50,000 Shares in NextEra Energy, Inc. $NEE Acquired by CUSHING ASSET MANAGEMENT LP dba NXG INVESTMENT MANAGEMENT

Key Points

• CUSHING ASSET MANAGEMENT LP dba NXG INVESTMENT MANAGEMENT established a new Q4 13F position in NextEra Energy, buying 50,000 shares worth about $4.01 million.
• Analysts are broadly positive with a consensus rating of "Moderate Buy" and an average price target of $95.33, after multiple firms (including UBS and Jefferies) raised their targets recently.
• NextEra increased its quarterly dividend to $0.6232 (annualized $2.49, ~2.7% yield), even as insiders sold about 190,816 shares valued near $17.1 million over the last 90 days.

CUSHING ASSET MANAGEMENT LP dba NXG INVESTMENT MANAGEMENT purchased a new position in shares of NextEra Energy, Inc. (NYSE:NEE - Free Report) during the 4th quarter, according to its most recent 13F filing with the SEC. The firm purchased 50,000 shares of the utilities provider's stock, valued at approximately $4,014,000.

Several other institutional investors and hedge funds have also bought and sold shares of the stock. Brighton Jones LLC boosted its holdings in NextEra Energy by 7.0% in the fourth quarter. Brighton Jones LLC now owns 28,282 shares of the utilities provider's stock valued at $2,028,000 after acquiring an additional 1,840 shares in the last quarter. Revolve Wealth Partners LLC lifted its position in shares of NextEra Energy by 6.5% in the 4th quarter. Revolve Wealth Partners LLC now owns 4,854 shares of the utilities provider's stock worth $348,000 after purchasing an additional 298 shares during the period. Acadian Asset Management LLC lifted its position in shares of NextEra Energy by 38.4% in the 1st quarter. Acadian Asset Management LLC now owns 12,542 shares of the utilities provider's stock worth $887,000 after purchasing an additional 3,479 shares during the period. Sivia Capital Partners LLC boosted its stake in shares of NextEra Energy by 18.1% during the 2nd quarter. Sivia Capital Partners LLC now owns 5,563 shares of the utilities provider's stock valued at $386,000 after purchasing an additional 852 shares in the last quarter. Finally, United Bank boosted its stake in shares of NextEra Energy by 2.9% during the 2nd quarter. United Bank now owns 15,596 shares of the utilities provider's stock valued at $1,083,000 after purchasing an additional 444 shares in the last quarter. 78.72% of the stock is currently owned by institutional investors.

Key NextEra Energy News

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

• Positive Sentiment: Analyst upgrade: Seeking Alpha highlights a recent rating upgrade for NEE, signaling improved analyst sentiment that can boost investor confidence. NextEra Energy: The Utility Story Just Changed (Rating Upgrade)
• Positive Sentiment: Jefferies raised its price target (from $87 to $92) and cited confidence in NextEra’s long-term earnings trajectory and emerging data-center/storage opportunities — a concrete near‑term analyst endorsement. NextEra (NEE): Jefferies Raises Target as Data Center Deals Come Into View
• Positive Sentiment: Relative strength vs. peers: Zacks' analysis argues NEE has an edge over Duke Energy (DUK)—stronger earnings momentum, higher ROE, lower leverage and better one‑year share gains—supporting a preference for NEE within the utility sector. NextEra Energy vs. Duke Energy: Which Utility Stock Has Better Upside?
• Neutral Sentiment: Long-term thematic support: Coverage framing NEE as a safe way to play the solar/energy-storage boom reinforces structural growth expectations, but this is more medium/long-term than an immediate catalyst. Why NextEra Energy Is a Safe Way to Invest in the Solar Energy Boom
• Neutral Sentiment: Comparative take vs. Southern Company: Two recent pieces compare NextEra and Southern Company, noting very different growth approaches; useful for positioning but not an immediate stock mover unless it triggers flows between names. Utility Stock Showdown: Southern Company vs. NextEra Energy -- Which Is the Better Buy? Utility Stock Showdown: Southern Company vs. NextEra Energy -- Which Is the Better Buy?
• Neutral Sentiment: Valuation/momentum mixed: Recent write-ups note weak short‑term momentum but strong 1‑year returns (~43%), leaving valuation perception mixed and creating both buyers and sellers. A Look At NextEra Energy (NEE) Valuation As Recent Returns Send Mixed Signals
• Negative Sentiment: Earnings risk: Zacks/Yahoo previews warn analysts expect a decline in next reported earnings and say NextEra currently lacks the setup for a likely beat — a near‑term headwind that can pressure the stock around the report. Analysts Estimate NextEra Energy (NEE) to Report a Decline in Earnings: What to Look Out for

