NEE NextEra Energy, Inc.
XNYS
82.06
Delayed
Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Expected move IV rank history Fibonacci levels Insider trading
Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.
NEE
$82.06
—
Key stats
$82.06
- 52-Week Range
- $74.41 – $98.75
- YTD
- +1.39%
- IV Rank (30D)
- 35.14
- Straddle Price
- $4.17
- P/C Vol Ratio
- 1.76
- Market Cap
- $172.2B
- Open
- $81.80
- Day Range
- $81.33 – $82.47
- Volume
- 11,736,067
- Prev Close
- $81.90
Fair Value
MODEL: NEUTRAL
A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.
- DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
- Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
- DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 2% and dividend payments are stable — below that the dividend is a token payout and Gordon (which values only the dividend stream) systematically underprices growth names, so those route to DCF + comparables + market anchor instead.
- P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
- Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
- Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
- Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
- Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
| 10-yr Treasury (rf) | 5.12% |
| Beta vs SPY | 0.69 |
| Cost of Equity (CAPM) | 8.59% (VRP-adj) |
| WACC | 7.37% |
| Volatility Risk Premium | +9.4pp (IV − HV30) |
| Effective Tax Rate | 21.0% |
| Rev. Growth (YoY, DCF input) | -5.4% |
| DCF Horizon | 10 years explicit + fade |
| Free Cash Flow (TTM) | $3.6B |
| Return on Equity (TTM) | 16.3% |
| Book / Price | 39.9% — banking bias active (P/B is primary) |
| Gross Margin (TTM) | 81.5% |
| FCF Margin (TTM) | 12.5% |
| Debt / Equity | 1.45 |
| Quality Score | 3/6 — normal (10y DCF) |
| Market-Implied Growth | +23.5% (reverse-DCF on current price) |
| SMA 50 | $80.68 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $77.67 |
| Bollinger Width / SMA20 | 10.1% (drives anchor stability) |
| Net Debt | $95.9B |
| Market Cap | $170B |
Peers used for multiples: AEP, CEG, D, DUK, ETR, SO, XEL
(filtered from 8 ETF-co-members; sector bias active)
60-Day Conviction
13%
20-Day Fair Value
≈ by Nov 23, 2026
$83.24
α +1.4%
rank 15%
conviction
76%
40-Day Fair Value
≈ by Dec 22, 2026
$83.43
α +1.6%
rank 15%
conviction
52%
60-Day Fair Value
≈ by Jan 20, 2027
$81.84
α -0.3%
rank 15%
conviction
13%
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | $-24.05 | 0% | |
| DDM (Gordon) | $20.66 | 16% | |
| Peer P/E | $98.26 | 9% | median 22.1× · 7 peers |
| Peer EV/EBITDA | $53.06 | 9% | median 13.7× · 7 peers |
| Peer P/B | $70.65 | 2% | median 2.2× · 7 peers |
| Peer P/S | $42.33 | 6% | median 3.1× · 7 peers |
| Market Anchor (SMA50) | $80.68 | 39% | stability 99% (BB-width) |
| Options Expected (B-L 30d) | $81.57 | 20% | 31 strikes · skew -1.23 |
As of 2026-10-23 · updated
Related
About
- Industry (SIC)
- ELECTRIC SERVICES (4911) · industry map
- Exchange
- XNYS
- Market Cap
- $172.2B
- Employees
- 17,400
- List Date
- 1972-06-30
- CIK
- 0000753308
- Headquarters
- Juno Beach, FL
- Homepage
- https://www.nexteraenergy.com
NextEra Energy's regulated utility, Florida Power & Light, is the largest rate-regulated utility in Florida. The utility distributes power to over 6 million customer accounts in Florida and owns 36 gigawatts of generation. FP&L contributes roughly 70% of NextEra's consolidated operating earnings. NextEra Energy Resources, the renewable energy segment, generates and sells power throughout the United States and Canada with nearly 40 GW of generation capacity, including natural gas, nuclear, wind, and solar.
Summary
—
composite
—
No summary data available for this symbol yet.
Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.
Chart
Seasonality
| Month | '21 | '22 | '23 | '24 | '25 | '26 | Avg |
|---|---|---|---|---|---|---|---|
| Jan | 8.96% | -14.77% | -10.97% | -4.78% | -0.07% | 8.61% | -2.17% |
| Feb | -10.06% | 1.35% | -4.32% | -7.63% | -1.24% | 8.62% | -2.21% |
| Mar | -0.40% | 9.39% | 10.32% | 15.76% | -1.02% | 0.18% | 5.71% |
| Apr | 2.30% | -17.14% | -0.05% | 5.66% | -5.70% | 5.42% | -1.59% |
| May | -4.54% | 8.33% | -4.35% | 16.63% | 6.95% | -10.25% | 2.13% |
| Jun | 1.61% | 1.69% | 1.70% | -8.88% | -1.04% | 4.91% | -0.00% |
| Jul | 5.00% | 4.88% | -1.45% | 9.28% | -2.74% | 0.53% | 2.58% |
| Aug | 6.57% | -0.29% | -7.44% | 2.70% | 2.34% | -4.86% | -0.16% |
| Sep | -7.99% | -9.10% | -14.33% | 5.76% | 3.91% | -8.67% | -5.07% |
| Oct | 7.73% | -4.54% | 11.79% | -7.06% | 3.47% | 7.53%* | 3.15% |
| Nov | 1.39% | 8.99% | 0.14% | 1.71% | 5.51% | -- | 3.55% |
| Dec | 6.28% | -1.45% | 2.65% | -6.98% | -5.16% | -- | -0.93% |
| Total | 15.76% | -15.93% | -17.95% | 19.32% | 4.40% | 10.19% | 2.63% |
Technical Indicators
Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.
Trend Indicators
- SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
- EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
- MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
- ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
- +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
- RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
- Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
- Williams %R — inverted scale: <−80 oversold, >−20 overbought.
Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.
