Strs Ohio Has $98.66 Million Stock Holdings in NextEra Energy, Inc. $NEE

Key Points

• Strs Ohio reduced its NextEra Energy stake by 6.6% in the first quarter, selling 74,555 shares and leaving it with 1,062,204 shares valued at about $98.66 million.
• Institutional ownership remains very high at 78.72%, with major investors like Vanguard and Norges Bank holding sizable positions in the utility company.
• Analysts remain broadly positive on NextEra Energy, with a consensus rating of “Moderate Buy” and an average price target of $99.86, while the stock recently traded at $88.24 after a 2.2% move higher.

Strs Ohio trimmed its holdings in shares of NextEra Energy, Inc. (NYSE:NEE - Free Report) by 6.6% in the first quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 1,062,204 shares of the utilities provider's stock after selling 74,555 shares during the quarter. Strs Ohio owned 0.05% of NextEra Energy worth $98,658,000 as of its most recent filing with the SEC.

A number of other institutional investors have also recently bought and sold shares of NEE. Norges Bank bought a new stake in NextEra Energy in the 4th quarter valued at $2,816,327,000. Employees Provident Fund Board acquired a new position in NextEra Energy in the 4th quarter worth $240,840,000. Pictet Asset Management Holding SA increased its holdings in NextEra Energy by 47.3% during the 4th quarter. Pictet Asset Management Holding SA now owns 9,254,022 shares of the utilities provider's stock worth $742,913,000 after purchasing an additional 2,972,924 shares in the last quarter. Danica Pension Livsforsikringsaktieselskab bought a new position in NextEra Energy during the 3rd quarter worth about $177,198,000. Finally, Vanguard Group Inc. raised its stake in shares of NextEra Energy by 1.0% in the 4th quarter. Vanguard Group Inc. now owns 216,033,697 shares of the utilities provider's stock valued at $17,343,185,000 after purchasing an additional 2,234,176 shares during the period. Institutional investors own 78.72% of the company's stock.

Analysts Set New Price Targets

NEE has been the topic of a number of research reports. BTIG Research restated a "buy" rating and issued a $112.00 price target on shares of NextEra Energy in a report on Friday, April 24th. UBS Group lifted their target price on NextEra Energy from $91.00 to $104.00 and gave the company a "buy" rating in a research report on Thursday, March 5th. Scotiabank lifted their target price on NextEra Energy from $102.00 to $110.00 and gave the company a "sector perform" rating in a research report on Friday, April 24th. Wall Street Zen upgraded NextEra Energy from a "sell" rating to a "hold" rating in a research note on Saturday, June 20th. Finally, Mizuho upped their price target on NextEra Energy from $90.00 to $95.00 and gave the stock a "neutral" rating in a research report on Wednesday, April 15th. Two research analysts have rated the stock with a Strong Buy rating, fifteen have given a Buy rating and five have issued a Hold rating to the stock. Based on data from MarketBeat, the company currently has an average rating of "Moderate Buy" and a consensus target price of $99.86.

NextEra Energy Trading Up 2.2%

Shares of NYSE:NEE opened at $88.24 on Friday. The company's 50-day moving average price is $89.38 and its two-hundred day moving average price is $88.63. The company has a debt-to-equity ratio of 1.41, a current ratio of 0.54 and a quick ratio of 0.44. NextEra Energy, Inc. has a one year low of $69.24 and a one year high of $98.75. The stock has a market capitalization of $184.02 billion, a PE ratio of 22.45, a price-to-earnings-growth ratio of 2.53 and a beta of 0.67.

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. The company had revenue of $6.70 billion during the quarter, compared to the consensus estimate of $7.43 billion. NextEra Energy had a net margin of 29.36% and a return on equity of 12.25%. The company's quarterly revenue was up 7.3% on a year-over-year basis. During the same period in the prior year, the business posted $0.99 EPS. NextEra Energy has set its FY 2026 guidance at 3.920-4.02 EPS. On average, equities analysts forecast that NextEra Energy, Inc. will post 4.01 EPS for the current fiscal year.

NextEra Energy Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Monday, June 15th. Shareholders of record on Friday, June 5th were paid a $0.6232 dividend. This represents a $2.49 dividend on an annualized basis and a yield of 2.8%. The ex-dividend date was Friday, June 5th. NextEra Energy's dividend payout ratio (DPR) is currently 63.36%.

NextEra Energy News Summary

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

• Positive Sentiment: Analysts at Erste Group Bank raised their FY2026 and FY2027 EPS estimates for NextEra Energy, signaling slightly better earnings expectations and supporting the stock’s valuation.
• Positive Sentiment: Zacks highlighted that NextEra’s long-term power purchase agreements, renewable energy backlog, and partnerships with Google Cloud and Meta improve earnings visibility as demand for clean power rises. Article Title
• Positive Sentiment: Coverage tied NextEra to the AI infrastructure trade, arguing that its recent Dominion deal could position it as a key provider of power and infrastructure for data centers. Article Title
• Positive Sentiment: Investor-interest articles also pointed to billionaire Glenn Dubin’s Highbridge Capital naming NextEra among top stocks to buy, reinforcing the stock’s appeal to large institutional and growth-focused investors.
• Neutral Sentiment: Several articles were largely commentary pieces asking whether the market is expecting too much from the stock, suggesting debate remains over how much of the growth story is already priced in.
• Negative Sentiment: One recent market recap noted the shares had a modest pullback in the prior session, showing that short-term volatility is still present even with the longer-term bullish thesis intact.

NextEra Energy Company 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.

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