$NEE — X 투자자들은 지금 무슨 이야기를 하나

$NEE넥스트에라 에너지 · Regulated Electric · 1593억 달러

$76.40

프리마켓+0.1%

이벤트 흐름

주요 이벤트 · 시간순

17건

2026-10-02기업호재
넥스트에라 주도 223억 달러 규모 텍사스 에너지 프로젝트, 미국·한국 정부 선정
미국과 한국이 6.47GW 가스 화력 단지인 프로젝트 스타를 선정해 NEE의 성장 파이프라인을 강화했다
2026-10-01기업
넥스트에라 CEO, 울프 컨퍼런스에서 성장 진전과 18GW 가스 사업 기회 언급
CEO가 컨퍼런스에서 연방 허브 기회와 가스 확장을 논의하며 성장 계획을 강조
첫날 +0.8%

이전 이벤트 15건

2026-09-08M&A·자금조달호재
NEE Secures Up to $1.9B DOE Loan to Restart Nuclear Plant영어 원문
DOE loan supports restart of Duane Arnold nuclear center, boosting grid reliability and meeting growing electricity demand.
첫날 +0.5% · 5일 후 -3.3%
2026-09-04기업호재
AI Data Center Demand Lifts NEE Backlog to 35.1GW영어 원문
Multiple reports confirm AI-driven power demand, strengthening NEE's long-term revenue visibility
첫날 -0.7% · 5일 후 -2.2%
2026-09-02기업호재
AI Data Center Demand Lifts NEE Backlog to 35.1 GW영어 원문
Adds 3.6 GW in Q2; in talks with 30 hubs; targets 15 GW new generation by 2035
첫날 +0.2% · 5일 후 -0.8%
2026-08-26기업
NEE Highlighted for Dividend Stability and Clean-Energy Growth영어 원문
Two independent outlets note long-term contracts and 12.6% 1-yr gain, but premium valuation
첫날 +0.0% · 5일 후 -1.3%
2026-08-13기업호재
NEE finalizes funding deal with U.S. Commerce Dept & Japan for up to 10GW gas power영어 원문
Definitive agreements unlock initial $3.3B for gas projects in Texas and Pennsylvania
첫날 +0.3% · 5일 후 -1.1%
2026-08-07애널리스트호재
AI Power Demand Spurs Utility Stock Attention; NEE Highlighted by Two Outlets영어 원문
Two independent outlets on Aug 6-7 cite AI data center power demand as tailwind for utilities with nuclear and renewable assets
첫날 +0.1% · 5일 후 +1.8%
2026-07-29 → 08-01기업호재
NextEra Raises Florida Large-Load Forecast to 8 GW영어 원문
Driven by AI data centers, raises 2032 Florida large-load demand forecast
첫날 -0.9% · 5일 후 -2.9%
전개 과정 3회
- 2026-07-29 Repurposing former uranium enrichment site into AI campus with 1.8GW data centers, 2GW gas generation, 2.6GW battery storage, expected completion by 2031.
- 2026-08-01 Driven by AI data centers, raised 2032 Florida power demand forecast, boosting data center project outlook
- 2026-08-01 Driven by AI data centers, raises 2032 Florida large-load demand forecast
2026-07-24 → 07-30실적호재
NEE Position Boosted 825.5% by Arete Wealth, AI Data Center Project Advances영어 원문
Arete Wealth increased NEE stake by 825.5%, linked to ongoing AI data center project event
첫날 +0.0% · 5일 후 -3.2%
전개 과정 8회
- 2026-07-24 Q2 adjusted profit beat Wall Street estimates, driven by renewables unit strength and increased power demand.
- 2026-07-24 Adj EPS $1.15 beat, revenue $7.53B miss, FY guidance adjusted
- 2026-07-26 Multiple sources confirm Q2 results and AI-driven backlog growth; FY guidance reaffirmed
- 2026-07-26 CEO confirms H1 adjusted EPS up 9.8% YoY in earnings call, consistent with existing AI-driven backlog narrative
- 2026-07-28 Multiple sources confirm AI data center demand driving backlog, Mizuho keeps PT $95 but notes lack of new deals
- 2026-07-29 Amundi discloses 7.7% stake reduction; AI power demand remains in focus
- 2026-07-29 Amundi's 7.7% stake reduction coincides with $100B data center project details, adding new institutional and project facts
- 2026-07-30 Arete Wealth increased NEE stake by 825.5%, linked to ongoing AI data center project event
2026-07-24 → 07-26실적호재
NextEra Energy beats Q2 profit estimates영어 원문
Q2 adj EPS +9.5% YoY, H1 +9.8%; AI-driven backlog hits 35.1 GW
첫날 +0.0% · 5일 후 -3.2%
전개 과정 3회
- 2026-07-24 Strength in renewables unit and increased power demand drove beat
- 2026-07-24 Adj EPS $1.15 beat, revenue miss, FY guidance narrowed
- 2026-07-26 Q2 adj EPS +9.5% YoY, H1 +9.8%; AI-driven backlog hits 35.1 GW
2026-07-24실적
실적 발표
첫날 +0.0% · 5일 후 -3.2%
2026-07-22실적
실적 발표
첫날 +1.7% · 5일 후 -1.1%
2026-07-17 → 07-22실적호재
NEE Gets 194% Institutional Boost and White House Rate Pledge영어 원문
Andra AP nearly triples stake; White House says NEE among utilities agreeing to higher data-center rates
첫날 -0.6% · 5일 후 +1.1%
전개 과정 4회
- 2026-07-17 Multiple independent sources confirm NEE on next week's earnings calendar, drawing market attention.
- 2026-07-20 Multiple independent sources confirm NEE in July 20-24 earnings week; consistent with prior event, no new facts
- 2026-07-21 Multiple institutions disclosed increased positions, analysts discuss earnings outlook, but no new facts, just reiteration.
- 2026-07-22 Andra AP nearly triples stake; White House says NEE among utilities agreeing to higher data-center rates
2026-06-28 → 06-29M&A·자금조달호재
NEE Pursues $67B Dominion Acquisition to Meet AI Power Demand영어 원문
AI-driven electricity demand growing ~3% annually, NEE's acquisition strategy highlighted
첫날 +0.1% · 5일 후 -0.2%
전개 과정 2회
- 2026-06-28 Deal aims to expand regulated utility network and data center power capacity
- 2026-06-29 AI-driven electricity demand growing ~3% annually, NEE's acquisition strategy highlighted
2026-06-28기타호재
Solar Beats Coal for First Time; NEE Named Top Clean Energy Dividend Stock영어 원문
May solar output surpassed coal for first time; NEE highlighted as dividend-paying utility beneficiary
첫날 +0.1% · 5일 후 -0.2%
2026-06-17애널리스트호재
Bernstein Upgrades NEE to Outperform, PT $107영어 원문
Multiple ratings today; Bernstein's Outperform with $107 PT signals positive view
첫날 -0.6% · 5일 후 +2.3%

