Cullen Frost Bankers Inc. Trims Stock Holdings in NextEra Energy, Inc. $NEE

Cullen Frost Bankers Inc. cut its holdings in shares of NextEra Energy, Inc. (NYSE:NEE) by 19.3% during the 3rd quarter, Holdings Channel.com reports. The firm owned 84,022 shares of the utilities provider’s stock after selling 20,089 shares during the quarter. Cullen Frost Bankers Inc.’s holdings in NextEra Energy were worth $6,343,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently made changes to their positions in NEE. Activest Wealth Management increased its stake in shares of NextEra Energy by 79.7% in the second quarter. Activest Wealth Management now owns 354 shares of the utilities provider’s stock worth $25,000 after buying an additional 157 shares during the last quarter. Harbor Asset Planning Inc. acquired a new position in NextEra Energy during the 2nd quarter worth $25,000. Goodman Advisory Group LLC bought a new stake in shares of NextEra Energy in the 2nd quarter worth about $25,000. Tripletail Wealth Management LLC acquired a new stake in shares of NextEra Energy in the 3rd quarter valued at about $25,000. Finally, Quaker Wealth Management LLC raised its stake in shares of NextEra Energy by 200.0% in the 2nd quarter. Quaker Wealth Management LLC now owns 386 shares of the utilities provider’s stock valued at $27,000 after purchasing an additional 772 shares in the last quarter. 78.72% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

A number of equities analysts recently commented on the company. Wolfe Research lifted their price target on NextEra Energy from $87.00 to $94.00 and gave the stock an “outperform” rating in a research note on Monday, December 1st. UBS Group set a $91.00 target price on NextEra Energy and gave the stock a “buy” rating in a research report on Wednesday, December 17th. New Street Research set a $84.00 price target on NextEra Energy in a report on Monday, October 13th. Evercore ISI restated an “outperform” rating and set a $93.00 price objective on shares of NextEra Energy in a research note on Tuesday, October 28th. Finally, Jefferies Financial Group set a $87.00 price objective on shares of NextEra Energy in a report on Wednesday, January 14th. Two investment analysts have rated the stock with a Strong Buy rating, twelve have given a Buy rating and four have assigned a Hold rating to the company. According to MarketBeat.com, NextEra Energy presently has an average rating of “Moderate Buy” and an average target price of $91.94.

NextEra Energy Trading Down 0.3%

NYSE:NEE opened at $84.84 on Monday. NextEra Energy, Inc. has a 12-month low of $61.72 and a 12-month high of $87.53. The firm has a market capitalization of $176.69 billion, a P/E ratio of 27.02, a P/E/G ratio of 2.63 and a beta of 0.74. The company has a debt-to-equity ratio of 1.30, a current ratio of 0.55 and a quick ratio of 0.45. The business has a 50 day simple moving average of $82.25 and a 200 day simple moving average of $78.64.

NextEra Energy (NYSE:NEE) last issued its earnings results on Tuesday, October 28th. The utilities provider reported $1.13 earnings per share for the quarter, topping the consensus estimate of $1.04 by $0.09. NextEra Energy had a return on equity of 12.42% and a net margin of 24.72%.The firm had revenue of $7.97 billion for the quarter, compared to analyst estimates of $8.13 billion. During the same period last year, the company earned $1.03 earnings per share. The firm’s revenue for the quarter was up 5.3% on a year-over-year basis. Equities research analysts predict that NextEra Energy, Inc. will post 3.68 EPS for the current year.

Key Stories Impacting NextEra Energy

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

• Positive Sentiment: Wells Fargo raised its price target on NEE to $98, which supports upside versus the current market price and can buoy investor sentiment. Wells Fargo Raises Price Target
• Positive Sentiment: Zacks highlights NextEra as a stronger utility pick versus Southern Company, citing higher growth forecasts and cleaner-energy exposure — a relative-strength argument that can attract rotation into NEE. Zacks: NEE vs Southern Company
• Positive Sentiment: Coverage framing NextEra as a leader in “AI-enabled” energy investing (Yahoo) can amplify thematic investor interest ahead of earnings, potentially supporting multiple expansion if execution stories are strong. Is NextEra the Best AI Energy Stock?
• Neutral Sentiment: Zacks previews the Q4 report and asks whether to buy, sell or hold, summarizing the conflicting forces of Florida utility growth and clean-energy demand versus a premium valuation — useful context but not a clear directional catalyst. Zacks Q4 Preview
• Neutral Sentiment: Zacks’ breakdown of analyst projections for Q4 metrics gives detail investors can use to model upside/downside around beats or misses, but it doesn’t change fundamentals by itself. Zacks: Analyst Projections
• Neutral Sentiment: A Yahoo piece examining whether NEE’s price reflects its clean-energy ambitions frames valuation questions for longer-term investors but is not an immediate catalyst. Yahoo: Does Price Reflect Ambitions?
• Neutral Sentiment: A Sharewise/Zacks feature roundup keeps NEE in the analyst spotlight; visibility helps liquidity but doesn’t by itself move fundamentals. Sharewise: Zacks Feature
• Negative Sentiment: A Seeking Alpha piece warns that broad investor love and positioning could be a risk — crowding and valuation multiple compression are flagged as potential downside triggers if growth disappoints. Seeking Alpha: Overcrowding Concern
• Negative Sentiment: Insider sale: EVP Ronald R. Reagan sold 10,826 shares at ~$85, materially reducing his stake — such disclosures often create short-term selling pressure or signal personal liquidity-taking. SEC Form 4: Insider Sale

Insider Activity

In other NextEra Energy news, CEO Armando Pimentel, Jr. sold 145,140 shares of the firm’s stock in a transaction that occurred on Monday, November 17th. The shares were sold at an average price of $83.91, for a total value of $12,178,697.40. Following the sale, the chief executive officer owned 162,693 shares in the company, valued at approximately $13,651,569.63. This trade represents a 47.15% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Ronald R. Reagan sold 10,826 shares of NextEra Energy stock in a transaction that occurred on Thursday, January 22nd. The shares were sold at an average price of $85.00, for a total value of $920,210.00. Following the sale, the executive vice president directly owned 15,643 shares in the company, valued at approximately $1,329,655. This trade represents a 40.90% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 0.18% of the stock is currently owned by corporate insiders.

NextEra Energy Company 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.