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Caisse de depot et placement du Quebec bought a new position in NextEra Energy, Inc. (NYSE:NEE – Free Report) during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm bought 3,291,400 shares of the utilities provider’s stock, valued at approximately $288,886,000. Caisse de depot et placement du Quebec owned 0.16% of NextEra Energy at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Anfield Capital Management LLC lifted its stake in shares of NextEra Energy by 692.3% in the 4th quarter. Anfield Capital Management LLC now owns 309 shares of the utilities provider’s stock worth $25,000 after acquiring an additional 270 shares during the period. Kilter Group LLC acquired a new position in shares of NextEra Energy during the 2nd quarter worth about $25,000. Manning & Napier Advisors LLC bought a new stake in NextEra Energy during the 2nd quarter valued at approximately $26,000. Wealth Watch Advisors INC grew its holdings in NextEra Energy by 223.8% in the 4th quarter. Wealth Watch Advisors INC now owns 327 shares of the utilities provider’s stock valued at $26,000 after buying an additional 226 shares during the last quarter. Finally, Osbon Capital Management LLC bought a new position in NextEra Energy in the 4th quarter worth approximately $27,000. Institutional investors and hedge funds own 78.72% of the company’s stock.

Trending Headlines about NextEra Energy Here are the key news stories impacting NextEra Energy this week:

Positive Sentiment: AI-driven power demand is strengthening NextEra’s growth pipeline. The company’s approximately 35.1-gigawatt backlog is benefiting from hyperscalers seeking reliable, quickly deployable electricity for data centers. This could support future renewable generation, storage and transmission investments. Can AI Driven Data Center Growth Continue to Strengthen NEE’s Backlog? Positive Sentiment: NextEra is expanding its Florida gas infrastructure. Chesapeake Utilities agreed to sell a 49% stake in a Florida gas project to NextEra, potentially adding to the company’s regional energy assets and improving its ability to serve rising electricity demand. Chesapeake Utilities sells 49% stake in Florida gas project to NextEra Energy Positive Sentiment: Analysts remain moderately optimistic. Recent coverage says NEE has outperformed the broader utilities sector, supported by its regulated utility base, renewables portfolio and long-term growth opportunities. NextEra Energy Stock: Is NEE Outperforming the Utilities Sector? Neutral Sentiment: NextEra and Dominion Energy are opposing a proposed 60-day extension of the review of their merger application. A faster review could reduce uncertainty, but the dispute highlights continuing regulatory scrutiny. NextEra Energy Pushes Back On 60 Day Merger Review Delay Neutral Sentiment: FPL launched an assistance center offering bill-support programs, including a one-time $200 credit for eligible customers. The initiative may improve customer relations but is unlikely to materially affect near-term earnings. FPL Launches New Assistance Center Negative Sentiment: Valuation commentary suggests NEE may be fully priced for a mature utility. Its strong three-year gain and dividend-discount analysis imply limited near-term upside unless earnings growth accelerates. NextEra Energy Stock Looks Fully Priced for a Mature Utility Negative Sentiment: Erste Group expects weaker earnings for NextEra, which could weigh on sentiment if lower profit expectations challenge the company’s current valuation. Erste Group Bank Expects Weaker Earnings for NextEra Energy Wall Street Analysts Forecast Growth NEE has been the topic of several research analyst reports. Morgan Stanley set a $114.00 price target on shares of NextEra Energy and gave the stock an “overweight” rating in a research report on Friday, August 21st. JPMorgan Chase & Co. boosted their price target on NextEra Energy from $100.00 to $105.00 and gave the company an “overweight” rating in a research note on Wednesday, May 13th. HC Wainwright reaffirmed a “buy” rating on shares of NextEra Energy in a report on Monday, July 27th. Wall Street Zen downgraded NextEra Energy from a “sell” rating to a “strong sell” rating in a research report on Saturday, August 22nd. Finally, Weiss Ratings cut NextEra Energy from a “buy (b)” rating to a “buy (b-)” rating in a research report on Thursday, June 11th. Seventeen investment analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $100.33. Read Our Latest Stock Analysis on NEE

NextEra Energy Price Performance NEE opened at $82.89 on Wednesday. NextEra Energy, Inc. has a one year low of $69.24 and a one year high of $98.75. The company has a debt-to-equity ratio of 1.45, a current ratio of 0.53 and a quick ratio of 0.44. The company’s 50 day simple moving average is $86.81 and its 200-day simple moving average is $89.58. The stock has a market capitalization of $172.89 billion, a P/E ratio of 18.63, a price-to-earnings-growth ratio of 2.25 and a beta of 0.65.

NextEra Energy (NYSE:NEE – Get Free Report) last announced its quarterly earnings data on Friday, July 24th. The utilities provider reported $1.15 earnings per share for the quarter, topping the consensus estimate of $1.11 by $0.04. NextEra Energy had a return on equity of 12.28% and a net margin of 32.40%.The firm had revenue of $7.53 billion during the quarter, compared to analysts’ expectations of $8.11 billion. During the same period in the previous year, the business posted $1.05 EPS. The company’s quarterly revenue was up 12.4% compared to the same quarter last year. NextEra Energy has set its FY 2026 guidance at 3.920-4.020 EPS. Sell-side analysts anticipate that NextEra Energy, Inc. will post 4.01 earnings per share for the current fiscal year.

NextEra Energy Dividend Announcement The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 15th. Stockholders of record on Friday, August 28th will be issued a dividend of $0.6232 per share. This represents a $2.49 annualized dividend and a dividend yield of 3.0%. The ex-dividend date is Friday, August 28th. NextEra Energy’s payout ratio is 55.96%.

NextEra Energy Profile (Free Report)

NextEra Energy, Inc (NYSE: NEE), headquartered in Juno Beach, Florida, is a leading clean energy company with both regulated utility operations and competitive renewable generation businesses. The company’s principal operating subsidiaries include Florida Power & Light Company (FPL), a regulated electric utility serving customers in Florida, and NextEra Energy Resources, which develops, constructs, owns and operates a large portfolio of wind, solar and energy storage projects. Together these businesses provide electricity supply, transmission and distribution services as well as utility-scale renewable generation and related services.

NextEra’s activities cover the full lifecycle of power assets, from project development and construction to operation, maintenance and asset optimization.

See Also Five stocks we like better than NextEra Energy Dutch Bros Sell-Off Creates a Growth Opportunity NVIDIA’s MediaTek Bet Shows How It Plans to Defend Its AI Moat Is Abercrombie & Fitch’s Hot Streak Just Getting Started? Medtronic’s Stars Are Aligning for a Price Recovery Want to see what other hedge funds are holding NEE? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for NextEra Energy, Inc. (NYSE:NEE – Free Report).

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Key Takeaways NextEra Energy gained 12.6% in a year, outpacing its industry and the broader utilities sector.NextEra Energy plans to add 76.6-107.6 GW of renewable capacity from 2026 through 2032.NextEra Energy trades at 19.85X forward earnings versus the industry average of 15.23X. Shares of NextEra Energy (NEE - Free Report) have gained 12.6% in the past year compared with the Zacks Utility - Electric Power industry’s rise of 11.3%. The company has also outperformed the Zacks Utilities sector’s return of 7.1% in the same time frame.

