John G Ullman & Associates Inc. Has $11.83 Million Holdings in NextEra Energy, Inc. $NEE

John G Ullman & Associates Inc. boosted its stake in NextEra Energy, Inc. (NYSE:NEE) by 481.3% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 156,653 shares of the utilities provider’s stock after purchasing an additional 129,706 shares during the quarter. NextEra Energy comprises about 1.6% of John G Ullman & Associates Inc.’s investment portfolio, making the stock its 14th largest holding. John G Ullman & Associates Inc.’s holdings in NextEra Energy were worth $11,826,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in NEE. Norges Bank bought a new position in NextEra Energy during the 2nd quarter worth approximately $2,375,545,000. Vanguard Group Inc. raised its holdings in NextEra Energy by 2.7% in the second quarter. Vanguard Group Inc. now owns 212,877,021 shares of the utilities provider’s stock worth $14,777,923,000 after purchasing an additional 5,554,603 shares during the period. Assenagon Asset Management S.A. boosted its position in shares of NextEra Energy by 1,765.3% during the third quarter. Assenagon Asset Management S.A. now owns 3,968,305 shares of the utilities provider’s stock worth $299,567,000 after purchasing an additional 3,755,563 shares in the last quarter. Schroder Investment Management Group grew its holdings in shares of NextEra Energy by 18.7% in the 2nd quarter. Schroder Investment Management Group now owns 10,796,329 shares of the utilities provider’s stock valued at $749,481,000 after buying an additional 1,701,648 shares during the period. Finally, Adage Capital Partners GP L.L.C. increased its position in shares of NextEra Energy by 181.9% in the 2nd quarter. Adage Capital Partners GP L.L.C. now owns 2,185,513 shares of the utilities provider’s stock valued at $151,718,000 after buying an additional 1,410,200 shares in the last quarter. Institutional investors own 78.72% of the company’s stock.

Analyst Ratings Changes

Several research firms have weighed in on NEE. JPMorgan Chase & Co. lifted their target price on NextEra Energy from $94.00 to $97.00 and gave the stock an “overweight” rating in a report on Thursday, December 11th. Wells Fargo & Company boosted their price objective on NextEra Energy from $97.00 to $98.00 and gave the company an “overweight” rating in a research report on Tuesday, January 20th. Argus set a $92.00 target price on shares of NextEra Energy and gave the stock a “buy” rating in a report on Wednesday, January 28th. Citigroup reaffirmed a “buy” rating and issued a $96.00 price target (up previously from $84.00) on shares of NextEra Energy in a research note on Wednesday, October 29th. Finally, BTIG Research reissued a “buy” rating and set a $103.00 price objective on shares of NextEra Energy in a research report on Wednesday, January 28th. Two analysts have rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and four have assigned a Hold rating to the stock. According to data from MarketBeat.com, NextEra Energy presently has a consensus rating of “Moderate Buy” and a consensus target price of $92.95.

Insider Transactions at NextEra Energy

In other news, EVP Ronald R. Reagan sold 18,620 shares of the firm’s stock in a transaction dated Wednesday, February 4th. The stock was sold at an average price of $90.00, for a total value of $1,675,800.00. Following the completion of the transaction, the executive vice president owned 9,643 shares in the company, valued at $867,870. This trade represents a 65.88% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Armando Pimentel, Jr. sold 145,140 shares of NextEra Energy stock in a transaction dated Monday, November 17th. The shares were 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 directly owned 162,693 shares in the company, valued at approximately $13,651,569.63. This represents a 47.15% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 204,586 shares of company stock worth $17,474,707 in the last three months. Insiders own 0.20% of the company’s stock.

Key Stories Impacting NextEra Energy

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

• Positive Sentiment: Signed a strategic MOU with Xcel to deliver generation solutions and enable large loads across Xcel’s territories, and is pushing into AI data-center power solutions — supports growth and diversification into higher-margin load growth opportunities. NextEra Energy Targets AI Data Center Growth With Xcel Partnership And Premium Valuation Xcel Energy and NextEra Energy Agree to Deliver Generation Solutions
• Positive Sentiment: Positive analyst/retail commentary highlighting NextEra’s dual utility + clean-energy growth model as a long-term outperformer relative to tech — can support investor sentiment over time. Forget Tech Stocks: The Utility Play That Could Outperform Nvidia
• Neutral Sentiment: Updated FY guidance was issued: FY2025 EPS 3.620–3.700 (consensus ~3.690) and FY2026 EPS 3.920–4.020 (consensus ~4.000). Guidance is close to consensus but slightly mixed, so limited near-term directional impact.
• Neutral Sentiment: A NextEra subsidiary issued $1.3B of long-term debentures — raises cash for growth but increases leverage and interest obligations; neutral-to-moderately negative depending on use of proceeds. NextEra Energy Subsidiary Issues $1.3B Long-Term Debentures
• Neutral Sentiment: Zacks and other outlets note elevated investor attention and valuation debate — increases trading volume and volatility but not a clear directional catalyst. NEE is Attracting Investor Attention
• Negative Sentiment: Two senior execs disclosed large stock sales (Charles Sieving sold 30,000 shares; Ronald R. Reagan sold 18,620 shares), reducing insider holdings — such sizable sales can spook investors even if routine. Sieving SEC Form 4 Reagan SEC Form 4
• Negative Sentiment: Reported cancellation of a Wyoming wind project amid political/regulatory pushback — highlights execution and regulatory risk for large renewable projects and may raise concern about future project approvals. NextEra Energy scraps Wyoming wind project amid Trump ‘blockade’ – NYT
• Negative Sentiment: Valuation critics argue NEE has moved back into overvalued territory, which can amplify selling pressure if macro or sector sentiment weakens. NextEra Energy: Back To Overvalued

NextEra Energy Price Performance

Shares of NEE opened at $89.17 on Friday. The company has a quick ratio of 0.49, a current ratio of 0.60 and a debt-to-equity ratio of 1.35. NextEra Energy, Inc. has a twelve month low of $61.72 and a twelve month high of $90.69. The stock has a market capitalization of $185.71 billion, a P/E ratio of 27.10, a P/E/G ratio of 2.78 and a beta of 0.76. The company has a 50 day moving average of $82.81 and a 200-day moving average of $79.40.

NextEra Energy (NYSE:NEE) last announced its earnings results on Tuesday, January 27th. The utilities provider reported $0.54 EPS for the quarter, topping the consensus estimate of $0.53 by $0.01. The business had revenue of $6.50 billion during the quarter, compared to analysts’ expectations of $7.07 billion. NextEra Energy had a net margin of 24.93% and a return on equity of 12.18%. The firm’s revenue was up 20.7% on a year-over-year basis. During the same quarter in the prior year, the company posted $0.53 earnings per share. As a group, equities research analysts forecast that NextEra Energy, Inc. will post 3.68 EPS for the current fiscal year.

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.