Independent Advisor Alliance Decreases Holdings in NextEra Energy, Inc. $NEE

Independent Advisor Alliance trimmed its position in shares of NextEra Energy, Inc. (NYSE:NEE) by 20.3% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 96,552 shares of the utilities provider’s stock after selling 24,619 shares during the quarter. Independent Advisor Alliance’s holdings in NextEra Energy were worth $7,289,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors also recently modified their holdings of NEE. Synergy Asset Management LLC increased its holdings in shares of NextEra Energy by 286.0% in the third quarter. Synergy Asset Management LLC now owns 22,028 shares of the utilities provider’s stock worth $1,594,000 after purchasing an additional 16,322 shares during the last quarter. Daymark Wealth Partners LLC grew its holdings in NextEra Energy by 6.5% during the 2nd quarter. Daymark Wealth Partners LLC now owns 45,015 shares of the utilities provider’s stock valued at $3,125,000 after buying an additional 2,767 shares in the last quarter. Y Intercept Hong Kong Ltd increased its stake in NextEra Energy by 61.8% in the 3rd quarter. Y Intercept Hong Kong Ltd now owns 60,985 shares of the utilities provider’s stock worth $4,604,000 after acquiring an additional 23,288 shares during the last quarter. Hunter Perkins Capital Management LLC bought a new stake in NextEra Energy in the 3rd quarter worth approximately $3,966,000. Finally, Dillon & Associates Inc. raised its holdings in shares of NextEra Energy by 8.4% during the 2nd quarter. Dillon & Associates Inc. now owns 68,246 shares of the utilities provider’s stock worth $4,709,000 after acquiring an additional 5,261 shares in the last quarter. Institutional investors own 78.72% of the company’s stock.

Insider Buying and Selling at NextEra Energy

In other news, EVP Ronald R. Reagan sold 10,826 shares of the business’s stock in a transaction 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 sale, the executive vice president directly owned 15,643 shares of the company’s stock, valued at approximately $1,329,655. The trade was a 40.90% 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, CEO Armando Pimentel, Jr. sold 145,140 shares of the firm’s stock in a transaction dated Monday, November 17th. The stock was sold at an average price of $83.91, for a total transaction of $12,178,697.40. Following the completion of the transaction, the chief executive officer directly owned 162,693 shares in the company, valued at $13,651,569.63. This represents a 47.15% decrease in their position. The SEC filing for this sale provides additional information. 0.20% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In

A number of research firms have recently commented on NEE. Morgan Stanley reiterated an “overweight” rating and set a $104.00 target price on shares of NextEra Energy in a research report on Wednesday, January 21st. Citigroup reiterated a “buy” rating and set a $96.00 price objective (up previously from $84.00) on shares of NextEra Energy in a research report on Wednesday, October 29th. TD Cowen assumed coverage on shares of NextEra Energy in a research note on Thursday, October 16th. They issued a “buy” rating and a $98.00 price objective for the company. JPMorgan Chase & Co. upped their target price on shares of NextEra Energy from $94.00 to $97.00 and gave the company an “overweight” rating in a research report on Thursday, December 11th. Finally, Jefferies Financial Group set a $87.00 price target on NextEra Energy in a research report on Wednesday, January 14th. Two equities research analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and four have assigned a Hold rating to the company. Based on data from MarketBeat.com, NextEra Energy currently has a consensus rating of “Moderate Buy” and an average price target of $92.95.

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 Stock Down 0.3%

Shares of NYSE:NEE opened at $87.88 on Friday. The firm has a market capitalization of $183.02 billion, a PE ratio of 26.71, a price-to-earnings-growth ratio of 2.73 and a beta of 0.74. The business has a 50 day simple moving average of $82.53 and a two-hundred day simple moving average of $79.05. NextEra Energy, Inc. has a 1 year low of $61.72 and a 1 year high of $89.19. The company has a debt-to-equity ratio of 1.35, a current ratio of 0.60 and a quick ratio of 0.45.

NextEra Energy (NYSE:NEE) last issued its quarterly earnings results on Tuesday, January 27th. The utilities provider reported $0.54 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.53 by $0.01. NextEra Energy had a return on equity of 12.18% and a net margin of 24.93%.The firm had revenue of $6.56 billion during the quarter, compared to analyst estimates of $7.07 billion. During the same period last year, the company earned $0.53 EPS. NextEra Energy’s quarterly revenue was up 20.7% compared to the same quarter last year. On average, equities analysts predict that NextEra Energy, Inc. will post 3.68 EPS for the current year.

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.