Delta Financial Advisors LLC Has $1.25 Million Stock Position in NextEra Energy, Inc. $NEE

Delta Financial Advisors LLC raised its stake in shares of NextEra Energy, Inc. (NYSE:NEEFree Report) by 133.3% during the 3rd quarter, HoldingsChannel reports. The firm owned 16,587 shares of the utilities provider’s stock after purchasing an additional 9,477 shares during the quarter. Delta Financial Advisors LLC’s holdings in NextEra Energy were worth $1,252,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds have also bought and sold shares of NEE. Vanguard Group Inc. raised its stake in NextEra Energy by 2.7% during the second quarter. Vanguard Group Inc. now owns 212,877,021 shares of the utilities provider’s stock worth $14,777,923,000 after acquiring an additional 5,554,603 shares in the last quarter. Geode Capital Management LLC increased its holdings in shares of NextEra Energy by 1.2% during the 2nd quarter. Geode Capital Management LLC now owns 45,724,229 shares of the utilities provider’s stock worth $3,161,774,000 after acquiring an additional 526,996 shares during the last quarter. Norges Bank bought a new position in NextEra Energy in the 2nd quarter valued at about $2,375,545,000. Charles Schwab Investment Management Inc. boosted its holdings in shares of NextEra Energy by 2.1% during the second quarter. Charles Schwab Investment Management Inc. now owns 16,786,728 shares of the utilities provider’s stock worth $1,165,896,000 after acquiring an additional 340,315 shares during the period. Finally, Legal & General Group Plc grew its position in shares of NextEra Energy by 2.6% in the second quarter. Legal & General Group Plc now owns 16,414,103 shares of the utilities provider’s stock valued at $1,139,467,000 after purchasing an additional 408,198 shares during the last quarter. Institutional investors own 78.72% of the company’s stock.

Insider Buying and Selling at NextEra Energy

In related news, EVP Ronald R. Reagan sold 10,826 shares of the stock in a transaction on Thursday, January 22nd. The stock was sold at an average price of $85.00, for a total value of $920,210.00. Following the sale, the executive vice president owned 15,643 shares in the company, valued at approximately $1,329,655. This trade represents a 40.90% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, CEO Armando Pimentel, Jr. sold 145,140 shares of NextEra Energy stock in a transaction that occurred on Monday, November 17th. The stock was sold at an average price of $83.91, for a total value of $12,178,697.40. Following the completion of the sale, the chief executive officer owned 162,693 shares in the company, valued at approximately $13,651,569.63. This represents a 47.15% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 0.20% of the stock is currently owned by corporate insiders.

Key NextEra Energy News

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

  • Positive Sentiment: Wells Fargo raised its price target on NEE to $98, which supports upside versus the current market price and can buoy investor sentiment. Wells Fargo Raises Price Target
  • Positive Sentiment: Zacks highlights NextEra as a stronger utility pick versus Southern Company, citing higher growth forecasts and cleaner-energy exposure — a relative-strength argument that can attract rotation into NEE. Zacks: NEE vs Southern Company
  • Positive Sentiment: Coverage framing NextEra as a leader in “AI-enabled” energy investing (Yahoo) can amplify thematic investor interest ahead of earnings, potentially supporting multiple expansion if execution stories are strong. Is NextEra the Best AI Energy Stock?
  • Neutral Sentiment: Zacks previews the Q4 report and asks whether to buy, sell or hold, summarizing the conflicting forces of Florida utility growth and clean-energy demand versus a premium valuation — useful context but not a clear directional catalyst. Zacks Q4 Preview
  • Neutral Sentiment: Zacks’ breakdown of analyst projections for Q4 metrics gives detail investors can use to model upside/downside around beats or misses, but it doesn’t change fundamentals by itself. Zacks: Analyst Projections
  • Neutral Sentiment: A Yahoo piece examining whether NEE’s price reflects its clean-energy ambitions frames valuation questions for longer-term investors but is not an immediate catalyst. Yahoo: Does Price Reflect Ambitions?
  • Neutral Sentiment: A Sharewise/Zacks feature roundup keeps NEE in the analyst spotlight; visibility helps liquidity but doesn’t by itself move fundamentals. Sharewise: Zacks Feature
  • Negative Sentiment: A Seeking Alpha piece warns that broad investor love and positioning could be a risk — crowding and valuation multiple compression are flagged as potential downside triggers if growth disappoints. Seeking Alpha: Overcrowding Concern
  • Negative Sentiment: Insider sale: EVP Ronald R. Reagan sold 10,826 shares at ~$85, materially reducing his stake — such disclosures often create short-term selling pressure or signal personal liquidity-taking. SEC Form 4: Insider Sale

NextEra Energy Trading Down 0.3%

Shares of NEE stock opened at $84.84 on Friday. The company has a market cap of $176.69 billion, a P/E ratio of 27.02, a PEG ratio of 2.64 and a beta of 0.74. NextEra Energy, Inc. has a fifty-two week low of $61.72 and a fifty-two week high of $87.53. The stock has a 50 day simple moving average of $82.25 and a two-hundred day simple moving average of $78.57. The company has a debt-to-equity ratio of 1.30, a quick ratio of 0.45 and a current ratio of 0.55.

NextEra Energy (NYSE:NEEGet Free Report) last issued its earnings results on Tuesday, October 28th. The utilities provider reported $1.13 EPS for the quarter, beating analysts’ consensus estimates of $1.04 by $0.09. The business had revenue of $7.97 billion during the quarter, compared to analyst estimates of $8.13 billion. NextEra Energy had a return on equity of 12.42% and a net margin of 24.72%.The firm’s revenue was up 5.3% compared to the same quarter last year. During the same period in the previous year, the company posted $1.03 EPS. Research analysts forecast that NextEra Energy, Inc. will post 3.68 earnings per share for the current year.

Analysts Set New Price Targets

A number of research firms recently commented on NEE. Wells Fargo & Company raised their price target on shares of NextEra Energy from $97.00 to $98.00 and gave the stock an “overweight” rating in a research report on Tuesday. JPMorgan Chase & Co. raised their price objective on NextEra Energy from $94.00 to $97.00 and gave the stock an “overweight” rating in a research note on Thursday, December 11th. TD Cowen initiated coverage on shares of NextEra Energy in a research report on Thursday, October 16th. They issued a “buy” rating and a $98.00 target price for the company. BTIG Research restated a “buy” rating and set a $100.00 target price on shares of NextEra Energy in a research note on Tuesday, December 9th. Finally, New Street Research set a $84.00 price target on NextEra Energy in a report on Monday, October 13th. Two analysts have rated the stock with a Strong Buy rating, twelve have issued a Buy rating and four have issued a Hold rating to the company. According to data from MarketBeat, NextEra Energy presently has an average rating of “Moderate Buy” and an average target price of $91.94.

View Our Latest Stock Analysis on NextEra Energy

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.

See Also

Want to see what other hedge funds are holding NEE? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for NextEra Energy, Inc. (NYSE:NEEFree Report).

Institutional Ownership by Quarter for NextEra Energy (NYSE:NEE)

Receive News & Ratings for NextEra Energy Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for NextEra Energy and related companies with MarketBeat.com's FREE daily email newsletter.