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Better Energy Play: NextEra vs. Constellation Energy

With varying approaches to growing their businesses, both companies have something different to offer investors.

Better Energy Play: NextEra vs. Constellation Energy

Published September 3, 2026 · Category: Finance

Overview

As electricity demand surges amid AI data center growth, two utility companies stand out. NextEra Energy (NYSE: NEE) and Constellation Energy (NASDAQ: CEG) are both incredibly strong businesses, but are taking different approaches to this new chapter in North American power.

NextEra is both a traditional utility provider and a powerhouse in renewable energy. It is planning to spend $94 billion through 2030 in an aggressive push to build out its footprint. In May, the energy giant announced an all-stock agreement to acquire Dominion Energy. This deal will make NextEra the world's largest utility business, but the megamerger is facing intense regulatory scrutiny.

Details

The company's dividend yield is holding strong at over 3%. The stock has risen just 2% this year. NextEra is a reliable income producer, but could see substantial growth through the early 2030s.

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Source

Originally published at www.fool.com.

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