Sumitomo Mitsui Trust Group Inc. Sells 197,193 Shares of NextEra Energy, Inc. $NEE

Posted by Brian Himes on Jul 9th, 2026

Sumitomo Mitsui Trust Group Inc. lessened its holdings in NextEra Energy, Inc. (NYSE:NEE – Free Report) by 4.1% during the first quarter, HoldingsChannel.com reports. The fund owned 4,577,087 shares of the utilities provider’s stock after selling 197,193 shares during the period. Sumitomo Mitsui Trust Group Inc.’s holdings in NextEra Energy were worth $425,120,000 at the end of the most recent reporting period.

Other institutional investors also recently modified their holdings of the company. Laurel Wealth Advisors LLC bought a new stake in NextEra Energy during the 4th quarter worth $25,000. Anfield Capital Management LLC raised its position in NextEra Energy by 692.3% in the fourth quarter. Anfield Capital Management LLC now owns 309 shares of the utilities provider’s stock valued at $25,000 after purchasing an additional 270 shares during the last quarter. Wealth Watch Advisors INC boosted its stake in shares of NextEra Energy by 223.8% during the fourth quarter. Wealth Watch Advisors INC now owns 327 shares of the utilities provider’s stock valued at $26,000 after purchasing an additional 226 shares in the last quarter. Osbon Capital Management LLC acquired a new stake in shares of NextEra Energy during the fourth quarter valued at about $27,000. Finally, Strive Asset Management LLC bought a new stake in shares of NextEra Energy during the third quarter worth about $29,000. 78.72% of the stock is currently owned by institutional investors and hedge funds.

Key Headlines Impacting NextEra Energy

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

Positive Sentiment: Several recent articles highlight NextEra Energy as a potential beneficiary of surging AI-related electricity demand, reinforcing the view that the utility could see stronger long-term power needs and growth opportunities. NextEra Energy (NYSE:NEE) Powers AI Grid Demand Surge
Positive Sentiment: Market commentary also points to NextEra as part of a broader “new utility era,” with investor attention increasing around grid capacity, electrification, and power demand trends that could support valuation over time. Is NextEra Energy (NYSE:NEE) Powering A New Utility Era?
Positive Sentiment: News about AI power demand and grid constraints is keeping NextEra in the spotlight, which may help sentiment by positioning the company as a key infrastructure provider for rising electricity needs. Why the AI Boom Is About to Break the U.S. Power Grid
Neutral Sentiment: NextEra Energy announced amendments to its bylaws related to shareholder meeting procedures. This is a governance update rather than an operating or financial change, so it is unlikely to materially move the stock on its own. NextEra Energy Updates Bylaws on Shareholder Meeting Procedures
Neutral Sentiment: Additional media coverage has kept NEE on watchlists and in “trending stock” discussions, but these articles appear to be mostly commentary rather than fresh fundamental news. Here is What to Know Beyond Why NextEra Energy, Inc. (NEE) is a Trending Stock
Negative Sentiment: A market report noted that NextEra Energy underperformed peers despite daily gains, suggesting investors are not yet fully rewarding the company’s AI-powered growth narrative compared with other utilities. NextEra Energy Inc. stock underperforms Tuesday when compared to competitors despite daily gains

NextEra Energy Trading Down 1.3%

NYSE NEE opened at $87.36 on Thursday. The firm has a market capitalization of $182.17 billion, a PE ratio of 22.23, a price-to-earnings-growth ratio of 2.59 and a beta of 0.67. The business’s 50-day moving average price is $88.87 and its two-hundred day moving average price is $88.82. The company has a current ratio of 0.54, a quick ratio of 0.44 and a debt-to-equity ratio of 1.41. NextEra Energy, Inc. has a 12 month low of $69.24 and a 12 month high of $98.75.

NextEra Energy (NYSE:NEE – Get Free Report) last issued its quarterly earnings data on Thursday, April 23rd. The utilities provider reported $1.09 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates 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% compared to the same quarter last year. During the same period last year, the company earned $0.99 earnings per share. NextEra Energy has set its FY 2026 guidance at 3.920-4.02 EPS. On average, analysts expect that NextEra Energy, Inc. will post 4.01 EPS for the current year.

NextEra Energy Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Monday, June 15th. Shareholders of record on Friday, June 5th were given a dividend of $0.6232 per share. This represents a $2.49 dividend on an annualized basis and a yield of 2.9%. The ex-dividend date of this dividend was Friday, June 5th. NextEra Energy’s dividend payout ratio is currently 63.36%.

Analyst Upgrades and Downgrades

Several research analysts have recently issued reports on NEE shares. Weiss Ratings downgraded NextEra Energy from a “buy (b)” rating to a “buy (b-)” rating in a research note on Thursday, June 11th. Erste Group Bank downgraded shares of NextEra Energy from a “buy” rating to a “hold” rating in a research report on Thursday, June 25th. Morgan Stanley boosted their target price on shares of NextEra Energy from $111.00 to $117.00 and gave the stock an “overweight” rating in a report on Wednesday, June 24th. Barclays set a $91.00 price target on shares of NextEra Energy and gave the company an “equal weight” rating in a research report on Tuesday. Finally, Scotiabank raised their price target on shares of NextEra Energy from $102.00 to $110.00 and gave the company a “sector perform” rating in a research note on Friday, April 24th. Two equities research analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and five have assigned a Hold rating to the company. According to MarketBeat.com, NextEra Energy presently has an average rating of “Moderate Buy” and a consensus price target of $99.90.

View Our Latest Stock Report on NEE

About NextEra Energy

(Free Report)

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.