Ag2R la Mondiale Gestion D'Actifs 13F: Adds $3.6M to NEE Stake

On October 26, 2026, Ag2R la Mondiale Gestion D'Actifs boosted its stake in NextEra Energy, Inc. (NEE) by 47,164 shares. This brings the total number of shares held to 138,596, valued at about $10.5 million according to its latest Form 13F filing with the SEC.

NEE NextEra Energy, Inc.

$82.10 ▲ +3.66% year to date

1M 3M YTD

Daily close · Oct 23, 2026

Where NextEra Energy Fits in Ag2R la Mondiale's Portfolio

Ag2R la Mondiale's position in NextEra Energy now accounts for 0.69% of its total portfolio, which is valued at approximately $1.52 billion. The increase of 51.58% in shares shows a significant commitment to this utility company.

Other Institutional Activity in NextEra Energy

Several other funds have recently adjusted their positions in NextEra Energy. IFM Investors added 53,081 shares, bringing its total to 644,024 shares valued at about $48.8 million. Verity & Verity increased its stake by 10,424 shares, totaling 302,581 shares worth approximately $22.9 million. Quilter also boosted its holdings by 79,742 shares, now holding 1,113,266 shares valued at around $84.3 million.

NextEra Energy, Inc. Stock Down 0.1%

NextEra Energy closed at $82.04 on October 26, 2026. Recently, it traded around $82.03, which is about equal to its event-day closing price. The stock is currently above its 50-day moving average but below its 200-day moving average.

Recent Earnings

NextEra Energy reported trailing twelve-month revenue of approximately $28.8 billion, with an earnings per share (EPS) of $5.55. The next earnings report is scheduled for January 27, 2027.

Dividend

NextEra Energy pays an annual dividend of $2.49 per share, which gives it a yield of about 3.04%. The dividend payout ratio stands at 43.9%.

Insider Buying and Selling at NextEra Energy, Inc.

Recent insider transactions include sales by several officers. Terrell Kirk Crews II sold 19,672 shares at an average price of $90.27 on March 9, 2026, totaling about $1.78 million. James Michael May sold 7,161 shares, also on March 9, for about $646,423. Other officers also sold shares around the same time.

Analysts Set New Price Targets

On October 14, 2026, Morgan Stanley maintained an Overweight rating with a price target of $110, while Barclays set an Equal-Weight rating with a target of $84 on October 19. Bernstein reiterated an Outperform rating with a target of $108 on October 21, 2026.

About NextEra Energy

NextEra Energy, Inc. is a leading energy company based in Juno Beach, Florida. It generates and sells electricity from various sources, including wind and solar, through its subsidiaries. The company's commitment to clean energy is significant in today's market, especially as it continues to expand its footprint in the utility sector.

Bottom Line

Ag2R la Mondiale's increased stake in NextEra Energy reflects its confidence in the utility sector. Investors should keep an eye on the upcoming earnings report on January 27, 2027, as well as future filings for more insights on institutional interest in this stock.