NextEra Energy, Inc. $NEE Shares Sold by Summit Wealth Partners LLC

Key Points

• Significant selling: Summit Wealth Partners cut its NextEra stake by 83.5% in Q4 (selling 13,076 shares, leaving 2,581 worth $207,000), and company insiders sold 190,816 shares (~$17.1M) last quarter, leaving insiders with just 0.18% ownership—signaling notable selling pressure.
• Analyst sentiment is broadly positive but mixed: the stock carries a consensus rating of “Moderate Buy” with an average price target of $95.33, while recent targets range up to $108 (e.g., Morgan Stanley), indicating some upside expectations.
• Operational snapshot: NextEra slightly beat EPS ($0.54 vs. $0.53) but missed revenue ($6.50B vs. $7.07B) with revenue up 20.7% YoY, and the company raised its quarterly dividend to $0.6232 (annualized $2.49, ~2.7% yield).

Summit Wealth Partners LLC lessened its holdings in NextEra Energy, Inc. (NYSE:NEE - Free Report) by 83.5% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 2,581 shares of the utilities provider's stock after selling 13,076 shares during the period. Summit Wealth Partners LLC's holdings in NextEra Energy were worth $207,000 as of its most recent SEC filing.

Other institutional investors have also modified their holdings of the company. Elevated Capital Advisors LLC acquired a new stake in NextEra Energy in the 4th quarter valued at about $39,000. Sterling Investment Counsel LLC acquired a new position in shares of NextEra Energy during the fourth quarter worth about $236,000. Global Financial Private Client LLC purchased a new stake in shares of NextEra Energy in the 4th quarter valued at approximately $209,000. Tokio Marine Asset Management Co. Ltd. increased its holdings in NextEra Energy by 1.0% in the fourth quarter. Tokio Marine Asset Management Co. Ltd. now owns 105,154 shares of the utilities provider's stock valued at $8,442,000 after buying an additional 1,005 shares during the last quarter. Finally, Security Financial Services INC. purchased a new position in shares of NextEra Energy in the 4th quarter valued at about $338,000. Institutional investors and hedge funds own 78.72% of the company's stock.

Wall Street Analyst Weigh In

Several brokerages recently commented on NEE. Mizuho lifted their price target on shares of NextEra Energy from $90.00 to $95.00 and gave the stock a "neutral" rating in a research note on Wednesday. BTIG Research reaffirmed a "buy" rating and set a $103.00 price objective on shares of NextEra Energy in a report on Wednesday, January 28th. BMO Capital Markets set a $95.00 target price on NextEra Energy in a research report on Thursday, January 29th. Morgan Stanley set a $108.00 target price on NextEra Energy and gave the company an "overweight" rating in a research report on Friday. Finally, HSBC upped their target price on NextEra Energy from $96.00 to $103.00 and gave the company a "buy" rating in a research report on Monday, February 23rd. Two analysts have rated the stock with a Strong Buy rating, thirteen have given a Buy rating and four have assigned a Hold rating to the company. According to MarketBeat, the stock currently has an average rating of "Moderate Buy" and a consensus price target of $95.33.

Insider Buying and Selling at NextEra Energy

In other NextEra Energy news, EVP Terrell Kirk Crews II sold 19,672 shares of the stock in a transaction on Monday, March 9th. The stock was sold at an average price of $90.27, for a total value of $1,775,791.44. Following the completion of the transaction, the executive vice president owned 73,857 shares in the company, valued at approximately $6,667,071.39. This represents a 21.03% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, EVP Ronald R. Reagan sold 18,620 shares of the firm's stock in a transaction on Wednesday, February 4th. The shares were sold at an average price of $90.00, for a total value of $1,675,800.00. Following the completion of the sale, the executive vice president directly owned 9,643 shares of the company's stock, valued at approximately $867,870. This trade represents a 65.88% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 190,816 shares of company stock worth $17,075,619. 0.18% of the stock is currently owned by company insiders.

