NextEra Energy, Inc., through its subsidiaries, generates, transmits, distributes, and sells electric power to retail and wholesale customers in North America. The company generates electricity through wind, solar, nuclear,natural gas, and other clean energy. It also develops, constructs, and operates long-term contracted assets that consists of clean energy solutions, such as renewable generation facilities, battery storage projects, and electric transmission facilities; sells energy commodities; and owns, develops, constructs, manages and operates electric generation facilities in wholesale energy markets. The company had approximately 33,276 megawatts of net generating capacity; approximately 90,000 circuit miles of transmission and distribution lines; and 883 substations. It serves approximately 12 million people through approximately 5.9 million customer accounts in the east and lower west coasts of Florida. The company was formerly known as FPL Group, Inc. and changed its name to NextEra Energy, Inc. in 2010. NextEra Energy, Inc. was founded in 1925 and is headquartered in Juno Beach, Florida.

Для NextEra Energy картина выглядит качественной по операционной эффективности, но дорогой по оценке и неидеальной по балансу. P/E на уровне 24.91 выше медианы отрасли на 22.4%, а P/S 6.70 и P/B 2.76 заметно выше отраслевых ориентиров, что ограничивает потенциал переоценки. При этом мультипликаторы за последние периоды в целом не ухудшаются драматически, но остаются на повышенных уровнях, поэтому рынок уже закладывает сильные ожидания. Рентабельность выглядит сильной: ROE 12.66%, ROA 3.91%, чистая маржа 29.36% и операционная маржа 30.20% выше медианы, а их динамика за 5 лет в основном улучшается. Валовая маржа 81.96% также высокая и стабильная, что подтверждает устойчивость бизнес-модели коммунального сектора с качественным активным профилем. Выручка, прибыль и EBITDA в целом растут, а net income и operating income находятся на высоких абсолютных уровнях, что поддерживает фундаментальную стоимость. Однако ликвидность слабая: current ratio 0.54 и quick ratio 0.49 ниже отраслевых ориентиров, что типично для капиталоёмкого utility-бизнеса, но всё же добавляет осторожности. Долговая нагрузка заметная: debt/equity 1.41 и long-term debt 84.17 млрд при росте обязательств по годам указывают на чувствительность к ставкам и стоимости рефинансирования. Дивидендная доходность 0.73% выглядит скромно и снизилась относительно прошлых периодов, поэтому дивидендный аргумент сейчас не является главным драйвером оценки. Net worth и собственный капитал растут, а активы увеличиваются, что говорит о расширении базы бизнеса, но рост пассивов идёт почти тем же темпом. В сумме это качественная, прибыльная и масштабная компания, но с премией к отрасли и без явного дисконта, который бы оправдывал агрессивный апсайд. Для инвестора это скорее история стабильного качества и умеренного роста, чем сильной недооценки, поэтому целевой прогноз стоит слегка снизить из-за дорогих мультипликаторов и долгового профиля при сохранении сильной операционной базы.

NextEra Energy, Inc.

Сильный индекс, значительно упал. Быки в растерянности.

Strong index, significantly down. The bulls are confused.

Сильный индекс, значительно вырос. Рынок на стороне быков.

Strong index, significantly up. The market is on the bulls' side.

Средний индекс, незначительно вырос. Приток средств в лонги остается положительным.

Medium index, slightly up. The inflow of funds into longs remains positive.

NEE демонстрирует сильную рентабельность и рост прибыли, но торгуется с премией к отрасли и несёт заметную долговую нагрузку, что ограничивает апсайд.