NextEra Energy has seen its share price rise on the back of strong operational performance and a steadily expanding customer base. This continues to drive demand for its services. At the same time, declining interest rates are likely to reduce capital costs, further improving the outlook for this capital-intensive utility.

Rising electricity demand from data centers, AI applications and ongoing electrification, coupled with rising corporate demand for clean energy, creates a strong long-term growth opportunity for the company.

Price Performance (One year)
Image Source: Zacks Investment Research

Another company, Duke Energy Corporation (DUK - Free Report) , has a strong capacity to generate clean electricity. In the past year, shares of Duke Energy have gained 13.7%. The company is making consistent investments to boost its clean energy capacity.

Should you consider adding NEE to your portfolio only based on positive price movements? Let’s delve deeper and find out the factors that can help investors decide whether it is a good entry point to add NEE stock to their portfolio.

What Is Driving NextEra Energy’s Steady Stock Performance?Florida’s strengthening economy is creating additional growth opportunities for NextEra Energy by driving electricity demand. The company is well positioned to serve rising clean-energy needs through continued infrastructure upgrades and system expansion. Moreover, subsidiary Florida Power & Light Company (“FPL”) offers residential electricity rates well below the national average, strengthening its competitive position and supporting continued customer growth. In second-quarter 2026, FPL served more than 90,000 customers compared with the prior-year quarter.

NextEra Energy’s Energy Resources segment continues to expand its renewable energy footprint through sustained clean-energy investments. The company plans to add nearly 76.6-107.6 gigawatts (GW) of renewable generation capacity from 2026 through 2032, while its development backlog of more than 33 GW provides solid visibility into its long-term growth pipeline.

NextEra Energy is leveraging acquisitions and asset rotation to diversify the energy platform beyond its core regulated utility and renewable businesses. In 2026, the company completed the Symmetry acquisition, strengthening its natural gas capabilities for commercial and industrial customers, and acquired Caliber, adding non-operating shale energy interests.

 NextEra Energy also completed the buyout of the remaining minority stake in the Duane Arnold nuclear plant and is targeting a restart by the first quarter of 2029. These transactions enhance NextEra Energy’s upstream, midstream and nuclear capabilities as demand for reliable and flexible power supply increases. The proposed merger with Dominion Energy would further broaden its exposure to regulated utilities, renewables, transmission, natural gas and nuclear assets.

Nearly 89% of NextEra Energy’s customers are residential, with commercial and industrial customers comprising the remainder. The company’s scale, technological capabilities and operating efficiency support consistent returns. Moreover, NEE’s extensive service territory and growing renewable energy portfolio strengthen its market position and provide a sustainable competitive advantage.

NextEra Energy’s Earnings Estimates Moving UpThe Zacks Consensus Estimate for NEE’s 2026 and 2027 earnings per share indicates a year-over-year increase of 8.09% and 8.73%, respectively.

Image Source: Zacks Investment Research

The same for DUK’s 2026 and 2027 earnings per share indicates a year-over-year increase of 6.5% and 6.49%, respectively.

NEE Stock Returns Better Than Its IndustryReturn on equity (“ROE”) is a financial ratio that measures how well a company uses its shareholders’ equity to generate profits. The current ROE of the company indicates that it is using shareholders’ funds more efficiently than peers.

NextEra Energy’s trailing 12-month ROE is 12.28%, ahead of the industry average of 11.4%.

Image Source: Zacks Investment Research

Another utility, Dominion Energy (D - Free Report) , is also making consistent capital investments to expand its clean energy generation assets. Dominion’s ROE is currently pegged at 9.62%, lower than its industry average.

NextEra Energy’s Shares Trading at a PremiumThe company is currently valued at a premium compared with its industry on a forward 12-month P/E basis. NextEra Energy is currently trading at 19.85X compared with the industry average of 15.23X.

Image Source: Zacks Investment Research

Dominion Energy is trading at a P/EF12M of 17.95X, also a premium to the industry it belongs to.

NEE’s Net MarginNet margin measures the percentage of revenue retained as profit after deducting all expenses, taxes and interest. NEE’s net margin is currently pegged at 28.44% compared with the industry’s 15.81%.

Rounding UpNextEra Energy continues to post steady performance, supported by rising clean energy demand across its markets. The company is steadily expanding its clean energy portfolio to address this demand, while Florida’s robust economic growth is creating additional opportunities for long-term utility expansion.

This Zacks Rank #3 (Hold) company is poised to benefit from solid residential customer demand. Improving earnings estimates and a return on equity above the industry average further support the company’s investment appeal.

NextEra Energy is trading at a premium valuation, so it will be wiser for new investors to wait for a more attractive entry point before adding the stock for potential long-term returns.

You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them.

Artificial intelligence workloads are pulling forward a decade of electricity demand growth, and nuclear power is emerging as the always-on backbone hyperscalers actually want to buy. The Department of Energy projects data centers will account for up to 12% of U.S. electrical demand by 2028, and Constellation’s own CEO has told investors that "projected spending levels for 2026 are nearly 75% higher than last year and continue to be revised upward" from hyperscaler customers. That is the setup heading into August.

Here are three US-listed operators with the reactor fleets, gas backup, and signed hyperscaler contracts to monetize that surge. Each pick is thesis-driven, not a trade instruction. Read them as research candidates for anyone building a nuclear-plus-AI power basket.

Constellation Energy (CEG): The Purest Nuclear-AI Play
Constellation Energy (NASDAQ:CEG | CEG Price Prediction) runs the largest US nuclear fleet and is the clearest listed vehicle for pricing hyperscaler power appetite. Shares closed at $282.50 on August 14, giving the stock a market cap of roughly $98.7 billion and a forward P/E near 23. The stock has climbed 9.45% over the past month, even as it sits -19.8% year to date after a huge 2025 run.

The bull case tightened on the Q2 report. Constellation posted adjusted EPS of $2.55 versus a $2.33 estimate and raised FY2026 adjusted EPS guidance to $11.50 to $12.50. The nuclear fleet delivered 44,160 GWh at a 93% capacity factor in Q2. More important for the AI thesis: management signed 920 MW of long-term nuclear PPAs (15 to 20 years) with investment-grade customers beginning 2029 to 2032, and the Crane Clean Energy Center restart is targeting 2027. Wall Street is aligned, with 20 buy or strong buy ratings against 3 holds and an average target of $349.96.

Risk to watch: The Q2 refueling schedule ran 86 outage days versus 41 the prior year, dropping operating income -39% YoY. Illinois’ ZEC program also ends May 2027, and PJM’s capacity market framework is still being finalized.

Vistra (VST): The NVIDIA-Backed Diversified Operator
Vistra (NYSE:VST) closed at $148.13 on August 14, up 5.36% over the past week after the Q2 report and Helix announcement. Forward P/E sits at just 16, and analyst sentiment is unusually one-sided with 19 buy or strong buy ratings and zero holds. The average price target is $221.74.

