Cornerstone Planning LLC Makes New $941,000 Investment in NextEra Energy, Inc. $NEE

Cornerstone Planning LLC purchased a new stake in NextEra Energy, Inc. (NYSE:NEE) during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund purchased 11,656 shares of the utilities provider’s stock, valued at approximately $941,000.

Several other large investors also recently modified their holdings of the stock. Rockefeller Capital Management L.P. increased its stake in NextEra Energy by 33.5% in the fourth quarter. Rockefeller Capital Management L.P. now owns 2,167,141 shares of the utilities provider’s stock valued at $173,978,000 after purchasing an additional 543,511 shares in the last quarter. Osbon Capital Management LLC acquired a new position in NextEra Energy during the 4th quarter valued at about $27,000. World Investment Advisors increased its holdings in NextEra Energy by 1.9% during the 4th quarter. World Investment Advisors now owns 97,788 shares of the utilities provider’s stock worth $7,850,000 after purchasing an additional 1,841 shares in the last quarter. Demming Financial Services Corp ADV purchased a new stake in shares of NextEra Energy in the fourth quarter worth approximately $349,000. Finally, Farmers National Bank raised its stake in shares of NextEra Energy by 1.6% in the fourth quarter. Farmers National Bank now owns 69,036 shares of the utilities provider’s stock worth $5,542,000 after purchasing an additional 1,111 shares during the last quarter. Institutional investors and hedge funds own 78.72% of the company’s stock.

Wall Street Analyst Weigh In

NEE has been the topic of several analyst reports. HSBC lifted their target price on NextEra Energy from $103.00 to $106.00 and gave the company a “buy” rating in a research report on Tuesday, April 28th. Sanford C. Bernstein set a $107.00 price target on NextEra Energy and gave the company an “outperform” rating in a research report on Tuesday. BMO Capital Markets dropped their price objective on NextEra Energy from $104.00 to $102.00 and set an “outperform” rating on the stock in a research note on Monday, May 18th. Evercore reaffirmed an “outperform” rating and set a $107.00 price objective on shares of NextEra Energy in a report on Monday, May 4th. Finally, TD Cowen upped their target price on shares of NextEra Energy from $99.00 to $101.00 and gave the stock a “buy” rating in a research note on Monday, April 27th. Two equities research analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and four have issued a Hold rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $99.57.

NextEra Energy Price Performance

Shares of NYSE NEE opened at $86.67 on Friday. NextEra Energy, Inc. has a twelve month low of $67.20 and a twelve month high of $98.75. The stock’s 50 day moving average price is $90.24 and its 200-day moving average price is $88.27. The company has a market capitalization of $180.73 billion, a PE ratio of 22.05, a PEG ratio of 2.54 and a beta of 0.68. 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 released its earnings results on Thursday, April 23rd. The utilities provider reported $1.09 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.03 by $0.06. The company had revenue of $6.70 billion during 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%.NextEra Energy’s quarterly revenue 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. On average, equities analysts anticipate 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 was paid on Monday, June 15th. Shareholders of record on Friday, June 5th were paid a $0.6232 dividend. This represents a $2.49 dividend on an annualized basis and a yield of 2.9%. The ex-dividend date was Friday, June 5th. NextEra Energy’s dividend payout ratio is 63.36%.

Key Headlines Impacting NextEra Energy

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

• Positive Sentiment: Sanford C. Bernstein upgraded NextEra Energy (NEE) to strong-buy, reinforcing bullish sentiment around the company’s utility scale, clean-energy portfolio, and earnings outlook.
• Positive Sentiment: UBS analyst William Appicelli initiated a Buy rating, citing potential synergy gains from the Dominion transaction and upside tied to rising power demand from data centers.
• Positive Sentiment: Several recent articles highlighted NEE as a beneficiary of structural electricity demand growth, especially from artificial intelligence data centers, EV adoption, and the broader need for reliable baseload power.
• Positive Sentiment: One analysis argued the stock could be undervalued based on the Dominion data-center story, suggesting investors may be underestimating future growth potential. NextEra Energy (NEE) Stock Could Be 8.5% Undervalued on Its Dominion Data Center Story
• Positive Sentiment: Coverage also emphasized NextEra’s clean-energy expansion, renewables backlog, and stable cash flow generation, which support its long-term earnings growth profile. Will NextEra Gain by Generating Power From Multiple Clean Sources?
• Neutral Sentiment: The latest Zacks note said NEE recently outperformed the market in a single session, reflecting renewed interest, but the stock has still been under pressure over the prior month and quarter. NextEra Energy (NEE) Laps the Stock Market: Here’s Why

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.