Company Dossier · Utilities
NextEra Energy
- S&P 500
- S&P 100
- Russell 1000
What NextEra Energy is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.
Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →
The latest read
Computed from the data on Oct 22, 2026. Every figure links back to its source in the sections below.
- Revenue over the four quarters to March 31, 2026: $25.9 billion, up 7.5% from a year earlier.SEC EDGAR filings (XBRL)
- Long-term debt issued in the fiscal year to December 31, 2025: $23.4 billion.SEC EDGAR filings (10-K)
- Latest earnings call or results release (October 21, 2026): sentiment 0.75 on a −1 to +1 scale (confident, opportunity-framed), confidence 0.80 of 1.Palanor Discourse
- Guidance in the last 90 days: 0 outlook figures raised, 0 lowered, 6 held.Guidance Ledger (8-K results releases)
- Latest annual report (filed February 13, 2026): 1 risk factor added, 1 removed.Risk Factor Changes (10-K Item 1A)
- Insiders were net sellers in Q1 2026: $17.9 million on the open market.SEC Form 4
- 3,057 institutional managers reported a position at June 30, 2026 (+1 on the quarter before).SEC Form 13F
- H-1B filings certified in Q2 2026: 46 (35 a year earlier).U.S. Department of Labor (OFLC)
- Headlines in the last 30 days: 6, of which 1 read positive and 0 negative.Palanor headline tone
Company Posture
How Company Posture is measured →What NextEra Energy is doing, on three axes, from its filings and its own words, as of 2026-10-22. A description, not a rating: Company Posture never says whether to buy.
Expanding ↔ Retrenching
Withheld: 50% of the evidence is readable at this date (needs 60%).
- Capital spending—
- Debt raised—
- Buybacks vs capex—
- Hiring filings90th pct
- Deals and private raises48th pct
- Patent publications53rd pct
Confident ↔ Hedging
Confident
- Call sentiment80th pct
- Call confidence38th pct
- Guidance changes43rd pct
- Risk factors added62nd pct
- Insider open-market trades—
- + Call sentiment
- − Call confidence
- + Risk factors added
Pressure
Components only: Not yet shown as a score: in the back-test it did not add to a naive reader's forecast of impairment, debt acceleration or bankruptcy filings (8-K 2.06, 2.04, 1.03) (not enough events (17 in half 1; needs 20)).
- Fails-to-deliver79th pct
- Stress filings49th pct
Credit
How these are built →NextEra Energy's borrowing from its SEC filings: the bonds it priced and the debt on its latest balance sheet. A description, not a rating.
Debt on the balance sheet
$104B
- Due within a year $10.5B
- Longer term $93.9B
- Default point $57.4B (short + ½ long)
Finance leases included · Mar 31, 2026 filing
Bonds priced, last 12 months
None
U.S. dollar tranches with a term sheet on EDGAR. Deals sold under Rule 144A file none and are not counted.
Charts
Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.
Cash flow
Capital returned and raised
What the company says
Hiring and ownership
In the news
Headlines that name NextEra Energy, with the publisher and a link. The tone is read from each headline’s own words, never from a summary of the article.
- NeutralNextEra Energy: Extreme Quality That Is Rarely This Cheap (NYSE:NEE)
seekingalpha.com · via Marketaux · Oct 10, 2026
- NeutralNextEra Energy, Inc. (NEE) Presents at Wolfe Research Utilities, Midstream & Clean Energy Conference 2026-New York - Slideshow (NYSE:NEE) 2026-10-01
seekingalpha.com · via Marketaux · Oct 1, 2026
- NeutralNextEra Energy (NEE) to Lead $22B Project Star Energy Initiative in Texas
gurufocus.com · via Marketaux · Oct 1, 2026
- PositiveNextEra Energy, partners tapped to develop $22B Texas power plant for data center (NEE:NYSE)
seekingalpha.com · via Marketaux · Oct 1, 2026
- NeutralNextEra (NEE) Benefits from Bipartisan Licensing Reform Progress
gurufocus.com · via Marketaux · Sep 30, 2026
Filings and records
The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.
- Oct 21, 2026LobbyingLobbying report (MO STRATEGIES, INC.)third_quarter 2026 · $0.1 million
- Oct 20, 2026LobbyingLobbying report (TIDES GROUP, LLC)third_quarter 2026 · $0.0 million
- Oct 20, 2026LobbyingLobbying report (ALSTON & BIRD LLP)third_quarter 2026 · $0.1 million
- Oct 20, 2026LobbyingLobbying report (NEXTERA ENERGY, INC.)third_quarter 2026 · $2.2 million
- Oct 20, 2026LobbyingLobbying report (AKIN GUMP STRAUSS HAUER & FELD)third_quarter 2026 · $0.0 million
- Oct 20, 2026LobbyingLobbying report (POLARIS GOVERNMENT RELATIONS, LLC)third_quarter 2026 · $0.1 million
- Oct 19, 2026LobbyingLobbying report (CONTINENTAL STRATEGY, LLC)third_quarter 2026 · $0.1 million
- Oct 19, 2026LobbyingLobbying report (ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG))third_quarter 2026 · $0.1 million
- Sep 3, 20268-KShareholder vote resultsItem 5.07
- May 27, 20268-KShareholder vote resultsItem 5.07
- May 18, 20268-KDirector or officer changeItem 5.02
- May 18, 20268-KMaterial agreement signedItem 1.01
- Mar 10, 20268-KDirector or officer changeItem 5.02
- Feb 13, 202610-KAnnual report (10-K)1 risk factors added, 1 removed
- Oct 16, 2025Trademark
- Aug 14, 2025Risk event
- May 28, 20258-KShareholder vote resultsItem 5.07
- Mar 17, 20258-KDirector or officer changeItem 5.02
- Feb 14, 202510-KAnnual report (10-K)2 risk factors added, 0 removed
- Jan 30, 2025Trademark
- Jan 30, 2025Trademark
- Jan 16, 2025Trademark
- Jan 16, 2025Trademark
- Feb 16, 202410-KAnnual report (10-K)0 risk factors added, 1 removed
Peers
Companies in the same industry in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.
| Company | Revenue | Free cash flow | Through |
|---|---|---|---|
| Exelon EXC | $24.8B | −$2.2B | Mar 31, 2026 |
| Constellation Energy CEG | $24.8B | $0.3B | Jun 30, 2026 |
| Southern Company SO | $30.2B | −$3.5B | Mar 31, 2026 |
| American Electric Power AEP | $22.0B | $2.6B | Mar 31, 2026 |
| Duke Energy DUK | $32.5B | −$3.3B | Mar 31, 2026 |
| Edison International EIX | $19.6B | −$0.6B | Mar 31, 2026 |
| Vistra Corp. VST | $19.0B | $2.3B | Jun 30, 2026 |
| FirstEnergy FE | $15.5B | −$1.7B | Mar 31, 2026 |