TRB Wealth Management LLC Takes $585,000 Position in NextEra Energy, Inc. $NEE

Posted by George Bondi on Aug 30th, 2026

TRB Wealth Management LLC bought a new position in NextEra Energy, Inc. (NYSE:NEE – Free Report) in the second quarter, according to the company in its most recent 13F filing with the SEC. The fund bought 6,662 shares of the utilities provider’s stock, valued at approximately $585,000.

Several other hedge funds and other institutional investors have also bought and sold shares of the company. Norges Bank bought a new stake in shares of NextEra Energy in the 4th quarter worth approximately $2,816,327,000. Employees Provident Fund Board bought a new position in shares of NextEra Energy during the 4th quarter valued at $240,840,000. Amundi grew its holdings in shares of NextEra Energy by 16.7% during the 3rd quarter. Amundi now owns 12,461,783 shares of the utilities provider’s stock valued at $1,012,129,000 after purchasing an additional 1,780,881 shares during the last quarter. Danske Bank A S purchased a new position in NextEra Energy in the 2nd quarter worth $136,255,000. Finally, Korea Investment CORP purchased a new position in NextEra Energy in the 2nd quarter worth $131,528,000. Hedge funds and other institutional investors own 78.72% of the company’s stock.

NextEra Energy Trading Down 2.1%

NEE opened at $81.74 on Friday. The stock has a market cap of $170.49 billion, a PE ratio of 18.37, a PEG ratio of 2.24 and a beta of 0.67. 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 business has a 50 day moving average of $86.95 and a 200-day moving average of $89.70. NextEra Energy, Inc. has a 52 week low of $69.24 and a 52 week high of $98.75.

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

NextEra Energy Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, September 15th. Investors of record on Friday, August 28th will be paid a $0.6232 dividend. This represents a $2.49 annualized dividend and a dividend yield of 3.0%. The ex-dividend date is Friday, August 28th. NextEra Energy’s dividend payout ratio (DPR) is presently 55.96%.

Analyst Upgrades and Downgrades

NEE has been the subject of several analyst reports. JPMorgan Chase & Co. upped their price target on shares of NextEra Energy from $100.00 to $105.00 and gave the company an “overweight” rating in a research report on Wednesday, May 13th. Barclays set a $91.00 price objective on NextEra Energy and gave the stock an “equal weight” rating in a report on Tuesday, July 7th. Erste Group Bank cut NextEra Energy from a “buy” rating to a “hold” rating in a research note on Thursday, June 25th. BMO Capital Markets increased their price objective on NextEra Energy from $94.00 to $96.00 and gave the company an “outperform” rating in a research note on Monday, July 27th. Finally, Mizuho set a $95.00 target price on shares of NextEra Energy in a research note on Monday, July 27th. Seventeen investment analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $100.33.

Get Our Latest Report on NEE

NextEra Energy Company 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.