Key Points
Top-tier dividend stocks provide what investors need to succeed in the current climate.
Three dividend stocks especially fit the moment: Coca-Cola, Dominion Energy, and Enterprise Products Partners.
Even if the Fed doesn't increase rates and inflation wanes, these stocks should still deliver for investors.
Forget rate cuts. They aren't coming anytime soon. Instead, the probability of rate hikes is rising, based on Fed funds futures prices.
You can blame it in large part on persistently sticky inflation. The war with Iran continues, keeping oil prices elevated. The longer oil prices remain high, the more likely it is that the prices of other products will increase.
Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue »
Some investors could be tempted to run for the hills. Others could stick their heads in the sand. But there's a better alternative. One type of stock is built to thrive in exactly this kind of environment.
The case for top-tier dividend stocks
Top-tier dividend stocks provide what investors need to succeed in the current climate. By "top-tier," I'm referring to the stocks of companies that have resilient underlying business models, strong balance sheets, and growing dividends.
Bonds can become more attractive to investors when the Federal Reserve maintains or increases interest rates. However, the stocks of some dividend stocks can compete with bond yields while also offering growth that bonds can't match.
We don't have to look far back to see how top-tier dividend stocks perform in a higher-rate environment. During the 2022 bear market, the Fed cranked up rates. The S&P 500 (SNPINDEX: ^GSPC) plunged 19%. But dividend stocks handily outperformed the broader market.
There are several reasons why top-tier dividend stocks are ideal picks when rates rise. For one thing, they're usually viewed by many investors as safe havens. Their growing dividends can provide a hedge against high inflation. Their businesses also often have pricing power that protects their profit margins from inflationary erosion.
Dividend stocks that fit the moment
I can think of several top-tier dividend stocks that look particularly appealing with today's dynamics. Each of them checks off all the boxes mentioned earlier.
The Coca-Cola Company (NYSE: KO) arguably stands in a league of its own. It's a member of the Dividend Kings, a group of companies that have increased their dividends for at least 50 consecutive years. Coca-Cola's streak of dividend hikes is now at 64 straight years. Its forward dividend yield is a healthy 2.6%. The beverage giant also commands solid pricing power.
Furthermore, Coca-Cola's stock delivered a nice gain the last time the Fed raised interest rates. So did Enterprise Products Partners (NYSE: EPD). The pipeline stock trounced the S&P 500 in 2022. Enterprise's business is largely insulated from inflation, with roughly 90% of its long-term contracts containing price escalation provisions.
The midstream energy leader has increased its distribution for an impressive 27 consecutive years. Enterprise Products Partners doesn't need much unit-price appreciation to deliver a double-digit total return, given its distribution yield of around 5.9%.
Utility stocks also often hold up quite well during periods with the possibility of rate hikes and sticky inflation. I like Dominion Energy (NYSE: D) in today's market. Granted, Dominion's share price fell more than the S&P 500 did in 2022. However, the company is in a stronger position now for two key reasons.
First, Dominion enjoys a massive tailwind from the rapid build-out of data centers. Its home state, Virginia, is the world's hottest data center market. Second, NextEra Energy (NYSE: NEE), the largest utility by market cap, is in the process of acquiring Dominion. The price tag for the deal is almost 15% higher than Dominion's current share price.
What if the tide turns?
Of course, it's entirely possible that inflation could wane if the Iran war is concluded soon and oil prices sink. The Fed may not be forced to increase rates after all. Would that mean these three top-tier dividend stocks would become poor choices for investors? I don't think so.
Coca-Cola still has solid growth prospects, especially in developing markets. The demand for U.S.-produced natural gas should remain strong, boding well for Enterprise Products Partners' business. Both Enterprise and Dominion are poised to continue benefiting from the explosive data center growth. These three dividend stocks are good picks regardless of interest rate and inflation trends.
Should you buy stock in Dominion Energy right now?
Before you buy stock in Dominion Energy, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Dominion Energy wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $433,268!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,259,391!*
Now, it’s worth noting Stock Advisor’s total average return is 935% — a market-crushing outperformance compared to 206% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
*Stock Advisor returns as of June 14, 2026.
Keith Speights has positions in Dominion Energy and Enterprise Products Partners. The Motley Fool has positions in and recommends NextEra Energy. The Motley Fool recommends Dominion Energy and Enterprise Products Partners. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Rate Cuts Are Dead. Inflation Is Sticky. Here's 1 Type of Stock Built to Thrive in Exactly This Environment.

Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the ProShares Ultra S&P500 (Symbol: SSO) where we have detected an approximate $230.3 million dollar outflow -- that's a 2.9% decrease week over week (from 122,200,000 to 118,700,000). Among the largest underlying components of SSO, in trading today TJX Companies (Symbol: TJX) is down about 0.6%, NextEra Energy Inc (Symbol: NEE) is up about 1.2%, and Boeing Co. (Symbol: BA) is lower by about 1.6%. For a complete list of holdings, visit the SSO Holdings page » The chart below shows the one year price performance of SSO, versus its 200 day moving average:
Looking at the chart above, SSO's low point in its 52 week range is $44.985 per share, with $70.125 as the 52 week high point — that compares with a last trade of $66.17. Comparing the most recent share price to the 200 day moving average can also be a useful technical analysis technique -- learn more about the 200 day moving average ».
Exchange traded funds (ETFs) trade just like stocks, but instead of ''shares'' investors are actually buying and selling ''units''. These ''units'' can be traded back and forth just like stocks, but can also be created or destroyed to accommodate investor demand. Each week we monitor the week-over-week change in shares outstanding data, to keep a lookout for those ETFs experiencing notable inflows (many new units created) or outflows (many old units destroyed). Creation of new units will mean the underlying holdings of the ETF need to be purchased, while destruction of units involves selling underlying holdings, so large flows can also impact the individual components held within ETFs.
Further SSO Research:
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

