SBI Okasan Asset Management Co.Ltd. Invests $1.44 Million in NextEra Energy, Inc. $NEE

29 May 2026, 07:52 by Teresa Graham · The Cerbat Gem

SBI Okasan Asset Management Co.Ltd. purchased a new position in shares of NextEra Energy, Inc. (NYSE:NEE – Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor purchased 17,910 shares of the utilities provider’s stock, valued at approximately $1,438,000.

Several other hedge funds have also made changes to their positions in NEE. Wedbush Securities Inc. raised its holdings in NextEra Energy by 24.8% in the third quarter. Wedbush Securities Inc. now owns 64,158 shares of the utilities provider’s stock valued at $4,843,000 after acquiring an additional 12,738 shares in the last quarter. Varma Mutual Pension Insurance Co raised its holdings in NextEra Energy by 5.0% in the third quarter. Varma Mutual Pension Insurance Co now owns 326,193 shares of the utilities provider’s stock valued at $24,624,000 after acquiring an additional 15,600 shares in the last quarter. National Pension Service raised its holdings in NextEra Energy by 1.3% in the third quarter. National Pension Service now owns 4,845,447 shares of the utilities provider’s stock valued at $365,783,000 after acquiring an additional 60,324 shares in the last quarter. Indivisible Partners acquired a new stake in NextEra Energy in the fourth quarter valued at approximately $1,355,000. Finally, Jones Financial Companies Lllp raised its holdings in NextEra Energy by 7.3% in the third quarter. Jones Financial Companies Lllp now owns 849,352 shares of the utilities provider’s stock valued at $64,373,000 after acquiring an additional 57,711 shares in the last quarter. Institutional investors and hedge funds own 78.72% of the company’s stock.

Insider Transactions at NextEra Energy

In other news, EVP Nicole J. Daggs sold 4,934 shares of the firm’s stock in a transaction that occurred 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 transaction, the executive vice president directly owned 16,905 shares in the company, valued at approximately $1,572,165. This trade represents a 22.59% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, Treasurer James Michael May sold 7,161 shares of the firm’s stock in a transaction that occurred 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 transaction, the treasurer owned 26,719 shares in the company, valued at approximately $2,411,924.13. This trade represents a 21.14% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 31,767 shares of company stock worth $2,881,077. Insiders own 0.18% of the company’s stock.

NextEra Energy Stock Performance

Shares of NextEra Energy stock opened at $87.25 on Friday. The firm has a market capitalization of $181.94 billion, a P/E ratio of 22.20, a P/E/G ratio of 2.57 and a beta of 0.73. NextEra Energy, Inc. has a 52 week low of $66.77 and a 52 week high of $98.75. The company has a quick ratio of 0.44, a current ratio of 0.54 and a debt-to-equity ratio of 1.41. The firm’s 50 day moving average is $92.33 and its two-hundred day moving average is $88.23.

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, beating the consensus estimate of $1.03 by $0.06. The company had revenue of $6.70 billion for the quarter, compared to analyst estimates 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 was up 7.3% on a year-over-year basis. During the same period in the prior year, the firm posted $0.99 earnings per share. NextEra Energy has set its FY 2026 guidance at 3.920-4.02 EPS. Research analysts forecast that NextEra Energy, Inc. will post 4.01 EPS for the current fiscal year.

NextEra Energy Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Monday, June 15th. Stockholders of record on Friday, June 5th will be given a dividend of $0.6232 per share. The ex-dividend date is Friday, June 5th. This represents a $2.49 dividend on an annualized basis and a dividend yield of 2.9%. NextEra Energy’s dividend payout ratio (DPR) is 63.36%.

Analyst Upgrades and Downgrades

A number of research firms have weighed in on NEE. DA Davidson raised their price target on NextEra Energy from $95.00 to $105.00 and gave the company a “buy” rating in a research note on Tuesday, May 5th. UBS Group raised their price target on NextEra Energy from $91.00 to $104.00 and gave the company a “buy” rating in a research note on Thursday, March 5th. Weiss Ratings upgraded NextEra Energy from a “buy (b-)” rating to a “buy (b)” rating in a research note on Tuesday. BTIG Research restated a “buy” rating and issued a $112.00 price target on shares of NextEra Energy in a research note on Friday, April 24th. Finally, TD Cowen raised their price target on NextEra Energy from $99.00 to $101.00 and gave the company a “buy” rating in a research note on Monday, April 27th. One 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’s stock. According to MarketBeat.com, NextEra Energy currently has a consensus rating of “Moderate Buy” and an average target price of $99.20.

Check Out Our Latest Stock Analysis on NextEra Energy

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.