Cbre Investment Management Listed Real Assets LLC Boosts Stake in NextEra Energy, Inc. $NEE

Cbre Investment Management Listed Real Assets LLC grew its position in NextEra Energy, Inc. (NYSE:NEE) by 7.3% in the third quarter, HoldingsChannel reports. The institutional investor owned 2,058,905 shares of the utilities provider’s stock after acquiring an additional 139,335 shares during the period. NextEra Energy makes up 2.2% of Cbre Investment Management Listed Real Assets LLC’s portfolio, making the stock its 12th biggest holding. Cbre Investment Management Listed Real Assets LLC’s holdings in NextEra Energy were worth $155,427,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in NEE. SevenBridge Financial Group LLC boosted its holdings in NextEra Energy by 39.7% in the third quarter. SevenBridge Financial Group LLC now owns 49,603 shares of the utilities provider’s stock valued at $3,745,000 after purchasing an additional 14,089 shares during the period. Connor Clark & Lunn Investment Management Ltd. grew its position in shares of NextEra Energy by 372.4% in the 3rd quarter. Connor Clark & Lunn Investment Management Ltd. now owns 133,954 shares of the utilities provider’s stock valued at $10,112,000 after buying an additional 105,596 shares during the last quarter. Brentview Investment Management LLC increased its position in shares of NextEra Energy by 4.3% during the third quarter. Brentview Investment Management LLC now owns 68,080 shares of the utilities provider’s stock worth $5,139,000 after purchasing an additional 2,779 shares in the last quarter. FourThought Financial Partners LLC lifted its stake in NextEra Energy by 1.0% in the third quarter. FourThought Financial Partners LLC now owns 232,751 shares of the utilities provider’s stock valued at $17,570,000 after buying an additional 2,359 shares during the last quarter. Finally, Capital International Investors boosted its stake in NextEra Energy by 0.6% during the 3rd quarter. Capital International Investors now owns 3,679,782 shares of the utilities provider’s stock worth $277,787,000 after purchasing an additional 22,182 shares during the period. Hedge funds and other institutional investors own 78.72% of the company’s stock.

Key Stories Impacting NextEra Energy

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

• Positive Sentiment: UBS raised its price target to $104 (from $91) and reiterated a Buy rating, citing strong demand for large‑scale power (data centers) that should support NEER segment growth and future earnings. UBS Raises NextEra Energy (NEE) Target
• Positive Sentiment: Several bullish research pieces argue NEE is trading below its historical multiple despite durable growth drivers (30 GW backlog, regulated cash flows, data‑center optionality), supporting a longer‑term buy thesis. Seeking Alpha — Discount to History
• Positive Sentiment: TradeSmith’s Health Indicator placed NextEra in its “Green Zone,” a third‑party signal of above‑average financial/health metrics relative to peers — supportive for investor confidence. TradeSmith Green Zone
• Positive Sentiment: NextEra raised its quarterly dividend to $0.6232 (annualized $2.49), up from $0.57 — a direct positive for income investors and a signal of cash‑flow confidence (payout ratio ~76%).
• Neutral Sentiment: Analyst coverage is generally constructive (consensus “Moderate Buy” with several firms raising targets — Morgan Stanley $106, JPMorgan and others), which provides medium‑term support but may not prevent short‑term volatility. Analyst Consensus / Targets
• Neutral Sentiment: Chief Risk Officer Terrell Kirk Crews II plans to resign (effective March 20); the exit raises governance and oversight questions during an active project pipeline but no successor has been named yet — monitor for interim coverage or appointments. CRO Resignation / Risk Oversight
• Negative Sentiment: EVP Terrell Kirk Crews II sold 19,672 shares at about $90.27 (disclosed 3/9), reducing his holding ~21% — the size and timing of the sale can be a negative for near‑term sentiment. EVP Form 4
• Negative Sentiment: Treasurer James Michael May sold 7,161 shares at about $90.27 (disclosed 3/9), also trimming his stake by ~21% — multiple insider sales amplify negative signaling to the market. Treasurer Form 4

NextEra Energy Stock Performance

NextEra Energy stock opened at $91.68 on Thursday. The company has a debt-to-equity ratio of 1.35, a current ratio of 0.60 and a quick ratio of 0.49. NextEra Energy, Inc. has a 12-month low of $61.72 and a 12-month high of $95.91. The firm’s fifty day moving average price is $87.96 and its 200 day moving average price is $82.65. The company has a market capitalization of $191.01 billion, a price-to-earnings ratio of 27.86 and a beta of 0.76.

NextEra Energy (NYSE:NEE) last released its quarterly earnings results on Tuesday, January 27th. The utilities provider reported $0.54 earnings per share for the quarter, topping analysts’ consensus estimates of $0.53 by $0.01. The business had revenue of $6.50 billion during the quarter, compared to the consensus estimate of $7.07 billion. NextEra Energy had a net margin of 24.93% and a return on equity of 12.18%. The business’s quarterly revenue was up 20.7% compared to the same quarter last year. During the same quarter last year, the company earned $0.53 earnings per share. On average, research analysts forecast that NextEra Energy, Inc. will post 3.68 EPS for the current fiscal year.

NextEra Energy Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Monday, March 16th. Investors of record on Friday, February 27th will be given a $0.6232 dividend. The ex-dividend date is Friday, February 27th. This represents a $2.49 dividend on an annualized basis and a yield of 2.7%. This is a boost from NextEra Energy’s previous quarterly dividend of $0.57. NextEra Energy’s payout ratio is currently 75.68%.

Insiders Place Their Bets

In other news, Treasurer James Michael May sold 7,161 shares of NextEra Energy stock in a transaction on Monday, March 9th. The stock was sold at an average price of $90.27, for a total transaction of $646,423.47. Following the transaction, the treasurer directly owned 26,719 shares in the company, valued at approximately $2,411,924.13. This trade represents a 21.14% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Terrell Kirk Crews II sold 19,672 shares of the company’s 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 transaction, the executive vice president directly owned 73,857 shares in the company, valued at $6,667,071.39. This represents a 21.03% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 185,882 shares of company stock valued at $16,616,757. 0.20% of the stock is currently owned by insiders.

Analyst Ratings Changes

A number of equities analysts recently weighed in on NEE shares. Jefferies Financial Group set a $87.00 price objective on shares of NextEra Energy in a research report on Wednesday, January 14th. The Goldman Sachs Group boosted their target price on NextEra Energy from $94.00 to $98.00 and gave the stock a “buy” rating in a research report on Wednesday, January 28th. JPMorgan Chase & Co. increased their price target on shares of NextEra Energy from $94.00 to $97.00 and gave the company an “overweight” rating in a research report on Thursday, December 11th. Barclays increased their price objective on NextEra Energy from $84.00 to $85.00 and gave the company an “equal weight” rating in a research note on Thursday, January 15th. Finally, Wells Fargo & Company lifted their target price on shares of NextEra Energy from $97.00 to $98.00 and gave the stock an “overweight” rating in a research note on Tuesday, January 20th. Two equities research analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and four have assigned a Hold rating to the company. Based on data from MarketBeat.com, NextEra Energy currently has an average rating of “Moderate Buy” and an average target price of $94.16.

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.