NextEra Energy: A Good Opportunity (Rating Upgrade)

NextEra Energy is capitalizing on surging electricity demand and a robust renewables pipeline, positioning itself for long-term growth. The company's strong EPS growth, reliable cash flow, and expanding solar and storage backlog support its ability to deliver increasing shareholder returns. Risks include potential overcapacity if AI-driven energy demand fails to materialize, but NEE's diversified assets and execution mitigate this concern.