Financial & Tax Architects LLC Acquires 6,072 Shares of NextEra Energy, Inc. $NEE

Financial & Tax Architects LLC raised its stake in NextEra Energy, Inc. (NYSE:NEE) by 6.4% in the 3rd quarter, Holdings Channel.com reports. The fund owned 101,495 shares of the utilities provider’s stock after buying an additional 6,072 shares during the quarter. NextEra Energy comprises approximately 1.7% of Financial & Tax Architects LLC’s investment portfolio, making the stock its 22nd biggest position. Financial & Tax Architects LLC’s holdings in NextEra Energy were worth $7,662,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also bought and sold shares of NEE. National Pension Service raised its holdings in NextEra Energy by 1.3% in the 3rd quarter. National Pension Service now owns 4,845,447 shares of the utilities provider’s stock valued at $365,783,000 after buying an additional 60,324 shares during the last quarter. Synergy Asset Management LLC increased its stake in shares of NextEra Energy by 286.0% in the third quarter. Synergy Asset Management LLC now owns 22,028 shares of the utilities provider’s stock valued at $1,594,000 after buying an additional 16,322 shares during the period. Daymark Wealth Partners LLC boosted its holdings in NextEra Energy by 6.5% in the second quarter. Daymark Wealth Partners LLC now owns 45,015 shares of the utilities provider’s stock valued at $3,125,000 after acquiring an additional 2,767 shares during the last quarter. Y Intercept Hong Kong Ltd raised its holdings in NextEra Energy by 61.8% during the 3rd quarter. Y Intercept Hong Kong Ltd now owns 60,985 shares of the utilities provider’s stock worth $4,604,000 after purchasing an additional 23,288 shares during the last quarter. Finally, Hunter Perkins Capital Management LLC bought a new stake in shares of NextEra Energy in the 3rd quarter valued at $3,966,000. 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: Signed a strategic MOU with Xcel to deliver generation solutions and enable large loads across Xcel’s territories, and is pushing into AI data-center power solutions — supports growth and diversification into higher-margin load growth opportunities. NextEra Energy Targets AI Data Center Growth With Xcel Partnership And Premium Valuation Xcel Energy and NextEra Energy Agree to Deliver Generation Solutions
• Positive Sentiment: Positive analyst/retail commentary highlighting NextEra’s dual utility + clean-energy growth model as a long-term outperformer relative to tech — can support investor sentiment over time. Forget Tech Stocks: The Utility Play That Could Outperform Nvidia
• Neutral Sentiment: Updated FY guidance was issued: FY2025 EPS 3.620–3.700 (consensus ~3.690) and FY2026 EPS 3.920–4.020 (consensus ~4.000). Guidance is close to consensus but slightly mixed, so limited near-term directional impact.
• Neutral Sentiment: A NextEra subsidiary issued $1.3B of long-term debentures — raises cash for growth but increases leverage and interest obligations; neutral-to-moderately negative depending on use of proceeds. NextEra Energy Subsidiary Issues $1.3B Long-Term Debentures
• Neutral Sentiment: Zacks and other outlets note elevated investor attention and valuation debate — increases trading volume and volatility but not a clear directional catalyst. NEE is Attracting Investor Attention
• Negative Sentiment: Two senior execs disclosed large stock sales (Charles Sieving sold 30,000 shares; Ronald R. Reagan sold 18,620 shares), reducing insider holdings — such sizable sales can spook investors even if routine. Sieving SEC Form 4 Reagan SEC Form 4
• Negative Sentiment: Reported cancellation of a Wyoming wind project amid political/regulatory pushback — highlights execution and regulatory risk for large renewable projects and may raise concern about future project approvals. NextEra Energy scraps Wyoming wind project amid Trump ‘blockade’ – NYT
• Negative Sentiment: Valuation critics argue NEE has moved back into overvalued territory, which can amplify selling pressure if macro or sector sentiment weakens. NextEra Energy: Back To Overvalued

NextEra Energy Price Performance

NEE stock opened at $89.17 on Friday. The company has a debt-to-equity ratio of 1.35, a quick ratio of 0.49 and a current ratio of 0.60. The business has a 50-day simple moving average of $82.81 and a two-hundred day simple moving average of $79.40. The company has a market capitalization of $185.71 billion, a P/E ratio of 27.10, a price-to-earnings-growth ratio of 2.78 and a beta of 0.76. NextEra Energy, Inc. has a 52-week low of $61.72 and a 52-week high of $90.69.

NextEra Energy (NYSE:NEE) last posted its earnings results on Tuesday, January 27th. The utilities provider reported $0.54 earnings per share for the quarter, beating analysts’ consensus estimates of $0.53 by $0.01. NextEra Energy had a return on equity of 12.18% and a net margin of 24.93%.The company had revenue of $6.50 billion for the quarter, compared to analyst estimates of $7.07 billion. During the same quarter last year, the company earned $0.53 earnings per share. The company’s revenue for the quarter was up 20.7% on a year-over-year basis. Research analysts expect that NextEra Energy, Inc. will post 3.68 EPS for the current fiscal year.

Insider Activity

In other NextEra Energy news, EVP Charles E. Sieving sold 30,000 shares of the company’s stock in a transaction on Wednesday, February 4th. The stock was sold at an average price of $90.00, for a total value of $2,700,000.00. Following the completion of the transaction, the executive vice president owned 167,481 shares in the company, valued at $15,073,290. This represents a 15.19% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Ronald R. Reagan sold 18,620 shares of the stock in a transaction dated Wednesday, February 4th. The shares were sold at an average price of $90.00, for a total transaction of $1,675,800.00. Following the transaction, the executive vice president owned 9,643 shares of the company’s stock, valued at approximately $867,870. The trade was a 65.88% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 204,586 shares of company stock valued at $17,474,707 over the last three months. Corporate insiders own 0.20% of the company’s stock.

Analysts Set New Price Targets

Several research analysts have recently weighed in on NEE shares. New Street Research set a $84.00 price objective on NextEra Energy in a research report on Monday, October 13th. The Goldman Sachs Group raised their price objective on shares of NextEra Energy from $94.00 to $98.00 and gave the stock a “buy” rating in a research report on Wednesday, January 28th. JPMorgan Chase & Co. boosted their target price on shares of NextEra Energy from $94.00 to $97.00 and gave the company an “overweight” rating in a research report on Thursday, December 11th. Citigroup restated a “buy” rating and issued a $96.00 price target (up from $84.00) on shares of NextEra Energy in a report on Wednesday, October 29th. Finally, UBS Group set a $91.00 price objective on shares of NextEra Energy and gave the company a “buy” rating in a report on Wednesday, December 17th. Two analysts have rated the stock with a Strong Buy rating, fourteen have given a Buy rating and four have given a Hold rating to the company. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $92.95.

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.