Go Pro

Benjamin Edwards Inc. Raises Holdings in NextEra Energy, Inc. $NEE

NextEra Energy logo with Utilities background
Image from MarketBeat Media, LLC.

Key Points

  • Benjamin Edwards Inc. increased its NextEra Energy stake by 13.2% in the second quarter, adding 50,926 shares for a total of 437,768 shares valued at approximately $38.4 million. Institutional investors collectively own 78.72% of NEE.
  • NextEra Energy reported quarterly EPS of $1.15, exceeding estimates of $1.11, while revenue of $7.53 billion fell short of forecasts. Revenue nevertheless grew 12.4% year over year, and the company maintained fiscal 2026 EPS guidance of $3.92–$4.02.
  • The company declared a quarterly dividend of $0.6232 per share, equivalent to an annualized $2.49 payout and a 3.0% yield. Analysts maintain a “Moderate Buy” consensus rating with an average price target of $100.33, compared with a recent share price of $83.96.
  • MarketBeat previews top five stocks to own in October.

Benjamin Edwards Inc. boosted its position in NextEra Energy, Inc. (NYSE:NEE - Free Report) by 13.2% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 437,768 shares of the utilities provider's stock after acquiring an additional 50,926 shares during the quarter. Benjamin Edwards Inc.'s holdings in NextEra Energy were worth $38,424,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors have also recently added to or reduced their stakes in NEE. Anfield Capital Management LLC raised its holdings 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 purchasing an additional 270 shares during the period. Kilter Group LLC purchased a new stake in shares of NextEra Energy during the 2nd quarter worth about $25,000. Manning & Napier Advisors LLC acquired a new stake in NextEra Energy during the 2nd quarter worth approximately $26,000. Pin Oak Investment Advisors Inc. acquired a new stake in NextEra Energy during the 2nd quarter worth approximately $26,000. Finally, Wealth Watch Advisors INC raised its holdings in NextEra Energy by 223.8% in the fourth 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 period. Hedge funds and other institutional investors own 78.72% of the company's stock.

NextEra Energy Price Performance

NEE opened at $83.96 on Friday. NextEra Energy, Inc. has a twelve month low of $69.24 and a twelve month high of $98.75. The firm has a market cap of $175.12 billion, a price-to-earnings ratio of 18.87, a PEG ratio of 2.57 and a beta of 0.65. The company has a current ratio of 0.53, a quick ratio of 0.44 and a debt-to-equity ratio of 1.45. The company has a fifty day simple moving average of $86.64 and a 200 day simple moving average of $89.45.

NextEra Energy (NYSE:NEE - Get Free Report) last issued its quarterly earnings data on Friday, July 24th. The utilities provider reported $1.15 EPS for the quarter, topping analysts' consensus estimates of $1.11 by $0.04. The firm had revenue of $7.53 billion for the quarter, compared to analyst estimates of $8.11 billion. NextEra Energy had a net margin of 32.40% and a return on equity of 12.28%. The firm's revenue was up 12.4% compared to the same quarter last year. During the same quarter in the previous year, the business posted $1.05 EPS. NextEra Energy has set its FY 2026 guidance at 3.920-4.020 EPS. Equities research analysts expect that NextEra Energy, Inc. will post 4.01 EPS for the current fiscal year.

NextEra Energy Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, September 15th. Investors of record on Friday, August 28th will be paid a $0.6232 dividend. The ex-dividend date is Friday, August 28th. This represents a $2.49 annualized dividend and a dividend yield of 3.0%. NextEra Energy's payout ratio is 55.96%.

Wall Street Analyst Weigh In

A number of brokerages have weighed in on NEE. Bank of America reduced their price target on shares of NextEra Energy from $95.00 to $93.00 and set a "neutral" rating on the stock in a research report on Monday, July 13th. Wall Street Zen lowered shares of NextEra Energy from a "sell" rating to a "strong sell" rating in a research report on Saturday, August 22nd. Mizuho set a $95.00 target price on shares of NextEra Energy in a research note on Monday, July 27th. JPMorgan Chase & Co. lifted their target price on shares of NextEra Energy from $100.00 to $105.00 and gave the company an "overweight" rating in a report on Wednesday, May 13th. Finally, Erste Group Bank cut shares of NextEra Energy from a "buy" rating to a "hold" rating in a research report on Thursday, June 25th. 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.com, NextEra Energy has a consensus rating of "Moderate Buy" and a consensus target price of $100.33.

View Our Latest Analysis on NextEra Energy

NextEra Energy Profile

(Free Report)

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.

Further Reading

Want to see what other hedge funds are holding NEE? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for NextEra Energy, Inc. (NYSE:NEE - Free Report).

Institutional Ownership by Quarter for NextEra Energy (NYSE:NEE)

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

Should You Invest $1,000 in NextEra Energy Right Now?

Before you consider NextEra Energy, you'll want to hear this.

MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and NextEra Energy wasn't on the list.

While NextEra Energy currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys.

View The Five Stocks Here

7 Stocks to Buy Before the Robotics Revolution Cover

Robotics and automation are rapidly becoming essential infrastructure across healthcare, manufacturing, logistics, and many other industries. "Physical AI" is coming. Learn which seven companies are most positioned to benefit as intelligent robots enter the workforce.

Get This Free Report
Continue following MarketBeat
Add MarketBeat as your preferred source on Google to see our latest stories in your feed.
Like this article? Share it with a colleague.

Featured Articles and Offers

Recent Videos

Stock Lists

All Stock Lists

Investing Tools

Calendars and Tools

Search Headlines