Volume & Volatility
- Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
- OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
- Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
- ATR / True Range — average daily $ move; sizing and stop-loss reference.
- HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.
Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →
Trend Indicators
SMA 20: $77.97
SMA 50: $80.60
SMA 200: $87.28
Current: $82.10
EMA 12: $79.36
EMA 26: $79.23
MACD: 0.1260 | Signal: 0.6817
BEARISH
ADX (14): 28.27
TREND
+DI: 27.70
−DI: 15.00
Momentum Oscillators
RSI (14): 62.75
NEUTRAL
Stoch %K: 81.30
Stoch %D: 73.87
Williams %R: -6.11
Volume & Volatility
BB Upper: $81.49
BB Lower: $74.45
OVERBOUGHT
OBV: 168,430,385
Vol SMA 20: 12,766,424
Vol ROC: 77.37%
ATR: $1.55
True Range: $1.14
HV 20: 21.6%
HV 30: 22.0%
HV 60: 18.1%
Data Summary
Data Points: 500
Last Updated:
Date Range: 2024-10-25T00:00:00 – 2026-10-23T00:00:00
AI Analysis
LLM Stock Analysis Report
Executive Summary
Overall assessment: NEUTRAL with confidence level (6/10)
Key drivers: Low volatility, positive news sentiment, moderate momentum signals
Primary risks: Diverging technical and news signals, potential earnings misses
Investment thesis: NEE's low volatility profile, combined with positive news sentiment and moderate momentum signals, suggests a relatively stable stock price in the near term. However, the risk of diverging signals and potential earnings misses remains.
Recent news sentiment impact: Positive news headlines have contributed to the overall neutral assessment, as they highlight the company's growth prospects and stability.
Technical Analysis
Trend Direction: Short-term (1-4 weeks): Neutral; Medium-term (1-3 months): Bullish; Long-term (3-12 months): Bullish
Support/Resistance Levels: Key price levels from moving averages: SMA 20 ($84.45), SMA 50 ($86.55), and SMA 200 ($87.81)
Momentum Signals:
- RSI interpretation: Neutral (40.16)
- MACD signal: Bearish (-1.02 / Signal: -0.00 / Histogram: -1.02)
- Bollinger Bands position: Neutral
News & Sentiment Analysis
Recent Headlines Summary: Key themes from last 10 news articles:
- Positive sentiment: NextEra Energy's growth prospects, stability, and AI-driven data center growth
- Neutral sentiment: Market commentary, routine announcements
- No negative headlines
Sentiment Assessment: Aggregate news sentiment: POSITIVE (65%)
Catalyst Identification: Upcoming events: Earnings date not available; Product launches: None mentioned
Risk & Volatility Assessment
Beta Interpretation: Low risk relative to market (beta 0.18)
Volatility Regime: Current volatility levels are low compared to historical averages
Options Market Signals:
- IV rank: 13.1% (Low)
- Put/call ratios: 0.46 (Bullish sentiment)
- Unusual activity: None mentioned
Market Context & Positioning
Sector Performance: NEE's performance is relatively strong within the sector (Utilities)
Institutional Activity: Volume patterns suggest institutional interest in the stock
Correlation Analysis: How stock moves relative to market (R-squared interpretation): Low correlation (0.11) - stock moves less than market
Key Levels & Action Items
Critical Price Levels: Support/resistance levels: SMA 20 ($84.45), SMA 50 ($86.55), and SMA 200 ($87.81)
Breakout/Breakdown Levels: Technical levels that could trigger significant moves: $83.25 (current price) and $80.00 (lower Bollinger Band)
Time-Sensitive Catalysts: Earnings date not available; Product launches: None mentioned
Risk Management: Stop-loss levels and position sizing considerations: N/A due to low volatility
Generated
News
All NEE news →
Fee-based federal hubs let NextEra capture data center demand without loading its balance sheet with capital.
Bloomberg's Mark Chediak joins Dani Burger on "Bloomberg Deals." Virginia Governor Abigail Spanberger won’t support NextEra Energy’s $67 billion Dominion Energy takeover without a six-year freeze on residential power rates, raising the bar for a utility mega-deal that’s facing…
CEO Ketchum discusses 9.7% EPS growth and $20B data center pipeline.
Showing 1–10 of 30
Page 1 of 3
Earnings History
18 of 23 under expected move
Avg Expected Move
3.91%
Avg Actual Move
1.91%
| Earnings Date | Timing | Expected Move | Actual Move | Ratio | Outcome |
|---|---|---|---|---|---|
| 2021-01-26 | After-Close | 5.81% | 5.91% | 1.02x | Exceeded |
| 2021-04-21 | After-Close | 5.04% | 0.45% | 0.09x | Within |
| 2021-07-23 | After-Close | 4.27% | 0.38% | 0.09x | Within |
| 2021-10-20 | After-Close | 4.33% | 0.13% | 0.03x | Within |
| 2022-01-25 | After-Close | 6.66% | 3.28% | 0.49x | Within |
| 2022-04-21 | After-Close | 6.47% | 2.93% | 0.45x | Within |
| 2022-07-22 | After-Close | 5.86% | 0.91% | 0.16x | Within |
| 2022-10-28 | After-Close | 5.76% | 1.94% | 0.34x | Within |
| 2023-01-25 | After-Close | 5.82% | 0.25% | 0.04x | Within |
| 2023-04-25 | After-Close | 4.77% | 4.82% | 1.01x | Exceeded |
| 2023-07-25 | After-Close | 4.77% | 1.42% | 0.30x | Within |
| 2023-10-24 | After-Close | 2.63% | 2.43% | 0.92x | Within |
| 2024-01-25 | After-Close | 1.67% | 0.86% | 0.51x | Within |
| 2024-04-23 | After-Close | 2.19% | 0.54% | 0.25x | Within |
| 2024-07-24 | After-Close | 2.39% | 2.61% | 1.09x | Exceeded |
| 2024-10-23 | After-Close | 1.57% | 2.53% | 1.61x | Exceeded |
| 2025-04-23 | After-Close | 2.01% | 1.37% | 0.68x | Within |
| 2025-07-23 | Pre-Market | 3.91% | 6.09% | 1.56x | Exceeded |
| 2025-10-28 | Pre-Market | 4.24% | 2.86% | 0.67x | Within |
| 2026-01-27 | After-Close | 2.04% | 0.48% | 0.24x | Within |
| 2026-04-23 | After-Close | 1.58% | 1.01% | 0.64x | Within |
| 2026-07-24 | Pre-Market | 2.90% | 0.01% | 0.00x | Within |
| 2026-10-21 | Pre-Market | 3.30% | 0.74% | 0.22x | Within |
Earnings calendar: this week’s reports with expected vs actual moves →
NEE Options Activity & IV Rank
NEE IV rank history, 52-week IV rank and IV percentile →
Volatility Metrics
Current IV: 23.3%
7-DTE IV: 23.7%
Expected Move: $4.17
7-DTE Move: $2.17
Days to Exp: 28 (2026-11-20)
Options Flow
Call Volume: 2,248
Put Volume: 3,947
P/C Volume: 1.756
BEARISH
Call OI: 27,991
Put OI: 53,310
P/C OI: 1.905
Total OI: 81,301
ATM Options Pricing
ATM Call: $2.23
ATM Put: $1.94
Call %: 2.7%
Put %: 2.4%
Chain Summary
Chain Volume: 31,650
Chain OI: 529,758
Last Updated: 10/23/2026
Spread Scanner GPU
Each spread is ranked by a composite score built in three stages. Full documentation →
Stage 1 — Base Score (GPU scanner)
score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.
