Sterling Capital Management LLC Sells 85,058 Shares of NextEra Energy, Inc. $NEE

Posted by Francis Steltz on Oct 26th, 2026

Sterling Capital Management LLC lowered its position in shares of NextEra Energy, Inc. (NYSE:NEE – Free Report) by 70.6% during the 3rd quarter, Holdings Channel.com reports. The institutional investor owned 35,364 shares of the utilities provider’s stock after selling 85,058 shares during the quarter. Sterling Capital Management LLC’s holdings in NextEra Energy were worth $2,678,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Legal & General Group Plc purchased a new stake in shares of NextEra Energy during the second quarter valued at approximately $1,465,987,000. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC raised its stake in shares of NextEra Energy by 5.8% during the 2nd quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 16,302,084 shares of the utilities provider’s stock worth $1,430,834,000 after purchasing an additional 895,824 shares during the period. Amundi boosted its stake in NextEra Energy by 46.5% in the second quarter. Amundi now owns 13,329,077 shares of the utilities provider’s stock valued at $1,169,839,000 after acquiring an additional 4,231,814 shares during the last quarter. Bessemer Group Inc. lifted its stake in NextEra Energy by 8.5% in the first quarter. Bessemer Group Inc. now owns 10,187,013 shares of the utilities provider’s stock valued at $946,169,000 after purchasing an additional 799,546 shares during the last quarter. Finally, Pictet Asset Management Holding SA grew its stake in shares of NextEra Energy by 4.3% during the 1st quarter. Pictet Asset Management Holding SA now owns 9,648,920 shares of the utilities provider’s stock worth $896,185,000 after acquiring an additional 394,898 shares during the period. Hedge funds and other 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: Earnings beat and guidance reaffirmed: NextEra reported third-quarter earnings of $1.24 per share, above the $1.20 consensus estimate, on revenue of $8.09 billion. Management is targeting the high end of its 2026 earnings guidance and reaffirmed its long-term earnings and dividend-growth targets. Bull case following earnings beat
Positive Sentiment: Renewables pipeline remains a growth driver: NextEra Energy Resources added 3.7 gigawatts to its renewables backlog, while the company secured $5.7 billion to support federal energy-hub projects. Strong demand from data centers and continued storage and renewable development support the long-term outlook. Federal energy hub funding
Positive Sentiment: Analyst support and dividend maintained: Scotiabank initiated or reiterated a Buy rating, while Sanford C. Bernstein reaffirmed an Outperform rating. The board also declared a $0.6232 quarterly dividend, equal to approximately $2.49 annually and a 3.1% yield. Scotiabank Buy rating
Neutral Sentiment: Dominion merger remains on track but carries risk: NextEra expects to close its Dominion Energy merger in the second half of 2027. However, regulatory approval, political opposition in Virginia and execution complexity could create uncertainty before completion. NextEra and Dominion merger risks
Negative Sentiment: Rate sensitivity and valuation concerns remain: Investors continue to question whether NEE’s recent multiyear gains and current dividend yield justify a premium valuation, particularly while higher interest rates pressure utilities. Barclays cut its price target from $84 to $79 and kept an Equal Weight rating; HSBC also reduced its target, from $114 to $103. Barclays rating and price target

Analyst Ratings Changes

NEE has been the subject of several analyst reports. Bank of America cut their price objective on shares of NextEra Energy from $95.00 to $93.00 and set a “neutral” rating for the company in a report on Monday, July 13th. Seaport Research Partners reissued a “sell” rating and set a $56.00 price objective (up from $55.00) on shares of NextEra Energy in a report on Friday, October 2nd. Barclays cut their target price on NextEra Energy from $84.00 to $79.00 and set an “equal weight” rating for the company in a research note on Friday. Jefferies Financial Group restated a “hold” rating on shares of NextEra Energy in a research report on Thursday, October 8th. Finally, Scotiabank reduced their price objective on shares of NextEra Energy from $110.00 to $99.00 and set an “outperform” rating for the company in a research note on Wednesday, September 30th. One research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and five have assigned 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 $97.71.

Check Out Our Latest Stock Report on NextEra Energy

NextEra Energy Price Performance

Shares of NYSE NEE opened at $82.15 on Monday. The firm has a market capitalization of $172.29 billion, a P/E ratio of 14.80, a P/E/G ratio of 2.55 and a beta of 0.64. The company has a quick ratio of 0.45, a current ratio of 0.53 and a debt-to-equity ratio of 1.33. The stock’s 50-day simple moving average is $80.55 and its two-hundred day simple moving average is $86.12. NextEra Energy, Inc. has a twelve month low of $74.41 and a twelve month high of $98.75.

NextEra Energy (NYSE:NEE – Get Free Report) last issued its quarterly earnings results on Wednesday, October 21st. The utilities provider reported $1.24 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.20 by $0.04. The firm had revenue of $8.09 billion during the quarter, compared to the consensus estimate of $8.47 billion. NextEra Energy had a return on equity of 12.27% and a net margin of 40.37%. The company’s revenue for the quarter was up 1.6% on a year-over-year basis. During the same quarter last year, the company posted $1.13 EPS. As a group, equities analysts anticipate that NextEra Energy, Inc. will post 4.00 EPS for the current fiscal year.

NextEra Energy Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Tuesday, December 15th. Shareholders of record on Friday, November 27th will be given a dividend of $0.6232 per share. The ex-dividend date is Friday, November 27th. This represents a $2.49 annualized dividend and a yield of 3.0%. NextEra Energy’s payout ratio is presently 44.86%.

NextEra Energy Profile

(Free Report)

NextEra Energy, Inc is an energy infrastructure company headquartered in Juno Beach, Florida. Through its businesses, the company generates, transmits, distributes and sells electricity, with a focus on regulated utility operations and clean energy development.

Florida Power & Light Company, NextEra Energy’s principal regulated utility, serves customers across much of Florida. FPL operates electric generation, transmission and distribution infrastructure and provides retail electricity service to residential, commercial and industrial customers.

NextEra Energy Resources develops, owns and operates renewable energy and energy storage projects, including wind and solar facilities.