Perigon Wealth Management LLC Has $9.29 Million Holdings in NextEra Energy, Inc. $NEE

03 Apr 2026, 11:10 by Tristan Rich · The Markets Daily

Perigon Wealth Management LLC lessened its position in NextEra Energy, Inc. (NYSE:NEE – Free Report) by 10.9% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 115,757 shares of the utilities provider’s stock after selling 14,150 shares during the quarter. Perigon Wealth Management LLC’s holdings in NextEra Energy were worth $9,293,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently bought and sold shares of NEE. Assenagon Asset Management S.A. grew its position in shares of NextEra Energy by 1,765.3% in the third quarter. Assenagon Asset Management S.A. now owns 3,968,305 shares of the utilities provider’s stock valued at $299,567,000 after purchasing an additional 3,755,563 shares during the last quarter. Danica Pension Livsforsikringsaktieselskab acquired a new position in shares of NextEra Energy during the 3rd quarter worth about $177,198,000. Amundi lifted its position in shares of NextEra Energy by 16.7% during the 3rd quarter. Amundi now owns 12,461,783 shares of the utilities provider’s stock worth $1,012,129,000 after purchasing an additional 1,780,881 shares during the last quarter. Adage Capital Partners GP L.L.C. boosted its stake in NextEra Energy by 181.9% during the 2nd quarter. Adage Capital Partners GP L.L.C. now owns 2,185,513 shares of the utilities provider’s stock valued at $151,718,000 after purchasing an additional 1,410,200 shares during the period. Finally, Danske Bank A S acquired a new stake in NextEra Energy in the 3rd quarter valued at approximately $88,262,000. Institutional investors and hedge funds own 78.72% of the company’s stock.

Analysts Set New Price Targets

Several research analysts have commented on NEE shares. Jefferies Financial Group lifted their price target on NextEra Energy from $87.00 to $92.00 and gave the stock a “hold” rating in a research report on Tuesday. Weiss Ratings cut NextEra Energy from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Tuesday, February 17th. Mizuho set a $90.00 target price on shares of NextEra Energy and gave the stock a “neutral” rating in a research report on Wednesday, January 28th. BMO Capital Markets set a $95.00 target price on shares of NextEra Energy in a research note on Thursday, January 29th. Finally, BTIG Research reissued a “buy” rating and issued a $103.00 price target on shares of NextEra Energy in a report on Wednesday, January 28th. Two analysts have rated the stock with a Strong Buy rating, thirteen have given a Buy rating and four have issued a Hold rating to the company. According to MarketBeat.com, NextEra Energy currently has a consensus rating of “Moderate Buy” and a consensus target price of $94.72.

Check Out Our Latest Analysis on NextEra Energy

NextEra Energy Trading Up 0.4%

NextEra Energy stock opened at $93.22 on Friday. The business has a 50 day moving average price of $91.18 and a two-hundred day moving average price of $84.78. The company has a quick ratio of 0.49, a current ratio of 0.60 and a debt-to-equity ratio of 1.35. The stock has a market cap of $194.23 billion, a price-to-earnings ratio of 28.33 and a beta of 0.74. NextEra Energy, Inc. has a 12 month low of $61.72 and a 12 month high of $95.91.

NextEra Energy (NYSE:NEE – Get Free Report) last announced its quarterly earnings data on Tuesday, January 27th. The utilities provider reported $0.54 earnings per share for the quarter, topping the consensus estimate of $0.53 by $0.01. The company had revenue of $6.50 billion for the quarter, compared to analyst estimates of $7.07 billion. NextEra Energy had a return on equity of 12.18% and a net margin of 24.93%.NextEra Energy’s revenue for the quarter was up 20.7% compared to the same quarter last year. During the same quarter last year, the firm earned $0.53 EPS. As a group, equities analysts forecast that NextEra Energy, Inc. will post 3.68 EPS for the current year.

NextEra Energy Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Monday, March 16th. Shareholders of record on Friday, February 27th were paid a dividend of $0.6232 per share. This is an increase from NextEra Energy’s previous quarterly dividend of $0.57. This represents a $2.49 dividend on an annualized basis and a yield of 2.7%. The ex-dividend date was Friday, February 27th. NextEra Energy’s dividend payout ratio is presently 75.68%.

Insider Activity

In other news, EVP Nicole J. Daggs sold 4,934 shares of the firm’s stock in a transaction dated Friday, March 13th. The shares were sold at an average price of $93.00, for a total transaction of $458,862.00. Following the completion of the transaction, the executive vice president directly owned 16,905 shares of the company’s stock, valued at approximately $1,572,165. This trade represents a 22.59% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO John W. Ketchum sold 99,603 shares of NextEra Energy stock in a transaction dated Monday, February 9th. The shares were sold at an average price of $89.34, for a total transaction of $8,898,532.02. Following the sale, the chief executive officer owned 305,933 shares in the company, valued at approximately $27,332,054.22. This trade represents a 24.56% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 190,816 shares of company stock valued at $17,075,619. 0.20% of the stock is owned by insiders.

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.