AI-extracted from the 10-Q filed 2026-10-21 — Q3 2026 (quarter ended September 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
NEE Q3 revenue reached $8.1B (+1.6% YoY) driven by FPL's rate base growth and NEER's new investments, with net income attributable to NEE of $4.8B, up 96% YoY.
Biggest Revenue Drivers
FPL$5.4B+2.6% YoY
Retail base revenue growth from new rates under 2025 rate agreement, customer growth of 1.4%, favorable weather, and increased fuel revenues.
NEER$2.5B-2.0% YoY
Partially offset by negative impact of non-qualifying commodity hedges; partly recovered by revenues from new investments of $296M.
Biggest Revenue Drivers
Total revenue: $8.1B+1.6% YoY
FPL$5.4B+2.6% YoY
Retail base revenue growth from new rates under 2025 rate agreement, customer growth of 1.4%, favorable weather, and increased fuel revenues.
NEER$2.5B-2.0% YoY
Partially offset by negative impact of non-qualifying commodity hedges; partly recovered by revenues from new investments of $296M.
Largest Expense Items
Other operations and maintenance$1.4B+1.3% YoY
Slight increase reflecting growth across businesses and normal operating activities.
Watch Items from the Filing
Pending Dominion Energy merger expected to close in H2 2027; merger agreement contains $4.8-6.5B termination fee exposure depending on termination circumstances.
FPL rate case appeals pending before Florida Supreme Court after FPSC approved 2025 rate agreement; non-signatories challenged decision.
Hurricane Isaias struck FPL service territory in October 2026 with preliminary estimated restoration costs of $450-500M; costs recoverable subject to FPSC prudence review and surcharge caps.
XPLR investment impairment of $0.7B ($0.5B after-tax) recorded in nine months ended Sept 2025; trading price remains depressed following strategic repositioning.
NEE has $56.7B notional interest rate derivative contracts outstanding; if credit ratings downgraded to below investment grade, subsidiaries could be required to post up to $3.4B additional collateral.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
96 transactions in NEE reported by 36 members of Congress under the STOCK Act, most recent trade Oct 2, 2026. Reported transactions, not recommendations.
About NEXTERA ENERGY INC (NEE): stock profile, AI score and financials
NEXTERA ENERGY INC (NEE) stock profile, AI quality score, and SEC EDGAR financial data, a Utilities sector company. 13F Pro's AI-powered ranking engine scores NEE at 70.7/100 on a composite quality score built from its SEC filings, placing it at rank #198 of 2,925 stocks — the top 10% of the AI-ranked universe. NEE scores in the top quartile across profitability (96.6), free cash flow (96.2), revenue scale (94.4). Areas of concern include earnings quality (12.1), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q3 2026), NEXTERA ENERGY INC reports quarterly revenue of $8.1B, net income of $4.8B, an operating margin of 32.4%. Top institutional holders of NEE by reported 13-F value include BlackRock, VANGUARD CAPITAL MANAGEMENT, STATE STREET, based on the most recent SEC filings. NEE trades on the NYSE exchange and files with the SEC under CIK 753308. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate NEE daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for NEXTERA ENERGY INC directly from SEC EDGAR.