NEE

Formal-Kale2431

There are so many to choose from, but it’s the discipline to not sell in major dips (its got be before). That being said, I’m very bullish on AI power infrastructure in 2026 - OKLO, VRT, BE, FSLR, NEE to name a few. So much so that I created a portfolio on the Dub trading platform earlier this year ($ENRGYMIX) that’s taking advantage of the whole stack! So far, +55% YTD.

BeneficialQuality899

NEE

Historical-Relief-91

It would probably be wise to diversify with some of the larger energy providers and builders too. GEV, NRG, DUK, NEE, ENB are all big enough so that if your individual plays like IREN, NXXT, etc blow up you'll still see some gains since the big providers will also have to scale.

OverheadPress69

I personally found that cutting my holdings to essentially only large cap stocks (only midcaps I own are Regeneron and Kratos Defense) improved profitability significantly. Less wide swings down and it’s much easier to make money on better companies, which large caps generally are. I typically pick my 15-20 highest conviction large caps and go in on them with the same amount (usually ~2k quarterly) then keep a satellite of 5-10 mid-cap stocks at $500-$1000. If they perform well, they continue to get quarterly contributions. If they don’t, I sell and put it into whatever high-conviction large cap is dipping. There’s just so much more uncertainty around mid/small caps, companies without established cash flows/profits, and less information available. I also stick to areas I know personally (tech, consumer, healthcare, defense, industrial) and stay away from those I don’t, regardless of the quality of company (no finance like JPM/V, no insurance like UNH/Allstate, no crypto like Coinbase/Strategy, no oil like Exxon/Chevron, no energy like NEE/GEV, no mining like MP/Coeur, no travel like Hilton/Delta even though Expedia has been at the top of my watchlist for a bit now). It works for me and I can still rotate away from tech and into my consumer/industrial/defense/health holdings if the Nasdaq drops

PersonalityFluid67

Top 5 dividend stocks: (to play long dated calls) CAT VZ NEE O PG -or- PFE Don't lose money on chips, kids.

AirportMaterial5917

Ooh la la, est-ce que c’est benis pronounced comme French ben-NEE?

ThePoorProdigy

The opportunity is real but the timeline is longer than headlines suggest. Here’s where the money will actually flow: **Near-term plays (2025-2028):** 1. **Constellation Energy (CEG)** \- owns the plants Big Tech is restarting. They signed Microsoft's 20-year, 837MW TMI-1 deal and Meta's 1,121MW agreement. With 24 reactors up for renewal before 2035, they're the incumbent that actually has operating assets. Stock already up on these deals, but more renewals coming. 2. **Uranium miners** \- Cameco, Kazatomprom. The supply chain is constrained and SMRs need fuel. No new major uranium mines have opened in a decade. If SMRs scale, uranium goes into structural deficit by 2027-2028. This is your commodity leverage without picking an SMR winner. 3. **Regulatory consulting firms** \- The bottleneck isn't technology, it's NRC approval. SMRs need site-specific licenses and Big Tech doesn't know how to navigate this. Firms like **Lightbridge (LTBR)** that specialize in regulatory strategy and nuclear fuel consulting are quietly essential. **Mid-term (2028-2035):** 4. **SMR manufacturers** \- **NuScale (SMR)** is furthest along, first US SMR approved by NRC in 2020. Problem: their first customer (Utah) canceled the project. But now they have Amazon's $500M commitment for Washington state. Still risky - no commercial deployment yet. **Oklo (OKLO)** is Sam Altman-backed and pursuing fast reactors; riskier, but if they land more deals like Meta's, it's a 10x play. 1. **Modular construction/fabrication** \- SMRs are factory-built. Companies that can mass-produce containment vessels and reactor modules will be critical. Look at **Doosan** (Korean, partnered with NuScale) and **BWX Technologies (BWXT)** \- they build naval reactors, similar tech, already scaling. **The actual bottleneck (and opportunity):** 6. **Grid transmission companies** \- SMRs need to be sited near data centers, but the grid in between is maxed out. **NextEra (NEE)** and other utilities building transmission lines to industrial clusters (Virginia, Ohio, Texas) will capture the "last mile" value. **What to avoid:** * **Pure-play SMR startups without signed PPAs.** The Google-Kairos deal is promising, but Kairos hasn't built a reactor yet. Same for TerraPower's Wyoming project (backing from Gates/DOE, but construction just started). Valuations are frothy on *announcements*, not revenue. * **"AI-powered nuclear safety" startups** \- regulatory bodies won't trust black-box AI for nuclear safety. Hype without a pathway to adoption. **Timeline reality check:** The first SMR units will come online around 2030 (Google's Kairos deal). Until then, Big Tech is mainly buying *existing* nuclear output (TMI, Clinton plant). The real SMR boom is a 2030s story, not a 2025 one. Bottom line: **Constellation Energy is your safe bet** (they have the plants, the PPAs, and no execution risk). Uranium miners are your leverage. SMR manufacturers are your moonshots - allocate accordingly.

