Handelsbanken Fonder AB Acquires 65,085 Shares of NextEra Energy, Inc. $NEE

Key Points

• Handelsbanken Fonder AB increased its NextEra Energy stake by 55.3% in the fourth quarter, buying 65,085 additional shares and bringing its total holding to 182,719 shares worth about $14.7 million.
• NextEra Energy reported Q1 earnings of $1.09 per share, beating analyst expectations, while revenue came in below estimates at $6.7 billion. The company also maintained upbeat guidance, setting FY 2026 EPS guidance at $3.92 to $4.02.
• Analyst sentiment remains constructive, with several firms raising ratings or price targets and MarketBeat showing a Moderate Buy consensus and an average target price of $99.15.

Handelsbanken Fonder AB lifted its position in NextEra Energy, Inc. (NYSE:NEE - Free Report) by 55.3% during the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 182,719 shares of the utilities provider's stock after purchasing an additional 65,085 shares during the period. Handelsbanken Fonder AB's holdings in NextEra Energy were worth $14,669,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently made changes to their positions in the company. Wedbush Securities Inc. grew its holdings in shares of 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 grew its holdings in shares of NextEra Energy by 5.0% in the third quarter. Varma Mutual Pension Insurance Co now owns 326,193 shares of the utilities provider's stock worth $24,624,000 after purchasing an additional 15,600 shares during the last quarter. National Pension Service grew its holdings in shares of NextEra Energy by 1.3% in the third 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 during the last quarter. Indivisible Partners bought a new position in shares of NextEra Energy in the fourth quarter worth approximately $1,355,000. Finally, Y Intercept Hong Kong Ltd grew its holdings in shares of NextEra Energy by 61.8% in the third quarter. Y Intercept Hong Kong Ltd now owns 60,985 shares of the utilities provider's stock worth $4,604,000 after purchasing an additional 23,288 shares during the last quarter. Institutional investors own 78.72% of the company's stock.

NextEra Energy Stock Performance

Shares of NEE stock opened at $89.66 on Friday. The stock has a fifty day moving average of $92.77 and a 200 day moving average of $88.03. NextEra Energy, Inc. has a 52 week low of $63.88 and a 52 week high of $98.75. The firm has a market capitalization of $186.96 billion, a price-to-earnings ratio of 22.81, a PEG ratio of 2.59 and a beta of 0.73. The company has a quick ratio of 0.44, a current ratio of 0.54 and a debt-to-equity ratio of 1.41.

NextEra Energy (NYSE:NEE - Get Free Report) last announced its quarterly earnings results on Thursday, April 23rd. The utilities provider reported $1.09 EPS for the quarter, topping analysts' consensus estimates of $1.03 by $0.06. The company had revenue of $6.70 billion during the quarter, compared to analyst estimates of $7.43 billion. NextEra Energy had a return on equity of 12.25% and a net margin of 29.36%.The firm's revenue was up 7.3% on a year-over-year basis. During the same quarter last year, the firm posted $0.99 earnings per share. NextEra Energy has set its FY 2026 guidance at 3.920-4.02 EPS. As a group, research analysts expect that NextEra Energy, Inc. will post 4.01 earnings per share for the current year.

Wall Street Analyst Weigh In

Several research analysts have recently issued reports on the stock. Erste Group Bank upgraded shares of NextEra Energy from a "hold" rating to a "buy" rating in a report on Wednesday, February 18th. Weiss Ratings raised NextEra Energy from a "hold (c+)" rating to a "buy (b-)" rating in a research note on Monday, April 27th. Argus set a $92.00 price target on NextEra Energy and gave the stock a "buy" rating in a research note on Wednesday, January 28th. TD Cowen raised their price target on NextEra Energy from $99.00 to $101.00 and gave the stock a "buy" rating in a research note on Monday, April 27th. Finally, Mizuho raised their price target on NextEra Energy from $90.00 to $95.00 and gave the stock a "neutral" rating in a research note on Wednesday, April 15th. One research analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and four have assigned a Hold rating to the company's stock. According to MarketBeat.com, the stock has an average rating of "Moderate Buy" and a consensus target price of $99.15.

NextEra Energy News Roundup

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

• Positive Sentiment: NextEra’s board declared a regular quarterly dividend of $0.6232 per share, underscoring its ongoing shareholder payout and income appeal. NextEra Energy board declares quarterly dividend
• Positive Sentiment: Investor commentary around NextEra’s approximately $67 billion all-stock acquisition of Dominion Energy NYSE: D frames the deal as a major bet on surging electricity demand, especially from AI data centers, and could support long-term earnings growth if integration goes well. One Thing Investors Should Know About NextEra's Acquisition of Dominion
• Positive Sentiment: Analysts and media coverage also highlighted that NextEra’s latest earnings call signaled robust growth, reinforcing confidence in the company’s operating momentum. NextEra Energy’s Earnings Call Signals Robust Growth
• Neutral Sentiment: Reuters reported NextEra also agreed to buy Caliber Resource Partners for about $1.3 billion and set up a shale joint venture, but this looks more like a portfolio restructuring move than an immediate stock catalyst. NextEra to buy Quantum-backed energy firm Caliber, set up US shale JV
• Negative Sentiment: Some coverage noted that the Dominion deal initially rattled Wall Street because of concerns about the purchase price, dilution, and whether the transaction will pay off. NextEra stock drops as Wall Street balks at Dominion share price
• Negative Sentiment: Reuters also flagged risk that the mega-merger may hinge on keeping customer power bills under control while expanding capacity for energy-hungry data centers, which could become a regulatory and execution headwind. Giant US power merger bets on AI build-out, but may hinge on power bills

Insider Buying and Selling at NextEra Energy

In other NextEra Energy news, EVP Nicole J. Daggs sold 4,934 shares of the firm's stock in a transaction on Friday, March 13th. The stock was sold at an average price of $93.00, for a total transaction of $458,862.00. Following the completion of the transaction, the executive vice president owned 16,905 shares of the company's stock, valued at approximately $1,572,165. This trade represents a 22.59% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, Treasurer James Michael May sold 7,161 shares of the firm's stock in a transaction on Monday, March 9th. The shares were sold at an average price of $90.27, for a total value of $646,423.47. Following the transaction, the treasurer directly owned 26,719 shares of the company's stock, valued at $2,411,924.13. This represents a 21.14% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders sold 31,767 shares of company stock valued at $2,881,077. 0.18% of the stock is currently owned by company insiders.

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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