NextEra Energy, Inc. $NEE Shares Sold by Keybank National Association OH

Keybank National Association OH reduced its stake in NextEra Energy, Inc. (NYSE:NEE) by 2.7% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 1,424,130 shares of the utilities provider’s stock after selling 40,231 shares during the period. Keybank National Association OH’s holdings in NextEra Energy were worth $107,508,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also made changes to their positions in NEE. Howard Capital Management Inc. increased its stake in shares of NextEra Energy by 19.4% during the third quarter. Howard Capital Management Inc. now owns 19,047 shares of the utilities provider’s stock valued at $1,438,000 after acquiring an additional 3,098 shares during the period. Berman McAleer LLC acquired a new stake in NextEra Energy in the third quarter worth approximately $414,000. Private Wealth Partners LLC boosted its stake in NextEra Energy by 1.1% during the 3rd quarter. Private Wealth Partners LLC now owns 23,595 shares of the utilities provider’s stock valued at $1,781,000 after purchasing an additional 267 shares in the last quarter. National Pension Service increased its position in shares of NextEra Energy by 1.3% during the 3rd quarter. National Pension Service now owns 4,845,447 shares of the utilities provider’s stock valued at $365,783,000 after purchasing an additional 60,324 shares during the period. Finally, McKinley Carter Wealth Services Inc. increased its position in shares of NextEra Energy by 10.6% during the 3rd quarter. McKinley Carter Wealth Services Inc. now owns 37,535 shares of the utilities provider’s stock valued at $2,834,000 after purchasing an additional 3,610 shares during the period. 78.72% of the stock is currently owned by institutional investors.

Key Headlines Impacting NextEra Energy

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

• Positive Sentiment: Evercore ISI reaffirmed its Buy rating on NEE, supporting investor confidence in management’s growth plan and long‑term outlook. Evercore ISI Reaffirms Their Buy Rating on NextEra Energy (NEE)
• Positive Sentiment: BMO Capital Markets raised its price target for NEE to $93, signaling continued analyst support that can buoy the stock as investors chase growth names. BMO Capital Markets Increases NextEra Energy Price Target
• Positive Sentiment: Coverage highlights a meaningful new revenue driver: NextEra is actively courting data‑center operators by combining nuclear, renewables and grid buildouts — a large‑load market that could boost long‑term contracted demand. NextEra Energy Courts Data Center Giants With Nuclear And Grid Buildout
• Positive Sentiment: Multiple bullish writeups (The Motley Fool, Seeking Alpha) spotlight NextEra’s combination of growth and yield (the “chowder” metric), reinforcing the narrative that the company can deliver durable cash returns to shareholders. NextEra Energy: Don’t Miss This Massive 13% Chowder Number
• Neutral Sentiment: Market coverage notes NEE is trading near 52‑week highs and at a premium multiple; some analysts argue the premium is justified by the growth runway, while others flag lower margin for error. NextEra Energy: Priced for Perfection, or Justified Premium?
• Neutral Sentiment: Coverage points to mixed analyst views overall — several firms remain bullish but opinions vary on timing and valuation, creating short‑term trading friction. Analysts Have Conflicting Sentiments on These Utilities Companies
• Negative Sentiment: Operationally, Q4 showed a small EPS beat but a notable revenue miss versus expectations — a near‑term top‑line concern that can cap upside until growth visibility improves. (Investors are focused on whether data‑center contracts and the development backlog translate quickly into booked revenue.)

NextEra Energy Price Performance

Shares of NYSE:NEE opened at $87.88 on Friday. The company’s fifty day moving average is $82.53 and its two-hundred day moving average is $79.02. The company has a market cap of $183.02 billion, a P/E ratio of 26.71, a price-to-earnings-growth ratio of 2.73 and a beta of 0.74. NextEra Energy, Inc. has a 12-month low of $61.72 and a 12-month high of $89.19. The company has a quick ratio of 0.45, a current ratio of 0.60 and a debt-to-equity ratio of 1.35.

NextEra Energy (NYSE:NEE) last issued its quarterly earnings results on Tuesday, January 27th. The utilities provider reported $0.54 earnings per share for the quarter, beating analysts’ consensus estimates of $0.53 by $0.01. The business had revenue of $6.56 billion for the quarter, compared to the consensus estimate of $7.07 billion. NextEra Energy had a return on equity of 12.18% and a net margin of 24.93%.NextEra Energy’s revenue for the quarter was up 20.7% compared to the same quarter last year. During the same quarter in the previous year, the company posted $0.53 earnings per share. Equities analysts expect that NextEra Energy, Inc. will post 3.68 earnings per share for the current fiscal year.

Insider Activity at NextEra Energy

In related news, CEO Armando Pimentel, Jr. sold 145,140 shares of the business’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 transaction of $12,178,697.40. Following the transaction, the chief executive officer directly owned 162,693 shares of the company’s stock, valued at approximately $13,651,569.63. The trade was a 47.15% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, EVP Ronald R. Reagan sold 10,826 shares of the company’s stock in a transaction that occurred on Thursday, January 22nd. The shares were sold at an average price of $85.00, for a total transaction of $920,210.00. Following the completion of the transaction, the executive vice president owned 15,643 shares in the company, valued at approximately $1,329,655. This represents a 40.90% decrease in their position. The disclosure for this sale is available in the SEC filing. Company insiders own 0.20% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities analysts have recently weighed in on NEE shares. TD Cowen began coverage on shares of NextEra Energy in a research report on Thursday, October 16th. They set a “buy” rating and a $98.00 price objective for the company. BTIG Research reissued a “buy” rating and set a $103.00 target price on shares of NextEra Energy in a research note on Wednesday. UBS Group set a $91.00 target price on shares of NextEra Energy and gave the stock a “buy” rating in a report on Wednesday, December 17th. New Street Research set a $84.00 price target on shares of NextEra Energy in a research report on Monday, October 13th. Finally, BMO Capital Markets set a $95.00 price objective on NextEra Energy in a research report on Thursday. Two equities research analysts have rated the stock with a Strong Buy rating, thirteen have issued a Buy rating and four have issued a Hold rating to the company. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $92.67.

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.