Burling Wealth Partners LLC Has $6.91 Million Holdings in NextEra Energy, Inc. $NEE

21 May 2026, 06:27 by Doug Wharley · The Cerbat Gem

Burling Wealth Partners LLC lifted its holdings in shares of NextEra Energy, Inc. (NYSE:NEE – Free Report) by 14.2% during the fourth quarter, Holdings Channel.com reports. The firm owned 86,060 shares of the utilities provider’s stock after acquiring an additional 10,683 shares during the quarter. NextEra Energy makes up 1.1% of Burling Wealth Partners LLC’s investment portfolio, making the stock its 24th biggest holding. Burling Wealth Partners LLC’s holdings in NextEra Energy were worth $6,909,000 as of its most recent SEC filing.

Other hedge funds also recently modified their holdings of the company. Wedbush Securities Inc. lifted its holdings in shares of NextEra Energy by 24.8% during the third quarter. Wedbush Securities Inc. now owns 64,158 shares of the utilities provider’s stock worth $4,843,000 after purchasing an additional 12,738 shares during the period. Varma Mutual Pension Insurance Co lifted its holdings in shares of NextEra Energy by 5.0% during the third quarter. Varma Mutual Pension Insurance Co now owns 326,193 shares of the utilities provider’s stock worth $24,624,000 after purchasing an additional 15,600 shares during the period. National Pension Service lifted its holdings in shares of NextEra Energy by 1.3% during the third quarter. National Pension Service now owns 4,845,447 shares of the utilities provider’s stock worth $365,783,000 after purchasing an additional 60,324 shares during the period. Indivisible Partners acquired a new position in shares of NextEra Energy during the fourth quarter worth $1,355,000. Finally, Y Intercept Hong Kong Ltd raised its stake in NextEra Energy by 61.8% during the third quarter. Y Intercept Hong Kong Ltd now owns 60,985 shares of the utilities provider’s stock worth $4,604,000 after buying an additional 23,288 shares during the last quarter. Institutional investors and hedge funds own 78.72% of the company’s stock.

Insider Buying and Selling at NextEra Energy

In other NextEra Energy news, EVP Nicole J. Daggs sold 4,934 shares of NextEra Energy stock in a transaction on Friday, March 13th. The shares were sold at an average price of $93.00, for a total value of $458,862.00. Following the completion of the sale, the executive vice president directly owned 16,905 shares of the company’s stock, valued at approximately $1,572,165. The trade was a 22.59% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, EVP Terrell Kirk Crews II sold 19,672 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 $1,775,791.44. Following the completion of the sale, the executive vice president directly owned 73,857 shares of the company’s stock, valued at approximately $6,667,071.39. This trade represents a 21.03% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 31,767 shares of company stock valued at $2,881,077. Corporate insiders own 0.18% of the company’s stock.

NextEra Energy Trading Down 1.9%

NEE opened at $88.32 on Thursday. NextEra Energy, Inc. has a 1-year low of $63.88 and a 1-year 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. The company has a market cap of $184.19 billion, a P/E ratio of 22.47, a price-to-earnings-growth ratio of 2.64 and a beta of 0.73. The company has a fifty day moving average price of $92.81 and a two-hundred day moving average price of $87.97.

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, beating the consensus estimate of $1.03 by $0.06. NextEra Energy had a net margin of 29.36% and a return on equity of 12.25%. The firm had revenue of $6.70 billion during the quarter, compared to the consensus estimate of $7.43 billion. During the same period in the previous year, the firm posted $0.99 earnings per share. The business’s 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. Analysts predict that NextEra Energy, Inc. will post 4.01 EPS for the current fiscal year.

Analysts Set New Price Targets

A number of brokerages recently weighed in on NEE. Seaport Research Partners lowered their target price on shares of NextEra Energy from $56.00 to $55.00 and set a “sell” rating for the company in a research note on Monday, February 2nd. BTIG Research reissued a “buy” rating and set a $112.00 target price on shares of NextEra Energy in a research note on Friday, April 24th. Weiss Ratings raised shares of NextEra Energy from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Monday, April 27th. Morgan Stanley reissued an “overweight” rating and set a $115.00 target price (up from $107.00) on shares of NextEra Energy in a research note on Tuesday. Finally, Scotiabank lifted their target price on shares of NextEra Energy from $102.00 to $110.00 and gave the stock a “sector perform” rating in a research note on Friday, April 24th. One research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating and four have assigned a Hold rating to the company’s stock. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $99.35.

View Our Latest Research Report on NextEra Energy

Trending Headlines about 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 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.