NEE

NextEra Energy's stock has seen significant movement due to increasing demand for electricity from AI data centers and industrial electrification. The stock was up approximately 26% over the six months leading up to March 21, 2026, and hit an all-time high of $97.63 as of May 3, 2026, marking a nearly 48% increase over the past 12 months. In Q1 2026, NextEra Energy reported adjusted EPS of $1.09, surpassing estimates, with revenue of $6.70 billion, up 7.3% year-over-year, and raised its quarterly dividend. The company has reported significant large-load interest tied to data center demand, leading to analyst upgrades. Insiders sold approximately $16.16 million worth of stock in the 90 days leading up to May 3, 2026. The NRC authorized FPL's St. Lucie Nuclear Plant to operate for another 20 years, and President Trump approved the development of up to 10 gigawatts of natural gas-powered generation by NextEra Energy.