Stage 2 — Skew Adjustment (±25% cap)
RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.
Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
- RSI <40 bullish / >60 bearish
- MACD crossover + histogram trend
- Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
- Stochastic %K <20 / >80
- Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
- Blended ATR + straddle expected-move penalty
- Bollinger Band signal (+ counter-trend penalty)
- BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
- IV rank ≥ 75 → strong boost for credit spreads
- IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
- Min open interest across all legs
- OI < 100 → −0.10 · OI < 500 → −0.05
score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →
Enter a ticker to scan for optimal spread opportunities.
Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.
Dealer Positioning
TYPICAL γ
Estimated net dealer gamma is at the 37th percentile of this name's own daily history, within its typical range. This describes current positioning; it is not a forecast or a trading signal.
Gamma percentile
37%
vs own history
GEX tilt
+0.15
OI-weighted, today
Vanna tilt
+0.53
δ-sensitivity to IV
Charm tilt
-0.47
δ-decay vs time
Vanna tilt +0.53: the estimated dealer exposure leans positive, so the modeled hedge would shift noticeably if implied volatility changed.
Charm tilt -0.47: the estimated dealer exposure leans negative, so the modeled hedge would shift noticeably as time passes and options approach expiry.
? What is this?
· 204 ATM contracts, 236k total OI
Net dealer gamma is an estimate of the aggregate gamma held by options market makers across this name's option chain, weighted by open interest. Dealer positions aren't public, so it uses a standard simplifying assumption: dealers are treated as long the calls and short the puts that are open. Actual dealer books can differ.
Gamma percentile ranks today's estimate against this name's own daily history, from 0% (the lowest reading on record) to 100% (the highest). Raw gamma scales with how much open interest a chain carries, so it isn't comparable across names; the percentile is. The badge marks the bottom 20% as low and the top 20% as high.
Tilts run from −1 to +1 and show how lopsided the estimated dealer exposure is. GEX tilt compares call gamma with put gamma. Vanna tilt describes how the hedge would shift if implied volatility changed, and charm tilt how it would shift with the passage of time.
This card describes estimated positioning and where it sits historically. It is not a forecast of price direction or volatility and not a trading signal. Market-wide view: Dealer positioning screener.
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Wing vs ATM
IV(put wing) − IV(ATM), in vol pointsHow much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.
- Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
- Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
- Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
- Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each sideWhich side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.
- Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
- Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
- Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
- Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together
Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:
- High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
- Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
- Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d
3%
-0.6
pts
EXTREME
as of Oct 23 · ATM 27.8% / Wing 27.2%
30 DTE / 10d
24%
+3.5
pts
EXTREME
as of Oct 23 · ATM 23.1% / Wing 26.6%
Extreme reading.
Historically these have been contrarian — on the small set of observed earnings-day cases, large negative wing-vs-ATM gaps (calls pricing much richer than puts at the same delta) preceded sharp drops in the underlying within 1-12 days. Not financial advice and the dataset is small.
Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.
Volatility Surface
Enter a ticker to render the implied volatility surface.
Volatility Smile
Enter a ticker to render the implied volatility smile.
IV Rank (7 DTE)25.9MediumOct 23
IV Rank (30 DTE)35.1MediumOct 23
Straddle Price (30 DTE)$4.17Oct 23
Beta Analysis
Risk Metrics
Beta: 0.1245
Alpha: -0.80%
Correlation: 0.0748
R-Squared: 0.6%
Stock Volatility: 21.2%
Market Volatility: 12.7%
Analysis Details
Benchmark: SPY
Data Points: 251
Period: 252 trading days
Data Points: 251
Period: 252 trading days
Interpretation:
Low volatility - stock moves less than market
Low volatility - stock moves less than market
Beta & Alpha Over Time
NEE Institutional Ownership (13F)
Latest filings — 2026-09-30
? 13F Guide
Diluted shares outstanding: 2,093,300,000 (as of 2026-09-30)
Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.
- Shares — long equity positions in this name, aggregated across share classes.
- Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
- % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
- Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.
Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.
