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 elevated risk signals.
๐บ๐ธUnited States78REDUCEView United States risk detail โ๐Utilities32WATCH| Ticker | Company | Score | Gap | Signal ฮ | Action |
|---|---|---|---|---|---|
| EXC | Exelon Corporation | 36 | +10% | โ12% | NEUTRAL |
| SO | The Southern Company | 36 | +15% | โ12% | EARLY |
| GEV | GE Vernova Inc. | 36 | +15% | โ12% | EARLY |
| VST | Vistra Corp. | 36 | +21% | โ12% | EARLY |
| NEE | NextEra Energy Inc. | 36 | +20% | โ12% | EARLY |
| DUK | Duke Energy Corporation | 36 | +14% | โ12% | EARLY |
| SRE | Sempra | 36 | +13% | โ12% | EARLY |
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 ยท Yahoo Finance ยท Not audited figures
| Politician | Party | Type | Amount | Trade Date | Return |
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| Greg LandsmanOH | D | Buy | $1kโ$15k | Jan 18, 23 | +17.3% |
| Jared MoskowitzFL | D | Buy | $1kโ$15k | Jul 1, 24 | +18.9% |
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| Marjorie Taylor Mrs GreeneGA | R | Buy | $1kโ$15k | Jun 24, 24 | +24.2% |