Here’s What Made SCCM Value Equity Fund Add NextEra Energy (NEE) to Its Portfolio

2 days ago 4

Soumya Eswaran

Wed, November 19, 2025 astatine 7:33 AM CST 3 min read

Cullen Capital Management, LLC, operating nether the name Schafer Cullen Capital Management, Inc. (SCCM), has released its “SCCM Value Equity Strategy” third-quarter capitalist letter. A transcript of the missive tin beryllium downloaded here. The US equity marketplace continued the rally successful the 3rd quarter, with the S&P 500 returning 8.1% and the Russell 1000 Value surging 5.3%. The worth equity strategy returned 6.9% (gross of fees) and 6.8% (net of fees) successful the quarter, portion the Russell 1000 Value and S&P 500 returned 5.3% and 8.1%, respectively, during the aforesaid period. The strategy returned 13.0% (gross), YTD, compared to the Russell 1000 Value’s +11.7% instrumentality and the S&P 500’s +14.8% return. In addition, you tin cheque the fund’s apical 5 holdings to find its champion picks for 2025.

In its third-quarter 2025 capitalist letter, SCCM Value Equity Strategy highlighted stocks specified arsenic NextEra Energy, Inc. (NYSE:NEE). NextEra Energy, Inc. (NYSE:NEE) generates, transmits, distributes, and sells electrical powerfulness to retail and wholesale customers. The one-month instrumentality of NextEra Energy, Inc. (NYSE:NEE) was 2.17%, and its shares gained 10.09% of their worth implicit the past 52 weeks. On November 18, 2025, NextEra Energy, Inc. (NYSE:NEE) banal closed astatine $84.64 per share, with a marketplace capitalization of $176.27 billion.

SCCM Value Equity Strategy stated the pursuing regarding NextEra Energy, Inc. (NYSE:NEE) successful its 3rd 4th 2025 capitalist letter:

"NextEra Energy, Inc. (NYSE:NEE) was purchased successful the Value Equity strategy. NextEra is simply a Florida-based regulated inferior (70% of revenue) and renewables institution (30% of revenue). The company's rate-regulated inferior is located successful regions with beardown economical and colonisation maturation with a supportive regulator that has approved above-average ROE levels and beardown complaint basal growth. Its portfolio of star and upwind assets has seen sizeable maturation done semipermanent contracted assets and the thrust toward cleanable vigor generation. Despite the roll-back of national renewable subsidiaries, the outgo of star and upwind procreation has fallen substantially and the institution is capitalizing connected the accelerated maturation of procreation and transmission demand. The valuation of the banal is presently astatine the Utilities' assemblage mean astatine 19x guardant net with a 2.8% dividend yield."

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NextEra Energy, Inc. (NYSE:NEE) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. According to our database, 66 hedge money portfolios held NextEra Energy, Inc. (NYSE:NEE) astatine the extremity of the 2nd quarter, compared to 75 successful the erstwhile quarter. While we admit the imaginable of NextEra Energy, Inc. (NYSE:NEE) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.