SSO, TJX, NEE, BA: Large Outflows Detected at ETF

Key Points
NextEra Energy's interest in Dominion Energy underscores the AI data center industry’s soaring demand for electricity.
Some potential pairings within the utility industry are better suited than others in terms of geography and infrastructure integration.
It will come as no surprise that nuclear power production is a prominent factor in predicting which two utility names will be the next to team up.
Major mergers and acquisitions within the utility sector are relatively rare; most of the dealmaking in this business to-date has been for fairly small, affordable names that easily "bolt on" to existing operations. That's what makes NextEra Energy's (NYSE: NEE) recently announced intention of acquiring fellow power provider Dominion Energy (NYSE: D) so interesting.
Both companies are already among the biggest names in the business. Combining them -- assuming regulators allow it -- will create the world's biggest utility company by a country mile.
Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue »
And this begs the question, now that other utility names have good reason to fear missing out on an acquisition opportunity, what name might be the next target? For that matter, which name might be the next buyer?
Not the first, but certainly the biggest (and for a good reason)
NextEra Energy's $67 billion effort to own Dominion isn't actually the first one of these mega mergers, even if it's the biggest. In March, Global Infrastructure Partners and EQT Infrastructure unveiled their plans to jointly buy AES Corp. Constellation Energy (NASDAQ: CEG) recently closed on a deal largely to combine its nuclear fleet with Calpine's geothermal and natural gas operations. Google parent Alphabet is even getting in on the action, deciding late last year to shell out nearly $5 billion for Intersect, which specializes in powering artificial intelligence (AI) data centers.
That's the chief driver for most of this recent dealmaking, of course -- the artificial intelligence industry needs more electricity than the nation's utility industry is capable of producing. Indeed, Goldman Sachs believes U.S. data center electricity consumption will double within a year. Providing it has become a very lucrative business, or in the case of Alphabet's purchase of Intersect, it helps assure you have it when needed.
That's also the chief reason NextEra is interested in Dominion, even if neither party explicitly said it. Dominion's core market is Virginia, which is home to roughly 700 data centers.
That's an important detail to keep in mind when predicting the next likely acquisition target within the utilities business.
The top prospective buyer and buyee
All predictions about any aspect of the stock market should be taken with a BIG grain of salt. Nobody has access to a functioning crystal ball. There's still value in the thought exercise, however, if only to compare and contrast different companies.
To this end, Vistra (NYSE: VST) is arguably the next -- or at least one of the next -- likely acquisition targets within the utility sector.
It's not exactly a major household name, mostly because it's not much of a consumer-facing company. Through a handful of other brands, it directly serves approximately 5 million residential and business utility customers. The core of its business, however, is wholesaling electricity generated by its own fleet of natural gas, coal, nuclear, and renewable power plants to other utility companies. All told, it's got enough capacity to generate up to 44,000 megawatts of electricity. That's enough to power about 30 million homes, or, of course, several hundred data centers.
The crux of the bullish argument is simply that it's ready and able to create and deliver power to grids in Texas, California, and to most of the northeastern United States today, leveraging its long-established presence as a wholesaler with access to key portions of the nationwide grid.
That's how it was able to secure direct deals with Amazon and the Facebook parent Meta Platforms to help both parties power their next-generation centers, ultimately justifying and supporting the establishment of new nuclear power facilities that could serve future customers beyond these two big ones.
The kicker: Vistra shares remain reasonably affordable at around 15 times this year's projected per-share earnings of $9.08, while the company's market cap itself is a fairly modest $50 billion. That's within reach for most prospective suitors.
To this end, which player might actually be interested enough to pull this trigger? Again, take any such prediction with a grain of salt. Nobody really knows.
If there was any outfit that would gain from such a deal simply because it doesn't have -- and can't necessarily build -- what Vistra brings to the table, it's the aforementioned Constellation Energy, which already has the biggest nuclear power fleet in the United States. In fact, it generates more nuclear power than the rest of the United States' utility companies combined, accounting for more than 80% of its total power production. It can most definitely find some synergies with Vistra's nuclear power development plans.
It's also worth noting that, following the Calpine tie-up, Constellation has a strong presence in Texas, California, and much of the Northeast, where Vistra also does. To the extent geography matters, the company would have little trouble integrating Vistra with its other operations, and vice versa, perhaps gaining access to a grid or connection it might not otherwise have.
There's also no denying that, as the nation's fifth-largest utility (by market cap and revenue), Constellation is better positioned financially than most to get such a deal done.
The one to beat
Once again, it can't be stressed enough that this is strictly a well-reasoned guess. This tie-up may or may not ever materialize. Others might materialize first. Anything's possible. And of course, betting on an acquisition alone is a lousy reason to own any stock.
This particular pairing does make a great deal of logical and logistical sense, though. It's a prospect that will be tough to top with any other proposed combination of utility companies anyway.
Should you buy stock in Vistra right now?
Before you buy stock in Vistra, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Vistra wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $442,220!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,230,114!*
Now, it’s worth noting Stock Advisor’s total average return is 926% — a market-crushing outperformance compared to 203% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
James Brumley has positions in Alphabet. The Motley Fool has positions in and recommends Alphabet, Amazon, Constellation Energy, EQT, Goldman Sachs Group, Meta Platforms, and NextEra Energy. The Motley Fool recommends Dominion Energy and Vistra. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Prediction: NextEra Energy's $67 Billion Dominion Acquisition Could Spur More Utility Deals. This Tie-Up Could be Next.

