NextEra Energy: The Utilities Sector Leader Isn't Dead Yet

(9min)

Summary

  • NextEra Energy faces political and regulatory risks under Trump, but the market also knows.
  • NEE has already underperformed recently, as the market reassesses these uncertainties.
  • NEE has hedges in place to navigate this political and regulatory minefield, so investors don't have to freak out.
  • I argue why NEE's valuation is no longer that aggressive and why investors should take advantage of the weakness to buy more.

Justin Paget

NextEra Energy (NYSE:NEE), the leading renewable energy company and operator of America’s largest electric utility, is facing a moment of truth. On the one hand, I think there’s little doubt that NEE is front

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