Last 7 days
1.7%
Last 30 days
-0.1%
Last 90 days
-12.0%
Trailing 12 Months
-6.4%
Name | Mkt Capsorted ascending | Revenue | Price %, 1M | Returns, 1Y | P/E | P/S | Rev 1-Yr | Inc 1-Yr |
---|---|---|---|---|---|---|---|---|
LARGE-CAP | ||||||||
NEE | 151.5B | 21.0B | -0.13% | -6.43% | 36.52 | 7.23 | 22.77% | 16.06% |
AEP | 47.3B | 19.6B | 1.65% | -1.22% | 20.5 | 2.41 | 16.96% | -7.33% |
ES | 26.8B | 12.3B | -4.32% | -8.73% | 18.95 | 2.18 | 24.60% | 15.01% |
ETR | 21.5B | 13.8B | -0.70% | -2.94% | 19.53 | 1.56 | 17.21% | -1.37% |
AGR | 15.4B | 7.9B | -2.86% | -10.24% | 17.46 | 1.94 | 13.61% | 24.61% |
MID-CAP | ||||||||
PNW | 8.9B | 4.3B | 4.77% | 9.89% | 17.79 | 2.06 | 13.68% | -21.25% |
NRG | 7.3B | 31.5B | -13.33% | -18.67% | 5.94 | 0.23 | 16.87% | -44.17% |
OGE | 7.2B | 3.4B | -8.04% | -4.74% | 10.86 | 2.14 | -7.61% | -9.71% |
IDA | 5.4B | 1.6B | 2.19% | -2.54% | 21.04 | 3.31 | 12.75% | 5.47% |
HE | 4.1B | 3.7B | -13.27% | -8.92% | 17.07 | 1.11 | 31.28% | -2.03% |
SJW | 2.3B | 620.7M | -1.69% | 15.73% | 31.49 | 3.75 | 8.19% | 22.07% |
SMALL-CAP | ||||||||
MSEX | 1.4B | 162.4M | -11.55% | -24.16% | 31.93 | 8.34 | 13.48% | 16.11% |
UTL | 886.7M | 563.2M | 5.51% | 11.70% | 21.42 | 1.57 | 18.99% | 14.68% |
GNE | 278.1M | 364.5M | -21.32% | 49.86% | 2.8 | 0.76 | 3.55% | 9592.01% |
Income Statement (Last 12 Months) | (In Millions) | |||||
---|---|---|---|---|---|---|
Description | (%) Q/Q | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 |
Revenue | 5.6% | 20,956 | 19,838 | 17,489 | 16,233 | 17,069 |
Operating Expenses | 4.2% | 17,397 | 16,700 | 15,676 | 14,850 | 14,233 |
EBITDA | 1.9% | 9,710 | 9,530 | 5,757 | 8,422 | - |
EBITDA Margin | -3.5% | 0.46* | 0.48* | 0.35* | 0.49* | - |
Earnings Before Taxes | 10.9% | 3,832 | 3,454 | 1,849 | 374 | 3,175 |
EBT Margin | 5.0% | 0.18* | 0.17* | 0.11* | 0.02* | - |
Interest Expenses | -22.8% | 1,375 | 1,780 | 1,323 | - | - |
Net Income | 8.3% | 4,147 | 3,829 | 2,580 | 1,456 | 3,573 |
Net Income Margin | 2.5% | 0.20* | 0.19* | 0.15* | 0.09* | - |
Free Cahsflow | -3.8% | 8,262 | 8,584 | 8,851 | 8,223 | - |
Balance Sheet | (In Millions) | |||||
---|---|---|---|---|---|---|
Description | (%) Q/Q | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 |
Assets | 1.6% | 158,935 | 156,409 | 151,770 | 144,945 | 140,912 |
Current Assets | 4.6% | 13,490 | 12,891 | 14,332 | 10,988 | 9,288 |
Cash Equivalents | -36.2% | 1,601 | 2,508 | 2,861 | 1,477 | 639 |
Inventory | 8.0% | 1,934 | 1,791 | 1,642 | 1,586 | 1,561 |
Net PPE | 2.4% | 111,059 | 108,447 | 105,393 | 101,935 | 99,348 |
Goodwill | -0.4% | 4,854 | 4,872 | 4,843 | 4,844 | 4,844 |
Liabilities | -0.1% | 109,499 | 109,663 | 107,163 | 100,693 | 95,243 |
Current Liabilities | -4.0% | 26,695 | 27,793 | 26,821 | 22,423 | 17,437 |
