NYSE:NEE News 20 December 2025

Constellation Energy stock sinks nearly 7% as PJM price-cap push keeps traders cautious ahead of earnings

Constellation Energy shares fell 6.7% to $250.46 Wednesday on heavy volume after Washington pressed PJM to cap power prices and speed up grid connections for data centers. The drop came despite Constellation’s recent $7 billion Calpine acquisition, which made it the largest U.S. electricity producer. Other wholesale power stocks also declined, while NextEra Energy rose 1.3%.

5 February 2026

Earnings Reports·Energy Sector·NYSE:CEG·NYSE:EXC·NYSE:NEE·NYSE:NRG·NYSE:VST·Stock Market

Constellation Energy stock drops 3.5% to $270 — what CEG traders are watching next

Constellation Energy shares fell 3.5% to $270.75 Monday, underperforming the utilities sector. The drop follows ongoing policy pressure on PJM Interconnection to speed up new capacity and control costs. The company’s next quarterly results are due Feb. 19. Shares of Vistra, NRG Energy, and NextEra also declined.

2 February 2026

Energy Sector·NYSE:CEG·NYSE:NEE·NYSE:NRG·NYSE:VST·Stock Market

NextEra Energy stock slips into the weekend — what could move NEE shares next week

NextEra Energy shares slipped 0.32% to $87.90 Friday but ended the week up 2.8% after beating fourth-quarter profit forecasts and confirming 2026 earnings targets. The company is in talks for 9 gigawatts of new data-center supply and may expand nuclear capacity by 6 gigawatts. Investors await the U.S. jobs report Friday, which could shift Treasury yields and impact utility stocks.

1 February 2026

Energy Sector·NYSE:NEE·Stock Market

NextEra Energy stock dips into the weekend as rate nerves return — what investors watch next

NextEra Energy shares fell 0.32% to $87.90 Friday, with trading volume near 10.2 million. The company reaffirmed its 2026 adjusted EPS outlook and secured a new four-year rate deal in Florida. Analysts raised price targets after Q4 results, while rising inflation and rate headlines weighed on utilities. The U.S. jobs report on Feb. 6 is the next major market focus.

31 January 2026

Energy Sector·Interest Rates·NYSE:NEE·Stock Market

NextEra Energy stock price today: NEE steadies near a 52-week high as investors parse earnings, data-center demand

NextEra Energy shares rose 0.3% to $87.44 Wednesday afternoon after reporting 2025 adjusted earnings of $3.71 per share, up 8% from 2024. Executives said they are in advanced talks to supply 9 GW of data-center power in Florida and plan to add 6 GW of new nuclear capacity. Trading volume topped 5.7 million shares. Mizuho raised its price target to $90.

28 January 2026

Data Centers·Earnings Reports·Energy Sector·NYSE:NEE·Stock Market

Applied Digital stock price jumps nearly 12% as Nvidia-CoreWeave deal lifts AI data-center plays

Applied Digital shares rose 11.7% to $40.40 by late morning Tuesday after Nvidia announced a $2 billion investment in CoreWeave to accelerate AI data-center expansion. The stock rebounded from a volatile open, trading between $36.51 and $40.47. Investors await news on long-term leases and details about Applied Digital’s Delta Forge 1 campus, which began construction last week.

27 January 2026

Artificial Intelligence·Data Centers·NASDAQ:APLD·NASDAQ:NVDA·NYSE:NEE·Stock Market

NextEra Energy stock ticks higher ahead of earnings day as rate focus tightens

NextEra Energy shares rose 0.8% to $85.49 Monday as utilities rallied ahead of the company’s quarterly and full-year earnings release set for Tuesday morning. Bank of America raised its price target to $87. Investors await updates on profit forecasts and project pipelines, while the market eyes Wednesday’s Federal Reserve policy decision.

26 January 2026

Earnings Reports·Interest Rates·NYSE:NEE·Stock Market

NextEra Energy stock price: NEE set for earnings-week test after insider sale filing

NextEra Energy shares closed Friday down 0.3% at $84.81, trading between $84.21 and $85.39 on volume of 13.3 million. EVP Ronald R. Reagan sold 10,826 shares at $85 each under a 10b5-1 plan, according to a Form 4 filing. NextEra will report fourth-quarter and full-year 2025 results before the NYSE opens on Jan. 27.

25 January 2026

Earnings Reports·Energy Sector·NYSE:NEE·Stock Market

NextEra Energy stock slips into earnings week as Fed decision looms

NextEra Energy shares fell 0.3% to close at $84.81 Friday. Executive Vice President Ronald R. Reagan sold 10,826 shares at $85 each under a pre-arranged plan, according to an SEC filing. The company will report fourth-quarter and full-year results before markets open Tuesday. Analysts expect earnings of $0.53 per share on $6.55 billion in revenue.

