AssuredPartners Investment Advisors LLC Acquires 13,153 Shares of NextEra Energy, Inc. $NEE

Key Points

• AssuredPartners Investment Advisors LLC increased its stake in NextEra Energy by 80.5% in Q4, buying 13,153 shares and bringing its holding to 29,500 shares worth about $2.37 million.
• NextEra beat quarterly EPS estimates ($1.09 vs. $1.03), set FY2026 guidance of 3.92–4.02 EPS, and raised its quarterly dividend to $0.6232 (annualized $2.49, ~2.6% yield).
• Insiders have recently sold shares (including the CEO and an EVP) and now own 0.18%, but Wall Street remains largely bullish with a consensus "Moderate Buy" and multiple firms raising price targets as NextEra pushes into data‑center power projects amid rising AI-driven power demand.

AssuredPartners Investment Advisors LLC boosted its stake in shares of NextEra Energy, Inc. (NYSE:NEE - Free Report) by 80.5% during the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 29,500 shares of the utilities provider's stock after buying an additional 13,153 shares during the period. AssuredPartners Investment Advisors LLC's holdings in NextEra Energy were worth $2,368,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently bought and sold shares of the stock. Wedbush Securities Inc. raised its position in NextEra Energy by 24.8% in the 3rd quarter. Wedbush Securities Inc. now owns 64,158 shares of the utilities provider's stock worth $4,843,000 after purchasing an additional 12,738 shares during the period. Varma Mutual Pension Insurance Co raised its position in NextEra Energy by 5.0% in the 3rd quarter. Varma Mutual Pension Insurance Co now owns 326,193 shares of the utilities provider's stock worth $24,624,000 after purchasing an additional 15,600 shares during the period. National Pension Service raised its position in NextEra Energy by 1.3% in the 3rd quarter. National Pension Service now owns 4,845,447 shares of the utilities provider's stock worth $365,783,000 after purchasing an additional 60,324 shares during the period. Y Intercept Hong Kong Ltd raised its position in NextEra Energy by 61.8% in the 3rd quarter. Y Intercept Hong Kong Ltd now owns 60,985 shares of the utilities provider's stock worth $4,604,000 after purchasing an additional 23,288 shares during the period. Finally, Jones Financial Companies Lllp raised its position in NextEra Energy by 7.3% in the 3rd quarter. Jones Financial Companies Lllp now owns 849,352 shares of the utilities provider's stock worth $64,373,000 after purchasing an additional 57,711 shares during the period. Hedge funds and other institutional investors own 78.72% of the company's stock.

More NextEra Energy News

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

• Positive Sentiment: DA Davidson raised its price target to $105 and maintained a Buy rating, signaling analyst confidence and providing upside to the stock. DA Davidson raises price target on NextEra Energy to $105 from $95, keeps buy/add rating
• Positive Sentiment: NextEra is advancing plans for two Japan-backed natural gas-fired plants to serve data centers and expects to finalize agreements within months — a direct play on rising data-center power demand and grid reliability needs. Why NextEra Energy (NEE) Is Betting on Gas, Nuclear, and Data Center Demand
• Positive Sentiment: Broader coverage highlights that AI growth shifts the bottleneck from chips to power infrastructure (substations, transformers, turbines) — a structural tailwind for utilities and project owners like NextEra that can supply capacity to hyperscalers. The Real AI Trade May Not Be Software. It May Be Power Equipment
• Neutral Sentiment: NextEra scheduled senior management investor meetings across May–June to reaffirm long-term growth expectations presented at its April earnings call, improving transparency but not delivering new guidance. NextEra Energy to meet with investors throughout May and June
• Neutral Sentiment: An article on dividend growers mentions several companies that raised payouts; it’s unclear whether NextEra is a featured dividend increaser in that piece, so impact on NEE is uncertain. These 4 Dividend Growers Have Already Declared 10% Dividend Increases
• Negative Sentiment: Analysis from Altimetry/MarketBeat argues NextEra may fall behind specialist firms in capitalizing on the AI power boom, a cautionary note that could cap multiple expansion if widely adopted by investors. 3 Energy Stocks to Buy and 2 to Avoid as AI Power Demand Explodes (NEE)

NextEra Energy Price Performance

Shares of NEE stock opened at $96.24 on Wednesday. The company has a debt-to-equity ratio of 1.41, a current ratio of 0.54 and a quick ratio of 0.44. The company's 50-day simple moving average is $92.81 and its two-hundred day simple moving average is $87.26. NextEra Energy, Inc. has a one year low of $63.88 and a one year high of $98.75. The company has a market capitalization of $200.68 billion, a P/E ratio of 24.49, a P/E/G ratio of 2.80 and a beta of 0.73.

NextEra Energy (NYSE:NEE - Get Free Report) last released its quarterly earnings data on Thursday, April 23rd. The utilities provider reported $1.09 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $1.03 by $0.06. NextEra Energy had a net margin of 29.36% and a return on equity of 12.25%. The firm had revenue of $6.70 billion for the quarter, compared to the consensus estimate of $7.43 billion. During the same period last year, the firm earned $0.99 earnings per share. The company's quarterly revenue was up 7.3% on a year-over-year basis. NextEra Energy has set its FY 2026 guidance at 3.920-4.02 EPS. As a group, equities analysts anticipate that NextEra Energy, Inc. will post 4 EPS for the current year.

NextEra Energy Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Monday, March 16th. Stockholders of record on Friday, February 27th were paid a dividend of $0.6232 per share. This is a boost from NextEra Energy's previous quarterly dividend of $0.57. This represents a $2.49 dividend on an annualized basis and a dividend yield of 2.6%. The ex-dividend date was Friday, February 27th. NextEra Energy's payout ratio is 63.36%.

Insider Buying and Selling

In other NextEra Energy news, EVP Terrell Kirk Crews II sold 19,672 shares of NextEra Energy stock in a transaction dated 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 transaction, the executive vice president owned 73,857 shares in the company, valued at $6,667,071.39. The trade was a 21.03% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO John W. Ketchum sold 99,603 shares of NextEra Energy stock in a transaction dated Monday, February 9th. The shares were sold at an average price of $89.34, for a total value of $8,898,532.02. Following the completion of the transaction, the chief executive officer owned 305,933 shares in the company, valued at $27,332,054.22. This trade represents a 24.56% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 131,370 shares of company stock valued at $11,779,609. Company insiders own 0.18% of the company's stock.

Wall Street Analysts Forecast Growth

NEE has been the topic of a number of recent analyst reports. BTIG Research reissued a "buy" rating and issued a $112.00 price objective on shares of NextEra Energy in a research report on Friday, April 24th. Weiss Ratings upgraded shares of NextEra Energy from a "hold (c+)" rating to a "buy (b-)" rating in a research note on Monday, April 27th. TD Cowen upped their target price on shares of NextEra Energy from $99.00 to $101.00 and gave the stock a "buy" rating in a research note on Monday, April 27th. The Goldman Sachs Group upped their target price on shares of NextEra Energy from $94.00 to $98.00 and gave the stock a "buy" rating in a research note on Wednesday, January 28th. Finally, Barclays upped their target price on shares of NextEra Energy from $85.00 to $89.00 and gave the stock an "equal weight" rating in a research note on Tuesday, April 7th. One research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating and four have assigned a Hold rating to the company. According to data from MarketBeat.com, NextEra Energy presently has a consensus rating of "Moderate Buy" and a consensus target price of $98.70.

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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