{"podcast":{"title":"Charged Alpha Stock Encyclopedia","slug":"charged-alpha-stock-encyclopedia-7819792","podcast_index_feed_id":7819792,"rss_url":"https://feed.podbean.com/chargedalpha/feed.xml","website_url":"https://chargedalpha.podbean.com","image_url":"https://pbcdn1.podbean.com/imglogo/image-logo/22241603/charged_alpha_logo_2048.png","author":"Colton Thomas","episode_count":1630,"summary":"Charged Alpha reviews earnings for each stock in the Russel 1000 every quarter. Each podcast gives thorough analysis, along with an in-depth profile in the beginning of the episode of the company, what they do, how they earn money and what to look for.","last_synced_at":"2026-09-04T06:17:14.359815+00:00","page_url":"https://stenobird.com/podcast/charged-alpha-stock-encyclopedia-7819792"},"episode":{"title":"NextEra Energy Stock: It Beat Earnings and Is Buying Dominion — So Why We Say HOLD (NEE Q2 2026)","slug":"nextera-energy-stock-it-beat-earnings-and-is-buying-dominion-so-why-we-say-hold-nee-q2-2026","published_at":"2026-07-24T19:06:07+00:00","page_url":"https://stenobird.com/podcast/charged-alpha-stock-encyclopedia-7819792/nextera-energy-stock-it-beat-earnings-and-is-buying-dominion-so-why-we-say-hold-nee-q2-2026","show_page_url":"https://stenobird.com/podcast/charged-alpha-stock-encyclopedia-7819792","url":"https://chargedalpha.podbean.com/e/nextera-energy-stock-it-beat-earnings-and-is-buying-dominion-%e2%80%94-so-why-we-say-hold-nee-q2-2026/","audio_url":"https://mcdn.podbean.com/mf/web/onzmfegi9jtujpug/audio_f.mp3","summary":"NextEra Energy (NEE) Q2 2026 — NextEra Energy (NEE), the largest U.S. electric utility and the world's biggest generator of wind and solar, reported a solid Q2 2026 on July 24: adjusted EPS of $1.15 beat the ~$1.10 estimate (+9.5% YoY), though revenue of $7.53B missed the ~$8.0B consensus. Florida Power & Light earned $1.41B ($0.67/sh) as its regulated rate base grew 9.3%; NextEra Energy Resources earned $1.29B adjusted ($0.62/sh) and signed another 3.6 GW of renewables/storage (incl. 2 GW batteries), lifting its backlog to ~35 GW. Management reaffirmed FY2026 adjusted EPS of $3.92-$4.02 (targeting the top end) and >8%/yr long-range EPS growth through 2032 — but slowed dividend growth to ~6% (from ~10%) to help fund the pending, transformational Dominion Energy merger. The stock (~$89, roughly flat on the print) trades at ~22x forward earnings, a premium to peers. Our blended P/E + dividend-discount fair value lands near $90 — essentially the price. Our call: HOLD, 3/5 — a notch below the Street's ~$99 Buy. NextEra Energy is the bluest of blue-chip utilities — the largest electric utility in America and the world's number-one generator of wind and solar, built on two engines: Florida Power & Light, the gold-standard regulated utility serving ~12M Floridians, and NextEra Energy Resources, the world's leading clean-power developer. Q2 2026 (reported July 24) was a solid quarter: adjusted EPS of $1.15 beat the ~$1.10 estimate (+9.5% YoY) and GAAP EPS was $1.50, though revenue of $7.53B came in light versus the ~$8.0B consensus. FPL earned $1.41B ($0.67/sh) on 9.3% rate-base growth; Resources earned $1.29B adjusted ($0.62/sh) and added 3.6 GW to its renewables/storage backlog (incl. 2 GW of batteries), pushing the pipeline to ~35 GW. Management reaffirmed FY2026…","meta_description":"NextEra Energy (NEE) Q2 2026 — NextEra Energy (NEE), the largest U.S. electric utility and the world's biggest generator of wind and solar, reported a sol…","key_points":[],"chapters":[],"topics":[],"duration_seconds":858,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/charged-alpha-stock-encyclopedia-7819792/episodes/nextera-energy-stock-it-beat-earnings-and-is-buying-dominion-so-why-we-say-hold-nee-q2-2026/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/charged-alpha-stock-encyclopedia-7819792/nextera-energy-stock-it-beat-earnings-and-is-buying-dominion-so-why-we-say-hold-nee-q2-2026.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}