25 January 2026

Earnings Reports·Federal Reserve·NYSE:NEE

Utilities stocks brace for Fed week as XLU slides and yields stay high

U.S. utilities stocks fell this week, with the Utilities Select Sector SPDR ETF closing at $42.56, down about 2%. The S&P 500 Utilities index dropped 0.4% Friday and 2% for the week. The 10-year Treasury yield ended at 4.24%, pressuring dividend-heavy utilities. NextEra Energy reports earnings Jan. 27.

24 January 2026

Federal Reserve·NYSE:DUK·NYSE:EXC·NYSE:NEE·NYSE:SO·Stock Market

NextEra Energy stock rises after NEE reaffirms earnings, dividend targets ahead of January investor meetings

NEW YORK, Jan 3, 2026, 17:13 ET — Market closed NextEra Energy (NEE) shares rose 0.8% to $80.93 at Friday’s close after the utility reaffirmed its long-term earnings and dividend growth targets ahead of January investor meetings. A regulatory filing showed NextEra kept its 2025 adjusted earnings per share outlook at $3.62 to $3.70 and its 2026 target at $3.92 to $4.02, and it still expects at least 8% compound annual growth in adjusted EPS through 2032. The company also reiterated a target of at least 8% adjusted EPS growth through 2035 and said it expects dividends per share to

3 January 2026

Dividends·Energy Sector·NYSE:NEE·Stock Market

Utilities stocks punch higher in 2026 opener as XLU beats market; NextEra filing in focus

NEW YORK, January 3, 2026, 13:39 ET — Market closed U.S. utility stocks started 2026 on a stronger footing, with the Utilities Select Sector SPDR Fund (XLU) rising 1.2% on Friday to $43.18. The ETF traded between $42.66 and $43.38, setting up near-term chart levels traders often watch for support and resistance. The move matters because utilities are often treated as “bond proxies” — a shorthand for dividend-heavy stocks that can become less attractive when interest rates rise. U.S. Treasury yields still climbed, with the 10-year yield up 3.8 basis points (one basis point is 0.01 percentage point) to 4.191%,

3 January 2026

NYSE:NEE·Stock Market

Utilities stocks today: NextEra’s $4 billion share-sale plan keeps XLU under pressure into 2026

NEW YORK, January 1, 2026, 1:53 PM ET — Market closed U.S. utilities stocks headed into the New Year on the back foot after NextEra Energy disclosed a $4 billion at-the-market share-sale program, a move that can add supply to the market over time. The Utilities Select Sector SPDR Fund, an exchange-traded fund that tracks a basket of utility stocks, last closed down 0.6% at $42.69. (SEC filing) Why it matters now: utilities are among the most interest-rate-sensitive parts of the equity market because investors often value them for steady cash flows and dividends. When financing costs rise or equity

1 January 2026

NASDAQ:EXC·NYSE:D·NYSE:DUK·NYSE:NEE·NYSE:SO·Stock Market

Utilities Stocks Outlook: XLU Ends Holiday Week Near Flat as Rates, AI Power Demand and Storm Risks Shape 2026

NEW YORK, Dec. 27, 2025, 1:42 p.m. ET — MARKET CLOSED Utilities stocks are heading into the final stretch of 2025 with a familiar “defensive” reputation—plus a newer, more complex growth narrative tied to AI-era electricity demand. With U.S. exchanges closed for the weekend, investors are digesting Friday’s quiet, post-Christmas session and a short list of fresh headlines that nevertheless matter for regulated utilities: winter-storm risk in the Northeast, rising scrutiny of power bills amid data-center expansion, and renewed legal and policy uncertainty around offshore wind. The backdrop is a market that’s still near all-time highs but showing year-end thinness.

27 December 2025

NYSE:D·NYSE:DUK·NYSE:NEE·NYSE:SO·Stock Market

Utilities Stocks Outlook 2026: AI Data Centers, Fed Rate Cuts and Rising Power Bills Put the Sector Back in Focus

U.S. utilities stocks are ending 2025 with a split personality. On one hand, the group is still a classic “defensive” trade—regulated cash flows, dividend support, and historically lower volatility than the broader market. On the other, utilities have quietly become one of the most important “real economy” beneficiaries of the AI boom, because every new data center and electrified industrial process ultimately needs one thing: reliable megawatts. With U.S. markets closed for the Christmas holiday on December 25, 2025, the utilities sector enters 2026 under intense scrutiny from investors, regulators, and consumers. Electricity bills are rising, grid operators are sounding

