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NEE

NEXTERA ENERGY, INC.

In the published model solve dated 2026-Q2, anchored at $81.80, NEXTERA ENERGY, INC. (NEE) is priced for +10.9% growth. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed July 3, 2026 from SEC EDGAR filings.

Published model solve
+10.9% growth
Priced In
elevated

Key Takeaways

NextEra Energy is two businesses in one: Florida Power & Light, a regulated utility at about 68% of the mix, and NextEra Energy Resources, the largest renewables developer in the country, at roughly 32%. What a simple multiple misses is that both grow by deploying capital into a rate base or a contracted project, which a backward-looking earnings frame cannot fully credit. At $86.74 (as of June 27, 2026) the price pays about 34x company-wide operating income, implying roughly 12% operating grow

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Institutional ownership

2,963 institutional managers reported holding NEE in 13F filings for the quarter ended 2026-03-31. Together they hold about 77% of the company; the top 10 hold 39%. 224 opened new positions that quarter. Held by Vanguard Group, BlackRock, State Street, among others. On the short side, 49.8M shares were sold short as of the 2026-06-15 count, about 2% of shares outstanding (4.6 days of typical volume to cover).

Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.

Capital returns

NEE's share count grew 6.1% over the past five years. It pays a dividend, and has for 16 years running, raised 15 years straight; the current rate is $2.27 a share annually. Cash returned over the past three years: $12.12B in dividends.

Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.

Insider activity

Open-market insider buys at NEE over the trailing three years: 2023: 5 buys totaling $1.46M; 2024: 2 buys totaling $1.12M. 24 officers and directors are on file.

Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.

Earnings reactions

NEE's recent reports: the day-one move, then what the following quarter actually did.

reportday onenext quarter
2023-07-27-1.5%-22.1%
2023-11-08+9.6%+8.3%
2024-02-17+0.8%+12.8%
2024-04-24+1.9%+10.2%

Day-one is the close-to-close move around the filing. Nothing here is investment advice.

Recent filings

NEE's latest 8-K filings: 2026-08-25 (items 8.01); 2026-08-11 (items 8.01, 9.01); 2026-07-24 (items 2.02, 9.01); 2026-07-08 (items 5.03, 9.01); 2026-06-22 (items 8.01, 9.01).

Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.

Compare NEE

AEP vs NEECEG vs NEED vs NEEDUK vs NEEEPD vs NEEET vs NEE

Model solve date: 2026-Q2
Narrative composed: July 3, 2026

For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.