Excelsior Advisor Network LLC Purchases 11,897 Shares of NextEra Energy, Inc. $NEE

Excelsior Advisor Network LLC lifted its holdings in NextEra Energy, Inc. (NYSE:NEE) by 288.8% during the first quarter, HoldingsChannel.com reports. The institutional investor owned 16,017 shares of the utilities provider’s stock after buying an additional 11,897 shares during the period. Excelsior Advisor Network LLC’s holdings in NextEra Energy were worth $1,488,000 at the end of the most recent reporting period.

Other hedge funds have also recently made changes to their positions in the company. Indivisible Partners bought a new stake in NextEra Energy during the 4th quarter valued at about $1,355,000. Carnegie Investment Counsel grew its stake in NextEra Energy by 9.4% in the 4th quarter. Carnegie Investment Counsel now owns 458,141 shares of the utilities provider’s stock worth $36,780,000 after acquiring an additional 39,250 shares in the last quarter. Swedbank AB grew its stake in NextEra Energy by 13.4% in the 4th quarter. Swedbank AB now owns 1,016,630 shares of the utilities provider’s stock worth $81,615,000 after acquiring an additional 120,389 shares in the last quarter. Fisher Funds Management LTD increased its position in shares of NextEra Energy by 3.5% during the fourth quarter. Fisher Funds Management LTD now owns 619,640 shares of the utilities provider’s stock worth $49,884,000 after acquiring an additional 20,709 shares during the period. Finally, MGO One Seven LLC raised its stake in shares of NextEra Energy by 12.1% during the fourth quarter. MGO One Seven LLC now owns 137,251 shares of the utilities provider’s stock valued at $11,018,000 after acquiring an additional 14,828 shares in the last quarter. 78.72% of the stock is currently owned by hedge funds and other institutional investors.

NextEra Energy News Roundup

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

• Positive Sentiment: NextEra highlighted accelerating power demand tied to artificial intelligence and data centers, including a 35.1-gigawatt backlog and emerging data-center hubs. Management maintained its long-term earnings-growth targets, reinforcing the potential for incremental utility and renewable investment. NEE Q2 Earnings Call Highlights Power Demand Growth
• Positive Sentiment: The company’s latest quarterly results exceeded expectations: earnings were $1.15 per share versus the $1.03 consensus, while revenue reached $7.53 billion, up 12.4% year over year and above forecasts. NextEra also provided fiscal 2026 EPS guidance of $3.92 to $4.02. KeyCorp Weighs in on NextEra Energy’s Q2 Earnings
• Positive Sentiment: BMO Capital Markets raised its price target for NEE to $96 from $94 and reiterated an “outperform” rating, signaling confidence in the company’s demand outlook and earnings trajectory. BMO Raises NextEra Energy Price Target
• Neutral Sentiment: Analyst comparisons with GE Vernova frame NextEra as an owner of the power-generation assets serving the AI economy rather than an equipment supplier. The distinction supports NEE’s long-term growth case but also highlights that data-center demand must translate into actual projects and power contracts. AI Energy Bottleneck: Buy GE Vernova or NextEra Energy on AI Pivot?
• Negative Sentiment: Utilities remain highly sensitive to interest-rate expectations because of their debt needs and income-oriented valuations. Rate-related uncertainty may be offsetting the positive earnings and AI-demand news, helping explain the stock’s weaker performance despite supportive company-specific developments. NextEra Energy Firms as a Rate Decision Puts Utilities in Focus

NextEra Energy Stock Down 1.1%

Shares of NYSE NEE opened at $88.80 on Tuesday. NextEra Energy, Inc. has a 12-month low of $69.24 and a 12-month high of $98.75. The stock’s fifty day simple moving average is $87.37 and its two-hundred day simple moving average is $89.59. The stock has a market capitalization of $185.18 billion, a PE ratio of 19.96, a price-to-earnings-growth ratio of 2.46 and a beta of 0.67. 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 (NYSE:NEE) last released its quarterly earnings data on Friday, July 24th. The utilities provider reported $1.15 EPS for the quarter, beating the consensus estimate of $1.03 by $0.12. NextEra Energy had a net margin of 32.40% and a return on equity of 12.28%. The business had revenue of $7.53 billion for the quarter, compared to the consensus estimate of $7.27 billion. During the same period in the prior year, the firm earned $1.05 EPS. The business’s revenue for the quarter was up 12.4% on a year-over-year basis. NextEra Energy has set its FY 2026 guidance at 3.920-4.020 EPS. As a group, analysts expect that NextEra Energy, Inc. will post 4 EPS for the current fiscal year.

NextEra Energy Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Monday, June 15th. Shareholders of record on Friday, June 5th were issued 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%.

Analysts Set New Price Targets

A number of analysts recently issued reports on NEE shares. Jefferies Financial Group set a $94.00 price target on NextEra Energy in a report on Tuesday, July 14th. Weiss Ratings lowered NextEra Energy from a “buy (b)” rating to a “buy (b-)” rating in a research report on Thursday, June 11th. Barclays set a $91.00 target price on NextEra Energy and gave the stock an “equal weight” rating in a report on Tuesday, July 7th. HSBC increased their price target on NextEra Energy from $103.00 to $106.00 and gave the stock a “buy” rating in a research report on Tuesday, April 28th. Finally, BTIG Research restated a “buy” rating and issued a $112.00 price objective on shares of NextEra Energy in a report on Friday, April 24th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating and six have assigned a Hold rating to the stock. According to data from MarketBeat, NextEra Energy presently has a consensus rating of “Moderate Buy” and an average target price of $99.36.

About NextEra Energy

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.