NEE Nextera Energy Inc

FirstEnergy Corp. (FE) is enhancing its infrastructure and modernizing its grid through strategic capital investments, positioning the company for continued growth. The company's 'Energize365' platform aims to improve customer experience and service reliability, backed by a planned $28 billion investment from 2025-2029. Despite potential demand volatility, FirstEnergy's stock has outperformed its industry, and analysts project a strong long-term earnings growth rate.

Smith Salley Wealth Management increased its stake in NextEra Energy, Inc. (NYSE:NEE) by 3.9% in the third quarter, acquiring an additional 13,187 shares and bringing its total holdings to 350,912 shares valued at approximately $26.49 million. Institutional investors now own 78.72% of the company's stock, while insiders hold 0.18%, with CEO Armando Pimentel, Jr. having recently sold 145,140 shares. NextEra Energy maintains a "Moderate Buy" consensus rating from analysts with an average target price of $91.56, offers a ~2.8% dividend yield, and reported Q3 earnings of $1.13 EPS, beating consensus estimates.

Great Diamond Partners LLC initiated a new position in NextEra Energy, Inc., purchasing 31,348 shares valued at approximately $2.37 million during the third quarter. NextEra Energy reported strong Q3 earnings, beating analyst estimates with an EPS of $1.13, although revenue slightly missed consensus at $7.97 billion. Insider transactions show CEO Armando Pimentel, Jr. selling a significant portion of his shares, while analysts maintain a "Moderate Buy" consensus rating with a target price of $91.56 for the stock.

Clear Street has increased its price target for Sunrun Inc. (NASDAQ: RUN) to $23 from $21, maintaining a 'Buy' rating due to a significant partnership with NRG Energy and success with new homebuilders. This collaboration, announced on December 16, integrates Sunrun's solar-plus-storage systems with NRG Energy's optimized rate plans, allowing customers to contribute power to Texas's electric grid. Sunrun, America's leading clean energy subscription service, is projected to see an 8% increase in its FY2027 cash generation forecast, reaching $565 million.

Eversource Energy (ES) is presented as a utility stock that, despite a recent downturn, might be an interesting play for value investors seeking stability and dividends. The article explores the company's price drop as a potential opportunity, its dividend appeal, and its pivot towards clean energy, while comparing it to competitors like NextEra Energy. It concludes that ES is a "maybe" stock for those seeking a slow, reliable cash-flow engine with long-term clean energy upside, rather than fast growth or viral hype.

Dominion Energy (D) is a utility stock that is not flashy but could be a steady income producer. After a rough period due to portfolio reshuffling and regulatory hurdles, D is attempting a comeback with a mid-single-digit dividend yield. Investors seeking stability and dividends, rather than rapid growth, might find Dominion Energy an interesting, albeit "boring," addition to their portfolio as it navigates the energy transition.