Envestnet Portfolio Solutions Inc. Has $11.35 Million Position in NextEra Energy, Inc. $NEE

Key Points

• Envestnet Portfolio Solutions increased its NextEra Energy stake by 84.9% in the second quarter, bringing its holdings to 129,364 shares valued at approximately $11.35 million. Institutional investors collectively own 78.72% of NEE.
• NextEra reported quarterly EPS of $1.15, exceeding the $1.11 consensus estimate, while revenue rose 12.4% year over year to $7.53 billion, below analysts’ $8.11 billion estimate.
• The company declared a quarterly dividend of $0.6232 per share, equivalent to an annualized $2.49 dividend and a 2.9% yield. Analysts maintain a “Moderate Buy” consensus rating with an average price target of $99.36.

Envestnet Portfolio Solutions Inc. raised its position in NextEra Energy, Inc. (NYSE:NEE - Free Report) by 84.9% during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 129,364 shares of the utilities provider's stock after buying an additional 59,396 shares during the quarter. Envestnet Portfolio Solutions Inc.'s holdings in NextEra Energy were worth $11,345,000 at the end of the most recent reporting period.

Several other large investors have also recently added to or reduced their stakes in the company. Vanguard Group Inc. raised its stake in NextEra Energy by 1.0% in the 4th quarter. Vanguard Group Inc. now owns 216,033,697 shares of the utilities provider's stock worth $17,343,185,000 after purchasing an additional 2,234,176 shares in the last quarter. Geode Capital Management LLC grew its position in shares of NextEra Energy by 2.1% during the 4th quarter. Geode Capital Management LLC now owns 47,272,019 shares of the utilities provider's stock worth $3,781,790,000 after purchasing an additional 966,152 shares in the last quarter. Norges Bank acquired a new position in shares of NextEra Energy during the 4th quarter worth approximately $2,816,327,000. Price T Rowe Associates Inc. MD increased its holdings in shares of NextEra Energy by 6.6% during the fourth quarter. Price T Rowe Associates Inc. MD now owns 18,365,788 shares of the utilities provider's stock worth $1,474,407,000 after purchasing an additional 1,136,074 shares during the period. Finally, Deutsche Bank AG increased its holdings in shares of NextEra Energy by 2.9% during the fourth quarter. Deutsche Bank AG now owns 17,281,357 shares of the utilities provider's stock worth $1,387,347,000 after purchasing an additional 485,854 shares during the period. Institutional investors own 78.72% of the company's stock.

NextEra Energy Price Performance

Shares of NEE opened at $85.97 on Friday. The business has a 50-day moving average of $87.16 and a 200-day moving average of $89.97. The company has a debt-to-equity ratio of 1.45, a current ratio of 0.53 and a quick ratio of 0.44. The company has a market capitalization of $179.31 billion, a price-to-earnings ratio of 19.32, a price-to-earnings-growth ratio of 2.35 and a beta of 0.67. NextEra Energy, Inc. has a 1 year low of $69.24 and a 1 year high of $98.75.

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

NextEra Energy Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, September 15th. Shareholders of record on Friday, August 28th will be paid a dividend of $0.6232 per share. This represents a $2.49 dividend on an annualized basis and a yield of 2.9%. The ex-dividend date is Friday, August 28th. NextEra Energy's payout ratio is 55.96%.

NextEra Energy News Summary

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

• Positive Sentiment: NextEra finalized agreements with the U.S. Department of Commerce and the Government of Japan to fund up to 10 gigawatts of natural-gas generation in Texas and Pennsylvania. The project could create a substantial new earnings and rate-base opportunity while positioning NEE to serve rising electricity demand from data centers and industrial customers. NextEra Energy, U.S. Department of Commerce and Government of Japan finalize commercial terms
• Positive Sentiment: Recent coverage highlights surging power demand and higher energy prices as catalysts for NextEra. Its regulated utility and competitive generation businesses could benefit from long-term load growth, particularly from artificial-intelligence infrastructure. Why Is NextEra Energy in Focus as Power Demand Surges Today?
• Positive Sentiment: Analyst commentary remains constructive on NextEra’s development pipeline, with the Paducah project identified as potential upside. The opportunity could add growth, though returns will depend on project execution and financing. NextEra Energy: Paducah Adds Upside, But Dominion Adds Risk
• Neutral Sentiment: New AI-focused ecosystem ETFs reflect broader investor interest in the power and infrastructure supply chain supporting artificial intelligence. This is a favorable industry theme for NEE, but the article does not announce a company-specific contract or financial impact. The Future of AI Investing: Harbor Debuts 5 New Ecosystem ETFs
• Neutral Sentiment: Energy stocks edged lower late Thursday, creating a modest sector headwind for NEE despite its company-specific growth catalysts. Sector Update: Energy Stocks Edge Lower Late Afternoon
• Negative Sentiment: An analyst lowered the fiscal 2026 EPS forecast, signaling concern that earnings growth may not fully match the company’s expansion opportunities. Estimate reductions can weigh on valuation and investor sentiment. FY2026 EPS Forecast for NextEra Energy Decreased by Analyst
• Negative Sentiment: Coverage also flags risks connected with the Dominion-related opportunity, including execution, regulatory and capital requirements. These risks could offset some of the upside from Paducah and other new projects. NextEra Energy: Positive Developments Continue

Analyst Upgrades and Downgrades

A number of research analysts recently commented on NEE shares. Weiss Ratings downgraded NextEra Energy from a "buy (b)" rating to a "buy (b-)" rating in a research note on Thursday, June 11th. Barclays set a $91.00 target price on shares of NextEra Energy and gave the company an "equal weight" rating in a report on Tuesday, July 7th. HC Wainwright restated a "buy" rating on shares of NextEra Energy in a research report on Monday, July 27th. Sanford C. Bernstein reaffirmed an "outperform" rating and set a $108.00 price target on shares of NextEra Energy in a report on Monday, July 27th. Finally, Mizuho set a $95.00 price target on shares of NextEra Energy in a research report on Monday, July 27th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and six have assigned a Hold rating to the stock. According to data from MarketBeat, the stock has a consensus rating of "Moderate Buy" and an average price target of $99.36.

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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