Claris Financial LLC Invests $552,000 in NextEra Energy, Inc. $NEE

Claris Financial LLC bought a new stake in NextEra Energy, Inc. (NYSE:NEE) in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund bought 6,881 shares of the utilities provider’s stock, valued at approximately $552,000.

Other institutional investors also recently bought and sold shares of the company. Indivisible Partners bought a new position in shares of NextEra Energy in the 4th quarter worth about $1,355,000. First Long Island Investors LLC purchased a new stake in NextEra Energy in the third quarter worth about $14,198,000. SevenBridge Financial Group LLC grew its holdings in NextEra Energy by 39.7% in the third quarter. SevenBridge Financial Group LLC now owns 49,603 shares of the utilities provider’s stock worth $3,745,000 after purchasing an additional 14,089 shares during the period. Carnegie Investment Counsel increased its stake in shares of NextEra Energy by 9.4% during the fourth quarter. Carnegie Investment Counsel now owns 458,141 shares of the utilities provider’s stock valued at $36,780,000 after purchasing an additional 39,250 shares in the last quarter. Finally, Swedbank AB increased its stake in shares of NextEra Energy by 13.4% during the fourth quarter. Swedbank AB now owns 1,016,630 shares of the utilities provider’s stock valued at $81,615,000 after purchasing an additional 120,389 shares in the last quarter. 78.72% of the stock is currently owned by hedge funds and other institutional investors.

Key Stories Impacting NextEra Energy

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

• Positive Sentiment: Bernstein upgraded NextEra Energy (NEE) to strong-buy, reinforcing bullish sentiment around the utility’s growth prospects and valuation. Zacks.com
• Positive Sentiment: UBS analyst William Appicelli initiated coverage on NextEra Energy with a Buy rating, citing Dominion merger synergies and data-center-driven growth upside. Article
• Positive Sentiment: Several articles highlight NextEra’s clean-energy push, renewables backlog, stable cash flows, and improving return on equity, which could support longer-term earnings growth. Article
• Neutral Sentiment: Market commentary says NextEra may be undervalued on its Dominion/data-center story, but the stock has also seen recent weakness over the past month and quarter. Article
• Neutral Sentiment: Broader utility-stock coverage and commentary continue to frame NextEra as a defensive income play with stable cash flows, supporting investor interest without a major new catalyst. Article

NextEra Energy Trading Up 1.1%

Shares of NYSE NEE opened at $86.67 on Friday. The firm’s 50 day moving average price is $90.39 and its 200-day moving average price is $88.29. The company has a market cap of $180.73 billion, a PE ratio of 22.05, a P/E/G ratio of 2.51 and a beta of 0.68. NextEra Energy, Inc. has a 52-week low of $67.20 and a 52-week high of $98.75. The company has a debt-to-equity ratio of 1.41, a quick ratio of 0.44 and a current ratio of 0.54.

NextEra Energy (NYSE:NEE) last posted its quarterly earnings results on Thursday, April 23rd. The utilities provider reported $1.09 EPS for the quarter, beating analysts’ consensus estimates of $1.03 by $0.06. The firm had revenue of $6.70 billion for the quarter, compared to analysts’ expectations of $7.43 billion. NextEra Energy had a net margin of 29.36% and a return on equity of 12.25%. The business’s revenue for the quarter was up 7.3% on a year-over-year basis. During the same quarter in the prior year, the company posted $0.99 earnings per share. NextEra Energy has set its FY 2026 guidance at 3.920-4.02 EPS. On average, equities research analysts expect that NextEra Energy, Inc. will post 4.01 EPS for the current fiscal year.

NextEra Energy Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Monday, June 15th. Shareholders of record on Friday, June 5th were paid a dividend of $0.6232 per share. This represents a $2.49 annualized dividend and a yield of 2.9%. The ex-dividend date was Friday, June 5th. NextEra Energy’s dividend payout ratio (DPR) is currently 63.36%.

Wall Street Analysts Forecast Growth

NEE has been the topic of a number of analyst reports. Scotiabank boosted their price target on NextEra Energy from $102.00 to $110.00 and gave the stock a “sector perform” rating in a research report on Friday, April 24th. JPMorgan Chase & Co. raised their price objective on NextEra Energy from $100.00 to $105.00 and gave the company an “overweight” rating in a research report on Wednesday, May 13th. BTIG Research reiterated a “buy” rating and set a $112.00 price objective on shares of NextEra Energy in a research note on Friday, April 24th. Morgan Stanley set a $111.00 target price on NextEra Energy in a report on Thursday, May 21st. Finally, DA Davidson increased their target price on NextEra Energy from $95.00 to $105.00 and gave the stock a “buy” rating in a research note on Tuesday, May 5th. Two equities research analysts have rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and four have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $99.57.

NextEra Energy 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.