NextEra Energy (NEE) closed at $84.01 in the latest trading session, marking a -2.13% move from the prior day. This change lagged the S&P 500's daily gain of 0.3%. Meanwhile, the Dow lost 0.16%, and the Nasdaq, a tech-heavy index, added 0.86%.
Heading into today, shares of the parent company of Florida Power & Light Co. had lost 7.8% over the past month, lagging the Utilities sector's loss of 4.28% and the S&P 500's gain of 1.92%.
Analysts and investors alike will be keeping a close eye on the performance of NextEra Energy in its upcoming earnings disclosure. On that day, NextEra Energy is projected to report earnings of $1.13 per share, which would represent year-over-year growth of 7.62%. In the meantime, our current consensus estimate forecasts the revenue to be $7.97 billion, indicating a 18.96% growth compared to the corresponding quarter of the prior year.
For the annual period, the Zacks Consensus Estimates anticipate earnings of $4.01 per share and a revenue of $31.87 billion, signifying shifts of +8.09% and +16.27%, respectively, from the last year.
Investors should also take note of any recent adjustments to analyst estimates for NextEra Energy. These revisions help to show the ever-changing nature of near-term business trends. As such, positive estimate revisions reflect analyst optimism about the business and profitability.
Our research shows that these estimate changes are directly correlated with near-term stock prices. To utilize this, we have created the Zacks Rank, a proprietary model that integrates these estimate changes and provides a functional rating system.
The Zacks Rank system ranges from #1 (Strong Buy) to #5 (Strong Sell). It has a remarkable, outside-audited track record of success, with #1 stocks delivering an average annual return of +25% since 1988. Within the past 30 days, our consensus EPS projection has moved 0.05% higher. Right now, NextEra Energy possesses a Zacks Rank of #3 (Hold).
In terms of valuation, NextEra Energy is presently being traded at a Forward P/E ratio of 21.41. Its industry sports an average Forward P/E of 18.2, so one might conclude that NextEra Energy is trading at a premium comparatively.
Investors should also note that NEE has a PEG ratio of 2.52 right now. This metric is used similarly to the famous P/E ratio, but the PEG ratio also takes into account the stock's expected earnings growth rate. The average PEG ratio for the Utility - Electric Power industry stood at 2.65 at the close of the market yesterday.
The Utility - Electric Power industry is part of the Utilities sector. This industry currently has a Zacks Industry Rank of 153, which puts it in the bottom 38% of all 250+ industries.
The strength of our individual industry groups is measured by the Zacks Industry Rank, which is calculated based on the average Zacks Rank of the individual stocks within these groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Be sure to use Zacks.com to monitor all these stock-influencing metrics, and more, throughout the forthcoming trading sessions.
Beyond Nvidia: AI's Second Wave Is Here
The AI revolution has already minted millionaires. But the stocks everyone knows about aren't likely to keep delivering the biggest profits. AI’s second wave is moving from infrastructure to implementation and these companies are at the forefront of this transition, positioned to become what Amazon and Google were to the internet era.
See Stocks Now >>
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

