NEW YORK, Feb 1, 2026, 16:54 EST — Market closed.
NextEra Energy Inc shares edged down 0.32% on Friday, closing at $87.90 after fluctuating between $86.17 and $88.30. Despite the dip, the stock wrapped up the week roughly 2.8% higher, buoyed by a nearly 2% gain on Tuesday. (MarketScreener)
This matters heading into Monday as utilities often track shifts in interest-rate expectations. Rising Treasury yields can dull the sector’s dividend allure and make large capital projects more costly to finance.
NextEra finds itself caught in the middle of this tug-of-war. While it remains a rate-regulated utility at heart, investors treat it more like a growth stock thanks to its renewables segment and the push to power data centers.
NextEra beat Wall Street’s fourth-quarter adjusted profit estimates on Tuesday and reaffirmed its 2026 adjusted earnings guidance. On the same call, the company revealed it’s in advanced talks to supply an extra 9 gigawatts to data centers and could add about 6 gigawatts of new nuclear tech at existing sites, with new locations also under consideration. In Florida alone, roughly 20 gigawatts of data-center demand is lining up to connect to its grid. Meanwhile, its renewables division boosted its project backlog to around 30 gigawatts. (Reuters)
“NextEra Energy posted solid operational and financial results in 2025, with full-year adjusted earnings per share rising over 8% compared to 2024,” CEO John Ketchum said in a company statement.
Adjusted earnings refer to a company-defined metric that excludes specific items causing quarter-to-quarter fluctuations. A project backlog represents the collection of contracted projects pending construction and commissioning.
NextEra’s drop on Friday seemed driven by sector shifts rather than any company-specific update. The S&P 500 slipped 0.43%, with utilities showing a mixed bag — Duke Energy edged up 0.38%, while Dominion Energy slid 1.08%, per MarketWatch data. (MarketWatch)
Bond markets look set to lead early trading this week. Treasury yields dipped late last week, with investors on hold ahead of new U.S. jobs data that could swiftly alter rate expectations. (CaixaBank Research)
NextEra investors are also facing a crowded data-center space. If contract signings slow or the buildout drags, it could challenge the belief that demand growth will outpace rising financing costs. Nuclear projects especially carry long timelines and risks tied to permitting.
Friday’s U.S. January employment report drops at 8:30 a.m. ET, setting up the next major market move. Traders are keyed in on how the data will shift yields—and in turn, NextEra’s valuation. (Bureau of Labor Statistics)
