Bahl & Gaynor Inc. Has $413.41 Million Position in NextEra Energy, Inc. $NEE

Bahl & Gaynor Inc. lowered its stake in NextEra Energy, Inc. (NYSE:NEE) by 3.3% during the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 5,476,332 shares of the utilities provider’s stock after selling 188,971 shares during the period. NextEra Energy makes up 2.1% of Bahl & Gaynor Inc.’s holdings, making the stock its 10th biggest holding. Bahl & Gaynor Inc.’s holdings in NextEra Energy were worth $413,408,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds have also bought and sold shares of the company. Goodman Advisory Group LLC acquired a new position in shares of NextEra Energy in the 2nd quarter valued at approximately $25,000. Tripletail Wealth Management LLC acquired a new stake in shares of NextEra Energy during the 3rd quarter worth approximately $25,000. Howard Hughes Medical Institute bought a new position in NextEra Energy in the second quarter valued at approximately $31,000. Rexford Capital Inc. acquired a new position in NextEra Energy during the second quarter valued at approximately $34,000. Finally, Abound Wealth Management raised its position in NextEra Energy by 108.2% during the third quarter. Abound Wealth Management now owns 456 shares of the utilities provider’s stock valued at $34,000 after purchasing an additional 237 shares in the last quarter. Institutional investors own 78.72% of the company’s stock.

Analysts Set New Price Targets

Several equities analysts have recently issued reports on NEE shares. Morgan Stanley reiterated an “overweight” rating and issued a $106.00 price target on shares of NextEra Energy in a research note on Friday, February 20th. UBS Group set a $91.00 price objective on NextEra Energy and gave the company a “buy” rating in a research note on Wednesday, December 17th. HSBC boosted their target price on NextEra Energy from $96.00 to $103.00 and gave the stock a “buy” rating in a research note on Monday, February 23rd. JPMorgan Chase & Co. raised their price target on shares of NextEra Energy from $94.00 to $97.00 and gave the company an “overweight” rating in a research note on Thursday, December 11th. Finally, Wells Fargo & Company upped their price objective on shares of NextEra Energy from $97.00 to $98.00 and gave the stock an “overweight” rating in a research report on Tuesday, January 20th. Two equities research analysts have rated the stock with a Strong Buy rating, fourteen have given a Buy rating and four have assigned a Hold rating to the stock. According to data from MarketBeat, NextEra Energy presently has an average rating of “Moderate Buy” and an average target price of $93.47.

Insider Activity at NextEra Energy

In related news, CEO John W. Ketchum sold 99,603 shares of the firm’s stock in a transaction on Monday, February 9th. The stock was sold at an average price of $89.34, for a total transaction of $8,898,532.02. Following the completion of the transaction, the chief executive officer directly owned 305,933 shares of the company’s stock, valued at $27,332,054.22. This trade represents a 24.56% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. Also, EVP Ronald R. Reagan sold 18,620 shares of the company’s stock in a transaction dated Wednesday, February 4th. The shares were sold at an average price of $90.00, for a total value of $1,675,800.00. Following the completion of the sale, the executive vice president owned 9,643 shares in the company, valued at $867,870. This trade represents a 65.88% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 159,049 shares of company stock worth $14,194,542 over the last three months. Company insiders own 0.18% of the company’s stock.

NextEra Energy Stock Performance

Shares of NEE stock opened at $93.68 on Monday. The business’s 50-day moving average price is $86.09 and its 200-day moving average price is $81.77. NextEra Energy, Inc. has a 12 month low of $61.72 and a 12 month high of $95.91. The company has a current ratio of 0.60, a quick ratio of 0.49 and a debt-to-equity ratio of 1.35. The firm has a market capitalization of $195.18 billion, a price-to-earnings ratio of 28.47 and a beta of 0.75.

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

NextEra Energy Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, March 16th. Investors of record on Friday, February 27th will be paid a $0.6232 dividend. This is a positive change from NextEra Energy’s previous quarterly dividend of $0.57. This represents a $2.49 annualized dividend and a dividend yield of 2.7%. The ex-dividend date of this dividend is Friday, February 27th. NextEra Energy’s payout ratio is presently 75.68%.

Key Headlines Impacting NextEra Energy

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

• Positive Sentiment: Scale + AI tailwinds: MarketBeat highlights utilities — and NEE in particular — as beneficiaries of rising data‑center and AI power demand, noting analyst upgrades and strong YTD performance that support a longer‑term growth narrative. This reinforces the bull case that NextEra’s mix of regulated utility assets and renewables could see higher utilization and pricing over time. Utilities: The Unexpected AI Infrastructure Trade
• Neutral Sentiment: Valuation re‑assessment: A Yahoo Finance piece reviews NextEra’s strong one‑year shareholder returns and questions current valuation levels — useful context for investors deciding whether recent gains already reflect future growth. Assessing NextEra Energy (NEE) Valuation
• Neutral Sentiment: Unusually large call activity: Traders bought ~217,413 call options (a ~941% jump vs. typical daily call volume). This could signal speculative bullish positioning or structured hedging ahead of corporate events — outcome is ambiguous for longer‑term holders.
• Negative Sentiment: $2.0B equity units offering — dilution and near‑term pressure: NextEra priced a public offering of $2.0 billion of equity units (underwriters have an option for an additional $300M) to fund energy projects; the deal is expected to close March 3. The announcement prompted a selloff this week (shares fell notably on the news). Investors should weigh the growth use of proceeds against near‑term share dilution and increased float. NextEra to sell $2 billion of equity units NEE Stock Drops on $2B Equity Offering

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.