The headline catalyst is the Helix Digital Infrastructure JV with NVIDIA, KKR, and Kuwait Investment Authority, which designates Vistra as preferred power provider with an initial commitment of up to $1.0 billion. CEO Jim Burke framed the structure as a "rack-to-grid, one-stop-shop solution" for data center customers. Add Meta PPAs signed at the Comanche Peak twin-unit nuclear plant, FERC approval for the pending 5,500 MW Cogentrix gas acquisition, and Q2 Ongoing Ops Adjusted EBITDA of $1.77 billion (+30%+ YoY), and you get a nuclear-plus-gas fleet that hit 97%+ commercial availability during extreme heat. The company is hedged ~100% for 2026 and ~94% for 2027, locking in economics while the AI load ramp arrives.

Risk to watch: Q2 GAAP net income fell -6.73% YoY, hit by $472 million in unrealized MTM hedge losses. That volatility can distort headline earnings even when cash economics improve, and ERCOT forward curves are running meaningfully lower for 2027.

NextEra Energy (NEE): The Diversified Compounder With a Nuclear Restart
NextEra Energy (NYSE:NEE) is the largest name in the group at $179.4 billion market cap, and the only one delivering a real dividend yield alongside the AI story. Shares closed at $86.19 on August 14, up 8.86% year to date and 22.75% over the past year. The dividend yield is 2.77% with committed growth of ~10% annually through 2026, then 6% through 2028.

Q2 delivered adjusted EPS of $1.15 versus $1.10 estimate, the fifth straight beat. The AI pipeline is enormous: FPL has ~21 GW of large-load interest, with 12 GW in advanced discussions. CEO John Ketchum told investors that "every gigawatt of large load under FPL’s approved tariff [is] equivalent to roughly $2 billion of capex". The Duane Arnold nuclear restart is on track for no later than Q1 2029, and the proposed Dominion Energy merger is targeted to close in H2 2027. Management is guiding to 8%+ adjusted EPS CAGR through 2032, then 9%+ through 2035 assuming the Dominion combination closes.

Risk to watch: The Dominion merger has to clear Virginia, North Carolina, South Carolina, FERC, and NRC. Q2 revenue of $7.53 billion missed the $8.15 billion consensus, a reminder that top-line lumpiness happens even when adjusted EPS beats.

The Setup Into September
Each name plays the same theme differently. Constellation is the pure-fleet nuclear operator with hyperscaler PPAs already inked. Vistra pairs baseload nuclear with the fastest-growing gas platform and now has NVIDIA on its cap table via Helix. NextEra brings the biggest customer pipeline, a regulated Florida engine, and an active nuclear restart. Watch PJM’s capacity framework, the ERCOT queue thinning under Governor Abbott, and NextEra’s promised year-end large-load contract announcement. Those three catalysts will tell you whether the August rally in the group has more room to run.

Contact [email protected] for any questions or corrections.

Electric utilities don't typically raise long-term demand forecasts by one-third unless something meaningful has changed. Yet that's exactly what NextEra Energy (NEE -0.28%) did earlier this year when it increased its forecast for large-load demand at Florida Power & Light (FPL) from 6 gigawatts to 8 gigawatts by 2032.

Interestingly, the primary driver here isn't population growth or new housing developments. It's hyperscale data centers and other large industrial customers that need enormous amounts of reliable electricity.

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So many gigawatts Artificial intelligence has created an unprecedented race among hyperscalers to secure power for massive data centers. And those facilities can consume hundreds of megawatts, with the largest campuses eventually requiring more than a gigawatt of capacity. Utilities capable of delivering power quickly and at competitive rates are becoming strategic partners in that build-out, and NextEra believes it's well positioned to benefit.

Management said it now has approximately 21 gigawatts of large-load interest at FPL, with 12 gigawatts already in advanced discussions. A portion of those projects could begin taking service as early as 2028, and the company expects to announce at least one major large-load agreement before the end of this year.

The economics are significant Management estimates that every gigawatt of new large-load demand represents roughly $2 billion in new infrastructure investment. Those projects become part of FPL's regulated business, allowing the company to earn its authorized 10.95% return on equity.

If NextEra ultimately serves the full 8 gigawatts it now expects by 2032, that would translate into roughly $16 billion of new infrastructure investment. Using FPL's authorized capital structure and 10.95% allowed return on equity, those projects could ultimately support more than $1 billion in annual pretax earnings for shareholders once they're fully built and earning regulated returns.

Image source: The Motley Fool.

Checking all the boxes To be sure, NextEra isn't pursuing growth at the expense of existing customers. As part of FPL's new four-year rate agreement, the company created a large-load tariff designed to ensure that hyperscalers and other large customers pay the cost of the infrastructure required to serve them rather than shifting those costs onto residential and business customers. That reduces one of the biggest concerns surrounding data center-driven electricity demand: who ultimately pays for the new transmission lines, substations, and generation capacity.

Worth noting: This extends far beyond just one utility. Electricity demand in the United States is accelerating after years of relatively flat growth. Utilities with available land, a constructive regulatory environment, and the ability to deliver reliable power quickly are likely to capture an outsize share of that investment. NextEra checks all three boxes.

Jeff Siegel has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends NextEra Energy. The Motley Fool has a disclosure policy.

, /PRNewswire/ -- A coalition of energy, infrastructure and utility companies today announced a strategic partnership to develop a data center campus at the U.S. Department of Energy's (DOE) Paducah Site in Western Kentucky. The $100 billion privately-funded project repurposes land at the former enrichment site into a hub for innovation and energy generation.

Once fully constructed in 2032, the campus will support up to 1.8 gigawatts (GW) of utility capacity and over 1.2 GW of compute capacity — backed by up to 4.6 GW of dedicated generation resources paid for and built specifically for the project, protecting customers from costs and fulfilling President Trump's Ratepayer Protection Pledge.

The partnership coalition includes Brookfield, NextEra Energy, Big Rivers Electric Power Corporation, Jackson Purchase Energy Cooperative and Paducah Power System.

"This new campus helps secure our nation's position as a global leader in innovation," said U.S. Energy Secretary Chris Wright. "It's difficult to overestimate the importance of this project. The planning and investment by NextEra Energy and Brookfield provides a crucial roadmap for future projects in the United States by revealing the ability to build world leading infrastructure without passing costs on to surrounding communities."

By pairing the Brookfield data center campus with new power infrastructure, the project is designed to strengthen grid reliability across the region while shielding current residential and small-business electricity ratepayers from additional costs. NextEra Energy will add power generation resources in stages as the campus ramps up, ensuring the data center's growing power needs are met by new supply.

The development is expected to create approximately 8,000 construction jobs and 600 full-time operations jobs.

DOE's former enrichment site proved to be the ideal location for largest economic investment in Kentucky's history. 

"We are intently focused on finding ways to put federal land back to use for American taxpayers," said DOE Assistant Secretary for Environmental Management Tim Walsh. "That commitment is at the heart of our office's American Energy Hubs initiative. Our employees are working with urgency to transform legacy sites that played a key role in the prosperity and success of our nation, like Paducah, into hubs for energy and innovation that keep our nation secure and create new jobs and economic opportunities for the region."