NextEra Energy (NEE) Stock Sinks As Market Gains: What You Should Know

GE Vernova Inc.’s GEV Electrification segment is benefiting from several long-term trends, including accelerating electricity demand, industrial electrification, grid expansion and the rapid buildout of artificial intelligence data centers. These trends are driving substantial investment in transmission networks, substations, grid automation technologies and power conversion equipment.
The momentum was evident in the first quarter of 2026. Electrification orders increased 86% organically year over year to $7.1 billion, while revenues climbed 61%. Growth was broad-based across the segment's portfolio, including power transmission equipment, grid solutions and electrification technologies.
The Electrification segment's backlog exceeded $42 billion at the end of the first quarter, reflecting continued customer demand for transmission infrastructure and grid modernization projects. Utilities around the world are investing in new transmission capacity to connect power generation assets and improve grid reliability as electricity consumption continues to rise.
Profitability is improving alongside growth. Electrification EBITDA more than doubled from the prior-year period, while EBITDA margin expanded to 17.8% from 11.1% a year ago. The improvement reflects higher volumes, favorable pricing, improved project execution and a greater mix of higher-margin products and services.
GEV invested $0.4 billion in capital expenditures, including initiatives to expand production capacity in its Power and Electrification businesses. This investment is part of the company's commitment to deploy $6 billion between 2025 and 2028, including $1 billion from Prolec GE during the 2026-2028 period.
With demand strengthening across multiple end markets, the Electrification segment is becoming an increasingly important contributor to GE Vernova's growth and profitability profile.
Companies Benefiting From Electrification Trends
Alongside GE Vernova, several other companies positioned to benefit from rising electricity demand and power infrastructure investments are discussed below.
Eaton Corporation ETN continues to benefit from growing demand for electrical equipment, power management systems and data center infrastructure as utilities and industrial customers expand capacity.
NextEra Energy, Inc. NEE is investing heavily in transmission infrastructure, renewable generation and grid expansion projects to support growing electricity demand across its service territories and renewable energy business.
GEV Stock’s Earnings Estimates
The Zacks Consensus Estimate for 2026 EPS indicates an increase of 72.81% and that for 2027 EPS implies a decline of 20.27% year over year.
Image Source: Zacks Investment Research
GEV Stock Trading at a Premium
GEV is trading at a premium relative to the industry, with a forward 12-month price-to-earnings of 33.48X compared with the industry average of 21.04X.
Image Source: Zacks Investment Research
GEV Stock’s Price Performance
In the past six months, the company’s shares have risen 49.3% compared with the industry’s 3% growth.
Image Source: Zacks Investment Research
GEV’s Zacks Rank
The company currently has a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Beyond Nvidia: AI's Second Wave Is Here
The AI revolution has already minted millionaires. But the stocks everyone knows about aren't likely to keep delivering the biggest profits. AI’s second wave is moving from infrastructure to implementation and these companies are at the forefront of this transition, positioned to become what Amazon and Google were to the internet era.
See Stocks Now >>
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
NextEra Energy, Inc. (NEE) : Free Stock Analysis Report
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Is Electrification Becoming GE Vernova's Most Valuable Business?

