insiders own 0.18% of the company’s stock.

NextEra Energy News Roundup

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

• Positive Sentiment: NextEra agreed to acquire Dominion Energy in a large all-stock deal, creating a much bigger regulated utility platform and giving NEE deeper exposure to Virginia’s fast-growing data center power market. The market appears to be focusing on the potential for stronger scale, more stable cash flow, and AI-related electricity demand. NextEra Discusses $116 Billion Dominion Deal In Record Power Sector Push
• Positive Sentiment: The Dominion transaction is being described as one of the biggest deals in U.S. power history, with projections for strong earnings growth over time and significant strategic benefits from the AI/data-center buildout. Dominion Energy Agrees to Acquisition by NextEra Energy
• Positive Sentiment: NextEra also broadened its energy mix with a reported $1.3 billion Caliber Resource Partners acquisition and a shale joint venture, which could add another growth avenue beyond utilities and renewables. NextEra Energy Broadens Energy Mix With US$1.3b Caliber Acquisition
• Neutral Sentiment: The board declared a quarterly dividend of $0.6232 per share, reinforcing NextEra’s income appeal for investors, though the announcement itself is unlikely to be a major near-term catalyst. NextEra Energy board declares quarterly dividend
• Neutral Sentiment: The stock is also being discussed in broader market coverage of the power sector and AI-driven electricity demand, which supports the investment thesis but does not add a new company-specific catalyst by itself. The Week in Numbers: SpaceX’s IPO plans, Samsung settles dispute

NextEra Energy Company 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.