Global Trust Asset Management LLC Purchases 14,601 Shares of NextEra Energy, Inc. $NEE

04 Apr 2026, 07:30 by Renee Jackson · The Cerbat Gem

Global Trust Asset Management LLC raised its holdings in NextEra Energy, Inc. (NYSE:NEE – Free Report) by 32.9% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 59,024 shares of the utilities provider’s stock after acquiring an additional 14,601 shares during the period. NextEra Energy comprises about 1.9% of Global Trust Asset Management LLC’s investment portfolio, making the stock its 13th largest holding. Global Trust Asset Management LLC’s holdings in NextEra Energy were worth $4,738,000 at the end of the most recent quarter.

Other large investors also recently modified their holdings of the company. Vanguard Group Inc. boosted its holdings in shares of NextEra Energy by 0.4% in the third quarter. Vanguard Group Inc. now owns 213,799,521 shares of the utilities provider’s stock valued at $16,139,726,000 after buying an additional 922,500 shares during the period. Legal & General Group Plc raised its holdings in shares of NextEra Energy by 2.3% during the third quarter. Legal & General Group Plc now owns 16,787,191 shares of the utilities provider’s stock worth $1,267,265,000 after acquiring an additional 373,088 shares during the period. Amundi lifted its position in NextEra Energy by 16.7% in the 3rd quarter. Amundi now owns 12,461,783 shares of the utilities provider’s stock valued at $1,012,129,000 after acquiring an additional 1,780,881 shares in the last quarter. CIBC Private Wealth Group LLC lifted its position in NextEra Energy by 1.9% in the 3rd quarter. CIBC Private Wealth Group LLC now owns 7,585,666 shares of the utilities provider’s stock valued at $572,642,000 after acquiring an additional 141,081 shares in the last quarter. Finally, Sumitomo Mitsui Trust Group Inc. boosted its stake in NextEra Energy by 1.8% in the 3rd quarter. Sumitomo Mitsui Trust Group Inc. now owns 4,953,009 shares of the utilities provider’s stock worth $373,903,000 after purchasing an additional 89,586 shares during the period. 78.72% of the stock is currently owned by institutional investors.

Insiders Place Their Bets

In other NextEra Energy news, Treasurer James Michael May sold 7,161 shares of NextEra Energy stock in a transaction on Monday, March 9th. The shares were sold at an average price of $90.27, for a total transaction of $646,423.47. Following the completion of the transaction, the treasurer directly owned 26,719 shares of the company’s stock, valued at $2,411,924.13. The trade was a 21.14% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, EVP Nicole J. Daggs sold 4,934 shares of the company’s stock in a transaction 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 completion of the transaction, the executive vice president owned 16,905 shares in the company, valued at approximately $1,572,165. This represents a 22.59% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 190,816 shares of company stock worth $17,075,619 in the last quarter. Company insiders own 0.20% of the company’s stock.

Analysts Set New Price Targets

Several analysts have issued reports on the company. Erste Group Bank raised NextEra Energy from a “hold” rating to a “buy” rating in a research note on Wednesday, February 18th. UBS Group increased their price objective on NextEra Energy from $91.00 to $104.00 and gave the stock a “buy” rating in a report on Thursday, March 5th. BMO Capital Markets set a $95.00 target price on NextEra Energy in a research report on Thursday, January 29th. Argus set a $92.00 target price on NextEra Energy and gave the company a “buy” rating in a research note on Wednesday, January 28th. Finally, Mizuho set a $90.00 price target on NextEra Energy and gave the stock a “neutral” rating in a research report on Wednesday, January 28th. Two analysts have rated the stock with a Strong Buy rating, thirteen have given a Buy rating and four have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $94.72.

Get Our Latest Stock Report on NEE

NextEra Energy Stock Up 0.1%

NextEra Energy stock opened at $93.22 on Friday. The company has a debt-to-equity ratio of 1.35, a current ratio of 0.60 and a quick ratio of 0.49. The company’s 50-day moving average is $91.35 and its 200-day moving average is $84.93. The firm has a market capitalization of $194.23 billion, a PE ratio of 28.33 and a beta of 0.74. NextEra Energy, Inc. has a fifty-two week low of $61.72 and a fifty-two week high of $95.91.

NextEra Energy (NYSE:NEE – Get Free Report) last announced its quarterly earnings results on Tuesday, January 27th. The utilities provider reported $0.54 earnings per share for the quarter, topping analysts’ consensus estimates of $0.53 by $0.01. The firm had revenue of $6.50 billion for the quarter, compared to the consensus estimate of $7.07 billion. NextEra Energy had a return on equity of 12.18% and a net margin of 24.93%.The business’s revenue was up 20.7% compared to the same quarter last year. During the same quarter in the previous year, the business earned $0.53 earnings per share. Sell-side analysts anticipate that NextEra Energy, Inc. will post 3.68 earnings per share for the current year.

NextEra Energy Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Monday, March 16th. Investors 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 2.7%. The ex-dividend date of this dividend was Friday, February 27th. This is a boost from NextEra Energy’s previous quarterly dividend of $0.57. NextEra Energy’s payout ratio is presently 75.68%.

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.