SEC 8-K and 6-K filings classified by Claude with reasoning, plus Form 4 insider transactions. Ingested from EDGAR’s filing stream in near-real time, reconciled overnight.
Open-market buys and sells only — the deliberate trades. Zero here doesn’t mean no filings: grants, option exercises and tax withholding (below) are compensation, not market trades.
| Insider | Role | Date | Transaction | Shares | Value |
|---|---|---|---|---|---|
| Rubio Alex | EVP, Eng., Const. & ISC | 2026-08-17 | Tax withholding | 85 | $7K |
| Bolster Brian W | Pres. and CEO of Sub | 2026-05-07 | Tax withholding | 1251 | $119K |
| Bolster Brian W | Pres. and CEO of Sub | 2026-03-17 | Tax withholding | 428 | $40K |
| Gough William John | VP, Controller & CAO | 2026-03-17 | Tax withholding | 93 | $9K |
| May James Michael | Treasurer and Asst. Secretary | 2026-03-17 | Tax withholding | 316 | $29K |
| Daggs Nicole J | EVP, Human Res & Corp Svcs | 2026-03-13 | Open-market sell 10b5-1 | 4189 | $390K |
| Daggs Nicole J | EVP, Human Res & Corp Svcs | 2026-03-13 | Open-market sell 10b5-1 | 745 | $69K |
| Crews Terrell Kirk II | EVP, Chief Risk Officer | 2026-03-09 | Option exercise 10b5-1 | 5612 | $178K |
| Crews Terrell Kirk II | EVP, Chief Risk Officer | 2026-03-09 | Open-market sell 10b5-1 | 5612 | $507K |
| Crews Terrell Kirk II | EVP, Chief Risk Officer | 2026-03-09 | Option exercise 10b5-1 | 4720 | $182K |
| Crews Terrell Kirk II | EVP, Chief Risk Officer | 2026-03-09 | Open-market sell 10b5-1 | 4720 | $426K |
| Crews Terrell Kirk II | EVP, Chief Risk Officer | 2026-03-09 | Option exercise 10b5-1 | 9340 | $426K |
| Crews Terrell Kirk II | EVP, Chief Risk Officer | 2026-03-09 | Open-market sell 10b5-1 | 9340 | $843K |
| Lemasney Mark | EVP Power Generation Division | 2026-03-09 | Open-market sell 10b5-1 | 3845 | $347K |
| May James Michael | Treasurer and Asst. Secretary | 2026-03-09 | Open-market sell 10b5-1 | 4672 | $422K |
| May James Michael | Treasurer and Asst. Secretary | 2026-03-09 | Open-market sell 10b5-1 | 2489 | $225K |
| Reagan Ronald R | EVP, Eng., Const. & ISC | 2026-02-17 | Open-market sell 10b5-1 | 5079 | $483K |
| Bolster Brian W | Pres. and CEO of Sub | 2026-02-15 | Tax withholding | 912 | $86K |
| Coffey Robert | EVP, Nuclear Div & CNO | 2026-02-15 | Tax withholding | 1518 | $142K |
| Crews Terrell Kirk II | EVP, Chief Risk Officer | 2026-02-15 | Tax withholding | 1544 | $145K |
Fiscal period ending 2025-12-31 versus 2024-12-31 — view filing on EDGAR →
Regulatory and operational risk expanded materially across multiple fronts, with no offsetting easing of comparable weight. The 2025 rate agreement, tightened IRS clean energy tax credit rules, new FERC/state transmission exposure, and OBBBA-related equipment cost escalation collectively represent a broad step-up in compliance burden and cost-recovery uncertainty. The lone easing — removal of XPLR subsidiary capital/dilution risk — is meaningful but insufficient to offset the breadth of worsening.
5 company-specific · 1 eased/removed · 3 common-mode
New 2025 rate agreement increases base revenue requests by $1.65B (2026-2027) versus prior $1.25B (2022-2023), higher authorized ROE (10.95% vs 10.60%), and introduces new tariffs for large-load customers, materially expanding regulatory obligations and cost recovery mechanisms.
FPL Electric Rate Regulation The FPSC sets rates at a level that is intended to allow the utility the opportunity to collect from retail customers total revenues (revenue requirements) equal to its…
New disclosure of substantial rate-regulated transmission and natural gas pipeline assets with FERC/state jurisdiction exposure, creating material regulatory and operational risk.
Table of Content s Regulated Operations Rate-Regulated Electric Transmission – As of December 31, 2025, certain entities within the NEER segment had ownership interests in rate-regulated electric…
New disclosure of Duane Arnold nuclear restart risks, including regulatory approval uncertainty, specialized component procurement challenges, and potential asset impairment.
Development and Operational Risks NEE's and FPL's business, financial condition, results of operations and prospects could suffer if NEE and FPL do not proceed with projects under development or are…
EMT now sources from "diverse set of suppliers and geographic markets" (new supply chain complexity). Beginning 2026, certain amounts recognized in base rates (new regulatory/accounting treatment) rather than pass-through.
FPL ENERGY MARKETING AND TRADING FPL's Energy Marketing & Trading division (EMT) supports the operation of FPL's generation fleet by procuring and managing fuel supplies and related energy…
Removed "cost recovery arrangements" language; now explicitly states costs may exceed revenues or fall below expected returns, broadening risk scope.
If supply costs necessary to provide NEER's full energy and capacity requirements services are not favorable, operating costs could increase and materially adversely affect NEE's business, financial…
Removal of material capital access and dilution risk for XPLR subsidiary. Suggests improved financing position or reduced acquisition/growth uncertainty.
