Back to all assets

NextEra Energy NEE

equity

Price History

$2.63$34.38$66.13$97.88
1985-01 · DCA start$2.77

Time underwater

How far below its previous all-time high the price sat, each month. 0% means a new high.

-44.6%-29.7%-14.9%0.0%
1985-012026-08 · -12.4%

Worst drawdown: −45%, peaking Sep 1998 and bottoming Feb 2000 — 27 months below the prior high before recovering.

DCA Backtest

Invested
$50,000
Value today
$513,939
Return
+927.9%
Months invested
500

Scenarios

Inflation — the same contributions merely keeping pace with CPI would be $90,910 today, so the real (inflation-adjusted) return is +465.3%.

Lump sum instead — $50,000 all at once in Jan 1985: $1,550,825 (+3001.6%) — lump sum came out ahead.

Worst timing — same monthly amount started at the all-time high (Apr 2026): $482.65 on $500 invested (-3.5%).

⚠ Price returns only — dividends are not included. This understates the true return of dividend-paying shares, and any comparison against crypto (which pays no dividends) is biased against equities by roughly the dividend yield, compounded.

If this saved you a spreadsheet — buy me a coffee.

Every start month at once

Each cell is the return-to-date of £/$/€100-a-month DCA started that month. Click a cell to load it in the backtest above. The ringed cell is the all-time-high start — the worst timing scenario.

JFMAMJJASOND
1985
1986
1987
1988
1989
1990
1991
1992
1993
1994
1995
1996
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
2007
2008
2009
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
2026
Legend:−50%−20%0%+50%+200%+1000%worst timing (ATH)Selected 1985-01: +927.9%

About NextEra Energy

NextEra Energy, Inc. is an American energy company that is the world's largest electric utility holding company by market capitalization, with a valuation of over $187 billion as of July 2026. NextEra Energy had revenues of $24.8 billion and 16,700 employees throughout the US and Canada in 2024. It has a current generating capacity of 73 gigawatts. Its subsidiaries include Florida Power & Light (FPL), NextEra Energy Resources (NEER), XPLR Energy Partners, and NextEra Energy Services. (Wikipedia)

It's a listed company categorised under utilities and multi-utilities, with a market cap of about $178.9B.

It rates Medium-Low Risk at 1.9/5, meaning the rated factors are mostly sound, with one or two areas worth watching.

What pushes the score up: leverage / financial (3.0/5) and sector / regulatory (3.0/5).

Scoring well: earnings quality at 1.0/5.

Not yet researched: concentration, governance. These are excluded from the score rather than guessed, so the real risk may be higher than what’s shown.

Ratings summarise sourced facts against fixed rules — not investment advice, and no substitute for your own diligence.

Risk Profile

Medium-Low Risk(1.9/5)80% rated

How these ratings work

Market / Volatility1.7/5 · weight 20%
  • Annualised volatility (3yr)2/524.6
  • Max drawdown from ATH2/544.6
  • Beta vs S&P 5001/50.35
Liquidity1.0/5 · weight 15%
  • Avg daily $ volume1/51.0bn
  • Float % of shares outstandingnot yet researched
Leverage / Financial3.0/5 · weight 20%
  • Debt / equity3/51.8
  • Interest coverage (EBIT / interest)not yet researched
Earnings Quality1.0/5 · weight 15%
  • 3yr EPS volatility1/53.0
Concentrationunrated · weight 10%
  • Largest customer, % of revenuenot yet researched
  • Geographic revenue concentrationnot yet researched
Governanceunrated · weight 10%
  • Board independence %not yet researched
  • Share structurenot yet researched
  • Litigation / audit historynot yet researched
Sector / Regulatory3.0/5 · weight 10%
  • Sector regulatory exposure3/5elevated

Linked Assets

Same sector, or return-correlated — worth knowing what else might move if this one does.