13,034 NextEra Energy, Inc. $NEE Shares Sold by Cyndeo Wealth Partners LLC

by · The Markets Daily

Cyndeo Wealth Partners LLC lessened its stake in NextEra Energy, Inc. (NYSE:NEE – Free Report) by 9.6% during the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 122,864 shares of the utilities provider’s stock after selling 13,034 shares during the period. Cyndeo Wealth Partners LLC’s holdings in NextEra Energy were worth $9,306,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the stock. Aspiriant LLC raised its holdings in NextEra Energy by 2.9% during the third quarter. Aspiriant LLC now owns 4,935 shares of the utilities provider’s stock worth $374,000 after purchasing an additional 141 shares in the last quarter. Shelton Wealth Management LLC boosted its holdings in NextEra Energy by 9.0% in the 3rd quarter. Shelton Wealth Management LLC now owns 14,094 shares of the utilities provider’s stock valued at $1,067,000 after purchasing an additional 1,164 shares in the last quarter. Pension & Wealth Management Advisors Inc. boosted its holdings in NextEra Energy by 35.7% in the 3rd quarter. Pension & Wealth Management Advisors Inc. now owns 7,971 shares of the utilities provider’s stock valued at $604,000 after purchasing an additional 2,099 shares in the last quarter. Chemistry Wealth Management LLC boosted its holdings in NextEra Energy by 61.2% in the 3rd quarter. Chemistry Wealth Management LLC now owns 4,696 shares of the utilities provider’s stock valued at $356,000 after purchasing an additional 1,782 shares in the last quarter. Finally, Baugh & Associates LLC increased its position in NextEra Energy by 14.2% during the 3rd quarter. Baugh & Associates LLC now owns 82,605 shares of the utilities provider’s stock worth $6,257,000 after purchasing an additional 10,264 shares during the period. 78.72% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

A number of equities research analysts have commented on the company. Sanford C. Bernstein reissued an “outperform” rating and issued a $108.00 target price on shares of NextEra Energy in a report on Monday, July 27th. HC Wainwright reaffirmed a “buy” rating on shares of NextEra Energy in a research note on Monday, July 27th. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of NextEra Energy in a research note on Tuesday, September 8th. Mizuho cut their price target on shares of NextEra Energy from $95.00 to $80.00 and set a “neutral” rating for the company in a report on Tuesday, October 6th. Finally, Scotiabank reduced their price objective on shares of NextEra Energy from $110.00 to $99.00 and set an “outperform” rating for the company in a research note on Wednesday, September 30th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating and five have given a Hold rating to the company. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $99.65.

View Our Latest Analysis on NextEra Energy

Key NextEra Energy News

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

  • Positive Sentiment: AI infrastructure investment offers significant growth potential. NextEra and Brookfield plan to develop a potential $100 billion AI hub in Kentucky, including a 1.8-gigawatt data-center campus, gas-fired generation and battery storage. The project could create substantial long-term electricity demand, although execution and financing remain important considerations. Brookfield, NextEra to Build $100 Billion AI Hub on Cold War Nuclear Site
  • Positive Sentiment: Wells Fargo upgraded NextEra to “strong buy,” providing a favorable analyst signal after the recent pullback. Separately, analysts continue to cite strong clean-energy demand and improving earnings estimates as potential growth drivers. NEE Stock Falls Behind Industry in 3 Months: Should You Buy Now?
  • Neutral Sentiment: NextEra’s proposed $67 billion Dominion Energy acquisition remains uncertain. Investor commentary highlights pressure from higher interest rates, inflation and weaker sentiment toward renewable-energy stocks, while the deal’s regulatory outcome remains unresolved. NextEra Energy Faces Uncertainty Over Its Proposed Acquisition
  • Neutral Sentiment: A former NextEra public-affairs executive joined AIB Data Centers, a move that is not expected to materially affect NEE’s near-term financial results but underscores competition for data-center and infrastructure expertise. Former NextEra Veteran Joins AIB to Lead Public Affairs and Community Engagement
  • Negative Sentiment: KeyCorp slightly reduced its FY2028 EPS forecast to $4.70 from $4.73, signaling modestly lower expected earnings power. NextEra Energy Stock Earnings Estimates Lowered by KeyCorp
  • Negative Sentiment: A $4 million donation connected to President Trump’s proposed ballroom has drawn watchdog criticism while regulators consider the Dominion transaction. The controversy could increase reputational risk and complicate scrutiny of the merger. NextEra’s $4M Trump Ballroom Donation Muddies Dominion Merger Debate
  • Negative Sentiment: NextEra’s premium valuation remains a concern despite clean-energy growth prospects, particularly as higher rates pressure capital-intensive utilities and renewable-energy companies. Rising household electricity costs may also increase political and regulatory pressure on the sector. The Average Electric Utility Bill Is $147 a Month

NextEra Energy Price Performance

Shares of NYSE:NEE opened at $79.80 on Friday. The company has a debt-to-equity ratio of 1.45, a quick ratio of 0.44 and a current ratio of 0.53. The business’s fifty day moving average price is $81.13 and its two-hundred day moving average price is $86.62. The stock has a market cap of $166.47 billion, a PE ratio of 17.93, a price-to-earnings-growth ratio of 2.43 and a beta of 0.64. NextEra Energy, Inc. has a one year low of $74.41 and a one year high of $98.75.

NextEra Energy (NYSE:NEE – Get Free Report) last posted its quarterly earnings data on Friday, July 24th. The utilities provider reported $1.15 EPS for the quarter, topping analysts’ consensus estimates of $1.11 by $0.04. NextEra Energy had a return on equity of 12.28% and a net margin of 32.40%. The firm had revenue of $7.53 billion during the quarter, compared to analysts’ expectations of $8.11 billion. During the same quarter last year, the business posted $1.05 EPS. The firm’s quarterly revenue was up 12.4% compared to the same quarter last year. NextEra Energy has set its FY 2026 guidance at 3.920-4.020 EPS. On average, analysts forecast that NextEra Energy, Inc. will post 4.03 EPS for the current fiscal year.

NextEra Energy Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Tuesday, September 15th. Investors of record on Friday, August 28th were given a dividend of $0.6232 per share. This represents a $2.49 dividend on an annualized basis and a yield of 3.1%. The ex-dividend date of this dividend was Friday, August 28th. NextEra Energy’s dividend payout ratio is 55.96%.

NextEra Energy Profile

(Free Report)

NextEra Energy, Inc is an electric power and energy infrastructure company headquartered in Juno Beach, Florida. Through its principal subsidiary, Florida Power & Light Company (FPL), the company generates, transmits, distributes and sells electricity to customers across Florida. FPL serves residential, commercial and industrial customers and operates a diverse generation portfolio that includes natural gas, solar, nuclear and other resources.

NextEra Energy’s other major business, NextEra Energy Resources, develops, owns and operates energy projects in the United States and Canada.

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