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Utilities Go Green: Will Strengthening Renewable Focus Benefit NEE?

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Key Takeaways

  • NEE is benefiting from early investments in wind, solar and battery storage technologies.
  • NEE uses more renewable assets to produce electricity and avoid the volatile fossil fuel market.
  • NEE has nearly 28 GW of renewable projects in backlog and adds more renewable projects to its portfolio.

NextEra Energy (NEE - Free Report) is well-positioned in the renewable energy business, owing to early and aggressive investments in wind, solar and battery storage technologies. As the companies in the Zacks Utility - Electric Power industry shift toward clean power, more utilities are generating electricity from renewable sources. NextEra’s established renewable infrastructure places it ahead of competitors. This allows the company to tap into the rising demand for low-carbon energy.

Increasing environmental awareness and stricter emissions regulations are accelerating clean energy adoption. NextEra is well-equipped to meet this demand, supporting stable revenue streams and long-term growth. The company will add more renewable projects to its portfolio and has nearly 28 GW of renewable projects in backlog.

Economically, renewables offer a significant advantage since sunlight and wind are free resources. Over the past decade, technological improvements have substantially lowered the cost of renewable energy generation. This allows NextEra to avoid the volatility of fossil fuel markets while locking in long-term power purchase agreements, which provide consistent and predictable cash flows. In addition, investments in advanced battery storage systems help improve grid reliability and create new revenue opportunities.

Strategically, NextEra’s leadership in clean energy strengthens its reputation and growth prospects. Government support through tax incentives and carbon mandates will continue to favor renewables. With ongoing investment, NextEra is reinforcing its position as a global leader in the clean energy transition.

How Other Utilities are Developing Renewable Assets

Dominion Energy (D - Free Report) plans to invest $50 billion in 2025-2029, with a long-term objective to add clean energy projects by 2036. The company aims 15% annual increase in the renewable energy capacity. Dominion also operates four nuclear power stations, which generate nearly 40% of its total production.

Xcel Energy’s (XEL - Free Report) ability to produce a high volume of clean energy will allow it to meet rising demand from data centers. The company gains from low-priced wind and solar resources, and expects a total customer request for data centers of 8.9 gigawatt by 2029. Xcel Energy’s high-quality services draw new customers.

NEE Stock’s Price Performance

Shares of NextEra gained 3.2% in the last month compared with the Zacks Utility - Electric Power industry’s  0.9% rise.

 

Zacks Investment Research
Image Source: Zacks Investment Research

 

NextEra Energy’s Earnings Estimates Move North

The company expects its 2025 earnings per share to be $3.45-$3.70 compared with $3.43 a year ago. The Zacks Consensus Estimate for NEE’s 2025 and 2026 earnings per share indicates year-over-year growth of 7.29% and 7.95%, respectively.

 

Zacks Investment Research
Image Source: Zacks Investment Research


NEE Stock Returns Higher Than Its Industry

Return on Equity (“ROE”) shows how effectively a company’s management is utilizing investors’ money to generate returns. The ROE of the company is better than its industry. The current ROE of the company is 12.06% compared with its industry’s 10.13%.

 

Zacks Investment Research
Image Source: Zacks Investment Research

 

NEE’s Zacks Rank

NextEra currently has a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.


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Xcel Energy Inc. (XEL) - free report >>

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Dominion Energy Inc. (D) - free report >>

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