DiPaolo Financial Group Inc. Invests $521,000 in NextEra Energy, Inc. $NEE

DiPaolo Financial Group Inc. bought a new stake in shares of NextEra Energy, Inc. (NYSE:NEE) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 6,489 shares of the utilities provider’s stock, valued at approximately $521,000. NextEra Energy comprises approximately 0.6% of DiPaolo Financial Group Inc.’s portfolio, making the stock its 21st largest holding.

Other institutional investors also recently bought and sold shares of the company. Laurel Wealth Advisors LLC purchased a new position in NextEra Energy in the fourth quarter worth $25,000. Anfield Capital Management LLC lifted its holdings in shares of NextEra Energy by 692.3% during the 4th quarter. Anfield Capital Management LLC now owns 309 shares of the utilities provider’s stock valued at $25,000 after purchasing an additional 270 shares during the last quarter. Wealth Watch Advisors INC lifted its holdings in shares of NextEra Energy by 223.8% during the 4th quarter. Wealth Watch Advisors INC now owns 327 shares of the utilities provider’s stock valued at $26,000 after purchasing an additional 226 shares during the last quarter. Strive Asset Management LLC acquired a new stake in shares of NextEra Energy in the 3rd quarter worth $29,000. Finally, Quest 10 Wealth Builders Inc. boosted its position in shares of NextEra Energy by 135.4% in the 4th quarter. Quest 10 Wealth Builders Inc. now owns 379 shares of the utilities provider’s stock worth $30,000 after purchasing an additional 218 shares in the last quarter. 78.72% of the stock is currently owned by institutional investors and hedge funds.

NextEra Energy Price Performance

Shares of NEE opened at $86.67 on Friday. The firm has a market capitalization of $180.73 billion, a PE ratio of 22.05, a price-to-earnings-growth ratio of 2.51 and a beta of 0.68. The company has a debt-to-equity ratio of 1.41, a current ratio of 0.54 and a quick ratio of 0.44. NextEra Energy, Inc. has a 1-year low of $67.20 and a 1-year high of $98.75. The company’s fifty day moving average price is $90.39 and its 200-day moving average price is $88.29.

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 firm had revenue of $6.70 billion for the quarter, compared to the consensus estimate of $7.43 billion. NextEra Energy had a return on equity of 12.25% and a net margin of 29.36%.The firm’s revenue was up 7.3% on a year-over-year basis. During the same period in the prior year, the firm earned $0.99 EPS. NextEra Energy has set its FY 2026 guidance at 3.920-4.02 EPS. On average, equities research analysts predict that NextEra Energy, Inc. will post 4.01 EPS for the current year.

NextEra Energy Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Monday, June 15th. Stockholders of record on Friday, June 5th were issued a $0.6232 dividend. The ex-dividend date of this dividend was Friday, June 5th. This represents a $2.49 dividend on an annualized basis and a dividend yield of 2.9%. NextEra Energy’s dividend payout ratio is currently 63.36%.

Analyst Ratings Changes

Several research analysts recently issued reports on the company. Evercore reaffirmed an “outperform” rating and set a $107.00 target price on shares of NextEra Energy in a research report on Monday, May 4th. Wall Street Zen downgraded NextEra Energy from a “hold” rating to a “sell” rating in a report on Saturday, March 28th. Sanford C. Bernstein set a $107.00 price target on NextEra Energy and gave the stock an “outperform” rating in a report on Tuesday. Morgan Stanley set a $111.00 price target on NextEra Energy in a research note on Thursday, May 21st. Finally, Scotiabank upped their price objective on shares of NextEra Energy from $102.00 to $110.00 and gave the company a “sector perform” rating in a report on Friday, April 24th. Two 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 company’s stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $99.57.

Key Stories Impacting NextEra Energy

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

• Positive Sentiment: Bernstein upgraded NextEra Energy (NEE) to strong-buy, reinforcing bullish sentiment around the utility’s growth prospects and valuation. Zacks.com
• Positive Sentiment: UBS analyst William Appicelli initiated coverage on NextEra Energy with a Buy rating, citing Dominion merger synergies and data-center-driven growth upside. Article
• Positive Sentiment: Several articles highlight NextEra’s clean-energy push, renewables backlog, stable cash flows, and improving return on equity, which could support longer-term earnings growth. Article
• Neutral Sentiment: Market commentary says NextEra may be undervalued on its Dominion/data-center story, but the stock has also seen recent weakness over the past month and quarter. Article
• Neutral Sentiment: Broader utility-stock coverage and commentary continue to frame NextEra as a defensive income play with stable cash flows, supporting investor interest without a major new catalyst. Article

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.