Key Points
Coca-Cola is a Dividend King with a durable business.
NextEra Energy is the largest utility and continues to grow its dividend.
Realty Income pays a juicy monthly dividend and has a resilient business model.
Income investing goes far beyond merely finding stocks with high dividend yields. An attractive yield today could turn into no yield sooner than you might think with some stocks. Instead, smart income investors know that the most important step is to identify companies with businesses built to last and a long-term commitment to paying and growing their dividends.
With these kinds of companies, you don't have to fret about what will happen to the dividends when inflation surges, recession fears rise, and geopolitical uncertainty increases. They keep the income flowing (and usually growing) through it all.
Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue »
Do you want income for life? Here are three stocks to buy and never sell.
1. The Coca-Cola Company
The Coca-Cola Company (NYSE: KO) is a textbook example of a durable business. It was founded in 1892, nearly six years after the first Coca-Cola fountain drink was served. More than 134 years later, the company is still going strong.
Coca-Cola now owns 32 brands that generate at least $1 billion in annual revenue. The company has achieved a 7% organic revenue growth rate over the last decade, compared to 4% for consumer packaged goods peers. And it still has strong growth prospects ahead, especially in developing and emerging markets.
The stock is a perennial favorite among income investors, for good reason. Its forward dividend yield is roughly 2.7% now, but your effective future yield will almost certainly be even higher. Coca-Cola is a member of the Dividend Kings, an elite group of stocks that have increased their dividends for at least 50 consecutive years. The company's streak of dividend increases stands at 64 years.
Coca-Cola is the longest-held position in Berkshire Hathaway's (NYSE: BRKA) (NYSE: BRKB) portfolio. In his 2023 letter to Berkshire shareholders, legendary investor Warren Buffett wrote about the company: "When you find a truly wonderful business, stick with it."
2. NextEra Energy
NextEra Energy (NYSE: NEE) ranks as the largest utility company by market cap. It owns Florida Power & Light, the largest electric utility in the U.S., which provides electricity to around 12 million people in Florida. The company also operates the largest energy infrastructure developer in the U.S.
As a top utility, NextEra Energy arguably has one of the safest businesses around. The company provides services that consumers and businesses absolutely must have. It's also a regulated monopoly with no direct competition.
NextEra pays a dividend that yields 2.9%. The company increased its dividend by 10% in 2026 and expects around 6% growth over the next two years. NextEra's dividend payout ratio of 59% gives it the financial flexibility to achieve this goal.
One knock against utility stocks is that they usually don't deliver exceptional growth. However, NextEra Energy thinks it will grow robustly over the next decade, with rising demand for artificial intelligence (AI) one of its key growth drivers. The company also plans to acquire Dominion Energy (NYSE: D) in a deal that would make it the No. 1 utility in nearly every category.
3. Realty Income
Realty Income (NYSE: O) is the world's sixth-largest global real estate investment trust (REIT). It owns 15,571 properties leased to 1,786 clients. The company's tenants represent 92 industries, with grocery stores, convenience stores, home improvement stores, and dollar stores making up roughly one-third of its total annualized base rent.
The REIT has generated positive operation returns (year-over-year adjusted funds from operations per share growth plus dividend yield) for 31 consecutive years. Its occupancy rates have consistently topped the industry medians for decades and have never fallen below 96.6% in any year.
Realty Income offers an especially juicy dividend yield of 5.4%. The company has increased its dividend for over 31 consecutive years. Even better for income investors, the REIT pays a monthly dividend for 670 consecutive months.
What about growth potential? Realty Income checks off this box, too. Europe is an especially attractive opportunity, with an estimated total addressable market of $8.5 trillion and fragmented competition.
Should you buy stock in Coca-Cola right now?
Before you buy stock in Coca-Cola, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Coca-Cola wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $443,191!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,258,838!*
Now, it’s worth noting Stock Advisor’s total average return is 941% — a market-crushing outperformance compared to 211% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
*Stock Advisor returns as of June 7, 2026.
Keith Speights has positions in Berkshire Hathaway, Dominion Energy, and Realty Income. The Motley Fool has positions in and recommends Berkshire Hathaway, NextEra Energy, and Realty Income. The Motley Fool recommends Dominion Energy. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Want Income for Life? Here Are 3 Stocks to Buy Now and Never Sell.

Key Points
The geopolitical conflict in the Middle East has pushed oil prices higher.
Gasoline prices are high as this year's driving season gets underway.
The impact of electric vehicles may be greater this year than ever before.
When investors think about the annual summer driving season, oil and gasoline have historically been the primary focus. This year, oil and gasoline have been headline news daily due to the geopolitical conflict in the Middle East. That's likely to remain the case regardless of how much people drive.
But high energy prices could shift demand, making electricity more important than ever. Three stocks you may want to keep an eye on are NextEra Energy (NYSE: NEE), Constellation Energy (NASDAQ: CEG), and Brookfield Renewable (NYSE: BEP)(NYSE: BEPC). Here's a primer on each one.
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The EV fleet is bigger than ever before
Normally, driving season is about energy companies like integrated energy giant Chevron (NYSE: CVX) and refiner Valero (NYSE: VLO). Chevron's business spans the entire energy value chain, from producing oil to transporting it and processing it into gasoline and other products. Valero sits at the end of the chain, transforming oil into other products. Energy companies like these will likely see a boost from driving season.
However, the bigger story today is the geopolitical conflict in the Middle East. It is an ongoing event that will likely have far more sway over energy prices and, thus, the performance of energy stocks, than the driving season. However, there's another possible consequence from this conflict.
In early 2026, sales of used electric vehicles (EVs) spiked. One logical reason for that is high energy costs. Meanwhile, the percentage of EVs among all vehicles on the road is roughly 2%. Some might argue that 2% is a tiny number, which it is, but it represents more than 5.5 million vehicles. That's a substantial number on an absolute basis, and with gasoline prices so high, consumers could favor EVs over combustion engine vehicles.
Demand is already high for electricity
Potential electricity demand this driving season will add to the demand already coming from data centers and artificial intelligence. The three together are key factors in the expected step change in overall demand, with electricity demand projected to grow by 60% between 2025 and 2045. For reference, demand only grew 9% between 2005 and 2025. Those stats come from NextEra Energy, the world's largest utility. It is also one of the world's largest producers of solar and wind power.
NextEra is set to get even larger, with plans to buy competitor Dominion Energy (NYSE: D). That will expand its geographic reach to four states and set it up for even more rapid long-term growth. If high oil prices lead consumers to use more electricity this driving season, the long-term story could get even better here. In other words, 2026 could be an important inflection point for the business and the stock.
Nuclear power is also becoming an increasingly important source of electricity. Contract power generator Constellation Energy has one of the largest U.S. fleets of nuclear reactors. It is already seeing increased demand from data centers, and transportation demand could be icing on the cake. Notably, it recently acquired Calpine, a company focused on natural gas power plants. Those often get tapped during peak demand periods, like when it is warm in the summer. If this year's driving season comes with an electric demand spike in transportation, Constellation Energy could be a big near-term beneficiary.
Increased demand for electricity from transportation will also be a long-term benefit to Brookfield Renewable. This company has a global portfolio of renewable power assets. It sells power under long-term contracts, so there won't likely be a near-term impact on its business. However, if this driving season marks a shift toward electric vehicles, the clean energy Brookfield Renewable provides could become increasingly important globally. That could easily increase the rate at which Brookfield Renewable builds new assets, which investors would likely price into the stock pretty quickly.
This summer could be the leading edge of an important change
Electricity is an increasingly important source of energy. When oil prices are low, the transition from carbon energy sources to electricity isn't as pressing. However, with oil prices at lofty levels, electricity looks increasingly attractive. This year's driving season could be an important test.
Constellation Energy is a more growth-oriented story, noting it only has a dividend yield of around 0.6%. However, NextEra Energy's yield is 2.9%, and Brookfield Renewable Partners' yield is 4.2%. Both have solid histories of annual dividend increases, making them attractive to dividend investors.
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Reuben Gregg Brewer has positions in Brookfield Renewable Partners. The Motley Fool has positions in and recommends Chevron, Constellation Energy, and NextEra Energy. The Motley Fool recommends Brookfield Renewable, Brookfield Renewable Partners, and Dominion Energy. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Are These 3 Energy Stocks About to Soar as Driving Season Kicks Off in the United States?

