Pekao Towarzystwo Funduszy Inwestycyjnych S.A. Purchases Shares of 11,217 NextEra Energy, Inc. $NEE

Key Points

• Pekao Towarzystwo Funduszy Inwestycyjnych S.A. purchased 11,217 shares of NextEra Energy in Q4 (≈$901K), and other institutions also added positions—hedge funds and institutional investors now own about 78.72% of the stock.
• NextEra slightly beat EPS ($0.54 vs. $0.53) with revenue up 20.7% year‑over‑year but below estimates, and the company raised its quarterly dividend to $0.6232 (annualized $2.49, ~2.7% yield); market cap is ≈$191.8B with a P/E around 28.
• Analyst sentiment is mixed‑positive—several upgrades and higher targets (UBS to $104) support a "Moderate Buy" consensus ($95.33), but some warn of near‑term earnings risk and insiders have sold roughly 190,816 shares in the past 90 days.

Pekao Towarzystwo Funduszy Inwestycyjnych S.A. purchased a new stake in shares of NextEra Energy, Inc. (NYSE:NEE - Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm purchased 11,217 shares of the utilities provider's stock, valued at approximately $901,000.

A number of other large investors have also added to or reduced their stakes in the company. Asset Management One Co. Ltd. raised its position in NextEra Energy by 7.8% during the fourth quarter. Asset Management One Co. Ltd. now owns 1,079,127 shares of the utilities provider's stock valued at $86,623,000 after purchasing an additional 77,743 shares in the last quarter. Benson Investment Management Company Inc. raised its position in NextEra Energy by 1.0% during the fourth quarter. Benson Investment Management Company Inc. now owns 80,085 shares of the utilities provider's stock valued at $6,429,000 after purchasing an additional 815 shares in the last quarter. OLD Second National Bank of Aurora raised its position in NextEra Energy by 6.2% during the fourth quarter. OLD Second National Bank of Aurora now owns 39,892 shares of the utilities provider's stock valued at $3,203,000 after purchasing an additional 2,331 shares in the last quarter. River Street Advisors LLC increased its holdings in shares of NextEra Energy by 15.9% in the fourth quarter. River Street Advisors LLC now owns 21,645 shares of the utilities provider's stock worth $1,738,000 after buying an additional 2,974 shares during the period. Finally, Patriot Financial Group Insurance Agency LLC increased its holdings in shares of NextEra Energy by 182.8% in the fourth quarter. Patriot Financial Group Insurance Agency LLC now owns 12,280 shares of the utilities provider's stock worth $986,000 after buying an additional 7,938 shares during the period. Hedge funds and other institutional investors own 78.72% of the company's stock.

More NextEra Energy News

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 Up 0.2%

Shares of NYSE:NEE opened at $91.99 on Friday. NextEra Energy, Inc. has a 1 year low of $63.64 and a 1 year high of $96.21. The company has a market cap of $191.82 billion, a PE ratio of 27.96, a P/E/G ratio of 2.69 and a beta of 0.74. The company has a debt-to-equity ratio of 1.35, a current ratio of 0.60 and a quick ratio of 0.49. The stock's 50-day moving average is $92.30 and its 200 day moving average is $86.40.

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

NextEra Energy Increases Dividend

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

Analyst Upgrades and Downgrades

Several research analysts have recently commented on the company. UBS Group lifted their price objective on NextEra Energy from $91.00 to $104.00 and gave the stock a "buy" rating in a report on Thursday, March 5th. Mizuho lifted their price objective on NextEra Energy from $90.00 to $95.00 and gave the stock a "neutral" rating in a report on Wednesday. Erste Group Bank upgraded NextEra Energy from a "hold" rating to a "buy" rating in a report on Wednesday, February 18th. Weiss Ratings downgraded NextEra Energy from a "buy (b-)" rating to a "hold (c+)" rating in a report on Tuesday, February 17th. Finally, Wall Street Zen downgraded NextEra Energy from a "hold" rating to a "sell" rating in a report on Saturday, March 28th. 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 stock. According to data from MarketBeat, NextEra Energy presently has an average rating of "Moderate Buy" and a consensus target price of $95.33.

Insider Activity at NextEra Energy

In related news, CEO John W. Ketchum sold 99,603 shares of the business's stock in a transaction dated 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 transaction, the chief executive officer owned 305,933 shares in the company, valued at $27,332,054.22. The trade was a 24.56% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, EVP Charles E. Sieving sold 30,000 shares of the business'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 transaction, the executive vice president owned 167,481 shares in the company, valued at approximately $15,073,290. This represents a 15.19% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 190,816 shares of company stock worth $17,075,619 over the last 90 days. 0.18% of the stock is owned by insiders.

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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