53 filers$2.18B notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Jane Street Group, LLC Custodian | $542.47M | 24.89% | 2026-06-30 |
| 2 | Susquehanna International Group, LLP Custodian | $294.36M | 13.50% | 2026-06-30 |
| 3 | Citadel Advisors LLC Custodian | $235.79M | 10.82% | 2026-06-30 |
| 4 | Wells Fargo & Company Custodian | $193.52M | 8.88% | 2026-06-30 |
| 5 | IMC-Chicago, LLC Custodian | $120.16M | 5.51% | 2026-06-30 |
| 6 | D. E. Shaw & Co., Inc. Custodian | $60.86M | 2.79% | 2026-06-30 |
| 7 | Wolverine Trading, LLC Custodian | $60.56M | 2.78% | 2025-09-30 |
| 8 | UBS Group AG Custodian | $57.29M | 2.63% | 2026-06-30 |
| 9 | National Bank of Canada Custodian | $57.05M | 2.62% | 2026-06-30 |
| 10 | Walleye Trading LLC | $53.86M | 2.47% | 2026-06-30 |
| 11 | PEAK6 LLC | $48.46M | 2.22% | 2026-06-30 |
| 12 | Simplex Trading, LLC Custodian | $42.23M | 1.94% | 2026-06-30 |
| 13 | Barclays PLC Custodian | $40.15M | 1.84% | 2026-06-30 |
| 14 | GROUP ONE TRADING LLC Custodian | $38.67M | 1.77% | 2026-06-30 |
| 15 | JPMorgan Chase & Co Custodian | $29.75M | 1.36% | 2026-06-30 |
| 16 | Citigroup Inc. Custodian | $28.44M | 1.30% | 2026-06-30 |
| 17 | Royal Bank of Canada Custodian | $26.33M | 1.21% | 2026-06-30 |
| 18 | Allianz Asset Management GmbH | $23.13M | 1.06% | 2026-06-30 |
| 19 | JONES ROAD CAPITAL MANAGEMENT, L.P. | $21.49M | 0.99% | 2026-06-30 |
| 20 | Qube Research & Technologies Ltd | $18.04M | 0.83% | 2026-06-30 |
| 21 | Millennium Management LLC Custodian | $17.48M | 0.80% | 2026-06-30 |
| 22 | Squarepoint Ops LLC | $16.04M | 0.74% | 2026-06-30 |
| 23 | BNP Paribas Financial Markets Custodian | $14.13M | 0.65% | 2026-06-30 |
| 24 | Balyasny Asset Management L.P. | $13.98M | 0.64% | 2026-06-30 |
| 25 | Parallax Volatility Advisers, L.P. | $13.22M | 0.61% | 2026-06-30 |
56 filers$1.78B notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Jane Street Group, LLC Custodian | $373.81M | 21.04% | 2026-06-30 |
| 2 | Susquehanna International Group, LLP Custodian | $281.96M | 15.87% | 2026-06-30 |
| 3 | Citadel Advisors LLC Custodian | $163.30M | 9.19% | 2026-06-30 |
| 4 | Millennium Management LLC Custodian | $78.78M | 4.43% | 2026-06-30 |
| 5 | Wells Fargo & Company Custodian | $64.95M | 3.66% | 2026-06-30 |
| 6 | Walleye Trading LLC | $62.96M | 3.54% | 2026-06-30 |
| 7 | UBS Group AG Custodian | $62.86M | 3.54% | 2026-06-30 |
| 8 | IMC-Chicago, LLC Custodian | $60.19M | 3.39% | 2026-06-30 |
| 9 | Centiva Capital, LP | $51.94M | 2.92% | 2026-06-30 |
| 10 | Simplex Trading, LLC Custodian | $50.06M | 2.82% | 2026-06-30 |
| 11 | Yaupon Capital Management LP | $43.88M | 2.47% | 2026-06-30 |
| 12 | BNP Paribas Financial Markets Custodian | $43.71M | 2.46% | 2026-06-30 |
| 13 | JPMorgan Chase & Co Custodian | $41.26M | 2.32% | 2026-06-30 |
| 14 | NOMURA HOLDINGS INC | $33.35M | 1.88% | 2026-06-30 |
| 15 | Allianz Asset Management GmbH | $29.46M | 1.66% | 2026-06-30 |
| 16 | Citigroup Inc. Custodian | $24.61M | 1.39% | 2026-06-30 |
| 17 | Goldman Sachs Group Inc Custodian | $24.15M | 1.36% | 2026-06-30 |
| 18 | Parallax Volatility Advisers, L.P. | $23.98M | 1.35% | 2026-06-30 |
| 19 | Wolverine Trading, LLC Custodian | $22.92M | 1.29% | 2025-09-30 |
| 20 | CAPSTONE INVESTMENT ADVISORS, LLC | $22.36M | 1.26% | 2026-06-30 |
| 21 | GROUP ONE TRADING LLC Custodian | $19.43M | 1.09% | 2026-06-30 |
| 22 | Barclays PLC Custodian | $19.23M | 1.08% | 2026-06-30 |
| 23 | Squarepoint Ops LLC | $18.85M | 1.06% | 2026-06-30 |
| 24 | Point72 Asset Management, L.P. | $18.79M | 1.06% | 2026-06-30 |
| 25 | D. E. Shaw & Co., Inc. Custodian | $16.90M | 0.95% | 2026-06-30 |
NEE Insider Trading (Form 4)
Latest: 2026-10-23Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
| Filed | Reporter | Role | Action | Shares | Avg Price | Net $ | Link |
|---|---|---|---|---|---|---|---|
| 2026-10-23 | Mark Lemasney | EVP Power Generation Division | Award (A) | +1,416 | — | EDGAR | |
| 2026-10-14 | James Michael May | Treasurer and Asst. Secretary | Tax (F) | −1,855 | $78.51 | -$145.6K | EDGAR |
| 2026-10-09 | Nicole J Daggs | EVP, Human Res & Corp Svcs | Other (J) | −8,487 | — | EDGAR | |
| 2026-10-05 | Nicole S Arnaboldi | Director | Grant (A) | +474 RSU | — | EDGAR | |
| 2026-09-16 | Nicole S Arnaboldi | Director | Grant (A) | +67 RSU | — | EDGAR | |
| 2026-09-16 | David L Porges | Director | Grant (A) | +52 RSU | — | EDGAR | |
| 2026-09-16 | James Lawrence Camaren | Director | Grant (A) | +271 RSU | — | EDGAR | |
| 2026-08-18 | Alex Rubio | EVP, Eng., Const. & ISC | Tax (F) | −85 | $86.19 | -$7.3K | EDGAR |
| 2026-07-08 | Nicole S Arnaboldi | Director | Grant (A) | +409 RSU | — | EDGAR | |
| 2026-06-16 | David L Porges | Director | Grant (A) | +52 RSU | — | EDGAR | |
| 2026-06-16 | James Lawrence Camaren | Director | Grant (A) | +273 RSU | — | EDGAR | |
| 2026-06-16 | Nicole S Arnaboldi | Director | Grant (A) | +63 RSU | — | EDGAR | |
| 2026-05-08 | Brian W Bolster | Pres. and CEO of Sub | Tax (F) | −1,251 | $95.39 | -$119.3K | EDGAR |
| 2026-04-07 | Nicole S Arnaboldi | Director | Grant (A) | +392 RSU | — | EDGAR | |
| 2026-03-18 | Brian W Bolster | Pres. and CEO of Sub | Tax (F) | −428 | $92.53 | -$39.6K | EDGAR |
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.
