Argo Wealth Advisory LLC Takes Position in NextEra Energy, Inc. $NEE

Key Points

• Argo Wealth Advisory opened a new position in NextEra Energy of 34,037 shares valued at about $2.73 million, representing ~1.6% of its portfolio and the firm's 18th largest holding; institutional investors own roughly 78.7% of NEE stock.
• Wall Street sentiment is broadly positive—several firms have raised price targets and issued buy/overweight ratings, leaving NextEra with a consensus rating of "Moderate Buy" and a consensus target of $95.22.
• NextEra posted a slight EPS beat (Q4 EPS $0.54 vs. $0.53) but missed revenue expectations ($6.50B vs. $7.07B), recently raised its quarterly dividend to $0.6232 (annualized $2.49, ~2.7% yield), and insiders have sold about 190,816 shares (~$17.1M) over the last 90 days.

Argo Wealth Advisory LLC bought a new position in shares of NextEra Energy, Inc. (NYSE:NEE - Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm bought 34,037 shares of the utilities provider's stock, valued at approximately $2,732,000. NextEra Energy makes up approximately 1.6% of Argo Wealth Advisory LLC's portfolio, making the stock its 18th largest position.

Several other institutional investors also recently added to or reduced their stakes in NEE. Danica Pension Livsforsikringsaktieselskab acquired a new position in shares of NextEra Energy in the third quarter valued at approximately $177,198,000. Amundi raised its holdings in shares of NextEra Energy by 16.7% in the third quarter. Amundi now owns 12,461,783 shares of the utilities provider's stock worth $1,012,129,000 after acquiring an additional 1,780,881 shares during the last quarter. Danske Bank A S acquired a new position in shares of NextEra Energy in the third quarter worth $88,262,000. Railway Pension Investments Ltd raised its holdings in shares of NextEra Energy by 90.3% in the third quarter. Railway Pension Investments Ltd now owns 2,356,632 shares of the utilities provider's stock worth $177,902,000 after acquiring an additional 1,118,000 shares during the last quarter. Finally, Vanguard Group Inc. increased its stake in NextEra Energy by 0.4% in the third quarter. Vanguard Group Inc. now owns 213,799,521 shares of the utilities provider's stock valued at $16,139,726,000 after purchasing an additional 922,500 shares during the last quarter. Institutional investors and hedge funds own 78.72% of the company's stock.

Wall Street Analyst Weigh In

Several equities research analysts have commented on the company. The Goldman Sachs Group upped their price target on NextEra Energy from $94.00 to $98.00 and gave the stock a "buy" rating in a research note on Wednesday, January 28th. Morgan Stanley reiterated an "overweight" rating and set a $106.00 price target on shares of NextEra Energy in a research report on Friday, February 20th. BTIG Research restated a "buy" rating and issued a $103.00 target price on shares of NextEra Energy in a research report on Wednesday, January 28th. Wells Fargo & Company increased their price target on NextEra Energy from $97.00 to $98.00 and gave the company an "overweight" rating in a research note on Tuesday, January 20th. Finally, UBS Group raised their target price on NextEra Energy from $91.00 to $104.00 and gave the stock a "buy" rating in a research report on Thursday, March 5th. Two analysts have rated the stock with a Strong Buy rating, thirteen have issued a Buy rating and four have issued a Hold rating to the company. According to data from MarketBeat.com, NextEra Energy presently has an average rating of "Moderate Buy" and a consensus target price of $95.22.

NextEra Energy Stock Up 0.6%

NEE stock opened at $91.75 on Friday. The company has a quick ratio of 0.49, a current ratio of 0.60 and a debt-to-equity ratio of 1.35. The business's 50-day simple moving average is $92.25 and its 200 day simple moving average is $86.21. The company has a market cap of $191.32 billion, a PE ratio of 27.89, a price-to-earnings-growth ratio of 2.68 and a beta of 0.74. NextEra Energy, Inc. has a twelve month low of $63.64 and a twelve month high of $96.21.

NextEra Energy (NYSE:NEE - Get Free Report) last released its quarterly earnings data on Tuesday, January 27th. The utilities provider reported $0.54 earnings per share for the quarter, beating analysts' consensus estimates of $0.53 by $0.01. NextEra Energy had a return on equity of 12.18% and a net margin of 24.93%.The company had revenue of $6.50 billion for the quarter, compared to the consensus estimate of $7.07 billion. During the same period in the previous year, the business earned $0.53 earnings per share. The company's quarterly revenue was up 20.7% on a year-over-year basis. On average, research analysts anticipate that NextEra Energy, Inc. will post 3.68 earnings per share for the current year.

NextEra Energy Increases Dividend

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

Insiders Place Their Bets

In related news, EVP Charles E. Sieving sold 30,000 shares of the company's stock in a transaction on Wednesday, February 4th. The shares were sold at an average price of $90.00, for a total value of $2,700,000.00. Following the completion of the transaction, the executive vice president directly owned 167,481 shares of the company's stock, valued at approximately $15,073,290. This represents a 15.19% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Terrell Kirk Crews II sold 19,672 shares of the company's stock in a transaction on Monday, March 9th. The stock was sold at an average price of $90.27, for a total transaction of $1,775,791.44. Following the completion of the transaction, the executive vice president directly owned 73,857 shares of the company's stock, valued at approximately $6,667,071.39. The trade was a 21.03% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 190,816 shares of company stock worth $17,075,619 over the last 90 days. 0.18% of the stock is currently owned by corporate insiders.

NextEra Energy News Roundup

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

• Positive Sentiment: Jefferies raised its price target (from $87 to $92) and cited growing confidence in NextEra’s long‑term earnings trajectory as potential data‑center deals and energy‑storage opportunities come into view. This supports upside expectations for growth beyond regulated utility earnings. Jefferies Raises Target
• Positive Sentiment: Coverage highlights NextEra as a relatively safe way to gain solar/clean‑energy exposure — reinforcing the investment thesis that its large renewables pipeline and scale should support longer‑term cash flow growth and investor interest in the renewable theme. Solar Investment Thesis
• Positive Sentiment: Analysts and commentators point to NextEra’s A‑ credit rating and a ~39% dividend buffer (adjusted EPS vs. dividend), which supports dividend safety and investment‑grade financing — a positive for income‑oriented investors. Credit Rating / Dividend Buffer
• Positive Sentiment: Mizuho nudged its price target up to $95 (maintaining Neutral), reflecting modest upside from current levels and reinforcing analyst support around NextEra’s outlook. Mizuho Price Target
• Neutral Sentiment: Articles noting heavy investor attention and inclusion on lists of utility/dividend ideas can support trading interest and liquidity but don’t change fundamentals immediately. Monitor flows and sentiment as catalysts. Investor Attention
• Neutral Sentiment: Inclusion in roundups of utility stocks for passive income highlights NextEra’s dividend profile, but such lists are broad and not a direct catalyst for fundamentals. Passive Income Roundup
• Negative Sentiment: Zacks/Yahoo preview pieces warn analysts expect a decline in NextEra’s upcoming quarterly EPS and flag the company lacks the two key ingredients that typically drive an earnings beat — raising the risk of a near‑term negative surprise. Earnings Preview / Decline Expected
• Negative Sentiment: Valuation scrutiny after a ~39% one‑year rally has prompted analyst pieces asking whether NextEra still offers value at current multiples — be cautious on multiple expansion already priced into the stock. Valuation / Reassess

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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