Rockefeller Capital Management L.P. Purchases 543,511 Shares of NextEra Energy, Inc. $NEE

Rockefeller Capital Management L.P. grew its position in NextEra Energy, Inc. (NYSE:NEE) by 33.5% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 2,167,141 shares of the utilities provider’s stock after buying an additional 543,511 shares during the period. Rockefeller Capital Management L.P.’s holdings in NextEra Energy were worth $173,978,000 at the end of the most recent quarter.

A number of other large investors have also made changes to their positions in the company. Brighton Jones LLC grew its position in shares of NextEra Energy by 7.0% in the 4th quarter. Brighton Jones LLC now owns 28,282 shares of the utilities provider’s stock valued at $2,028,000 after purchasing an additional 1,840 shares during the period. Revolve Wealth Partners LLC raised its holdings in NextEra Energy by 6.5% during the 4th quarter. Revolve Wealth Partners LLC now owns 4,854 shares of the utilities provider’s stock worth $348,000 after buying an additional 298 shares during the period. Acadian Asset Management LLC lifted its stake in NextEra Energy by 38.4% in the first quarter. Acadian Asset Management LLC now owns 12,542 shares of the utilities provider’s stock valued at $887,000 after buying an additional 3,479 shares in the last quarter. Sivia Capital Partners LLC lifted its stake in NextEra Energy by 18.1% in the second quarter. Sivia Capital Partners LLC now owns 5,563 shares of the utilities provider’s stock valued at $386,000 after buying an additional 852 shares in the last quarter. Finally, United Bank boosted its holdings in shares of NextEra Energy by 2.9% in the second quarter. United Bank now owns 15,596 shares of the utilities provider’s stock valued at $1,083,000 after buying an additional 444 shares during the period. Institutional investors own 78.72% of the company’s stock.

NextEra Energy Price Performance

NYSE NEE opened at $86.67 on Friday. The firm’s 50 day moving average is $90.24 and its 200-day moving average is $88.27. 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 company has a market capitalization of $180.73 billion, a PE ratio of 22.05, a price-to-earnings-growth ratio of 2.54 and a beta of 0.68. NextEra Energy, Inc. has a 12-month low of $67.20 and a 12-month high of $98.75.

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

NextEra Energy Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Monday, June 15th. Shareholders of record on Friday, June 5th were given a dividend of $0.6232 per share. The ex-dividend date of this dividend was Friday, June 5th. This represents a $2.49 annualized dividend and a yield of 2.9%. NextEra Energy’s payout ratio is 63.36%.

Key NextEra Energy News

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

• Positive Sentiment: Sanford C. Bernstein upgraded NextEra Energy (NEE) to strong-buy, reinforcing bullish sentiment around the company’s utility scale, clean-energy portfolio, and earnings outlook.
• Positive Sentiment: UBS analyst William Appicelli initiated a Buy rating, citing potential synergy gains from the Dominion transaction and upside tied to rising power demand from data centers.
• Positive Sentiment: Several recent articles highlighted NEE as a beneficiary of structural electricity demand growth, especially from artificial intelligence data centers, EV adoption, and the broader need for reliable baseload power.
• Positive Sentiment: One analysis argued the stock could be undervalued based on the Dominion data-center story, suggesting investors may be underestimating future growth potential. NextEra Energy (NEE) Stock Could Be 8.5% Undervalued on Its Dominion Data Center Story
• Positive Sentiment: Coverage also emphasized NextEra’s clean-energy expansion, renewables backlog, and stable cash flow generation, which support its long-term earnings growth profile. Will NextEra Gain by Generating Power From Multiple Clean Sources?
• Neutral Sentiment: The latest Zacks note said NEE recently outperformed the market in a single session, reflecting renewed interest, but the stock has still been under pressure over the prior month and quarter. NextEra Energy (NEE) Laps the Stock Market: Here’s Why

Wall Street Analysts Forecast Growth

NEE has been the subject of several research reports. BMO Capital Markets lowered their price objective on shares of NextEra Energy from $104.00 to $102.00 and set an “outperform” rating for the company in a research report on Monday, May 18th. Weiss Ratings cut shares of NextEra Energy from a “buy (b)” rating to a “buy (b-)” rating in a research report on Thursday, June 11th. Scotiabank upped their target price on shares of NextEra Energy from $102.00 to $110.00 and gave the stock a “sector perform” rating in a research note on Friday, April 24th. BTIG Research reiterated a “buy” rating and set a $112.00 target price on shares of NextEra Energy in a report on Friday, April 24th. Finally, UBS Group boosted their price target on NextEra Energy from $91.00 to $104.00 and gave the company a “buy” rating in a report on Thursday, March 5th. Two investment analysts have rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and four have given a Hold rating to the company’s stock. Based on data from MarketBeat, NextEra Energy has an average rating of “Moderate Buy” and a consensus target price of $99.57.

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.