Track record · closed signal

NextEra Energy, Inc. (NEE) — closed signal from February 27, 2026

Partial Published before the outcome was known, scored automatically when the window closed on May 28, 2026.

Predicted vs. what happened

NEE price · publication thesis → realized outcomesplit-adjusted

$89.50 – $92.50Entry zone — fair-value band

$91.60Published — price the day we called it

$100.76Target — the price the thesis aimed for

$98.75Peak — highest point inside the window, not a realized return

$87.25Window close — end-of-window price, context only

What happened

Partial

Reached 78% of the predicted growth at its peak, without hitting the target.

Peak price

$98.75

peak on May 1, 2026 — not a realized return

Peak gain

+7.8%

peak, from the publication price

Window close

$87.25

end-of-window price, context only

Days to target

—

Window

February 27, 2026 – May 28, 2026

The thesis — published February 27, 2026

Predicted growth

+10%

over the measurement window

Target price

$100.76

the price the thesis aimed for

Entry zone

$89.50 – $92.50

the fair-value band we waited for

Price at publication

$91.60

published February 27, 2026

Confidence

74%

how strongly the data lined up

Timeframe

Short-term (0–3 months)

NextEra priced a $2 billion deal that should close March 3; if the market accepts the deal calmly, that uncertainty could go away and the stock may bounce. The price already pulled back, so there's a defined place to buy. Main risks are a bad reaction after the deal or renewed pressure on utility stocks from higher interest rates.

Primary drivers

Deal closing could remove near-term uncertainty and lift the stock
Utilities and renewables can attract investors seeking safer holdings
Recent pullback gives a clear, limited-risk entry point
Clearer project funding can improve investor confidence if rates stay stable

How it played out

NEE: thesis partially played out, but target was missed

Lyra published NEE at 91.60 on 2026-02-27 with 10% expected growth and a 100.76 target. The thesis pointed to a $2 billion deal expected to close on March 3, calmer deal acceptance, safer-holding demand for utilities and renewables, the recent pullback, and clearer project funding if rates stayed stable.

Inside the window, NEE rose to 98.75 on 2026-05-01, a 7.8% peak gain. It never reached 100.76. By 2026-05-28, it ended at 87.25. The thesis partially played out because the stock rose, but it missed the target and finished below the publication price.

What happened during the window

On May 18, 2026, NextEra and Dominion announced a planned merger. The Guardian reported it as a $67bn all-stock acquisition. Axios reported that the combined company would serve about 10 million utility customer accounts if approved.

Prices are shown split- and dividend-adjusted, matching what public charts show today.

Lyra

Read the next call before it closes.

This is one signal, scored after the fact. Today’s picks come with the same plain-language thesis — published before anyone knows the outcome.

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