First Citizens Bank & Trust Co. Lowers Holdings in NextEra Energy, Inc. $NEE

22 Jul 2026, 06:18 by Doug Wharley · The Cerbat Gem

First Citizens Bank & Trust Co. reduced its position in NextEra Energy, Inc. (NYSE:NEE – Free Report) by 10.6% during the 1st quarter, according to its most recent filing with the SEC. The firm owned 48,638 shares of the utilities provider’s stock after selling 5,745 shares during the quarter. First Citizens Bank & Trust Co.’s holdings in NextEra Energy were worth $4,517,000 as of its most recent filing with the SEC.

Other large investors also recently bought and sold shares of the company. Laurel Wealth Advisors LLC purchased a new stake in shares of NextEra Energy in the fourth quarter valued at about $25,000. Anfield Capital Management LLC increased its stake in shares of NextEra Energy by 692.3% during the fourth quarter. Anfield Capital Management LLC now owns 309 shares of the utilities provider’s stock worth $25,000 after acquiring an additional 270 shares during the period. Wealth Watch Advisors INC raised its holdings in NextEra Energy by 223.8% during the fourth quarter. Wealth Watch Advisors INC now owns 327 shares of the utilities provider’s stock worth $26,000 after purchasing an additional 226 shares in the last quarter. Osbon Capital Management LLC acquired a new stake in NextEra Energy in the fourth quarter valued at about $27,000. Finally, Strive Asset Management LLC acquired a new stake in NextEra Energy in the third quarter valued at about $29,000. Hedge funds and other institutional investors own 78.72% of the company’s stock.

NextEra Energy Stock Down 0.3%

NEE stock opened at $87.73 on Wednesday. The company has a current ratio of 0.54, a quick ratio of 0.44 and a debt-to-equity ratio of 1.41. The company’s 50-day moving average price is $87.67 and its 200 day moving average price is $89.35. NextEra Energy, Inc. has a 52 week low of $69.24 and a 52 week high of $98.75. The company has a market cap of $182.95 billion, a P/E ratio of 22.32, a P/E/G ratio of 2.40 and a beta of 0.67.

NextEra Energy (NYSE:NEE – Get Free Report) last issued its earnings results on Thursday, April 23rd. The utilities provider reported $1.09 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.03 by $0.06. NextEra Energy had a net margin of 29.36% and a return on equity of 12.25%. The company had revenue of $6.70 billion during the quarter, compared to analysts’ expectations of $7.43 billion. During the same period last year, the company posted $0.99 earnings per share. 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. On average, research analysts expect that NextEra Energy, Inc. will post 4.01 earnings per share for the current fiscal year.

NextEra Energy Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Monday, June 15th. Investors of record on Friday, June 5th were paid a $0.6232 dividend. This represents a $2.49 annualized dividend and a yield of 2.8%. The ex-dividend date of this dividend was Friday, June 5th. NextEra Energy’s dividend payout ratio (DPR) is presently 63.36%.

Wall Street Analysts Forecast Growth

Several research firms have issued reports on NEE. Morgan Stanley boosted their target price on NextEra Energy from $111.00 to $117.00 and gave the stock an “overweight” rating in a research report on Wednesday, June 24th. Wall Street Zen raised NextEra Energy from a “sell” rating to a “hold” rating in a report on Sunday, July 12th. Jefferies Financial Group set a $94.00 price target on NextEra Energy in a research note on Tuesday, July 14th. Weiss Ratings lowered NextEra Energy from a “buy (b)” rating to a “buy (b-)” rating in a report on Thursday, June 11th. Finally, JPMorgan Chase & Co. increased their price objective on NextEra Energy from $100.00 to $105.00 and gave the stock an “overweight” rating in a research report on Wednesday, May 13th. Two equities research analysts have rated the stock with a Strong Buy rating, fifteen have given a Buy rating and six have issued a Hold rating to the company’s stock. According to MarketBeat, NextEra Energy presently has an average rating of “Moderate Buy” and a consensus target price of $99.32.

Read Our Latest Stock Report on NextEra Energy

Key NextEra Energy News

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

Positive Sentiment: Several recent articles remain constructive on NextEra Energy’s long-term outlook, pointing to rising Florida electricity demand, renewable buildouts, and potential benefits from growing power needs tied to AI and data centers. NextEra Energy (NEE) And New York’s Data Center Pause Put Power Limits In Focus
Positive Sentiment: Wall Street sentiment remains generally favorable, with one note saying NextEra Energy has a margin advantage versus Constellation Energy thanks to a higher dividend yield, stronger net margin, lower beta, and better one-year price performance. NEE vs. CEG: Which Energy Stock Offers Stronger Growth Prospects?
Positive Sentiment: Analysts still see upside even after a price-target cut, since BMO Capital Markets reduced its target to $95 from $102 but kept an “outperform” rating. This suggests confidence in the stock’s medium-term earnings and dividend profile. Benzinga report on BMO Capital Markets target cut
Neutral Sentiment: Commentary around NextEra Energy as a “buy” before earnings reflects a wait-and-see stance, with investors balancing growth opportunities against valuation concerns and gas-project costs. Should You Add NextEra Energy to Your Portfolio Before Q2 Earnings?
Negative Sentiment: Multiple pieces frame NextEra Energy’s valuation as stretched, including one explicitly calling it a “valuation crossroads,” which may be weighing on the shares as investors question whether growth can keep pace with the current price. NextEra Energy (NYSE:NEE) Faces A Valuation Crossroads

About NextEra Energy

(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.