NextEra Energy (NYSE:NEE) EVP Ronald Reagan Sells 18,620 Shares

05 Feb 2026, 23:48 by Mitch Edgeman · The Markets Daily

NextEra Energy, Inc. (NYSE:NEE – Get Free Report) EVP Ronald Reagan sold 18,620 shares of NextEra Energy stock in a transaction on Wednesday, February 4th. The shares were sold at an average price of $90.00, for a total value of $1,675,800.00. Following the completion of the transaction, the executive vice president owned 9,643 shares in the company, valued at $867,870. This represents a 65.88% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink.

NextEra Energy Stock Performance

Shares of NEE traded down $0.80 during mid-day trading on Thursday, reaching $89.17. The company had a trading volume of 9,794,226 shares, compared to its average volume of 9,897,421. The stock has a market capitalization of $185.71 billion, a P/E ratio of 27.10, a PEG ratio of 2.75 and a beta of 0.76. NextEra Energy, Inc. has a 52-week low of $61.72 and a 52-week high of $90.69. The stock has a 50 day moving average of $82.74 and a two-hundred day moving average of $79.33. The company has a quick ratio of 0.49, a current ratio of 0.60 and a debt-to-equity ratio of 1.35.

NextEra Energy (NYSE:NEE – Get Free Report) last posted its quarterly earnings results on Tuesday, January 27th. The utilities provider reported $0.54 EPS for the quarter, beating the consensus estimate of $0.53 by $0.01. The firm had revenue of $6.50 billion during the quarter, compared to analysts’ expectations 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 for the quarter was up 20.7% on a year-over-year basis. During the same quarter last year, the firm earned $0.53 earnings per share. On average, analysts expect that NextEra Energy, Inc. will post 3.68 earnings per share for the current year.

Key Stories Impacting NextEra Energy

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

Positive Sentiment: Deal and growth opportunity with Xcel — NextEra signed an agreement/MOU with Xcel to deliver generation solutions and enable large loads across Xcel’s territories, a move that supports utility-scale renewables and potential demand from large customers (including data centers). Xcel Energy and NextEra Energy Agree
Positive Sentiment: AI/data-center angle could lift growth and valuation — coverage highlights NextEra’s push into enabling AI data-center loads via partnerships and grid solutions, which could expand higher-margin opportunities beyond traditional utility revenues. NextEra Energy Targets AI Data Center Growth
Positive Sentiment: Longer-term growth narrative remains attractive to some investors — a bullish piece argues NextEra’s dual business model (regulated utility + clean-energy development) positions it for durable growth that could outperform tech in certain scenarios. Forget Tech Stocks: The Utility Play That Could Outperform Nvidia
Neutral Sentiment: FY‑2025 and FY‑2026 EPS guidance updated — NextEra issued FY25 EPS guidance of $3.620–3.700 (consensus ~3.690) and FY26 EPS guidance of $3.920–4.020 (consensus ~4.00). Ranges roughly straddle consensus, leaving room for interpretation on near-term growth.
Neutral Sentiment: Heightened investor attention — coverage and screen interest (e.g., Zacks) are increasing, which can amplify moves both up and down depending on news flow. Zacks: NEE Attracting Investor Attention
Negative Sentiment: Wyoming wind project canceled — NextEra scrapped a Wyoming wind project amid political obstacles reported by the NYT, a development that reduces near‑term project pipeline and highlights regulatory/political execution risk. NextEra Energy scraps Wyoming wind project amid Trump ‘blockade’ – NYT
Negative Sentiment: Valuation concerns flagged by analysts — commentary arguing NextEra is “back to overvalued” has circulated, pressuring sentiment as the stock trades near its 52-week high. NextEra Energy: Back To Overvalued

Analyst Ratings Changes

NEE has been the topic of a number of analyst reports. TD Cowen started coverage on shares of NextEra Energy in a research report on Thursday, October 16th. They set a “buy” rating and a $98.00 target price on the stock. Mizuho set a $90.00 price target on NextEra Energy and gave the stock a “neutral” rating in a report on Wednesday, January 28th. Morgan Stanley reissued an “overweight” rating and set a $104.00 target price on shares of NextEra Energy in a report on Wednesday, January 21st. Citigroup reiterated a “buy” rating and set a $96.00 price objective (up from $84.00) on shares of NextEra Energy in a research report on Wednesday, October 29th. Finally, BMO Capital Markets set a $95.00 price objective on shares of NextEra Energy in a research note on Thursday, January 29th. Two analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and four have assigned a Hold rating to the company. According to MarketBeat.com, NextEra Energy currently has an average rating of “Moderate Buy” and a consensus target price of $92.95.

Check Out Our Latest Stock Analysis on NEE

Institutional Inflows and Outflows

Hedge funds have recently bought and sold shares of the stock. National Pension Service raised its stake in shares of NextEra Energy by 1.3% during the 3rd quarter. National Pension Service now owns 4,845,447 shares of the utilities provider’s stock worth $365,783,000 after buying an additional 60,324 shares in the last quarter. Synergy Asset Management LLC grew its holdings in NextEra Energy by 286.0% during the 3rd quarter. Synergy Asset Management LLC now owns 22,028 shares of the utilities provider’s stock worth $1,594,000 after acquiring an additional 16,322 shares in the last quarter. Daymark Wealth Partners LLC grew its position in shares of NextEra Energy by 6.5% during the 2nd quarter. Daymark Wealth Partners LLC now owns 45,015 shares of the utilities provider’s stock valued at $3,125,000 after buying an additional 2,767 shares during the last quarter. Y Intercept Hong Kong Ltd raised its holdings in shares of 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 valued at $4,604,000 after buying an additional 23,288 shares during the last quarter. Finally, Hunter Perkins Capital Management LLC bought a new stake in NextEra Energy in the third quarter worth about $3,966,000. 78.72% of the stock is currently owned by institutional investors.

About NextEra Energy

(Get 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.