NextEra Energy, Inc. (NEE) Stock Total Returns
Growth of $10,000 chart
2021-04-14 to 2026-04-14 to
$
%
%
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Investment Performance
Final Value
$12,794
Total Return
27.94%
CAGR
5.05%
Dividends
$1,285.10
Yield on Cost
12.85%
Rolling Returns
1-Month (21 Trading Days)
| Average | +0.80% |
| Median | +0.80% |
| Best | +24.88% |
| Worst | -26.20% |
| % of Windows Positive | 55.0% |
1-Year (252 Trading Days)
| Average | +3.33% |
| Median | +1.60% |
| Best | +69.72% |
| Worst | -39.10% |
| % of Windows Positive | 54.3% |
3-Year (756 Trading Days)
| Average | +3.08% |
| Median | +1.70% |
| Best | +39.72% |
| Worst | -20.25% |
| % of Windows Positive | 58.4% |
Risk Metrics
| Maximum Drawdown | -45.44% |
| Average Drawdown | -14.85% |
| Drawdown Duration | 981 Trading Days |
| Sortino Ratio | 0.44 |
| Calmar Ratio | 0.11 |
| CVaR (5%) | -4.05% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +14.34% (+60.11% ann.) | +$1434.27 | $77.60 | $15.52 | $0.12 |
| 2025 | +14.76% | +$1476.32 | $319.42 | $63.88 | $0.51 |
| 2024 | +20.80% | +$2079.73 | $342.39 | $68.48 | $0.55 |
| 2023 | -25.71% | $2571.14 | $225.68 | $45.14 | $0.36 |
| 2022 | -8.96% | $895.73 | $183.26 | $36.65 | $0.29 |
| 2021 | +22.91% | +$2291.04 | $200.84 | $40.17 | $0.32 |
| 2020 | +29.54% | +$2954.28 | $232.75 | $46.55 | $0.37 |
| 2019 | +42.01% | +$4200.66 | $289.86 | $57.97 | $0.46 |
| 2018 | +13.69% | +$1369.16 | $286.65 | $57.33 | $0.46 |
| 2017 | +33.63% | +$3363.01 | $331.99 | $66.40 | $0.53 |
| 2016 | +17.72% | +$1772.46 | $337.93 | $67.59 | $0.54 |
| 2015 | +0.13% | +$13.41 | $292.39 | $58.48 | $0.47 |
| 2014 | +27.15% | +$2714.74 | $341.87 | $68.37 | $0.55 |
| 2013 | +27.12% | +$2711.80 | $385.62 | $77.12 | $0.62 |
| 2012 | +17.05% | +$1704.65 | $398.76 | $79.75 | $0.64 |
| 2011 | +20.89% | +$2088.56 | $428.24 | $85.65 | $0.69 |
| 2010 | +1.60% | +$159.79 | $383.31 | $76.66 | $0.61 |
| 2009 | +7.99% | +$798.82 | $380.08 | $76.02 | $0.61 |
| 2008 | -23.93% | $2393.08 | $264.81 | $52.96 | $0.42 |
| 2007 | +27.23% | +$2722.87 | $303.86 | $60.77 | $0.49 |
| 2006 | +34.56% | +$3456.02 | $364.89 | $72.98 | $0.58 |
| 2005 | +14.27% | +$1426.58 | $383.93 | $76.79 | $0.61 |
| 2004 | +17.82% | +$1781.57 | $402.19 | $80.44 | $0.64 |
| 2003 | +12.19% | +$1219.14 | $403.88 | $80.78 | $0.65 |
| 2002 | +10.13% | +$1013.32 | $416.52 | $83.30 | $0.66 |
| 2001 | -18.93% | $1893.44 | $315.67 | $63.13 | $0.50 |
| 2000 | +73.36% | +$7335.62 | $511.86 | $102.37 | $0.82 |
| 1999 | -28.30% | $2830.34 | $341.33 | $68.27 | $0.55 |
| 1998 | +6.86% | +$686.36 | $341.31 | $68.26 | $0.55 |
| 1997 | +32.82% | +$3282.10 | $422.67 | $84.53 | $0.68 |
| 1996 | +2.45% | +$245.35 | $401.63 | $80.33 | $0.64 |
| 1995 | +36.93% | +$3692.85 | $508.32 | $101.66 | $0.81 |
| 1994 | -5.90% | $590.34 | $488.94 | $97.79 | $0.78 |
| 1993 | +13.72% | +$1372.09 | $694.75 | $138.95 | $1.11 |
| 1992 | +3.53% | +$353.41 | $670.85 | $134.17 | $1.07 |
| 1991 | +35.36% | +$3535.92 | $843.52 | $168.70 | $1.35 |
| 1990 | -15.11% | $1511.10 | $657.94 | $131.59 | $1.05 |
| 1989 | +23.64% | +$2364.47 | $742.08 | $148.41 | $1.19 |
| 1988 | +15.25% | +$1525.11 | $778.44 | $155.69 | $1.24 |
| 1987 | -4.45% | $444.94 | $677.61 | $135.53 | $1.08 |
| 1986 | +17.67% | +$1767.34 | $729.03 | $145.81 | $1.17 |
| 1985 | +34.64% | +$3464.09 | $889.25 | $177.85 | $1.42 |
