Coquina Private Wealth LLC Acquires New Holdings in NextEra Energy, Inc. $NEE

Key Points

• Coquina Private Wealth LLC bought a new stake of 12,538 shares in NextEra Energy valued at about $1.01 million, representing roughly 0.8% of the firm's portfolio and its 26th largest holding.
• NextEra beat Q1 EPS estimates ($1.09 vs. $1.03) but missed revenue expectations ($6.70B vs. ~$7.43B), set FY‑2026 EPS guidance of $3.92–$4.02, and raised its quarterly dividend to $0.6232 ($2.49 annualized, ~2.6% yield).
• Insiders sold 179,990 shares worth ~$16.16 million over the past three months while institutional ownership stands at ~78.7%; analysts maintain a consensus "Moderate Buy" rating with an average target of $97.05 amid recent upgrades and price‑target increases.

Coquina Private Wealth LLC bought a new stake in NextEra Energy, Inc. (NYSE:NEE - Free Report) during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund bought 12,538 shares of the utilities provider's stock, valued at approximately $1,007,000. NextEra Energy comprises about 0.8% of Coquina Private Wealth LLC's investment portfolio, making the stock its 26th largest holding.

A number of other large investors have also added to or reduced their stakes in NEE. Wedbush Securities Inc. grew its holdings in NextEra Energy by 24.8% in the third 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 last quarter. Varma Mutual Pension Insurance Co lifted its holdings in shares of NextEra Energy by 5.0% during the 3rd quarter. Varma Mutual Pension Insurance Co now owns 326,193 shares of the utilities provider's stock valued at $24,624,000 after purchasing an additional 15,600 shares during the last quarter. National Pension Service boosted its position in shares of 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 in the last quarter. Synergy Asset Management LLC boosted its position in shares of NextEra Energy by 286.0% in the 3rd quarter. Synergy Asset Management LLC now owns 22,028 shares of the utilities provider's stock worth $1,594,000 after purchasing an additional 16,322 shares in the last quarter. Finally, Y Intercept Hong Kong Ltd grew its stake in NextEra Energy by 61.8% during the 3rd quarter. Y Intercept Hong Kong Ltd now owns 60,985 shares of the utilities provider's stock worth $4,604,000 after buying an additional 23,288 shares during the last quarter. 78.72% of the stock is currently owned by institutional investors.

Insider Activity at NextEra Energy

In other NextEra Energy news, Treasurer James Michael May sold 7,161 shares of the stock in a transaction dated Monday, March 9th. The stock was sold at an average price of $90.27, for a total transaction of $646,423.47. Following the sale, the treasurer directly owned 26,719 shares of the company's stock, valued at approximately $2,411,924.13. This trade represents a 21.14% 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 NextEra Energy stock in a transaction dated Monday, March 9th. The shares were 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 of the company's stock, valued at $6,667,071.39. The trade was a 21.03% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 179,990 shares of company stock worth $16,155,409 in the last three months. Company insiders own 0.18% of the company's stock.

Analyst Ratings Changes

Several research analysts recently issued reports on NEE shares. Morgan Stanley set a $108.00 target price on NextEra Energy and gave the company an "overweight" rating in a research report on Friday, April 17th. BTIG Research restated a "buy" rating and set a $112.00 price target on shares of NextEra Energy in a research note on Friday. Erste Group Bank upgraded shares of NextEra Energy from a "hold" rating to a "buy" rating in a report on Wednesday, February 18th. HSBC increased their price objective on shares of NextEra Energy from $96.00 to $103.00 and gave the company a "buy" rating in a research report on Monday, February 23rd. Finally, Wall Street Zen cut shares of NextEra Energy from a "hold" rating to a "sell" rating in a research note on Saturday, March 28th. Two research analysts have rated the stock with a Strong Buy rating, thirteen have given a Buy rating and five have assigned a Hold rating to the company's stock. According to MarketBeat, the stock currently has a consensus rating of "Moderate Buy" and an average target price of $97.05.