Trending Headlines about NextEra Energy

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

• Positive Sentiment: Analyst upgrade: Seeking Alpha highlights a recent rating upgrade for NEE, signaling improved analyst sentiment that can boost investor confidence. NextEra Energy: The Utility Story Just Changed (Rating Upgrade)
• Positive Sentiment: Jefferies raised its price target (from $87 to $92) and cited confidence in NextEra’s long-term earnings trajectory and emerging data-center/storage opportunities — a concrete near‑term analyst endorsement. NextEra (NEE): Jefferies Raises Target as Data Center Deals Come Into View
• Positive Sentiment: Relative strength vs. peers: Zacks' analysis argues NEE has an edge over Duke Energy (DUK)—stronger earnings momentum, higher ROE, lower leverage and better one‑year share gains—supporting a preference for NEE within the utility sector. NextEra Energy vs. Duke Energy: Which Utility Stock Has Better Upside?
• Neutral Sentiment: Long-term thematic support: Coverage framing NEE as a safe way to play the solar/energy-storage boom reinforces structural growth expectations, but this is more medium/long-term than an immediate catalyst. Why NextEra Energy Is a Safe Way to Invest in the Solar Energy Boom
• Neutral Sentiment: Comparative take vs. Southern Company: Two recent pieces compare NextEra and Southern Company, noting very different growth approaches; useful for positioning but not an immediate stock mover unless it triggers flows between names. Utility Stock Showdown: Southern Company vs. NextEra Energy -- Which Is the Better Buy? Utility Stock Showdown: Southern Company vs. NextEra Energy -- Which Is the Better Buy?
• Neutral Sentiment: Valuation/momentum mixed: Recent write-ups note weak short‑term momentum but strong 1‑year returns (~43%), leaving valuation perception mixed and creating both buyers and sellers. A Look At NextEra Energy (NEE) Valuation As Recent Returns Send Mixed Signals
• Negative Sentiment: Earnings risk: Zacks/Yahoo previews warn analysts expect a decline in next reported earnings and say NextEra currently lacks the setup for a likely beat — a near‑term headwind that can pressure the stock around the report. Analysts Estimate NextEra Energy (NEE) to Report a Decline in Earnings: What to Look Out for

NextEra Energy Stock Performance

Shares of NEE stock opened at $91.99 on Friday. The stock has a market capitalization of $191.82 billion, a PE ratio of 27.96, a price-to-earnings-growth ratio of 2.69 and a beta of 0.74. The company has a quick ratio of 0.49, a current ratio of 0.60 and a debt-to-equity ratio of 1.35. The stock's 50-day moving average price is $92.30 and its 200 day moving average price is $86.40. NextEra Energy, Inc. has a 52-week low of $63.64 and a 52-week high of $96.21.

NextEra Energy (NYSE:NEE - Get Free Report) last released its quarterly earnings results on Tuesday, January 27th. The utilities provider reported $0.54 EPS for the quarter, topping the consensus estimate of $0.53 by $0.01. The business had revenue of $6.50 billion during the quarter, compared to analysts' expectations of $7.07 billion. NextEra Energy had a return on equity of 12.18% and a net margin of 24.93%.The company's quarterly revenue was up 20.7% compared to the same quarter last year. During the same quarter in the prior year, the business earned $0.53 earnings per share. As a group, equities research analysts forecast that NextEra Energy, Inc. will post 3.68 EPS for the current year.

NextEra Energy Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Monday, March 16th. Stockholders of record on Friday, February 27th were paid a dividend of $0.6232 per share. This is a positive change from NextEra Energy's previous quarterly dividend of $0.57. The ex-dividend date of this dividend was Friday, February 27th. This represents a $2.49 dividend on an annualized basis and a dividend yield of 2.7%. NextEra Energy's dividend payout ratio (DPR) is currently 75.68%.

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.

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