Strs Ohio Sells 13,376 Shares of NextEra Energy, Inc. $NEE

Key Points

• Strs Ohio trimmed its stake in NextEra Energy (NEE) by 1.2%, selling 13,376 shares and retaining 1,136,759 shares worth about $91.26 million, while institutional investors own 78.72% of the company.
• Insiders have been net sellers, offloading 179,990 shares valued at $16.16 million in the past three months — including the Treasurer and an EVP who each cut their holdings by ~21% — leaving insiders with just 0.18% ownership.
• Operational and market outlook: NextEra beat Q1 EPS ($1.09 vs. $1.03) but missed revenue ($6.70B), set FY2026 EPS guidance of 3.92–4.02, raised its quarterly dividend to $0.6232 (annual $2.49, ~2.6% yield), and carries a "Moderate Buy" analyst consensus with a ~$97.63 target while some firms have pushed targets up to $112.

Strs Ohio decreased its position in NextEra Energy, Inc. (NYSE:NEE - Free Report) by 1.2% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 1,136,759 shares of the utilities provider's stock after selling 13,376 shares during the period. Strs Ohio owned 0.05% of NextEra Energy worth $91,259,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. apricus wealth LLC increased its stake in NextEra Energy by 3.8% in the 3rd quarter. apricus wealth LLC now owns 3,272 shares of the utilities provider's stock valued at $247,000 after buying an additional 120 shares during the last quarter. Isthmus Partners LLC increased its stake in shares of NextEra Energy by 1.9% during the 3rd quarter. Isthmus Partners LLC now owns 6,590 shares of the utilities provider's stock worth $497,000 after purchasing an additional 120 shares during the last quarter. Fingerlakes Wealth Management Inc. increased its stake in shares of NextEra Energy by 0.8% during the 3rd quarter. Fingerlakes Wealth Management Inc. now owns 16,215 shares of the utilities provider's stock worth $1,224,000 after purchasing an additional 124 shares during the last quarter. Heritage Wealth Management Inc. increased its stake in shares of NextEra Energy by 1.0% during the 3rd quarter. Heritage Wealth Management Inc. now owns 12,320 shares of the utilities provider's stock worth $930,000 after purchasing an additional 125 shares during the last quarter. Finally, Westmount Partners LLC increased its stake in shares of NextEra Energy by 1.9% during the 4th quarter. Westmount Partners LLC now owns 6,660 shares of the utilities provider's stock worth $535,000 after purchasing an additional 125 shares during the last quarter. Hedge funds and other institutional investors own 78.72% of the company's stock.

Insider Transactions at NextEra Energy

In other NextEra Energy news, Treasurer James Michael May sold 7,161 shares of the business's stock in a transaction dated Monday, March 9th. The shares were sold at an average price of $90.27, for a total value of $646,423.47. Following the transaction, the treasurer owned 26,719 shares in the company, valued at approximately $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 can be accessed through the SEC website. Also, EVP Terrell Kirk Crews II sold 19,672 shares of the business's stock in a transaction dated Monday, March 9th. The shares were sold at an average price of $90.27, for a total transaction of $1,775,791.44. Following the transaction, the executive vice president owned 73,857 shares in the company, valued at $6,667,071.39. This represents a 21.03% decrease in their position. The SEC filing for this sale provides additional information. In the last three months, insiders have sold 179,990 shares of company stock valued at $16,155,409. Company insiders own 0.18% of the company's stock.

NextEra Energy Stock Performance

NYSE NEE opened at $97.04 on Friday. The company has a debt-to-equity ratio of 1.41, a quick ratio of 0.44 and a current ratio of 0.54. The company has a market capitalization of $202.37 billion, a P/E ratio of 24.69, a P/E/G ratio of 2.87 and a beta of 0.73. The company has a fifty day moving average of $92.72 and a 200-day moving average of $87.15. NextEra Energy, Inc. has a 52-week low of $63.88 and a 52-week high of $98.75.

NextEra Energy (NYSE:NEE - Get Free Report) last posted its quarterly earnings results on Thursday, April 23rd. The utilities provider reported $1.09 earnings per share for the quarter, topping the consensus estimate of $1.03 by $0.06. The business 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 firm's revenue for the quarter was up 7.3% on a year-over-year basis. During the same period in the previous year, the firm posted $0.99 earnings per share. NextEra Energy has set its FY 2026 guidance at 3.920-4.02 EPS. As a group, equities research analysts predict that NextEra Energy, Inc. will post 4 EPS for the current fiscal year.

NextEra Energy Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Monday, March 16th. Shareholders of record on Friday, February 27th were given a $0.6232 dividend. The ex-dividend date was Friday, February 27th. This is a positive change from NextEra Energy's previous quarterly dividend of $0.57. This represents a $2.49 dividend on an annualized basis and a dividend yield of 2.6%. NextEra Energy's dividend payout ratio is presently 63.36%.

Key Stories Impacting 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

Analysts Set New Price Targets

Several equities research analysts have recently issued reports on the stock. Morgan Stanley set a $108.00 price target on shares of NextEra Energy and gave the stock an "overweight" rating in a research note on Friday, April 17th. BMO Capital Markets reaffirmed an "outperform" rating and issued a $104.00 price objective (up from $99.00) on shares of NextEra Energy in a report on Monday. Argus set a $92.00 price objective on shares of NextEra Energy and gave the stock a "buy" rating in a report on Wednesday, January 28th. Mizuho raised their price objective on shares of NextEra Energy from $90.00 to $95.00 and gave the stock a "neutral" rating in a report on Wednesday, April 15th. Finally, The Goldman Sachs Group raised their price objective on shares of NextEra Energy from $94.00 to $98.00 and gave the stock a "buy" rating in a report on Wednesday, January 28th. One research analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and four have assigned a Hold rating to the company's stock. According to data from MarketBeat.com, NextEra Energy has an average rating of "Moderate Buy" and a consensus target price of $97.63.

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.

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