LT Debt, Current | -9.0% | 6,633 | 7,292 | 7,250 | 5,564 | 1,785 |
LT Debt, Non Current | 1.1% | 55,256 | 54,670 | 53,382 | 50,974 | 50,960 |
Shareholder's Equity | 1.6% | 39,229 | 38,629 | 44,554 | 44,049 | 37,202 |
Retained Earnings | 2.6% | 26,707 | 26,029 | 25,169 | 24,625 | 25,911 |
Additional Paid-In Capital | 0.2% | 12,720 | 12,694 | 11,309 | 11,262 | 11,271 |
Shares Outstanding | 0% | 1,987 | 1,987 | 1,965 | 1,964 | 1,963 |
Minority Interest | 12.1% | 9,097 | 8,117 | 8,115 | 8,162 | 8,222 |
Cashflow (Last 12 Months) | (In Millions) | |||||
---|---|---|---|---|---|---|
Description | (%) Q/Q | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 |
Cashflow From Operations | -3.8% | 8,262 | 8,584 | 8,851 | 8,223 | 7,553 |
Cashflow From Investing | -17.7% | -18,359 | -15,595 | -14,738 | -13,864 | -13,591 |
Cashflow From Financing | 22.5% | 12,229 | 9,979 | 8,953 | 6,217 | 5,807 |
Dividend Payments | 2.7% | 3,352 | 3,264 | 3,184 | 3,105 | 3,024 |
42.7%
18.5%
0%
Y-axis is the maximum loss one would have experienced if NextEra Energy was unfortunately bought at previous high price.
18.0%
17.2%
15.8%
13.0%
FIve years rolling returns for NextEra Energy.
Datesorted ascending | Fund Name | Type | % Chg | $ Change | $ Held | % Portfolio |
---|---|---|---|---|---|---|
2023-03-15 | B. Riley Wealth Advisors, Inc. | reduced | -4.79 | 280,255 | 18,873,300 | 0.53% |
2023-03-13 | Claro Advisors LLC | added | 377 | 1,323,490 | 1,642,490 | 0.54% |
2023-03-10 | VICTORY CAPITAL MANAGEMENT INC | new | - | 10,038,000 | 10,038,000 | 0.01% |
2023-03-10 | VICTORY CAPITAL MANAGEMENT INC | added | 2.67 | 5,089,850 | 58,837,800 | 0.06% |
2023-03-10 | VICTORY CAPITAL MANAGEMENT INC | reduced | -0.86 | 1,742,480 | 58,245,500 | 0.06% |
2023-03-10 | BAILLIE GIFFORD & CO | reduced | -60.22 | -10,797,500 | 7,952,530 | 0.01% |
2023-03-10 | VICTORY CAPITAL MANAGEMENT INC | reduced | -1.14 | 337,632 | 49,545,600 | 0.05% |
2023-03-10 | MATHER GROUP, LLC. | reduced | -5.67 | 7,215 | 1,122,220 | 0.02% |
2023-03-08 | Capital Asset Advisory Services LLC | added | 31.08 | 229,027 | 802,027 | 0.06% |
2023-03-07 | Great Lakes Retirement, Inc. | new | - | 497,724 | 497,724 | 0.13% |
Date Filed | Name of Filer | Percent of Class | No. of Shares | Form Type | |
---|---|---|---|---|---|
Feb 09, 2023 | vanguard group inc | 9.68% | 192,398,222 | SC 13G/A | |
Feb 07, 2023 | state street corp | 5.70% | 113,299,531 | SC 13G/A | |
Jan 31, 2023 | blackrock inc. | 7.9% | 156,622,420 | SC 13G/A | |
Feb 14, 2022 | blackrock inc. | 8.2% | 161,369,326 | SC 13G/A | |
Feb 11, 2022 | state street corp | 5.08% | 99,606,550 | SC 13G/A | |
Feb 09, 2022 | vanguard group inc | 9.12% | 178,849,315 | SC 13G/A | |
Feb 07, 2022 | blackrock inc. | 8.6% | 168,622,906 | SC 13G/A | |
Feb 10, 2021 | vanguard group inc | 8.99% | 176,104,080 | SC 13G/A | |
