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NextEra Energy

NEEUtilities

Generated Jul 5, 2026, 08:52 PM UTC

analytical score -4

NEE (NextEra Energy) analytical snapshot. Return on equity 14.59%, ROA 4.12%, ROIC 8.36%. Net income up ▲ +76.3% YoY. Debt/equity 1.70, current ratio 0.54, net debt $91.95B. Market cap $184.22B at $88.34 per share. Trailing P/E 24.54, P/S 12.03, P/B 3.34. EV/Operating income ≈ 26.98 (EV $276.17B). Risk: Moderate. Macro: Risk-on · Supportive. Composite analytical score -4 (data confidence 75%). Descriptive analytics from public filings — not investment advice.

Market cap

$184.22B

2.09B shares

Price

$88.34

NYQ

P/E (ttm)

24.54

Revenue (FY)

—

Net margin

—

Free cash flow

—

Risk level

Moderate

Free SEC analysis

— computed from SEC filings, free to read

Free previewFundamentals Analyst

Fundamentals

Fundamentals Analyst

score -15Stable

60% conf

Return on equity 14.59%, ROA 4.12%, ROIC 8.36%. Net income up ▲ +76.3% YoY. Debt/equity 1.70, current ratio 0.54, net debt $91.95B.

Return on equity 14.59%, ROA 4.12%, ROIC 8.36%.
Net income up ▲ +76.3% YoY.
Debt/equity 1.70, current ratio 0.54, net debt $91.95B.

Revenue (FY)

—

Net margin

—

ROE

14.59%

ROA 4.12%

ROIC

8.36%

EPS (diluted)

$3.60

FY2025

Free cash flow

—

Debt / equity

1.70

Cash $2.00B

Current ratio

0.54

Equity $55.22B

Annual fundamentals — up to 10 years (SEC 10-K, US-GAAP)

FY	Revenue	Rev YoY	Gross%	Op%	Net%	FCF	ROE%
2016	—	—	—	—	—	—	10.92
2017	—	—	—	—	—	—	11.31
2018	—	—	—	—	—	—	10.29
2019	—	—	—	—	—	—	15.76
2020	—	—	—	—	—	—	17.94
2021	—	—	—	—	—	—	10.32
2022	—	—	—	—	—	—	7.85
2023	—	—	—	—	—	—	9.11
2024	—	—	—	—	—	—	8.74
2025	—	—	—	—	—	—	14.59

Quarterly revenue trend (last 6 quarters, SEC 10-Q)

Quarter end	Revenue	YoY	QoQ	Net margin
Sep 30, 2012	$3.84B	-66.5%	—	38.56%
Mar 31, 2013	$3.28B	-2.7%	-14.7%	8.30%
Jun 30, 2013	$7.11B	+1.1%	+116.9%	12.42%
Jun 30, 2013	$3.83B	-45.5%	-46.1%	23.04%
Sep 30, 2013	$11.51B	+5.7%	+200.2%	13.74%
Sep 30, 2013	$4.39B	-59.6%	-61.8%	35.98%

Sources:SEC EDGAR — Company Facts (XBRL)

Free previewRegulatory Analyst

Filings & Ownership

Regulatory Analyst

score 20Improving

80% conf

Latest annual report (10-K) filed Feb 13, 2026. Latest quarterly report (10-Q) filed Apr 23, 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 Apr 23, 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..

Latest 10-K

Feb 13, 2026

Annual report

Latest 10-Q

Apr 23, 2026

8-K (recent)

Insider net

—

0B/0S

13F filers

10k+

Activist 13D

Recent 13F institutional filers (SEC EDGAR full-text)

Filer	Form	Filed
TORTOISE CAPITAL ADVISORS, L.L.C.	13F-HR	May 16, 2022
TORTOISE CAPITAL ADVISORS, L.L.C.	13F-HR	Aug 10, 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

Recent 8-K material events

Date	Form	Description
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
May 18, 2026	8-K	FORM 8-K
May 18, 2026	8-K	FORM 8-K
Apr 23, 2026	8-K	8-K

Sources:SEC EDGAR — Company Filings SEC EDGAR — Full-Text Search

Free previewSEC Filing Analyst

SEC Filing Deep-Analysis

SEC Filing Analyst

score -31Deteriorating

62% conf

2 risk signal(s), 1 positive signal(s), 1 watch item(s) detected from XBRL filing diff analysis. 2 risk signal(s) detected versus 1 positive signal(s). The balance of evidence suggests elevated filing-specific risk that warrants monitoring in subsequent filings.

Material weakness in internal controls: The term "material weakness" appears in 20 recent filing(s) (vs 2 in the prior period). This risk language is ongoing.
NEW: Restatement of financial statements in latest filing: The term "restate" "financial statements" appears in recent 10-K/10-Q filings but was NOT present in the prior 24-month period. This is a new risk disclosure that warrants attention. Found in 10 filing(s).
Operating cash flow exceeds net income: OCF is 1.55x 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: 2 risk signal(s) detected versus 1 positive signal(s). The balance of evidence suggests elevated filing-specific risk that warrants monitoring in subsequent filings.
1 new XBRL disclosure(s) in latest filing — expanding reporting scope.
20 disclosure(s) dropped from prior year — reduced reporting granularity.
2 new risk-language term(s) detected in filing text: Restatement of financial statements, Off-balance sheet arrangements.
Ongoing high-severity risk language: Material weakness in internal controls.