Once an essential component of the nation's atomic energy program, the Paducah Site has long contributed to America's energy security. Due to the scale of its previous operations, the site is already equipped with transmission capacity, water infrastructure, fiber connectivity, roads and land ready to support a project of this magnitude. That existing infrastructure significantly accelerates timelines to begin work on the development. 

Following its Request for Offers in November 2025, DOE selected Brookfield to lease land and develop and operate the data center campus at the Paducah Site. DOE also selected NextEra Energy to build and own the dedicated generation resources to power the campus, including up to 2 GW of natural gas and up to 2.6 GW of battery energy storage systems. The project is subject to negotiation and execution of definitive documentation.

Big Rivers Electric Power Corporation will provide wholesale electric service, Jackson Purchase Energy Cooperative will deliver retail service, and Paducah Power System will serve as a community supporter.

The power service agreement with Big Rivers Electric Power Corporation and Jackson Purchase Energy Cooperative will include additional oversight and approval from the Kentucky Public Service Commission.

A word from Bruce Flatt, CEO of Brookfield: 
"Demand for critical infrastructure that accelerates innovation in the U.S. and supports the economy will need to be met with capital, development capabilities, and additional power generation that benefits local communities. The Department of Energy Paducah Site will be the seed of our plan to invest $100 billion in AI infrastructure, and we are proud to help unlock that potential through responsible investment and long-term stewardship. By advancing this project in line with the White House's Ratepayer Protection Pledge, we are ensuring innovation and affordability go hand in hand with creating high-quality jobs, attracting new investment, and strengthening the local economy."

A word from John Ketchum, chairman, president and CEO of NextEra Energy: 
"This project is a proof point for how AI infrastructure should be built in America. The data center will bring its own power, pay for its own power infrastructure and create good-paying jobs for local workers — and in doing so, it will make the local communities stronger. New jobs, new energy resources, a more reliable grid and not a dollar of added cost on an existing customer's electric bill. The Paducah Site has the infrastructure, the capacity and the legacy to support a project of this scale. We are proud to continue moving forward to power it and do our part to help revitalize the region."

A word from Don Gulley, president and CEO of Big Rivers Electric Corporation: 
"Our members count on us to protect them from risk while planning boldly for the future. We believe this project will provide significant benefits to our members without compromising the affordability or reliability of their electricity. The infrastructure investments required for this project will strengthen reliability, open opportunities for new generation resources and position Western Kentucky as a technology leader."

A word from Greg Grissom, president and CEO of Jackson Purchase Energy Cooperative: 
"As a member-owned cooperative, our priority is always the people and communities we serve. Projects like this have the potential to bring meaningful economic development to our region while safeguarding the electricity our members depend on every day. Jackson Purchase Energy is proud to collaborate with our project partners to deliver long-term value for our members and support the region's future."

A word from Cory Hicks, CEO of Paducah Power System: 
"For generations, the Paducah Site has played a critical role in our nation's energy and national security mission — from its Cold War era legacy to decades of supporting America's defense and industrial capabilities. Today, our same site is helping power what many consider the next great national challenge: the race for advanced computing and artificial intelligence. Paducah Power System is proud to support this new mission of national significance while building a strong economic future for this region."

About Brookfield
Brookfield is a leading global investment firm with more than $1 trillion in assets under management headquartered in New York that owns and operates real assets and essential service businesses that form the backbone of the global economy. We invest on behalf of institutions and individuals around the world across infrastructure, energy, private equity, real estate, and credit—sectors critical to supporting economic growth and productivity. With a heritage spanning more than a century and operations in over 30 countries, we deploy long-term, patient capital to build the foundational assets and businesses that power a more connected, resilient, and sustainable future—seeking to build long-term wealth for our clients while delivering strong risk-adjusted returns for our shareholders.
For more information, please visit our website at www.brookfield.com

About NextEra Energy, Inc.
NextEra Energy, Inc. (NYSE: NEE) is the largest electric power and energy infrastructure company in North America and is a leading provider of electricity to American homes and businesses. Headquartered in Juno Beach, Florida, NextEra Energy is a Fortune 200 company that owns Florida Power & Light Company, America's largest electric utility. NextEra Energy and its affiliated entities are meeting America's growing energy needs with a diverse mix of energy sources, including natural gas, nuclear, renewable energy and battery storage. For more information about NextEra Energy companies, visit: www.NextEraEnergy.com, www.FPL.com, www.NextEraEnergyResources.com.

About Big Rivers Electric Corporation
Big Rivers Electric Corporation is a member-owned, not-for-profit, generation and transmission cooperative. It provides wholesale electric power and shared services to three distribution cooperative Member-Owners across 22 counties in western Kentucky. The Member-Owners are Jackson Purchase Energy Cooperative, headquartered in Paducah; Kenergy Corp, headquartered in Henderson; and Meade County Rural Electric Cooperative Corporation, headquartered in Brandenburg. Together, the Member-Owners distribute retail electric power to more than 120,000 homes, farms, businesses, and industries. Big Rivers owns and operates 936 MW of generating capacity from three power stations. The total power capacity is 1,114 MW, including contracted capacity from the Southeastern Power Administration. High-voltage electric power is delivered to the Member-Owners over a system of 1,353 miles of transmission lines and 29 substations. Big Rivers is regulated by the Kentucky Public Service Commission.

About Jackson Purchase Energy Cooperative
Jackson Purchase Energy Cooperative is a non-profit, member-owned rural electric cooperative headquartered in Paducah, Ky., serving more than 23,000 consumer-members in the Western Kentucky counties Ballard, Carlisle, Graves, Livingston, Marshall, and McCracken. Jackson Purchase Energy is regulated by the Kentucky Public Service Commission.

About Paducah Power System
Serving approximately 22,500 customers with a reliability rate of 99.99%, Paducah Power System has been bringing public power to the citizens of Paducah/McCracken County since September 1961, and more recently a robust fiber network that provides critical infrastructure throughout western Kentucky. The municipal system generates wholesale power at the Prairie State Energy Campus and peaking power at its generation plant in Paducah.

