NextEra Energy, Inc. $NEE Shares Purchased by Diversified Trust Co.

Diversified Trust Co. boosted its position in shares of NextEra Energy, Inc. (NYSE:NEE) by 41.5% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 45,231 shares of the utilities provider’s stock after purchasing an additional 13,266 shares during the period. Diversified Trust Co.’s holdings in NextEra Energy were worth $3,631,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently bought and sold shares of the company. Breakwater Capital Group grew its stake in shares of NextEra Energy by 1.0% in the 4th quarter. Breakwater Capital Group now owns 14,985 shares of the utilities provider’s stock valued at $1,203,000 after buying an additional 147 shares during the period. Affinity Capital Advisors LLC increased its holdings in shares of NextEra Energy by 24.9% during the 4th quarter. Affinity Capital Advisors LLC now owns 4,024 shares of the utilities provider’s stock worth $323,000 after buying an additional 801 shares during the last quarter. Carr Financial Group Corp purchased a new stake in shares of NextEra Energy during the 4th quarter valued at approximately $208,000. Norway Savings Bank raised its position in shares of NextEra Energy by 4.8% during the 4th quarter. Norway Savings Bank now owns 24,457 shares of the utilities provider’s stock valued at $1,963,000 after buying an additional 1,119 shares during the period. Finally, Baker Tilly Wealth Management LLC acquired a new position in NextEra Energy in the fourth quarter valued at approximately $378,000. 78.72% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity

In other NextEra Energy news, EVP Charles E. Sieving sold 30,000 shares of the business’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 completion of the transaction, the executive vice president owned 167,481 shares in the company, valued at $15,073,290. The trade was a 15.19% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at the SEC website. Also, EVP Nicole J. Daggs sold 4,934 shares of the business’s stock in a transaction on Friday, March 13th. The stock was sold at an average price of $93.00, for a total transaction of $458,862.00. Following the completion of the transaction, the executive vice president owned 16,905 shares of the company’s stock, valued at approximately $1,572,165. This trade represents a 22.59% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 190,816 shares of company stock worth $17,075,619 over the last 90 days. Company insiders own 0.18% of the company’s stock.

Analysts Set New Price Targets

NEE has been the subject of several analyst reports. Wall Street Zen upgraded NextEra Energy from a “sell” rating to a “hold” rating in a research report on Saturday, February 28th. Argus set a $92.00 target price on NextEra Energy and gave the company a “buy” rating in a research report on Wednesday, January 28th. Weiss Ratings lowered NextEra Energy from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Tuesday, February 17th. Jefferies Financial Group set a $87.00 price target on NextEra Energy in a report on Wednesday, January 14th. Finally, BMO Capital Markets set a $95.00 price objective on NextEra Energy in a research report on Thursday, January 29th. Two research analysts have rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating and four have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $94.44.

NextEra Energy Stock Performance

Shares of NextEra Energy stock opened at $91.61 on Wednesday. The business has a 50-day moving average of $89.97 and a 200 day moving average of $83.92. NextEra Energy, Inc. has a 12 month low of $61.72 and a 12 month high of $95.91. The stock has a market capitalization of $190.86 billion, a price-to-earnings ratio of 27.84 and a beta of 0.76. 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 (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. The company had revenue of $6.50 billion for the quarter, compared to analyst estimates of $7.07 billion. NextEra Energy had a net margin of 24.93% and a return on equity of 12.18%. The business’s revenue for the quarter was up 20.7% compared to the same quarter last year. During the same period in the prior year, the firm earned $0.53 earnings per share. As a group, sell-side analysts forecast that NextEra Energy, Inc. will post 3.68 earnings per share for the current year.

NextEra Energy Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Monday, March 16th. Investors of record on Friday, February 27th were issued a $0.6232 dividend. This represents a $2.49 dividend on an annualized basis and a dividend yield of 2.7%. This is an increase from NextEra Energy’s previous quarterly dividend of $0.57. The ex-dividend date was Friday, February 27th. NextEra Energy’s dividend payout ratio (DPR) is presently 75.68%.

Key Headlines Impacting NextEra Energy

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

• Positive Sentiment: NextEra won a federal agreement to expand U.S. natural‑gas generation capacity, a move that boosts near‑term project backlog and cash‑flow visibility as the company balances gas and clean generation. NextEra’s Federal Energy Deal Could Power Its Stock to Higher Highs
• Positive Sentiment: CEO John Ketchum said NextEra has secured land in Texas for a large gas‑fired plant intended to power major data‑center campuses tied to a U.S.–Japan investment pact — a direct commercial win that aligns with rising AI/data‑center power demand. NextEra secures land in Texas for giant gas plant to power data centers, CEO says
• Positive Sentiment: NextEra is partnering with NVIDIA, Emerald AI and other energy firms on “AI factory” projects that treat flexible AI loads as grid assets — opening new revenue streams from demand flexibility and grid services. NVIDIA and Emerald AI Join Leading Energy Companies to Pioneer Flexible AI Factories as Grid Assets
• Positive Sentiment: BTIG initiated coverage with a Buy, which can lift sentiment among institutional investors and supports multiple buy‑side flows into the name. NextEra Energy (NEE) Receives a Buy from BTIG
• Neutral Sentiment: CEO interviews at CERAWeek reinforced demand narratives (AI, data centers, M&A interest) — useful for investor confidence though mainly narrative rather than new contracts. NextEra CEO John Ketchum on Energy Demand, AI Power Needs at CERAWeek
• Neutral Sentiment: A Wall Street roundup included NEE among potential winners, which may help sentiment but offers no new company‑specific catalysts. Wall Street Thinks These 5 Stocks Could Be the Next Big Winners
• Neutral Sentiment: Analyst comparison vs. AEP highlights NextEra’s stronger ROE, EPS outlook and heavy capex plan — supportive long‑term thesis but not an immediate price catalyst. NEE vs. AEP: Which Power Utility Offers Stronger Investment Potential?
• Neutral Sentiment: Federal hub site selection (Comstock press release) supports the broader Texas natural‑gas hub initiative; it’s indirectly positive for participants but not a direct NextEra announcement. COMSTOCK RESOURCES, INC. ANNOUNCES SELECTION OF WESTERN HAYNESVILLE SITE TO HOST POWER GENERATION HUB

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.