Capstone Wealth Management Inc. Invests $2.79 Million in NextEra Energy, Inc. $NEE

Capstone Wealth Management Inc. bought a new position in shares of NextEra Energy, Inc. (NYSE:NEE) in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 34,534 shares of the utilities provider’s stock, valued at approximately $2,785,000. NextEra Energy comprises 2.4% of Capstone Wealth Management Inc.’s portfolio, making the stock its 11th biggest position.

Several other institutional investors also recently bought and sold shares of NEE. Laurel Wealth Advisors LLC purchased a new stake in NextEra Energy in the 4th quarter worth $25,000. Anfield Capital Management LLC boosted its holdings in shares of NextEra Energy by 692.3% during the 4th quarter. Anfield Capital Management LLC now owns 309 shares of the utilities provider’s stock valued at $25,000 after purchasing an additional 270 shares during the last quarter. Wealth Watch Advisors INC grew its position in shares of NextEra Energy by 223.8% during the fourth quarter. Wealth Watch Advisors INC now owns 327 shares of the utilities provider’s stock valued at $26,000 after purchasing an additional 226 shares in the last quarter. Strive Asset Management LLC purchased a new position in shares of NextEra Energy during the third quarter valued at about $29,000. Finally, Quest 10 Wealth Builders Inc. increased its holdings in shares of NextEra Energy by 135.4% in the fourth quarter. Quest 10 Wealth Builders Inc. now owns 379 shares of the utilities provider’s stock worth $30,000 after purchasing an additional 218 shares during the last quarter. 78.72% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

A number of equities research analysts recently commented on NEE shares. TD Cowen boosted their target price on NextEra Energy from $99.00 to $101.00 and gave the stock a “buy” rating in a research report on Monday, April 27th. JPMorgan Chase & Co. lifted their price objective on NextEra Energy from $100.00 to $105.00 and gave the stock an “overweight” rating in a research note on Wednesday, May 13th. BMO Capital Markets lowered their target price on NextEra Energy from $104.00 to $102.00 and set an “outperform” rating for the company in a research report on Monday, May 18th. Scotiabank boosted their price target on shares of NextEra Energy from $102.00 to $110.00 and gave the stock a “sector perform” rating in a research report on Friday, April 24th. Finally, Sanford C. Bernstein set a $107.00 price target on shares of NextEra Energy and gave the company an “outperform” rating in a research note on Tuesday. Two investment analysts have rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and four have issued a Hold rating to the stock. According to data from MarketBeat.com, NextEra Energy presently has an average rating of “Moderate Buy” and a consensus price target of $99.57.

Key Stories Impacting NextEra Energy

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

• Positive Sentiment: Bernstein upgraded NextEra Energy (NEE) to strong-buy, reinforcing bullish sentiment around the utility’s growth prospects and valuation. Zacks.com
• Positive Sentiment: UBS analyst William Appicelli initiated coverage on NextEra Energy with a Buy rating, citing Dominion merger synergies and data-center-driven growth upside. Article
• Positive Sentiment: Several articles highlight NextEra’s clean-energy push, renewables backlog, stable cash flows, and improving return on equity, which could support longer-term earnings growth. Article
• Neutral Sentiment: Market commentary says NextEra may be undervalued on its Dominion/data-center story, but the stock has also seen recent weakness over the past month and quarter. Article
• Neutral Sentiment: Broader utility-stock coverage and commentary continue to frame NextEra as a defensive income play with stable cash flows, supporting investor interest without a major new catalyst. Article

NextEra Energy Trading Up 1.1%

NEE opened at $86.67 on Friday. The stock has a 50-day moving average of $90.39 and a 200 day moving average of $88.29. 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, Inc. has a 12 month low of $67.20 and a 12 month high of $98.75. The firm has a market cap of $180.73 billion, a P/E ratio of 22.05, a P/E/G ratio of 2.51 and a beta of 0.68.

NextEra Energy (NYSE:NEE) last issued its quarterly earnings data on Thursday, April 23rd. The utilities provider reported $1.09 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.03 by $0.06. The business 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 company’s quarterly revenue was up 7.3% compared to the same quarter last year. During the same period in the prior year, the business posted $0.99 earnings per share. NextEra Energy has set its FY 2026 guidance at 3.920-4.02 EPS. As a group, research analysts forecast that NextEra Energy, Inc. will post 4.01 EPS for the current year.

NextEra Energy Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Monday, June 15th. Stockholders of record on Friday, June 5th were paid a $0.6232 dividend. The ex-dividend date of this dividend was Friday, June 5th. This represents a $2.49 annualized dividend and a dividend yield of 2.9%. NextEra Energy’s dividend payout ratio is currently 63.36%.

About NextEra Energy

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.