25 December 2025

Artificial Intelligence·Energy Sector·NASDAQ:XEL·NYSE:AEP·NYSE:CEG·NYSE:D·NYSE:DUK·NYSE:EXC·NYSE:NEE·NYSE:SO·NYSE:SRE·NYSE:VST·Stock Market

NextEra Energy (NEE) Stock News Today: AI Data Center Deals, 2026 Earnings Outlook, and Analyst Price Targets (Dec. 22, 2025)

NextEra Energy, Inc. (NYSE: NEE) enters the final full week of 2025 with an unusual mix of catalysts that touch nearly every part of the U.S. power value chain: regulated utility rate clarity in Florida, a rapidly expanding portfolio tied to Big Tech’s data-center buildout, and a wave of analyst notes trying to re-price what “growth” means for a company that historically sat in the utility bucket. As of Dec. 22, investors are parsing a central question: can NextEra keep delivering above-average earnings growth while navigating rising grid constraints, shifting federal permitting dynamics, and a capital-intensive pipeline that is increasingly

22 December 2025

Artificial Intelligence·Earnings Reports·NYSE:NEE·Renewable Energy

NextEra Energy (NEE) Stock Week Ahead: Data-Center Deals, Updated Forecasts, Analyst Targets, and Key Risks for Dec. 22–26, 2025

NextEra Energy, Inc. (NYSE: NEE) heads into a holiday-shortened week with investors balancing two forces that often pull utility stocks in opposite directions: rapidly rising power demand tied to AI and data centers (a growth catalyst) and the interest-rate/policy backdrop (a valuation and permitting risk). The stock last closed at $79.54 on Friday, Dec. 19, after a 1.62% decline on the day, while trading volume jumped well above its recent average. MarketWatch With U.S. markets closing early on Wednesday, Dec. 24, and closed Thursday, Dec. 25, liquidity can thin out—sometimes amplifying moves in rate-sensitive names like NextEra. New York Stock

22 December 2025

Energy Sector·NYSE:NEE·Stock Market

Utilities Stocks Week Ahead (Dec 22–26, 2025): Data-Center Power Demand, Record PJM Prices, and Fed “Pause” Signals Shape the Holiday Trade

Published: December 21, 2025 — Week Ahead Outlook Utilities stocks head into the Christmas-shortened trading week caught between two powerful narratives. On one side, rate cuts and a “soft-ish” growth backdrop usually favor utilities—classic “bond-proxy” shares that tend to benefit when investors expect borrowing costs to drift lower. On the other, utilities are no longer trading like sleepy defensives. The sector is being re-rated as critical AI infrastructure, because data centers are pulling forward years of electricity demand growth and forcing a historic buildout of generation, transmission, and grid hardware. That tension—lower-rate tailwinds vs. higher-capex and higher-bills backlash—is likely to

21 December 2025

Energy Sector·Federal Reserve·NYSE:NEE·Stock Market

NextEra Energy Stock (NEE) in Focus: AI Data Center Deals, 2026 Earnings Outlook, and Wall Street Price Targets — Dec. 20, 2025

NextEra Energy, Inc. (NYSE: NEE) is ending 2025 with a familiar role—and a new narrative. For years, investors have treated NextEra as a premium “growth utility,” built on Florida Power & Light’s regulated stability and NextEra Energy Resources’ renewables scale. In December, that story expanded into something broader: power for AI and hyperscale data centers—and the infrastructure required to deliver it reliably. As of Saturday, Dec. 20, 2025, U.S. equity markets are closed. NEE last traded at $79.54, reflecting Friday’s close. Stock Invest What’s driving attention now isn’t a single headline—it’s a cluster of announcements and analyst updates that, together,

21 December 2025

NYSE:NEE·Wall Street Insights

Utilities Stocks Outlook for 2026: AI Data Center Demand, Rate Cuts, and the New Power-Grid Investment Cycle

Dec. 20, 2025 Utilities stocks are having a moment that would’ve been hard to imagine just a few years ago. The sector long known for predictable dividends and regulated earnings is now being pulled into the center of the AI buildout—because none of it runs without electricity. As of Dec. 20, 2025, the utilities story is no longer just “bond-proxy, defensive, yield.” It’s increasingly about load growth, grid reliability, data centers, and a multi-year capital spending wave—with investors trying to decide whether the sector’s recent pullback is a warning sign or an entry point. Below is a detailed roundup of

20 December 2025

Artificial Intelligence·NASDAQ:EXC·NASDAQ:XEL·NYSE:AEP·NYSE:D·NYSE:DUK·NYSE:NEE·NYSE:SO·Stock Market

NYSE:NEE News 20 December 2025 - 5 February 2026