More NextEra Energy News

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

• Positive Sentiment: Q1 beat and visible growth — NextEra reported $1.09 adjusted EPS (above estimates) and ~10% EPS growth; management confirmed FY‑2026 EPS guidance and highlighted renewables/storage origination adding ~4 GW plus a multi‑GW renewables backlog. This supports the company’s growth narrative. Zacks: NextEra Beats Q1
• Positive Sentiment: New conventional and nuclear initiatives — NextEra announced partnerships tied to U.S.–Japan trade support for ~9.5 GW of gas-fired capacity for data centers and is advancing small modular reactor work, diversifying its supply stack and creating contracted development opportunities. Yahoo: Expands Gas & Nuclear
• Positive Sentiment: Analyst support — Price targets were raised this week (BMO to $99 with an outperform; Scotiabank to $110 with sector‑perform), giving upside on the stock and signaling continued analyst conviction. MarketScreener: BMO PT Raise MarketScreener: Scotiabank PT Raise
• Positive Sentiment: Relative and defensive appeal — Coverage comparing NextEra favorably to peers (e.g., Constellation) and rankings among defensive stocks underline its mix of regulated utility cash flows and growth projects, attracting conservative growth investors. Yahoo: Constellation vs. NextEra Yahoo: Defensive Stock
• Neutral Sentiment: Guidance and revenue nuance — FY‑2026 EPS guidance was set at $3.92–$4.02 (near Street estimates) but quarterly revenue missed expectations ($6.70B vs. ~$7.43B). That mix tempers the enthusiasm from the EPS beat. MarketBeat: Q1 Results
• Neutral Sentiment: Macro headwinds — Broader market/geopolitical risk is pressuring sentiment across utilities and the market this week, which can mute stock reactions even when company‑specific news is positive. Yahoo: Market News
• Negative Sentiment: ESG and investor composition risk — The pivot into significant gas‑fired capacity could concern ESG‑focused investors and funds that favor pure‑play renewables, potentially pressuring demand from that buyer base. Yahoo: Expands Gas & Nuclear
• Negative Sentiment: Policy uncertainty — Legislative moves that change federal energy efficiency or infrastructure incentives could alter long‑term policy tailwinds for renewables; this adds a policy‑risk layer to the thesis. QuiverQuant: H.R.4690

NextEra Energy Stock Performance

NEE opened at $95.38 on Friday. The company has a current ratio of 0.54, a quick ratio of 0.49 and a debt-to-equity ratio of 1.41. NextEra Energy, Inc. has a 12-month low of $63.88 and a 12-month high of $97.63. The firm has a 50 day moving average of $92.44 and a two-hundred day moving average of $86.81. The firm has a market capitalization of $198.89 billion, a PE ratio of 24.27, a P/E/G ratio of 2.82 and a beta of 0.74.

NextEra Energy (NYSE:NEE - Get Free Report) last released its quarterly earnings data on Thursday, April 23rd. The utilities provider reported $1.09 EPS for the quarter, beating the consensus estimate of $1.03 by $0.06. The business had revenue of $6.70 billion for the quarter, compared to the consensus estimate of $7.43 billion. NextEra Energy had a net margin of 29.36% and a return on equity of 12.25%. The business's revenue for the quarter was up 7.3% on a year-over-year basis. During the same period in the prior year, the firm earned $0.99 EPS. NextEra Energy has set its FY 2026 guidance at 3.920-4.02 EPS. On average, analysts anticipate that NextEra Energy, Inc. will post 4.01 EPS for the current year.

NextEra Energy Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Monday, March 16th. Shareholders of record on Friday, February 27th were issued a $0.6232 dividend. The ex-dividend date of this dividend was Friday, February 27th. This is a positive change from NextEra Energy's previous quarterly dividend of $0.57. This represents a $2.49 annualized dividend and a yield of 2.6%. NextEra Energy's dividend payout ratio is currently 63.36%.

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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