The AI Boom Has a Power Problem. These 3 Utilities Are Getting Paid to Solve It.

US data center demand has outrun the grid's ability to add generation, and the power buyers know it. PJM's most recent Base Residual Auction for the 2028/2029 delivery year cleared at $325.

24/7 Wall Street • 19 hours ago

NextEra Energy: A Premium Worth Paying For

NextEra Energy blends a robust Florida regulated utility with a national energy infrastructure developer, capitalizing on rising electricity demand and data center growth. NEE's Q2 adjusted EPS grew 9.5%, supported by infrastructure investment, a 35.1 GW renewables backlog, and a 20.44x FWD P/E premium justified by sector-leading margins. Management maintains FY2026 adjusted EPS guidance of $3.92-$4.02 and targets ~6% annual dividend growth from 2026 through 2028, underpinned by disciplined reinvestment.

Seeking Alpha • Sep 16, 2026

2 Closed-End Fund Buys In The Month Of August 2026

Every month I add to positions in my closed-end fund portfolio, which helps to compound my distribution growth over the long term. While markets are tapping new all-time highs or close to it, I let my cash pile build, which has been the case for a handful of months now. With that, I still added to two positions, which are long-time positions of mine where I feel they are differentiated and discounted enough to be appealing currently.

Seeking Alpha • Sep 15, 2026

NextEra Energy, Dominion Energy Propose Expanded State Benefits to Support Merger

NextEra Energy and Dominion Energy have proposed an expanded state benefits package to regulators as they look to secure approval for their $67 billion merger.

WSJ • Sep 14, 2026

Dominion, NextEra propose $1 bln-a-year Virginia supplier program

Dominion Energy and NextEra Energy on Monday said they would establish a Virginia ​supplier program worth up to $1 billion annually ‌for five years if their proposed merger is approved.

Reuters • Sep 14, 2026

SO vs. NEE: Which Dividend Stock Actually Wins for Retirement Income in 2026?

Southern Company and NextEra Energy both promise reliable retirement income, but one delivers more cash today while the other builds a far larger stream over time.

24/7 Wall Street • Sep 14, 2026

NextEra Energy and Dominion Energy announce transformational Virginia benefits package that puts customers first and positions the Commonwealth as a global energy leader

JUNO BEACH, Fla. & RICHMOND, Va.--(BUSINESS WIRE)--In direct response to feedback from policymakers and other stakeholders, NextEra Energy, Inc. (NYSE: NEE) and Dominion Energy, Inc. (NYSE: D) today announced a transformational Virginia benefits package as part of their proposed combination, designed to put customers first while positioning the Commonwealth as a global energy leader with long-term bill relief for residential customers, long-term affordability benefits, data center cost protecti.

Business Wire • Sep 14, 2026

NextEra Energy to meet with investors throughout September and in early October

JUNO BEACH, Fla., Sept. 14, 2026 /PRNewswire/ -- NextEra Energy, Inc. (NYSE: NEE) today announced that members of its senior management team will participate in various investor meetings throughout September and in early October to discuss, among other things, long-term growth-rate expectations for NextEra Energy and the combined company following the proposed combination with Dominion Energy (NYSE: D).

PRNewsWire • Sep 14, 2026

NEE Stock Trades at a Premium Valuation: Buy, Hold or Stay Away?

NextEra Energy's renewable backlog, Florida demand and earnings growth support steady performance, but its premium valuation may warrant patience.

Zacks Investment Research • Sep 11, 2026

Wynson Securities Limited Announces Continued Progress on NextEra Energy and Dominion Energy Combination

Proposed combination would create one of the largest U.S. electric utility platforms, serving approximately 10 million customer accounts across four high-growth states Proposed combination would create one of the largest U.S. electric utility platforms, serving approximately 10 million customer accounts across four high-growth states

GlobeNewsWire • Sep 11, 2026