UniSuper Management Pty Ltd Acquires 114,414 Shares of NextEra Energy, Inc. $NEE

UniSuper Management Pty Ltd grew its holdings in NextEra Energy, Inc. (NYSE:NEE) by 16.4% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 811,723 shares of the utilities provider’s stock after acquiring an additional 114,414 shares during the period. UniSuper Management Pty Ltd’s holdings in NextEra Energy were worth $65,165,000 as of its most recent SEC filing.

Several other institutional investors have also added to or reduced their stakes in the business. Canopy Partners LLC raised its position in NextEra Energy by 2.3% in the fourth quarter. Canopy Partners LLC now owns 12,182 shares of the utilities provider’s stock worth $978,000 after acquiring an additional 274 shares during the period. IFM Investors Pty Ltd raised its position in NextEra Energy by 0.5% in the fourth quarter. IFM Investors Pty Ltd now owns 531,082 shares of the utilities provider’s stock worth $42,635,000 after acquiring an additional 2,578 shares during the period. TCTC Holdings LLC raised its position in NextEra Energy by 0.5% in the fourth quarter. TCTC Holdings LLC now owns 351,632 shares of the utilities provider’s stock worth $28,229,000 after acquiring an additional 1,579 shares during the period. Coastwise Capital Group LLC raised its position in NextEra Energy by 5.1% in the fourth quarter. Coastwise Capital Group LLC now owns 7,196 shares of the utilities provider’s stock worth $578,000 after acquiring an additional 348 shares during the period. Finally, SmartHarvest Portfolios LLC bought a new position in NextEra Energy in the fourth quarter worth approximately $566,000. 78.72% of the stock is currently owned by institutional investors.

NextEra Energy Stock Down 0.3%

Shares of NEE opened at $84.89 on Friday. The business’s 50 day moving average is $91.09 and its 200 day moving average is $88.26. The company has a market capitalization of $177.01 billion, a PE ratio of 21.60, a price-to-earnings-growth ratio of 2.50 and a beta of 0.68. NextEra Energy, Inc. has a 12-month low of $67.20 and a 12-month high of $98.75. 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 (NYSE:NEE) last issued its earnings results on Thursday, April 23rd. The utilities provider reported $1.09 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.03 by $0.06. The company had revenue of $6.70 billion for 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 quarterly revenue was up 7.3% on a year-over-year basis. During the same quarter last year, the company earned $0.99 EPS. NextEra Energy has set its FY 2026 guidance at 3.920-4.02 EPS. Research analysts expect that NextEra Energy, Inc. will post 4.01 earnings per share for the current fiscal year.

NextEra Energy Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Monday, June 15th. Shareholders of record on Friday, June 5th will be issued a $0.6232 dividend. This represents a $2.49 dividend on an annualized basis and a yield of 2.9%. The ex-dividend date is Friday, June 5th. NextEra Energy’s payout ratio is currently 63.36%.

Analyst Ratings Changes

Several research analysts have weighed in on the stock. Weiss Ratings upgraded shares of NextEra Energy from a “buy (b-)” rating to a “buy (b)” rating in a research report on Tuesday, May 26th. JPMorgan Chase & Co. raised their price objective 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. Morgan Stanley set a $111.00 price objective on shares of NextEra Energy in a research report on Thursday, May 21st. Mizuho raised their price objective on shares of NextEra Energy from $90.00 to $95.00 and gave the company a “neutral” rating in a research report on Wednesday, April 15th. Finally, Wells Fargo & Company set a $102.00 price objective on shares of NextEra Energy and gave the company an “overweight” rating in a research report on Friday, April 24th. One investment analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and four have given a Hold rating to the stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $99.20.

Key Headlines Impacting NextEra Energy

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

• Positive Sentiment: Analysts at Erste Group Bank raised their FY2026 earnings estimate for NextEra Energy to $4.03 per share from $4.02 and kept a Buy rating, reinforcing the view that earnings expectations are moving slightly higher.
• Positive Sentiment: NextEra Energy Transmission energized a 137-mile transmission line in New Mexico, a project expected to improve grid reliability and lower residential electric bills, highlighting ongoing infrastructure growth in the regulated utility business. Article: Critical New Power Line Boosts New Mexico’s Grid Reliability, Economic Growth and Access to Affordable Energy
• Positive Sentiment: Multiple articles suggested NextEra could benefit if the market sees its potential Dominion Energy deal as part of a broader utility consolidation trend, which could support the stock on merger optimism. Article: Prediction: NextEra Energy’s $67 Billion Dominion Acquisition Could Spur More Utility Deals. This Tie-Up Could Be Next.
• Neutral Sentiment: Several market commentary pieces put NEE back in the spotlight, with one bullish thesis and another noting the stock is a trending name, but these were mostly sentiment-driven rather than new company-specific developments. Article: Is NextEra Energy, Inc. (NEE) A Good Stock To Buy Now?
• Neutral Sentiment: One valuation-focused article said investors are trying to reconcile dividend appeal and earnings multiples, suggesting the stock may be seen as fairly valued rather than obviously cheap, which can limit upside enthusiasm in the near term. Article: Is NextEra Energy (NEE) Priced Right After Mixed Signals From Dividends And Earnings Multiples

NextEra Energy Profile

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.