Feb 09, 2021 | state street corp | 5.03% | 98,596,287 | SC 13G | |
Feb 05, 2021 | blackrock inc. | 8.1% | 158,629,034 | SC 13G/A |
Fair Value | Very Pessimistic | Pessimistic | Base Case | Optimistic | Very Optimistic |
---|---|---|---|---|---|
Very Low Inflation | 24.79 -67.48% | 29.12 -61.80% | 36.95 -51.53% | 52.79 -30.75% | 63.49 -16.71% |
Current Inflation | 23.17 -69.61% | 26.87 -64.75% | 33.46 -56.11% | 46.68 -38.76% | 55.57 -27.10% |
Very High Inflation | 21.15 -72.26% | 24.12 -68.36% | 29.32 -61.54% | 39.61 -48.04% | 46.51 -38.99% |
Date Filed | Form Type | Document | |
---|---|---|---|
Mar 16, 2023 | 4 | Insider Trading | |
Mar 16, 2023 | 4 | Insider Trading | |
Mar 16, 2023 | 4 | Insider Trading | |
Mar 16, 2023 | 4 | Insider Trading | |
Mar 10, 2023 | 4 | Insider Trading | |
Mar 03, 2023 | 8-K | Current Report | |
Mar 02, 2023 | 4 | Insider Trading | |
Mar 01, 2023 | 8-K | Current Report | |
Mar 01, 2023 | 25-NSE | 25-NSE | |
Feb 23, 2023 | 424B2 | Prospectus Filed |
Datesorted ascending | Name | Buy/Sell | $ Value | Avg. Price | # Shares | Title |
---|---|---|---|---|---|---|
2023-03-08 | SCHUPP RUDY E | gifted | - | - | -204 | - |
2023-03-01 | HACHIGIAN KIRK S | bought | 350,000 | 70.00 | 5,000 | - |
2023-02-21 | Pimentel Armando Jr | bought | 995,808 | 75.44 | 13,200 | - |
2023-02-16 | Caplan Deborah H | acquired | - | - | 21,601 | evp, hr & corp services |
2023-02-16 | Wilson Darryl L. | acquired | - | - | 2,450 | - |
2023-02-16 | Gursahaney Naren K | acquired | - | - | 2,450 | - |
2023-02-16 | BARRAT SHERRY S | acquired | - | - | 2,450 | - |
2023-02-16 | CAMAREN JAMES LAWRENCE | acquired | - | - | 2,450 | - |
2023-02-16 | SKOLDS JOHN L | acquired | - | - | 2,450 | - |
2023-02-16 | Reagan Ronald R | sold (taxes) | -202,395 | 75.69 | -2,674 | evp, eng., const. & isc |
CONSOLIDATED STATEMENTS OF INCOME - USD ($) $ in Millions | 12 Months Ended | |||||
---|---|---|---|---|---|---|
Dec. 31, 2022 | Dec. 31, 2021 | Dec. 31, 2020 | ||||
OPERATING REVENUES | $ 20,956 | $ 17,069 | $ 17,997 | |||
OPERATING EXPENSES | ||||||
Fuel, purchased power and interchange | 6,389 | 4,527 | 3,539 | |||
Other operations and maintenance | 4,428 | 3,981 | 3,934 | |||
Depreciation and amortization | 4,503 | 3,924 | 4,052 | |||
Taxes other than income taxes and other – net | 2,077 | 1,801 | 1,709 | |||
Total operating expenses – net | 17,397 | 14,233 | 13,234 | |||
GAINS ON DISPOSAL OF BUSINESSES/ASSETS – NET | 522 | 77 | 353 | |||
OPERATING INCOME | 4,081 | 2,913 | 5,116 | |||
OTHER INCOME (DEDUCTIONS) | ||||||
Interest Expense | (585) | (1,270) | (1,950) | |||
Equity in earnings (losses) of equity method investees | 203 | 666 | (1,351) | |||
Allowance for equity funds used during construction | 112 | 142 | 93 | |||
