Not investment advice. FilingSight is an automated analytical research tool, not a registered investment advisor. Ratings and scores are quantitative analytical classifications, not buy or sell recommendations. Nothing here is personalized to your circumstances. Investing involves risk of loss — consult a licensed professional. See full disclosures.
NextEra Energy
NEEUtilitiesGenerated Aug 19, 2026, 11:20 PM UTC
NEE (NextEra Energy) analytical snapshot. Return on equity 12.52%, ROA 3.21%, ROIC 5.74%. Net income down ▼ +1.6% YoY. Debt/equity 1.70, current ratio 0.54, net debt $91.95B. Market cap $179.15B at $85.91 per share. Trailing P/E 26.03, P/S 12.57, P/B 3.24. EV/Operating income ≈ 32.74 (EV $271.10B). Risk: Moderate. Macro: Risk-on · Supportive. Composite analytical score -13 (data confidence 75%). Descriptive analytics from public filings — not investment advice.
Free SEC analysis
— computed from SEC filings, free to readFilings & Ownership
Latest annual report (10-K) filed Feb 13, 2026. Latest quarterly report (10-Q) filed Jul 24, 2026. 17 recent 8-K material-event filings in the index.
- Latest annual report (10-K) filed Feb 13, 2026.
- Latest quarterly report (10-Q) filed Jul 24, 2026.
- 17 recent 8-K material-event filings in the index.
- Recent insider Form 4s: 0 buy vs 0 sell transactions.
- ~10,000+ recent 13F-HR filings reference NextEra Energy; broad institutional reporting.
- Recent filers include TORTOISE CAPITAL ADVISORS, L.L.C., TORTOISE CAPITAL ADVISORS, L.L.C., TORTOISE CAPITAL ADVISORS, L.L.C..
- 11 recent 13D activist/beneficial-ownership filings — potential catalyst.
- 9 recent 13G passive institutional ownership notices.
| Filer | Form | Filed |
|---|---|---|
| TORTOISE CAPITAL ADVISORS, L.L.C. | 13F-HR | Aug 10, 2022 |
| TORTOISE CAPITAL ADVISORS, L.L.C. | 13F-HR | May 16, 2022 |
| TORTOISE CAPITAL ADVISORS, L.L.C. | 13F-HR | Aug 15, 2022 |
| TORTOISE CAPITAL ADVISORS, L.L.C. | 13F-HR | May 11, 2023 |
| TORTOISE CAPITAL ADVISORS, L.L.C. | 13F-HR | Nov 13, 2024 |
| Date | Form | Description |
|---|---|---|
| Aug 11, 2026 | 8-K | 8-K |
| Jul 24, 2026 | 8-K | 8-K |
| Jul 8, 2026 | 8-K | FORM 8-K |
| Jun 22, 2026 | 8-K | 8-K |
| Jun 15, 2026 | 8-K | 8-K |
| Jun 1, 2026 | 8-K | 8-K |
| May 27, 2026 | 8-K | 8-K |
| May 26, 2026 | 8-K | 8-K |
SEC Filing Deep-Analysis
3 risk signal(s), 1 positive signal(s), 1 watch item(s) detected from XBRL filing diff analysis. Revenue grew -7.1% but receivables grew +20.4% — the receivables-to-revenue gap suggests growth may be partially driven by extended credit terms rather than genuine demand. If DSO continues to rise, a revenue reversal or bad-debt charge could follow.
- Receivables outpacing revenue: Accounts receivable grew +20.4% YoY vs revenue growth of -7.1%. The +27.5% spread suggests extended credit terms, channel stuffing risk, or collection deterioration. Investigate the allowance for doubtful accounts and DSO trend.
- Inventory buildup exceeds sales growth: Inventory grew +9.3% vs revenue -7.1%. Excess inventory may signal weakening demand, potential write-downs, or supply chain overcommitment. Watch gross margin for discounting impact.
- Material weakness in internal controls: The term "material weakness" "internal control" appears in 1 recent filing(s) (vs 2 in the prior period). This risk language is ongoing.
- Operating cash flow exceeds net income: OCF is 1.83x net income, indicating high earnings quality — cash conversion is strong and accruals are not inflating reported profits.
