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NENEE

NextEra Energy, Inc.

$NEE·$161B·Regulated Electric·Utilities
$79.80+1.1%YTD-2.8%1Y-6.2%
Price updated 7h ago·X counts updated 5d ago
NENEE
$NEENextEra Energy, Inc.
$79.80+1.06%271 posts1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $NEE on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

271X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $NEE's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 53% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data7 posts analyzed · as of 2026-09-15

NextEra secures up to $1.9B from the DOE to restart Iowa's 615 MW Duane Arnold nuclear plant by Q1 2029, with Google's 25-year PPA already in place. Nuclear-revival tailwind and utility-cohort rebound reinforce the constructive tone.

Read what X is saying about $NEE

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $NEE — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersEvent coming upAI verdict · as of 2026-10-03

A known event soon (earnings, a ruling, etc.) will likely decide the next move.

The DOE just funded Duane Arnold's restart and Google has the PPA — NextEra's utility becoming an AI-power compounder.

NextEra Energy is the largest US regulated utility by market cap — Florida Power & Light plus the merchant renewable and now-expanding nuclear fleet. The 2026 narrative has upgraded from 'defensive dividend yield' to 'the clean-power landlord for AI,' with a specific DOE-funded nuclear restart as the headline datapoint.

  • The P&L is quietly accelerating: Q2 revenue grew 11.4% YoY to $6.96B at a 32% operating margin and $1.05 EPS, with trailing EPS beats of 5-6% — not spectacular surprises, but consistent beats on a defensive utility are what the compounding case needs.
  • The specific catalyst stack is unusual: up to $1.9B from the DOE to restart Iowa's 615 MW Duane Arnold nuclear plant by Q1 2029 (Google has the 25-year PPA already), plus an 18 GW gas-opportunity pipeline and 'Dominion deal growth' commentary — this is a utility running an AI-infrastructure portfolio under a regulated structure.

At 10% of its 52-week range going into Oct 27 earnings, the setup is compressed on improving fundamentals. A reaffirmed 2027 EPS guide plus specific data-center load commentary is the trigger for the catch-up move; a soft rate-case outcome or any FPL regulatory curveball is the first real near-term risk.

Agrees with X sentimentThe DOE/Duane Arnold/Google-PPA bullish read is well-supported and the utility-cohort rebound tape is factual. No real counter-signal in the data; the near-term risk is just regulatory timing.

What to watch: Oct 27 Q3 earnings — regulated-utility revenue growth, data-center load forecast, 2027 EPS guide, and FPL rate-case commentary. Reaffirmed guide plus data-center load color is the trigger; soft rate-case outcome is the invalidation.

On the calendar: 2026-10-27 — Q3 earnings

event ahead 30dnuclear restart

Read the AI verdict on $NEE

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Operates Florida utility FPL and the world's largest wind and solar generation portfolio through NextEra Energy Resources.

Industry overviewAI analysisGenerated by AI from underlying data

Where Regulated Electric sits in its cycle right now — and what that implies for $NEE.

Regulated Electric · Utilities

AI data-center load growth is re-rating regulated electric utility earnings power — utilities with exposure to hyperscaler cluster siting (Dominion Virginia, AEP Texas, Duke Southeast) are securing direct long-term power purchase agreements at premium rates. Renewable capacity additions (solar, wind) compress fuel costs while stranded-cost recovery of coal retirements is the regulatory negotiation variable.

What this means for $NEE

Partial — Operates Florida utility FPL and the world's largest wind and solar generation portfolio through NextEra Energy Resources.

Industry benchmark

26-name peer basket
-3.4%YTD
-4.4%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
21.9How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
4.0%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
29.2%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
1.3%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
6.4Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
15.2%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
67.3%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
1.9Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 24, 2026$1.15$1.09+5.5%
Q1 2026Apr 23, 2026$1.09$1.03+5.8%
Q4 2025Jan 27, 2026$0.53$0.56-5.4%
Q3 2025Oct 28, 2025$1.13$0.97+16.9%
Next earningsWed, Oct 21·consensus EPS $1.19

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$7.0B+11.4%80.9%31.7%$1.05$-580.0M
Q4 FY25$6.6B+21.9%57.5%24.2%$0.73$277.0M
Q3 FY25$8.0B+5.3%66.2%31.7%$1.18$1.5B
Q2 FY25$6.7B+10.4%64.1%28.5%$0.99$1.1B

Forward consensus

5-year forecast · up to 15 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$30.8B$29.9B – $33.0B$4.03$3.98 – $4.0711
FY27$33.8B$30.4B – $37.9B$4.39$4.26 – $4.4812
FY28$36.8B$30.3B – $41.3B$4.76$4.54 – $5.0215
FY29$39.6B$35.4B – $44.1B$5.19$4.47 – $5.9410
FY30$42.7B$38.1B – $47.4B$5.63$4.85 – $6.457

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.1×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.22%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-1.7%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-8.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMega float · 2.1B shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.6% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.645-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

No open-market buys or sells in the last 180 days.

