Core Viewpoint - Utility stocks are expected to deliver strong returns in 2026 due to surging electricity demand, particularly from AI data centers, with Constellation Energy, Dominion Energy, and NextEra Energy positioned to benefit significantly from this trend [1][15]. Constellation Energy - Constellation Energy's share price has increased nearly 50% this year, driven by a resurgence in nuclear energy demand [3]. - The company signed a 20-year power purchase agreement with Microsoft to restart the Three Mile Island Unit 1 facility, which will supply power for Microsoft's data centers starting in 2028 [4]. - A $26.6 billion acquisition of Calpine is expected to close in early 2026, combining Constellation's nuclear fleet with Calpine's natural gas and geothermal assets, enhancing earnings growth potential [6]. Dominion Energy - Dominion Energy has underperformed compared to peers, with a 6% increase in share price over the past year, but is well-positioned to benefit from rising power demand in Virginia, a major data center market [7][9]. - The company plans to invest $50 billion through 2029, primarily in Virginia, including the Coastal Virginia Offshore Wind project, which is expected to support 5% to 7% annual earnings-per-share growth [10]. NextEra Energy - NextEra Energy's share price has risen nearly 11% over the past year, benefiting from its position as Florida's largest electric utility and its clean energy infrastructure [11]. - The company is focused on building the largest utility-owned solar energy platform and has a growing backlog of renewable energy projects, positioning it for earnings growth at the high end of its 6% to 8% annual target range through 2027 [13][14]. - NextEra has signed a 25-year power deal with Google to support the restart of the Duane Arnold Energy Center, expected to be operational by early 2029 [14].

Core Points - NextEra Energy, Inc. will host an investor conference on December 8, 2025, in New York City to discuss long-term growth-rate expectations [1] - The conference will be accessible via a live webcast and presentation materials will be available on the company's investor website [1] Company Overview - NextEra Energy, Inc. is one of the largest electric power and energy infrastructure companies in North America, headquartered in Juno Beach, Florida [2] - The company owns Florida Power & Light Company, which serves approximately 12 million customers in Florida, making it the largest electric utility in the U.S. [2] - NextEra Energy also owns NextEra Energy Resources, LLC, a major energy infrastructure development company in the U.S. [2] - The company utilizes a diverse mix of energy sources, including natural gas, nuclear, renewable energy, and battery storage to meet growing energy needs [2]

Dec 4, 2025 5:34 PM Eastern Standard Time Halper Sadeh LLC Encourages NextEra Energy, Inc. Shareholders to Contact the Firm to Discuss Their Rights Share Shareholders should contact the firm immediately as there may be limited time to enforce your rights. NEW YORK--(BUSINESS WIRE)--Halper Sadeh LLC, an investor rights law firm, is investigating whether certain officers and directors of NextEra Energy, Inc. (NYSE: NEE) breached their fiduciary duties to shareholders. If you currently own NextEra stock and ar ...

We came across a bullish thesis on NextEra Energy, Inc. on The Simple Side’s Substack. In this article, we will summarize the bulls’ thesis on NEE. NextEra Energy, Inc.'s share was trading at $86.29 as of November 28th. NEE’s trailing and forward P/E were 27.39 and 21.83 respectively according to Yahoo Finance. Is Constellation Energy (CEG) The Best AI Nuclear Energy Stock to Buy? UbjsP/Shutterstock.com NextEra Energy, Inc., through its subsidiaries, generates, transmits, distributes, and sells electric ...

