Union Heritage Capital LLC Purchases New Holdings in NextEra Energy, Inc. $NEE

Posted by George Bondi on Jul 31st, 2026

Union Heritage Capital LLC acquired a new position in NextEra Energy, Inc. (NYSE:NEE – Free Report) during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund acquired 22,500 shares of the utilities provider’s stock, valued at approximately $2,090,000.

A number of other institutional investors have also recently bought and sold shares of NEE. Boothe Investment Group Inc. increased its position in shares of NextEra Energy by 6.1% during the 1st quarter. Boothe Investment Group Inc. now owns 9,538 shares of the utilities provider’s stock valued at $886,000 after purchasing an additional 545 shares during the last quarter. Front Row Advisors LLC boosted its holdings in shares of NextEra Energy by 1.8% in the 1st quarter. Front Row Advisors LLC now owns 11,210 shares of the utilities provider’s stock worth $1,041,000 after buying an additional 200 shares during the last quarter. Western Wealth Management LLC grew its position in NextEra Energy by 44.7% during the first quarter. Western Wealth Management LLC now owns 37,980 shares of the utilities provider’s stock valued at $3,528,000 after buying an additional 11,732 shares during the period. Mascagni Wealth Management Inc. bought a new position in NextEra Energy during the first quarter valued at about $212,000. Finally, Orographic Financial Advisors LLC purchased a new stake in NextEra Energy during the first quarter worth about $317,000. Institutional investors own 78.72% of the company’s stock.

NextEra Energy News Summary

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

Positive Sentiment: NextEra’s board declared a regular quarterly dividend of $0.6232 per share, payable Sept. 15 to shareholders of record Aug. 28. The announcement reinforces NEE’s income appeal and signals continued confidence in cash generation. NextEra Energy board declares quarterly dividend
Positive Sentiment: NextEra and Brookfield Asset Management are planning a more than $100 billion data-center campus at the former Department of Energy uranium-enrichment site in Paducah, Kentucky. NextEra is expected to provide dedicated generation, including roughly 2 gigawatts of natural-gas capacity and battery storage, potentially creating substantial long-term demand for its power infrastructure. Brookfield, NextEra to develop $100 billion data center campus in Kentucky
Neutral Sentiment: The aging U.S. power grid and data-center electricity constraints strengthen the strategic case for dedicated power projects. However, the Kentucky development is targeted for completion around 2031-2032, so meaningful earnings contributions remain several years away. Why an Aging Power Grid Is Fueling a New ETF Bet
Negative Sentiment: The $100 billion announcement has not produced a strong stock reaction because investors remain cautious about project specifics, including confirmed customers, financing, construction execution and regulatory approvals. Large headline figures alone are becoming less compelling in the AI-power trade. One Sign the AI Power Trade Is Running Out of Juice
Negative Sentiment: Recent quarterly results showed solid execution but mixed fundamentals: adjusted EPS of $1.15 exceeded the $1.11 consensus, while revenue of $7.53 billion fell short of the $8.11 billion estimate. Investors may also be focused on the capital demands of NextEra’s broader expansion plans despite full-year 2026 EPS guidance of $3.92-$4.02.

NextEra Energy Price Performance

NYSE NEE opened at $87.94 on Friday. The company has a market cap of $183.43 billion, a PE ratio of 19.76, a price-to-earnings-growth ratio of 2.42 and a beta of 0.67. NextEra Energy, Inc. has a 52 week low of $69.24 and a 52 week high of $98.75. The company has a quick ratio of 0.44, a current ratio of 0.53 and a debt-to-equity ratio of 1.45. The firm’s 50-day simple moving average is $87.33 and its two-hundred day simple moving average is $89.79.

NextEra Energy (NYSE:NEE – Get Free Report) last issued its earnings results on Friday, July 24th. The utilities provider reported $1.15 earnings per share for the quarter, topping analysts’ consensus estimates of $1.11 by $0.04. The firm had revenue of $7.53 billion during the quarter, compared to analyst estimates of $8.11 billion. NextEra Energy had a net margin of 32.40% and a return on equity of 12.28%. The company’s quarterly revenue was up 12.4% on a year-over-year basis. During the same quarter last year, the business earned $1.05 earnings per share. NextEra Energy has set its FY 2026 guidance at 3.920-4.020 EPS. Research analysts predict that NextEra Energy, Inc. will post 4.01 earnings per share for the current year.

NextEra Energy Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 15th. Investors of record on Friday, August 28th will be issued a $0.6232 dividend. The ex-dividend date of this dividend is Friday, August 28th. This represents a $2.49 annualized dividend and a yield of 2.8%. NextEra Energy’s dividend payout ratio (DPR) is 55.96%.

Analyst Upgrades and Downgrades

NEE has been the topic of several research reports. Wells Fargo & Company set a $102.00 price objective on shares of NextEra Energy and gave the stock an “overweight” rating in a research report on Friday, April 24th. HC Wainwright reissued a “buy” rating on shares of NextEra Energy in a research report on Monday. Bank of America decreased their price target on shares of NextEra Energy from $95.00 to $93.00 and set a “neutral” rating for the company in a research note on Monday, July 13th. BTIG Research reaffirmed a “buy” rating and issued a $112.00 price target on shares of NextEra Energy in a report on Friday, April 24th. Finally, Sanford C. Bernstein reiterated an “outperform” rating and issued a $108.00 price objective on shares of NextEra Energy in a research note on Monday. One analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and six have assigned a Hold rating to the company’s stock. According to data from MarketBeat, NextEra Energy currently has an average rating of “Moderate Buy” and an average target price of $99.36.

View Our Latest Stock Report on NextEra Energy

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.