+ 12 other (8 awards · 3 inkinds · 1 other) in window

See when $NEE insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KPress release / Reg FDSep 148-K — Item 7.01: Press release / Reg FD
AI summary

NextEra Energy, Inc. (NEE) filed an 8-K under Item 7.01 (Reg FD) on September 14, 2026, and the cover page is checked for 'Written communications pursuant to Rule 425' — indicating the filing is related to a Securities Act offering or potential M&A transaction requiring fair disclosure under Rule 425. The excerpt shows only the cover page; the Rule 425 designation makes this materially more significant than a routine investor presentation and warrants monitoring for an associated prospectus or transaction announcement.

8-KShareholder voteSep 38-K — Item 5.07: Shareholder vote
AI summary

NextEra Energy, Inc. (NEE) filed an 8-K under Item 5.07 (submission of matters to a vote of security holders) as of September 3, 2026, disclosing the results of a shareholder meeting vote. The excerpt contains only filing boilerplate with no specific vote counts or proposal outcomes visible. This is a routine governance disclosure following an annual or special meeting; results carry no immediate operational impact.

3New insider — initial holdingsAug 43
AI summary

One Reporting filed a Form 3 reporting initial beneficial ownership of NEE securities. The filing reported ownership of 7,400 shares. Form 3 must be filed within 10 days of becoming a director, officer, or 10%-or-greater shareholder. This is an administrative filing that anchors future insider-transaction reporting for NEE.

8-KCharter amendmentJul 88-K — Item 5.03: Charter amendment
AI summary

NextEra Energy amended its bylaws under Item 5.03 to clarify provisions governing special shareholder meetings and remote meeting participation. The amendments give the Board greater control over the timing and logistics of special meetings and formalize procedural rules for virtual and hybrid meeting formats. These are governance-level changes consistent with evolving best practices for large public company meeting procedures. The bylaw amendments do not signal any substantive strategic or operational change and are routine governance housekeeping.

424B5Prospectus supplement (offering)Jun 16424B5
AI summary

NextEra Energy, Inc. (NEE) filed a 424B5 prospectus supplement on June 16, 2026 for a securities offering. Body unavailable — excerpt cuts off before the offering size, security type, price, or use of proceeds are disclosed.

8-KShareholder voteMay 278-K — Item 5.07: Shareholder vote
AI summary

NextEra Energy held its 2026 Annual Meeting on May 21, 2026; elected all 12 board nominees for one-year terms and approved three management proposals; one shareholder proposal was not approved. Routine annual meeting.

3New insider — initial holdingsMay 213
AI summary

Scott Robert Bores, President and CEO of a NextEra Energy subsidiary, filed an initial Form 3 for NextEra Energy Inc. (NEE) on May 18, 2026, disclosing direct ownership of 33,200 shares plus 3,480 shares indirectly through a retirement savings plan and 244 shares through a spouse. NextEra Energy is a Juno Beach, Florida-based clean energy and electric utility company. This is a routine initial officer ownership filing.

8-KMaterial agreementMay 188-K — Item 1.01: Material agreement · Item 7.01: Press release / Reg FD
AI summary

NextEra Energy, Inc. (NEE) entered into an Agreement and Plan of Merger to acquire Dominion Energy, Inc. on May 15, 2026 via a two-step transaction: Merger Sub Corp first merges into Dominion (Dominion surviving as a NEE subsidiary), then Dominion merges into LLC Sub. The per-share merger consideration was not specified in the available excerpt. This is a landmark utility sector merger combining the nation's largest clean energy company with one of the largest regulated utilities — transformative for both companies and the broader electric grid landscape.

+ 51 other (32 425s · 7 routine 8-Ks · 2 10-Qs · 2 earnings 8-Ks) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

NEE Stock Falls Behind Industry in 3 Months: Should You Buy Now?zacks.com·13h agoThe Average Electric Utility Bill Is $147 a Month. Here's How Much You'd Need in Utility Stocks to Cover It.fool.com·23h agoAI Needs More Power Than the Grid Can Give, and These 7 Stocks Sell the Fixfool.com·2d agoNextEra Energy, Inc. $NEE Stock: First Citizens Bank & Trust Co. Boosts Positiondefenseworld.net·2d agoNextEra Energy (NYSE:NEE) Shares Sold Off by Rep. Kevin Herndefenseworld.net·2d ago

In themes

Explore the broader themes this ticker is being talked about under.

Nuclear RenaissanceThe Power Grid

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Voices on X · last 7 days

No standout posts about $NEE on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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