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  • NextEra Q2: EPS beat despite revenue miss; backlog up"NextEra Energy reported Q2 2026 adjusted earnings per share of $1.15, beating estimates, while revenue of $7.53 billion missed forecasts. The company maintained its 2026 adjusted EPS guidance of $3.92 to $4.02 and reiterated an 8%+ compound annual growth rate through 2032, while adding 3.6 GW to its renewables backlog for a total of 35.1 GW and launching regulatory review of its Dominion Energy merger."30 src · Jul 27, 2026
  • Danica Pension Cuts Stakes Across Tech Utilities FinancialsDanica Pension Livsforsikringsaktieselskab trimmed its holdings across several major U.S. companies in the first quarter, including MongoDB (-32.5%), Quanta Services (-36.9%), NextEra Energy (-40.3%), Block (-59.8%), and U.S. Bancorp (-77.5%), signaling a broad portfolio rotation. The moves accompanied other investors’ activity, illustrating ongoing repositioning across technology, energy, utilities, finance, and infrastructure stocks.12 src · Jul 22, 2026