Envestnet Portfolio Solutions Inc. Has $11.35 Million Stock Holdings 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 and hedge funds own 78.72% of NEE’s outstanding stock.
• NextEra Energy beat quarterly earnings expectations with $1.15 EPS versus the $1.11 consensus, while revenue rose 12.4% year over year to $7.53 billion. The company maintains 2026 EPS guidance of $3.92–$4.02 and pays an annualized dividend of $2.49 per share, yielding about 3.2%.
• Analyst sentiment remains broadly positive, with a “Moderate Buy” consensus and an average price target of $100.19 versus a recent share price of $76.98. Investors are also watching the planned $1.9 billion loan-backed restart of Iowa’s Duane Arnold nuclear plant, though downgrade and merger-related scrutiny create near-term uncertainty.

Envestnet Portfolio Solutions Inc. boosted its holdings in NextEra Energy, Inc. (NYSE:NEE - Free Report) by 84.9% during the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. 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 institutional investors also recently modified their holdings of the stock. Czech National Bank lifted its holdings in shares of NextEra Energy by 4.7% in the second quarter. Czech National Bank now owns 593,568 shares of the utilities provider's stock worth $52,097,000 after buying an additional 26,378 shares in the last quarter. Annex Advisory Services LLC increased its holdings in NextEra Energy by 13.9% during the 2nd quarter. Annex Advisory Services LLC now owns 711,009 shares of the utilities provider's stock worth $62,405,000 after acquiring an additional 86,585 shares during the period. CV Advisors LLC bought a new stake in NextEra Energy during the 2nd quarter worth approximately $1,404,000. Avity Investment Management Inc. lifted its stake in NextEra Energy by 5.7% in the 2nd quarter. Avity Investment Management Inc. now owns 500,576 shares of the utilities provider's stock worth $43,936,000 after purchasing an additional 26,848 shares in the last quarter. Finally, Sumitomo Mitsui DS Asset Management Company Ltd lifted its stake in NextEra Energy by 4.1% in the 2nd quarter. Sumitomo Mitsui DS Asset Management Company Ltd now owns 544,574 shares of the utilities provider's stock worth $47,797,000 after purchasing an additional 21,569 shares in the last quarter. 78.72% of the stock is currently owned by institutional investors and hedge funds.

NextEra Energy Price Performance

Shares of NextEra Energy stock opened at $76.98 on Thursday. The firm has a market capitalization of $160.58 billion, a PE ratio of 17.30, a price-to-earnings-growth ratio of 2.46 and a beta of 0.65. NextEra Energy, Inc. has a 12 month low of $72.05 and a 12 month high of $98.75. The business's 50-day moving average price is $84.77 and its 200-day moving average price is $88.31. The company has a current ratio of 0.53, a quick ratio of 0.44 and a debt-to-equity ratio of 1.45.

NextEra Energy (NYSE:NEE - Get Free Report) last posted its quarterly earnings results 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. The business had revenue of $7.53 billion during the quarter, compared to the consensus estimate 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 for the quarter was up 12.4% on a year-over-year basis. During the same period in the previous year, the firm posted $1.05 earnings per share. NextEra Energy has set its FY 2026 guidance at 3.920-4.020 EPS. Sell-side analysts forecast that NextEra Energy, Inc. will post 4.01 EPS for the current fiscal year.

NextEra Energy Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, September 15th. Stockholders of record on Friday, August 28th were paid a dividend of $0.6232 per share. This represents a $2.49 annualized dividend and a dividend yield of 3.2%. The ex-dividend date of this dividend was Friday, August 28th. NextEra Energy's dividend payout ratio is 55.96%.

Key Stories Impacting NextEra Energy

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

• Positive Sentiment: NextEra disclosed a $1.9 billion U.S. Department of Energy loan to restart the Duane Arnold nuclear plant in Iowa. The facility is targeted to return to service in early 2029, subject to regulatory approvals, and is backed by a 25-year power-purchase agreement with Google. The project could position NEE to benefit from accelerating AI-related power demand and strengthen its relationship with a major technology customer. Should NextEra’s US$1.9 Billion Google-Backed Nuclear Restart Require Action From NextEra Energy Investors?
• Positive Sentiment: Analyst commentary describes NextEra as potentially undervalued and highlights the company’s ability to build generation and transmission capacity ahead of expected electricity demand growth. These views may support the stock’s long-term investment case, although they are not new company guidance. AI Needs More Electricity, And NextEra Is Building Ahead Of Demand
• Neutral Sentiment: NextEra has attracted heightened investor and Zacks.com attention, while Wall Street’s average recommendation remains bullish. However, the articles note that consensus analyst ratings can be overly optimistic and should not be treated as a standalone buy signal. NextEra Energy Is Attracting Investor Attention
• Neutral Sentiment: Florida Power & Light, NEE’s subsidiary, is offering eligible seniors bill credits and savings assistance. The initiative may enhance customer relations but is unlikely to materially affect NextEra’s earnings or valuation. FPL Helps Eligible Seniors Access Bill Credits and Ways to Save
• Negative Sentiment: An analyst downgrade pressured NEE, adding to concerns about valuation and near-term performance. Separate coverage also cited increased scrutiny of a possible merger, creating uncertainty around capital allocation, regulatory approval and execution. NextEra Energy Trading Down After Analyst Downgrade NextEra Energy Stock Falls as Merger Scrutiny Weighs

Analysts Set New Price Targets

NEE has been the subject of a number of recent analyst reports. HC Wainwright restated a "buy" rating on shares of NextEra Energy in a research report on Monday, July 27th. Sanford C. Bernstein reiterated an "outperform" rating and issued a $108.00 price objective on shares of NextEra Energy in a research report on Monday, July 27th. Bank of America dropped their price objective on NextEra Energy from $95.00 to $93.00 and set a "neutral" rating for the company in a research note on Monday, July 13th. Mizuho set a $95.00 target price on NextEra Energy in a research report on Monday, July 27th. Finally, Morgan Stanley decreased their target price on NextEra Energy from $114.00 to $111.00 and set an "overweight" rating on the stock in a research note on Friday, September 18th. Seventeen analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company. According to MarketBeat.com, the stock has a consensus rating of "Moderate Buy" and an average price target of $100.19.

NextEra Energy Company Profile

NextEra Energy, Inc is an electric power and energy infrastructure company headquartered in Juno Beach, Florida. Through its principal subsidiary, Florida Power & Light Company (FPL), it generates, transmits, distributes and sells electricity to customers in Florida. FPL serves residential, commercial and industrial customers across much of the state.

Through NextEra Energy Resources, the company develops, owns and operates power-generation and storage projects in the United States and Canada.

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