Feed / NEE

NextEra Energy, Inc.

NEE

Utilities · 82.32 -0.2% today

Isolated · not yet confirmedMarket checked 11 Sept, 15:55 GMT-4

Market read

NextEra Energy, Inc.'s current read is isolated; its market group is not confirming.

No new filing conclusion is available. 0 of 3 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 8 directly disclosed connections are confirming.

Company-0.2% todayVolume comparison unavailable
Market group0 of 3 activeRegulated Electric Utilities · unavailable
Disclosed network0 of 8 confirmingNo filing-linked name is confirming now
What would change this read
  • Favorable after-tax impacts of approximately $846 million were reported for six months ended June 30, 2026 from changes in fair value of interest-rate derivative instruments.
  • Non-qualifying commodity hedges produced approximately $188 million of gains for the three months ended June 30, 2026 (vs $175 million of losses in prior year), affecting operating revenues.

Invalidation: The isolated read changes if NEE's group or a disclosed connection begins moving with it.

Watch this read

Research brief

The story so far

Utilities · Utilities - Regulated Electric

No new filing conclusion is available. 0 of 3 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 8 directly disclosed connections are confirming.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • Favorable after-tax impacts of approximately $846 million were reported for six months ended June 30, 2026 from changes in fair value of interest-rate derivative instruments.
  • Non-qualifying commodity hedges produced approximately $188 million of gains for the three months ended June 30, 2026 (vs $175 million of losses in prior year), affecting operating revenues.

Company research

Understand the business, not just the ticker

As of Sep 12, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods9
Price observations602
Usable filing statements120
Verified relationships11
Evidence supporting the case
  • Latest annual revenue changed +9.8% year over year.
  • Credit and interest rates has repeated favorable evidence across 4 filings.
Evidence challenging the case
  • Net margin changed -3.1 percentage points in the latest annual period.
Questions before a position
  • P/E is 28% above the available filing-peer median; determine whether growth and quality justify the difference.
  • EV/sales is 121% above the available filing-peer median; determine whether growth and quality justify the difference.
Longer-term price context

Price as of Sep 11, 2026

82.32
6m-10.3%12m+15.9%24m+2.9%
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2021-12-31$18.8B+10.6%$1.81+0.2%
2022-12-31$23.0B+22.3%$2.10+0.3%
2023-12-31$24.8B+7.8%$3.60+2.6%
2024-12-31$23.5B-5.2%$3.37+1.4%
2025-12-31$25.8B+9.8%$3.30+0.6%

What management says matters

Persistent and emerging business drivers

Energy and commodity pricesmixed · 5 filings
Operating Revenues Operating revenues for the three months ended June 30, 2026 increased $618 million primarily due to: • the impact of non-qualifying commodity hedges due primarily to changes in energy prices (approximately $188 million of gains for the thre…
10-Q · Jul 24, 2026
Credit and interest ratesmixed · 4 filings
Corporate and Other's results increased for the three and six months ended June 30, 2026 primarily due to favorable non-qualifying hedge activity compared to 2025, partly offset by higher interest expense driven by higher average debt balances.
10-Q · Jul 24, 2026
Foreign exchangemixed · 4 filings
The change in non-qualifying hedge activity is primarily attributable to changes in forward power and natural gas prices, interest rates and foreign currency exchange rates, as well as the reversal of previously recognized unrealized mark-to-market gains or l…
10-Q · Jul 24, 2026
Restructuring and cost reductionsmixed · 4 filings
NEER's results increased for the six months ended June 30, 2026 primarily reflecting the absence of an impairment charge related to the investment in XPLR recorded in 2025, favorable non-qualifying hedge activity compared to 2025 and higher earnings from new…
10-Q · Jul 24, 2026

Valuation discipline

Descriptive valuation snapshot

Price/sales 6.6× · EV/sales 10.0×. Comparisons use only industry-matched filing peers.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

82.32-0.2% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.

Developments

No sourced recent-development timeline yet

Jodie has not returned a relevant primary source or news item for NEE. This is an evidence-coverage gap, not a conclusion that nothing material happened.

Business and financial condition

Reported financial figures are not available yet

Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.

Filing analysis

No comparable filing assessment is available yet

Jodie has not yet found a suitable current-versus-prior filing comparison for NEE. This does not mean the latest filing was neutral or immaterial.

Business ecosystem

The relationships behind NEE

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

PWFiling-linked namecustomerFeb 13, 2026

AND FLORIDA POWER & LIGHT COMPANY NOTES TO CONSOLIDATED FINANCIAL STATEMENTS (Continued) Structured Payables – Under NEE's structured payables program, subsidiaries of NEE issue negotiable drafts, backed by NEECH guarantees, to settle invoices with suppliers…

Depended on by

PORPortland General Electric CompanypartnerMay 1, 2026

Wheatridge Expansion—PGE and NextEra Energy, Inc.

Filing peers

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 6 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

NEE is currently a Early Follower in the organic co-movement group Regulated Electric Utilities. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 2 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.