Apella Capital LLC Has $3.51 Million Holdings in NextEra Energy, Inc. $NEE

Apella Capital LLC increased its stake in shares of NextEra Energy, Inc. (NYSE:NEE) by 286.4% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 38,156 shares of the utilities provider’s stock after buying an additional 28,280 shares during the quarter. Apella Capital LLC’s holdings in NextEra Energy were worth $3,510,000 at the end of the most recent reporting period.

Other hedge funds have also recently added to or reduced their stakes in the company. Anfield Capital Management LLC lifted its position in NextEra Energy by 692.3% during the fourth quarter. Anfield Capital Management LLC now owns 309 shares of the utilities provider’s stock worth $25,000 after purchasing an additional 270 shares during the period. Laurel Wealth Advisors LLC acquired a new position in shares of NextEra Energy in the 4th quarter valued at approximately $25,000. Wealth Watch Advisors INC lifted its holdings in shares of NextEra Energy by 223.8% during the 4th quarter. Wealth Watch Advisors INC now owns 327 shares of the utilities provider’s stock worth $26,000 after acquiring an additional 226 shares during the period. Osbon Capital Management LLC bought a new stake in shares of NextEra Energy during the 4th quarter worth approximately $27,000. Finally, Quest 10 Wealth Builders Inc. boosted its position in shares of NextEra Energy by 135.4% during the 4th quarter. Quest 10 Wealth Builders Inc. now owns 379 shares of the utilities provider’s stock worth $30,000 after acquiring an additional 218 shares in the last quarter. Institutional investors own 78.72% of the company’s stock.

Key Headlines Impacting NextEra Energy

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

• Positive Sentiment: Morgan Stanley raised its price target on NextEra Energy to $117 from $111 and reiterated an overweight rating, signaling continued upside potential and supporting bullish sentiment. Morgan Stanley price target update
• Positive Sentiment: Analysts and market commentary highlighted NextEra’s large capital plan through 2030, including investments in Florida Power & Light, renewables, and storage, which could drive steady long-term earnings growth. Strategic investments article
• Positive Sentiment: Several articles tied NextEra to rising AI electricity demand, which reinforces the company’s role as a potential beneficiary of higher power needs from data centers and related infrastructure. AI boom energy trade article
• Neutral Sentiment: Recent coverage also focused on whether the stock still offers value after its strong one-year rally, suggesting investors are weighing growth prospects against a less attractive valuation. Valuation article
• Neutral Sentiment: Erste Group Bank AG downgraded NextEra Energy from buy to hold, which could temper enthusiasm, but the move does not indicate a bearish stance. Downgrade reference
• Neutral Sentiment: Investor interest remains elevated, and recent commentary noted the stock has been active despite broader market weakness. Recent stock movement article

Analyst Upgrades and Downgrades

NEE has been the topic of a number of research analyst reports. UBS Group raised their target price on NextEra Energy from $91.00 to $104.00 and gave the company a “buy” rating in a report on Thursday, March 5th. JPMorgan Chase & Co. boosted their price target on NextEra Energy from $100.00 to $105.00 and gave the stock an “overweight” rating in a report on Wednesday, May 13th. Erste Group Bank downgraded NextEra Energy from a “buy” rating to a “hold” rating in a research report on Thursday. Scotiabank raised their price objective on NextEra Energy from $102.00 to $110.00 and gave the company a “sector perform” rating in a research note on Friday, April 24th. Finally, DA Davidson lifted their target price on NextEra Energy from $95.00 to $105.00 and gave the company a “buy” rating in a research report on Tuesday, May 5th. Two analysts have rated the stock with a Strong Buy rating, fifteen have given a Buy rating and five have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, NextEra Energy presently has a consensus rating of “Moderate Buy” and an average target price of $99.86.

NextEra Energy Stock Performance

NYSE NEE opened at $87.68 on Friday. The company has a market capitalization of $182.83 billion, a price-to-earnings ratio of 22.31, a PEG ratio of 2.57 and a beta of 0.68. NextEra Energy, Inc. has a twelve month low of $67.20 and a twelve month high of $98.75. The stock has a fifty day simple moving average of $89.74 and a 200 day simple moving average of $88.38. The company has a quick ratio of 0.44, a current ratio of 0.54 and a debt-to-equity ratio of 1.41.

NextEra Energy (NYSE:NEE) last announced its earnings results on Thursday, April 23rd. The utilities provider reported $1.09 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.03 by $0.06. The business had revenue of $6.70 billion during the quarter, compared to analyst estimates of $7.43 billion. NextEra Energy had a return on equity of 12.25% and a net margin of 29.36%.NextEra Energy’s revenue for the quarter was up 7.3% compared to the same quarter last year. During the same period last year, the company earned $0.99 EPS. NextEra Energy has set its FY 2026 guidance at 3.920-4.02 EPS. Sell-side analysts expect that NextEra Energy, Inc. will post 4.01 EPS for the current year.

NextEra Energy Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Monday, June 15th. Stockholders of record on Friday, June 5th were given a dividend of $0.6232 per share. This represents a $2.49 dividend on an annualized basis and a dividend yield of 2.8%. The ex-dividend date was Friday, June 5th. NextEra Energy’s dividend payout ratio (DPR) is 63.36%.

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.