Revenue

$15.32B

-2.1% YoY

Operating income

$10.24B

+150.8% YoY

Net income

$7.31B

+76.3% YoY

Operating cash flow

$11.30B

+36.8% YoY

Total assets

$177.49B

+11.7% YoY

Total liabilities

$129.28B

+9.1% YoY

Long-term debt

$72.39B

+17.9% YoY

Cash & equivalents

$1.49B

-44.7% YoY

Filing quality score

67/100

1 new disclosures

SEC XBRL metric changes (latest annual vs prior)

Metric	Prior year	Latest year	Change	% Change
Revenue	$15.64B	$15.32B	$-326.0M	-2.1%
Operating income	$4.08B	$10.24B	$6.16B	+150.8%
Net income	$4.15B	$7.31B	$3.16B	+76.3%
Operating cash flow	$8.26B	$11.30B	$3.04B	+36.8%
Total assets	$158.94B	$177.49B	$18.55B	+11.7%
Total liabilities	$118.47B	$129.28B	$10.82B	+9.1%
Long-term debt	$61.41B	$72.39B	$10.98B	+17.9%
Cash & equivalents	$2.69B	$1.49B	$-1.20B	-44.7%
Stockholders equity	$47.47B	$50.10B	$2.63B	+5.5%
Inventory	$2.11B	$2.21B	$108.0M	+5.1%
Accounts receivable	$3.61B	$3.34B	$-273.0M	-7.6%

XBRL disclosure changes (new vs dropped concepts)

Type	Concepts
Added	EffectiveIncomeTaxRateReconciliationForeignIncomeTaxRateDifferential
Removed	AllocatedShareBasedCompensationExpense, AmortizationOfIntangibleAssets, AssetRetirementObligation, AssetRetirementObligationAccretionExpense, AssetRetirementObligationCurrent, AssetRetirementObligationLiabilitiesIncurred, AssetRetirementObligationLiabilitiesSettled, AssetRetirementObligationRevisionOfEstimate, AssetsNoncurrent, CurrentFederalTaxExpenseBenefit

Risk language in filing text (EDGAR full-text search)

Term	Severity	Recent	Prior	Status
Material weakness in internal controls	high	20	2	Ongoing
Restatement of financial statements	high	10	0	NEW
Impairment charge	medium	54	7	Ongoing
Restructuring	medium	84	2	Ongoing
Off-balance sheet arrangements	medium	15	0	NEW
Related party transactions	low	22	7	Ongoing

Filing signal breakdown

Red flags: 2

Positive: 1

Watch: 1

Red flags

Positive

Watch

Sources:SEC EDGAR — Company Facts (XBRL)SEC EDGAR — Financial Reports

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Valuation
Market cap $184.22B at $88.34 per share.
Pro
Price & Technicals
Price $88.34 — uptrend (above 200-DMA); 1-month momentum positive.
Pro
Macro & Rates
Market regime: Risk-on · Supportive.
Pro
Risk Scorecard
Composite risk: Moderate.
Pro

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3 sections free · 4 Pro sections locked · composite -4

Macro exposure

Rate-sensitive · High sensitivity

Neutral

Macro regime: Risk-on · Supportive. NextEra Energy is a rate-sensitive name (high macro sensitivity) — a supportive backdrop, though defensives lag risk-on tapes.

Macro regime

Risk-on · Supportive

Yield curve

Normal

VIX

16.59

Fed funds

3.63%

CPI YoY

+4.2%

Analytical read

deterministic preview

Price $88.34 — uptrend (above 200-DMA); 1-month momentum positive..

Risk

Moderate

Macro regime

Risk-on · Supportive

Macro exposure

Neutral

Descriptive analytics from public filings and macro data — not investment advice.

Open analytical workspace

Peer comparison

Rate-sensitive group

How NEE stacks up against tracked peers with similar macro sensitivity — by analytical score and macro exposure.

Company	Score	Macro
Capital One Financial COF	23	Neutral
Chubb Ltd. CB	23	Neutral
U.S. Bancorp USB	17	Neutral
JPMorgan Chase & Co. JPM	16	Neutral
Prologis Inc. PLD	14	Neutral
Simon Property Group SPG	13	Neutral
American Express Co. AXP	11	Neutral
Bank of America Corp. BAC	11	Neutral
Visa Inc. V	8	Neutral
Mastercard Inc. MA	8	Neutral
Public Storage PSA	8	Neutral
Dominion Energy D	6	Neutral
Charles Schwab Corp. SCHW	6	Neutral
CME Group Inc. CME	6	Neutral
PNC Financial Services PNC	4	Neutral
Realty Income Corp. O	4	Neutral
Travelers Cos. TRV	2	Neutral
Duke Energy Corp. DUK	0	Neutral
Bank of New York Mellon BK	0	Neutral
Marsh & McLennan MMC	0	Neutral
Equity Residential EQR	0	Neutral
Wells Fargo & Co. WFC	-1	Neutral
Welltower Inc. WELL	-1	Neutral
Exelon Corp. EXC	-3	Neutral
NextEra Energy NEE● you	-4	Neutral
Xcel Energy XEL	-5	Neutral
American International Group AIG	-5	Neutral
Digital Realty Trust DLR	-6	Neutral
Allstate Corp. ALL	-7	Neutral
S&P Global SPGI	-8	Neutral
American Water Works AWK	-9	Neutral
Goldman Sachs Group GS	-10	Neutral
Citigroup Inc. C	-11	Neutral
Moody's Corp. MCO	-13	Neutral
Morgan Stanley MS	-13	Neutral
MetLife Inc. MET	-13	Neutral
BlackRock Inc. BLK	-15	Neutral
Equinix Inc. EQIX	-16	Neutral
American Electric Power AEP	-18	Neutral
Crown Castle Inc. CCI	-18	Neutral
American Tower Corp. AMT	-39	Neutral
Southern Company SO	—	Neutral
Truist Financial TFC	—	Neutral