theseitz

$NEE especially after the recent rate hike.

PhilosopherIll3257

AI will fall flat without the power it needs to run. I am investing in small ETF space POWR. I think it’s a great way to invest in the electrification of America. Here is what’s in it. Top 10 Company Symbol Company Name Holdings Percentage PWR Quanta Services Inc 6.43% NEE NextEra Energy Inc 6.40% ETN Eaton Corp PLC 5.89% GEV GE Vernova Inc 5.08% CEG Constellation Energy Corp 4.61% EQT EQT Corp 4.60% SO Southern Co 4.05% FSLR First Solar Inc 3.93% DUK Duke Energy Corp 3.78% HUBB Hubbell Inc 3.43% View all Holdings by Weight Sector Exposure Utilities 49.16% Industrials 29.77% Energy 14.28% Information Technology 5.40% Materials 0.84% Industry Exposure

Ambitious_Turtle_100

D supplies energy to the area where there are a lot of data centers, Northern Virginia. NEE is the largest utility, so it should de well in the future.

StonklordBenno

NEE

bawireman

I'm in NEE and XOM.

fatuousfatwa

Big cap energy supplier Eversource (ES) went on sale down $9.28 yesterday. Like NEE did a few months ago quickly recovered all of it. New England high dividend.

EightFolding

PWR is my holding for this issue. Other power/energy related positions I hold include: CEG, NEE, GEV, AES, with CCJ and BWXT instead of the speculative SMR companies.

crazyace9119

ACM research, TSM, and NEE

wright_on_

$GEV and $VRT are the plays. Could take a look at $CEG, $VST, TLN and $NEE as well.

theawarenessfund

You're thinking correctly. AI infrastructure (datacenters, power, cooling) is the right play vs chasing model companies. **Your thesis is solid:** \- Datacenter compute demand = 10-20 year tailwind \- Cooling is critical (40MW racks generate insane heat) \- Every watt matters (power costs are 40%+ of datacenter opex) **Specific stocks in your focus areas (under $200):** **Datacenter Power & Services:** \- **VST** (Vistra, \~$120) - Power generation for datacenters \- **NEE** (NextEra, \~$70) - Renewable energy + datacenter power **Cooling:** \- **VRT** (Vertiv, \~$130) - 60% market share in high-density cooling \- **CARR** (Carrier, \~$80) - Datacenter HVAC systems **Compute Infrastructure:** \- **SMCI** (Super Micro, \~$45) - Server infrastructure (volatile but pure play) **One layer you're missing: Networking** \- **AVGO** (Broadcom, \~$170) - Custom AI networking chips \- AI clusters need 800Gbps interconnects. AVGO dominates this. **Space datacenters:** Too early (10+ years out). Stick to terrestrial infrastructure for now. **My take:** You're early and right. Elite funds are loading power/cooling plays while retail chases NVDA. Check recent 13F filings—CEG, VRT, VST all showing up. Focus on infrastructure. Let others fight over who builds the best AI model. Not financial advice. Just confirming you're on the right track.

