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NENEE

NextEra Energy, Inc.

$NEE·$183B·Regulated Electric·Utilities
$88.80-0.6%YTD+10.4%1Y+18.1%
Mentions · last 7 days
2026-07-11: 734 posts2026-07-12: 393 posts2026-07-13: 556 posts2026-07-14: 476 posts2026-07-15: 583 posts2026-07-16: 697 posts2026-07-17: 324 posts3,841+22%
Price updated 4h ago·X counts updated 4h ago
NENEE
$NEENextEra Energy, Inc.
$88.80-0.62%3.8k posts+22%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $NEE, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersEvent coming upAI verdict · as of 2026-07-17

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

The AI-data-center power thesis has a specific utility — July 22 is the print that has to name it.

NextEra Energy is the largest regulated electric utility in the US and the biggest renewables developer. This year the story shifted from ESG-narrative to industrial-necessity as AI data-center power demand became the primary reason to own the name.

What the setup actually is:

  • Fundamentals are best-in-class for the utility set: 67% gross margin, 29% operating margin, and a 22x TTM P/E — meaning NEE trades at a regulated-utility multiple even as the growth mix looks nothing like a regulated utility.
  • The data-center demand story is now specific: the Exxon partnership on a 1.2GW natural-gas power plant is exactly the kind of anchor customer contract that reshapes the growth curve — AI-driven electricity demand at 3% annually is roughly double the historical pace.
  • The tape is stable into the print: sitting at 68% of the 52-week range essentially flat against both moving averages, with volume 33% below the 30-day — that's a stock waiting for the number, not distributing.
  • The check is leverage: 1.9x debt-to-equity is elevated even for utilities, meaning the growth-capex cycle amplifies rate-cycle sensitivity — an unexpected pause in Fed cuts hits NEE's cost of capital fast.

July 22 earnings is the trigger. A number confirming the data-center pipeline plus 6-7% EPS growth guidance is what restarts the leg; a rate-sensitivity commentary that spooks the yield-sensitive base is what caps it.

Agrees with X sentimentX is constructive on the AI-power tailwind and the Exxon anchor deal, and the setup genuinely justifies the read — 1.2GW is a real anchor, and the AI power demand line at 3% annual growth reshapes the utility earnings curve. The gap the crowd isn't sizing is the leverage tell — utilities with 1.9x D/E are more rate-sensitive than the narrative implies.

What to watch: The July 22 print — data-center pipeline additions beyond the Exxon deal, EPS growth guidance, and any commentary on cost of capital into the current rate cycle. Above 6% EPS growth guide plus fresh pipeline extends the trade; a rate-sensitivity mention caps it.

On the calendar: 2026-07-22 — Q2 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment5 posts analyzed · as of 2026-07-06

NextEra Energy is discussed as a data-center power supplier, with contributors highlighting a partnership with Exxon on a 1.2 GW natural gas power plant. Posts frame the AI-driven electricity demand growth of 3% annually as roughly double the historical pace, feeding a record $200B in US power M&A. Tone is constructive on structural demand tailwinds.

Read the AI verdict + X sentiment for $NEE

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  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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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

No material change from last week — Dominion Virginia (D) is the primary data center utility, and nuclear power re-rating (CEG, Oklo's DOE clearance milestone this week) continues as the..

What this means for $NEE

Partial — Operates Florida utility FPL and the world's largest wind and solar generation portfolio through NextEra Energy Resources; this segment overlaps with the data center load growth and nuclear PPA re-rating of rate base but is not the dominant revenue driver.

Industry benchmark

23-name peer basket
+424.5%YTD
+5.6%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
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%
Q2 2025Jul 23, 2025$1.05$1.01+4.0%
Next earningsWed, Jul 22·consensus EPS $1.08

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$31.0B$29.7B – $33.1B$4.07$4.02 – $4.1114
FY27$33.9B$30.9B – $38.4B$4.42$4.29 – $4.5114
FY28$36.8B$36.5B – $37.2B$4.78$4.56 – $5.1615
FY29$39.0B$35.6B – $43.2B$5.15$4.56 – $5.8611
FY30$42.3B$38.6B – $46.8B$5.59$4.94 – $6.367

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.0.7×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.68%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.+0.5%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.+2.5%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 today0.4% 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.β0.675-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.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Insider activity

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

Recent transactions

SellMar 13Nicole J DaggsEVP, Human Res & Corp Svcs4.9K sh$459KSellMar 9Mark LemasneyEVP Power Generation Division3.8K sh$347KSellMar 9Crews Terrell Kirk IiEVP, Chief Risk Officer9.3K sh$843KSellMar 9May James MichaelTreasurer and Asst. Secretary7.2K sh$646KSellFeb 17Ronald R ReaganEVP, Eng., Const. & ISC5.1K sh$483K
+ 28 other (14 awards · 13 inkinds · 1 exempt) 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
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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-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.

8-KOfficer or director changeMay 188-K — Item 5.02: Officer or director change · Item 8.01: Other event
AI summary

NextEra Energy (NEE) and Florida Power and Light (FPL) disclosed a planned CEO succession on May 15, 2026: Armando Pimentel Jr., FPL CEO and a NEE named executive officer, resigned as FPL CEO effective May 18, 2026 and was simultaneously appointed Vice Chairman of NEE. Scott Bores, currently FPL President, succeeded Pimentel as CEO of FPL effective May 18, 2026. This is a planned leadership transition; the succession is largely administrative and does not signal any concern at the operating company level.

424B5Prospectus supplement (offering)Mar 17424B5
SC 13D/AActivist amendmentMar 10SC 13D/A
+ 42 other (10 425s · 9 routine 8-Ks · 4 424B5s · 3 13Gs) in window

Recent news

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

Top Wind Energy Stocks to Add to Your Portfolio for Solid Long-Term Returnszacks.com·13h ago4 Utility Electric Power Stocks to Buy Amid Industry Headwindszacks.com·14h agoCan NextEra's Battery Storage Boost the Clean Energy Transition?zacks.com·2d ago3 Dividend Stocks to Buy for Growing Income in July247wallst.com·2d agoThe $1 Million Portfolio With Two Very Different Futures247wallst.com·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.

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