Shares of NextEra Energy NEE have gained 5.3% in the year to date period compared with the Zacks Utility - Electric Power industry’s rally of 3.9%. The company has also outperformed the Zacks Utilities sector’s return of 3.9%.
NextEra Energy’s share price has advanced on the strength of solid operational execution and a consistently growing customer base, which continues to support rising demand for its services. Additionally, easing interest rates are expected to lower financing costs, enhancing the outlook for this capital-intensive utility.
Price Performance (YTD Period)
Image Source: Zacks Investment Research
Another utility, The Southern Company SO, has a well-chalked-out capital investment plan to support clean power generation and grid modernization to support load growth. In the year-to-date period, Southern Company gained 3.8%, underperforming its industry.
Should NextEra Energy be added to your portfolio purely on the back of price strength? Let’s delve deeper and find out the factors that can help investors decide whether it is a good entry point to add NEE stock to their portfolio.
What’s Driving NextEra Energy’s Consistent Stock Performance?
NextEra Energy continues to invest aggressively to strengthen and expand its operations. The company expects to deploy nearly $94.2 billion between 2025 and 2030 to support infrastructure growth and enhance long-term value creation. Of this amount, approximately $57.38 billion is earmarked for Florida Power & Light (“FPL”) to fund new generation resources, transmission and distribution enhancements, and grid modernization initiatives, while about $36 billion will be invested in NextEra Energy Resources to further expand its clean-energy portfolio.
NextEra Energy Resources remains focused on building its renewable energy platform through sustained investments in clean-energy assets. The company projects the addition of approximately 76.6-107.6 GW of renewable generation capacity between 2026 and 2032 and currently has a renewable development backlog exceeding 33 GW. Leveraging operational excellence, economies of scale and strategically positioned projects, NextEra Energy continues to benefit from one of the lowest cost structures in the utility sector, supporting strong profitability and competitive positioning.
A robust Florida economy is creating favorable growth opportunities for NextEra Energy by driving rising electricity demand. The company is well-equipped to capitalize on this trend through ongoing investments in infrastructure expansion and grid modernization. Additionally, FPL maintains residential electricity rates that remain well below the national average, strengthening its ability to attract new customers and retain existing ones while supporting sustained growth.
NextEra Energy benefits from one of the lowest-cost operating models in the utility sector, backed by strong operational performance, renewable energy scale advantages and strategically located assets. These factors support healthy profit margins and strengthen the company's competitive standing.
Nearly 89% of NextEra Energy’s customers are residential, while commercial and industrial users account for the balance. The company’s scale, technological expertise and operational efficiency enable it to generate consistently strong returns. Additionally, NextEra Energy’s broad service territory and expanding renewable energy portfolio enhance its market position and provide a durable competitive advantage.
NextEra Energy’s Earnings Estimates Moving Up
The Zacks Consensus Estimate for NEE’s 2026 and 2027 earnings per share indicates an increase of 0.25% and 0.23%, respectively, in the past 60 days.
Image Source: Zacks Investment Research
Another utility, Duke Energy Corporation DUK, is also making smart capital investments to expand its clean energy generation assets. DUK’s 2026 and 2027 earnings per share remained unchanged in the past 60 days.
NEE Stock Returns Better Than Its Industry
Return on equity (“ROE”) is a financial ratio that measures how well a company uses its shareholders’ equity to generate profits. The current ROE of the company indicates that it is using shareholders’ funds more efficiently than peers.
NextEra Energy’s trailing 12-month ROE is 12.25%, ahead of the industry average of 11.09%.
Image Source: Zacks Investment Research
Duke Energy’s ROE is currently pegged at 9.73%, which is lower than its industry returns.
NextEra Energy’s Shares Trading at a Premium
The company is currently valued at a premium compared with its industry on a forward 12-month P/E basis. NextEra Energy is currently trading at 20.34X compared with the industry average of 15.29X.
Image Source: Zacks Investment Research
The Southern Company is currently trading at 16.16X, also a premium to its industry.
NextEra Energy Increases Shareholders Value
NextEra Energy has authorization in place to repurchase as many as 180 million shares over an unspecified duration. The company also aims to increase its dividend by nearly 10% annually through at least 2026, followed by approximately 6% yearly growth from the end of 2026 through 2028, pending board approval.
NEE’s current quarterly dividend is 62.32 cents per share, while the dividend yield of 2.95% remains higher than 1.43% of the S&P 500 composite.
Wrapping Up
NextEra Energy continues to deliver stable performance, supported by increasing demand for clean energy across its service areas. To meet this growing demand, the company is consistently expanding its renewable energy portfolio. Additionally, Florida’s strong economic growth is creating favorable conditions for further customer and load expansion.
Given the positive trend in earnings estimate revisions and solid return on equity, investors may consider maintaining their positions in this Zacks Rank #3 (Hold) utility stock. However, with NEE currently trading at a premium valuation, prospective investors may be better served waiting for a more attractive entry point before initiating or adding to positions.
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
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NextEra Energy, Inc. (NEE) : Free Stock Analysis Report
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

