California State Teachers Retirement System Has $245.74 Million Stock Holdings in NextEra Energy, Inc. $NEE

California State Teachers Retirement System decreased its stake in NextEra Energy, Inc. (NYSE:NEE) by 2.8% in the first quarter, HoldingsChannel reports. The firm owned 2,645,770 shares of the utilities provider’s stock after selling 76,135 shares during the period. California State Teachers Retirement System’s holdings in NextEra Energy were worth $245,739,000 at the end of the most recent quarter.

A number of other institutional investors have also recently bought and sold shares of the stock. Laurel Wealth Advisors LLC purchased a new stake in NextEra Energy during the fourth quarter valued at about $25,000. Anfield Capital Management LLC increased its position in shares of NextEra Energy by 692.3% in the fourth quarter. Anfield Capital Management LLC now owns 309 shares of the utilities provider’s stock worth $25,000 after acquiring an additional 270 shares in the last quarter. Wealth Watch Advisors INC increased its position in shares of NextEra Energy by 223.8% in the fourth quarter. Wealth Watch Advisors INC now owns 327 shares of the utilities provider’s stock worth $26,000 after acquiring an additional 226 shares in the last quarter. Osbon Capital Management LLC acquired a new stake in shares of NextEra Energy during the fourth quarter valued at approximately $27,000. Finally, Strive Asset Management LLC acquired a new stake in shares of NextEra Energy during the third quarter valued at approximately $29,000. Hedge funds and other institutional investors own 78.72% of the company’s stock.

Trending Headlines about NextEra Energy

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

• Positive Sentiment: NextEra’s second-quarter results exceeded expectations, with adjusted EPS of $1.15 versus the $1.03 consensus estimate and revenue of $7.53 billion, up 12.4% year over year. The company maintained its fiscal 2026 EPS outlook of $3.92 to $4.02, reinforcing confidence in its earnings trajectory.
• Positive Sentiment: Management highlighted surging electricity demand, a 35.1-gigawatt backlog and growing data-center hubs. These trends position NextEra as a major utility beneficiary of artificial-intelligence and hyperscale data-center expansion while leaving its long-term earnings-growth targets intact. NEE Q2 Earnings Call Highlights Power Demand Growth
• Positive Sentiment: Investor commentary increasingly frames NextEra as one of the utility sector’s leading AI-power investments. Unlike equipment suppliers, NextEra owns and develops the generation capacity that can serve new data-center demand, potentially providing long-term contracted growth. NextEra Energy Is Becoming the Utility Sector’s Biggest AI Power Bet
• Positive Sentiment: BMO Capital raised its price target from $94 to $96 and reiterated an “Outperform” rating, signaling additional potential upside based on the company’s earnings and demand outlook.
• Neutral Sentiment: Heavy searches for NEE on Zacks indicate elevated investor attention, but search activity alone does not establish a change in fundamentals or valuation. Investors Heavily Search NextEra Energy
• Negative Sentiment: As a capital-intensive utility, NextEra remains exposed to interest-rate movements, financing costs and execution risks associated with expanding generation and transmission capacity. Its premium valuation could also limit gains if AI-related growth expectations are not realized.

Analyst Ratings Changes

Several equities research analysts recently commented on NEE shares. Scotiabank upped their price target on shares of NextEra Energy from $102.00 to $110.00 and gave the company a “sector perform” rating in a research report on Friday, April 24th. HSBC boosted their target price on shares of NextEra Energy from $103.00 to $106.00 and gave the company a “buy” rating in a research note on Tuesday, April 28th. Sanford C. Bernstein restated an “outperform” rating and issued a $108.00 target price on shares of NextEra Energy in a report on Monday. Jefferies Financial Group set a $94.00 target price on NextEra Energy in a research report on Tuesday, July 14th. Finally, Barclays set a $91.00 target price on NextEra Energy and gave the stock an “equal weight” rating in a research report on Tuesday, July 7th. One analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating and six have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, NextEra Energy currently has an average rating of “Moderate Buy” and a consensus price target of $99.36.

NextEra Energy Price Performance

NEE opened at $89.35 on Wednesday. The stock has a fifty day moving average price of $87.36 and a 200 day moving average price of $89.67. 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, Inc. has a 1 year low of $69.24 and a 1 year high of $98.75. The stock has a market cap of $186.33 billion, a price-to-earnings ratio of 20.08, a PEG ratio of 2.44 and a beta of 0.67.

NextEra Energy (NYSE:NEE) last issued its earnings results on Friday, July 24th. The utilities provider reported $1.15 earnings per share for the quarter, topping the consensus estimate of $1.11 by $0.04. NextEra Energy had a return on equity of 12.28% and a net margin of 32.40%.The company had revenue of $7.53 billion for the quarter, compared to analyst estimates of $8.11 billion. During the same period in the prior year, the firm posted $1.05 EPS. The business’s revenue was up 12.4% compared to the same quarter last year. NextEra Energy has set its FY 2026 guidance at 3.920-4.020 EPS. Analysts forecast that NextEra Energy, Inc. will post 4 EPS for the current fiscal year.

NextEra Energy Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Monday, June 15th. Investors of record on Friday, June 5th were given a dividend of $0.6232 per share. This represents a $2.49 annualized dividend and a yield of 2.8%. The ex-dividend date of this dividend was Friday, June 5th. NextEra Energy’s dividend payout ratio (DPR) is presently 55.96%.

NextEra Energy 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.