①

강세 vs 약세

방향별 정리 · 원문 링크

호재 요인0

아직 항목이 없어요

리스크 요인0

아직 항목이 없어요

최근 2주간 X 신뢰 작성자 의견을 AI가 묶은 주장이며, 수치는 독립 작성자 수다. 언급량은 방향을 예측하지 않는다 · 투자 권유 아님

⑩

토론

첫 댓글을 남겨 보세요

서로 존중 · 의견은 작성자 본인 책임 · 투자 권유 아님

아직 댓글이 없어요.

사실과 의견을 구분해 표시 · 모든 항목 원문 확인 가능 · 본 정보는 투자 권유를 목적으로 하지 않으며, 투자 판단과 그 결과에 대한 책임은 투자자 본인에게 있습니다.

이벤트 흐름

주요 이벤트 · 시간순

17건

2026-10-02기업호재
넥스트에라 주도 223억 달러 규모 텍사스 에너지 프로젝트, 미국·한국 정부 선정
미국과 한국이 6.47GW 가스 화력 단지인 프로젝트 스타를 선정해 NEE의 성장 파이프라인을 강화했다
2026-10-01기업
넥스트에라 CEO, 울프 컨퍼런스에서 성장 진전과 18GW 가스 사업 기회 언급
CEO가 컨퍼런스에서 연방 허브 기회와 가스 확장을 논의하며 성장 계획을 강조
첫날 +0.8%
2026-09-08M&A·자금조달호재
NEE Secures Up to $1.9B DOE Loan to Restart Nuclear Plant영어 원문
DOE loan supports restart of Duane Arnold nuclear center, boosting grid reliability and meeting growing electricity demand.
첫날 +0.5% · 5일 후 -3.3%
2026-09-04기업호재
AI Data Center Demand Lifts NEE Backlog to 35.1GW영어 원문
Multiple reports confirm AI-driven power demand, strengthening NEE's long-term revenue visibility
첫날 -0.7% · 5일 후 -2.2%
2026-09-02기업호재
AI Data Center Demand Lifts NEE Backlog to 35.1 GW영어 원문
Adds 3.6 GW in Q2; in talks with 30 hubs; targets 15 GW new generation by 2035
첫날 +0.2% · 5일 후 -0.8%

