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Price · 1Y
$89.78
Thesis
NextEra is two businesses bolted together: FPL, the regulated Florida utility serving the second-largest US retail customer base, and NextEra Energy Resources, the country's largest developer and operator of wind, solar, and battery storage. The regulated side compounds rate base reliably; the competitive side captures the data-center buildout through long-dated PPAs with hyperscalers.
Few operators can match its development pipeline, interconnection queue position, and balance sheet at the same time. That combination is what lets it sign multi-gigawatt corporate offtake deals while still funding utility growth.
Catalysts
- Hyperscaler PPA signings and pipeline conversion
- FPL rate base growth and constructive Florida regulatory outcomes
- IRA-driven tailwinds on renewables and domestic content
- Battery storage deployments scaling alongside solar
Recent events
Material filings, federal awards, and regulatory activity. Impact is scored against market cap.
- Jul 24M&ASEC
NEE files SEC Form 425 communication related to a business combination.
- Jul 24M&ASEC
NextEra Energy files SEC Form 425 related to business combination communications.
- Jul 24M&ASEC
NextEra Energy files SEC Form 425 for business combination communications.
- Jul 24Financial resultsSEC
NextEra Energy files 8-K (items 2.02, 9.01) disclosing financial results.
- Jul 16M&ASEC
NextEra Energy files SEC Form 425 communication related to business combination.
- Jul 16M&ASEC
SEC Form 425 filing for business combination communications.
- Jul 16M&ASEC
NextEra Energy filed SEC Form 425 on business combination communications.
- Jul 9M&ASEC
NextEra Energy files Form S-4 registration statement for securities in a business combination.