NEENextEra Energy
$82.31-0.16%Real quote · delayedUtilities & clean energyUtilities & power · 13 peers →🏛️ Company factsSEC filings + FINRA official data
Annual revenue $25.8B · latest quarter up 1.7% YoY · profitable (FY net income $6.8B) · short activity within its normal range.
FY revenue
$25.8B
2025-12
Latest Q YoY
+1.7%
FY net income
$6.8B
Diluted EPS
$3.31
Short volume
48.9%
20d avg 45.8% · normal
🐋 5%+ ownership filings (last 180d)
The parties below hold over 5% of this company and disclosed it to the SEC (mandatory in US markets). "Activist" filers state an intent to influence the company; "Passive" are pure investment positions.
- 2026-05-13passive (13G)JPMORGAN CHASE & CO
- 2026-04-30passive (13G)VANGUARD CAPITAL MANAGEMENT LLC
- 2026-03-27passive (13G)VANGUARD GROUP INC
🎯 Market expectations
Expectation reliability Medium · 50/100Nasdaq analyst consensus · the pre-news baseline
- Jun 2026$1.15 vs $1.09+5.5%
- Mar 2026$1.09 vs $0.98+11.22%
- Dec 2025$0.54 vs $0.53+1.89%
- Sep 2025$1.13 vs $1.04+8.65%
The takeaway
This company habitually beats by +6.8% — the next report has to clear that bar to count as good news.
Analyst estimates, not our forecast · not investment advice
What's moving this stock lately
1 direct · 7 2nd-order · 0 thematicRanked by impact strength · strength = estimated move × freshness decay (shorter-lived effects decay faster)
- #1▲2.33%DirectNextEra Just Secured Up to $1.9 Billion to Restart Iowa's Only Nuclear Plant. Here's The Real Reason Why.4d ago
Directly secures up to $1.9bn to restart Duane Arnold with a Google offtake, adding visible nuclear upside and an AI-narrative premium to its $25.8bn revenue base.
Also named: CEG · VST · TLN · GOOGL · GOOG · CCJ
- #2▲1.98%2nd-orderGoogle Is Buying Half a Nuclear Plant's Output Through 2049. Cheap Power Just Became the Real AI Moat.2d ago
Large utility and nuclear assets benefit from structurally rising AI power demand, though scale limits the upside sensitivity.
Also named: CEG · VST · TLN · GOOGL · GOOG · MSFT
- #3▲1.29%2nd-orderGoldman Sachs Says the AI Trade Is Barely Started. The Stocks That Got You Here Will Not Take You There8d ago
A major utility that indirectly benefits from AI-driven grid expansion and new power supply contracts
Also named: NVDA · MSFT · META · AMZN · GOOGL · CEG
- #4▲0.95%2nd-orderBerkshire Hathaway's New CEO Warns Energy Will Be the Biggest Constraint on AI Data Centers9d ago
As the largest U.S. utility and renewables developer, NextEra benefits from sustained investment demand tied to grid expansion and new generation capacity.
Also named: BRK-A · BRK-B · CEG · VST · GOOG · GOOGL
- #5▼0.93%2nd-orderStates That Gave Data Centers Billions in Tax Breaks Are Now Ripping Up the Deals4d ago
Data center-driven load growth is a key assumption in its grid investment plans; the policy reversal introduces uncertainty to incremental demand forecasts
Also named: AMZN · GOOGL · META · MSFT · VRT · ETN
As a major grid and renewables operator, NextEra's long-term incremental power-sales thesis faces marginal pressure if the data-center self-generation trend accelerates.
Also named: BE · PLUG · FCEL · VRT · GEV
High-dividend utility benefiting as expected bond yields decline.
Also named: SPY · VOO · IVV · SPLG · SSO · SPXL
Diversified clean energy leader indirectly benefits as novel baseload sources like geothermal gain validation from major tech buyers, reinforcing the energy transition narrative
Also named: GOOG · GOOGL · MSFT · AMZN · ORA · BKR
🕰️ Price × news · engine report card
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📜 Call history (newest first
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