NextEra Energy

NEE-N

NYSE:NEE

237.10
3.20 (1.37%)
NextEra Energy, Inc. is a Fortune 200 energy company with about 44,900 megawatts of generating capacity, revenues of approximately $17 billion, and about 13,800 employees in 27 states and Canada. NEE is listed as #191 in the 2014.
More at Wikipedia

Analysis and Opinions about NEE-N

Signal
Opinion
Expert
WAIT
WAIT
December 2, 2019
They have one of the largest fleets of alternative energy out there. Regulators are encouraging utilities to install more sun and wind. They have a nice growth trajectory. Because it is a utility, they are very sensitive to rising interest rates. You need to be concerned that money will shift over to banking in an improving economy.
NextEra Energy (NEE-N)
December 2, 2019
They have one of the largest fleets of alternative energy out there. Regulators are encouraging utilities to install more sun and wind. They have a nice growth trajectory. Because it is a utility, they are very sensitive to rising interest rates. You need to be concerned that money will shift over to banking in an improving economy.
David Fingold
VP and Portfolio Manager, Dynamic Funds
Price
$231.250
Owned
No
BUY
BUY
October 24, 2019
A great business. They reported results yesterday with tremendous growth numbers. They had strong generation out of their renewable platform as well as their regulated utilities. This one has the regulated utility as well as the growth platform. They are dominant in onshore wind as well as strong in solar. Multiples have been pushed so their yield has dropped to 2%.
NextEra Energy (NEE-N)
October 24, 2019
A great business. They reported results yesterday with tremendous growth numbers. They had strong generation out of their renewable platform as well as their regulated utilities. This one has the regulated utility as well as the growth platform. They are dominant in onshore wind as well as strong in solar. Multiples have been pushed so their yield has dropped to 2%.
Varun Anand
Portfolio Manager, Starlight Capital
Price
$237.550
Owned
Unknown
WAIT
WAIT
October 3, 2019
They tend to have more of a sustainable energy tilt. He wonders if everything at the UN recently has caused a real lift. It got attention. They have also done really well recently. They have a couple of percent yield. It has been a nice consistent performer. There is nothing not to love. You might want to wait until after earnings.
NextEra Energy (NEE-N)
October 3, 2019
They tend to have more of a sustainable energy tilt. He wonders if everything at the UN recently has caused a real lift. It got attention. They have also done really well recently. They have a couple of percent yield. It has been a nice consistent performer. There is nothing not to love. You might want to wait until after earnings.
Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$230.170
Owned
Unknown
COMMENT
COMMENT
August 6, 2019
Utilities? This is the most crowded space and investors are looking for a defensive holding. He would look for something with above average dividend and earnings growth. He owns NEE-N, which has 30% of its revenues coming from renewables.
NextEra Energy (NEE-N)
August 6, 2019
Utilities? This is the most crowded space and investors are looking for a defensive holding. He would look for something with above average dividend and earnings growth. He owns NEE-N, which has 30% of its revenues coming from renewables.
David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$211.400
Owned
Yes
BUY
BUY
July 29, 2019
It's the largest renewable energy company in the world--wind, solar and some natural gas. Big operations in Florida and growing rapidly. Their free cash keeps building and the dividend has grown 13% in the past year. Gives you energy exposure beyond oil, which the world is moving away from.
It's the largest renewable energy company in the world--wind, solar and some natural gas. Big operations in Florida and growing rapidly. Their free cash keeps building and the dividend has grown 13% in the past year. Gives you energy exposure beyond oil, which the world is moving away from.
Brett Girard, CPA, CA, CFA
CFO and Portfolio Manager, Liberty International Investment Management
Price
$210.520
Owned
Unknown
DON'T BUY
DON'T BUY
July 8, 2019
They are one of the largest utilities in the US. It is about 22 times forward earnings and he is trimming it based on that. He does not see as much growth coming out of it. It is the dominant renewable energy player, especially in wind.
They are one of the largest utilities in the US. It is about 22 times forward earnings and he is trimming it based on that. He does not see as much growth coming out of it. It is the dominant renewable energy player, especially in wind.
Varun Anand
Portfolio Manager, Starlight Capital
Price
$209.130
Owned
Yes
COMMENT
COMMENT
July 5, 2019
Good company, really likes them. Big focus on renewable energy in the US. Would want to see more growth. Lots of earnings growth for now but not a huge amount of revenue growth. More of a growth play, there are better options if you are looking at the dividend. Yields 2%.
Good company, really likes them. Big focus on renewable energy in the US. Would want to see more growth. Lots of earnings growth for now but not a huge amount of revenue growth. More of a growth play, there are better options if you are looking at the dividend. Yields 2%.
Tim Nash
Founder, Good Investing
Price
$208.110
Owned
Unknown
TOP PICK
TOP PICK
November 26, 2018
This is mostly a renewable source energy company. They claim they are the world’s largest wind and solar energy producer. It is undervalued. Dividend is growing. He sees a 17% upside to this. Yield = 2.5%. (Analysts’ price target is $180.78)
NextEra Energy (NEE-N)
November 26, 2018
This is mostly a renewable source energy company. They claim they are the world’s largest wind and solar energy producer. It is undervalued. Dividend is growing. He sees a 17% upside to this. Yield = 2.5%. (Analysts’ price target is $180.78)
Matt Kacur
President, FSA Financial Science and Art
Price
$177.030
Owned
No
PAST TOP PICK
PAST TOP PICK
August 7, 2018

(A Top Pick July 27/17, Up 21%) Mostly solar, some wind. Growing in Florida, their big market. Good capital allocators, dividend’s growing at 10-15%, roughly 50% higher than Canadian utilities. He holds his stocks “forever,” unless a red flag appears and forces him to sell.

