NEE at a glance
NextEra Energy (NEE, SEC CIK 753308) filed its latest 10-K annual report on February 13, 2026, a 10-Q quarterly report on July 24, 2026, an 8-K current report on October 6, 2026 and Form 4 insider filings as recently as October 5, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), NextEra Energy (NEE) reported revenue of $25.8 billion (up 9.8% from FY2024) and net income of $6.8 billion. Diluted EPS was $3.30.
- As of June 30, 2026, 67 institutional investment managers tracked by SignalX reported holding NextEra Energy (NEE) shares worth $85.0 billion in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $25.8B
- +9.8% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 67 funds
- $85.0B · −2 vs prior quarter
- Latest 8-K
- Sep 14, 2026
- Item 7.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Risk Factors
- Cybersecurity operational risk managed by VP CIO, VP Cybersecurity with 50+ years combined experience, reported directly to Board of Directors
- Board receives ongoing updates on active cybersecurity incidents, threat landscape, and annual cyber drill results
- Cybersecurity oversight by multiple high-level committees including Cybersecurity and Resiliency Committee with executive VP and CFO participation
- Potential disruption from cyber threats impacting physical and cyber security policies across NextEra Energy and subsidiaries
Management Discussion & Analysis
- Revenue drivers: FPL net income $5,012M up $469M YoY; NEER net income $2,975M up $676M YoY; Corporate/Other loss $(1,152)M vs $104M gain prior year
- Profitability: NEE net income $6,835M down $111M YoY; effective tax rate (18)% vs 6% in prior year
- Best segment: FPL highest net income $5,012M with $469M increase; worst segment Corporate/Other $(1,152)M loss driven by higher interest expense and unfavorable hedges
- Cash flow/allocation: $5.5B increase in FPL rate base investments; storm restoration surcharge collections approx. $1.2B subject to FPSC review; no explicit buyback/dividend data provided
- Outlook/risks: OBBBA tax changes, federal tariffs, and policy changes pose risk; NEE expects pipeline qualifying for clean energy tax credits through 2030
Business Overview
- Core business: Electric power generation, transmission, and distribution with emphasis on sustainable energy solutions
- No new products, services, or segments introduced or emphasized this year in Business section
- Maintained existing corporate governance structures, including adoption of Senior Financial Executive Code of Ethics
- Equity compensation plan covers 15,406,835 securities with weighted-average exercise price $60.08 and 54,567,191 shares available for future issuance
- Auditor fees for fiscal 2025 totaled $4.63M, with audit-related fees $802K mainly for storm cost audits and IT control assessments
AI summary of the NEE 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Quarterly revenue: FPL operating revenues $188M higher YoY; NEER operating revenues $618M higher YoY
- NEE net income $3,144M vs $2,028M YoY; effective tax rate (3)% vs (19)%
- Best segment NEER net income $1,634M vs $983M; FPL net income $1,412M vs $1,275M
- Operating cash flow $7,276M vs $5,958M; capital investments $19,389M vs $13,626M
- Net cash increase $216M vs $580M; pending tariffs, permitting changes and clean-energy-credit rules remain potential headwinds
Risk Factors
- Merger-related risks newly incorporated through S-4 filed July 9, 2026 and effective July 23, 2026
- Additional unknown or currently immaterial risks potentially affecting NEE and FPL prospects
- Regulatory and compliance exposure from S-4 disclosure requirements and SEC effectiveness
- Long-term financing risk from FPL notes due June 1, 2076 and junior subordinated debentures due 2056–2066
AI summary of the NEE 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 7.01: Regulation FD Disclosure
- Filing contains incorporation-by-reference exclusion for Exhibits 99.1 and 99.2
- Investor-relevant disclosure likely resides in Exhibits 99.1 and 99.2 rather than the provided section
Item EX-99.1: Item EX-99.1
- Enhanced merger package doubles residential bill credits to $10 monthly for four years
- EnergyShare funding increases $100 million through 2038, with customers shielded from merger costs
Item 5.07: Submission of Matters to a Vote of Security Holders
- Shareholders approved Dominion Energy merger share issuance with 99.47% of votes cast supporting
- Authorized common shares increased from 3.2 billion to 5.0 billion, enabling merger-related issuance capacity
AI summaries of NEE 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for NEE
Don't miss the next NEE filing
- Alerts as it files. A push when NEE files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut NEE, by share count.