Group 1 - The article focuses on an update regarding NextEra Energy (NEE) following a review of major EU utilities such as Enel and Engie [1] - The analysis is conducted by buy-side hedge professionals who are engaged in fundamental, income-oriented, long-term analysis across various sectors in developed markets [1] Group 2 - There is no mention of specific financial data or performance metrics related to NextEra Energy or the EU utilities in the provided content [2][3]

Core Insights - NextEra Energy is a leading electric power and energy infrastructure company, focusing on clean energy assets such as natural gas, wind, solar, and nuclear energy [1] Business Structure - NextEra Energy operates two distinct businesses: Florida Power & Light (FPL), the largest electric utility in the U.S., serving approximately 12 million customers in Florida, and NextEra Energy Resources, a major energy infrastructure development company [2][3] Financial Performance - The company has achieved an adjusted earnings per share growth rate of 8.9% annually over the past two decades, significantly outpacing the average utility growth rate of 3.3% [6] - Over the past decade, NextEra's growth rate has accelerated to 10%, compared to 3.1% for its peers [6] Growth Drivers - FPL benefits from Florida's rapid growth and abundant sunshine, allowing for significant investments in solar energy to meet rising power demand [7] - NextEra Energy Resources has capitalized on the increasing demand for clean energy, contributing to the company's overall growth [7] Future Outlook - The company anticipates continued growth, projecting adjusted earnings-per-share growth at the upper end of its 6% to 8% annual target range through 2027 [8] - NextEra expects to increase its dividend by approximately 10% annually through at least next year [8] Competitive Advantages - NextEra Energy's operations in Florida and its focus on clean energy infrastructure provide it with significant competitive advantages, enabling faster growth compared to average utility companies [9]

The utility stock soared in October. Has it paid off for investors?Stockholders of electrical utility NextEra Energy (NEE 0.08%) were feeling juiced this fall as shares of the massive power generation company surged more than 20% between mid-September and late October. That's better than the S&P 500 has done all year!But NextEra has had plenty of disappointing months in its recent past. Does this one-time surge make up for years of underperformance? Here's what investors need to know. One year: Close but no ...

Core Viewpoint - NextEra Energy is positioned to deliver exciting total returns, distinguishing itself from typical utility stocks through faster growth and a strong focus on renewable energy [1][6]. Group 1: Company Growth - NextEra Energy has achieved an adjusted earnings per share growth rate exceeding 10% on a compound annual basis over the past three, five, and ten years, significantly outpacing the low-to-mid single-digit growth of its utility sector peers [2][3]. - The company operates the largest electric utility in the U.S., Florida Power & Light, which benefits from being in a rapidly growing state and leveraging Florida's abundant sunshine for solar energy development [3][5]. Group 2: Market Position and Demand - NextEra Energy is well-positioned to capitalize on increasing power demand driven by AI data centers, new manufacturing facilities, and the growing adoption of electric vehicles [5][6]. - The company has a substantial backlog of renewable energy projects planned for completion in the coming years and is set to restart a dormant nuclear energy facility by 2029 [5][6]. Group 3: Financial Outlook - The company is expected to deliver approximately 8% annual earnings-per-share growth through 2027, alongside a double-digit increase in its dividend yield of 2.68% at least through next year [5][6]. - The anticipated growth in power demand, particularly from AI data centers, could further accelerate NextEra Energy's growth rate beyond 2027, enhancing its potential for robust total returns [6].

Accessibility StatementSkip Navigation NextEra Energy, Inc.NextEra Energy, Inc. (NYSE: NEE) is one of the largest electric power and energy infrastructure companies 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, which provides reliable electricity to approximately 12 million people across Florida. NextEra Energ ...

Core Insights - NextEra Energy, Inc. (NYSE:NEE) is recognized as one of the 15 Best Boring Dividend Stocks to Buy [1] - Morgan Stanley has adjusted its price target for NextEra Energy to $97 from $98 while maintaining an Overweight rating, following a review of the utility sector which underperformed the S&P 500 in October [2] - The International Energy Agency forecasts that AI data centers will consume as much electricity annually as Japan by 2030, presenting a significant growth opportunity for NextEra Energy, which is the largest electricity provider in the U.S. [3] - NextEra Energy has a partnership with Alphabet to restart the Duane Arnold nuclear power plant, expected to generate 615 megawatts of electricity, enough to power hundreds of thousands of homes annually [3] - The company has consistently increased its dividend since 1994, with a 62% increase since 2020, significantly outpacing the 25% inflation rate during the same period [4]