XPLR may not be able to access sources of capital on commercially reasonable terms, which would have a material adverse effect on its ability to consummate future acquisitions and on the value of…
New IRS guidance (Aug 2025) tightens "begin construction" definition for clean energy tax credits, eliminating 5% spend test safe harbor. Materially restricts eligibility and increases compliance risk for wind/solar projects.
Table of Content s Energy Assets Generation Assets NEER's portfolio of generation assets primarily consists of generation facilities with long-term power sales agreements for substantially all of…
Added specific reference to OBBBA and related governmental actions; expanded consequences to include higher equipment costs and scarcity—concrete escalation of regulatory risk.
Table of Content s loss of investments in clean energy projects and reduced project returns, any of which could have a material adverse effect on NEE's and FPL's business, financial condition…
New disclosure of material AI-related risks: malfunction, cybersecurity threats, vendor dependencies, regulatory uncertainty, and operational reliance across critical functions.
The productivity increases and competitive advantages NEE and FPL plan to achieve through the use of artificial intelligence (AI) technologies may not be realized and the use of and reliance on AI…
This is a clear disclosure of shareholder vote results from NextEra Energy's special meeting held on September 3, 2026. The filing reports voting outcomes on three proposals: approval of share issuance to Dominion Energy shareholders in connection with a pending merger (99.47% for), authorization of additional common shares (99.02% for), and adjournment authority (92.33% for). The merger itself is material M&A activity, and shareholder approval of the merger consideration and related charter amendments are material governance events that would affect investor assessment of the transaction.
View raw filing on EDGAR →This Item 8.01 disclosure concerns supplemental disclosures to the joint proxy statement/prospectus for NextEra Energy's merger with Dominion Energy, a transaction entered into on May 15, 2026. The filing updates and supplements disclosure regarding the merger agreement, financial analyses, and background of the transaction in response to shareholder demand letters. The core event is the ongoing material acquisition activity—specifically, supplemental disclosure amendments related to the pending merger transaction between NextEra Energy and Dominion Energy.
View raw filing on EDGAR →This Item 8.01 disclosure concerns a material acquisition: NextEra Energy's proposed merger with Dominion Energy under an Agreement and Plan of Merger dated May 15, 2026. The filing describes the two-step merger structure, the consideration (0.8138 shares of NEE common stock plus $360 million in cash per Dominion Energy share), and includes unaudited pro forma condensed combined financial statements showing the combined entity's projected financial position and results. Although the Item 8.01 framing is technical (filing financial information for incorporation by reference), the substance is a major M&A transaction with an estimated merger consideration of approximately $65.2 billion. The filing explicitly states that upon consummation, the acquisition will be required to be described in Item 2.01 of a Current Report on Form 8-K, confirming this is a material acquisition event.
View raw filing on EDGAR →NextEra Energy Capital Holdings, Inc. (a wholly-owned subsidiary of NEE) issued $3.75 billion in aggregate principal amount of junior subordinated debentures across three series (AA, BB, and CC) with maturities ranging from 2056 to 2066. This represents the creation of new direct financial obligations with specified interest rates, redemption features, and a subordinated guarantee by the parent company NEE. The disclosure clearly falls under debt issuance as defined in Item 2.03 (or reported under Item 8.01 as here), and the magnitude ($3.75 billion) makes it material to investors.
View raw filing on EDGAR →NextEra Energy entered into an Agreement and Plan of Merger with Dominion Energy on May 15, 2026, involving a two-step merger structure where Dominion Energy will become a wholly owned subsidiary of NEE. This is a material acquisition/change of control transaction. Although the filing is technically under Item 8.01 (Other Events) and relates to incorporation of financial information and auditor consent, the core disclosed event is the entry into a definitive merger agreement, which is the hallmark of ma_activity.
View raw filing on EDGAR →Florida Power & Light sold $2.25 billion in aggregate principal amount of First Mortgage Bonds across three series (2036, 2056, and 2066 maturities) on June 1, 2026. While this is a material financing event affecting the company's capital structure and debt obligations, it does not fit cleanly into the more specific event categories (not M&A, not a restatement, not a covenant breach, not dilutive equity issuance). The disclosure is routine debt issuance by a regulated utility, filed under Item 8.01 (Other Events) to report transaction documents as exhibits rather than to announce a material corporate event.
View raw filing on EDGAR →This is a clear disclosure of shareholder voting results from NextEra Energy's 2026 Annual Meeting of Shareholders held on May 21, 2026. The filing reports final voting tallies for five proposals: election of twelve board directors (Proposal 1), ratification of Deloitte & Touche LLP as auditor (Proposal 2), advisory vote on named executive officer compensation (Proposal 3), and two shareholder proposals on climate/Paris Agreement alignment (Proposals 4 and 5). This is a standard Item 5.07 disclosure of annual meeting results, which is material to investors as it reflects shareholder approval of governance and compensation matters.
View raw filing on EDGAR →Florida Power & Light sold $255.4 million in floating-rate debt securities on May 26, 2026. While this is a material financing event affecting the company's capital structure and future interest obligations, it does not fit cleanly into the standard 8-K taxonomy. The sale is not a dilutive equity issuance (dilutive_issuance applies to equity), not an M&A transaction (ma_activity), and not a covenant breach or going-concern disclosure. As a significant debt issuance by a utility, it is material to investors but lacks a dedicated event category.
View raw filing on EDGAR →