Capital International Investors Grows Stock Position in NextEra Energy, Inc. $NEE

Key Points

• Capital International Investors modestly increased its stake in NextEra by 0.6% to 3,679,782 shares (about $277.8M), while institutional ownership stands at 78.72% with large positions from firms like Vanguard (212.9M shares) and a new ~ $2.38B stake from Norges Bank.
• Several insiders have been selling stock recently — including EVP Terrell Kirk Crews II and Treasurer James Michael May — with insiders offloading 185,882 shares (~$16.6M) over the past 90 days, a potentially negative signal given insiders own just 0.18% of shares.
• On the positive side, UBS raised its price target to $104 and reiterated a Buy, NextEra boosted its quarterly dividend to $0.6232 (annualized $2.49, 2.7% yield, payout ratio 75.7%), and the stock carries a consensus "Moderate Buy" rating (consensus PT ~$94.16).

Capital International Investors increased its stake in shares of NextEra Energy, Inc. (NYSE:NEE - Free Report) by 0.6% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 3,679,782 shares of the utilities provider's stock after purchasing an additional 22,182 shares during the quarter. Capital International Investors owned 0.18% of NextEra Energy worth $277,787,000 as of its most recent SEC filing.

Several other institutional investors also recently bought and sold shares of the company. Norges Bank acquired a new stake in NextEra Energy in the second quarter valued at $2,375,545,000. Vanguard Group Inc. boosted its position in shares of NextEra Energy by 2.7% during the 2nd quarter. Vanguard Group Inc. now owns 212,877,021 shares of the utilities provider's stock worth $14,777,923,000 after purchasing an additional 5,554,603 shares in the last quarter. Assenagon Asset Management S.A. grew its stake in shares of NextEra Energy by 1,765.3% during the 3rd quarter. Assenagon Asset Management S.A. now owns 3,968,305 shares of the utilities provider's stock worth $299,567,000 after purchasing an additional 3,755,563 shares during the period. Schroder Investment Management Group increased its holdings in shares of NextEra Energy by 18.7% in the 2nd quarter. Schroder Investment Management Group now owns 10,796,329 shares of the utilities provider's stock valued at $749,481,000 after purchasing an additional 1,701,648 shares in the last quarter. Finally, Adage Capital Partners GP L.L.C. increased its holdings in shares of NextEra Energy by 181.9% in the 2nd quarter. Adage Capital Partners GP L.L.C. now owns 2,185,513 shares of the utilities provider's stock valued at $151,718,000 after purchasing an additional 1,410,200 shares in the last quarter. 78.72% of the stock is owned by institutional investors and hedge funds.

Key NextEra Energy News

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

• Positive Sentiment: UBS raised its price target on NEE to $104 (from $91) and reiterated a Buy rating, citing strength in NextEra’s NEER segment and continued demand for new power — a clear bullish catalyst for future earnings and project growth. UBS Raises NextEra Energy (NEE) Target
• Positive Sentiment: TradeSmith’s Health Indicator placed NextEra in its “Green Zone,” signaling above‑average financial health relative to many peers — supportive for investor confidence. 3 Non‑Tech Stocks in TradeSmith's Green Zone
• Neutral Sentiment: Barron’s pages for NextEra (stock grader and a preferred/notes listing) were updated recently — useful reference material but not immediate price drivers. Barron's Stock Grader Preferred/Notes Listing
• Neutral Sentiment: Analyst consensus and media coverage remain generally constructive (average “Moderate Buy” and other supportive analyst notes), which provides longer‑term support but doesn’t offset short‑term selling pressure. Average Rating: Moderate Buy
• Neutral Sentiment: Company personnel update reported (Chief Risk Officer change) — the item is noteworthy for governance/operations monitoring but not currently an obvious material near‑term catalyst. CRO Resigns for CFO Role
• Negative Sentiment: Insider sale — EVP Terrell Kirk Crews II sold 19,672 shares at ~$90.27 (disclosed 3/9), reducing his holdings by ~21%; large insider selling can pressure sentiment and raise short‑term supply. EVP Form 4
• Negative Sentiment: Insider sale — Treasurer James Michael May sold 7,161 shares at ~$90.27 (disclosed 3/9), cutting his stake by ~21%; the clustered insider reductions amplify negative signaling to the market. Treasurer Form 4

NextEra Energy Stock Performance

NYSE:NEE opened at $91.57 on Wednesday. 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 firm has a market cap of $190.79 billion, a PE ratio of 27.83 and a beta of 0.75. The firm has a 50 day simple moving average of $87.73 and a 200-day simple moving average of $82.58. NextEra Energy, Inc. has a 1-year low of $61.72 and a 1-year high of $95.91.

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

NextEra Energy Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, March 16th. Stockholders of record on Friday, February 27th will be issued a dividend of $0.6232 per share. This represents a $2.49 annualized dividend and a dividend yield of 2.7%. This is a positive change from NextEra Energy's previous quarterly dividend of $0.57. The ex-dividend date is Friday, February 27th. NextEra Energy's payout ratio is 75.68%.

Insiders Place Their Bets

In related news, Treasurer James Michael May sold 7,161 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 value of $646,423.47. Following the completion of the transaction, the treasurer directly owned 26,719 shares in the company, valued at approximately $2,411,924.13. This represents a 21.14% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, EVP Ronald R. Reagan sold 18,620 shares of the stock in a transaction dated 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 transaction, the executive vice president owned 9,643 shares in the company, valued at $867,870. This trade represents a 65.88% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 185,882 shares of company stock valued at $16,616,757. 0.18% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In

A number of analysts recently commented on the stock. Erste Group Bank raised shares of NextEra Energy from a "hold" rating to a "buy" rating in a report on Wednesday, February 18th. Wells Fargo & Company upped their price target on NextEra Energy from $97.00 to $98.00 and gave the stock an "overweight" rating in a report on Tuesday, January 20th. Seaport Research Partners decreased their target price on NextEra Energy from $56.00 to $55.00 and set a "sell" rating on the stock in a research report on Monday, February 2nd. Weiss Ratings lowered NextEra Energy from a "buy (b-)" rating to a "hold (c+)" rating in a report on Tuesday, February 17th. Finally, HSBC raised their price target on NextEra Energy from $96.00 to $103.00 and gave the company a "buy" rating in a research report on Monday, February 23rd. Two equities research analysts have rated the stock with a Strong Buy rating, fourteen have given a Buy rating and four have given a Hold rating to the stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and a consensus price target of $94.16.

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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