Waverly Advisors LLC Raises Position in NextEra Energy, Inc. $NEE

Posted by Stanley Muller on Jul 27th, 2026

Waverly Advisors LLC grew its position in shares of NextEra Energy, Inc. (NYSE:NEE – Free Report) by 9.0% during the first quarter, according to its most recent filing with the SEC. The firm owned 186,803 shares of the utilities provider’s stock after acquiring an additional 15,400 shares during the period. Waverly Advisors LLC’s holdings in NextEra Energy were worth $17,350,000 at the end of the most recent quarter.

Several other institutional investors have also recently made changes to their positions in the company. Walker Asset Management LLC boosted its position in shares of NextEra Energy by 2.2% during the first quarter. Walker Asset Management LLC now owns 5,010 shares of the utilities provider’s stock valued at $465,000 after purchasing an additional 107 shares in the last quarter. PUREfi Wealth LLC raised its holdings in NextEra Energy by 0.9% in the first quarter. PUREfi Wealth LLC now owns 12,594 shares of the utilities provider’s stock worth $1,170,000 after purchasing an additional 107 shares in the last quarter. Garrison Point Advisors LLC raised its holdings in NextEra Energy by 0.4% in the fourth quarter. Garrison Point Advisors LLC now owns 28,267 shares of the utilities provider’s stock worth $2,269,000 after purchasing an additional 109 shares in the last quarter. Cornerstone Planning Group LLC lifted its position in NextEra Energy by 12.8% during the first quarter. Cornerstone Planning Group LLC now owns 978 shares of the utilities provider’s stock valued at $94,000 after buying an additional 111 shares during the period. Finally, Legacy Wealth Managment LLC ID boosted its holdings in shares of NextEra Energy by 23.2% during the 1st quarter. Legacy Wealth Managment LLC ID now owns 594 shares of the utilities provider’s stock valued at $55,000 after buying an additional 112 shares in the last quarter. Institutional investors own 78.72% of the company’s stock.

Analyst Ratings Changes

A number of analysts have recently weighed in on the stock. Morgan Stanley reaffirmed an “overweight” rating and issued a $116.00 target price on shares of NextEra Energy in a research report on Wednesday. Wells Fargo & Company set a $102.00 price objective on shares of NextEra Energy and gave the stock an “overweight” rating in a research note on Friday, April 24th. Erste Group Bank cut shares of NextEra Energy from a “buy” rating to a “hold” rating in a report on Thursday, June 25th. Evercore reaffirmed an “outperform” rating and set a $107.00 target price on shares of NextEra Energy in a research note on Monday, May 4th. Finally, Sanford C. Bernstein set a $107.00 target price on shares of NextEra Energy and gave the company an “outperform” rating in a report on Tuesday, June 16th. Two research analysts have rated the stock with a Strong Buy rating, fifteen have given a Buy rating and six have given a Hold rating to the stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $99.23.

Check Out Our Latest Analysis on NEE

NextEra Energy Price Performance

NEE opened at $89.72 on Monday. The firm has a market cap of $187.10 billion, a PE ratio of 20.16, a P/E/G ratio of 2.46 and a beta of 0.67. The stock has a 50-day moving average price of $87.38 and a 200-day moving average price of $89.53. NextEra Energy, Inc. has a 1 year low of $69.24 and a 1 year high of $98.75. The company has a debt-to-equity ratio of 1.45, a current ratio of 0.53 and a quick ratio of 0.44.

NextEra Energy (NYSE:NEE – Get Free Report) last announced its quarterly earnings data on Friday, July 24th. The utilities provider reported $1.15 EPS for the quarter, beating the consensus estimate of $1.03 by $0.12. The company had revenue of $7.53 billion for the quarter, compared to the consensus estimate of $7.27 billion. NextEra Energy had a net margin of 32.40% and a return on equity of 12.28%. NextEra Energy’s revenue for the quarter was up 12.4% on a year-over-year basis. During the same period in the prior year, the firm posted $1.05 EPS. NextEra Energy has set its FY 2026 guidance at 3.920-4.020 EPS. Sell-side analysts predict that NextEra Energy, Inc. will post 4 earnings per share for the current fiscal year.

NextEra Energy Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Monday, June 15th. Stockholders of record on Friday, June 5th were issued a dividend of $0.6232 per share. The ex-dividend date was Friday, June 5th. This represents a $2.49 dividend on an annualized basis and a dividend yield of 2.8%. NextEra Energy’s dividend payout ratio is presently 55.96%.

Key Headlines Impacting NextEra Energy

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

Positive Sentiment: NextEra Energy beat Q2 profit estimates with EPS of $1.15 versus expectations around $1.08-$1.09, reinforcing confidence in execution. NextEra Energy (NEE) Tops Q2 Earnings Estimates
Positive Sentiment: Management highlighted strength in renewables and increased power demand, with Reuters noting the beat was helped by renewables performance and stronger electricity demand. NextEra Energy beats second-quarter profit estimates
Positive Sentiment: The company said its renewable backlog reached 35.1 GW, suggesting a healthy pipeline for future growth, and it reaffirmed its 2026 earnings outlook. NextEra Energy Q2 Earnings Beat Estimates as Renewable Backlog Hits 35.1 GW
Neutral Sentiment: Revenue missed estimates, coming in at $7.53 billion versus about $8.11 billion expected, which may temper enthusiasm despite the earnings beat. NextEra Energy Q2 Earnings Surpass Estimates, Revenues Miss
Neutral Sentiment: NextEra’s FY 2026 EPS guidance of 3.92-4.02 came in slightly below the consensus estimate around 4.03, creating a modest drag on sentiment. NextEra Energy second-quarter 2026 financial results available on company’s website

NextEra Energy Profile

(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.