NextEra Energy (NEE)

Hold Recap: Q2 2026

A Strong Standalone Quarter Meets a Two-Year Merger Gauntlet: Downgrading NextEra to Hold

Outperform Recap: Q1 2026

The Optionality Converts: Maintaining Outperform as NextEra Wins a Capital-Light 9.5 GW Federal Gas Award

Outperform Recap: Q4 2025

The Overhangs Clear: Upgrading NextEra to Outperform on a De-Risked 8%-Plus Growth Framework

Hold Recap: Q3 2025

NextEra De-Risks the Story and Still Fades: Maintaining Hold Into the Investor Day

Hold Recap: Q2 2025

NextEra Beats, and the Tape Sells the Policy: Initiating at Hold