Gains on disposal of investments and other property – net | 80 | 70 | 50 | |||
Change in unrealized gains (losses) on equity securities held in NEER's nuclear decommissioning funds – net | (461) | 267 | 163 | |||
Other net periodic benefit income | 202 | 257 | 200 | |||
Other – net | 200 | 130 | 92 | |||
Total other income (deductions) – net | (249) | 262 | (2,703) | |||
INCOME BEFORE INCOME TAXES | 3,832 | 3,175 | 2,413 | |||
INCOME TAXES | 586 | 348 | 44 | |||
NET INCOME | 3,246 | 2,827 | 2,369 | |||
NET LOSS ATTRIBUTABLE TO NONCONTROLLING INTERESTS | 901 | 746 | 550 | |||
NET INCOME ATTRIBUTABLE TO NEE | $ 4,147 | $ 3,573 | $ 2,919 | |||
Earnings per share attributable to NEE: | ||||||
Basic | $ 2.10 | $ 1.82 | $ 1.49 | |||
Assuming dilution | $ 2.10 | $ 1.81 | $ 1.48 | |||
FPL [Member] | ||||||
OPERATING REVENUES | $ 17,282 | $ 14,102 | $ 13,060 | |||
OPERATING EXPENSES | ||||||
Fuel, purchased power and interchange | 5,688 | 3,956 | 3,060 | |||
Other operations and maintenance | 1,857 | 1,831 | 1,890 | |||
Depreciation and amortization | 2,695 | 2,266 | 2,526 | |||
Taxes other than income taxes and other – net | 1,748 | 1,533 | 1,464 | |||
Total operating expenses – net | 11,988 | 9,586 | 8,940 | |||
OPERATING INCOME | 5,294 | 4,516 | 4,120 | |||
OTHER INCOME (DEDUCTIONS) | ||||||
Interest Expense | (768) | (615) | (641) | |||
Allowance for equity funds used during construction | 105 | 132 | 87 | |||
Other – net | 17 | 11 | 2 | |||
Total other income (deductions) – net | (646) | (472) | (552) | |||
INCOME BEFORE INCOME TAXES | 4,648 | 4,044 | 3,568 | |||
INCOME TAXES | 947 | 838 | 678 | |||
NET INCOME | $ 3,701 | $ 3,206 | $ 2,890 | [1] | ||
|
CONSOLIDATED BALANCE SHEETS - USD ($) $ in Millions | Dec. 31, 2022 | Dec. 31, 2021 |
---|---|---|
Current assets: | ||
Cash and cash equivalents | $ 1,601 | $ 639 |
Customer receivables, net | 4,349 | 3,378 |
Other receivables | 744 | 730 |
Materials, supplies and fuel inventory | 1,934 | 1,561 |
Regulatory assets | 2,165 | 1,125 |
Derivatives | 1,590 | 689 |
Other | 1,107 | 1,166 |
Total current assets | 13,490 | 9,288 |
Other assets: | ||
Property, plant and equipment – net | 111,059 | 99,348 |
Special use funds | 7,496 | 8,922 |
Investment in equity method investees | 6,582 | 6,159 |
Prepaid benefit costs | 1,832 | 2,243 |
Regulatory assets | 5,992 | 4,578 |
Derivatives | 1,935 | 1,135 |
Goodwill | 4,854 | 4,844 |
Other | 5,695 | 4,395 |
Total other assets | 145,445 | 131,624 |
TOTAL ASSETS | 158,935 | 140,912 |
Current liabilities: | ||
Commercial paper | 1,709 | 1,382 |
Other short-term debt | 1,368 | 700 |
Current portion of long-term debt | 6,633 | 1,785 |
Accounts payable | 8,312 | 6,935 |
Customer deposits | 560 | 485 |
Accrued interest and taxes | 719 | 525 |