Cautionary Statements and Risk Factors That May Affect Future Results
This news release contains "forward-looking statements" within the meaning of the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. Forward-looking statements are not statements of historical facts, but instead represent the current expectations of NextEra Energy, Inc. (together with its subsidiaries, NextEra Energy) regarding future operating results and other future events, many of which, by their nature, are inherently uncertain and outside of NextEra Energy's control. Forward-looking statements in this news release include, among others, statements concerning growth strategies and development opportunities. In some cases, you can identify the forward-looking statements by words or phrases such as "will," "may result," "expect," "anticipate," "believe," "intend," "plan," "seek," "potential," "projection," "forecast," "predict," "goals," "target," "outlook," "should," "would" or similar words or expressions. You should not place undue reliance on these forward-looking statements, which are not a guarantee of future performance. The future results of NextEra Energy and its business and financial condition are subject to risks and uncertainties that could cause actual results to differ materially from those expressed or implied in the forward-looking statements, or may require it to limit or eliminate certain operations. These risks and uncertainties include, but are not limited to, those discussed in this news release and the following: effects of extensive regulation of NextEra Energy's business operations; inability of NextEra Energy to recover in a timely manner any significant amount of costs, a return on certain assets or a reasonable return on invested capital through base rates, cost recovery clauses, other regulatory mechanisms or otherwise; impact of political, regulatory, operational and economic factors on regulatory decisions important to NextEra Energy; effect of any reductions or modifications to, or elimination of, governmental incentives or policies that support clean energy or changes in or the imposition of additional tax laws, tariffs, duties, policies or other costs or assessments on clean energy or equipment necessary to generate, store or deliver it; impact of new or revised laws, regulations, executive orders, interpretations or constitutional ballot and regulatory initiatives on NextEra Energy; capital expenditures, increased operating costs and various liabilities attributable to environmental laws, regulations and other standards applicable to NextEra Energy; effects on NextEra Energy of federal or state laws or regulations mandating new or additional limits on the production of greenhouse gas emissions; exposure of NextEra Energy to significant and increasing compliance costs and substantial monetary penalties and other sanctions as a result of extensive federal, state and local government regulation of its operations and businesses; effect on NextEra Energy of changes in tax laws, guidance or policies as well as in judgments and estimates used to determine tax-related asset and liability amounts; impact on NextEra Energy of adverse results of litigation; impacts of NextEra Energy of allegations of violations of law; effect on NextEra Energy of failure to proceed with projects under development or inability to complete the construction of (or capital improvements to) electric generation, storage, transmission and distribution facilities, natural gas and oil production and transportation facilities and other facilities on schedule or within budget; impact on development and operating activities of NextEra Energy resulting from risks related to project siting, construction, permitting, governmental approvals and the negotiation of project development agreements, as well as supply chain disruptions; risks involved in the operation and maintenance of electric generation, storage, transmission and distribution facilities, natural gas and oil production and transportation facilities, and other facilities; effect on NextEra Energy of a lack of growth, slower growth or a decline in the number of customers or in customer usage; planned productivity increases and competitive advantages through the use of artificial intelligence technologies may not be realized and the use of and reliance on artificial intelligence may present certain risks; impact on NextEra Energy of severe weather and other weather conditions; threats of terrorism and catastrophic events that could result from geopolitical factors, terrorism, cyberattacks or other attempts to disrupt NextEra Energy's business or the businesses of third parties; inability to obtain adequate insurance coverage for protection of NextEra Energy against significant losses and risk that insurance coverage does not provide protection against all significant losses; a prolonged period of low natural gas and oil prices, disrupted production or unsuccessful drilling efforts could impact NextEra Energy's natural gas and oil production and transportation operations and cause NextEra Energy to delay or cancel certain natural gas and oil production projects and could result in certain assets becoming impaired; risk of increased operating costs resulting from unfavorable supply costs necessary to provide full energy and capacity requirements services; inability or failure to manage properly or hedge effectively the commodity risk within its portfolio; effect of reductions in the liquidity of energy markets on NextEra Energy's ability to manage operational risks; effectiveness of NextEra Energy's risk management tools associated with its hedging and trading procedures to protect against significant losses, including the effect of unforeseen price variances from historical behavior; impact of unavailability or disruption of power transmission or commodity transportation operations on sale and delivery of power or natural gas; exposure of NextEra Energy to credit and performance risk from customers, hedging counterparties and vendors; failure of counterparties to perform under derivative contracts or of requirement for NextEra Energy to post margin cash collateral under derivative contracts; failure or breach of NextEra Energy's information technology systems, or implementation challenges; risks to NextEra Energy's retail businesses from compromise of sensitive customer data; losses from volatility in the market values of derivative instruments and limited liquidity in over-the-counter markets; impact of negative publicity; inability to maintain, negotiate or renegotiate acceptable franchise agreements; occurrence of work strikes or stoppages and increasing personnel costs; NextEra Energy's ability to successfully identify, complete and integrate acquisitions, including the effect of increased competition for acquisitions; environmental, health and financial risks associated with ownership and operation of nuclear generation facilities; liability of NextEra Energy for significant retrospective assessments and/or retrospective insurance premiums in the event of an incident at certain nuclear generation facilities; increased operating and capital expenditures and/or reduced revenues at nuclear generation facilities resulting from orders or new regulations of the Nuclear Regulatory Commission; inability to operate any of NextEra Energy's owned nuclear generation units through the end of their respective operating licenses or planned license extensions; effect of disruptions, uncertainty or volatility in the credit and capital markets or actions by third parties in connection with project-specific or other financing arrangements on NextEra Energy's ability to fund its liquidity and capital needs and meet its growth objectives; defaults or noncompliance related to project-specific, limited-recourse financing agreements; inability to maintain current credit ratings; reduced liquidity from the inability of credit providers to fund their credit commitments or to maintain their current credit ratings; poor market performance and other economic factors that could affect NextEra Energy's defined benefit pension plan's funded status; poor market performance and other risks to the asset values of nuclear decommissioning funds; changes in market value and other risks to certain of NextEra Energy's assets and investments; effect of inability of NextEra Energy subsidiaries to pay upstream dividends, make distributions or repay funds to NextEra Energy or of NextEra Energy's performance under guarantees of subsidiary obligations on NextEra Energy's ability to meet its financial obligations and to pay dividends on its common stock; the fact that the amount and timing of dividends payable on NextEra Energy's common stock, as well as the dividend policy approved by NextEra Energy's board of directors from time to time, and changes to that policy, are within the sole discretion of NextEra Energy's board of directors and, if declared and paid, dividends may be in amounts that are less than might be expected by shareholders; effects of disruptions, uncertainty or volatility in the credit and capital markets on the market price of NextEra Energy's common stock; and the ultimate severity and duration of public health crises, epidemics and pandemics, and its effects on NextEra Energy's business. NextEra Energy discusses these and other risks and uncertainties in its annual report on Form 10-K for the year ended December 31, 2025 and other Securities and Exchange Commission (SEC) filings, and this news release should be read in conjunction with such SEC filings. The forward-looking statements made in this news release are made only as of the date of this news release and NextEra Energy undertakes no obligation to update any forward-looking statements.

SOURCE Paducah American Energy Hub

Key Takeaways NextEra Energy maintained 2026 adjusted EPS guidance of $3.92-$4.02 and targets the high end. FPL has 21 GW of large-load interest, with advanced discussions covering 12 GW.Energy Resources' backlog reached 35.1 GW as storage additions and recontracting lifted asset value. NextEra Energy, Inc. (NEE - Free Report) used its second-quarter 2026 earnings call to emphasize accelerating electricity demand, expanding large-load opportunities and improving returns across its contracted energy pipeline.

Management kept its outlook unchanged while arguing that FPL, renewables, storage, transmission, gas and nuclear capabilities create multiple paths to serve data-center customers.

NEE Keeps Growth Targets IntactMichael Dunne, executive vice president and chief financial officer, maintained the 2026 adjusted earnings range of $3.92 to $4.02 per share and is targeting the high end.

NextEra continues to expect adjusted earnings growth of at least 8% annually through 2032, with the same target from 2032 through 2035, off a 2025 base of $3.71.

