LQAI0.600%
as of Jul 17
NEE
DefensiveNEXTERA ENERGY INC
NextEra Energy, Inc., through its subsidiaries, generates, stores, transmits, distributes, and sells electric power to retail and wholesale customers in North America. It operates through Florida Power & Light Company (FPL) and NEER segments. The company generates electricity from wind, solar, nuclear, natural gas, and other clean energy assets.
Close · 3M
-4.36%
Held by 2 AI ETFs
PQUS0.070%
as of Jul 21
Signal performance
Each tracked ETF's moves on this stock, grouped by fund. Returns are measured from the signal date to the latest close — hypothetical, no commissions or slippage.
Buy signals4
Win rate25% (1/4)
Avg buy return-0.06%
LQAI · New entry · 1d
LQAI’s Qraft AI selection engine, managing a ~100-stock US large-cap core portfolio, initiated a position in NextEra Energy (NEE) with a 0.5800% weight on 2026-07-07, aligning with its strategy of AI-driven name selection and weekly rebalancing. This inclusion, a new entry for the fund, reflects the AI's assessment of NEE as a suitable core large-cap holding, likely valuing its utilities sector stability combined with growth. The decision likely stems from NEE's consistent financial performance, illustrated by its 15.24% Return on Equity and 10.29% Revenue Growth. Despite the current price of $88.47 placing it at 90% of its 52-week high, the AI’s model likely recognized the stock's year-long price appreciation, showing a +23.9% return over the past 12 months, as a positive indicator for its core portfolio.
weight 0 → 0.580% (new)·stock up 3.3% in the 30 days before
Jul 7·entry $88.47·now $88.00Fresh
-0.53%
since Jul 7
PQUS · New entry · 1d
weight 0 → 0.080% (new)·stock up 1.7% in the 30 days before
May 16·entry $89.04·now $88.00Fresh
-1.17%
since May 16
AIEQ · Exit · 1d
Amplify’s AIEQ, leveraging IBM Watson NLP across thousands of US equities, swiftly removed NextEra Energy Inc. from its portfolio on July 1, 2026. Given the fund's high-turnover, daily rebalance schedule and focused holdings of 140-180 stocks, its sentiment and fundamentals hybrid style is highly reactive. The AI's continuous ingestion of news and social posts likely detected a shift in perception or new information coinciding with NEE's 90-day return of -8.2%. This performance dip, coupled with any negative signals identified by the NLP engine, prompted its exit from the portfolio as the stock no longer registered within the top-ranked equities.
weight 0.100% → 0 (exited)·stock up 3.2% in the 30 days before
Jul 1·entry $86.37·now $88.00
+1.89%
since Jul 1
AIEQ · New entry · 1d
weight 0 → 0.100% (new)·stock down 7.6% in the 30 days before
May 30·entry $83.66·now $88.00Drifting
+5.19%
since May 30
QRFT · Exit · 1d
The weight change for NextEra Energy shows a multi-day, incremental reduction from 0.3900% to 0.3600% before its complete removal. This gradual de-risking over two weeks aligns with QRFT's weekly rebalancing schedule and its AI methodology, which systematically adjusts positions based on evolving factor scores and proprietary alternative data. NextEra Energy's -5.4% 30-day return suggests weakening short-term momentum, a traditional factor Qraft AI considers, despite the company's 10.29% revenue growth and 15.24% ROE. Trading at 88% of its 52-week high, with a PER of 21.84 and a PBR of 3.06, the AI's algorithm may have determined that the stock's valuation was no longer supported by its current momentum trends, leading to its calculated divestment from this broad large-cap core portfolio.
weight 0.360% → 0 (exited)·stock down 11.6% in the 30 days before
Jun 2·entry $85.68·now $88.00
+2.71%
since Jun 2
QRFT · Weight decrease · 2d
The AI-managed ETF likely reduced NEE's weight consecutively due to its stretched valuation metrics (PER 24.72, PBR 3.06), signaling a cautious rebalancing or allocation shift despite the company's strong revenue growth and ROE. For retail investors, this suggests a need to critically evaluate NEE's current price against its fundamentals and consider if its growth premium still aligns with their personal risk tolerance and investment objectives.
weight 0.460% → 0.430% (-0.030 pp)·stock up 2.5% in the 30 days before
May 4·entry $95.51·now $88.00
-7.86%
since May 4
QRFT · Weight decrease · 2d
weight 0.460% → 0.440% (-0.020 pp)·stock down 0.8% in the 30 days before
Apr 16·entry $91.83·now $88.00
-4.17%
since Apr 16
QRFT · Weight decrease · 2d
weight 0.480% → 0.460% (-0.020 pp)·stock up 3.2% in the 30 days before
Apr 9·entry $94.48·now $88.00
-6.86%
since Apr 9
QRFT · Weight increase · 2d
weight 0.440% → 0.460% (+0.020 pp)·stock down 0.6% in the 30 days before
Mar 27·entry $91.40·now $88.00Fresh
-3.72%
since Mar 27
Sell signals show what the stock did after the AI exited. A negative number means the AI's exit was well-timed.
Buffett-style framework
Fails the frameworkas of May 18
One AI ETF, PQUS, recently initiated a new position in NextEra Energy, suggesting a positive outlook. Conversely, QRFT has been decreasing its weight, indicating a more cautious stance. The value-investing framework's 'Fail' verdict primarily due to financial health and valuation concerns aligns with QRFT's caution but conflicts with PQUS's entry.
- Circle of CompetenceThe company's mix of regulated utility operations and long-term contracted renewable energy assets suggests a predictable earning power, suitable for long-term cash flow projections.
- Economic MoatNextEra Energy benefits from regulatory entitlements for its utility operations and scale advantages in renewable energy development, creating durable economic moats.
- ManagementInformation on management's candor, capital allocation decisions, and ownership stake is not available in the provided data to assess this criterion fully.
- Financial HealthThe exceptionally high EV/EBITDA ratio of 125.73 raises significant concerns about potential leverage or an unsustainable valuation, and a comprehensive 10-year ROE history is absent to meet the framework's criteria.
- Margin of SafetyThe current valuation metrics, including a PER of 23.79 and PBR of 3.06, suggest the company may not be trading at a sufficient discount to intrinsic value to provide an adequate margin of safety.
While NextEra Energy operates within a predictable circle of competence and possesses durable economic moats, its current financial health raises significant red flags due to an exceptionally high EV/EBITDA ratio. Furthermore, the prevailing valuation metrics do not suggest a sufficient margin of safety for investment. Without more comprehensive financial history and a clearer valuation discount, the company fails to meet the stringent criteria of this framework.
Educational interpretation generated by AI applying frameworks Warren Buffett documented in his shareholder letters and other public writings. Not a statement by Mr. Buffett or Berkshire Hathaway, and not investment advice.