16,496 Shares in NextEra Energy, Inc. $NEE Acquired by Oxford Financial Group LTD. LLC

Oxford Financial Group LTD. LLC purchased a new stake in shares of NextEra Energy, Inc. (NYSE:NEE) in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 16,496 shares of the utilities provider’s stock, valued at approximately $1,448,000.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Indivisible Partners purchased a new stake in shares of NextEra Energy during the fourth quarter worth about $1,355,000. Czech National Bank boosted its stake in shares of NextEra Energy by 4.7% during the 2nd quarter. Czech National Bank now owns 593,568 shares of the utilities provider’s stock valued at $52,097,000 after buying an additional 26,378 shares during the last quarter. Swedbank AB grew its position in shares of NextEra Energy by 13.4% during the fourth quarter. Swedbank AB now owns 1,016,630 shares of the utilities provider’s stock worth $81,615,000 after buying an additional 120,389 shares in the last quarter. Annex Advisory Services LLC grew its position in shares of NextEra Energy by 13.9% during the second quarter. Annex Advisory Services LLC now owns 711,009 shares of the utilities provider’s stock worth $62,405,000 after buying an additional 86,585 shares in the last quarter. Finally, MGO One Seven LLC increased its stake in shares of NextEra Energy by 12.1% in the fourth quarter. MGO One Seven LLC now owns 137,251 shares of the utilities provider’s stock worth $11,018,000 after buying an additional 14,828 shares during the last quarter. 78.72% of the stock is currently owned by institutional investors and hedge funds.

NextEra Energy Trading Down 2.1%

NextEra Energy stock opened at $81.74 on Friday. The company has a quick ratio of 0.44, a current ratio of 0.53 and a debt-to-equity ratio of 1.45. The firm has a 50-day moving average price of $86.95 and a two-hundred day moving average price of $89.70. The firm has a market capitalization of $170.49 billion, a price-to-earnings ratio of 18.37, a PEG ratio of 2.24 and a beta of 0.67. NextEra Energy, Inc. has a 52-week low of $69.24 and a 52-week high of $98.75.

NextEra Energy (NYSE:NEE) last announced its quarterly earnings results on Friday, July 24th. The utilities provider reported $1.15 EPS for the quarter, beating the consensus estimate of $1.11 by $0.04. The company had revenue of $7.53 billion for the quarter, compared to analyst estimates of $8.11 billion. NextEra Energy had a net margin of 32.40% and a return on equity of 12.28%. NextEra Energy’s revenue was up 12.4% compared to the same quarter last year. During the same quarter last year, the business earned $1.05 earnings per share. NextEra Energy has set its FY 2026 guidance at 3.920-4.020 EPS. Sell-side analysts expect that NextEra Energy, Inc. will post 4.01 earnings per share for the current year.

NextEra Energy Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, September 15th. Investors of record on Friday, August 28th will be given a $0.6232 dividend. This represents a $2.49 annualized dividend and a yield of 3.0%. The ex-dividend date is Friday, August 28th. NextEra Energy’s dividend payout ratio (DPR) is currently 55.96%.

Analyst Upgrades and Downgrades

A number of research firms have commented on NEE. Evercore reiterated an “outperform” rating and set a $107.00 price objective on shares of NextEra Energy in a research note on Monday, May 4th. JPMorgan Chase & Co. upped their target price on shares of NextEra Energy from $100.00 to $105.00 and gave the company an “overweight” rating in a research note on Wednesday, May 13th. Barclays set a $91.00 price target on NextEra Energy and gave the stock an “equal weight” rating in a research note on Tuesday, July 7th. BMO Capital Markets upped their price objective on NextEra Energy from $94.00 to $96.00 and gave the company an “outperform” rating in a research note on Monday, July 27th. Finally, Weiss Ratings downgraded NextEra Energy from a “buy (b)” rating to a “buy (b-)” rating in a report on Thursday, June 11th. Seventeen equities research analysts have rated the stock with a Buy rating and six have given a Hold rating to the company. Based on data from MarketBeat.com, NextEra Energy currently has an average rating of “Moderate Buy” and a consensus price target of $100.33.

NextEra Energy 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.