Verity & Verity 13F: Adds $790K to NextEra Energy (NEE) Stake

Verity & Verity grew its holdings in NextEra Energy, Inc. NEE by 3.5%, adding 10,424 shares to finish the period with 302,581 shares worth approximately $22.9 million. The institutional investor disclosed the portfolio adjustment in a Form 13F filed with the SEC on October 23, 2026.

NEE NextEra Energy, Inc.

$82.10 ▲ +3.66% year to date

1M 3M YTD

Daily close · Oct 23, 2026

What Changed in Verity & Verity's NextEra Energy Position

The fund expanded its previous stake of 292,157 shares by 10,424 units, resulting in a total holding of 302,581 shares. The reported value of the position reached $22,917,485 based on the filing details. The transaction reflects a 3.6% increase for the portfolio in the regulated electric utility provider.

Other Institutional Activity in NextEra Energy

Other major funds also adjusted their exposure to the utility giant during recent reporting windows. Quilter grew its holdings by 79,742 shares, ending with 1,113,266 shares worth about $84.3 million. Annex Advisory Services lowered its stake by 665,542 shares, ending with 45,467 shares worth about $3.4 million. IFM Investors grew its holdings by 53,081 shares, ending with 644,024 shares worth about $48.8 million. DAVENPORT reduced its holdings by 341,087 shares, ending with 1,607,819 shares worth about $121.8 million. Franklin Resources, Inc. cut its holdings by 2,075,250 shares, ending with 44,455,018 shares worth about $3.6 billion.

NextEra Energy, Inc. Stock Up 4.9%

Shares of NextEra Energy closed at $82.10 on October 23, 2026. The stock recently traded around $82.10 as of October 24, 2026. The share price sits below its 52-week high of $98.75 and above its 52-week low of $74.41.

Recent Earnings

NextEra Energy generated $28.8 billion in trailing-twelve-month revenue with earnings of $5.55 per share. The utility provider posted a net profit margin of 40.4% and a return on equity of 14.1%. The company operates through Florida Power & Light Company and NEER segments, supplying power to retail and wholesale customers. The next quarterly earnings report is scheduled for release on January 27, 2027.

Dividend

The company pays an annual dividend rate of $2.49 per share, which translates to a dividend yield of 3.04%. The payout ratio stands at 43.9% of earnings.

Insider Buying and Selling at NextEra Energy, Inc.

Corporate insiders executed several transactions earlier in the year. Terrell Kirk Crews II sold 19,672 shares on March 9, 2026, at an average price of $90.27 for a total value of $1.8 million. James Michael May sold 7,161 shares on March 9, 2026, at $90.27 per share totaling $646,423. Mark Lemasney sold 3,845 shares on March 9, 2026, at $90.27 per share worth $347,088. Nicole J Daggs sold 4,934 shares on March 13, 2026, at $93.00 per share totaling $458,862.

Analysts Set New Price Targets

Wall Street research firms updated their views on the stock ahead of the filing. Morgan Stanley maintained an Overweight rating with a price target of $110.00 on October 14, 2026. Barclays maintained an Equal-Weight rating, lowering its target from $91.00 to $84.00 on October 19, 2026, and later adjusted it to $79.00 on October 23, 2026. BMO Capital maintained an Outperform rating while trimming its target from $93.00 to $88.00 on October 20, 2026. Bernstein reiterated an Outperform rating with a $108.00 target on October 21, 2026. The stock carries a consensus buy recommendation from 19 analysts with a mean price target of $94.58.

About NextEra Energy

Based in Juno Beach, Florida, NextEra Energy generates and distributes electric power across North America. The enterprise produces electricity through clean energy assets including wind, solar, and nuclear power, alongside traditional natural gas generation.

Bottom Line

Verity & Verity holds a sizable position in the utility operator as management prepares for its upcoming earnings release in January 2027. Investors continue to monitor regulatory developments and interest rate trends affecting the broader utilities sector.