이전 이벤트 12건

2026-08-26기업
NEE Highlighted for Dividend Stability and Clean-Energy Growth영어 원문
Two independent outlets note long-term contracts and 12.6% 1-yr gain, but premium valuation
첫날 +0.0% · 5일 후 -1.3%
2026-08-13기업호재
NEE finalizes funding deal with U.S. Commerce Dept & Japan for up to 10GW gas power영어 원문
Definitive agreements unlock initial $3.3B for gas projects in Texas and Pennsylvania
첫날 +0.3% · 5일 후 -1.1%
2026-08-07애널리스트호재
AI Power Demand Spurs Utility Stock Attention; NEE Highlighted by Two Outlets영어 원문
Two independent outlets on Aug 6-7 cite AI data center power demand as tailwind for utilities with nuclear and renewable assets
첫날 +0.1% · 5일 후 +1.8%
2026-07-29 → 08-01기업호재
NextEra Raises Florida Large-Load Forecast to 8 GW영어 원문
Driven by AI data centers, raises 2032 Florida large-load demand forecast
첫날 -0.9% · 5일 후 -2.9%
전개 과정 3회
- 2026-07-29 Repurposing former uranium enrichment site into AI campus with 1.8GW data centers, 2GW gas generation, 2.6GW battery storage, expected completion by 2031.
- 2026-08-01 Driven by AI data centers, raised 2032 Florida power demand forecast, boosting data center project outlook
- 2026-08-01 Driven by AI data centers, raises 2032 Florida large-load demand forecast
2026-07-24 → 07-30실적호재
NEE Position Boosted 825.5% by Arete Wealth, AI Data Center Project Advances영어 원문
Arete Wealth increased NEE stake by 825.5%, linked to ongoing AI data center project event
첫날 +0.0% · 5일 후 -3.2%
전개 과정 8회
- 2026-07-24 Q2 adjusted profit beat Wall Street estimates, driven by renewables unit strength and increased power demand.
- 2026-07-24 Adj EPS $1.15 beat, revenue $7.53B miss, FY guidance adjusted
- 2026-07-26 Multiple sources confirm Q2 results and AI-driven backlog growth; FY guidance reaffirmed
- 2026-07-26 CEO confirms H1 adjusted EPS up 9.8% YoY in earnings call, consistent with existing AI-driven backlog narrative
- 2026-07-28 Multiple sources confirm AI data center demand driving backlog, Mizuho keeps PT $95 but notes lack of new deals
- 2026-07-29 Amundi discloses 7.7% stake reduction; AI power demand remains in focus
- 2026-07-29 Amundi's 7.7% stake reduction coincides with $100B data center project details, adding new institutional and project facts
- 2026-07-30 Arete Wealth increased NEE stake by 825.5%, linked to ongoing AI data center project event
2026-07-24 → 07-26실적호재
NextEra Energy beats Q2 profit estimates영어 원문
Q2 adj EPS +9.5% YoY, H1 +9.8%; AI-driven backlog hits 35.1 GW
첫날 +0.0% · 5일 후 -3.2%
전개 과정 3회
- 2026-07-24 Strength in renewables unit and increased power demand drove beat
- 2026-07-24 Adj EPS $1.15 beat, revenue miss, FY guidance narrowed
- 2026-07-26 Q2 adj EPS +9.5% YoY, H1 +9.8%; AI-driven backlog hits 35.1 GW
2026-07-24실적
실적 발표
첫날 +0.0% · 5일 후 -3.2%
2026-07-22실적
실적 발표
첫날 +1.7% · 5일 후 -1.1%
2026-07-17 → 07-22실적호재
NEE Gets 194% Institutional Boost and White House Rate Pledge영어 원문
Andra AP nearly triples stake; White House says NEE among utilities agreeing to higher data-center rates
첫날 -0.6% · 5일 후 +1.1%
전개 과정 4회
- 2026-07-17 Multiple independent sources confirm NEE on next week's earnings calendar, drawing market attention.
- 2026-07-20 Multiple independent sources confirm NEE in July 20-24 earnings week; consistent with prior event, no new facts
- 2026-07-21 Multiple institutions disclosed increased positions, analysts discuss earnings outlook, but no new facts, just reiteration.
- 2026-07-22 Andra AP nearly triples stake; White House says NEE among utilities agreeing to higher data-center rates
2026-06-28 → 06-29M&A·자금조달호재
NEE Pursues $67B Dominion Acquisition to Meet AI Power Demand영어 원문
AI-driven electricity demand growing ~3% annually, NEE's acquisition strategy highlighted
첫날 +0.1% · 5일 후 -0.2%
전개 과정 2회
- 2026-06-28 Deal aims to expand regulated utility network and data center power capacity
- 2026-06-29 AI-driven electricity demand growing ~3% annually, NEE's acquisition strategy highlighted
2026-06-28기타호재
Solar Beats Coal for First Time; NEE Named Top Clean Energy Dividend Stock영어 원문
May solar output surpassed coal for first time; NEE highlighted as dividend-paying utility beneficiary
첫날 +0.1% · 5일 후 -0.2%
2026-06-17애널리스트호재
Bernstein Upgrades NEE to Outperform, PT $107영어 원문
Multiple ratings today; Bernstein's Outperform with $107 PT signals positive view
첫날 -0.6% · 5일 후 +2.3%

