Assetmark Inc. Has $17.45 Million Stock Holdings in NextEra Energy, Inc. $NEE

Key Points

• Assetmark Inc. raised its NextEra stake 5.7% in Q4 to 217,311 shares worth about $17.45 million, and institutional investors now own roughly 78.72% of NEE.
• Wall Street sentiment is broadly positive — MarketBeat shows an average rating of Moderate Buy with an average price target of $95.22, and several firms (UBS, Goldman, BTIG) recently raised targets or reiterated buy ratings.
• Insiders sold 190,816 shares totaling about $17.08 million last quarter (including large EVP sales), while NextEra raised its quarterly dividend to $0.6232 (annualized $2.49), a 2.7% yield and a ~75.7% payout ratio.

Assetmark Inc. grew its stake in shares of NextEra Energy, Inc. (NYSE:NEE - Free Report) by 5.7% in the fourth quarter, according to its most recent filing with the SEC. The institutional investor owned 217,311 shares of the utilities provider's stock after purchasing an additional 11,814 shares during the period. Assetmark Inc.'s holdings in NextEra Energy were worth $17,446,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds have also recently modified their holdings of NEE. Brighton Jones LLC grew its stake 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 worth $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% during the fourth quarter. Revolve Wealth Partners LLC now owns 4,854 shares of the utilities provider's stock valued at $348,000 after purchasing an additional 298 shares in the last quarter. Acadian Asset Management LLC boosted its holdings in NextEra Energy by 38.4% during the first 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 last quarter. Sivia Capital Partners LLC boosted its holdings in NextEra Energy by 18.1% during the second quarter. Sivia Capital Partners LLC now owns 5,563 shares of the utilities provider's stock worth $386,000 after purchasing an additional 852 shares during the last quarter. Finally, United Bank grew its position in NextEra Energy by 2.9% in the 2nd quarter. United Bank now owns 15,596 shares of the utilities provider's stock worth $1,083,000 after purchasing an additional 444 shares in the last quarter. 78.72% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

A number of analysts recently commented on NEE shares. BTIG Research reiterated a "buy" rating and set a $103.00 price target on shares of NextEra Energy in a report on Wednesday, January 28th. Barclays upped their price objective on NextEra Energy from $85.00 to $89.00 and gave the company an "equal weight" rating in a research note on Tuesday, April 7th. Mizuho raised their target price on NextEra Energy from $90.00 to $95.00 and gave the company a "neutral" rating in a research report on Wednesday. UBS Group lifted their target price on NextEra Energy from $91.00 to $104.00 and gave the stock a "buy" rating in a research note on Thursday, March 5th. Finally, The Goldman Sachs Group boosted their price target on shares of NextEra Energy from $94.00 to $98.00 and gave the stock a "buy" rating in a report on Wednesday, January 28th. Two research analysts have rated the stock with a Strong Buy rating, thirteen have given a Buy rating and four have issued a Hold rating to the company. Based on data from MarketBeat, the stock currently has an average rating of "Moderate Buy" and an average price target of $95.22.

Insider Buying and Selling at NextEra Energy

In other news, EVP Charles E. Sieving sold 30,000 shares of NextEra Energy stock in a transaction dated Wednesday, February 4th. The shares were sold at an average price of $90.00, for a total transaction of $2,700,000.00. Following the sale, the executive vice president owned 167,481 shares of the company's stock, valued at approximately $15,073,290. The trade was a 15.19% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, EVP Ronald R. Reagan sold 18,620 shares of the firm's stock in a transaction that occurred on Wednesday, February 4th. The shares were sold at an average price of $90.00, for a total value of $1,675,800.00. Following the completion of the transaction, the executive vice president owned 9,643 shares of the company's stock, valued at approximately $867,870. The trade was a 65.88% decrease in their position. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 190,816 shares of company stock worth $17,075,619. 0.18% of the stock is owned by corporate insiders.

NextEra Energy Price Performance

Shares of NYSE NEE opened at $91.75 on Friday. The stock's 50-day simple moving average is $92.25 and its two-hundred day simple moving average is $86.21. NextEra Energy, Inc. has a twelve month low of $63.64 and a twelve month high of $96.21. The firm has a market capitalization of $191.32 billion, a P/E ratio of 27.89, a P/E/G ratio of 2.68 and a beta of 0.74. The company has a quick ratio of 0.49, a current ratio of 0.60 and a debt-to-equity ratio of 1.35.

NextEra Energy (NYSE:NEE - Get Free Report) last issued its quarterly earnings results on Tuesday, January 27th. The utilities provider reported $0.54 EPS for the quarter, beating 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 period last year, the business earned $0.53 earnings per share. The business's quarterly revenue was up 20.7% on a year-over-year basis. As a group, equities analysts anticipate that NextEra Energy, Inc. will post 3.68 EPS for the current fiscal year.

NextEra Energy Increases Dividend

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

Key NextEra Energy News

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

About NextEra Energy

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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