Tulsa Wealth Advisors INC purchased a new position in shares of NextEra Energy, Inc. (NYSE:NEE – Free Report) in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor purchased 47,521 shares of the utilities provider’s stock, valued at approximately $3,815,000. NextEra Energy comprises 1.3% of Tulsa Wealth Advisors INC’s investment portfolio, making the stock its 23rd largest holding.
A number of other large investors also recently bought and sold shares of the stock. NWF Advisory Services Inc. boosted its holdings in NextEra Energy by 4.7% in the fourth quarter. NWF Advisory Services Inc. now owns 9,054 shares of the utilities provider’s stock valued at $727,000 after acquiring an additional 403 shares during the last quarter. TD Capital Management LLC increased its stake in NextEra Energy by 11.4% during the fourth quarter. TD Capital Management LLC now owns 3,009 shares of the utilities provider’s stock worth $242,000 after acquiring an additional 307 shares during the last quarter. BDFS Capital LLC acquired a new stake in NextEra Energy during the fourth quarter worth about $451,000. Sit Investment Associates Inc. raised its holdings in shares of NextEra Energy by 45.9% in the 4th quarter. Sit Investment Associates Inc. now owns 122,332 shares of the utilities provider’s stock worth $9,821,000 after purchasing an additional 38,512 shares during the period. Finally, Tempo Wealth LLC purchased a new position in shares of NextEra Energy in the 4th quarter worth about $274,000. Hedge funds and other institutional investors own 78.72% of the company’s stock.
Analyst Upgrades and Downgrades
Several equities analysts have recently weighed in 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 note on Wednesday, April 15th. Morgan Stanley set a $111.00 price target on shares of NextEra Energy in a report on Thursday, May 21st. Wall Street Zen upgraded shares of NextEra Energy from a “sell” rating to a “hold” rating in a report on Saturday. Weiss Ratings cut shares of NextEra Energy from a “buy (b)” rating to a “buy (b-)” rating in a research report on Thursday, June 11th. Finally, TD Cowen boosted their price objective on shares of NextEra Energy from $99.00 to $101.00 and gave the stock a “buy” rating in a research note on Monday, April 27th. Two analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and four have given a Hold rating to the company. Based on data from MarketBeat, NextEra Energy has an average rating of “Moderate Buy” and a consensus target price of $99.57.
Key Stories Impacting NextEra Energy
Here are the key news stories impacting NextEra Energy this week:
- Positive Sentiment: Sanford C. Bernstein upgraded NextEra Energy (NEE) to strong-buy, reinforcing bullish sentiment around the company’s utility scale, clean-energy portfolio, and earnings outlook.
- Positive Sentiment: UBS analyst William Appicelli initiated a Buy rating, citing potential synergy gains from the Dominion transaction and upside tied to rising power demand from data centers.
- Positive Sentiment: Several recent articles highlighted NEE as a beneficiary of structural electricity demand growth, especially from artificial intelligence data centers, EV adoption, and the broader need for reliable baseload power.
- Positive Sentiment: One analysis argued the stock could be undervalued based on the Dominion data-center story, suggesting investors may be underestimating future growth potential. NextEra Energy (NEE) Stock Could Be 8.5% Undervalued on Its Dominion Data Center Story
- Positive Sentiment: Coverage also emphasized NextEra’s clean-energy expansion, renewables backlog, and stable cash flow generation, which support its long-term earnings growth profile. Will NextEra Gain by Generating Power From Multiple Clean Sources?
- Neutral Sentiment: The latest Zacks note said NEE recently outperformed the market in a single session, reflecting renewed interest, but the stock has still been under pressure over the prior month and quarter. NextEra Energy (NEE) Laps the Stock Market: Here’s Why
NextEra Energy Trading Down 0.1%
Shares of NEE opened at $86.67 on Friday. The stock’s 50-day moving average is $90.24 and its two-hundred day moving average is $88.27. The stock has a market cap of $180.73 billion, a PE ratio of 22.05, a P/E/G ratio of 2.54 and a beta of 0.68. NextEra Energy, Inc. has a 12 month low of $67.20 and a 12 month high of $98.75. The company has a debt-to-equity ratio of 1.41, a current ratio of 0.54 and a quick ratio of 0.44.
NextEra Energy (NYSE:NEE – Get Free Report) last posted its earnings results on Thursday, April 23rd. The utilities provider reported $1.09 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.03 by $0.06. NextEra Energy had a return on equity of 12.25% and a net margin of 29.36%.The business had revenue of $6.70 billion during the quarter, compared to analyst estimates of $7.43 billion. During the same quarter last year, the firm earned $0.99 earnings per share. The company’s revenue for the quarter was up 7.3% compared to the same quarter last year. NextEra Energy has set its FY 2026 guidance at 3.920-4.02 EPS. Equities analysts forecast 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 was paid on Monday, June 15th. Shareholders of record on Friday, June 5th were issued a $0.6232 dividend. This represents a $2.49 dividend on an annualized basis and a yield of 2.9%. The ex-dividend date was Friday, June 5th. NextEra Energy’s dividend payout ratio is currently 63.36%.
NextEra Energy 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.
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