Mach 1 Financial Group LLC Grows Position in NextEra Energy, Inc. $NEE

21 May 2026, 08:22 by Doug Wharley · The Cerbat Gem

Mach 1 Financial Group LLC boosted its stake in NextEra Energy, Inc. (NYSE:NEE – Free Report) by 178.7% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 17,714 shares of the utilities provider’s stock after buying an additional 11,359 shares during the quarter. Mach 1 Financial Group LLC’s holdings in NextEra Energy were worth $1,422,000 as of its most recent SEC filing.

Several other large investors have also recently made changes to their positions in the business. Brighton Jones LLC increased its holdings in NextEra Energy by 7.0% in the 4th quarter. Brighton Jones LLC now owns 28,282 shares of the utilities provider’s stock worth $2,028,000 after acquiring an additional 1,840 shares during the last quarter. Revolve Wealth Partners LLC boosted its stake in NextEra Energy by 6.5% in the 4th quarter. Revolve Wealth Partners LLC now owns 4,854 shares of the utilities provider’s stock worth $348,000 after purchasing an additional 298 shares during the period. Acadian Asset Management LLC boosted its stake in NextEra Energy by 38.4% in the 1st quarter. Acadian Asset Management LLC now owns 12,542 shares of the utilities provider’s stock worth $887,000 after purchasing an additional 3,479 shares during the period. Sivia Capital Partners LLC boosted its stake in NextEra Energy by 18.1% in the 2nd quarter. Sivia Capital Partners LLC now owns 5,563 shares of the utilities provider’s stock worth $386,000 after purchasing an additional 852 shares during the period. Finally, United Bank boosted its stake in NextEra Energy by 2.9% in the 2nd quarter. United Bank now owns 15,596 shares of the utilities provider’s stock worth $1,083,000 after purchasing an additional 444 shares during the period. 78.72% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

Several brokerages have commented on NEE. TD Cowen raised their target price on NextEra Energy from $99.00 to $101.00 and gave the stock a “buy” rating in a research note on Monday, April 27th. BMO Capital Markets cut their target price on NextEra Energy from $104.00 to $102.00 and set an “outperform” rating for the company in a research note on Monday. BTIG Research restated a “buy” rating and issued a $112.00 target price on shares of NextEra Energy in a research note on Friday, April 24th. Mizuho raised their target price on NextEra Energy from $90.00 to $95.00 and gave the stock a “neutral” rating in a research note on Wednesday, April 15th. Finally, The Goldman Sachs Group raised their target price on NextEra Energy from $94.00 to $98.00 and gave the stock a “buy” rating in a research note on Wednesday, January 28th. One research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and four have given a Hold rating to the company. According to MarketBeat, NextEra Energy has a consensus rating of “Moderate Buy” and an average price target of $99.35.

Get Our Latest Research Report on NEE

Insiders Place Their Bets

In related news, Treasurer James Michael May sold 7,161 shares of the company’s stock in a transaction on Monday, March 9th. The stock was sold at an average price of $90.27, for a total transaction of $646,423.47. Following the completion of the sale, the treasurer owned 26,719 shares in the company, valued at approximately $2,411,924.13. This represents 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 company’s 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 completion of the sale, the executive vice president owned 73,857 shares of the company’s stock, valued at approximately $6,667,071.39. The trade was a 21.03% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 31,767 shares of company stock valued at $2,881,077. 0.18% of the stock is currently owned by corporate insiders.

Key Stories Impacting NextEra Energy

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

Positive Sentiment: NextEra says the Dominion combination could strengthen its long-term growth profile, expand its scale in regulated power, and better position the company to serve surging electricity demand from AI data centers. Giant US power merger bets on AI build-out, but may hinge on power bills
Positive Sentiment: Management has argued the deal should improve affordability and create a stronger credit profile, which could support future earnings growth if regulators approve the transaction. NextEra CEO Ketchum sees Dominion deal boosting energy affordability
Neutral Sentiment: NextEra was also highlighted on CNBC’s “Final Trades,” adding some positive sentiment, but this appears to be a minor catalyst compared with the merger news. Alibaba, NextEra Energy, Transocean And A Real Estate Stock On CNBC’s ‘Final Trades’
Negative Sentiment: Investors are worried the Dominion deal will face a lengthy regulatory review, especially in Virginia, which could delay closing and add uncertainty around approvals and execution. NextEra-Dominion Merger Likely Faces Lengthy Virginia Review, RBC Says
Negative Sentiment: The size of the transaction has also sparked skepticism over valuation and sparked shareholder scrutiny, including a class-action style investigation into whether the merger terms are fair to NextEra holders. HAREHOLDER ALERT: The M&A Class Action Firm Announces An Investigation of NextEra Energy, Inc. (NYSE: NEE)
Negative Sentiment: Separately, Reuters reported NextEra will buy Caliber Resource Partners for $1.3 billion and create a shale-focused joint venture, adding another capital allocation item for investors to digest. NextEra to buy Quantum-backed energy firm Caliber, set up US shale JV, sources say

NextEra Energy Stock Down 1.9%

Shares of NYSE NEE opened at $88.32 on Thursday. The business has a 50-day moving average of $92.81 and a 200-day moving average of $87.97. The firm has a market capitalization of $184.19 billion, a price-to-earnings ratio of 22.47, a PEG ratio of 2.64 and a beta of 0.73. NextEra Energy, Inc. has a 12 month low of $63.88 and a 12 month high of $98.75. The company has a current ratio of 0.54, a quick ratio of 0.44 and a debt-to-equity ratio of 1.41.

NextEra Energy (NYSE:NEE – Get Free Report) last announced its quarterly earnings results 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 business had revenue of $6.70 billion for the quarter, compared to analysts’ expectations of $7.43 billion. During the same period in the previous year, the firm earned $0.99 EPS. The business’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. Sell-side analysts expect that NextEra Energy, Inc. will post 4.01 earnings per share for the current fiscal year.

NextEra Energy Profile

(Free Report)

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.