NextEra Energy
Largest U.S. utility by market cap — tracks clean energy capacity buildout against rising load.
$94.5
Trend YoY growth is +8.1%, accelerating by 5 bps/month over the last 5Y. Deviations have remained above trend for 106 consecutive periods. Latest: +45.8%, 37.7 pp above trend, a 2.1σ deviation. The latest YoY reading is depressed by 1.1 pp due to an tough comparison base from Apr 9.
Level
YoY %
y = 4.9% + 5 bps/mo · t
Deviation from trend
Forecast
Rolling 1Y trend forecast
| Forecast made in | May '25 | Jun '25 | Jul '25 | Aug '25 | Sep '25 | Oct '25 | Nov '25 | Dec '25 | Jan '26 | Feb '26 | Mar '26 | Apr '26 | May '26 | Jun '26 | Jul '26 | Aug '26 | Sep '26 | Oct '26 | Nov '26 | Dec '26 | Jan '27 | Feb '27 | Mar '27 | Apr '27 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| May '25 | +24.9% | +25.5% | +26.0% | +26.6% | +27.2% | +27.8% | +28.4% | +28.9% | +29.5% | +30.1% | +30.6% | +31.2% | +31.8% | +32.4% | +32.9% | +33.5% | +34.1% | +34.7% | +35.2% | +35.8% | +36.4% | +37.0% | +37.5% | +38.1% |
| Jun '25 | +14.5% | +13.5% | +12.4% | +11.3% | +10.2% | +9.1% | +8.0% | +6.9% | +5.8% | +4.8% | +3.7% | +2.6% | +1.5% | +0.5% | -0.7% | -1.8% | -2.8% | -3.9% | -5.0% | -6.1% | -7.2% | -8.2% | -9.3% | |
| Jul '25 | +6.1% | +3.5% | +0.9% | -1.7% | -4.3% | -6.8% | -9.4% | -12.1% | -14.4% | -17.1% | -19.6% | -22.2% | -24.7% | -27.4% | -30.0% | -32.5% | -35.1% | -37.7% | -40.3% | -42.9% | -45.3% | -47.9% | ||
| Aug '25 | -3.0% | -7.2% | -11.3% | -15.5% | -19.5% | -23.7% | -27.9% | -31.7% | -35.9% | -39.9% | -44.1% | -48.2% | -52.3% | -56.5% | -60.6% | -64.8% | -68.8% | -73.0% | -77.2% | -81.0% | -85.2% | |||
| Sep '25 | -10.4% | -15.4% | -20.4% | -25.4% | -30.4% | -35.5% | -40.1% | -45.2% | -50.1% | -55.2% | -60.1% | -65.2% | -70.3% | -75.2% | -80.3% | -85.2% | -90.3% | -95.4% | -100.0% | -105.0% | ||||
| Oct '25 | -13.3% | -18.1% | -22.7% | -27.6% | -32.4% | -36.8% | -41.6% | -46.3% | -51.1% | -55.8% | -60.6% | -65.4% | -70.1% | -74.9% | -79.6% | -84.4% | -89.2% | -93.6% | -98.4% | |||||
| Nov '25 | -9.0% | -12.3% | -15.7% | -19.1% | -22.2% | -25.6% | -28.9% | -32.3% | -35.6% | -39.0% | -42.4% | -45.7% | -49.1% | -52.4% | -55.8% | -59.2% | -62.2% | -65.6% | ||||||
| Dec '25 | -3.5% | -5.6% | -7.6% | -9.5% | -11.6% | -13.7% | -15.7% | -17.8% | -19.9% | -22.0% | -24.0% | -26.1% | -28.1% | -30.2% | -32.3% | -34.2% | -36.3% | |||||||
| Jan '26 | +1.2% | +0.0% | -1.1% | -2.3% | -3.4% | -4.6% | -5.7% | -6.9% | -8.1% | -9.2% | -10.4% | -11.6% | -12.8% | -13.9% | -15.0% | -16.2% | ||||||||
| Feb '26 | +9.3% | +9.5% | +9.8% | +10.0% | +10.2% | +10.4% | +10.7% | +10.9% | +11.1% | +11.4% | +11.6% | +11.8% | +12.1% | +12.3% | +12.5% | |||||||||
| Mar '26 | +20.1% | +22.2% | +24.2% | +26.2% | +28.2% | +30.3% | +32.4% | +34.3% | +36.4% | +38.4% | +40.4% | +42.5% | +44.4% | +46.4% | ||||||||||
| Apr '26 | +30.5% | +34.1% | +37.7% | +41.2% | +44.9% | +48.5% | +52.1% | +55.7% | +59.3% | +62.9% | +66.6% | +69.9% | +73.5% |