NextEra Energy, Inc. $NEE Shares Acquired by Fjarde AP Fonden Fourth Swedish National Pension Fund

Fjarde AP Fonden Fourth Swedish National Pension Fund increased its position in shares of NextEra Energy, Inc. (NYSE:NEE) by 189.9% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 338,434 shares of the utilities provider’s stock after purchasing an additional 221,700 shares during the period. Fjarde AP Fonden Fourth Swedish National Pension Fund’s holdings in NextEra Energy were worth $31,434,000 at the end of the most recent quarter.

A number of other institutional investors have also recently added to or reduced their stakes in the company. Elevation Point Wealth Partners LLC boosted its stake in NextEra Energy by 17.4% during the 1st quarter. Elevation Point Wealth Partners LLC now owns 148,378 shares of the utilities provider’s stock valued at $13,781,000 after purchasing an additional 22,002 shares in the last quarter. Platform Technology Partners raised its stake in shares of NextEra Energy by 2.0% in the 1st quarter. Platform Technology Partners now owns 41,938 shares of the utilities provider’s stock worth $3,895,000 after buying an additional 834 shares in the last quarter. Blue Capital Inc. bought a new stake in shares of NextEra Energy in the 1st quarter worth $2,803,000. Peregrine Asset Advisers Inc. raised its stake in shares of NextEra Energy by 22.9% in the 1st quarter. Peregrine Asset Advisers Inc. now owns 3,277 shares of the utilities provider’s stock worth $304,000 after buying an additional 610 shares in the last quarter. Finally, Harrison Street Private Wealth LLC acquired a new stake in shares of NextEra Energy in the first quarter valued at $4,816,000. 78.72% of the stock is currently owned by institutional investors and hedge funds.

Key Headlines Impacting NextEra Energy

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

• Positive Sentiment: Analysts at Erste Group Bank raised their FY2026 and FY2027 EPS estimates for NextEra Energy, signaling slightly better earnings expectations and supporting the stock’s valuation.
• Positive Sentiment: Zacks highlighted that NextEra’s long-term power purchase agreements, renewable energy backlog, and partnerships with Google Cloud and Meta improve earnings visibility as demand for clean power rises. Article Title
• Positive Sentiment: Coverage tied NextEra to the AI infrastructure trade, arguing that its recent Dominion deal could position it as a key provider of power and infrastructure for data centers. Article Title
• Positive Sentiment: Investor-interest articles also pointed to billionaire Glenn Dubin’s Highbridge Capital naming NextEra among top stocks to buy, reinforcing the stock’s appeal to large institutional and growth-focused investors.
• Neutral Sentiment: Several articles were largely commentary pieces asking whether the market is expecting too much from the stock, suggesting debate remains over how much of the growth story is already priced in.
• Negative Sentiment: One recent market recap noted the shares had a modest pullback in the prior session, showing that short-term volatility is still present even with the longer-term bullish thesis intact.

Analysts Set New Price Targets

NEE has been the subject of several research reports. Wells Fargo & Company set a $102.00 target price on NextEra Energy and gave the company an “overweight” rating in a research note on Friday, April 24th. TD Cowen upped their price target on shares of NextEra Energy from $99.00 to $101.00 and gave the company a “buy” rating in a report on Monday, April 27th. BTIG Research restated a “buy” rating and set a $112.00 price objective on shares of NextEra Energy in a research report on Friday, April 24th. JPMorgan Chase & Co. lifted their price objective on shares of NextEra Energy from $100.00 to $105.00 and gave the stock an “overweight” rating in a research note on Wednesday, May 13th. Finally, HSBC boosted 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. Two equities research analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and five have issued a Hold rating to the stock. Based on data from MarketBeat, NextEra Energy currently has a consensus rating of “Moderate Buy” and a consensus price target of $99.86.

NextEra Energy Stock Performance

NEE opened at $88.24 on Friday. The company has a quick ratio of 0.44, a current ratio of 0.54 and a debt-to-equity ratio of 1.41. The firm has a market cap of $184.02 billion, a PE ratio of 22.45, a P/E/G ratio of 2.53 and a beta of 0.67. The business has a fifty day simple moving average of $89.38 and a 200-day simple moving average of $88.63. NextEra Energy, Inc. has a fifty-two week low of $69.24 and a fifty-two week high of $98.75.

NextEra Energy (NYSE:NEE) last announced its earnings results on Thursday, April 23rd. The utilities provider reported $1.09 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.03 by $0.06. NextEra Energy had a return on equity of 12.25% and a net margin of 29.36%.The company had revenue of $6.70 billion for the quarter, compared to analyst estimates of $7.43 billion. During the same period in the previous year, the firm earned $0.99 earnings per share. NextEra Energy’s revenue for the quarter was up 7.3% compared to the same quarter last year. NextEra Energy has set its FY 2026 guidance at 3.920-4.02 EPS. As a group, equities analysts predict that NextEra Energy, Inc. will post 4.01 EPS for the current fiscal year.

NextEra Energy Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Monday, June 15th. Shareholders of record on Friday, June 5th were issued a dividend of $0.6232 per share. This represents a $2.49 annualized dividend and a yield of 2.8%. The ex-dividend date was Friday, June 5th. NextEra Energy’s payout ratio is presently 63.36%.

NextEra Energy Company 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.