NextEra Energy, Inc. $NEE Shares Sold by Envestnet Portfolio Solutions Inc.

Envestnet Portfolio Solutions Inc. trimmed its position in NextEra Energy, Inc. (NYSE:NEE) by 6.0% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 256,336 shares of the utilities provider’s stock after selling 16,323 shares during the quarter. Envestnet Portfolio Solutions Inc.’s holdings in NextEra Energy were worth $19,351,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also made changes to their positions in NEE. Activest Wealth Management increased its stake in NextEra Energy by 79.7% during the second quarter. Activest Wealth Management now owns 354 shares of the utilities provider’s stock valued at $25,000 after purchasing an additional 157 shares during the last quarter. Harbor Asset Planning Inc. bought a new position in shares of NextEra Energy in the 2nd quarter worth about $25,000. Goodman Advisory Group LLC acquired a new position in shares of NextEra Energy in the 2nd quarter valued at about $25,000. Tripletail Wealth Management LLC bought a new stake in shares of NextEra Energy during the 3rd quarter valued at about $25,000. Finally, Quaker Wealth Management LLC grew its position in shares of NextEra Energy by 200.0% during the 2nd quarter. Quaker Wealth Management LLC now owns 386 shares of the utilities provider’s stock valued at $27,000 after buying an additional 772 shares during the last quarter. 78.72% of the stock is owned by institutional investors and hedge funds.

NextEra Energy News Summary

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 Stock Down 0.3%

NEE opened at $84.84 on Friday. The stock’s 50 day moving average price is $82.25 and its 200 day moving average price is $78.57. The company has a debt-to-equity ratio of 1.30, a current ratio of 0.55 and a quick ratio of 0.45. The stock has a market cap of $176.69 billion, a P/E ratio of 27.02, a P/E/G ratio of 2.64 and a beta of 0.74. NextEra Energy, Inc. has a 12 month low of $61.72 and a 12 month high of $87.53.

NextEra Energy (NYSE:NEE) last announced its quarterly earnings results on Tuesday, October 28th. The utilities provider reported $1.13 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.04 by $0.09. NextEra Energy had a return on equity of 12.42% and a net margin of 24.72%.The company had revenue of $7.97 billion during the quarter, compared to analyst estimates of $8.13 billion. The firm’s quarterly revenue was up 5.3% on a year-over-year basis. During the same quarter in the previous year, the firm posted $1.03 EPS. As a group, research analysts predict that NextEra Energy, Inc. will post 3.68 earnings per share for the current year.

Analysts Set New Price Targets

A number of brokerages have issued reports on NEE. JPMorgan Chase & Co. raised their target price on shares of NextEra Energy from $94.00 to $97.00 and gave the stock an “overweight” rating in a report on Thursday, December 11th. HSBC increased their price target on NextEra Energy from $94.00 to $95.00 in a research report on Monday, November 10th. UBS Group set a $91.00 price objective on NextEra Energy and gave the company a “buy” rating in a research report on Wednesday, December 17th. New Street Research set a $84.00 target price on NextEra Energy in a research report on Monday, October 13th. Finally, Jefferies Financial Group set a $87.00 target price on NextEra Energy in a research note on Wednesday, January 14th. Two equities research analysts have rated the stock with a Strong Buy rating, twelve have given a Buy rating and four have issued a Hold rating to the stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $91.94.

Insider Activity

In related news, EVP Ronald R. Reagan sold 10,826 shares of the stock in a transaction dated Thursday, January 22nd. The shares were sold at an average price of $85.00, for a total value of $920,210.00. Following the completion of the transaction, the executive vice president owned 15,643 shares in the company, valued at $1,329,655. This represents a 40.90% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this hyperlink. Also, CEO Armando Pimentel, Jr. sold 145,140 shares of the firm’s stock in a transaction dated Monday, November 17th. The shares were sold at an average price of $83.91, for a total transaction of $12,178,697.40. Following the transaction, the chief executive officer directly owned 162,693 shares in the company, valued at approximately $13,651,569.63. The trade was a 47.15% decrease in their position. The SEC filing for this sale provides additional information. Corporate insiders own 0.20% of the company’s stock.

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.