EightFolding

This is why I have an energy sector in my AI portfolio, currently that's: CEG, GEV, CCJ, AES, BWXT, NEE, PWR. And it's also why the datacenters/neo-cloud are a great short term trade for the next year at least, and they're all on sale today...

justadimestorepoet

I made pretty good returns on NEE. Dipped back in and hoping it continues. Hate the reasons for it, but I might as well ride the wave so I can afford my own utility bills.

Final-Artichoke-8995

Always easy to see in hindsight 😂. Trying my futures philosophy on options for the first time. The NEE one already failed (down 20% when I exited), we’ll see what happens with CVS, but you’re right, it may be too late.

Final-Artichoke-8995

Moves lower are increasingly efficiency, and moves higher are decreasing in efficiency at the same time. So a drop of .10 takes less volume than it did two weeks ago, and an increase of .10 conversely takes more volume than it did two weeks ago. Therefore, barring any major positive news release in the next week or two, we should see a decent size pullback. NEE did not play nice on Friday. They put out some exciting news about an upcoming acquisition and rode that s&p recovery right up to my stoploss lol but that’s the game right… can’t win um all

amplaoumplasD

Anyone here owns $NEE?

sexyshadyshadowbeard

My son is vegan and has expressed a similar concern. While I haven't researched deeply, here is a list I have compiled for him to vet: HASI, ISRG, NEE, CWEN, PMTW, CAVA, CAJPY. You aren't going to find any perfect company in which to invest, but if you can seek the least harm, these might fit your agenda.

Splendid_muralist

Is it not true that RVPH is presenting both at the SPARTAN INVESTOR CAPITAL CONFERENCE in NEE YORK CITY on NOV 3rds/2025 - as well as at the CNS SUMMIT in BOSTON MASSACHUSETTS from NOV 2-5th? This could be a monumental week for RVPH - and begin to funnel it full of hype for all of NOVEMBER - through to leading up to the hopeful FDA meeting in MID DECEMBER - This could finally be the time RVPH becomes the front runner for crazy climbing and growth - 🚀 This process range now is the very lowest you will be able to enter into - Let’s hope RVPH gets the attention it deserves and skyrockets in the weeks and months to come!

naftel

Totally different company than NextEra Energy Inc. (NEE on the NYSE) of Juno Beach FL that is huge and employs 16k+ people… The name of the company you’re promoting seems like a ln effort to capitalize upon the recognized name of the larger firm I have noted.

IronChefOfForensics

Google Class A and Class C stock. I also like NEE and rocket lab.

Frozen_Shades

The mod who says NEE

GoZukkYourself

Good numbers for NEE.

Worried_Quarter469

NEE GOOG nuclear partnership Google and NextEra Energy sign a 25-year agreement for Duane Arnold's energy, as well as an agreement to explore deployment of nuclear generation nationwide

sailortyx56

Google now has nuclear (NEE, Commonwealth Fusion, Kairos), hydro (Brookfield), solar (Energix), storage (Intersect), geothermal (NV Energy, Fervo) and a bunch of tie-ups with utility and datacenter companies. They are putting in insane work to secure land and energy.

matthias_lee

is NEE news about GOOGL partnering up to reopen a closed IOWA nuclear power plant part of earnings tomorrow 10/28 or for next earnings? Buy calls?

dsurfryder252

yall see that $CLS and $NEE move in the after hours? whoaaa. $CLS had a $40 move in one 1 min candle. $FRGT, SDA LUNG ATCH AGH RELI DDD. I be keeping an eye on them come 4 a.m. especially $CLS and $LUNG. weve all seen those wild A$$ moves right at the 4 a.m pre open. hope yall had a good green day. good luck tomorrow everyone

jubilantBeatbox

Another Nuclear blurb, is it really back on the menu? [https://www.stocktitan.net/news/NEE/next-era-energy-and-google-announce-new-collaboration-to-accelerate-5rvhswp1nfbm.html](https://www.stocktitan.net/news/NEE/next-era-energy-and-google-announce-new-collaboration-to-accelerate-5rvhswp1nfbm.html)

