Here’s What Made SCCM Value Equity Fund Add NextEra Energy (NEE) to Its Portfolio

Core Insights - Cullen Capital Management's "SCCM Value Equity Strategy" reported a 6.9% return (gross of fees) and 6.8% (net of fees) in Q3 2025, outperforming the Russell 1000 Value's 5.3% and underperforming the S&P 500's 8.1% return during the same period [1] - Year-to-date, the strategy achieved a 13.0% return (gross), compared to Russell 1000 Value's +11.7% and S&P 500's +14.8% [1] Company Focus: NextEra Energy, Inc. (NYSE:NEE) - NextEra Energy, Inc. operates as a regulated utility (70% of revenue) and renewables company (30% of revenue), benefiting from strong economic growth in its service regions and supportive regulatory environment [3] - The stock has shown a one-month return of 2.17% and a 52-week gain of 10.09%, closing at $84.64 with a market capitalization of $176.27 billion on November 18, 2025 [2] - NextEra's valuation is at the Utilities sector average of 19x forward earnings, with a dividend yield of 2.8%, while the company capitalizes on the growth of solar and wind generation despite federal subsidy roll-backs [3]