Gradient Investments LLC Decreases Stock Holdings in NextEra Energy, Inc. $NEE

Gradient Investments LLC lessened its stake in NextEra Energy, Inc. (NYSE:NEE) by 39.9% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 265,698 shares of the utilities provider’s stock after selling 176,748 shares during the period. Gradient Investments LLC’s holdings in NextEra Energy were worth $21,330,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other large investors have also added to or reduced their stakes in the company. Tripletail Wealth Management LLC purchased a new position in NextEra Energy in the third quarter worth $25,000. Goodman Advisory Group LLC acquired a new stake in shares of NextEra Energy in the 2nd quarter worth $25,000. Strive Asset Management LLC acquired a new stake in shares of NextEra Energy in the 3rd quarter worth $29,000. Howard Hughes Medical Institute purchased a new position in NextEra Energy during the 2nd quarter worth $31,000. Finally, Abound Wealth Management grew its stake in NextEra Energy by 108.2% during the 3rd quarter. Abound Wealth Management now owns 456 shares of the utilities provider’s stock worth $34,000 after buying an additional 237 shares during the last quarter. 78.72% of the stock is currently owned by institutional investors.

NextEra Energy News Summary

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

• Positive Sentiment: Federal approval for up to 10 GW of natural‑gas generation in Texas and Pennsylvania — this is a large, near‑term capacity build that supports revenue growth, project backlog and visibility for regulated and merchant earnings; market headlines around the approval drove buying interest earlier in the session. Trump approves up to 10 GW of NextEra gas power projects in Texas
• Positive Sentiment: Company press release confirming presidential approval and positioning the projects within a broader U.S. trade framework — reinforces execution pathway and gives management a clearer funding/use case for new builds. NextEra Energy receives approval from President Donald J. Trump to develop up to 10 GW…
• Neutral Sentiment: Coverage in utilities/ETF stories highlights NextEra as a core utility/clean‑energy holding — good for longer‑term demand from income and ESG investors but unlikely to move the stock materially on its own. Forget Savings Accounts and Buy These 2 Utility ETFs Instead
• Negative Sentiment: Planned $2 billion equity units offering to fund projects — raises near‑term dilution and supply concerns that can pressure the share price even if proceeds finance growth. The financing context likely offset some of the positive reaction to the project approval. NextEra Energy, Inc. (NEE) Plans to Sell $2 billion in Equity Units to Fund Energy Projects
• Negative Sentiment: Despite the approval headlines, heavy intraday selling drove the stock lower on the session reported — volume was well above average, suggesting profit‑taking or positioning changes by institutional holders after the initial rally. (Market data: volume ~21M vs avg ~9.9M.)

Analyst Ratings Changes

A number of research firms have commented on NEE. BMO Capital Markets set a $95.00 price target on NextEra Energy in a research note on Thursday, January 29th. Wall Street Zen upgraded NextEra Energy from a “sell” rating to a “hold” rating in a research note on Saturday, February 28th. Mizuho set a $90.00 price objective on shares of NextEra Energy and gave the company a “neutral” rating in a report on Wednesday, January 28th. Morgan Stanley reaffirmed an “overweight” rating and issued a $106.00 price objective on shares of NextEra Energy in a research report on Friday, February 20th. Finally, Seaport Research Partners lowered their target price on shares of NextEra Energy from $56.00 to $55.00 and set a “sell” rating for the company in a research note on Monday, February 2nd. Two equities research analysts have rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating and four have issued a Hold rating to the stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $94.44.

NextEra Energy Stock Performance

Shares of NEE opened at $89.63 on Monday. The stock has a 50-day moving average of $89.59 and a two-hundred day moving average of $83.64. NextEra Energy, Inc. has a one year low of $61.72 and a one year high of $95.91. The company has a debt-to-equity ratio of 1.35, a quick ratio of 0.49 and a current ratio of 0.60. The stock has a market cap of $186.75 billion, a P/E ratio of 27.24 and a beta of 0.76.

NextEra Energy (NYSE:NEE) last announced its quarterly earnings data 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. NextEra Energy had a return on equity of 12.18% and a net margin of 24.93%.The business had revenue of $6.50 billion for the quarter, compared to analyst estimates of $7.07 billion. During the same period in the prior year, the company earned $0.53 earnings per share. The company’s revenue was up 20.7% on a year-over-year basis. As a group, research analysts predict that NextEra Energy, Inc. will post 3.68 EPS for the current year.

NextEra Energy Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Monday, March 16th. Investors of record on Friday, February 27th were issued a $0.6232 dividend. This is a boost from NextEra Energy’s previous quarterly dividend of $0.57. The ex-dividend date was Friday, February 27th. This represents a $2.49 annualized dividend and a yield of 2.8%. NextEra Energy’s dividend payout ratio is currently 75.68%.

Insider Activity at NextEra Energy

In other news, EVP Charles E. Sieving sold 30,000 shares of the company’s stock in a transaction on Wednesday, February 4th. The shares were 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 of the company’s stock, valued at $15,073,290. This represents a 15.19% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO John W. Ketchum sold 99,603 shares of the 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 sale, the chief executive officer owned 305,933 shares in the company, valued at $27,332,054.22. The trade was a 24.56% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 190,816 shares of company stock worth $17,075,619 in the last ninety days. 0.20% of the stock is owned by company insiders.

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.