NextEra Energy
Scores out of 100 · Ranks within the 50-company cohort
Target date 2026-09-18
Target date 2027-09-18
Target date 2030-09-18
Our power thesis
We expect development scale, generation, and storage to support rising Energy power. Dominion’s assets are not included as currently owned, and our score improvement does not require that transaction to close.
Four Forces breakdown
Each force uses the same fixed 0–100 scale. The strongest force and breadth of control determine the Power Score.
| Force | 2026 | 2027 | 2030 |
|---|---|---|---|
| Compute | 0 | 0 | 0 |
| Interface | 10 | 15 | 15 |
| Alignment | 5 | 5 | 5 |
| Energy | 90 | 90 | 95 |
Our forecast
Across our 2026–2030 view, the Power Score rises from 58.1 to 61.9; the rank moves from #38 to #45.
Interface 10 → 15; Energy 90 → 95.
The thesis above explains our call. Rank can fall even when power grows if other companies gain faster.
What would change our mind
Interconnection and execution delays prevent development scale from becoming dependable power.
Research behind the judgment
NextEra’s July release describes a proposed combination with Dominion and the required approval process.
- Proposed Dominion combination2026-07-15 · Accessed 2026-09-18
Sources inform the factual premises. Force scores, ranks, and forecasts are exmxc’s judgments as of this edition.