PFA Pension Forsikringsaktieselskab Makes New $105.21 Million Investment in NextEra Energy, Inc. $NEE

Key Points

• PFA Pension bought a new position of 1,306,466 shares in NextEra Energy valued at about $105.21 million, representing roughly 0.06% of the company.
• NextEra reported a strong Q1 with $6.70 billion in revenue, net income of $2.18 billion and EPS of $1.09 (beating estimates), set FY2026 guidance of 3.92–4.02 EPS, and raised its quarterly dividend to $0.6232 (≈2.6% yield).
• Analysts remain generally positive—MarketBeat shows a consensus "Moderate Buy" with an average price target near $97.63 while several firms have recently raised targets (some up to $112), and institutional ownership is high (~78.7%).

PFA Pension Forsikringsaktieselskab purchased a new position in shares of NextEra Energy, Inc. (NYSE:NEE - Free Report) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 1,306,466 shares of the utilities provider's stock, valued at approximately $105,210,000. PFA Pension Forsikringsaktieselskab owned approximately 0.06% of NextEra Energy as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors have also recently made changes to their positions in the company. Laurel Wealth Advisors LLC purchased a new position in shares of NextEra Energy in the fourth quarter worth $25,000. Quest 10 Wealth Builders Inc. increased its stake in shares of NextEra Energy by 135.4% in the fourth quarter. Quest 10 Wealth Builders Inc. now owns 379 shares of the utilities provider's stock worth $30,000 after buying an additional 218 shares during the period. Strive Asset Management LLC purchased a new position in shares of NextEra Energy in the third quarter worth $29,000. Joseph Group Capital Management purchased a new position in shares of NextEra Energy in the fourth quarter worth $32,000. Finally, Lodestone Wealth Management LLC purchased a new position in shares of NextEra Energy in the fourth quarter worth $33,000. 78.72% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

Several research analysts recently commented on the stock. The Goldman Sachs Group lifted their target price on shares of NextEra Energy from $94.00 to $98.00 and gave the stock a "buy" rating in a research note on Wednesday, January 28th. HSBC lifted their target price on shares of NextEra Energy from $103.00 to $106.00 and gave the stock a "buy" rating in a research note on Tuesday. TD Cowen lifted their price target on shares of NextEra Energy from $99.00 to $101.00 and gave the company a "buy" rating in a report on Monday, April 27th. Argus set a $92.00 price target on shares of NextEra Energy and gave the company a "buy" rating in a report on Wednesday, January 28th. Finally, BMO Capital Markets reiterated an "outperform" rating and issued a $104.00 price target (up from $99.00) on shares of NextEra Energy in a report on Monday. One investment analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and four have assigned a Hold rating to the stock. According to MarketBeat, the company presently has a consensus rating of "Moderate Buy" and an average price target of $97.63.

Key NextEra Energy News

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

• Positive Sentiment: NextEra reported a strong Q1: $6.701B revenues and net income of $2.182B, with EPS more than doubling year‑over‑year; the NRC renewed St. Lucie licenses extending operations into the 2050s/2060s — a win for long‑term capacity and earnings visibility. Article Title
• Positive Sentiment: BTIG raised its price target to $112, signaling continued analyst confidence and providing upside relative to many street targets. Article Title
• Positive Sentiment: Erste Group nudged its FY2027 EPS estimate higher and maintains a Buy, showing incremental upward revisions to the earnings outlook. Article Title
• Positive Sentiment: NextEra is highlighted by hedge‑fund screens and industry lists as a top electrical‑infrastructure/energy name and recently hit new highs, reinforcing momentum and institutional interest. Article Title
• Neutral Sentiment: Broker consensus price target sits near $97.32, which is close to current trading levels and suggests limited near‑term upside implied by the street as a whole. Article Title
• Neutral Sentiment: Technical analysts see consolidation near record highs with bullish patterns that could support further gains if momentum continues. Article Title
• Neutral Sentiment: Sector and thematic pieces (e.g., multi‑energy and top utility lists) keep NEE in investor conversations but are more background than catalysts. Article Title
• Negative Sentiment: Valuation concerns after a ~48% one‑year surge: several articles ask whether NEE is stretched, which could pressure the stock if investors rotate to cheaper names. Article Title
• Negative Sentiment: Comparisons with peers (FE vs. NEE) and valuation writeups highlight relative value trade risks if sentiment shifts or utilities outperform rotationally. Article Title

Insider Activity

In other news, EVP Nicole J. Daggs sold 4,934 shares of the business's stock in a transaction on Friday, March 13th. The shares were sold at an average price of $93.00, for a total transaction of $458,862.00. Following the sale, the executive vice president owned 16,905 shares in the company, valued at approximately $1,572,165. The trade was a 22.59% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, CEO John W. Ketchum sold 99,603 shares of the company'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 completion of the transaction, the chief executive officer owned 305,933 shares in the company, valued at approximately $27,332,054.22. The trade was a 24.56% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 179,990 shares of company stock worth $16,155,409. 0.18% of the stock is currently owned by corporate insiders.

NextEra Energy Stock Performance

Shares of NEE stock opened at $97.04 on Friday. NextEra Energy, Inc. has a 12 month low of $63.88 and a 12 month high of $98.75. The stock has a market cap of $202.37 billion, a PE ratio of 24.69, a price-to-earnings-growth ratio of 2.87 and a beta of 0.73. The company has a current ratio of 0.54, a quick ratio of 0.44 and a debt-to-equity ratio of 1.41. The company's fifty day moving average price is $92.72 and its 200-day moving average price is $87.15.

NextEra Energy (NYSE:NEE - Get Free Report) last announced its earnings results on Thursday, April 23rd. The utilities provider reported $1.09 EPS for the quarter, beating analysts' consensus estimates of $1.03 by $0.06. NextEra Energy had a net margin of 29.36% and a return on equity of 12.25%. The firm had revenue of $6.70 billion for the quarter, compared to analysts' expectations of $7.43 billion. During the same quarter in the previous year, the business posted $0.99 EPS. The company's quarterly revenue was up 7.3% on a year-over-year basis. NextEra Energy has set its FY 2026 guidance at 3.920-4.02 EPS. On average, equities analysts expect that NextEra Energy, Inc. will post 4 EPS for the current fiscal 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 issued a dividend of $0.6232 per share. This is a boost from NextEra Energy's previous quarterly dividend of $0.57. The ex-dividend date was Friday, February 27th. This represents a $2.49 dividend on an annualized basis and a dividend yield of 2.6%. NextEra Energy's dividend payout ratio (DPR) is presently 63.36%.

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.

Want to see what other hedge funds are holding NEE? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for NextEra Energy, Inc. (NYSE:NEE - Free Report).

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.