NextEra Energy (NEE-N)
August 7, 2018

(A Top Pick July 27/17, Up 21%) Mostly solar, some wind. Growing in Florida, their big market. Good capital allocators, dividend’s growing at 10-15%, roughly 50% higher than Canadian utilities. He holds his stocks “forever,” unless a red flag appears and forces him to sell.

David Driscoll
President & CEO, Liberty International Investment Management Inc
Price
$170.630
Owned
Yes
TOP PICK
TOP PICK
October 18, 2017

This is “the” company leading the way in renewable power and alternative energy. 50% of their power generation comes from wind, and is growing very rapidly. Wind power and solar have now become less expensive than coal power, at the same time we are about to head into an electric vehicle revolution. The company has done a lot of research on battery technology storage and they service 5 million customers in Florida. A big utility and has a great balance sheet. They have 20-year contracts to supply power to their other utility customers. Dividend yield of 2.6%. (Analysts’ price target is $157.)

NextEra Energy (NEE-N)
October 18, 2017

This is “the” company leading the way in renewable power and alternative energy. 50% of their power generation comes from wind, and is growing very rapidly. Wind power and solar have now become less expensive than coal power, at the same time we are about to head into an electric vehicle revolution. The company has done a lot of research on battery technology storage and they service 5 million customers in Florida. A big utility and has a great balance sheet. They have 20-year contracts to supply power to their other utility customers. Dividend yield of 2.6%. (Analysts’ price target is $157.)

David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$152.540
Owned
Yes
TOP PICK
TOP PICK
July 27, 2017

This is in wind, solar and nuclear power, mostly in Florida. The company has been able to grow their dividends at about a 10% clip. They continue to add megawatts to their power grid, basically in solar and wind. There is a lot of growth moving forward because they have had to retrofit from coal to gas, but also added more solar which is good for the environment and for their coffers. Dividend yield of 2.7%. (Analysts’ price target is US$150.50.)

This is in wind, solar and nuclear power, mostly in Florida. The company has been able to grow their dividends at about a 10% clip. They continue to add megawatts to their power grid, basically in solar and wind. There is a lot of growth moving forward because they have had to retrofit from coal to gas, but also added more solar which is good for the environment and for their coffers. Dividend yield of 2.7%. (Analysts’ price target is US$150.50.)

David Driscoll
President & CEO, Liberty International Investment Management Inc
Price
$144.650
Owned
Yes
PAST TOP PICK
PAST TOP PICK
April 9, 2013

(A Past Pick. April 5/12. Up 30.81%.)

(A Past Pick. April 5/12. Up 30.81%.)

David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$79.190
Owned
Unknown
TOP PICK
TOP PICK
August 21, 2012

Primarily a US utility with most of their activity in Florida. This is interesting because of the call on renewable energy coming back in favour. Nice generating platform and a good pipeline of projects to upgrade their generating capability.

NextEra Energy (NEE-N)
August 21, 2012

Primarily a US utility with most of their activity in Florida. This is interesting because of the call on renewable energy coming back in favour. Nice generating platform and a good pipeline of projects to upgrade their generating capability.

Karl Berger
Partner, Toron Investment Management
Price
$68.560
Owned
Yes
TOP PICK
TOP PICK
April 5, 2012
Wind power in Florida, Good growth rate and in cash flow. Low variable cost of energy once sunk costs are there. Dividend will grow, stock is pretty fully valued. If US cuts back on programs to build new wind power, that will make more cash available to grow the dividend.
Wind power in Florida, Good growth rate and in cash flow. Low variable cost of energy once sunk costs are there. Dividend will grow, stock is pretty fully valued. If US cuts back on programs to build new wind power, that will make more cash available to grow the dividend.
David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$62.880
Owned
Yes
PAST TOP PICK
PAST TOP PICK
April 29, 2010
(A Top Pick Apr 23/09. No change.) Regulated utility in Florida as well as largest generator of wind/solar power in the US. Stock fell because of an adverse ruling. Still likes. One of the highest growth utilities globally. Good balance sheet. Above 4% yield. Long-term hold.
NextEra Energy (NEE-N)
April 29, 2010
(A Top Pick Apr 23/09. No change.) Regulated utility in Florida as well as largest generator of wind/solar power in the US. Stock fell because of an adverse ruling. Still likes. One of the highest growth utilities globally. Good balance sheet. Above 4% yield. Long-term hold.
Charles Lannon
Director of Research, Toron Investment Management
Price
$50.690
Owned
Yes
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