NextEra Energy, Inc. $NEE Shares Purchased by Mitsubishi UFJ Asset Management Co. Ltd.

Key Points

• Mitsubishi UFJ Asset Management raised its NextEra stake by 5.3% in Q4 to 4,624,832 shares (about 0.22% ownership) after buying 230,977 shares, a position valued at roughly $374.3 million.
• NextEra beat Q1 EPS ($1.09 vs. $1.03) but missed revenue estimates ($6.70B vs. $7.43B), set FY2026 EPS guidance of $3.92–4.02, and increased its quarterly dividend to $0.6232 (annualized $2.49, ~2.6% yield).
• While analysts show a "Moderate Buy" consensus with an average price target near $98.70, insiders have been net sellers (CEO sold ~99,603 shares; insiders sold ~131,370 shares worth ~$11.8M over the last three months).

Mitsubishi UFJ Asset Management Co. Ltd. raised its stake in NextEra Energy, Inc. (NYSE:NEE - Free Report) by 5.3% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 4,624,832 shares of the utilities provider's stock after buying an additional 230,977 shares during the period. Mitsubishi UFJ Asset Management Co. Ltd. owned approximately 0.22% of NextEra Energy worth $374,288,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds also recently modified their holdings of the stock. AssuredPartners Investment Advisors LLC raised its stake in shares of NextEra Energy by 80.5% during the 4th quarter. AssuredPartners Investment Advisors LLC now owns 29,500 shares of the utilities provider's stock worth $2,368,000 after purchasing an additional 13,153 shares in the last quarter. Sumitomo Mitsui DS Asset Management Company Ltd lifted its holdings in shares of NextEra Energy by 35.2% during the fourth quarter. Sumitomo Mitsui DS Asset Management Company Ltd now owns 568,580 shares of the utilities provider's stock worth $45,646,000 after buying an additional 147,953 shares during the last quarter. SBI Securities Co. Ltd. boosted its position in shares of NextEra Energy by 3.9% in the fourth quarter. SBI Securities Co. Ltd. now owns 18,465 shares of the utilities provider's stock valued at $1,482,000 after acquiring an additional 685 shares during the period. Alpha Cubed Investments LLC raised its stake in NextEra Energy by 2.2% during the 4th quarter. Alpha Cubed Investments LLC now owns 898,899 shares of the utilities provider's stock valued at $72,164,000 after purchasing an additional 19,601 shares during the last quarter. Finally, Hemenway Trust Co LLC raised its position in shares of NextEra Energy by 1.9% during the fourth quarter. Hemenway Trust Co LLC now owns 115,062 shares of the utilities provider's stock valued at $9,237,000 after buying an additional 2,193 shares during the last quarter. 78.72% of the stock is owned by institutional investors and hedge funds.

Trending Headlines about NextEra Energy

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

• Positive Sentiment: DA Davidson raised its price target to $105 and maintained a Buy rating, signaling analyst confidence and providing upside to the stock. DA Davidson raises price target on NextEra Energy to $105 from $95, keeps buy/add rating
• Positive Sentiment: NextEra is advancing plans for two Japan-backed natural gas-fired plants to serve data centers and expects to finalize agreements within months — a direct play on rising data-center power demand and grid reliability needs. Why NextEra Energy (NEE) Is Betting on Gas, Nuclear, and Data Center Demand
• Positive Sentiment: Broader coverage highlights that AI growth shifts the bottleneck from chips to power infrastructure (substations, transformers, turbines) — a structural tailwind for utilities and project owners like NextEra that can supply capacity to hyperscalers. The Real AI Trade May Not Be Software. It May Be Power Equipment
• Neutral Sentiment: NextEra scheduled senior management investor meetings across May–June to reaffirm long-term growth expectations presented at its April earnings call, improving transparency but not delivering new guidance. NextEra Energy to meet with investors throughout May and June
• Neutral Sentiment: An article on dividend growers mentions several companies that raised payouts; it’s unclear whether NextEra is a featured dividend increaser in that piece, so impact on NEE is uncertain. These 4 Dividend Growers Have Already Declared 10% Dividend Increases
• Negative Sentiment: Analysis from Altimetry/MarketBeat argues NextEra may fall behind specialist firms in capitalizing on the AI power boom, a cautionary note that could cap multiple expansion if widely adopted by investors. 3 Energy Stocks to Buy and 2 to Avoid as AI Power Demand Explodes (NEE)

NextEra Energy Trading Up 0.8%

Shares of NEE opened at $96.24 on Wednesday. The company has a debt-to-equity ratio of 1.41, a quick ratio of 0.44 and a current ratio of 0.54. The company has a market cap of $200.68 billion, a price-to-earnings ratio of 24.49, a PEG ratio of 2.80 and a beta of 0.73. The stock has a fifty day moving average price of $92.81 and a two-hundred day moving average price of $87.26. NextEra Energy, Inc. has a 52-week low of $63.88 and a 52-week high of $98.75.

NextEra Energy (NYSE:NEE - Get Free Report) last announced its earnings results on Thursday, April 23rd. The utilities provider reported $1.09 earnings per share for the quarter, beating analysts' consensus estimates of $1.03 by $0.06. NextEra Energy had a return on equity of 12.25% and a net margin of 29.36%.The company had revenue of $6.70 billion during the quarter, compared to analyst estimates of $7.43 billion. During the same period last year, the company posted $0.99 earnings per share. The firm's quarterly revenue was up 7.3% compared to the same quarter last year. NextEra Energy has set its FY 2026 guidance at 3.920-4.02 EPS. Analysts predict that NextEra Energy, Inc. will post 4 EPS for the current fiscal year.

NextEra Energy Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Monday, March 16th. Shareholders of record on Friday, February 27th were given a $0.6232 dividend. This represents a $2.49 annualized dividend and a yield of 2.6%. The ex-dividend date was Friday, February 27th. This is a boost from NextEra Energy's previous quarterly dividend of $0.57. NextEra Energy's dividend payout ratio is 63.36%.

Analyst Upgrades and Downgrades

Several analysts have recently weighed in on the company. Erste Group Bank raised NextEra Energy from a "hold" rating to a "buy" rating in a report on Wednesday, February 18th. Barclays upped their target price on NextEra Energy from $85.00 to $89.00 and gave the company an "equal weight" rating in a research note on Tuesday, April 7th. UBS Group lifted their price target on shares of NextEra Energy from $91.00 to $104.00 and gave the stock a "buy" rating in a research note on Thursday, March 5th. Wells Fargo & Company set a $102.00 price target on shares of NextEra Energy and gave the company an "overweight" rating in a report on Friday, April 24th. Finally, Argus set a $92.00 price objective on shares of NextEra Energy and gave the company a "buy" rating in a research note on Wednesday, January 28th. One research analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and four have issued a Hold rating to the stock. According to data from MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and an average price target of $98.70.

Insider Activity at NextEra Energy

In related news, EVP Nicole J. Daggs sold 4,934 shares of the firm's stock in a transaction that occurred on Friday, March 13th. The shares were sold at an average price of $93.00, for a total value of $458,862.00. Following the completion of the sale, the executive vice president owned 16,905 shares of the company's stock, valued at $1,572,165. This trade represents a 22.59% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. 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 of the company's stock, valued at $27,332,054.22. This trade represents a 24.56% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders sold 131,370 shares of company stock valued at $11,779,609. Insiders own 0.18% of the company's stock.

About NextEra Energy

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.