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 moderate signals.
🇺🇸United States59NEUTRALView United States risk detail →🔌Utilities32WATCH| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| GEV | GE Vernova Inc. | 36 | +15% | ↓12% | EARLY |
| SO | The Southern Company | 36 | +15% | ↓12% | EARLY |
| CEG | Constellation Energy Corporation | 36 | +24% | ↓12% | EARLY |
| SRE | Sempra | 36 | +13% | ↓12% | EARLY |
| DUK | Duke Energy Corporation | 36 | +14% | ↓12% | EARLY |
| NEE | NextEra Energy Inc. | 36 | +20% | ↓12% | EARLY |
| EXC | Exelon Corporation | 36 | +10% | ↓12% | NEUTRAL |
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 |
|---|---|---|---|---|---|
| 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 | Jan 15, 25 | +7.3% |
| Julia LetlowLA | R | Buy | $1k–$15k | Nov 1, 24 | +7.3% |
| Julia LetlowLA | R | Buy | $1k–$15k | Oct 23, 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 | Buy | $1k–$15k | Jul 14, 23 | +14.9% |
| Jared MoskowitzFL | D | Sell | $1k–$15k | Feb 13, 24 | +14.9% |
| C. Scott FranklinFL | R | Buy | $1k–$15k | Aug 1, 24 | +15.9% |
| C. Scott FranklinFL | R | Buy | Unknown amount | Aug 6, 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% |
| Kevin HernOK | R | Buy | $1k–$15k | Jun 17, 24 | +29.0% |
[House Hearing, 119 Congress] [From the U.S. Government Publishing Office] DIGITAL G.I. BILL UNDELIVERED: CONTRACTING CHALLENGES AND THE NEED FOR ACQUISITION REFORM ======================================================================= JOINT HEARING BEFORE THE SUBCOMMITTEE ON TECHNOLOGY MODERNIZATION AND THE …
[Senate Hearing 119-135] [From the U.S. Government Publishing Office] S. Hrg. 119-135 THE POISONING OF AMERICA: FENTANYL, ITS ANALOGUES, AND THE NEED FOR PERMANENT CLASS SCHEDULING ======================================================================= HEARING before the COMMITTEE ON THE JU…