Stocks_N_Bondage

Today Opened Positions: - Calls: AMT CARR CDNS ECL GLW NXPI UNH - Puts: NEE UPS Subject to adjustment before close.

carlosrobert7

Everything data center related to power AI in the next couple of years: WULF, IREN, GLXY, APLD, DVLT, NEE, DBRG, WLDN, NUAI

DoinIt4DaShorteez

I have some XLU, but it has a lot of exposure to NEE which is renewables-focused and has been very volatile due to national politics. Mostly I have DUK and SO and they've done very well. I picked them specifically because they cover red states and have cozy relationships with regulators and government. I also have some D, which is in Virgina. They had a disastrous period due to mismanagement, cut the div and I dumped most of it. But supposedly northern VA is going to be a hot spot for data centers, so it's recovered some. I haven't put any new money in it. Don't buy any utils that operate on the west coast. If interest rates start going up, utils will come down to the bottom of their channel and you can buy. The DJ Utilities index has one of the most rock solid long-term, well-defined upward channels you will ever see.

Miami_Beach_Bro

Didn’t EOSE recently have partnerships with giant developers like NEE?  That would drive the growth potential of a stock.  

RevolutionaryFly3430

NEE puts about to print over the next couple of weeks

Brief_Variation_434

FOMO is real 😅 I've learned to stop chasing what already ran and look for what's next instead. I use [stockpeg.com](http://stockpeg.com) to find undervalued growth stocks (low PEG ratios). Some on my radar: CRWD - PEG \~1.2 * Cybersecurity growing 30%+/year * Every company needs it TSM - PEG \~0.93 ✅ * Makes chips for Apple, Nvidia, AMD * Way cheaper than US tech * Taiwan risk though ASML - PEG \~2.1 * Monopoly on chip-making machines * Benefits from AI no matter who wins Honestly though, you've got a solid base with VOO + QQQ. I keep 70% index funds, 30% individual picks. Since you're already heavy tech, maybe look at sectors that benefit from tech: * Utilities with data centers (NEE) * Semiconductor equipment (KLAC) * Cloud infrastructure (NET, DDOG)

EscortSportage

NEP used to be NEE renewable side then they spun off to XFIR and went red real quick. Also look into POR, ED, DUK, D, SO, AVA

theseitz

$NEE let's go. Build the data centers where the nuclear plants already are.

DrBuschLight

Utilities & Mining I think will be good themes to hit on as time goes on. Been holding NEE since the liberation day sell off, and bought RIO around $56, starting to see some break out there as well. I think the main risk to these holdings are general economic slowdown but given the demand that is coming from AI data centers and capacity buildup for electricity and metals specifically, these are likely great plays on a pricing power basis especially if we end up in a more stagflationary environment, in my view.

theseitz

I've done really well on $NEE over the years. The FL government has let them basically do whatever they want, and they have strong nuclear capacity above what they need to keep their state mandated consumer rates at what they need to be. They'll pop when we're clear of hurricane season without a data center deal, and an announcement like this would definitely shoot it up 20-30 percent. I'll write some more up on this hypothesis and come back around.

steggun_cinargo

Re: NEE. Solar in the US is cooked for the next 3.5 years, don't bother.

Astronaut_4_Hire

Following the same logic - which is energy companies that are providing energy to data centers - here are some others. Note - I’m not invested in these other ones, so do your own DD and let me know. Maybe I’ll join you…. TLN (nuclear, but contracts with Amazon), NRG (natural gas), NEE (volatile renewables), EQT (natural gas), GEV (equipment/infrastructure)

BeneficialQuality899

NEE is great

lucidum-intervallum

NEE has a solid base an can easily surge bigly with AI energy demand

emanonxman

NEE

darthjarhead

OMG Becky. NEE is on its way to the moon and I couldn’t be happier.

