Financial & Tax Architects LLC lowered its position in shares of NextEra Energy, Inc. (NYSE:NEE – Free Report) by 7.4% in the first quarter, HoldingsChannel reports. The firm owned 87,289 shares of the utilities provider’s stock after selling 7,024 shares during the period. NextEra Energy makes up approximately 1.8% of Financial & Tax Architects LLC’s investment portfolio, making the stock its 13th biggest holding. Financial & Tax Architects LLC’s holdings in NextEra Energy were worth $8,107,000 as of its most recent SEC filing.
Several other institutional investors have also recently added to or reduced their stakes in the company. Premier Path Wealth Partners LLC raised its stake in shares of NextEra Energy by 2.1% in the first quarter. Premier Path Wealth Partners LLC now owns 22,732 shares of the utilities provider’s stock valued at $2,111,000 after acquiring an additional 471 shares during the last quarter. Caliber Wealth Management LLC KS grew its position in NextEra Energy by 1.4% during the 1st quarter. Caliber Wealth Management LLC KS now owns 37,535 shares of the utilities provider’s stock worth $3,486,000 after acquiring an additional 521 shares during the last quarter. Mayflower Financial Advisors LLC grew its position in NextEra Energy by 2.8% during the 1st quarter. Mayflower Financial Advisors LLC now owns 14,357 shares of the utilities provider’s stock worth $1,334,000 after acquiring an additional 385 shares during the last quarter. AMI Asset Management Corp increased its holdings in NextEra Energy by 71.0% during the 1st quarter. AMI Asset Management Corp now owns 10,581 shares of the utilities provider’s stock valued at $983,000 after purchasing an additional 4,394 shares in the last quarter. Finally, 626 Financial LLC acquired a new stake in NextEra Energy during the 1st quarter valued at $204,000. 78.72% of the stock is owned by institutional investors.
NextEra Energy Stock Down 1.1%
Shares of NYSE NEE opened at $87.72 on Wednesday. NextEra Energy, Inc. has a 1 year low of $67.54 and a 1 year high of $98.75. The firm’s 50-day moving average is $89.54 and its 200-day moving average is $88.55. The company has a current ratio of 0.54, a quick ratio of 0.44 and a debt-to-equity ratio of 1.41. The firm has a market capitalization of $182.93 billion, a PE ratio of 22.32, a price-to-earnings-growth ratio of 2.60 and a beta of 0.68.
NextEra Energy Dividend Announcement
The firm also recently announced 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 dividend on an annualized basis and a yield of 2.8%. The ex-dividend date of this dividend was Friday, June 5th. NextEra Energy’s payout ratio is currently 63.36%.
Analysts Set New Price Targets
Several brokerages have issued reports on NEE. BTIG Research reiterated a “buy” rating and issued a $112.00 price objective on shares of NextEra Energy in a research report on Friday, April 24th. HSBC increased their target price on NextEra Energy from $103.00 to $106.00 and gave the stock a “buy” rating in a report on Tuesday, April 28th. JPMorgan Chase & Co. raised their target price on NextEra Energy from $100.00 to $105.00 and gave the company an “overweight” rating in a research note on Wednesday, May 13th. Weiss Ratings cut NextEra Energy from a “buy (b)” rating to a “buy (b-)” rating in a report on Thursday, June 11th. Finally, Jefferies Financial Group upped their price target on shares of NextEra Energy from $92.00 to $93.00 and gave the stock a “hold” rating in a research report on Tuesday, April 21st. Two analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and five have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $99.86.
Get Our Latest Stock Analysis on NEE
Key NextEra Energy News
Here are the key news stories impacting NextEra Energy this week:
- Positive Sentiment: NextEra is being viewed as a potential beneficiary of rising AI electricity demand, with coverage suggesting its scale in clean power generation could make it a key supplier as data centers need more uninterrupted power. Why Is NextEra Energy (NYSE:NEE) Linked to S&P 500 AI Demand?
- Positive Sentiment: Articles also emphasize NextEra’s clean-power leadership, which could support longer-term growth if utilities and hyperscale tech customers keep prioritizing low-carbon electricity. NextEra Energy Inc (NYSE:NEE) Leads Clean Power Focus
- Positive Sentiment: Analysts are still expecting modest earnings growth into the company’s upcoming quarterly report, which keeps the near-term earnings setup constructive if NextEra can meet expectations. Earnings Preview: What To Expect From NextEra Energy’s Report
- Neutral Sentiment: Several pieces compare NextEra with other utilities such as FirstEnergy, mainly focusing on relative value rather than a major new catalyst, so these stories are more about investor positioning than a clear stock-moving event. FE or NEE: Which Is the Better Value Stock Right Now?
- Neutral Sentiment: Coverage about NextEra facing a “power demand test” underscores that investors are watching whether AI-related electricity growth translates into durable earnings, but it does not point to a specific near-term change in fundamentals. NextEra Energy (NYSE:NEE) Faces A Power Demand Test
- Negative Sentiment: Regulatory scrutiny is a key overhang: a U.S. senator has asked regulators to reject NextEra’s roughly $66.8 billion Dominion acquisition, warning it could concentrate too much power in one company. That raises deal-risk and potential delay risk for the stock. US senator asks regulator to reject giant NextEra-Dominion power deal, filing
- Negative Sentiment: One analyst comparison noted that other clean-energy names may offer more upside than NEE, suggesting some investors may see NextEra as less attractive on a valuation basis after its recent run. NextEra’s Dominion Deal Could Put It at the Center of the AI Power Race
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.
Further Reading
- Five stocks we like better than NextEra Energy
- NextEra’s Dominion Deal Could Put It at the Center of the AI Power Race
- Amazon Could Be About to Reap the Rewards of a Software Spending Boom
- Best Buy’s Turnaround Is Gaining Traction, But Wall Street Still Needs Proof
- AI Fears Hit Nebius Stock, But Has the Growth Thesis Changed?
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