Allen Investment Management LLC Purchases New Shares in NextEra Energy, Inc. $NEE

Allen Investment Management LLC purchased a new position in NextEra Energy, Inc. (NYSE:NEE) during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm purchased 8,089 shares of the utilities provider’s stock, valued at approximately $649,000.

A number of other hedge funds also recently bought and sold shares of the company. Laurel Wealth Advisors LLC acquired a new position in NextEra Energy in the 4th quarter valued at approximately $25,000. Anfield Capital Management LLC grew its holdings in shares of NextEra Energy by 692.3% during the 4th quarter. Anfield Capital Management LLC now owns 309 shares of the utilities provider’s stock valued at $25,000 after acquiring an additional 270 shares in the last quarter. Strive Asset Management LLC purchased a new position in shares of NextEra Energy during the 3rd quarter valued at $29,000. Quest 10 Wealth Builders Inc. increased its stake in shares of NextEra Energy by 135.4% in the fourth 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 during the last quarter. Finally, Joseph Group Capital Management acquired a new position in shares of NextEra Energy in the fourth quarter worth $32,000. 78.72% of the stock is owned by hedge funds and other institutional investors.

NextEra Energy Price Performance

NYSE NEE opened at $85.50 on Wednesday. NextEra Energy, Inc. has a fifty-two week low of $67.20 and a fifty-two week high of $98.75. The stock’s 50-day moving average is $92.08 and its two-hundred day moving average is $88.23. The company has a debt-to-equity ratio of 1.41, a current ratio of 0.54 and a quick ratio of 0.44. The firm has a market cap of $178.30 billion, a P/E ratio of 21.76, a price-to-earnings-growth ratio of 2.45 and a beta of 0.68.

NextEra Energy (NYSE:NEE) last released its quarterly 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 company had revenue of $6.70 billion during the quarter, compared to the consensus estimate of $7.43 billion. NextEra Energy had a return on equity of 12.25% and a net margin of 29.36%.The firm’s revenue was up 7.3% on a year-over-year basis. During the same quarter in the prior year, the company posted $0.99 EPS. NextEra Energy has set its FY 2026 guidance at 3.920-4.02 EPS. On average, 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 declared a quarterly dividend, which will be paid on Monday, June 15th. Shareholders of record on Friday, June 5th will be issued a dividend of $0.6232 per share. This represents a $2.49 annualized dividend and a yield of 2.9%. The ex-dividend date is Friday, June 5th. NextEra Energy’s dividend payout ratio (DPR) is 63.36%.

Insider Buying and Selling at NextEra Energy

In other news, EVP Terrell Kirk Crews II sold 19,672 shares of NextEra Energy stock in a transaction that occurred on Monday, March 9th. The shares were sold at an average price of $90.27, for a total value of $1,775,791.44. Following the transaction, the executive vice president owned 73,857 shares of the company’s stock, valued at $6,667,071.39. This trade represents a 21.03% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, Treasurer James Michael May sold 7,161 shares of the business’s stock in a transaction on Monday, March 9th. The stock was sold at an average price of $90.27, for a total transaction of $646,423.47. Following the completion of the sale, the treasurer owned 26,719 shares of the company’s stock, valued at $2,411,924.13. The trade was a 21.14% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 31,767 shares of company stock worth $2,881,077 over the last 90 days. Insiders own 0.18% of the company’s stock.

Key Stories Impacting NextEra Energy

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

• Positive Sentiment: Florida Power & Light said it is prepared for hurricane season and urged customers to get ready, reinforcing the utility’s operational readiness and grid resilience. Hurricane season begins: FPL is ready and urges customers to prepare
• Positive Sentiment: FPL issued major first mortgage bonds, which should support liquidity and help fund capital needs, signaling continued access to the debt market for NextEra Energy’s regulated utility business. NextEra Energy Bolsters FPL with Major Bond Issuance
• Neutral Sentiment: One market commentary pointed to utilities as a potentially attractive sector relative to Big Tech, but this was a broad sector call rather than a direct catalyst for NEE. Beyond the AI Boom: 3 Forgotten Sectors to Buy Amid Historic Market Disconnect
• Neutral Sentiment: Recent valuation-focused analysis says NEE’s short-term momentum has weakened and investors are questioning whether the pullback has created an opportunity or reflects a more limited upside profile. Assessing NextEra Energy (NEE) Valuation After Recent Share Price Weakness And Mixed Return Signals
• Negative Sentiment: Multiple articles noted that NEE has been declining while the broader market improved, underscoring relative underperformance and weaker investor sentiment toward the stock. NextEra Energy (NEE) Stock Declines While Market Improves: Some Information for Investors
• Negative Sentiment: A bearish industry piece argued that rising Treasury yields are making utility dividends less attractive, pressuring regulated power names like NEE as investors rotate away from defensive “bond proxy” stocks. From Bond Proxy to Battleground: Why Utilities Are the Worst Hiding Spot in 2026

Analyst Upgrades and Downgrades

A number of analysts recently issued reports on NEE shares. Mizuho lifted their price objective on NextEra Energy from $90.00 to $95.00 and gave the company a “neutral” rating in a research report on Wednesday, April 15th. Weiss Ratings raised NextEra Energy from a “buy (b-)” rating to a “buy (b)” rating in a research note on Tuesday, May 26th. UBS Group lifted their price target on NextEra Energy from $91.00 to $104.00 and gave the company a “buy” rating in a report on Thursday, March 5th. Wall Street Zen cut NextEra Energy from a “hold” rating to a “sell” rating in a research note on Saturday, March 28th. Finally, Scotiabank increased their price objective on NextEra Energy from $102.00 to $110.00 and gave the stock a “sector perform” rating in a report on Friday, April 24th. One analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and four have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, NextEra Energy has an average rating of “Moderate Buy” and a consensus target price of $99.20.

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.