--- title: "Strategic Wealth Investment Group LLC Takes $12.49 Million Position in NextEra Energy, Inc. $NEE" type: "News" locale: "en" url: "https://longbridge.com/en/news/296760960.md" description: "Strategic Wealth Investment Group LLC acquired a new $12.49 million stake in NextEra Energy (NEE) during Q2, holding 142,330 shares. This makes NEE the fund's 21st largest position, comprising 1.5% of its portfolio. Other institutional investors, including Brighton Jones LLC and Revolve Wealth Partners LLC, also recently increased their holdings in the utility provider." datetime: "2026-08-24T09:04:57.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/296760960.md) - [en](https://longbridge.com/en/news/296760960.md) - [zh-HK](https://longbridge.com/zh-HK/news/296760960.md) generator: "portal-rs" --- # Strategic Wealth Investment Group LLC Takes $12.49 Million Position in NextEra Energy, Inc. $NEE Strategic Wealth Investment Group LLC purchased a new stake in shares of NextEra Energy, Inc. (NYSE:NEE - Free Report) during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund purchased 142,330 shares of the utilities provider's stock, valued at approximately $12,492,000. NextEra Energy makes up approximately 1.5% of Strategic Wealth Investment Group LLC's holdings, making the stock its 21st biggest holding. Get **NextEra Energy** alerts: - Powering Up: NextEra and Brookfield Build an Off-Grid Empire Several other hedge funds have also recently bought and sold shares of NEE. Brighton Jones LLC grew its stake in NextEra Energy by 7.0% during the 4th quarter. Brighton Jones LLC now owns 28,282 shares of the utilities provider's stock valued at $2,028,000 after acquiring an additional 1,840 shares in the last quarter. Revolve Wealth Partners LLC boosted its holdings in shares of NextEra Energy by 6.5% during the fourth quarter. Revolve Wealth Partners LLC now owns 4,854 shares of the utilities provider's stock worth $348,000 after purchasing an additional 298 shares during the period. Acadian Asset Management LLC boosted its holdings in shares of NextEra Energy by 38.4% during the first quarter. Acadian Asset Management LLC now owns 12,542 shares of the utilities provider's stock worth $887,000 after purchasing an additional 3,479 shares during the period. Sivia Capital Partners LLC grew its position in NextEra Energy by 18.1% during the second quarter. Sivia Capital Partners LLC now owns 5,563 shares of the utilities provider's stock valued at $386,000 after purchasing an additional 852 shares in the last quarter. Finally, United Bank grew its position in NextEra Energy by 2.9% during the second quarter. United Bank now owns 15,596 shares of the utilities provider's stock valued at $1,083,000 after purchasing an additional 444 shares in the last quarter. 78.72% of the stock is owned by hedge funds and other institutional investors. ## NextEra Energy Stock Performance NEE opened at $83.71 on Monday. 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 company has a market cap of $174.60 billion, a PE ratio of 18.81, a price-to-earnings-growth ratio of 2.29 and a beta of 0.67. The stock has a 50-day moving average of $87.22 and a 200-day moving average of $89.90. NextEra Energy, Inc. has a 52-week low of $69.24 and a 52-week high of $98.75. - MarketBeat Week in Review – 06/29 - 07/03 NextEra Energy (NYSE:NEE - Get Free Report) last issued its quarterly earnings data on Friday, July 24th. The utilities provider reported $1.15 earnings per share for the quarter, beating 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 business had revenue of $7.53 billion for the quarter, compared to the consensus estimate of $8.11 billion. During the same period last year, the business earned $1.05 EPS. The firm's 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. As a group, equities research analysts forecast that NextEra Energy, Inc. will post 4.01 earnings per share for the current fiscal year. ## NextEra Energy Announces Dividend The company also recently declared a quarterly dividend, which will be paid on Tuesday, September 15th. Stockholders of record on Friday, August 28th will be given a $0.6232 dividend. The ex-dividend date of this dividend is Friday, August 28th. This represents a $2.49 dividend on an annualized basis and a dividend yield of 3.0%. NextEra Energy's dividend payout ratio (DPR) is currently 55.96%. ## Analyst Upgrades and Downgrades - NextEra’s Dominion Deal Could Put It at the Center of the AI Power Race A number of equities research analysts have issued reports on the stock. TD Cowen increased their target price on shares of NextEra Energy from $99.00 to $101.00 and gave the stock a "buy" rating in a research report on Monday, April 27th. DA Davidson boosted their price target on shares of NextEra Energy from $95.00 to $105.00 and gave the company a "buy" rating in a report on Tuesday, May 5th. Erste Group Bank lowered NextEra Energy from a "buy" rating to a "hold" rating in a report on Thursday, June 25th. BMO Capital Markets lifted their price objective on NextEra Energy from $94.00 to $96.00 and gave the company an "outperform" rating in a research report on Monday, July 27th. Finally, Evercore restated an "outperform" rating and issued a $107.00 target price on shares of NextEra Energy in a research note on Monday, May 4th. Seventeen investment analysts have rated the stock with a Buy rating and six have given a Hold rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of "Moderate Buy" and a consensus target price of $100.33. **Read Our Latest Analysis on NEE** ## About NextEra Energy (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. ## See Also - Five stocks we like better than NextEra Energy - VIG, VYM, and VYMI: Which Vanguard Dividend ETF Is Right for You? - 3 Closed-End Funds to Maximize Dividend Payments - Rocket Lab's Sell-Off Is Fading—Is It Finally Safe to Buy? - $27 Billion in Buybacks: 3 Stocks Betting Their Strong Runs Aren’t Over **Want to see what other hedge funds are holding NEE?** Visit HoldingsChannel.com to get the latest 13F filings and insider trades for NextEra Energy, Inc. (NYSE:NEE - Free Report). *This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.* Continue following MarketBeat Add MarketBeat as your preferred source on Google to see our latest stories in your feed. Add As Preferred Source ## Should You Invest $1,000 in NextEra Energy Right Now? Before you consider NextEra Energy, you'll want to hear this. MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and NextEra Energy wasn't on the list. While NextEra Energy currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys. 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