- Ask anything. An AI agent that reads every NEE filing and answers with sources.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Arnaboldi Nicole S | A | Oct 2, 2026 | 474 | $76.83 |
| PORGES DAVID L | A | Sep 15, 2026 | 52 | $81.07 |
| CAMAREN JAMES LAWRENCE | A | Sep 15, 2026 | 271 | $81.07 |
| Arnaboldi Nicole S | A | Sep 15, 2026 | 67 | $81.07 |
| Rubio Alex | F | Aug 17, 2026 | 85 | $86.19 |
| Arnaboldi Nicole S | A | Jul 7, 2026 | 409 | $88.47 |
| CAMAREN JAMES LAWRENCE | A | Jun 15, 2026 | 273 | $86.12 |
| Arnaboldi Nicole S | A | Jun 15, 2026 | 63 | $86.12 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | $24.8B | $23.5B | $25.8B |
| Operating Income | $10.2B | $7.5B | $8.3B |
| Net Income | - | $6.9B | $6.8B |
| Op. Margin | 41.3% | 31.8% | 32.1% |
| Net Margin | - | 29.6% | 26.5% |
| Balance Sheet | |||
| Total Assets | $177.5B | $190.1B | $212.7B |
| Equity | $47.5B | $50.1B | $54.6B |
| ROE | - | 13.9% | 12.5% |
| Per Share | |||
| EPS | $3.60 | $3.37 | $3.30 |
| Cash Flow | |||
| Operating CF | $11.3B | $13.3B | $12.5B |
Source: XBRL data in NextEra Energy (NEE)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate NEE share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 67 | $84.99B |
| Q1 2026 | 69 | $89.08B |
| Q4 2025 | 66 | $74.19B |
| Q3 2025 | 68 | $79.59B |
| Q2 2025 | 67 | $65.94B |
| Q1 2025 | 64 | $51.88B |
| Q4 2024 | 61 | $38.62B |
| Q3 2024 | 58 | $23.92B |
- BlackRock+8.01M (+4%)
- JPMorgan Chase & Co+4.06M (+4%)
- Vanguard Portfolio Management LLC+1.83M (+3%)
- Ameriprise Financial+1.64M (+22%)
- Goldman Sachs Group+1.14M (+5%)
- FMR LLC (Fidelity)−4.34M (-13%)
- Franklin Resources−2.07M (-4%)
- Bank of America Corp−1.68M (-5%)
- Morgan Stanley−1.24M (-2%)
- State Street Corp−715.2K (-1%)
Source: 13F-HR filings on SEC EDGAR (aggregated from 520 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
NEE filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Oct 6, 2026 | - | - | - |
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Sep 16, 2026 | - | - | - |
| 4 | Sep 16, 2026 | - | - | - |
| 4 | Sep 16, 2026 | - | - | - |
| 8-K | Sep 14, 2026 | - | Analysis | - |
| 8-K | Sep 3, 2026 | - | Analysis | - |
| 8-K | Aug 25, 2026 | - | Analysis | - |
| 4 | Aug 18, 2026 | - | - | - |
| 8-K | Aug 11, 2026 | - | Analysis | - |
| 10-Q | Jul 24, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Jul 24, 2026 | - | Analysis | - |
| 8-K | Jul 8, 2026 | - | Analysis | - |
| 4 | Jul 8, 2026 | - | - | - |
| 8-K | Jun 22, 2026 | - | Analysis | - |
| 4 | Jun 16, 2026 | - | - | - |
| 4 | Jun 16, 2026 | - | - | - |
| 4 | Jun 16, 2026 | - | - | - |
| 8-K | Jun 15, 2026 | - | Analysis | - |
| 8-K | Jun 1, 2026 | - | Analysis | |
| 8-K | May 27, 2026 | - | Analysis | |
| 8-K | May 26, 2026 | - | Analysis | |
| 8-K | May 18, 2026 | - | Analysis | |
| 8-K | May 18, 2026 | - | - | |
| SC 13G | May 13, 2026 | - | - |
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NEE SEC filings: frequently asked questions
Which institutions hold NEE stock?
As of June 30, 2026, the largest NextEra Energy (NEE) holders among the 13F filers tracked by SignalX were BlackRock ($16.4 billion), Vanguard Capital Management LLC ($12.0 billion), State Street Corp ($10.4 billion), JPMorgan Chase & Co ($10.3 billion), Morgan Stanley ($5.6 billion). 13F-HR reports are filed up to 45 days after each quarter ends.
What was NEE's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), NextEra Energy (NEE) reported revenue of $25.8 billion (up 9.8% from FY2024) and net income of $6.8 billion. Diluted EPS was $3.30. The figures come from the XBRL data in the 10-K.
What are the main risks in NEE's latest 10-K?
In the 10-K filed February 13, 2026, NextEra Energy (NEE) flagged: Cybersecurity operational risk managed by VP CIO, VP Cybersecurity with 50+ years combined experience, reported directly to Board of Directors. Board receives ongoing updates on active cybersecurity incidents, threat landscape, and annual cyber drill results. (AI summary of the Risk Factors section.)
What did NEE report in its latest 8-K?
NextEra Energy (NEE) filed an 8-K on September 14, 2026 reporting Item 7.01 (Regulation FD Disclosure). Filing contains incorporation-by-reference exclusion for Exhibits 99.1 and 99.2.
What are the latest NEE SEC filings?
NextEra Energy (NEE) filed its latest 10-K annual report on February 13, 2026, a 10-Q quarterly report on July 24, 2026, an 8-K current report on October 6, 2026 and a Form 4 insider filing on October 5, 2026.
What is NEE's SEC CIK number?
NextEra Energy (NEE)'s SEC Central Index Key (CIK) is 753308. EDGAR lists every NEE filing under that number.
Ask anything about NEE
The research agent reads NEE's filings, financials, insider trades and 13F holders, then answers with sources.