Derivatives | 2,102 | 1,263 |
Accrued construction-related expenditures | 1,760 | 1,378 |
Regulatory liabilities | 350 | 289 |
Other | 3,182 | 2,695 |
Total current liabilities | 26,695 | 17,437 |
Other liabilities and deferred credits: | ||
Long-term debt | 55,256 | 50,960 |
Asset retirement obligations | 3,245 | 3,082 |
Deferred income taxes | 9,072 | 8,310 |
Regulatory liabilities | 9,626 | 11,273 |
Derivatives | 2,909 | 1,713 |
Other | 2,696 | 2,468 |
Total other liabilities and deferred credits | 82,804 | 77,806 |
TOTAL LIABILITIES | 109,499 | 95,243 |
COMMITMENTS AND CONTINGENCIES | ||
REDEEMABLE NONCONTROLLING INTERESTS – VIEs | 1,110 | 245 |
EQUITY | ||
Common stock | 20 | 20 |
Additional paid-in capital | 12,720 | 11,271 |
Retained earnings | 26,707 | 25,911 |
Accumulated other comprehensive loss | (218) | 0 |
Total common shareholders' equity | 39,229 | 37,202 |
Noncontrolling interests | 9,097 | 8,222 |
TOTAL EQUITY | 48,326 | 45,424 |
TOTAL LIABILITIES, REDEEMABLE NONCONTROLLING INTERESTS AND EQUITY | 158,935 | 140,912 |
FPL [Member] | ||
Current assets: | ||
Cash and cash equivalents | 25 | 55 |
Customer receivables, net | 1,739 | 1,297 |
Other receivables | 332 | 350 |
Materials, supplies and fuel inventory | 1,159 | 963 |
Regulatory assets | 2,155 | 1,111 |
Derivatives | 19 | 13 |
Other | 143 | 142 |
Total current assets | 5,553 | 3,918 |
Other assets: | ||
Electric utility plant and other property – net | 64,693 | 58,227 |
Special use funds | 5,221 | 6,158 |
Prepaid benefit costs | 1,732 | 1,657 |
Regulatory assets | 5,484 | 4,343 |
Derivatives | 10 | |
Goodwill | 2,989 | 2,989 |
Other | 887 | 775 |
Total other assets | 81,006 | 74,149 |
TOTAL ASSETS | 86,559 | 78,067 |
Current liabilities: | ||
Commercial paper | 1,709 | 1,382 |
Other short-term debt | 200 | 200 |
Current portion of long-term debt | 1,547 | 536 |
Accounts payable | 1,377 | 1,318 |
Customer deposits | 543 | 478 |
Accrued interest and taxes | 362 | 322 |
Derivatives | 12 | 9 |
Accrued construction-related expenditures | 559 | 601 |
Regulatory liabilities | 349 | 278 |
Other | 1,197 | 643 |
Total current liabilities | 7,843 | 5,758 |
Other liabilities and deferred credits: | ||
Long-term debt | 19,455 | 17,974 |
Asset retirement obligations | 2,108 | 2,049 |
Deferred income taxes | 8,376 | 7,137 |
Regulatory liabilities | 9,458 | 11,053 |
Derivatives | 1 | 1 |
Other | 399 | 502 |
Total other liabilities and deferred credits | 39,796 | 38,715 |
TOTAL LIABILITIES | 47,639 | 44,473 |
COMMITMENTS AND CONTINGENCIES | ||
EQUITY | ||
Common stock | 1,373 | 1,373 |
Additional paid-in capital | 23,561 | 19,936 |
Retained earnings | 13,986 | 12,285 |
TOTAL EQUITY | 38,920 | 33,594 |
TOTAL LIABILITIES, REDEEMABLE NONCONTROLLING INTERESTS AND EQUITY | $ 86,559 | $ 78,067 |