Quilter 13F: Adds $6M to NextEra Energy (NEE) Stake

Quilter increased its position in NextEra Energy, Inc. NEE by 7.7% during the quarter, according to a Form 13F filing with the SEC on October 21, 2026. The firm purchased an additional 79,742 shares of the utility provider, bringing its total ownership to 1,113,266 shares. The reported value of the holding reached $84,318,767 at the time of the report. NextEra Energy shares closed at $78.28 on the filing date.

NEE NextEra Energy, Inc.

$78.25 ▼ -1.20% year to date

1M 3M YTD

Daily close · Oct 21, 2026

Other Institutional Activity in NextEra Energy

Other large financial firms adjusted their holdings in NextEra Energy around the same reporting period. Franklin Resources, Inc. trimmed its position in the utility, reducing its holdings by 2,075,250 shares or 4.5%. That left Franklin Resources with 44,455,018 shares valued at about $3,479,938,754.

NextEra Energy, Inc. Stock Up 1.5%

NextEra Energy recently traded around $78.26 as of October 22, 2026, putting the share price roughly even with its close on the filing date. The stock sits below its 50-day moving average of $80.76 and below its 200-day moving average of $87.25. Over the past year, shares have ranged from a low of $74.41 to a high of $98.75.

Recent Earnings

For its trailing twelve-month period, NextEra Energy generated $28,700,002,560 in revenue with earnings of $5.55 per share. The company reported a net profit margin of 32.4% and a return on equity of 11.7%. Year-over-year revenue growth stood at 12.4%.

Dividend

NextEra Energy pays an annual dividend rate of $2.49 per share, giving the stock a dividend yield of 3.18%. The company directs 53.5% of its earnings toward dividend payments to shareholders.

Insider Buying and Selling at NextEra Energy, Inc.

Company insiders completed several stock sales earlier in the year. On March 9, 2026, officer Terrell Kirk Crews II sold 19,672 shares at $90.27 apiece for a total of $1,775,791. Treasurer James Michael May sold 7,161 shares on the same day at $90.27 per share, totaling $646,423. Officer Mark Lemasney also sold 3,845 shares on March 9, 2026, at $90.27 each for $347,088. Later, on March 13, 2026, officer Nicole J Daggs sold 4,934 shares at $93.00 per share, totaling $458,862.

Analysts Set New Price Targets

Analyst firms updated their outlooks on NextEra Energy through October 2026. On October 6, Mizuho maintained its neutral rating and lowered its price target to $80.00 from $95.00. Morgan Stanley maintained an overweight rating on October 14, adjusting its target from $111.00 to $110.00. Barclays kept an equal-weight rating on October 19 while lowering its target from $91.00 to $84.00. BMO Capital maintained an outperform rating on October 20 with an adjusted target of $88.00 down from $93.00. On October 21, Bernstein reiterated an outperform rating with a $108.00 target. Overall, the stock carries a consensus buy rating and a mean price target of $95.37.

About NextEra Energy

Headquartered in Juno Beach, Florida, NextEra Energy generates, transmits, and sells electric power across North America. The company operates through its regulated electric utility in Florida alongside clean energy operations that produce electricity from solar, wind, nuclear, and natural gas sources.

Bottom Line

Institutional investors continue to adjust large positions in the utility sector as market conditions shift. Investors tracking NextEra Energy can monitor upcoming financial reports and institutional disclosures to spot further portfolio shifts from major asset managers.