- NEW: Off-balance sheet arrangements: Off-balance sheet arrangements appears in recent filings but not in the prior 24-month period. Monitor for materiality.
- Endogenous analysis: Revenue grew -7.1% but receivables grew +20.4% — the receivables-to-revenue gap suggests growth may be partially driven by extended credit terms rather than genuine demand. If DSO continues to rise, a revenue reversal or bad-debt charge could follow.
- 1 new XBRL disclosure(s) in latest filing — expanding reporting scope.
- 20 disclosure(s) dropped from prior year — reduced reporting granularity.
- 1 new risk-language term(s) detected in filing text: Off-balance sheet arrangements.
- Ongoing high-severity risk language: Material weakness in internal controls.
| Metric | Prior year | Latest year | Change | % Change |
|---|---|---|---|---|
| Revenue | $15.34B | $14.26B | $-1.08B | -7.1% |
| Operating income | $7.48B | $8.28B | $801.0M | +10.7% |
| Net income | $6.95B | $6.83B | $-111.0M | -1.6% |
| Operating cash flow | $13.26B | $12.48B | $-775.0M | -5.8% |
| Total assets | $190.14B | $212.72B | $22.58B | +11.9% |
| Total liabilities | $129.28B | $146.24B | $16.96B | +13.1% |
| Long-term debt | $72.39B | $89.56B | $17.17B | +23.7% |
| Cash & equivalents | $1.49B | $2.81B | $1.32B | +89.1% |
| Stockholders equity | $50.10B | $54.61B | $4.51B | +9.0% |
| Inventory | $2.21B | $2.42B | $206.0M | +9.3% |
| Accounts receivable | $3.34B | $4.02B | $682.0M | +20.4% |
| Type | Concepts |
|---|---|
| Added | EffectiveIncomeTaxRateReconciliationForeignIncomeTaxRateDifferential |
| Removed | AllocatedShareBasedCompensationExpense, AmortizationOfIntangibleAssets, AssetRetirementObligation, AssetRetirementObligationAccretionExpense, AssetRetirementObligationCurrent, AssetRetirementObligationLiabilitiesIncurred, AssetRetirementObligationLiabilitiesSettled, AssetRetirementObligationRevisionOfEstimate, AssetsNoncurrent, CurrentFederalTaxExpenseBenefit |
| Term | Severity | Recent | Prior | Status |
|---|---|---|---|---|
| Material weakness in internal controls | high | 1 | 2 | Ongoing |
| Impairment charge | medium | 5 | 6 | Ongoing |
| Restructuring | medium | 5 | 2 | Ongoing |
| Off-balance sheet arrangements | medium | 5 | 0 | NEW |
| Related party transactions | low | 5 | 8 | Ongoing |
Fundamentals
Return on equity 12.52%, ROA 3.21%, ROIC 5.74%. Net income down ▼ +1.6% YoY. Debt/equity 1.70, current ratio 0.54, net debt $91.95B.
- Return on equity 12.52%, ROA 3.21%, ROIC 5.74%.
- Net income down ▼ +1.6% YoY.
- Debt/equity 1.70, current ratio 0.54, net debt $91.95B.
| FY | Revenue | Rev YoY | Gross% | Op% | Net% | FCF | ROE% |
|---|---|---|---|---|---|---|---|
| 2024 | — | — | — | — | — | — | 13.86 |
| 2025 | — | — | — | — | — | — | 12.52 |
| Quarter end | Revenue | YoY | QoQ | Net margin |
|---|---|---|---|---|
| Mar 31, 2012 | $3.37B | +7.6% | — | 13.68% |
| Jun 30, 2012 | $3.67B | -7.4% | +8.8% | 16.55% |
| Sep 30, 2012 | $3.84B | -12.3% | +4.8% | 10.80% |
| Mar 31, 2013 | $3.28B | -2.7% | -14.7% | 8.30% |
| Jun 30, 2013 | $3.83B | +4.5% | +16.9% | 15.91% |
| Sep 30, 2013 | $4.39B | +14.3% | +14.6% | 15.89% |
Pro analysis — preview
— score, signals & key metrics shown; full reasoning lockedValuation
Market cap $179.15B at $85.91 per share. Trailing P/E 26.03, P/S 12.57, P/B 3.24. EV/Operating income ≈ 32.74 (EV $271.10B).