NEE Insider Holdings
25 insiders · @ $82.10
Officers, directors, and 10%+ owners who have filed a Form 4 in the past two years, ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
| # | Insider | Role | Shares | Disclosed Exposure | Lifetime OM Net | Filings | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | John W Ketchum | Chairman, President & CEO | 474,652 | $38.97M | -$16.80M | 22 | 2026-02-17 |
| 2 | Armando Pimentel Jr | Director & CEO of Sub | 182,826 | $15.01M | -$52.82M | 34 | 2026-02-17 |
| 3 | Charles E Sieving | EVP, Chief Legal | 182,616 | $14.99M | -$57.84M | 43 | 2026-02-17 |
| 4 | James Lawrence Camaren | Director | 166,450 | $13.67M | $874.4K | 84 | 2026-09-16 |
| 5 | Rebecca J Kujawa | Pres. and CEO of Sub | 163,671 | $13.44M | $502.8K | 7 | 2025-02-18 |
| 6 | Kirk S Hachigian | Director | 77,492 | $6.36M | $2.85M | 18 | 2026-02-13 |
| 7 | Terrell Kirk Crews II | EVP, Chief Risk Officer | 77,148 | $6.33M | -$1.58M | 11 | 2026-03-10 |
| 8 | Michael Dunne | EVP, Finance & CFO | 76,301 | $6.26M | -$707.9K | 9 | 2026-02-17 |
| 9 | Amy B Lane | Director | 53,879 | $4.42M | $347.9K | 17 | 2026-02-13 |
| 10 | David L Porges | Director | 53,722 | $4.41M | $2.22M | 46 | 2026-09-16 |
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.
NEE Board & Officers
As of SEC filings through Oct 23, 2026Directors 12
- James Lawrence Camaren · on file since 2006
- Kirk S Hachigian · since Oct 18, 2013
- Naren K Gursahaney · since Jul 24, 2014
- Amy B Lane · since Feb 13, 2015
- Darryl L. Wilson · since Oct 11, 2018
- David L Porges · since Feb 13, 2020
- John A Stall · listed since May 2022
- John W Ketchum · listed since Jul 2022
- Nicole S Arnaboldi · since Oct 13, 2022
- Deborah L Stahlkopf · since May 18, 2023
- Maria Henry · since Sep 22, 2023
- Geoffrey Martha · since Jul 9, 2024
Officers 11
- John W Ketchum · Chairman, President & CEO · listed since Feb 2023
- Scott Robert Bores · Pres. and CEO of Sub · since May 18, 2026
- Michael Dunne · EVP, Finance & CFO · listed since Sep 2025
- Charles E Sieving · EVP, Chief Legal · listed since Jun 2023
- James Michael May · Treasurer and Asst. Secretary · listed since Jul 2025
- Ronald R Reagan · EVP, Eng., Const. & ISC · since Jan 2, 2020
- Robert Coffey · EVP, Nuclear Div & CNO · since Jun 14, 2021
- Mark Lemasney · EVP Power Generation Division · listed since Feb 2023
- Nicole J Daggs · EVP, Human Res & Corp Svcs · since Jan 1, 2024
- Alex Rubio · EVP, Eng., Const. & ISC · since Aug 3, 2026
- William John Gough · VP, Controller & CAO · since May 22, 2025
Changes in the last 10 years (40)
| Aug 3, 2026 | Alex Rubio became EVP, Eng., Const. & ISC |
| May 18, 2026 | Scott Robert Bores became Pres. and CEO of Sub |
| May 15, 2026 | The company announced the departure of Armando Pimentel Jr as Director, Pres. & CEO of Sub in an SEC filing |
| Mar 5, 2026 | The company announced the departure of Terrell Kirk Crews II as EVP, Chief Risk Officer in an SEC filing |
| Feb 17, 2026 | Brian W Bolster listed as Pres. and CEO of Sub (previously EVP, Finance & CFO) in SEC filings |
| Sep 9, 2025 | Michael Dunne listed as EVP, Finance & CFO (previously Treasurer) in SEC filings |
| Jul 23, 2025 | James Michael May listed as Treasurer and Asst. Secretary (previously VP, Controller and CAO) in SEC filings |
| May 22, 2025 | William John Gough became VP, Controller & CAO |
| Mar 12, 2025 | The company announced the departure of Rebecca J Kujawa as Pres. and CEO of Sub in an SEC filing |
| Feb 18, 2025 | Terrell Kirk Crews II listed as EVP, Chief Risk Officer (previously EVP, Finance and CFO) in SEC filings |
| Jul 9, 2024 | Geoffrey Martha became a director |
| May 6, 2024 | Brian W Bolster became EVP, Finance & CFO |
| Feb 20, 2024 | Armando Pimentel Jr first listed as Director, Pres. & CEO of Sub in an SEC filing |
| Jan 1, 2024 | Nicole J Daggs became EVP, Human Res & Corp Svcs |
| Nov 14, 2023 | The company announced the departure of Deborah H Caplan as EVP, HR & Corp Services in an SEC filing |
| Sep 22, 2023 | Maria Henry became a director |
| Jun 14, 2023 | Charles E Sieving listed as EVP, Chief Legal (previously EVP & General Counsel) in SEC filings |
| May 18, 2023 | Deborah L Stahlkopf became a director |
| Feb 21, 2023 | Rebecca J Kujawa listed as Pres. and CEO of Sub (previously EVP, Finance & CFO) in SEC filings |
| Feb 21, 2023 | Mark Lemasney listed as EVP Power Generation Division (previously EVP Power Generation Div.) in SEC filings |
| Feb 21, 2023 | John W Ketchum listed as Chairman, President & CEO (previously President & CEO of Sub) in SEC filings |
| Jan 1, 2023 | Michael Dunne became Treasurer |
| Jan 1, 2023 | Mark Lemasney became EVP Power Generation Div. |
