Cullen Capital Administration, LLC, working below the title Schafer Cullen Capital Administration, Inc. (SCCM), has launched its “SCCM Worth Fairness Technique” third-quarter investor letter. A replica of the letter will be downloaded right here. The US fairness market continued the rally within the third quarter, with the S&P 500 returning 8.1% and the Russell 1000 Worth surging 5.3%. The worth fairness technique returned 6.9% (gross of charges) and 6.8% (internet of charges) within the quarter, whereas the Russell 1000 Worth and S&P 500 returned 5.3% and eight.1%, respectively, throughout the identical interval. The technique returned 13.0% (gross), YTD, in comparison with the Russell 1000 Worth’s +11.7% return and the S&P 500’s +14.8% return. As well as, you may test the fund’s prime 5 holdings to find out its finest picks for 2025.
In its third-quarter 2025 investor letter, SCCM Worth Fairness Technique highlighted shares resembling NextEra Vitality, Inc. (NYSE:NEE). NextEra Vitality, Inc. (NYSE:NEE) generates, transmits, distributes, and sells electrical energy to retail and wholesale clients. The one-month return of NextEra Vitality, Inc. (NYSE:NEE) was 2.17%, and its shares gained 10.09% of their worth over the past 52 weeks. On November 18, 2025, NextEra Vitality, Inc. (NYSE:NEE) inventory closed at $84.64 per share, with a market capitalization of $176.27 billion.
SCCM Worth Fairness Technique acknowledged the next relating to NextEra Vitality, Inc. (NYSE:NEE) in its third quarter 2025 investor letter:
“NextEra Vitality, Inc. (NYSE:NEE) was bought within the Worth Fairness technique. NextEra is a Florida-based regulated utility (70% of income) and renewables firm (30% of income). The corporate’s rate-regulated utility is positioned in areas with robust financial and inhabitants progress with a supportive regulator that has permitted above-average ROE ranges and robust fee base progress. Its portfolio of photo voltaic and wind belongings has seen appreciable progress by way of long-term contracted belongings and the drive towards clear vitality era. Regardless of the roll-back of federal renewable subsidiaries, the price of photo voltaic and wind era has fallen considerably and the corporate is capitalizing on the speedy progress of era and transmission demand. The valuation of the inventory is presently on the Utilities’ sector common at 19x ahead earnings with a 2.8% dividend yield.”
NextEra Vitality, Inc. (NYSE:NEE) isn’t on our record of 30 Most Standard Shares Amongst Hedge Funds. Based on our database, 66 hedge fund portfolios held NextEra Vitality, Inc. (NYSE:NEE) on the finish of the second quarter, in comparison with 75 within the earlier quarter. Whereas we acknowledge the potential of NextEra Vitality, Inc. (NYSE:NEE) as an funding, we consider sure AI shares supply higher upside potential and carry much less draw back threat. When you’re in search of an especially undervalued AI inventory that additionally stands to profit considerably from Trump-era tariffs and the onshoring development, see our free report on the finest short-term AI inventory.
