Duff & Phelps Investment Management Co. Has $192.51 Million Stock Holdings in NextEra Energy, Inc. $NEE

Key Points

• Duff & Phelps cut its stake in NextEra by 1.9% and now holds 2,550,122 shares worth about $192.51 million, making NEE its sixth-largest holding and representing roughly 0.12% of the company.
• NextEra raised its quarterly dividend to $0.6232 (annualized $2.49), implying a ~2.7% yield with a payout ratio around 75.7%, signaling confidence in cash flow but a relatively high payout.
• The firm beat quarterly EPS estimates ($0.54 vs. $0.53) with revenue up 20.7% year-over-year yet below analyst sales estimates, while substantial insider selling (about 185,882 shares recently) could weigh on near-term sentiment.

Duff & Phelps Investment Management Co. cut its holdings in NextEra Energy, Inc. (NYSE:NEE - Free Report) by 1.9% during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 2,550,122 shares of the utilities provider's stock after selling 48,478 shares during the quarter. NextEra Energy makes up 2.2% of Duff & Phelps Investment Management Co.'s holdings, making the stock its 6th biggest holding. Duff & Phelps Investment Management Co. owned approximately 0.12% of NextEra Energy worth $192,509,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of NEE. Connor Clark & Lunn Investment Management Ltd. lifted its stake in NextEra Energy by 372.4% in the 3rd quarter. Connor Clark & Lunn Investment Management Ltd. now owns 133,954 shares of the utilities provider's stock valued at $10,112,000 after purchasing an additional 105,596 shares during the last quarter. Brentview Investment Management LLC grew its stake in shares of NextEra Energy by 4.3% during the third quarter. Brentview Investment Management LLC now owns 68,080 shares of the utilities provider's stock worth $5,139,000 after buying an additional 2,779 shares during the last quarter. FourThought Financial Partners LLC increased its holdings in shares of NextEra Energy by 1.0% during the third quarter. FourThought Financial Partners LLC now owns 232,751 shares of the utilities provider's stock worth $17,570,000 after buying an additional 2,359 shares in the last quarter. Capital International Investors increased its holdings in shares of NextEra Energy by 0.6% during the third quarter. Capital International Investors now owns 3,679,782 shares of the utilities provider's stock worth $277,787,000 after buying an additional 22,182 shares in the last quarter. Finally, Legal & General Group Plc lifted its stake in shares of NextEra Energy by 2.3% in the 3rd quarter. Legal & General Group Plc now owns 16,787,191 shares of the utilities provider's stock valued at $1,267,265,000 after acquiring an additional 373,088 shares during the last quarter. Institutional investors own 78.72% of the company's stock.

NextEra Energy Stock Up 0.1%

Shares of NYSE:NEE opened at $91.68 on Thursday. The firm has a market cap of $191.01 billion, a P/E ratio of 27.86 and a beta of 0.76. NextEra Energy, Inc. has a 12-month low of $61.72 and a 12-month high of $95.91. The business has a fifty day simple moving average of $87.96 and a 200 day simple moving average of $82.65. 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 released 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. The firm had revenue of $6.50 billion for the quarter, compared to analyst estimates of $7.07 billion. NextEra Energy had a return on equity of 12.18% and a net margin of 24.93%.The business's revenue was up 20.7% on a year-over-year basis. During the same quarter in the previous year, the company posted $0.53 EPS. Analysts predict that NextEra Energy, Inc. will post 3.68 earnings per share for the current year.

NextEra Energy Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Monday, March 16th. Shareholders of record on Friday, February 27th will be given a dividend of $0.6232 per share. The ex-dividend date of this dividend is Friday, February 27th. This represents a $2.49 dividend on an annualized basis and a yield of 2.7%. This is a boost from NextEra Energy's previous quarterly dividend of $0.57. NextEra Energy's payout ratio is currently 75.68%.

Wall Street Analyst Weigh In

NEE has been the topic of a number of research reports. Wolfe Research boosted their price objective on NextEra Energy from $87.00 to $94.00 and gave the stock an "outperform" rating in a research report on Monday, December 1st. Wells Fargo & Company lifted their price target on NextEra Energy from $97.00 to $98.00 and gave the company an "overweight" rating in a research note on Tuesday, January 20th. BTIG Research restated a "buy" rating and set a $103.00 price target on shares of NextEra Energy in a report on Wednesday, January 28th. Wall Street Zen raised NextEra Energy from a "sell" rating to a "hold" rating in a research note on Saturday, February 28th. Finally, UBS Group raised their price objective on shares of NextEra Energy from $91.00 to $104.00 and gave the company a "buy" rating in a report on Thursday, March 5th. Two equities research analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and four have given a Hold rating to the stock. According to MarketBeat.com, NextEra Energy currently has an average rating of "Moderate Buy" and an average price target of $94.16.

More NextEra Energy News

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

• Positive Sentiment: UBS raised its price target to $104 (from $91) and reiterated a Buy rating, citing strong demand for large‑scale power (data centers) that should support NEER segment growth and future earnings. UBS Raises NextEra Energy (NEE) Target
• Positive Sentiment: Several bullish research pieces argue NEE is trading below its historical multiple despite durable growth drivers (30 GW backlog, regulated cash flows, data‑center optionality), supporting a longer‑term buy thesis. Seeking Alpha — Discount to History
• Positive Sentiment: TradeSmith’s Health Indicator placed NextEra in its “Green Zone,” a third‑party signal of above‑average financial/health metrics relative to peers — supportive for investor confidence. TradeSmith Green Zone
• Positive Sentiment: NextEra raised its quarterly dividend to $0.6232 (annualized $2.49), up from $0.57 — a direct positive for income investors and a signal of cash‑flow confidence (payout ratio ~76%).
• Neutral Sentiment: Analyst coverage is generally constructive (consensus “Moderate Buy” with several firms raising targets — Morgan Stanley $106, JPMorgan and others), which provides medium‑term support but may not prevent short‑term volatility. Analyst Consensus / Targets
• Neutral Sentiment: Chief Risk Officer Terrell Kirk Crews II plans to resign (effective March 20); the exit raises governance and oversight questions during an active project pipeline but no successor has been named yet — monitor for interim coverage or appointments. CRO Resignation / Risk Oversight
• Negative Sentiment: EVP Terrell Kirk Crews II sold 19,672 shares at about $90.27 (disclosed 3/9), reducing his holding ~21% — the size and timing of the sale can be a negative for near‑term sentiment. EVP Form 4
• Negative Sentiment: Treasurer James Michael May sold 7,161 shares at about $90.27 (disclosed 3/9), also trimming his stake by ~21% — multiple insider sales amplify negative signaling to the market. Treasurer Form 4

Insider Activity

In other NextEra Energy news, EVP Charles E. Sieving sold 30,000 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 transaction of $2,700,000.00. Following the completion of the transaction, the executive vice president owned 167,481 shares in the company, valued at approximately $15,073,290. This trade represents a 15.19% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, CEO John W. Ketchum sold 99,603 shares of the business's stock in a transaction that occurred on Monday, February 9th. The stock was sold at an average price of $89.34, for a total transaction 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. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 185,882 shares of company stock worth $16,616,757. 0.20% of the stock is owned by insiders.

NextEra Energy 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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