NextEra Energy, Inc. $NEE Shares Sold by First National Bank of Mount Dora Trust Investment Services

Key Points

• First National Bank of Mount Dora Trust Investment Services cut its NextEra Energy stake by 68.8% in the first quarter, selling 35,956 shares and retaining 16,319 shares valued at approximately $1.52 million. Institutional investors collectively own 78.72% of NEE.
• NextEra Energy reported quarterly EPS of $1.15, exceeding analyst expectations of $1.11, while revenue rose 12.4% year over year to $7.53 billion. The company provided fiscal 2026 EPS guidance of $3.92–$4.02.
• The company declared a quarterly dividend of $0.6232 per share, equivalent to an annualized $2.49 dividend and a 2.9% yield. Analysts maintain a consensus “Moderate Buy” rating with an average price target of $99.36, compared with a recent share price of $87.14.

First National Bank of Mount Dora Trust Investment Services reduced its position in NextEra Energy, Inc. (NYSE:NEE - Free Report) by 68.8% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 16,319 shares of the utilities provider's stock after selling 35,956 shares during the quarter. First National Bank of Mount Dora Trust Investment Services' holdings in NextEra Energy were worth $1,516,000 as of its most recent SEC filing.

Several other hedge funds have also made changes to their positions in NEE. Laurel Wealth Advisors LLC acquired a new position in shares of NextEra Energy in the fourth quarter valued at approximately $25,000. Anfield Capital Management LLC boosted its position in NextEra Energy by 692.3% in the 4th quarter. Anfield Capital Management LLC now owns 309 shares of the utilities provider's stock valued at $25,000 after buying an additional 270 shares during the period. Wealth Watch Advisors INC boosted its position in NextEra Energy by 223.8% in the 4th quarter. Wealth Watch Advisors INC now owns 327 shares of the utilities provider's stock valued at $26,000 after buying an additional 226 shares during the period. Osbon Capital Management LLC acquired a new position in shares of NextEra Energy in the fourth quarter worth $27,000. Finally, Strive Asset Management LLC purchased a new stake in shares of NextEra Energy during the third quarter worth $29,000. Institutional investors and hedge funds own 78.72% of the company's stock.

NextEra Energy Stock Performance

Shares of NEE opened at $87.14 on Monday. The company has a market capitalization of $181.75 billion, a price-to-earnings ratio of 19.58, a price-to-earnings-growth ratio of 2.38 and a beta of 0.67. NextEra Energy, Inc. has a 52-week low of $69.24 and a 52-week high of $98.75. The company has a quick ratio of 0.44, a current ratio of 0.53 and a debt-to-equity ratio of 1.45. The stock has a 50 day moving average price of $87.30 and a 200 day moving average price of $89.83.

NextEra Energy (NYSE:NEE - Get Free Report) last issued its quarterly earnings data 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. NextEra Energy had a net margin of 32.40% and a return on equity of 12.28%. The business had revenue of $7.53 billion during the quarter, compared to the consensus estimate of $8.11 billion. During the same quarter in the previous year, the firm earned $1.05 EPS. The company's revenue was up 12.4% compared to the same quarter last year. NextEra Energy has set its FY 2026 guidance at 3.920-4.020 EPS. Research analysts predict that NextEra Energy, Inc. will post 4.01 EPS for the current fiscal year.

NextEra Energy Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, September 15th. Investors of record on Friday, August 28th will be given a $0.6232 dividend. The ex-dividend date of this dividend is Friday, August 28th. This represents a $2.49 dividend on an annualized basis and a yield of 2.9%. NextEra Energy's payout ratio is 55.96%.

Analyst Upgrades and Downgrades

Several research firms recently commented on NEE. Morgan Stanley reissued an "overweight" rating and set a $116.00 target price on shares of NextEra Energy in a research note on Wednesday, July 22nd. HSBC lifted their price objective on NextEra Energy from $103.00 to $106.00 and gave the company a "buy" rating in a research note on Tuesday, April 28th. Wells Fargo & Company set a $102.00 target price on shares of NextEra Energy and gave the stock an "overweight" rating in a research note on Friday, April 24th. HC Wainwright reaffirmed a "buy" rating on shares of NextEra Energy in a report on Monday, July 27th. Finally, JPMorgan Chase & Co. boosted their price target on shares of NextEra Energy from $100.00 to $105.00 and gave the stock an "overweight" rating in a report on Wednesday, May 13th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating and six have issued a Hold rating to the company. Based on data from MarketBeat, the company has a consensus rating of "Moderate Buy" and an average price target of $99.36.

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.

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.