| Oct 13, 2022 | Nicole S Arnaboldi became a director |
| Jul 5, 2022 | John W Ketchum first listed as a director in an SEC filing |
| May 19, 2022 | The company announced the departure of James L Robo as Chairman, President & CEO in an SEC filing |
| May 19, 2022 | John A Stall first listed as a director in an SEC filing |
| Mar 8, 2022 | Terrell Kirk Crews II listed as EVP, Finance and CFO (previously VP, Controller and CAO) in SEC filings |
| Feb 28, 2022 | The company announced the departure of Lynn M Utter from the board in an SEC filing |
| Feb 22, 2022 | Paul I Cutler first listed as Treasurer in an SEC filing |
| Nov 22, 2021 | Charles E Sieving first listed as EVP & General Counsel in an SEC filing |
| Jun 14, 2021 | Robert Coffey became EVP, Nuclear Div & CNO |
| Feb 11, 2021 | Lynn M Utter became a director |
| Feb 13, 2020 | David L Porges became a director |
| Jan 2, 2020 | Ronald R Reagan became EVP, Eng., Const. & ISC |
| Jan 2, 2020 | Donald A Moul became EVP, Nuclear Div & CNO |
| Jun 28, 2019 | John W Ketchum listed as President & CEO of Sub (previously EVP, Finance & CFO) in SEC filings |
| Mar 1, 2019 | Rebecca J Kujawa became EVP, Finance & CFO |
| Mar 1, 2019 | James Michael May became VP, Controller and CAO |
| Oct 11, 2018 | Darryl L. Wilson became a director |
Not reported recently (13)
- Brian W Bolster · Last reported as Pres. and CEO of Sub in an SEC filing dated May 8, 2026
- Sherry S Barrat · Last reported as a director in an SEC filing dated Mar 18, 2024
- Kenneth B Dunn · Last reported as a director in an SEC filing dated Feb 16, 2024
- Rudy E Schupp · Last reported as a director in an SEC filing dated Mar 10, 2023
- John L Skolds · Last reported as a director in an SEC filing dated Feb 17, 2023
- James L Robo · Last reported as a director in an SEC filing dated Feb 22, 2022
- Paul I Cutler · Last reported as Treasurer in an SEC filing dated Feb 22, 2022
- Donald A Moul · Last reported as EVP, Nuclear Div & CNO in an SEC filing dated May 17, 2021
- Toni Jennings · Last reported as a director in an SEC filing dated Feb 12, 2021
- William H Swanson · Last reported as a director in an SEC filing dated Feb 12, 2021
- Joseph T Kelliher · Last reported as EVP, Federal Reg. Affairs in an SEC filing dated Mar 2, 2020
- Hansel E Tookes II · Last reported as a director in an SEC filing dated Feb 14, 2020
- William L Yeager · Last reported as EVP Eng, Const. & ISC in an SEC filing dated Mar 12, 2019
Compiled from SEC filings by the company and its directors and officers. Dates are as stated in those filings. Where no filing says when someone left, we show the last filing that listed them.
NEE Proposed Insider Sales (Form 144)
Latest: 2026-04-28
? Form 144 Guide
Last 30d:
0 filings
· Last 90d:
0 filings
What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.
How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.
10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.
"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. An amended notice (Form 144/A) replaces the original it amends, and cancelled notices are dropped, so neither is double-counted above. A filed value that is clearly inconsistent with the share count at the stock's price (a filer typo) shows as a dash and is left out of the totals.
Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2026-04-28 | Crews Terrell Kirk II | Former Officer | 13,871 | $1.34M | 2026-04-28 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2026-03-13 | Daggs Nicole J | Officer | 4,934 | $458.9K | 2026-03-13 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2026-03-09 | May James Michael | Officer | 7,161 | $646.4K | 2026-03-09 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2026-03-09 | Lemasney Mark | Officer | 3,845 | $347.1K | 2026-03-09 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2026-03-09 | Crews Terrell Kirk II | Officer | 19,672 | $1.78M | 2026-03-09 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2026-02-17 | Reagan Ronald R | Officer | 5,079 | $482.5K | 2026-02-17 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2026-02-09 | KETCHUM JOHN W | Officer, Director | 99,603 | $8.90M | 2026-02-09 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2026-02-04 | Sieving Charles E | Officer | 30,000 | $2.70M | 2026-02-04 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2026-02-04 | Reagan Ronald R | Officer | 18,620 | $1.68M | 2026-02-04 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2026-01-22 | Reagan Ronald R | Officer | 10,826 | $920.2K | 2026-01-22 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed. Market-wide feed: Planned sales (Form 144).
