Waverly Advisors LLC Grows Position in NextEra Energy, Inc. $NEE

Waverly Advisors LLC raised its stake in shares of NextEra Energy, Inc. (NYSE:NEE) by 3.5% in the 2nd quarter, according to its most recent disclosure with the SEC. The firm owned 193,331 shares of the utilities provider’s stock after purchasing an additional 6,528 shares during the period. Waverly Advisors LLC’s holdings in NextEra Energy were worth $16,969,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also bought and sold shares of the company. California State Teachers Retirement System lifted its position in shares of NextEra Energy by 8,297.4% during the 2nd quarter. California State Teachers Retirement System now owns 222,175,185 shares of the utilities provider’s stock valued at $19,500,316,000 after buying an additional 219,529,415 shares in the last quarter. Norges Bank purchased a new stake in NextEra Energy in the 4th quarter worth approximately $2,816,327,000. Legal & General Group Plc purchased a new stake in NextEra Energy in the 2nd quarter worth approximately $1,465,987,000. GQG Partners LLC bought a new stake in NextEra Energy during the 2nd quarter worth approximately $651,293,000. Finally, Canada Pension Plan Investment Board bought a new stake in NextEra Energy during the 2nd quarter worth approximately $389,527,000. Hedge funds and other institutional investors own 78.72% of the company’s stock.

NextEra Energy News Roundup

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

• Positive Sentiment: NextEra and the U.S. Department of Energy reached financial close on a loan of up to $1.9 billion to support the restart of the 615-megawatt Duane Arnold Energy Center in Iowa. The facility, which closed in 2020, is targeted to return to service in the first quarter of 2029, subject to regulatory approvals. U.S. Department of Energy Closes Up to $1.9 Billion Loan to Restart NextEra Energy’s Duane Arnold Energy Center
• Positive Sentiment: Restarting Iowa’s only nuclear plant would add reliable, around-the-clock generation capable of serving nearly 500,000 homes. Investors may view the project as strategically valuable because utilities are seeking dependable power to meet surging demand from data centers and AI infrastructure. NextEra Just Secured Up to $1.9 Billion to Restart Iowa’s Only Nuclear Plant
• Positive Sentiment: Shareholders of NextEra and Dominion Energy reportedly approved their proposed merger, removing a significant transaction hurdle. If completed, the combination would create the largest regulated electric utility by market capitalization, potentially improving scale and long-term growth prospects. NextEra-Dominion Merger Wins Shareholder Backing
• Neutral Sentiment: NextEra management will meet with investors throughout September and early October to discuss long-term growth expectations. These meetings could provide additional clarity on the nuclear restart, merger execution and demand from AI-related electricity consumption. NextEra Energy to Meet With Investors
• Negative Sentiment: The Duane Arnold project remains dependent on Nuclear Regulatory Commission licensing, inspections and environmental approvals, leaving execution, timing and cost risks. Broader concerns that regulators are slowing data-center connections also temper the AI-driven utility growth narrative. XLU’s AI Power Story Crumbles as Texas Freezes Data-Center Demand

Analyst Ratings Changes

NEE has been the subject of a number of recent analyst reports. Morgan Stanley set a $114.00 price target on shares of NextEra Energy and gave the stock an “overweight” rating in a research report on Friday, August 21st. Jefferies Financial Group set a $94.00 price objective on shares of NextEra Energy in a research report on Tuesday, July 14th. Erste Group Bank cut shares of NextEra Energy from a “buy” rating to a “hold” rating in a research note on Thursday, June 25th. Barclays set a $91.00 target price on shares of NextEra Energy and gave the stock an “equal weight” rating in a report on Tuesday, July 7th. Finally, Weiss Ratings lowered NextEra Energy from a “buy (b)” rating to a “buy (b-)” rating in a research note on Thursday, June 11th. Seventeen equities research analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $100.33.

NextEra Energy Trading Up 0.6%

NEE stock opened at $83.90 on Wednesday. NextEra Energy, Inc. has a 1-year low of $69.37 and a 1-year high of $98.75. The company has a debt-to-equity ratio of 1.45, a current ratio of 0.53 and a quick ratio of 0.44. The company has a market capitalization of $175.00 billion, a price-to-earnings ratio of 18.85, a PEG ratio of 2.58 and a beta of 0.65. The business has a 50 day simple moving average of $86.36 and a two-hundred day simple moving average of $89.26.

NextEra Energy (NYSE:NEE) last announced its quarterly earnings data on Friday, July 24th. The utilities provider reported $1.15 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.11 by $0.04. The business had revenue of $7.53 billion during the quarter, compared to analyst estimates of $8.11 billion. NextEra Energy had a net margin of 32.40% and a return on equity of 12.28%. The company’s revenue was up 12.4% on a year-over-year basis. During the same period last year, the firm posted $1.05 EPS. NextEra Energy has set its FY 2026 guidance at 3.920-4.020 EPS. Research analysts anticipate that NextEra Energy, Inc. will post 4.01 EPS for the current fiscal year.

NextEra Energy Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Tuesday, September 15th. Shareholders of record on Friday, August 28th will be issued a $0.6232 dividend. This represents a $2.49 dividend on an annualized basis and a yield of 3.0%. The ex-dividend date is Friday, August 28th. NextEra Energy’s payout ratio is currently 55.96%.

NextEra Energy Profile

NextEra Energy, Inc is an electric power and energy infrastructure company headquartered in Juno Beach, Florida. Through its principal subsidiary, Florida Power & Light Company (FPL), it generates, transmits, distributes and sells electricity to customers in Florida. FPL serves residential, commercial and industrial customers across much of the state.

Through NextEra Energy Resources, the company develops, owns and operates power-generation and storage projects in the United States and Canada.