Electron Capital Partners LLC Raises Stock Position in NextEra Energy, Inc. $NEE

Electron Capital Partners LLC grew its stake in shares of NextEra Energy, Inc. (NYSE:NEE) by 15.4% during the 1st quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 2,040,030 shares of the utilities provider’s stock after buying an additional 272,603 shares during the quarter. NextEra Energy accounts for 7.4% of Electron Capital Partners LLC’s investment portfolio, making the stock its 2nd biggest position. Electron Capital Partners LLC’s holdings in NextEra Energy were worth $189,478,000 as of its most recent filing with the SEC.

Other hedge funds also recently made changes to their positions in the company. Vanguard Group Inc. lifted its holdings in shares of NextEra Energy by 1.0% in the 4th quarter. Vanguard Group Inc. now owns 216,033,697 shares of the utilities provider’s stock worth $17,343,185,000 after acquiring an additional 2,234,176 shares during the last quarter. Geode Capital Management LLC raised its position in NextEra Energy by 2.1% in the 4th quarter. Geode Capital Management LLC now owns 47,272,019 shares of the utilities provider’s stock worth $3,781,790,000 after purchasing an additional 966,152 shares during the period. Norges Bank bought a new stake in NextEra Energy in the fourth quarter worth $2,816,327,000. Price T Rowe Associates Inc. MD lifted its stake in NextEra Energy by 6.6% in the fourth quarter. Price T Rowe Associates Inc. MD now owns 18,365,788 shares of the utilities provider’s stock worth $1,474,407,000 after purchasing an additional 1,136,074 shares during the last quarter. Finally, Deutsche Bank AG boosted its position in NextEra Energy by 2.9% during the fourth quarter. Deutsche Bank AG now owns 17,281,357 shares of the utilities provider’s stock valued at $1,387,347,000 after buying an additional 485,854 shares during the period. 78.72% of the stock is owned by institutional investors.

Trending Headlines about NextEra Energy

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

• Positive Sentiment: NextEra highlighted accelerating power demand tied to artificial intelligence and data centers, including a 35.1-gigawatt backlog and emerging data-center hubs. Management maintained its long-term earnings-growth targets, reinforcing the potential for incremental utility and renewable investment. NEE Q2 Earnings Call Highlights Power Demand Growth
• Positive Sentiment: The company’s latest quarterly results exceeded expectations: earnings were $1.15 per share versus the $1.03 consensus, while revenue reached $7.53 billion, up 12.4% year over year and above forecasts. NextEra also provided fiscal 2026 EPS guidance of $3.92 to $4.02. KeyCorp Weighs in on NextEra Energy’s Q2 Earnings
• Positive Sentiment: BMO Capital Markets raised its price target for NEE to $96 from $94 and reiterated an “outperform” rating, signaling confidence in the company’s demand outlook and earnings trajectory. BMO Raises NextEra Energy Price Target
• Neutral Sentiment: Analyst comparisons with GE Vernova frame NextEra as an owner of the power-generation assets serving the AI economy rather than an equipment supplier. The distinction supports NEE’s long-term growth case but also highlights that data-center demand must translate into actual projects and power contracts. AI Energy Bottleneck: Buy GE Vernova or NextEra Energy on AI Pivot?
• Negative Sentiment: Utilities remain highly sensitive to interest-rate expectations because of their debt needs and income-oriented valuations. Rate-related uncertainty may be offsetting the positive earnings and AI-demand news, helping explain the stock’s weaker performance despite supportive company-specific developments. NextEra Energy Firms as a Rate Decision Puts Utilities in Focus

Wall Street Analysts Forecast Growth

Several equities research analysts recently weighed in on NEE shares. BTIG Research restated a “buy” rating and set a $112.00 target price on shares of NextEra Energy in a report on Friday, April 24th. Scotiabank boosted their price objective on NextEra Energy from $102.00 to $110.00 and gave the company a “sector perform” rating in a research report on Friday, April 24th. Erste Group Bank lowered NextEra Energy from a “buy” rating to a “hold” rating in a research note on Thursday, June 25th. HSBC raised their target price on shares of NextEra Energy from $103.00 to $106.00 and gave the stock a “buy” rating in a report on Tuesday, April 28th. Finally, Bank of America decreased their target price on shares of NextEra Energy from $95.00 to $93.00 and set a “neutral” rating on the stock in a research note on Monday, July 13th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and six have given a Hold rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $99.36.

NextEra Energy Trading Down 1.1%

NYSE NEE opened at $88.80 on Tuesday. The firm has a market capitalization of $185.18 billion, a PE ratio of 19.96, a P/E/G ratio of 2.46 and a beta of 0.67. The stock’s 50 day moving average is $87.37 and its 200 day moving average is $89.59. NextEra Energy, Inc. has a twelve month low of $69.24 and a twelve month 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.

NextEra Energy (NYSE:NEE) last posted its quarterly earnings data on Friday, July 24th. The utilities provider reported $1.15 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.03 by $0.12. The business had revenue of $7.53 billion during the quarter, compared to the consensus estimate of $7.27 billion. NextEra Energy had a return on equity of 12.28% and a net margin of 32.40%.The firm’s quarterly revenue was up 12.4% compared to the same quarter last year. During the same quarter in the prior year, the company earned $1.05 earnings per share. NextEra Energy has set its FY 2026 guidance at 3.920-4.020 EPS. Research analysts forecast that NextEra Energy, Inc. will post 4 earnings per share for the current fiscal year.

NextEra Energy Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Monday, June 15th. Investors of record on Friday, June 5th were given a dividend of $0.6232 per share. This represents a $2.49 dividend on an annualized basis and a yield of 2.8%. The ex-dividend date of this dividend was Friday, June 5th. NextEra Energy’s dividend payout ratio (DPR) is 55.96%.

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.