Envestnet Portfolio Solutions Inc. Acquires 59,396 Shares of NextEra Energy, Inc. $NEE

Envestnet Portfolio Solutions Inc. raised its stake in NextEra Energy, Inc. (NYSE:NEE) by 84.9% during the second quarter, Holdings Channel reports. The fund owned 129,364 shares of the utilities provider’s stock after buying an additional 59,396 shares during the period. Envestnet Portfolio Solutions Inc.’s holdings in NextEra Energy were worth $11,345,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors also recently modified their holdings of NEE. Indivisible Partners bought a new position in NextEra Energy during the 4th quarter valued at approximately $1,355,000. Czech National Bank boosted its holdings in NextEra Energy by 4.7% in the second quarter. Czech National Bank now owns 593,568 shares of the utilities provider’s stock worth $52,097,000 after acquiring an additional 26,378 shares in the last quarter. Fisher Funds Management LTD grew its stake in shares of NextEra Energy by 3.5% in the fourth quarter. Fisher Funds Management LTD now owns 619,640 shares of the utilities provider’s stock worth $49,884,000 after acquiring an additional 20,709 shares during the last quarter. Swedbank AB grew its stake in shares of NextEra Energy by 13.4% in the fourth quarter. Swedbank AB now owns 1,016,630 shares of the utilities provider’s stock worth $81,615,000 after acquiring an additional 120,389 shares during the last quarter. Finally, MGO One Seven LLC increased its holdings in shares of NextEra Energy by 12.1% during the fourth quarter. MGO One Seven LLC now owns 137,251 shares of the utilities provider’s stock valued at $11,018,000 after acquiring an additional 14,828 shares in the last quarter. Hedge funds and other institutional investors own 78.72% of the company’s stock.

NextEra Energy Trading Up 0.2%

Shares of NYSE:NEE opened at $85.97 on Friday. The stock has a 50 day moving average of $87.16 and a 200 day moving average of $89.97. The company has a market cap of $179.31 billion, a PE ratio of 19.32, a price-to-earnings-growth ratio of 2.35 and a beta of 0.67. 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.

NextEra Energy (NYSE:NEE) last released its earnings results on Friday, July 24th. The utilities provider reported $1.15 earnings per share for the quarter, beating analysts’ consensus estimates of $1.11 by $0.04. The company had revenue of $7.53 billion for the quarter, compared to analysts’ expectations of $8.11 billion. NextEra Energy had a net margin of 32.40% and a return on equity of 12.28%. NextEra Energy’s revenue for the quarter was up 12.4% on a year-over-year basis. During the same quarter in the previous year, the company earned $1.05 EPS. NextEra Energy has set its FY 2026 guidance at 3.920-4.020 EPS. As a group, equities research analysts expect that NextEra Energy, Inc. will post 4.01 EPS for the current year.

NextEra Energy Announces Dividend

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

NextEra Energy News Roundup

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

• Positive Sentiment: NextEra finalized agreements with the U.S. Department of Commerce and the Government of Japan to fund up to 10 gigawatts of natural-gas generation in Texas and Pennsylvania. The project could create a substantial new earnings and rate-base opportunity while positioning NEE to serve rising electricity demand from data centers and industrial customers. NextEra Energy, U.S. Department of Commerce and Government of Japan finalize commercial terms
• Positive Sentiment: Recent coverage highlights surging power demand and higher energy prices as catalysts for NextEra. Its regulated utility and competitive generation businesses could benefit from long-term load growth, particularly from artificial-intelligence infrastructure. Why Is NextEra Energy in Focus as Power Demand Surges Today?
• Positive Sentiment: Analyst commentary remains constructive on NextEra’s development pipeline, with the Paducah project identified as potential upside. The opportunity could add growth, though returns will depend on project execution and financing. NextEra Energy: Paducah Adds Upside, But Dominion Adds Risk
• Neutral Sentiment: New AI-focused ecosystem ETFs reflect broader investor interest in the power and infrastructure supply chain supporting artificial intelligence. This is a favorable industry theme for NEE, but the article does not announce a company-specific contract or financial impact. The Future of AI Investing: Harbor Debuts 5 New Ecosystem ETFs
• Neutral Sentiment: Energy stocks edged lower late Thursday, creating a modest sector headwind for NEE despite its company-specific growth catalysts. Sector Update: Energy Stocks Edge Lower Late Afternoon
• Negative Sentiment: An analyst lowered the fiscal 2026 EPS forecast, signaling concern that earnings growth may not fully match the company’s expansion opportunities. Estimate reductions can weigh on valuation and investor sentiment. FY2026 EPS Forecast for NextEra Energy Decreased by Analyst
• Negative Sentiment: Coverage also flags risks connected with the Dominion-related opportunity, including execution, regulatory and capital requirements. These risks could offset some of the upside from Paducah and other new projects. NextEra Energy: Positive Developments Continue

Analyst Upgrades and Downgrades

Several research analysts have recently issued reports on the stock. Erste Group Bank downgraded shares of NextEra Energy from a “buy” rating to a “hold” rating in a research note on Thursday, June 25th. JPMorgan Chase & Co. upped their price objective on NextEra Energy from $100.00 to $105.00 and gave the company an “overweight” rating in a research report on Wednesday, May 13th. Weiss Ratings lowered NextEra Energy from a “buy (b)” rating to a “buy (b-)” rating in a report on Thursday, June 11th. Bank of America lowered their price target on NextEra Energy from $95.00 to $93.00 and set a “neutral” rating on the stock in a report on Monday, July 13th. Finally, Sanford C. Bernstein reiterated an “outperform” rating and issued a $108.00 price objective on shares of NextEra Energy in a report on Monday, July 27th. One research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and six have given a Hold rating to the stock. According to MarketBeat.com, NextEra Energy currently has a consensus rating of “Moderate Buy” and an average target price of $99.36.

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.