CI Investments Inc. Purchases 659,737 Shares of NextEra Energy, Inc. $NEE

CI Investments Inc. lifted its position in NextEra Energy, Inc. (NYSE:NEE) by 81.1% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 1,473,366 shares of the utilities provider’s stock after buying an additional 659,737 shares during the quarter. CI Investments Inc.’s holdings in NextEra Energy were worth $136,846,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors have also modified their holdings of the company. Anfield Capital Management LLC boosted its holdings in NextEra Energy by 692.3% during the fourth quarter. Anfield Capital Management LLC now owns 309 shares of the utilities provider’s stock valued at $25,000 after acquiring an additional 270 shares during the period. Laurel Wealth Advisors LLC acquired a new stake in shares of NextEra Energy in the fourth quarter valued at about $25,000. Financial Life Planners bought a new position in shares of NextEra Energy in the first quarter worth about $30,000. Wealth Watch Advisors INC increased its stake in shares of NextEra Energy by 223.8% in the fourth quarter. Wealth Watch Advisors INC now owns 327 shares of the utilities provider’s stock worth $26,000 after purchasing an additional 226 shares during the period. Finally, Manning & Napier Advisors LLC lifted its position in shares of NextEra Energy by 104.9% during the 1st quarter. Manning & Napier Advisors LLC now owns 336 shares of the utilities provider’s stock worth $31,000 after purchasing an additional 172 shares during the last quarter. 78.72% of the stock is owned by institutional investors.

NextEra Energy News Roundup

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

• Positive Sentiment: Several recent articles remain constructive on NextEra Energy’s long-term outlook, pointing to rising Florida electricity demand, renewable buildouts, and potential benefits from growing power needs tied to AI and data centers. NextEra Energy (NEE) And New York’s Data Center Pause Put Power Limits In Focus
• Positive Sentiment: Wall Street sentiment remains generally favorable, with one note saying NextEra Energy has a margin advantage versus Constellation Energy thanks to a higher dividend yield, stronger net margin, lower beta, and better one-year price performance. NEE vs. CEG: Which Energy Stock Offers Stronger Growth Prospects?
• Positive Sentiment: Analysts still see upside even after a price-target cut, since BMO Capital Markets reduced its target to $95 from $102 but kept an “outperform” rating. This suggests confidence in the stock’s medium-term earnings and dividend profile. Benzinga report on BMO Capital Markets target cut
• Neutral Sentiment: Commentary around NextEra Energy as a “buy” before earnings reflects a wait-and-see stance, with investors balancing growth opportunities against valuation concerns and gas-project costs. Should You Add NextEra Energy to Your Portfolio Before Q2 Earnings?
• Negative Sentiment: Multiple pieces frame NextEra Energy’s valuation as stretched, including one explicitly calling it a “valuation crossroads,” which may be weighing on the shares as investors question whether growth can keep pace with the current price. NextEra Energy (NYSE:NEE) Faces A Valuation Crossroads

NextEra Energy Stock Performance

NextEra Energy stock opened at $87.73 on Wednesday. The firm has a market capitalization of $182.95 billion, a P/E ratio of 22.32, a P/E/G ratio of 2.40 and a beta of 0.67. The stock has a fifty day moving average price of $87.67 and a two-hundred day moving average price of $89.35. NextEra Energy, Inc. has a 52-week low of $69.24 and a 52-week high of $98.75. The company has a debt-to-equity ratio of 1.41, a current ratio of 0.54 and a quick ratio of 0.44.

NextEra Energy (NYSE:NEE) last issued its earnings results on Thursday, April 23rd. The utilities provider reported $1.09 EPS for the quarter, beating the consensus estimate of $1.03 by $0.06. The company 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%. The firm’s revenue for the quarter was up 7.3% compared to the same quarter last year. During the same quarter in the previous year, the company earned $0.99 EPS. NextEra Energy has set its FY 2026 guidance at 3.920-4.02 EPS. As a group, analysts anticipate that NextEra Energy, Inc. will post 4.01 EPS for the current fiscal year.

NextEra Energy Announces Dividend

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

Wall Street Analyst Weigh In

A number of analysts have issued reports on NEE shares. Mizuho raised their target price on NextEra Energy from $90.00 to $95.00 and gave the company a “neutral” rating in a report on Wednesday, April 15th. HSBC increased their price objective on NextEra Energy from $103.00 to $106.00 and gave the company a “buy” rating in a research report on Tuesday, April 28th. BTIG Research restated a “buy” rating and issued a $112.00 price objective on shares of NextEra Energy in a research note on Friday, April 24th. TD Cowen boosted their target price on shares of NextEra Energy from $99.00 to $101.00 and gave the stock a “buy” rating in a research report on Monday, April 27th. Finally, Jefferies Financial Group set a $94.00 target price on shares of NextEra Energy in a research report on Tuesday, July 14th. Two equities research analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and six have issued a Hold rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $99.32.

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.