Concord Asset Management LLC VA Decreases Stock Position in NextEra Energy, Inc. $NEE

Concord Asset Management LLC VA reduced its holdings in shares of NextEra Energy, Inc. (NYSE:NEE) by 17.4% in the 3rd quarter, HoldingsChannel.com reports. The fund owned 46,146 shares of the utilities provider’s stock after selling 9,716 shares during the period. Concord Asset Management LLC VA’s holdings in NextEra Energy were worth $3,484,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently modified their holdings of the company. National Pension Service grew its position in NextEra Energy by 1.3% in the third quarter. National Pension Service now owns 4,845,447 shares of the utilities provider’s stock valued at $365,783,000 after acquiring an additional 60,324 shares in the last quarter. Synergy Asset Management LLC grew its stake in shares of NextEra Energy by 286.0% during the third quarter. Synergy Asset Management LLC now owns 22,028 shares of the utilities provider’s stock valued at $1,594,000 after acquiring an additional 16,322 shares in the last quarter. Daymark Wealth Partners LLC boosted its holdings in NextEra Energy by 6.5% in the second quarter. Daymark Wealth Partners LLC now owns 45,015 shares of the utilities provider’s stock valued at $3,125,000 after purchasing an additional 2,767 shares during the last quarter. Y Intercept Hong Kong Ltd raised its position in shares of 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 valued at $4,604,000 after purchasing an additional 23,288 shares in the last quarter. Finally, Hunter Perkins Capital Management LLC bought a new stake in shares of NextEra Energy in the third quarter worth $3,966,000. Hedge funds and other institutional investors own 78.72% of the company’s stock.

Insider Transactions at NextEra Energy

In other news, CEO Armando Pimentel, Jr. sold 145,140 shares of the 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 completion of the transaction, the chief executive officer directly owned 162,693 shares in the company, valued at $13,651,569.63. This trade represents a 47.15% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, EVP Charles E. Sieving sold 30,000 shares of the business’s stock in a transaction that occurred on Wednesday, February 4th. The stock was sold at an average price of $90.00, for a total value of $2,700,000.00. Following the sale, the executive vice president directly owned 167,481 shares in the company, valued at approximately $15,073,290. The trade was a 15.19% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders sold 204,586 shares of company stock valued at $17,474,707. Company insiders own 0.20% of the company’s stock.

NextEra Energy Stock Up 0.3%

Shares of NextEra Energy stock opened at $89.48 on Friday. The company has a debt-to-equity ratio of 1.35, a current ratio of 0.60 and a quick ratio of 0.49. NextEra Energy, Inc. has a 1-year low of $61.72 and a 1-year high of $90.99. The business’s fifty day moving average price is $82.88 and its two-hundred day moving average price is $79.49. The company has a market capitalization of $186.35 billion, a P/E ratio of 27.20, a PEG ratio of 2.76 and a beta of 0.76.

NextEra Energy (NYSE:NEE) last issued its quarterly earnings results on Tuesday, January 27th. The utilities provider reported $0.54 EPS for the quarter, beating analysts’ consensus estimates of $0.53 by $0.01. The company had revenue of $6.50 billion for the quarter, compared to analyst estimates of $7.07 billion. NextEra Energy had a return on equity of 12.18% and a net margin of 24.93%.The company’s quarterly revenue was up 20.7% compared to the same quarter last year. During the same period last year, the company earned $0.53 earnings per share. As a group, research analysts forecast that NextEra Energy, Inc. will post 3.68 EPS for the current year.

Analyst Upgrades and Downgrades

A number of research analysts have commented on NEE shares. The Goldman Sachs Group increased their price objective on shares of NextEra Energy from $94.00 to $98.00 and gave the company a “buy” rating in a research note on Wednesday, January 28th. Morgan Stanley reaffirmed an “overweight” rating and set a $104.00 price target on shares of NextEra Energy in a research report on Wednesday, January 21st. Citigroup reiterated a “buy” rating and issued a $96.00 price target (up from $84.00) on shares of NextEra Energy in a research note on Wednesday, October 29th. Barclays upped their price objective on NextEra Energy from $84.00 to $85.00 and gave the company an “equal weight” rating in a research note on Thursday, January 15th. Finally, Wolfe Research boosted their price target on NextEra Energy from $87.00 to $94.00 and gave the company an “outperform” rating in a report on Monday, December 1st. Two investment 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 stock. According to MarketBeat.com, NextEra Energy presently has a consensus rating of “Moderate Buy” and a consensus price target of $92.95.

Key Stories Impacting NextEra Energy

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

• Positive Sentiment: Signed a memorandum with Xcel to deliver generation solutions and enable large loads across Xcel’s territories — supports demand growth and long‑term renewable/large‑load opportunities. Read More.
• Positive Sentiment: Targeting AI data‑center growth via partnerships — positions NextEra to capture high‑margin, large electricity loads that can meaningfully expand renewables/contracted demand. Read More.
• Positive Sentiment: NextEra Energy Capital Holdings issued $1.3B of long‑term debentures — raises capital to fund project builds and provides balance‑sheet flexibility for growth execution. Read More.
• Positive Sentiment: Positive analyst/media coverage highlighting NextEra’s dual regulated/renewables model may support investor interest and justify a premium valuation over peers. Read More.
• Neutral Sentiment: Updated FY‑2025 and FY‑2026 EPS guidance: FY25 3.620–3.700 vs. consensus ~3.690; FY26 3.920–4.020 vs. consensus ~4.000 — guidance is generally in line with Street expectations, so it mainly frames near‑term earnings visibility rather than shocking the market.
• Neutral Sentiment: Analyst coverage remains skewed toward Buy/Moderate Buy with an average target near the low‑$90s, keeping expectations elevated but not uniformly bullish.
• Negative Sentiment: Two senior executives sold sizable blocks of stock on Feb 4 (Charles Sieving: 30,000 shares; Ronald R. Reagan: 18,620 shares) — large insider sales can weigh on sentiment even if routine. SEC filings: Read More. Read More.
• Negative Sentiment: Scrapped Wyoming wind project amid political/permitting headwinds — highlights regulatory/policy risk and the potential for lost near‑term project pipeline. Read More.
• Negative Sentiment: Renewed commentary that NEE may be “overvalued” could damp momentum if investors rotate to cheaper alternatives; valuation remains a focal risk.

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.