Donaldson Capital Management LLC Decreases Holdings in NextEra Energy, Inc. $NEE

Donaldson Capital Management LLC lowered its stake in NextEra Energy, Inc. (NYSE:NEE) by 9.0% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 96,342 shares of the utilities provider’s stock after selling 9,557 shares during the period. Donaldson Capital Management LLC’s holdings in NextEra Energy were worth $7,273,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Activest Wealth Management raised its stake in shares of NextEra Energy by 79.7% in the second quarter. Activest Wealth Management now owns 354 shares of the utilities provider’s stock valued at $25,000 after acquiring an additional 157 shares during the period. Harbor Asset Planning Inc. purchased a new position in shares of NextEra Energy during the 2nd quarter worth about $25,000. Goodman Advisory Group LLC bought a new position in NextEra Energy during the 2nd quarter valued at about $25,000. Tripletail Wealth Management LLC purchased a new stake in NextEra Energy in the 3rd quarter worth about $25,000. Finally, Quaker Wealth Management LLC raised its position in NextEra Energy by 200.0% in the 2nd quarter. Quaker Wealth Management LLC now owns 386 shares of the utilities provider’s stock worth $27,000 after purchasing an additional 772 shares during the period. 78.72% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling

In other news, CEO Armando Pimentel, Jr. sold 145,140 shares of NextEra Energy stock in a transaction on Monday, November 17th. The stock was sold at an average price of $83.91, for a total value of $12,178,697.40. Following the transaction, the chief executive officer directly owned 162,693 shares in the company, valued at approximately $13,651,569.63. This trade represents a 47.15% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, EVP Ronald R. Reagan sold 10,826 shares of the company’s stock in a transaction on Thursday, January 22nd. The stock was sold at an average price of $85.00, for a total value of $920,210.00. Following the sale, the executive vice president owned 15,643 shares of the company’s stock, valued at $1,329,655. This trade represents a 40.90% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 0.20% of the stock is currently owned by company insiders.

Analyst Upgrades and Downgrades

Several research analysts have issued reports on NEE shares. Weiss Ratings restated a “buy (b-)” rating on shares of NextEra Energy in a research report on Monday, December 29th. The Goldman Sachs Group boosted their price objective on NextEra Energy from $94.00 to $98.00 and gave the company a “buy” rating in a report on Wednesday. BTIG Research reaffirmed a “buy” rating and issued a $103.00 price objective on shares of NextEra Energy in a research report on Wednesday. Wells Fargo & Company lifted their target price on NextEra Energy from $97.00 to $98.00 and gave the stock an “overweight” rating in a research report on Tuesday, January 20th. Finally, Mizuho set a $90.00 target price on shares of NextEra Energy and gave the company a “neutral” rating in a research note on Wednesday. Two equities research analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and four have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $92.95.

NextEra Energy Price Performance

Shares of NEE stock opened at $87.88 on Friday. NextEra Energy, Inc. has a twelve month low of $61.72 and a twelve month high of $89.19. The company has a current ratio of 0.60, a quick ratio of 0.45 and a debt-to-equity ratio of 1.35. The stock has a fifty day simple moving average of $82.53 and a two-hundred day simple moving average of $79.05. The stock has a market capitalization of $183.02 billion, a price-to-earnings ratio of 26.71, a P/E/G ratio of 2.73 and a beta of 0.74.

NextEra Energy (NYSE:NEE) last released its quarterly earnings data on Tuesday, January 27th. The utilities provider reported $0.54 earnings per share for the quarter, beating the consensus estimate of $0.53 by $0.01. NextEra Energy had a return on equity of 12.18% and a net margin of 24.93%.The firm had revenue of $6.56 billion during the quarter, compared to the consensus estimate of $7.07 billion. During the same period in the previous year, the company posted $0.53 earnings per share. The firm’s quarterly revenue was up 20.7% on a year-over-year basis. On average, analysts predict that NextEra Energy, Inc. will post 3.68 EPS for the current fiscal year.

NextEra Energy News Summary

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

• Positive Sentiment: Evercore ISI reaffirmed its Buy rating on NEE, supporting investor confidence in management’s growth plan and long‑term outlook. Evercore ISI Reaffirms Their Buy Rating on NextEra Energy (NEE)
• Positive Sentiment: BMO Capital Markets raised its price target for NEE to $93, signaling continued analyst support that can buoy the stock as investors chase growth names. BMO Capital Markets Increases NextEra Energy Price Target
• Positive Sentiment: Coverage highlights a meaningful new revenue driver: NextEra is actively courting data‑center operators by combining nuclear, renewables and grid buildouts — a large‑load market that could boost long‑term contracted demand. NextEra Energy Courts Data Center Giants With Nuclear And Grid Buildout
• Positive Sentiment: Multiple bullish writeups (The Motley Fool, Seeking Alpha) spotlight NextEra’s combination of growth and yield (the “chowder” metric), reinforcing the narrative that the company can deliver durable cash returns to shareholders. NextEra Energy: Don’t Miss This Massive 13% Chowder Number
• Neutral Sentiment: Market coverage notes NEE is trading near 52‑week highs and at a premium multiple; some analysts argue the premium is justified by the growth runway, while others flag lower margin for error. NextEra Energy: Priced for Perfection, or Justified Premium?
• Neutral Sentiment: Coverage points to mixed analyst views overall — several firms remain bullish but opinions vary on timing and valuation, creating short‑term trading friction. Analysts Have Conflicting Sentiments on These Utilities Companies
• Negative Sentiment: Operationally, Q4 showed a small EPS beat but a notable revenue miss versus expectations — a near‑term top‑line concern that can cap upside until growth visibility improves. (Investors are focused on whether data‑center contracts and the development backlog translate quickly into booked revenue.)

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.