NextEra Energy, Inc. $NEE is Windward Capital Management Co. CA's 9th Largest Position

Key Points

• Windward Capital trimmed its position in NextEra by 3.4% to 420,538 shares (worth about $33.76M), making NEE its 9th-largest holding, and institutional investors now own roughly 78.72% of the company.
• NextEra beat Q1 EPS at $1.09 vs. consensus ~$1.03 and reaffirmed FY2026 guidance of $3.92–4.02, but revenue missed expectations ($6.70B vs. $7.43B), a result that helped lift the stock about 7%.
• Insiders have been net sellers (179,990 shares valued at ~$16.16M in the last 90 days, including a 30,000-share sale by EVP Charles Sieving), even as the company raised its quarterly dividend to $0.6232 ($2.49 annual, ~2.6% yield).

Windward Capital Management Co. CA cut its position in shares of NextEra Energy, Inc. (NYSE:NEE - Free Report) by 3.4% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 420,538 shares of the utilities provider's stock after selling 14,970 shares during the quarter. NextEra Energy makes up about 2.7% of Windward Capital Management Co. CA's holdings, making the stock its 9th biggest position. Windward Capital Management Co. CA's holdings in NextEra Energy were worth $33,761,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in NEE. Brighton Jones LLC grew its stake in NextEra Energy by 7.0% in the 4th quarter. Brighton Jones LLC now owns 28,282 shares of the utilities provider's stock valued at $2,028,000 after purchasing an additional 1,840 shares during the period. Revolve Wealth Partners LLC increased its holdings in NextEra Energy by 6.5% during the fourth quarter. Revolve Wealth Partners LLC now owns 4,854 shares of the utilities provider's stock worth $348,000 after buying an additional 298 shares during the last quarter. Acadian Asset Management LLC raised its position in NextEra Energy by 38.4% in the first quarter. Acadian Asset Management LLC now owns 12,542 shares of the utilities provider's stock worth $887,000 after acquiring an additional 3,479 shares during the period. Sivia Capital Partners LLC grew its position in shares of NextEra Energy by 18.1% during the 2nd quarter. Sivia Capital Partners LLC now owns 5,563 shares of the utilities provider's stock valued at $386,000 after acquiring an additional 852 shares during the period. Finally, United Bank increased its stake in shares of NextEra Energy by 2.9% during the 2nd quarter. United Bank now owns 15,596 shares of the utilities provider's stock worth $1,083,000 after purchasing an additional 444 shares during the last quarter. Hedge funds and other institutional investors own 78.72% of the company's stock.

Insider Activity

In other NextEra Energy news, EVP Charles E. Sieving sold 30,000 shares of the firm's stock in a transaction dated Wednesday, February 4th. The shares were sold at an average price of $90.00, for a total value of $2,700,000.00. Following the completion of the sale, the executive vice president directly owned 167,481 shares in the company, valued at $15,073,290. This trade represents a 15.19% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this link. Also, Treasurer James Michael May sold 7,161 shares of the company's stock in a transaction that occurred on Monday, March 9th. The stock was sold at an average price of $90.27, for a total value of $646,423.47. Following the transaction, the treasurer owned 26,719 shares in the company, valued at $2,411,924.13. This trade represents a 21.14% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 179,990 shares of company stock valued at $16,155,409. 0.18% of the stock is owned by insiders.

NextEra Energy News Roundup

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

• Positive Sentiment: Q1 EPS beat and guidance confirmation — NextEra reported $1.09 EPS vs. consensus ~$1.03 and reiterated FY2026 EPS guidance of $3.92–4.02, which supports growth visibility and pushed the shares higher. NextEra Energy Beats Q1 Earnings Estimates, Revenues Rise Y/Y
• Positive Sentiment: Large renewables backlog and origination momentum — Management flagged a sizable renewables pipeline (reported as a multi-GW backlog and origination additions), underpinning long-term contracted cash flows and growth in the core clean-energy business. NextEra Energy (NEE) Stock Surges Past Q1 2026 Earnings Expectations
• Positive Sentiment: AI/data-center related demand cited as a tailwind — Analysts and commentators pointed to NextEra’s positioning to benefit from data center buildouts (including gas-fired projects backed by Japan financing), which supports incremental contracted power demand. NextEra Energy Just Delivered 10% EPS Growth As They Benefit From The AI Buildout
• Positive Sentiment: Analyst support — BMO bumped its price target to $99 and maintained an outperform rating, providing fresh dealer support and likely helping buying interest. BMO Capital Adjusts Price Target on NextEra Energy to $99 from $95; Maintains Outperform
• Neutral Sentiment: Revenue miss and mixed unit metrics — While EPS beat, revenue came in below some expectations and certain line-item metrics (e.g., commodity-related results) were mixed, which tempers the beat and warrants watching next-quarter throughput and origination ramp. NextEra Q1 results and conference materials
• Negative Sentiment: Analyst/price-target pushback and macro/sector noise — Some firms trimmed outlooks or price targets modestly (e.g., Morgan Stanley), and broader geopolitical/market sentiment remains a potential headwind for risk assets, which could cap near-term upside. NextEra Energy (NEE) Price Target Lowered by $2 at Morgan Stanley

Analyst Ratings Changes

Several brokerages have weighed in on NEE. Wall Street Zen lowered NextEra Energy from a "hold" rating to a "sell" rating in a report on Saturday, March 28th. Argus set a $92.00 price objective on NextEra Energy and gave the company a "buy" rating in a research note on Wednesday, January 28th. BMO Capital Markets raised their price target on NextEra Energy from $95.00 to $99.00 and gave the company an "outperform" rating in a report on Wednesday. Morgan Stanley set a $108.00 price objective on NextEra Energy and gave the stock an "overweight" rating in a report on Friday, April 17th. Finally, Weiss Ratings cut shares of NextEra Energy from a "buy (b-)" rating to a "hold (c+)" rating in a research note on Tuesday, February 17th. Two analysts have rated the stock with a Strong Buy rating, thirteen have issued a Buy rating and four have given a Hold rating to the company's stock. According to data from MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and an average price target of $95.83.

NextEra Energy Stock Up 7.0%

NEE opened at $96.33 on Friday. The company has a market cap of $200.87 billion, a P/E ratio of 29.28, a P/E/G ratio of 2.64 and a beta of 0.74. NextEra Energy, Inc. has a 12 month low of $63.88 and a 12 month high of $96.70. The business's 50-day moving average price is $92.41 and its 200-day moving average price is $86.72. The company has a current ratio of 0.60, a quick ratio of 0.49 and a debt-to-equity ratio of 1.35.

NextEra Energy (NYSE:NEE - Get Free Report) last issued its earnings results on Thursday, April 23rd. The utilities provider reported $1.09 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.03 by $0.06. NextEra Energy had a net margin of 24.93% and a return on equity of 12.18%. The firm had revenue of $6.70 billion for the quarter, compared to analysts' expectations of $7.43 billion. During the same quarter last year, the business earned $0.99 earnings per share. The business's revenue was up 7.3% on a year-over-year basis. NextEra Energy has set its FY 2026 guidance at 3.920-4.02 EPS. On average, equities analysts expect that NextEra Energy, Inc. will post 4.01 EPS for the current year.

NextEra Energy Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Monday, March 16th. Shareholders of record on Friday, February 27th were issued a $0.6232 dividend. This is an increase from NextEra Energy's previous quarterly dividend of $0.57. The ex-dividend date was Friday, February 27th. This represents a $2.49 annualized dividend and a yield of 2.6%. NextEra Energy's dividend payout ratio (DPR) is 75.68%.

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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