NextEra Energy, Inc. $NEE Shares Sold by Annex Advisory Services LLC

Key Points

• Annex Advisory Services sharply reduced its NextEra Energy stake by 93.6% in the third quarter, selling 665,542 shares and retaining 45,467 shares valued at approximately $3.44 million. Institutional investors still own about 78.7% of NEE.
• NextEra’s growth outlook includes a potential $100 billion AI infrastructure hub in Kentucky, while Wells Fargo upgraded the stock to “strong buy.” However, the proposed $67 billion Dominion Energy acquisition remains uncertain amid regulatory, financing and reputational concerns.
• NEE shares opened at $79.80, below the consensus analyst target of $99.65; the company reported quarterly EPS of $1.15 versus $1.11 expected and pays an annualized dividend of $2.49, yielding about 3.1%.

Annex Advisory Services LLC cut its stake in shares of NextEra Energy, Inc. (NYSE:NEE - Free Report) by 93.6% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 45,467 shares of the utilities provider's stock after selling 665,542 shares during the quarter. Annex Advisory Services LLC's holdings in NextEra Energy were worth $3,444,000 as of its most recent SEC filing.

Several other institutional investors have also added to or reduced their stakes in NEE. Walker Asset Management LLC lifted its position in shares of NextEra Energy by 2.2% during the 1st quarter. Walker Asset Management LLC now owns 5,010 shares of the utilities provider's stock valued at $465,000 after acquiring an additional 107 shares during the period. PUREfi Wealth LLC increased its position in shares of NextEra Energy by 0.9% during the 1st quarter. PUREfi Wealth LLC now owns 12,594 shares of the utilities provider's stock valued at $1,170,000 after purchasing an additional 107 shares during the last quarter. Cornerstone Planning Group LLC boosted its holdings in shares of NextEra Energy by 12.8% in the 1st quarter. Cornerstone Planning Group LLC now owns 978 shares of the utilities provider's stock worth $94,000 after buying an additional 111 shares during the last quarter. Legacy Wealth Managment LLC ID boosted its holdings in shares of NextEra Energy by 23.2% in the 1st quarter. Legacy Wealth Managment LLC ID now owns 594 shares of the utilities provider's stock worth $55,000 after buying an additional 112 shares during the last quarter. Finally, Fingerlakes Wealth Management Inc. grew its position in NextEra Energy by 0.7% during the second quarter. Fingerlakes Wealth Management Inc. now owns 16,669 shares of the utilities provider's stock valued at $1,463,000 after buying an additional 116 shares during the period. 78.72% of the stock is currently owned by institutional investors.

NextEra Energy News Summary

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

• Positive Sentiment: AI infrastructure investment offers significant growth potential. NextEra and Brookfield plan to develop a potential $100 billion AI hub in Kentucky, including a 1.8-gigawatt data-center campus, gas-fired generation and battery storage. The project could create substantial long-term electricity demand, although execution and financing remain important considerations. Brookfield, NextEra to Build $100 Billion AI Hub on Cold War Nuclear Site
• Positive Sentiment: Wells Fargo upgraded NextEra to “strong buy,” providing a favorable analyst signal after the recent pullback. Separately, analysts continue to cite strong clean-energy demand and improving earnings estimates as potential growth drivers. NEE Stock Falls Behind Industry in 3 Months: Should You Buy Now?
• Neutral Sentiment: NextEra’s proposed $67 billion Dominion Energy acquisition remains uncertain. Investor commentary highlights pressure from higher interest rates, inflation and weaker sentiment toward renewable-energy stocks, while the deal’s regulatory outcome remains unresolved. NextEra Energy Faces Uncertainty Over Its Proposed Acquisition
• Neutral Sentiment: A former NextEra public-affairs executive joined AIB Data Centers, a move that is not expected to materially affect NEE’s near-term financial results but underscores competition for data-center and infrastructure expertise. Former NextEra Veteran Joins AIB to Lead Public Affairs and Community Engagement
• Negative Sentiment: KeyCorp slightly reduced its FY2028 EPS forecast to $4.70 from $4.73, signaling modestly lower expected earnings power. NextEra Energy Stock Earnings Estimates Lowered by KeyCorp
• Negative Sentiment: A $4 million donation connected to President Trump’s proposed ballroom has drawn watchdog criticism while regulators consider the Dominion transaction. The controversy could increase reputational risk and complicate scrutiny of the merger. NextEra’s $4M Trump Ballroom Donation Muddies Dominion Merger Debate
• Negative Sentiment: NextEra’s premium valuation remains a concern despite clean-energy growth prospects, particularly as higher rates pressure capital-intensive utilities and renewable-energy companies. Rising household electricity costs may also increase political and regulatory pressure on the sector. The Average Electric Utility Bill Is $147 a Month

Wall Street Analyst Weigh In

Several equities research analysts have recently issued reports on NEE shares. HC Wainwright restated a "buy" rating on shares of NextEra Energy in a research note on Monday, July 27th. Scotiabank decreased their target price on NextEra Energy from $110.00 to $99.00 and set an "outperform" rating for the company in a research report on Wednesday, September 30th. Wall Street Zen lowered NextEra Energy from a "sell" rating to a "strong sell" rating in a research note on Saturday, October 3rd. Bank of America lowered their target price on NextEra Energy from $95.00 to $93.00 and set a "neutral" rating on the stock in a research note on Monday, July 13th. Finally, Weiss Ratings reissued a "buy (b-)" rating on shares of NextEra Energy in a report on Tuesday, September 8th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and five have issued a Hold rating to the company. According to data from MarketBeat, the company currently has an average rating of "Moderate Buy" and a consensus target price of $99.65.

NextEra Energy Stock Up 1.1%

Shares of NYSE:NEE opened at $79.80 on Friday. The firm has a fifty day moving average price of $81.13 and a two-hundred day moving average price of $86.62. The company has a market cap of $166.47 billion, a price-to-earnings ratio of 20.19, a PEG ratio of 2.43 and a beta of 0.64. The company has a debt-to-equity ratio of 1.45, a current ratio of 0.53 and a quick ratio of 0.44. NextEra Energy, Inc. has a one year low of $74.41 and a one year high of $98.75.

NextEra Energy (NYSE:NEE - Get Free Report) last released 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 firm had revenue of $7.53 billion for the quarter, compared to analysts' expectations of $8.11 billion. NextEra Energy had a net margin of 32.40% and a return on equity of 12.28%. The business's quarterly revenue was up 12.4% on a year-over-year basis. During the same quarter in the prior year, the firm posted $1.05 earnings per share. NextEra Energy has set its FY 2026 guidance at 3.920-4.020 EPS. Analysts anticipate that NextEra Energy, Inc. will post 4.03 EPS for the current fiscal year.

NextEra Energy Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, September 15th. Stockholders of record on Friday, August 28th were issued a dividend of $0.6232 per share. The ex-dividend date of this dividend was Friday, August 28th. This represents a $2.49 annualized dividend and a dividend yield of 3.1%. NextEra Energy's payout ratio is presently 55.96%.

About NextEra Energy

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), the company generates, transmits, distributes and sells electricity to customers across Florida. FPL serves residential, commercial and industrial customers and operates a diverse generation portfolio that includes natural gas, solar, nuclear and other resources.

NextEra Energy's other major business, NextEra Energy Resources, develops, owns and operates energy projects in the United States and Canada.

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