Second-quarter adjusted earnings of $1.15 per share topped the Zacks Consensus Estimate of $1.09, while revenues of $7.53 billion missed the $7.99 billion consensus mark. Adjusted earnings rose from $1.05 a year earlier.

NextEra Sees FPL Large-Load MomentumJohn Ketchum, chairman, president and chief executive officer, said FPL has roughly 21 gigawatts of large-load interest and is in advanced discussions involving 12 gigawatts.

Management still expects at least one transaction under FPL’s large-load tariff by year-end. Ketchum said each gigawatt initially could represent roughly $2 billion of capital spending and earn the same return on equity as other FPL investments.

Scott Bores, FPL president and chief executive officer, told a Goldman Sachs analyst that community acceptance depends on selecting welcoming locations and transparency. He said that discipline supports FPL’s 8-gigawatt target for 2032.

NEE Expands Storage and BacklogKetchum highlighted 3.6 gigawatts of renewables and storage additions, including 2 gigawatts of battery storage. The Energy Resources backlog reached approximately 35.1 gigawatts.

The company also recontracted more than 500 megawatts since the prior call, lifting the year-to-date total above 1,100 megawatts. Those contracts averaged about 15 years and pricing roughly $20 per megawatt-hour above recent realized levels.

Responding to a Barclays analyst, Ketchum said recontracting and storage co-location increase asset option value. Brian Bolster, Energy Resources president and chief executive officer, said project scale and complexity are supporting returns.

NextEra Builds Data-Center HubsKetchum said Energy Resources is discussing 30 potential hubs and expects the figure to reach 40 by year-end.

The strategy combines renewables for initial power, gas for firm capacity and storage for reliability. Four origination channels support a base-case goal of 15 gigawatts of new large-load generation by 2035, with an upside case of at least 30 gigawatts.

A Wolfe Research analyst questioned delays in agreements for 9.5 gigawatts of federal hub projects. Ketchum cited negotiations involving the U.S. and Japanese governments, while Bolster told Goldman Sachs that the expected startup timing has not changed.

NEE Sets Limits on Nuclear RiskKetchum said the Duane Arnold recommissioning remains on track for no later than the first quarter of 2029 after regulatory approval and the acquisition of the remaining minority ownership.

Asked by a JPMorgan analyst about advanced nuclear, Ketchum said such development requires risk-sharing among customers, government, equipment providers and contractors.

He said NextEra would not accept uncapped construction cost-overrun exposure. The company is evaluating 6 gigawatts of small modular reactor co-location opportunities.

NextEra Advances Dominion CombinationKetchum said the proposed Dominion Energy combination has entered regulatory review, with shareholder meetings expected in early September and closing still expected in the second half of 2027.

The combined company is expected to support approximately 11% annual growth in regulatory capital employed through 2032 and adjusted earnings growth of at least 9% through 2032.

Ketchum told analysts that local operations would remain intact, while NextEra’s balance sheet, procurement scale and development platform would support Dominion’s service territories.

NEE Maintains an Execution FocusManagement’s tone centered on converting power demand into regulated and long-term contracted investment without changing its financial targets.

Priorities are securing large-load contracts, completing hub agreements, expanding the backlog and progressing the Dominion review while limiting construction and affordability risks.

What Zacks Signals Say About NextEraNEE carries a Zacks Rank #3 (Hold). Its Value Score is D, Growth Score is D, Momentum Score is C and VGM Score is D, indicating mixed style characteristics, with momentum stronger than value and growth.

You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Zacks Style Scores complement the Zacks Rank, and higher grades are generally more favorable. A Hold rank can remain appropriate, but the D grades offer less support than A or B scores. The Zacks Rank can change as analyst estimates are revised after the results.
 

Miniatures of windmill, solar panel and electric pole are seen in front of NextEra Energy logo in this illustration taken January 17, 2023. REUTERS/Dado Ruvic/Illustration Purchase Licensing Rights, opens new tab

CompaniesJuly 24 (Reuters) - NextEra Energy (NEE.N), opens new tab beat Wall Street estimates for second-quarter profit on Friday, as robust demand for electricity ​from data centers continued to drive growth at its regulated utility ‌and renewable energy businesses.

U.S. utilities are investing billions of dollars to expand power generation and transmission as technology companies race to secure electricity for data centers, and as more ​of the economy shifts to electricity from fossil fuels.

The Reuters Power Up newsletter provides everything you need to know about the global energy industry. Sign up here.

The U.S. ​Energy Information Administration expects power demand, which reached a record for ⁠a second straight year in 2025, to continue rising through 2026 ​and 2027.

NextEra, one of the world's largest renewable energy developers, is among the ​companies positioning themselves for that growth.

In May, it agreed to buy Dominion Energy (D.N), opens new tab in a $66.8 billion deal that would create one of the world's largest electric utilities and broaden ​its regulated footprint across fast-growing U.S. markets.

The deal is under regulatory review after ​drawing opposition from U.S. Senator Angus King, who argued it would concentrate too much ‌market ⁠power in one company.

Florida Power & Light, the company's regulated utility, posted a 10.2% rise in second-quarter net income to $1.41 billion, while regulatory capital employed increased about 9.3%.

NextEra said FPL continues to see strong interest from hyperscalers and ​other large electricity ​users, with about ⁠21 gigawatts of large-load opportunities, including 12 GW in advanced discussions.

It expects to announce at least one agreement under ​its large-load tariff before year-end.

NextEra Energy Resources, its renewable ​energy unit, ⁠reported net income of $1.63 billion, up 66.2%, and added 3.6 GW of wind, solar and battery storage projects during the quarter, taking its development backlog to ⁠about ​35.1 GW.

The company earned $1.15 per share on an ​adjusted basis in the quarter ended June 30, above analysts' average estimate of $1.11, according to ​data compiled by LSEG.

Reporting by Katha Kalia in Bengaluru; Editing by Leroy Leo

Our Standards: The Thomson Reuters Trust Principles., opens new tab

Posted by Defense World Staff on Jul 20th, 2026

Broderick Brian C acquired a new position in NextEra Energy, Inc. (NYSE:NEE – Free Report) in the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor acquired 30,954 shares of the utilities provider’s stock, valued at approximately $2,875,000.

Several other institutional investors have also recently made changes to their positions in the business. Indivisible Partners bought a new stake in shares of NextEra Energy in the fourth quarter worth about $1,355,000. Carnegie Investment Counsel boosted its stake in NextEra Energy by 9.4% during the fourth quarter. Carnegie Investment Counsel now owns 458,141 shares of the utilities provider’s stock valued at $36,780,000 after buying an additional 39,250 shares during the last quarter. Swedbank AB boosted its stake in NextEra Energy by 13.4% during the fourth quarter. Swedbank AB now owns 1,016,630 shares of the utilities provider’s stock valued at $81,615,000 after buying an additional 120,389 shares during the last quarter. Fisher Funds Management LTD grew its holdings in NextEra Energy by 3.5% during the 4th quarter. Fisher Funds Management LTD now owns 619,640 shares of the utilities provider’s stock valued at $49,884,000 after buying an additional 20,709 shares in the last quarter. Finally, MGO One Seven LLC grew its holdings in NextEra Energy by 12.1% during the 4th quarter. MGO One Seven LLC now owns 137,251 shares of the utilities provider’s stock valued at $11,018,000 after buying an additional 14,828 shares in the last quarter. Hedge funds and other institutional investors own 78.72% of the company’s stock.

