Sandro Wealth Management LLC Acquires Shares of 21,147 NextEra Energy, Inc. $NEE

Key Points

• Sandro Wealth Management bought a new stake of 21,147 NextEra shares in Q4 valued at about $1.70 million, making NEE its 26th-largest position and about 1.4% of the firm's holdings.
• Significant insider selling: Treasurer James Michael May and EVP Terrell Kirk Crews II sold 7,161 and 19,672 shares respectively on March 9 at ~$90.27, and insiders sold 179,990 shares (~$16.16M) over the last quarter.
• Company fundamentals remain solid: NextEra reported a strong Q1 with $6.70B revenue and EPS beat, set FY2026 guidance of $3.92–4.02, and raised its quarterly dividend to $0.6232 (annualized $2.49, ~2.6% yield) amid a generally positive analyst backdrop.

Sandro Wealth Management LLC bought a new stake in shares of NextEra Energy, Inc. (NYSE:NEE - Free Report) in the 4th quarter, according to its most recent filing with the SEC. The institutional investor bought 21,147 shares of the utilities provider's stock, valued at approximately $1,698,000. NextEra Energy comprises 1.4% of Sandro Wealth Management LLC's holdings, making the stock its 26th biggest position.

Several other institutional investors and hedge funds also recently made changes to their positions in NEE. Laurel Wealth Advisors LLC purchased a new position in shares of NextEra Energy during the 4th quarter valued at approximately $25,000. Strive Asset Management LLC purchased a new position in shares of NextEra Energy during the 3rd quarter valued at approximately $29,000. Quest 10 Wealth Builders Inc. boosted its stake in shares of NextEra Energy by 135.4% during the 4th quarter. Quest 10 Wealth Builders Inc. now owns 379 shares of the utilities provider's stock valued at $30,000 after buying an additional 218 shares during the last quarter. Joseph Group Capital Management purchased a new position in shares of NextEra Energy during the 4th quarter valued at approximately $32,000. Finally, Lodestone Wealth Management LLC purchased a new position in shares of NextEra Energy during the 4th quarter valued at approximately $33,000. 78.72% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity

In related news, Treasurer James Michael May sold 7,161 shares of NextEra Energy stock in a transaction dated Monday, March 9th. The stock was sold at an average price of $90.27, for a total transaction of $646,423.47. Following the transaction, the treasurer directly owned 26,719 shares of the company's stock, valued at $2,411,924.13. The trade was a 21.14% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Terrell Kirk Crews II sold 19,672 shares of NextEra Energy stock in a transaction dated 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 transaction, the executive vice president directly owned 73,857 shares in the company, valued at approximately $6,667,071.39. The trade was a 21.03% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 179,990 shares of company stock valued at $16,155,409 over the last quarter. Insiders own 0.18% of the company's stock.

Trending Headlines about NextEra Energy

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

Wall Street Analysts Forecast Growth

NEE has been the subject of several research analyst reports. Argus set a $92.00 target price on NextEra Energy and gave the company a "buy" rating in a research note on Wednesday, January 28th. Seaport Research Partners reduced their target price on NextEra Energy from $56.00 to $55.00 and set a "sell" rating for the company in a research note on Monday, February 2nd. BMO Capital Markets restated an "outperform" rating and set a $104.00 price objective (up from $99.00) on shares of NextEra Energy in a research note on Monday. Scotiabank raised their price objective on NextEra Energy from $102.00 to $110.00 and gave the stock a "sector perform" rating in a research note on Friday, April 24th. Finally, Wall Street Zen cut NextEra Energy from a "hold" rating to a "sell" rating in a research note on Saturday, March 28th. One investment analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and four have issued a Hold rating to the stock. According to MarketBeat.com, NextEra Energy has an average rating of "Moderate Buy" and an average target price of $97.63.

NextEra Energy Price Performance

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

NextEra Energy (NYSE:NEE - Get Free Report) last issued its quarterly 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. The company had revenue of $6.70 billion for the quarter, compared to analyst estimates of $7.43 billion. NextEra Energy had a return on equity of 12.25% and a net margin of 29.36%.The company's quarterly revenue was up 7.3% compared to the same quarter last year. During the same period last year, the company earned $0.99 earnings per share. NextEra Energy has set its FY 2026 guidance at 3.920-4.02 EPS. Equities analysts anticipate that NextEra Energy, Inc. will post 4 EPS for the current year.

NextEra Energy Increases Dividend

The company also recently announced 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 of this dividend was Friday, February 27th. This is an increase from NextEra Energy's previous quarterly dividend of $0.57. This represents a $2.49 dividend on an annualized basis and a yield of 2.6%. NextEra Energy's dividend payout ratio is presently 63.36%.

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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