$NEE (넥스트에라 에너지) — X 투자자 토론

5팩터 평가: 최상위 등급 (섹터 내 백분위 89.2)

$NEE 종목을 가장 많이 언급한 신뢰 작성자

$NEE 종목이 등장한 최근 헤드라인

$NEE (넥스트에라 에너지) — X 투자자 토론

5팩터 평가: 최상위 등급 (섹터 내 백분위 89.2)

$NEE 종목을 가장 많이 언급한 신뢰 작성자

$NEE 종목이 등장한 최근 헤드라인

넥스트에라 주도 223억 달러 규모 텍사스 에너지 프로젝트, 미국·한국 정부 선정

넥스트에라 CEO, 울프 컨퍼런스에서 성장 진전과 18GW 가스 사업 기회 언급

NEE Secures Up to $1.9B DOE Loan to Restart Nuclear Plant영어 원문

AI Data Center Demand Lifts NEE Backlog to 35.1GW영어 원문

AI Data Center Demand Lifts NEE Backlog to 35.1 GW영어 원문

NEE Highlighted for Dividend Stability and Clean-Energy Growth영어 원문

NEE finalizes funding deal with U.S. Commerce Dept & Japan for up to 10GW gas power영어 원문

AI Power Demand Spurs Utility Stock Attention; NEE Highlighted by Two Outlets영어 원문

NextEra Raises Florida Large-Load Forecast to 8 GW영어 원문

NEE Position Boosted 825.5% by Arete Wealth, AI Data Center Project Advances영어 원문

NextEra Energy beats Q2 profit estimates영어 원문

실적 발표

실적 발표

NEE Gets 194% Institutional Boost and White House Rate Pledge영어 원문

NEE Pursues $67B Dominion Acquisition to Meet AI Power Demand영어 원문

Solar Beats Coal for First Time; NEE Named Top Clean Energy Dividend Stock영어 원문

Bernstein Upgrades NEE to Outperform, PT $107영어 원문

강세 vs 약세

토론

넥스트에라 주도 223억 달러 규모 텍사스 에너지 프로젝트, 미국·한국 정부 선정

넥스트에라 CEO, 울프 컨퍼런스에서 성장 진전과 18GW 가스 사업 기회 언급

NEE Secures Up to $1.9B DOE Loan to Restart Nuclear Plant영어 원문

AI Data Center Demand Lifts NEE Backlog to 35.1GW영어 원문

AI Data Center Demand Lifts NEE Backlog to 35.1 GW영어 원문

NEE Highlighted for Dividend Stability and Clean-Energy Growth영어 원문

NEE finalizes funding deal with U.S. Commerce Dept & Japan for up to 10GW gas power영어 원문

AI Power Demand Spurs Utility Stock Attention; NEE Highlighted by Two Outlets영어 원문

NextEra Raises Florida Large-Load Forecast to 8 GW영어 원문

NEE Position Boosted 825.5% by Arete Wealth, AI Data Center Project Advances영어 원문

NextEra Energy beats Q2 profit estimates영어 원문

실적 발표

실적 발표

NEE Gets 194% Institutional Boost and White House Rate Pledge영어 원문

NEE Pursues $67B Dominion Acquisition to Meet AI Power Demand영어 원문

Solar Beats Coal for First Time; NEE Named Top Clean Energy Dividend Stock영어 원문

Bernstein Upgrades NEE to Outperform, PT $107영어 원문