NextEra Energy News Roundup Here are the key news stories impacting NextEra Energy this week:

Positive Sentiment: Several pieces highlighted NextEra as one of the better-positioned utility names, citing its strong customer base, large capital spending plans, and exposure to long-term power demand growth. 4 Utility Electric Power Stocks to Buy Amid Industry Headwinds Positive Sentiment: Articles on wind energy and AI-driven electricity demand framed NEE as a beneficiary of expanding U.S. wind capacity and rising power needs from data centers and electrification. Top Wind Energy Stocks to Add to Your Portfolio for Solid Long-Term Returns Positive Sentiment: Analyst commentary cited a consensus price target near $99.90, suggesting Wall Street still sees upside from current levels. NextEra Energy, Inc. Receives $99.90 Consensus Target Price from Analysts Positive Sentiment: NextEra’s battery-storage expansion was highlighted as supporting grid reliability and renewable integration, reinforcing the company’s clean-energy growth story. Can NextEra’s Battery Storage Boost the Clean Energy Transition? Positive Sentiment: The proposed merger with Dominion Energy could create the largest regulated utility in the U.S., expand NextEra’s footprint across fast-growing southeastern states, and add scale in renewables, storage, nuclear, and natural gas. NextEra Energy and Dominion Energy file to combine… Neutral Sentiment: Some recent coverage focused on NextEra’s role in meeting rising electricity demand, especially from AI and broader infrastructure needs, but these pieces were more thematic than event-driven. Why Is NextEra Energy Central to AI Electricity? Neutral Sentiment: The Dominion deal also comes with meaningful regulatory risk and a long expected timeline, with approval required from multiple agencies and a targeted closing in the second half of 2027. NextEra Energy and Dominion Energy file to combine… Wall Street Analysts Forecast Growth Several analysts have recently issued reports on the company. Bank of America decreased their price objective on NextEra Energy from $95.00 to $93.00 and set a “neutral” rating on the stock in a report on Monday, July 13th. Scotiabank raised their target price on shares of NextEra Energy from $102.00 to $110.00 and gave the company a “sector perform” rating in a report on Friday, April 24th. Wells Fargo & Company set a $102.00 price target on shares of NextEra Energy and gave the stock an “overweight” rating in a research report on Friday, April 24th. Erste Group Bank downgraded shares of NextEra Energy from a “buy” rating to a “hold” rating in a research note on Thursday, June 25th. Finally, BTIG Research reiterated a “buy” rating and set a $112.00 price objective on shares of NextEra Energy in a research report on Friday, April 24th. Two analysts have rated the stock with a Strong Buy rating, fifteen have given a Buy rating and six have issued a Hold rating to the stock. According to data from MarketBeat, NextEra Energy has a consensus rating of “Moderate Buy” and a consensus target price of $99.64.

View Our Latest Analysis on NextEra Energy

NextEra Energy Trading Down 0.1% Shares of NYSE NEE opened at $88.73 on Monday. NextEra Energy, Inc. has a 1-year low of $69.24 and a 1-year high of $98.75. The company has a debt-to-equity ratio of 1.41, a current ratio of 0.54 and a quick ratio of 0.44. The business’s 50 day moving average is $87.94 and its two-hundred day moving average is $89.24. The stock has a market capitalization of $185.04 billion, a P/E ratio of 22.58, a PEG ratio of 2.43 and a beta of 0.67.

NextEra Energy (NYSE:NEE – Get Free Report) last posted its quarterly earnings data on Thursday, April 23rd. The utilities provider reported $1.09 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.03 by $0.06. NextEra Energy had a return on equity of 12.25% and a net margin of 29.36%.The business had revenue of $6.70 billion during the quarter, compared to analyst estimates of $7.43 billion. During the same period last year, the company earned $0.99 EPS. The company’s revenue for the quarter was up 7.3% on a year-over-year basis. NextEra Energy has set its FY 2026 guidance at 3.920-4.02 EPS. As a group, research analysts expect that NextEra Energy, Inc. will post 4.01 EPS for the current year.

NextEra Energy Announces Dividend The company also recently disclosed a quarterly dividend, which was paid on Monday, June 15th. Shareholders of record on Friday, June 5th were given a dividend of $0.6232 per share. The ex-dividend date was Friday, June 5th. This represents a $2.49 dividend on an annualized basis and a yield of 2.8%. NextEra Energy’s payout ratio is 63.36%.

About NextEra Energy (Free Report)

NextEra Energy, Inc (NYSE: NEE), headquartered in Juno Beach, Florida, is a leading clean energy company with both regulated utility operations and competitive renewable generation businesses. The company’s principal operating subsidiaries include Florida Power & Light Company (FPL), a regulated electric utility serving customers in Florida, and NextEra Energy Resources, which develops, constructs, owns and operates a large portfolio of wind, solar and energy storage projects. Together these businesses provide electricity supply, transmission and distribution services as well as utility-scale renewable generation and related services.

NextEra’s activities cover the full lifecycle of power assets, from project development and construction to operation, maintenance and asset optimization.

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In the latest trading session, NextEra Energy (NEE - Free Report) closed at $89.54, marking a +1.31% move from the previous day. The stock outpaced the S&P 500's daily gain of 0.38%. Meanwhile, the Dow gained 0.02%, and the Nasdaq, a tech-heavy index, added 0.9%.

The stock of parent company of Florida Power & Light Co. has risen by 2.62% in the past month, leading the Utilities sector's gain of 1.43% and the S&P 500's gain of 1.27%.

The upcoming earnings release of NextEra Energy will be of great interest to investors. The company's earnings report is expected on July 24, 2026. The company is expected to report EPS of $1.08, up 2.86% from the prior-year quarter. At the same time, our most recent consensus estimate is projecting a revenue of $7.97 billion, reflecting a 18.92% rise from the equivalent quarter last year.

For the entire fiscal year, the Zacks Consensus Estimates are projecting earnings of $4.01 per share and a revenue of $31.84 billion, representing changes of +8.09% and +16.16%, respectively, from the prior year.

Investors should also take note of any recent adjustments to analyst estimates for NextEra Energy. These revisions typically reflect the latest short-term business trends, which can change frequently. Consequently, upward revisions in estimates express analysts' positivity towards the business operations and its ability to generate profits.

Our research demonstrates that these adjustments in estimates directly associate with imminent stock price performance. To take advantage of this, we've established the Zacks Rank, an exclusive model that considers these estimated changes and delivers an operational rating system.

The Zacks Rank system, which ranges from #1 (Strong Buy) to #5 (Strong Sell), has an impressive outside-audited track record of outperformance, with #1 stocks generating an average annual return of +25% since 1988. Over the last 30 days, the Zacks Consensus EPS estimate has moved 0.05% higher. NextEra Energy is holding a Zacks Rank of #2 (Buy) right now.

