Stevens Capital Management LP Takes Position in NextEra Energy, Inc. $NEE

Key Points

• Stevens Capital Management initiated a new position in NextEra Energy in Q4, buying 22,548 shares (~$1.81M), while institutional investors now own about 78.72% of the company.
• NextEra reported $1.09 EPS (beat by $0.06) but missed revenue expectations ($6.70B vs. $7.43B), and set FY2026 guidance of 3.92–4.02 EPS.
• Analysts rate the stock a consensus "Moderate Buy" with an average price target of $98.70, the company raised its quarterly dividend to $0.6232 (annualized $2.49, 2.6% yield), and insiders have recently sold material stakes (CEO sold 99,603 shares; insiders sold ~131,370 shares worth $11.78M in the last 90 days).

Stevens Capital Management LP acquired a new stake in NextEra Energy, Inc. (NYSE:NEE - Free Report) in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm acquired 22,548 shares of the utilities provider's stock, valued at approximately $1,810,000.

Other institutional investors have also recently added to or reduced their stakes in the company. Laurel Wealth Advisors LLC acquired a new stake in shares of NextEra Energy during the 4th quarter valued at approximately $25,000. Strive Asset Management LLC acquired a new stake in shares of NextEra Energy in the 3rd quarter worth approximately $29,000. Quest 10 Wealth Builders Inc. grew its holdings in shares of NextEra Energy by 135.4% in the 4th quarter. Quest 10 Wealth Builders Inc. now owns 379 shares of the utilities provider's stock worth $30,000 after acquiring an additional 218 shares during the period. Joseph Group Capital Management purchased a new position in NextEra Energy in the 4th quarter valued at approximately $32,000. Finally, Lodestone Wealth Management LLC purchased a new position in NextEra Energy in the 4th quarter valued at approximately $33,000. Hedge funds and other institutional investors own 78.72% of the company's stock.

Analyst Upgrades and Downgrades

Several research firms have weighed in on NEE. Erste Group Bank raised NextEra Energy from a "hold" rating to a "buy" rating in a report on Wednesday, February 18th. Mizuho boosted their price objective on shares of NextEra Energy from $90.00 to $95.00 and gave the stock a "neutral" rating in a research report on Wednesday, April 15th. Wells Fargo & Company set a $102.00 price objective on shares of NextEra Energy and gave the company an "overweight" rating in a research note on Friday, April 24th. BTIG Research restated a "buy" rating and set a $112.00 target price on shares of NextEra Energy in a report on Friday, April 24th. Finally, 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 report on Wednesday, January 28th. One research analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and four have issued a Hold rating to the company. Based on data from MarketBeat, NextEra Energy presently has an average rating of "Moderate Buy" and an average price target of $98.70.

NextEra Energy Stock Performance

NYSE NEE opened at $96.24 on Wednesday. The company has a quick ratio of 0.44, a current ratio of 0.54 and a debt-to-equity ratio of 1.41. NextEra Energy, Inc. has a fifty-two week low of $63.88 and a fifty-two week high of $98.75. The business has a fifty day moving average of $92.81 and a 200-day moving average of $87.26. The stock has a market cap of $200.68 billion, a price-to-earnings ratio of 24.49, a price-to-earnings-growth ratio of 2.80 and a beta of 0.73.

NextEra Energy (NYSE:NEE - Get Free Report) last posted its quarterly earnings data on Thursday, April 23rd. The utilities provider reported $1.09 EPS for the quarter, topping analysts' consensus estimates of $1.03 by $0.06. NextEra Energy had a return on equity of 12.25% and a net margin of 29.36%.The firm had revenue of $6.70 billion during the quarter, compared to analysts' expectations of $7.43 billion. During the same quarter last year, the business posted $0.99 EPS. The firm's quarterly revenue was up 7.3% compared to the same quarter last year. NextEra Energy has set its FY 2026 guidance at 3.920-4.02 EPS. As a group, analysts predict that NextEra Energy, Inc. will post 4 earnings per share for the current fiscal year.

NextEra Energy Increases Dividend

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

Insider Activity

In related news, EVP Nicole J. Daggs sold 4,934 shares of the firm's stock in a transaction that occurred 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. This trade represents a 22.59% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CEO John W. Ketchum sold 99,603 shares of NextEra Energy stock in a transaction that occurred on 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 sale, the chief executive officer directly owned 305,933 shares of the company's stock, valued at $27,332,054.22. The trade was a 24.56% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have sold 131,370 shares of company stock valued at $11,779,609. 0.18% of the stock is owned by corporate insiders.

Key Headlines Impacting NextEra Energy

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

• Positive Sentiment: DA Davidson raised its price target to $105 and maintained a Buy rating, signaling analyst confidence and providing upside to the stock. DA Davidson raises price target on NextEra Energy to $105 from $95, keeps buy/add rating
• Positive Sentiment: NextEra is advancing plans for two Japan-backed natural gas-fired plants to serve data centers and expects to finalize agreements within months — a direct play on rising data-center power demand and grid reliability needs. Why NextEra Energy (NEE) Is Betting on Gas, Nuclear, and Data Center Demand
• Positive Sentiment: Broader coverage highlights that AI growth shifts the bottleneck from chips to power infrastructure (substations, transformers, turbines) — a structural tailwind for utilities and project owners like NextEra that can supply capacity to hyperscalers. The Real AI Trade May Not Be Software. It May Be Power Equipment
• Neutral Sentiment: NextEra scheduled senior management investor meetings across May–June to reaffirm long-term growth expectations presented at its April earnings call, improving transparency but not delivering new guidance. NextEra Energy to meet with investors throughout May and June
• Neutral Sentiment: An article on dividend growers mentions several companies that raised payouts; it’s unclear whether NextEra is a featured dividend increaser in that piece, so impact on NEE is uncertain. These 4 Dividend Growers Have Already Declared 10% Dividend Increases
• Negative Sentiment: Analysis from Altimetry/MarketBeat argues NextEra may fall behind specialist firms in capitalizing on the AI power boom, a cautionary note that could cap multiple expansion if widely adopted by investors. 3 Energy Stocks to Buy and 2 to Avoid as AI Power Demand Explodes (NEE)

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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