NextEra Energy, Inc. $NEE Stake Boosted by Sumitomo Mitsui DS Asset Management Company Ltd

Sumitomo Mitsui DS Asset Management Company Ltd raised its position in shares of NextEra Energy, Inc. (NYSE:NEE) by 35.2% in the fourth quarter, Holdings Channel.com reports. The institutional investor owned 568,580 shares of the utilities provider’s stock after buying an additional 147,953 shares during the period. Sumitomo Mitsui DS Asset Management Company Ltd’s holdings in NextEra Energy were worth $45,646,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently made changes to their positions in the company. Wedbush Securities Inc. boosted its position in NextEra Energy by 24.8% during the 3rd quarter. Wedbush Securities Inc. now owns 64,158 shares of the utilities provider’s stock worth $4,843,000 after acquiring an additional 12,738 shares during the period. Varma Mutual Pension Insurance Co lifted its position in shares of NextEra Energy by 5.0% in the third quarter. Varma Mutual Pension Insurance Co now owns 326,193 shares of the utilities provider’s stock worth $24,624,000 after purchasing an additional 15,600 shares in the last quarter. National Pension Service boosted its holdings in shares of NextEra Energy by 1.3% during the third quarter. National Pension Service now owns 4,845,447 shares of the utilities provider’s stock worth $365,783,000 after purchasing an additional 60,324 shares during the period. Y Intercept Hong Kong Ltd grew its position in NextEra Energy by 61.8% during the third quarter. Y Intercept Hong Kong Ltd now owns 60,985 shares of the utilities provider’s stock valued at $4,604,000 after purchasing an additional 23,288 shares in the last quarter. Finally, Jones Financial Companies Lllp increased its stake in NextEra Energy by 7.3% in the 3rd quarter. Jones Financial Companies Lllp now owns 849,352 shares of the utilities provider’s stock valued at $64,373,000 after buying an additional 57,711 shares during the period. 78.72% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about NextEra Energy

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

• Positive Sentiment: DA Davidson raised its price target to $105 and maintained a Buy rating, signaling analyst confidence and providing upside to the stock. DA Davidson raises price target on NextEra Energy to $105 from $95, keeps buy/add rating
• Positive Sentiment: NextEra is advancing plans for two Japan-backed natural gas-fired plants to serve data centers and expects to finalize agreements within months — a direct play on rising data-center power demand and grid reliability needs. Why NextEra Energy (NEE) Is Betting on Gas, Nuclear, and Data Center Demand
• Positive Sentiment: Broader coverage highlights that AI growth shifts the bottleneck from chips to power infrastructure (substations, transformers, turbines) — a structural tailwind for utilities and project owners like NextEra that can supply capacity to hyperscalers. The Real AI Trade May Not Be Software. It May Be Power Equipment
• Neutral Sentiment: NextEra scheduled senior management investor meetings across May–June to reaffirm long-term growth expectations presented at its April earnings call, improving transparency but not delivering new guidance. NextEra Energy to meet with investors throughout May and June
• Neutral Sentiment: An article on dividend growers mentions several companies that raised payouts; it’s unclear whether NextEra is a featured dividend increaser in that piece, so impact on NEE is uncertain. These 4 Dividend Growers Have Already Declared 10% Dividend Increases
• Negative Sentiment: Analysis from Altimetry/MarketBeat argues NextEra may fall behind specialist firms in capitalizing on the AI power boom, a cautionary note that could cap multiple expansion if widely adopted by investors. 3 Energy Stocks to Buy and 2 to Avoid as AI Power Demand Explodes (NEE)

NextEra Energy Stock Performance

NEE stock opened at $96.24 on Wednesday. The firm has a 50 day moving average of $92.81 and a two-hundred day moving average of $87.26. NextEra Energy, Inc. has a 12 month low of $63.88 and a 12 month high of $98.75. The company has a market capitalization of $200.68 billion, a price-to-earnings ratio of 24.49, a P/E/G ratio of 2.80 and a beta of 0.73. The company has a quick ratio of 0.44, a current ratio of 0.54 and a debt-to-equity ratio of 1.41.

NextEra Energy (NYSE:NEE) last released its quarterly earnings results on Thursday, April 23rd. The utilities provider reported $1.09 earnings per share 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 net margin of 29.36% and a return on equity of 12.25%. NextEra Energy’s revenue for the quarter was up 7.3% on a year-over-year basis. During the same quarter last year, the firm earned $0.99 EPS. NextEra Energy has set its FY 2026 guidance at 3.920-4.02 EPS. As a group, equities analysts anticipate that NextEra Energy, Inc. will post 4 EPS for the current fiscal year.

NextEra Energy Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Monday, March 16th. Shareholders of record on Friday, February 27th were given a $0.6232 dividend. This is an increase from NextEra Energy’s previous quarterly dividend of $0.57. This represents a $2.49 dividend on an annualized basis and a dividend yield of 2.6%. The ex-dividend date of this dividend was Friday, February 27th. NextEra Energy’s payout ratio is presently 63.36%.

Insider Buying and Selling

In related news, Treasurer James Michael May sold 7,161 shares of the firm’s stock in a transaction that occurred on Monday, March 9th. The stock was sold at an average price of $90.27, for a total value of $646,423.47. Following the transaction, the treasurer directly owned 26,719 shares of the company’s stock, valued at approximately $2,411,924.13. This trade represents a 21.14% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Nicole J. Daggs sold 4,934 shares of the business’s stock in a transaction that occurred on Friday, March 13th. The stock was sold at an average price of $93.00, for a total value of $458,862.00. Following the completion of the sale, the executive vice president owned 16,905 shares of the company’s stock, valued at approximately $1,572,165. This trade represents a 22.59% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 131,370 shares of company stock worth $11,779,609 over the last ninety days. 0.18% of the stock is currently owned by corporate insiders.

Wall Street Analysts Forecast Growth

A number of equities research analysts have issued reports on the stock. Seaport Research Partners decreased their target price on shares of NextEra Energy from $56.00 to $55.00 and set a “sell” rating for the company in a research note on Monday, February 2nd. Wall Street Zen downgraded shares of NextEra Energy from a “hold” rating to a “sell” rating in a research note on Saturday, March 28th. BMO Capital Markets reiterated an “outperform” rating and set a $104.00 price objective (up from $99.00) on shares of NextEra Energy in a report on Monday, April 27th. Weiss Ratings raised NextEra Energy from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Monday, April 27th. Finally, Scotiabank boosted their target price on NextEra Energy from $102.00 to $110.00 and gave the company a “sector perform” rating in a research note on Friday, April 24th. One research analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and four have assigned a Hold rating to the company. According to MarketBeat, NextEra Energy has an average rating of “Moderate Buy” and an average price target of $98.70.

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.