Recent SEC Filings
Latest: 2026-06-01
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
| Filing Date | Accession | Link |
|---|---|---|
| 2026-06-01 | 0000753308-26-000043 | EDGAR |
| 2026-05-27 | 0000753308-26-000041 | EDGAR |
| 2026-05-26 | 0000753308-26-000039 | EDGAR |
| 2026-05-18 | 0001104659-26-062992 | EDGAR |
| 2026-05-18 | 0001104659-26-063001 | EDGAR |
| 2026-04-23 | 0000753308-26-000028 | EDGAR |
| 2026-03-20 | 0000753308-26-000024 | EDGAR |
| 2026-03-10 | 0000753308-26-000022 | EDGAR |
| 2026-03-03 | 0000753308-26-000020 | EDGAR |
| 2026-02-26 | 0000753308-26-000017 | EDGAR |
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
| Filing Date | Accession | Link |
|---|---|---|
| 2026-02-13 | 0000753308-26-000015 | EDGAR |
| 2025-02-14 | 0000753308-25-000011 | EDGAR |
| 2024-02-16 | 0000753308-24-000008 | EDGAR |
| 2023-02-17 | 0000753308-23-000019 | EDGAR |
| 2022-02-18 | 0000753308-22-000014 | EDGAR |
| 2021-02-12 | 0000753308-21-000014 | EDGAR |
| 2020-02-14 | 0000753308-20-000021 | EDGAR |
| 2019-02-15 | 0000753308-19-000039 | EDGAR |
Quarterly report — unaudited financials and MD&A. Filed 40–45 days after each of the first three fiscal quarters.
| Filing Date | Accession | Link |
|---|---|---|
| 2026-04-23 | 0000753308-26-000031 | EDGAR |
| 2025-10-28 | 0000753308-25-000056 | EDGAR |
| 2025-07-23 | 0000753308-25-000040 | EDGAR |
| 2025-04-23 | 0000753308-25-000024 | EDGAR |
| 2024-10-23 | 0000753308-24-000057 | EDGAR |
| 2024-07-24 | 0000753308-24-000050 | EDGAR |
| 2024-04-23 | 0000753308-24-000023 | EDGAR |
| 2023-11-07 | 0000753308-23-000058 | EDGAR |
| 2023-07-26 | 0000753308-23-000045 | EDGAR |
| 2023-04-26 | 0000753308-23-000033 | EDGAR |
ETF Holders
401 ETFs hold NEE
25 shown · $26.10B total exposure · 0.51% AUM-weighted avg weight
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|---|---|---|---|---|---|
| 1 | VTI Vanguard Morningstar Total Stock Market ETF | Vanguard | 0.22% | $5.0B | — | 2026-09-30 |
| 2 | VOO Vanguard S&P 500 ETF | Vanguard | 0.24% | $4.1B | — | 2026-09-30 |
| 3 | XLU State Street® Utilities Select Sector SPDR® ETF | SPDR (State Street) | 12.68% | $3.0B | $24.0B | 2026-10-22 |
| 4 | IVV iShares Core S&P 500 ETF | iShares (BlackRock) | 0.26% | $2.3B | $873.6B | 2026-10-22 |
| 5 | SPY State Street® SPDR® S&P 500® ETF Trust | SPDR (State Street) | 0.26% | $2.1B | $810.5B | 2026-10-22 |
| 6 | VTV Vanguard Morningstar Value ETF | Vanguard | 0.57% | $1.4B | — | 2026-09-30 |
| 7 | VPU Vanguard Utilities ETF | Vanguard | 11.43% | $1.1B | — | 2026-09-30 |
| 8 | VIG Vanguard Dividend Appreciation ETF | Vanguard | 0.70% | $893.9M | — | 2026-09-30 |
| 9 | JEPI JPMorgan Equity Premium Income ETF | JPMorgan | 1.78% | $813.4M | $45.6B | 2026-10-23 |
| 10 | VYM Vanguard High Dividend Yield ETF | Vanguard | 0.67% | $643.2M | — | 2026-09-30 |
| 11 | IGF iShares Global Infrastructure ETF | iShares (BlackRock) | 4.79% | $514.2M | $10.8B | 2026-10-22 |
| 12 | DGRO iShares Core Dividend Growth ETF | iShares (BlackRock) | 1.11% | $499.6M | $44.5B | 2026-10-22 |
| 13 | SPYM State Street® SPDR® Portfolio S&P 500® ETF | SPDR (State Street) | 0.26% | $471.6M | $182.5B | 2026-10-22 |
| 14 | HDV iShares Core High Dividend ETF | iShares (BlackRock) | 2.51% | $402.0M | $16.0B | 2026-10-22 |
| 15 | IWD iShares Russell 1000 Value ETF | iShares (BlackRock) | 0.45% | $383.4M | $84.5B | 2026-10-22 |
| 16 | CGDV Capital Group Dividend Value ETF | Capitalgroup | 0.95% | $368.8M | $38.8B | 2026-10-22 |
| 17 | IVE iShares S&P 500 Value ETF | iShares (BlackRock) | 0.56% | $283.9M | $50.4B | 2026-10-22 |
| 18 | FUTY Fidelity MSCI Utilities Index ETF | Nport | 11.81% | $274.4M | — | 2026-07-31 |
| 19 | SDY State Street® SPDR® S&P® Dividend ETF | SPDR (State Street) | 1.09% | $241.6M | $22.2B | 2026-10-22 |
| 20 | ITOT iShares Core S&P Total U.S. Stock Market ETF | iShares (BlackRock) | 0.23% | $222.4M | $95.8B | 2026-10-22 |
| 21 | SPYV State Street® SPDR® Portfolio S&P 500® Value ETF | SPDR (State Street) | 0.56% | $217.2M | $38.8B | 2026-10-22 |
| 22 | DYNF iShares U.S. Equity Factor Rotation Active ETF | iShares (BlackRock) | 0.49% | $205.5M | $42.0B | 2026-10-22 |
| 23 | RSP Invesco S&P 500 Equal Weight ETF | Invesco | 0.20% | $195.0M | — | 2026-10-24 |
| 24 | SCHX Schwab U.S. Large-Cap ETF | Nport | 0.26% | $192.3M | — | 2026-05-31 |
| 25 | DVY iShares Select Dividend ETF | iShares (BlackRock) | 0.80% | $189.4M | $23.5B | 2026-10-22 |
Fundamentals
Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.