Competitive-Ant2876

GLD, companies that have a big hand in liquified natural gas like KMI, REITs (5 percents yield via dividend & 5 percent growth, 10% growth YOY) low orbital network connections via GSAT (qualcomms pervious ceo over took operations and apple invested 1.7 billion in them) they are light years better than ASTS and have an actual moat and business model. NEE and DUK.

Important-Dish-9808

I like NEE! Its two pronged with being a utility (Florida Power and Light) and a leader in renewables so you get some protection from downside and a \~3% yield.

KhanLebron

My only 2 energy plays are CEG and NEE, which has legitimate operations at least

entropybender

For tech market diversification, consider sectors like healthcare (UNH, JNJ), consumer staples (PG, KO), and utilities (NEE, D). These tend to be more stable and less correlated with tech. Emerging markets and value-oriented ETFs can also provide good portfolio balance. Don't put all eggs in the tech basket.

thalassamikra

Yeah totally don't get that - I saw TAN up and NEE down and that's just weird.

BeneficialQuality899

NEE

BeneficialQuality899

NEE is great

Jordykins850

Yeah check the units rev/backlog growth the past two years 😮 The other half of business is also an electrification play. AAON, parent company, is known for their heat pump HVAC systems. Which you might think would be a bad thing to be in with Trump.. but NY just said all buildings gotta be electric, etc.. IMHO both halves of business are undervalued and you aren’t putting all your eggs in one basket (AI). Why I like the BKR/CAT/NEE plays as well. It’s not *just* AI for them.

SlfImpr

AAON seems like a small player but good tip. Will check them out. NEE is interesting but their renewable energy stuff is not that exciting for the current administration. Will check them out more

Jordykins850

AAON, cooling systems. NEE, power and will get at least one giant contract from restarting nuclear plant.. their calls sound less Enron-ish than CEG, their last call made them seem like a scam company honestly.. I wouldn’t touch the SMR stocks until they actually have working models..

BeneficialQuality899

NEE is a good long term investment

Rft704

NEE

BeneficialQuality899

NEE

Important-Dish-9808

I have some energy stocks and etfs as part of my portfolio, a mix of different sources of energy.  GRID, ICLN, AMLP, VNOM, LNG, NEE and as a higher risk speculative play PROP.  

Caudebec39

Individual stocks make about 0.8% of my portfolio. I bought META (Facebook) at the IPO, and NEE (NextEra Energy) on the same day in 2012, and they have appreciated alot. Each just seemed like a nice opportunity.

SuspiciousSnotling

And yet $NEE doing fine!

ForeverInTheSun82647

I have NRG. Looking into buying NEE. I read they supply more power to data centers.

SuspiciousSnotling

So…. not bullish on $NEE ?

Vegaslover28

Trimming Coinbase, buying NEE

IncidentSome4403

AI Infrastructure and energy stocks are up next for many years of retard strength NBIS, CRWV LEAPS and CEG, NEE, ETR shares

grasshopper2jump

I’m 65 and really believe AI’s growth is going to put huge pressure on our power supply and its one of the smartest long-term trends to invest in right now. I’m keeping it simple and sticking with strong companies that already pay solid dividends and are benefiting from this shift today. For me, that’s VPU for broad utility exposure, DUK for steady income, and NEE for some extra growth from its big renewables pipeline ; a company even Nvidia’s CEO has praised. It’s my way of staying in the AI-energy story while keeping my portfolio steady and productive. If your on this chat, we’re all thinking smart. Good luck all

Pacifist_Cannibal

Bought more NEE, holding until their earnings in September

Pacifist_Cannibal

$AWK and $NEE calls while they're in their regular dips.

Fukreddit011

Good time to pick up some NEE. If you believe in power for AI, electricity and nuclear

starlordbg

I think NEE is positioned quite well.

Versatile_squatch904

$NEE and $AWK is having a sale, lots of cheap options from the dip, bounce back is going to be really nice.