- Market cap $179.15B at $85.91 per share.
Price & Technicals
Price $85.91 — downtrend (below 200-DMA); 1-month momentum negative. RSI(14) 34.60.
- Price $85.91 — downtrend (below 200-DMA); 1-month momentum negative.
Macro & Rates
Risk-on · Supportive. Real GDP growth 1.50% (quarterly, as of Apr 1, 2026). CPI inflation +3.3% YoY. Fed funds rate 3.63%, 10Y Treasury 4.71%.
- Market regime: Risk-on · Supportive.
Risk Scorecard
Composite risk Moderate. Leverage debt/equity 1.70 (moderate). Liquidity current ratio 0.54 (stretched).
- Composite risk: Moderate.
See the full picture behind every stock
Unlock the complete 10-year fundamentals, DCF & Graham intrinsic value, 13F/13D ownership flow, risk scorecard, multi-analyst bull/bear debate — plus watchlist alerts and your research workspace. Start with a 14-day Pro trial.
3 sections free · 4 Pro previews · composite -13
Macro exposure
Rate-sensitive · High sensitivityMacro regime: Risk-on · Supportive. NextEra Energy is a rate-sensitive name (high macro sensitivity) — a supportive backdrop, though defensives lag risk-on tapes.
Analytical read
deterministic previewMarket regime: Risk-on · Supportive..
Peer comparison
Rate-sensitive groupHow NEE stacks up against tracked peers with similar macro sensitivity — by analytical score and macro exposure.
| Company | Score | Macro |
|---|---|---|
| Allstate Corp. ALL | 30 | Neutral |
| Visa Inc. V | 24 | Neutral |
| CME Group Inc. CME | 23 | Neutral |
| Capital One Financial COF | 21 | Neutral |
| Charles Schwab Corp. SCHW | 19 | Neutral |
| American Express Co. AXP | 16 | Neutral |
| Simon Property Group SPG | 15 | Neutral |
| Digital Realty Trust DLR | 13 | Neutral |
| Mastercard Inc. MA | 11 | Neutral |
| U.S. Bancorp USB | 10 | Neutral |
| Travelers Cos. TRV | 10 | Neutral |
| Chubb Ltd. CB | 7 | Neutral |
| MetLife Inc. MET | 7 | Neutral |
| JPMorgan Chase & Co. JPM | 7 | Neutral |
| Welltower Inc. WELL | 6 | Neutral |
| Dominion Energy D | 4 | Neutral |
| Bank of America Corp. BAC | 3 | Neutral |
| Moody's Corp. MCO | 2 | Neutral |
| PNC Financial Services PNC | 2 | Neutral |
| Wells Fargo & Co. WFC | 1 | Neutral |
| BlackRock Inc. BLK | 1 | Neutral |
| American Tower Corp. AMT | 0 | Neutral |
| American Electric Power AEP | 0 | Neutral |
| Bank of New York Mellon BK | 0 | Neutral |
| Marsh & McLennan MMC | 0 | Neutral |
| Truist Financial TFC | -1 | Neutral |
| American Water Works AWK | -2 | Neutral |
| Equinix Inc. EQIX | -4 | Neutral |
| Goldman Sachs Group GS | -4 | Neutral |
| Prologis Inc. PLD | -5 | Neutral |
| Xcel Energy XEL | -5 | Neutral |
| Public Storage PSA | -5 | Neutral |
| Citigroup Inc. C | -5 | Neutral |
| Realty Income Corp. O | -6 | Neutral |
| Equity Residential EQR | -10 | Neutral |
| NextEra Energy NEE● you | -13 | Neutral |
| Duke Energy Corp. DUK | -14 | Neutral |
| Southern Company SO | -14 | Neutral |
| Exelon Corp. EXC | -14 | Neutral |
| Morgan Stanley MS | -14 | Neutral |
| S&P Global SPGI | -19 | Neutral |
| Crown Castle Inc. CCI | -21 | Neutral |
| American International Group AIG | -23 | Neutral |