3,291,400 Shares in NextEra Energy, Inc. $NEE Purchased by Caisse de depot et placement du Quebec

Key Points

• Caisse de dépôt et placement du Québec purchased 3.29 million NextEra Energy shares in the second quarter, worth approximately $288.9 million and representing a 0.16% stake. Institutional investors and hedge funds collectively own 78.72% of the company.
• NextEra reported quarterly EPS of $1.15, ahead of the $1.11 consensus estimate, while revenue rose 12.4% year over year to $7.53 billion. The company reaffirmed fiscal 2026 EPS guidance of $3.92–$4.02.
• Analysts hold a consensus “Moderate Buy” rating with an average price target of $100.33, though some commentary warns the stock may be fully valued. NextEra also declared a quarterly dividend of $0.6232 per share, equivalent to a roughly 3.0% annual yield.

Caisse de depot et placement du Quebec bought a new position in NextEra Energy, Inc. (NYSE:NEE - Free Report) during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm bought 3,291,400 shares of the utilities provider's stock, valued at approximately $288,886,000. Caisse de depot et placement du Quebec owned 0.16% of NextEra Energy at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Anfield Capital Management LLC lifted its stake in shares of NextEra Energy by 692.3% in the 4th quarter. Anfield Capital Management LLC now owns 309 shares of the utilities provider's stock worth $25,000 after acquiring an additional 270 shares during the period. Kilter Group LLC acquired a new position in shares of NextEra Energy during the 2nd quarter worth about $25,000. Manning & Napier Advisors LLC bought a new stake in NextEra Energy during the 2nd quarter valued at approximately $26,000. Wealth Watch Advisors INC grew its holdings in NextEra Energy by 223.8% in the 4th quarter. Wealth Watch Advisors INC now owns 327 shares of the utilities provider's stock valued at $26,000 after buying an additional 226 shares during the last quarter. Finally, Osbon Capital Management LLC bought a new position in NextEra Energy in the 4th quarter worth approximately $27,000. Institutional investors and hedge funds own 78.72% of the company's stock.

Trending Headlines about NextEra Energy

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

• Positive Sentiment: AI-driven power demand is strengthening NextEra’s growth pipeline. The company’s approximately 35.1-gigawatt backlog is benefiting from hyperscalers seeking reliable, quickly deployable electricity for data centers. This could support future renewable generation, storage and transmission investments. Can AI Driven Data Center Growth Continue to Strengthen NEE's Backlog?
• Positive Sentiment: NextEra is expanding its Florida gas infrastructure. Chesapeake Utilities agreed to sell a 49% stake in a Florida gas project to NextEra, potentially adding to the company’s regional energy assets and improving its ability to serve rising electricity demand. Chesapeake Utilities sells 49% stake in Florida gas project to NextEra Energy
• Positive Sentiment: Analysts remain moderately optimistic. Recent coverage says NEE has outperformed the broader utilities sector, supported by its regulated utility base, renewables portfolio and long-term growth opportunities. NextEra Energy Stock: Is NEE Outperforming the Utilities Sector?
• Neutral Sentiment: NextEra and Dominion Energy are opposing a proposed 60-day extension of the review of their merger application. A faster review could reduce uncertainty, but the dispute highlights continuing regulatory scrutiny. NextEra Energy Pushes Back On 60 Day Merger Review Delay
• Neutral Sentiment: FPL launched an assistance center offering bill-support programs, including a one-time $200 credit for eligible customers. The initiative may improve customer relations but is unlikely to materially affect near-term earnings. FPL Launches New Assistance Center
• Negative Sentiment: Valuation commentary suggests NEE may be fully priced for a mature utility. Its strong three-year gain and dividend-discount analysis imply limited near-term upside unless earnings growth accelerates. NextEra Energy Stock Looks Fully Priced for a Mature Utility
• Negative Sentiment: Erste Group expects weaker earnings for NextEra, which could weigh on sentiment if lower profit expectations challenge the company’s current valuation. Erste Group Bank Expects Weaker Earnings for NextEra Energy

Wall Street Analysts Forecast Growth

NEE has been the topic of several research analyst reports. Morgan Stanley set a $114.00 price target on shares of NextEra Energy and gave the stock an "overweight" rating in a research report on Friday, August 21st. JPMorgan Chase & Co. boosted their price target on NextEra Energy from $100.00 to $105.00 and gave the company an "overweight" rating in a research note on Wednesday, May 13th. HC Wainwright reaffirmed a "buy" rating on shares of NextEra Energy in a report on Monday, July 27th. Wall Street Zen downgraded NextEra Energy from a "sell" rating to a "strong sell" rating in a research report on Saturday, August 22nd. Finally, Weiss Ratings cut NextEra Energy from a "buy (b)" rating to a "buy (b-)" rating in a research report on Thursday, June 11th. Seventeen investment analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company's stock. According to data from MarketBeat, the stock presently has a consensus rating of "Moderate Buy" and an average price target of $100.33.

NextEra Energy Price Performance

NEE opened at $82.89 on Wednesday. NextEra Energy, Inc. has a one year low of $69.24 and a one year high of $98.75. The company has a debt-to-equity ratio of 1.45, a current ratio of 0.53 and a quick ratio of 0.44. The company's 50 day simple moving average is $86.81 and its 200-day simple moving average is $89.58. The stock has a market capitalization of $172.89 billion, a P/E ratio of 18.63, a price-to-earnings-growth ratio of 2.25 and a beta of 0.65.

NextEra Energy (NYSE:NEE - Get Free Report) last announced its quarterly earnings data on Friday, July 24th. The utilities provider reported $1.15 earnings per share for the quarter, topping the consensus estimate of $1.11 by $0.04. NextEra Energy had a return on equity of 12.28% and a net margin of 32.40%.The firm had revenue of $7.53 billion during the quarter, compared to analysts' expectations of $8.11 billion. During the same period in the previous year, the business posted $1.05 EPS. The company's quarterly revenue was up 12.4% compared to the same quarter last year. NextEra Energy has set its FY 2026 guidance at 3.920-4.020 EPS. Sell-side 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 disclosed a quarterly dividend, which will be paid on Tuesday, September 15th. Stockholders of record on Friday, August 28th will be issued a dividend of $0.6232 per share. This represents a $2.49 annualized dividend and a dividend yield of 3.0%. The ex-dividend date is Friday, August 28th. NextEra Energy's payout ratio is 55.96%.

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.

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