Beneficial-Fix7103

I believe the nuclear energy sector will have a great future. Power demand is going to soar with all the upcoming AI applications. We’ll probably have AI seamlessly embedded in every app, which is going to require an enormous amount of power supply. So yeah, the electricity gap is real, and considering cost-effectiveness, I think nuclear is still the most efficient choice. By the way, Trump has been talking about a multi-trillion-dollar plan to boost AI infrastructure as part of his campaign. If that materializes, it could further push up power demand—and nuclear would definitely benefit from that. So I’m continuing to buy CEG and NEE.

BlueSkysnBlueChips32

Got bent at the $NEE yesterday after earnings. A 6% kick in the ass..

youngneil00

Give me a slow crawl up for NEE

sreten-jr

Oh baby NEE those were some killer earnings! 📈🤣

youngneil00

Sold off some NEE calls for +40% before close so whatever happens with earnings I’m okay with

GodfatherGoat

What calls to buy today?? NEE???

Hungry-Brain-3287

I like GEV, Google, IBM, HON and URI. I think that Intel, NEE, and Hasbro struggle a bit.

BlueSkysnBlueChips32

NEE will beat earnings but the stock price will fall no matter what 😒

Vegaslover28

NEE Next Era Energy. Pays a good dividend and good growth prospects

ViolentAutism

Love NEE. I love utilities in general though, they’re like the vegetables in a good stock portfolio.

Zbarth03

I have and will always be a big Fan of NEE

Reallyboringname2

As someone with children, I solely invest in companies creating a liveable future for them (renewables) and not those creating a dystopian future (o&g, evil overlords, etc). As someone who works in renewables, I see most renewables companies are massively undervalued (often below NAV) and many are on track for great earnings as projects get built and electrons get sold. No amount of politics can stop the simple fact that renewables is cheapest, quickest, and best for business. Next Era Energy (NEE) are a great example and their CEO is speaking out- would bet he’s a Republican too. UK has many stocks of this nature too.

TruChains

NEE is the parent company to FPL, a true IOU. Over 60% of revenue is generated by FPL with the rest coming from energy resources and other small ventures. I’ve worked as an engineer for years with FPL. They’ve got a solid grasp on their infrastructure and are the tail end of residential hardening projects for hurricane. They’re quite proactive on solar in the state. However, the spend never really ends and new programs are constantly popping up. Also, there might be a slowdown in population influx from cost of living, but that’s just my speculation. I think this company should be valued against peers like Duke and Dominion power with some extra cushion and NEE holds more than just a utility.

PrettyLittleRosey

Look at Quanta Services (PWR), ABB, Eaton (ETN), NextEra Energy (NEE), and Freeport-McMoRan (FCX). All benefit from rising grid and energy infrastructure demand.

BobbyDiamond21

CEG, Duke, AEP, BIPC, NEE and CWEN.A. I'm starting with these

Simply-Serendipitous

She bought all these on June 4th, reported them yesterday, and spent somewhere between $1k-$15k for each one NFLX NOW NEE GILD AMAT ADBE SNOW

Isorry123

ENPH FSLR FLNC EOSE NEE PLUG RUN SEDG All spiked. Gotta be something brewing 

Fermi-Diracs

TSCO, VMC, NEE. Boring but I like them.

OkWill4613

O, NEE, & XOM for anybody who doesn't want to struggle through this awful webpage

klyphw

Yep. You can play the electrification of America without solar stocks. GRID, AES and NEE for me. I sold NXT for fear of it's proximity to the solar sector but it's held up quite well wish I hadn't.

Chazzyboi69

I will be buying NEE at a steep discount. They are not actually as renewable as they market themselves as. Plenty of nuclear and nat gas in the mix.

Scary-Ad5384

Well we’ll power those data centers with coal ..Trump digs coal. I had to sell NEE today off that news..small loss. Just thinking out loud though ..if someone feels adventurous, those House claw backs may not fare as well in the Senate..not that I’m counting on it The New Green Scam money was supposed to be like 70% in Red states

klyphw

Bought some more AES. Might get more NEE. I thank the lord I was able to break even on RUN and ENPH last fall

alien-observer-37491

Why is NEE nuked today?

Will_Full1933

My NEE and BE longs 😔