NextEra Energy Outpaces Industry in YTD: How to Play the Stock?

Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the Vanguard Total Stock Market ETF (Symbol: VTI) where we have detected an approximate $4.2 billion dollar inflow -- that's a 0.6% increase week over week in outstanding units (from 1,762,581,216 to 1,773,911,805). Among the largest underlying components of VTI, in trading today Procter & Gamble Company (Symbol: PG) is up about 1.1%, Home Depot Inc (Symbol: HD) is up about 0.1%, and NextEra Energy Inc (Symbol: NEE) is higher by about 0.4%. For a complete list of holdings, visit the VTI Holdings page » The chart below shows the one year price performance of VTI, versus its 200 day moving average:
Looking at the chart above, VTI's low point in its 52 week range is $291.069 per share, with $374.70 as the 52 week high point — that compares with a last trade of $371.93. Comparing the most recent share price to the 200 day moving average can also be a useful technical analysis technique -- learn more about the 200 day moving average ».
Exchange traded funds (ETFs) trade just like stocks, but instead of ''shares'' investors are actually buying and selling ''units''. These ''units'' can be traded back and forth just like stocks, but can also be created or destroyed to accommodate investor demand. Each week we monitor the week-over-week change in shares outstanding data, to keep a lookout for those ETFs experiencing notable inflows (many new units created) or outflows (many old units destroyed). Creation of new units will mean the underlying holdings of the ETF need to be purchased, while destruction of units involves selling underlying holdings, so large flows can also impact the individual components held within ETFs.
Further VTI Research:
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Notable ETF Inflow Detected - VTI, PG, HD, NEE

In trading on Monday, shares of NextEra Energy Inc (Symbol: NEE) crossed below their 200 day moving average of $85.04, changing hands as low as $83.91 per share. NextEra Energy Inc shares are currently trading off about 3.5% on the day. The chart below shows the one year performance of NEE shares, versus its 200 day moving average:
Looking at the chart above, NEE's low point in its 52 week range is $67.20 per share, with $98.75 as the 52 week high point — that compares with a last trade of $83.69. The NEE DMA information above was sourced from TechnicalAnalysisChannel.com
Click here to find out which 9 other energy stocks recently crossed below their 200 day moving average »
Further NEE Research:
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

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