Wall Street Analyst Weigh In

A number of equities analysts recently issued reports on NEE shares. Mizuho increased their price target on shares of NextEra Energy from $90.00 to $95.00 and gave the stock a "neutral" rating in a research note on Wednesday. Jefferies Financial Group upped their target price on NextEra Energy from $87.00 to $92.00 and gave the stock a "hold" rating in a report on Tuesday, March 31st. Barclays increased their target price on NextEra Energy from $85.00 to $89.00 and gave the stock an "equal weight" rating in a research report on Tuesday, April 7th. UBS Group raised their target price on NextEra Energy from $91.00 to $104.00 and gave the company a "buy" rating in a research note on Thursday, March 5th. Finally, Argus set a $92.00 price target on NextEra Energy and gave the company a "buy" rating in a research report on Wednesday, January 28th. Two investment analysts have rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating and four have given a Hold rating to the stock. Based on data from MarketBeat, the company has a consensus rating of "Moderate Buy" and an average price target of $95.33.

Insider Buying and Selling at NextEra Energy

In other NextEra Energy news, EVP Ronald R. Reagan sold 18,620 shares of the business's stock in a transaction on Wednesday, February 4th. The stock was sold at an average price of $90.00, for a total value of $1,675,800.00. Following the sale, the executive vice president directly owned 9,643 shares of the company's stock, valued at approximately $867,870. The trade was a 65.88% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, EVP Terrell Kirk Crews II sold 19,672 shares of the stock in a transaction on Monday, March 9th. The stock was sold at an average price of $90.27, for a total value of $1,775,791.44. Following the completion of the sale, the executive vice president directly owned 73,857 shares in the company, valued at approximately $6,667,071.39. This represents a 21.03% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 190,816 shares of company stock valued at $17,075,619 in the last ninety days. Corporate insiders own 0.18% of the company's stock.

NextEra Energy Trading Up 0.2%

NYSE:NEE opened at $91.99 on Friday. NextEra Energy, Inc. has a one year low of $63.64 and a one year high of $96.21. The company has a debt-to-equity ratio of 1.35, a current ratio of 0.60 and a quick ratio of 0.49. The company's 50-day simple moving average is $92.30 and its 200 day simple moving average is $86.40. The firm has a market capitalization of $191.82 billion, a P/E ratio of 27.96, a PEG ratio of 2.69 and a beta of 0.74.

NextEra Energy (NYSE:NEE - Get Free Report) last announced its quarterly earnings data on Tuesday, January 27th. The utilities provider reported $0.54 earnings per share for the quarter, topping analysts' consensus estimates of $0.53 by $0.01. NextEra Energy had a net margin of 24.93% and a return on equity of 12.18%. The business had revenue of $6.50 billion for the quarter, compared to analysts' expectations of $7.07 billion. During the same quarter in the prior year, the company earned $0.53 earnings per share. The business's revenue was up 20.7% compared to the same quarter last year. As a group, analysts forecast that NextEra Energy, Inc. will post 3.68 EPS for the current fiscal year.

NextEra Energy Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Monday, March 16th. Investors of record on Friday, February 27th were given a dividend of $0.6232 per share. This is a boost from NextEra Energy's previous quarterly dividend of $0.57. The ex-dividend date of this dividend was Friday, February 27th. This represents a $2.49 dividend on an annualized basis and a yield of 2.7%. NextEra Energy's dividend payout ratio is 75.68%.

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.

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