Metrics
- Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
- Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
- Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
- Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
- Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
- YoY growth — compare to the same quarter a year earlier to remove seasonality.
- Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
- Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.
TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.
Trailing P/E
14.79
TTM Diluted EPS
$5.55
TTM Revenue
$28.82B
TTM Net Income
$11.64B
TTM Op. Cash Flow
$14.82B
Quarterly figures (12 quarters)
| Quarter | Period End | Revenue | Net Income | Diluted EPS | Op. Cash Flow |
|---|---|---|---|---|---|
| Q3 '26 | 2026-09-30 | $8.09B | $4.78B | $2.28 | $5.05B |
| Q2 '26 | 2026-06-30 | $7.53B | $3.14B | $1.50 | $4.66B |
| Q1 '26 | 2026-03-31 | $6.70B | $2.18B | $1.04 | $2.61B |
| Q4 '25 | 2025-12-31 | $6.50B | $1.53B | $0.73 | $2.50B |
| Q3 '25 | 2025-09-30 | $7.97B | $2.44B | $1.18 | $4.03B |
| Q2 '25 | 2025-06-30 | $6.70B | $2.03B | $0.98 | $3.19B |
| Q1 '25 | 2025-03-31 | $6.25B | $833.00M | $0.40 | $2.77B |
| Q4 '24 | 2024-12-31 | $5.38B | $1.20B | $0.58 | $1.98B |
| Q3 '24 | 2024-09-30 | $7.57B | $1.85B | $0.90 | $4.27B |
| Q2 '24 | 2024-06-30 | $6.10B | $1.62B | $0.79 | $3.93B |
| Q1 '24 | 2024-03-31 | $5.73B | $2.27B | $1.10 | $3.08B |
| Q4 '23 | 2023-12-31 | $6.88B | $1.21B | $0.58 | $2.88B |
Q3 2026 • period ending 2026-09-30 • filed 2026-10-21
Valuation
Ratios derived from TTM financials and the current market price, sampled daily. History chart shows how expensive the stock is today relative to its own recent past.
Price Multiples
- P/E — price / TTM earnings. Rough market rule: 10–15 value, 15–25 market, >30 growth/premium. Negative when earnings are negative.
- P/B — price / book value. Useful for financials and asset-heavy names; meaningless for asset-light software.
- P/S — price / TTM revenue. Useful when earnings are negative or noisy (early-stage growth).
- EV/EBITDA — capital-structure-neutral. <10 cheap, 10–15 reasonable, >20 rich. Good for comparing across leverage profiles.
- EV/Sales — like P/S but accounts for debt + cash. Compare within sector.
Profitability & Yields
- ROE — return on equity. >15% strong, >25% exceptional. Caution: high leverage inflates ROE.
- ROA — return on assets. Leverage-neutral; >5% solid, >10% exceptional.
- Div Yield — annual dividend / price. Compare to 10Y Treasury; sustained yield >6% often signals distress.
- FCF Yield — free cash flow / market cap. >5% is attractive; negative means burning cash.
Balance Sheet
- Debt/Equity — leverage. <1 conservative, >2 aggressive. Sector-dependent (utilities naturally high, tech low).
- Current Ratio — short-term liquidity. >1.5 comfortable, <1 raises short-term solvency flags.
Reading the history chart
- Compare current level to the 3-year band: near the high end = relatively expensive; near the low = relatively cheap.
- Multiples expanding while earnings are flat = sentiment-driven rally.
- Multiples compressing while earnings grow = value coming from fundamentals.
P/E
18.45
P/B
2.51
P/S
5.95
EV/EBITDA
17.77
EV/Sales
9.30
ROE
13.7%
ROA
4.0%
Div Yield
2.96%
FCF Yield
8.08%
Debt/Equity
1.45
Current Ratio
—
Market Cap
$170.91B
as of 2026-10-23
Short Interest & Float
Regulatory short-interest reports publish on a bi-weekly settlement cadence; short-volume is reported daily by the trade-reporting facilities. Float is derived from insider-ownership filings.
Metric definitions
- Short Interest — total shares currently sold short as of the settlement date. Lags real time by ~8 business days.
- SI % of Float — short interest / free float. The key crowding metric.
- Days to Cover — short interest / avg daily volume. How many full trading days it would take shorts to buy back. High DTC + catalyst = squeeze fuel.
- Short Vol Ratio — today's short-sale volume / total volume. Intraday selling pressure proxy (not the same as short interest).
- Free Float — shares available for public trading (total shares minus insider / restricted).
- Float % — free float / shares outstanding. <50% = tightly held, more prone to squeezes.
How to read the signals
- SI % of Float < 5% — typical, no particular signal.
- 5–15% — elevated; watch for catalysts (earnings, guidance, macro).
- 15–30% — heavily shorted; tight-float names in this range have produced notable squeezes historically.
- >30% — extreme; borrow is likely expensive and squeeze risk is material.
- Days to Cover > 5 combined with high SI% amplifies squeeze potential.
History chart
- Trend matters more than level. Rapidly rising short interest often precedes negative catalysts or heavy hedging.
- A sudden drop in SI after a rally may indicate a squeeze in progress.
Short interest is reported mid-month and end-of-month; short volume is daily.
Short Interest
59.32M
SI % of Float
2.85%
Days to Cover
4.60
Short Vol Ratio
69.7%
Free Float
2.08B
Float %
100.0%
Short interest 2026-09-30 • Short volume 2026-10-23 • Float 2026-10-16