Financial & Tax Architects LLC Has $8.11 Million Stock Holdings in NextEra Energy, Inc. $NEE

Financial & Tax Architects LLC lowered its holdings in NextEra Energy, Inc. (NYSE:NEE) by 7.4% during the first quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 87,289 shares of the utilities provider’s stock after selling 7,024 shares during the quarter. NextEra Energy accounts for about 1.8% of Financial & Tax Architects LLC’s investment portfolio, making the stock its 13th largest position. Financial & Tax Architects LLC’s holdings in NextEra Energy were worth $8,107,000 at the end of the most recent quarter.

Other institutional investors also recently added to or reduced their stakes in the company. Laurel Wealth Advisors LLC bought a new position in NextEra Energy during the fourth quarter worth $25,000. Anfield Capital Management LLC grew its position in NextEra Energy by 692.3% in the 4th 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 last quarter. Wealth Watch Advisors INC grew its position in NextEra Energy by 223.8% in the 4th quarter. Wealth Watch Advisors INC now owns 327 shares of the utilities provider’s stock worth $26,000 after purchasing an additional 226 shares during the last quarter. Osbon Capital Management LLC bought a new position in shares of NextEra Energy during the 4th quarter worth about $27,000. Finally, Strive Asset Management LLC bought a new position in shares of NextEra Energy during the 3rd quarter worth about $29,000. 78.72% of the stock is owned by institutional investors.

NextEra Energy News Roundup

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

• Positive Sentiment: NextEra is being viewed as a potential beneficiary of rising AI electricity demand, with coverage suggesting its scale in clean power generation could make it a key supplier as data centers need more uninterrupted power. Why Is NextEra Energy (NYSE:NEE) Linked to S&P 500 AI Demand?
• Positive Sentiment: Articles also emphasize NextEra’s clean-power leadership, which could support longer-term growth if utilities and hyperscale tech customers keep prioritizing low-carbon electricity. NextEra Energy Inc (NYSE:NEE) Leads Clean Power Focus
• Positive Sentiment: Analysts are still expecting modest earnings growth into the company’s upcoming quarterly report, which keeps the near-term earnings setup constructive if NextEra can meet expectations. Earnings Preview: What To Expect From NextEra Energy’s Report
• Neutral Sentiment: Several pieces compare NextEra with other utilities such as FirstEnergy, mainly focusing on relative value rather than a major new catalyst, so these stories are more about investor positioning than a clear stock-moving event. FE or NEE: Which Is the Better Value Stock Right Now?
• Neutral Sentiment: Coverage about NextEra facing a “power demand test” underscores that investors are watching whether AI-related electricity growth translates into durable earnings, but it does not point to a specific near-term change in fundamentals. NextEra Energy (NYSE:NEE) Faces A Power Demand Test
• Negative Sentiment: Regulatory scrutiny is a key overhang: a U.S. senator has asked regulators to reject NextEra’s roughly $66.8 billion Dominion acquisition, warning it could concentrate too much power in one company. That raises deal-risk and potential delay risk for the stock. US senator asks regulator to reject giant NextEra-Dominion power deal, filing
• Negative Sentiment: One analyst comparison noted that other clean-energy names may offer more upside than NEE, suggesting some investors may see NextEra as less attractive on a valuation basis after its recent run. NextEra’s Dominion Deal Could Put It at the Center of the AI Power Race

NextEra Energy Price Performance

NYSE:NEE opened at $87.72 on Wednesday. The company has a debt-to-equity ratio of 1.41, a quick ratio of 0.44 and a current ratio of 0.54. The company has a 50-day moving average of $89.54 and a 200-day moving average of $88.55. NextEra Energy, Inc. has a 52 week low of $67.54 and a 52 week high of $98.75. The company has a market capitalization of $182.93 billion, a price-to-earnings ratio of 22.32, a PEG ratio of 2.60 and a beta of 0.68.

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

NextEra Energy Dividend Announcement

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

Wall Street Analysts Forecast Growth

Several equities research analysts recently weighed in on the stock. TD Cowen increased their target price on shares of NextEra Energy from $99.00 to $101.00 and gave the company a “buy” rating in a research note on Monday, April 27th. Weiss Ratings lowered NextEra Energy from a “buy (b)” rating to a “buy (b-)” rating in a research note on Thursday, June 11th. DA Davidson boosted their price target on NextEra Energy from $95.00 to $105.00 and gave the company a “buy” rating in a research note on Tuesday, May 5th. Barclays set a $90.00 price target on NextEra Energy and gave the company an “equal weight” rating in a report on Tuesday, May 26th. Finally, JPMorgan Chase & Co. raised their price objective on NextEra Energy from $100.00 to $105.00 and gave the stock an “overweight” rating in a research report on Wednesday, May 13th. Two equities research 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 stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $99.86.

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.