NextEra Energy, Inc. $NEE Shares Sold by Avity Investment Management Inc.

Avity Investment Management Inc. lowered its position in shares of NextEra Energy, Inc. (NYSE:NEE) by 6.1% in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 475,660 shares of the utilities provider’s stock after selling 30,855 shares during the period. NextEra Energy makes up approximately 2.5% of Avity Investment Management Inc.’s portfolio, making the stock its 18th largest position. Avity Investment Management Inc.’s holdings in NextEra Energy were worth $35,908,000 at the end of the most recent quarter.

Other institutional investors have also recently made changes to their positions in the company. Goodman Advisory Group LLC purchased a new position in NextEra Energy in the second quarter worth approximately $25,000. Tripletail Wealth Management LLC acquired a new stake in NextEra Energy during the third quarter worth $25,000. Strive Asset Management LLC purchased a new stake in NextEra Energy in the third quarter valued at $29,000. Howard Hughes Medical Institute purchased a new stake in NextEra Energy in the second quarter valued at $31,000. Finally, Rexford Capital Inc. acquired a new position in shares of NextEra Energy in the 2nd quarter valued at $34,000. Hedge funds and other institutional investors own 78.72% of the company’s stock.

Analyst Ratings Changes

A number of research firms have recently weighed in on NEE. The Goldman Sachs Group increased their price target on NextEra Energy from $94.00 to $98.00 and gave the stock a “buy” rating in a report on Wednesday, January 28th. Morgan Stanley reaffirmed an “overweight” rating and issued a $106.00 target price on shares of NextEra Energy in a research report on Friday, February 20th. BTIG Research reaffirmed a “buy” rating and set a $103.00 target price on shares of NextEra Energy in a research note on Wednesday, January 28th. Wall Street Zen upgraded shares of NextEra Energy from a “sell” rating to a “hold” rating in a research report on Saturday, February 28th. Finally, JPMorgan Chase & Co. boosted 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. 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 company’s stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $94.16.

NextEra Energy News Summary

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

• Positive Sentiment: Company plans major capacity build to serve data centers — management announced a target to add 15–30 GW of U.S. power generation capacity by 2035, signaling a sizable growth runway tied to hyperscaler/data‑center demand. NextEra Energy (NEE) Aims for Power Generation Capacity Expansion
• Positive Sentiment: Longer-term growth outlook reinforced — investor pieces highlight NextEra as a multi‑year compounder and cite management guidance for roughly an 8%+ CAGR over the next several years, supporting the case for steady earnings and project-driven expansion. 2 Monster Stocks to Hold for the Next 10 Years
• Positive Sentiment: Strong recent performance and momentum — coverage notes NEE has significantly outperformed utilities and the S&P over the last year (~+28.7%), reflecting investor appetite for clean‑energy exposure and rate‑cut tailwinds. NextEra Surges Past Industry Over a Year: How to Play the Stock?
• Positive Sentiment: Dividend increased — the quarterly payout was raised (most recent payment implied a $2.49 annualized payout), which supports income investors and signals confidence in cash flow. (Reported in recent company/MarketBeat disclosures.)
• Neutral Sentiment: Analyst mix is broadly constructive but varied — several firms have buy/hold ratings and the consensus is a “Moderate Buy” with an average target near the low‑$90s; that implies limited upside from current levels absent stronger near‑term beats or guidance.
• Neutral Sentiment: Peer comparison / sector story — coverage comparing NextEra to peers (e.g., Constellation) highlights the data‑center demand story as a sector theme; useful for positioning but not an immediate stock catalyst. Better Utility Stock: Constellation Energy vs. NextEra Energy
• Negative Sentiment: Insider selling — EVP Nicole Daggs disclosed a sale of 4,934 shares (SEC filing), which can be interpreted as a near‑term negative signal for some investors even though insiders sell for many reasons. SEC Form 4 — Nicole J. Daggs
• Negative Sentiment: Recent quarterly revenue shortfall and a high payout ratio — last reported quarter beat EPS but missed revenue vs. estimates and the payout ratio is elevated (~75.7%), which raises sensitivity to cash‑flow volatility for investors focused on dividend sustainability.

Insiders Place Their Bets

In other NextEra Energy news, EVP Charles E. Sieving sold 30,000 shares of the stock in a transaction that occurred on Wednesday, February 4th. The shares were sold at an average price of $90.00, for a total transaction of $2,700,000.00. Following the sale, the executive vice president directly owned 167,481 shares in the company, valued at $15,073,290. This represents a 15.19% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, EVP Terrell Kirk Crews II sold 19,672 shares of the firm’s stock in a transaction that occurred on Monday, March 9th. The shares were sold at an average price of $90.27, for a total transaction of $1,775,791.44. Following the completion of the transaction, the executive vice president directly owned 73,857 shares of the company’s stock, valued at $6,667,071.39. This represents a 21.03% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 190,816 shares of company stock valued at $17,075,619. 0.18% of the stock is owned by company insiders.

NextEra Energy Price Performance

NEE stock opened at $92.55 on Wednesday. The business’s fifty day moving average price is $88.88 and its 200 day moving average price is $83.24. 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 company has a market capitalization of $192.83 billion, a PE ratio of 28.13 and a beta of 0.76.

NextEra Energy (NYSE:NEE) last announced its 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 during the quarter, compared to analysts’ expectations 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% on a year-over-year basis. During the same period last year, the business posted $0.53 EPS. On average, sell-side analysts anticipate 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 was paid on Monday, March 16th. Stockholders of record on Friday, February 27th were paid a $0.6232 dividend. The ex-dividend date of this dividend was Friday, February 27th. 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%. NextEra Energy’s payout ratio is 75.68%.

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.