NextEra is the largest US renewables developer and the primary public-market beneficiary of the AI datacenter power demand boom, with hyperscaler PPAs across solar, wind, storage, and increasingly nuclear restart capacity. Florida Power & Light provides regulated cash flow base. Energy Resources backlog at record levels with extended visibility. Inflation Reduction Act tax credits remain intact post-2024 election. Re-rated multiple on power demand growth.
Thesis reviewed May 29, 2026
NextEra Energy Inc. is headquartered in United States, which is currently showing elevated risk signals.
🇺🇸United States82EXITView United States risk detail →🔌Utilities39WATCH| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| VST | Vistra Corp. | 44 | +21% | ↓12% | EARLY |
| SO | The Southern Company | 44 | +15% | ↓12% | EARLY |
| DUK | Duke Energy Corporation | 44 | +14% | ↓12% | EARLY |
| EXC | Exelon Corporation | 44 | +10% | ↓12% | NEUTRAL |
| NEE | NextEra Energy Inc. | 44 | +20% | ↓12% | EARLY |
| SRE | Sempra | 44 | +13% | ↓12% | EARLY |
| GEV | GE Vernova Inc. | 41 | +15% | ↓12% | EARLY |
Investors who hold NEE may also have indirect exposure through these country funds.
NextEra signs 10 GW of hyperscaler renewable PPAs in 2025
NextEra explores nuclear restart at Duane Arnold site for AI demand
Renewables backlog hits record 25 GW, 4-year visibility
Estimates · Yahoo Finance · Not audited figures
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| Richard Dean Dr McCormickGA | Buy | $1k–$15k | Jul 30, 26 | ||
| Alan Armstrong | Sell | $50k–$100k | Mar 27, 26 | ||
| Thomas H Tuberville | Sell | $15k–$50k | Jun 8, 26 | ||
| Rick LarsenWA | D | Buy | $1k–$15k | Apr 7, 26 | -4.6% |
| Richard Dean Dr McCormickGA | R | Sell | $1k–$15k | Mar 19, 26 | -7.1% |
| Julie JohnsonTX | D | Buy | $1k–$15k | Dec 18, 25 | +6.6% |
| Julia LetlowLA | R | Buy | $1k–$15k | Oct 23, 24 | +7.3% |
| Julia LetlowLA | R | Buy | $1k–$15k | Jan 15, 25 | +7.3% |
| Julia LetlowLA | R | Buy | $1k–$15k | Nov 1, 24 | +7.3% |
| Marjorie Taylor Mrs GreeneGA | R | Buy | $1k–$15k | Nov 25, 24 | +15.0% |
| Greg LandsmanOH | D | Buy | $1k–$15k | Oct 15, 24 | +20.8% |
| Marjorie Taylor Mrs GreeneGA | R | Buy | $1k–$15k | Nov 7, 24 | +18.2% |
| Greg LandsmanOH | D | Buy | $1k–$15k | Sep 10, 24 | +9.7% |
| John JamesMI | R | Buy | $1k–$15k | Sep 4, 24 | +13.7% |
| Jared MoskowitzFL | D | Sell | $1k–$15k | Feb 13, 24 | +14.9% |
| Jared MoskowitzFL | D | Buy | $1k–$15k | Jul 14, 23 | +14.9% |
| C. Scott FranklinFL | R | Buy | Unknown amount | Aug 6, 24 | +15.9% |
| C. Scott FranklinFL | R | Buy | $1k–$15k | Aug 1, 24 | +15.9% |
| Greg LandsmanOH | D | Buy | $1k–$15k | Jan 18, 23 | +17.3% |
| Jared MoskowitzFL | D | Buy | $1k–$15k | Jul 1, 24 | +18.9% |
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