1 Must-Own Energy Stock for the Coming Power Boom

Core Viewpoint - The U.S. electricity demand is projected to surge by 55% over the next 20 years, driven by factors such as AI data centers, onshoring of manufacturing, and increased electrification across sectors [2] Company Overview - NextEra Energy is positioned as a leader in the utility sector, with significant investments in clean energy infrastructure and a strong track record of growth [3][10] - The company operates the largest electric utility in the U.S. (Florida Power & Light) and is a leader in renewables and storage, with over $150 billion invested in energy infrastructure over the last decade [4] Financial Performance - NextEra Energy has delivered a compound annual growth in adjusted EPS of over 10$120 billion over the next four years, aiming to grow its combined fleet to about 121 gigawatts, with 75 gigawatts expected to come from renewable energy by the end of 2027 [6] - NextEra Energy has signed agreements to potentially develop up to 10.5 gigawatts of renewable energy capacity through 2030 and has a joint development agreement for 4.5 gigawatts with Entergy [6] Diversification of Energy Solutions - The company is partnering with GE Vernova to develop new natural gas power generation solutions, combining gas with renewables to meet customer energy needs [7] - NextEra Energy is also exploring the recommissioning of its Duane Arnold nuclear power plant and evaluating the development of small modular reactors for future opportunities [8][9]