From a valuation perspective, NextEra Energy is currently exchanging hands at a Forward P/E ratio of 22.02. Its industry sports an average Forward P/E of 18.39, so one might conclude that NextEra Energy is trading at a premium comparatively.

We can additionally observe that NEE currently boasts a PEG ratio of 2.59. This popular metric is similar to the widely-known P/E ratio, with the difference being that the PEG ratio also takes into account the company's expected earnings growth rate. The Utility - Electric Power industry had an average PEG ratio of 2.74 as trading concluded yesterday.

The Utility - Electric Power industry is part of the Utilities sector. This group has a Zacks Industry Rank of 168, putting it in the bottom 32% of all 250+ industries.

The Zacks Industry Rank evaluates the power of our distinct industry groups by determining the average Zacks Rank of the individual stocks forming the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

To follow NEE in the coming trading sessions, be sure to utilize Zacks.com.

Key Takeaways NextEra's PPAs add contracted revenues and support renewable growth as clean power demand rises.PPAs with Google Cloud and Meta expand demand for wind, solar and battery storage projects.A 33-GW signed project backlog gives NextEra strong earnings visibility and supports new development. NextEra Energy (NEE - Free Report) offers an attractive long-term investment opportunity, driven by its leadership in renewable energy and an expanding portfolio of long-term power purchase agreements (PPAs). Rising demand for reliable, carbon-free electricity from data centers, technology companies and industrial customers supports continued growth, while its regulated utility business provides stable cash flows and a resilient earnings base.

Strategic partnerships are strengthening NextEra's growth outlook. Agreements with Google Cloud and Meta are expanding demand for the company's wind, solar and battery storage projects while adding long-duration contracted revenues. These PPAs enhance earnings visibility, reduce exposure to power price volatility and diversify the customer base through high-quality counterparties.

NextEra’s subsidiary has entered into an MOU with Xcel Energy to accelerate the development of new power generation for large electricity consumers, including data centers. The agreement strengthens their long-standing partnership and supports faster capacity expansion to meet rising power demand.

With disciplined capital investment, a robust renewable development pipeline and a growing backlog of contracted assets, NextEra is well positioned to deliver sustainable earnings growth.

 NextEra's expanding portfolio of PPAs provides the foundation for its renewable growth by securing stable, contracted revenues and supporting new project development. These agreements underpin a 33-gigawatt (“GW”) backlog of signed projects, giving the company strong earnings visibility. Supported by this contracted pipeline, NextEra’s unit Energy Resources plans to significantly expand its renewable generation and storage portfolio, reinforcing long-term earnings growth as demand for clean electricity continues to rise.

Long-Term PPAs Boost Prospects of the UtilitiesLong-term PPAs benefit utilities by providing stable, contracted revenues, improving cash flow visibility and reducing exposure to power price volatility. This supports infrastructure investments, strengthens earnings stability and enables continued expansion of reliable, clean energy generation.

Other than NextEra Energy, Dominion Energy (D - Free Report) and Duke Energy (DUK - Free Report) are well positioned to benefit from long-term PPAs. These agreements provide stable, predictable revenues, support renewable energy investments, reduce market risk and improve earnings visibility, enabling both utilities to meet growing demand for reliable, low-carbon electricity while supporting long-term growth.

NextEra’s Earnings Estimates Moving NorthThe Zacks Consensus Estimate for NEE’s 2026 and 2027 earnings per share indicates a year-over-year increase of 8.09% and 8.68%, respectively.

Image Source: Zacks Investment Research

NextEra Price PerformanceShares of NextEra have gained 6.2% in the past six-month period compared with the Zacks Utility - Electric Power industry’s rally of 8.5%.

Price Performance (Six months)
Image Source: Zacks Investment Research

NEE Stock Returns Better Than Its IndustryReturn on equity (“ROE”) is a financial ratio that measures how well a company uses its shareholders’ equity to generate profits. The current ROE of the company indicates that it is using shareholders’ funds more efficiently than peers.

NextEra’s trailing 12-month ROE is 12.25%, ahead of the industry average of 11.21%.

Image Source: Zacks Investment Research

NEE’s RankNextEra currently has a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Key Takeaways NextEra Energy is supported by stable regulated utility operations and a leading renewable platform.NEE plans more than $94.1B in capital investments through 2030 to expand generation and grid assets.NextEra Energy's ROE tops the industry average, and its shares have outperformed over six months. NextEra Energy Inc. (NEE - Free Report) is an attractive long-term utility investment, supported by its combination of stable regulated utility operations and a leading renewable energy platform. Its Florida Power & Light (“FPL”) unit generates predictable earnings, while NextEra Energy Resources drives growth through the extensive wind, solar and energy storage portfolio. This diversified business model balances earnings stability with strong long-term growth opportunities.

A cornerstone of NextEra Energy's growth strategy is its planned capital investment of more than $94.1 billion through 2030. At FPL, these investments will expand generation capacity, upgrade grid infrastructure and improve reliability to meet rising electricity demand in Florida. The resulting growth in the regulated rate base is expected to support steady earnings and cash flow expansion.

At NextEra Energy Resources, capital spending will accelerate the development of renewable energy, battery storage and transmission assets. Growing power demand from data centers, AI applications and electrification trends, along with increasing corporate demand for clean energy, provides a strong foundation for growth.

Overall, NextEra Energy's investment program strengthens both regulated utility and renewable energy businesses, positioning it for sustained earnings growth and expanding asset base. With a disciplined capital allocation strategy, NextEra Energy appears well-positioned to deliver sustainable shareholder value through consistent earnings growth and dividend expansion over the long term.

Capital Investments: A Key Growth Engine for UtilitiesCapital expenditures support long-term utility growth by expanding generation assets, upgrading grid infrastructure and enhancing reliability. These investments grow the regulated rate base, improve operational efficiency and boost earnings.

Duke Energy's (DUK - Free Report) outlook is supported by its regulated utility operations and robust capital investment plan of $103 billion in the 2026-2030 period. Investments in grid modernization, renewable energy and transmission infrastructure are expected to expand Duke Energy's operation and drive consistent earnings.

The Southern Company (SO - Free Report) benefits from a strategic capital spending program. The $78.1 billion Investments through 2030 in grid upgrades, generation capacity and clean energy projects are expected to grow Southern Company’s rate base and enhance the reliability of its services.

NextEra Energy’s Earnings Estimates Moving NorthThe Zacks Consensus Estimate for NEE’s 2026 and 2027 earnings per share indicates a year-over-year increase of 8.09% and 8.84%, respectively.

Image Source: Zacks Investment Research

NEE Stock Returns Better Than Its IndustryReturn on equity (“ROE”) is a financial ratio that measures how well a company uses its shareholders’ equity to generate profits. The current ROE of the company indicates that it is using shareholders’ funds more efficiently than peers.

NextEra Energy’s trailing 12-month ROE is 12.25%, ahead of the industry average of 11.22%.

Image Source: Zacks Investment Research

NEE Price PerformanceShares of NextEra Energy have gained 7.4% in the past six months compared with the Zacks Utility - Electric Power industry’s rally of 7%. 

Image Source: Zacks Investment Research

NEE’s Zacks RankNextEra Energy currently carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.