| 1984 | +19.94% | +$1993.73 | $952.33 | $190.47 | $1.53 |
| 1983 | +15.19% | +$1519.02 | $501.48 | $100.30 | $0.81 |
| 1982 | +23.40% | +$2340.42 | $0.00 | $0.00 | $0.00 |
| 1981 | +12.44% | +$1244.02 | $0.00 | $0.00 | $0.00 |
| 1980 | +4.50% | +$450.01 | $0.00 | $0.00 | $0.00 |
| 1979 | -4.31% | $430.63 | $0.00 | $0.00 | $0.00 |
| 1978 | -2.79% | $279.07 | $0.00 | $0.00 | $0.00 |
| 1977 | -2.71% | $271.48 | $0.00 | $0.00 | $0.00 |
| 1976 | +2.79% | +$279.06 | $0.00 | $0.00 | $0.00 |
| 1975 | +73.39% | +$7338.73 | $0.00 | $0.00 | $0.00 |
| 1974 | -37.06% | $3705.59 | $0.00 | $0.00 | $0.00 |
| 1973 partial | -32.07% (-36.32% ann.) | $3206.89 | $0.00 | $0.00 | $0.00 |
Market Regimes
| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Dot-com bubble / TMT mania | August 9, 1995 – March 10, 2000 | +31.54% | +6.16% | +$3153.54 | $2582.60 | $516.52 | $4.13 |
| Dot-com bust / post-bubble disinflation scare | March 13, 2000 – October 9, 2002 | +25.31% | +9.16% | +$2530.58 | $1377.77 | $275.55 | $2.20 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +176.48% | +22.57% | +$17647.64 | $2833.04 | $566.61 | $4.54 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -31.25% | -23.30% | $3124.99 | $428.27 | $85.65 | $0.69 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +75.15% | +18.06% | +$7515.49 | $1647.94 | $329.59 | $2.64 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +362.65% | +22.44% | +$36264.75 | $4180.23 | $836.05 | $6.69 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -34.14% | -99.15% | $3413.94 | $50.54 | $10.11 | $0.08 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +47.88% | +87.67% | +$4788.34 | $135.87 | $27.17 | $0.22 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +19.70% | +18.60% | +$1969.65 | $252.31 | $50.46 | $0.40 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -8.75% | -9.26% | $874.53 | $147.56 | $29.51 | $0.24 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +6.72% | +3.57% | +$672.30 | $470.67 | $94.13 | $0.75 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 14, 2026 | +12.22% | +7.63% | +$1222.47 | $410.45 | $82.09 | $0.66 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 1983-08-22 | $0.0563 | 2.41% |
| 1983-11-21 | $0.0563 | 2.14% |
| 1984-02-17 | $0.0563 | 2.38% |
| 1984-05-22 | $0.0587 | 2.52% |
| 1984-08-22 | $0.0587 | 2.40% |
| 1984-11-26 | $0.0587 | 2.09% |
| 1985-02-22 | $0.0587 | 2.10% |
| 1985-05-24 | $0.0612 | 1.96% |
| 1985-08-26 | $0.0612 | 1.97% |
| 1985-11-22 | $0.0612 | 1.87% |
| 1986-02-24 | $0.0612 | 1.58% |
| 1986-05-23 | $0.0638 | 1.63% |
| 1986-08-25 | $0.0638 | 1.39% |
| 1986-11-21 | $0.0638 | 1.55% |
| 1987-03-02 | $0.0638 | 1.54% |
| 1987-05-22 | $0.0663 | 1.79% |
| 1987-08-25 | $0.0663 | 1.59% |
| 1987-11-23 | $0.0663 | 1.74% |
| 1988-02-29 | $0.0663 | 1.68% |
| 1988-05-23 | $0.0688 | 1.87% |
| 1988-08-22 | $0.0688 | 1.83% |
| 1988-11-21 | $0.0688 | 1.77% |
| 1989-02-17 | $0.0688 | 1.75% |
| 1989-05-16 | $0.0712 | 1.81% |
| 1989-08-28 | $0.0712 | 1.77% |
| 1989-11-28 | $0.0712 | 1.68% |
| 1990-02-22 | $0.0712 | 1.70% |
| 1990-05-24 | $0.0737 | 1.84% |
| 1990-08-27 | $0.0737 | 2.13% |
| 1990-12-03 | $0.0737 | 2.13% |
| 1991-02-22 | $0.0737 | 1.92% |
| 1991-05-24 | $0.0750 | 1.90% |
| 1991-08-26 | $0.0750 | 1.78% |
| 1991-11-27 | $0.0750 | 1.71% |
| 1992-02-24 | $0.0750 | 1.76% |
| 1992-05-22 | $0.0762 | 1.72% |
| 1992-08-24 | $0.0762 | 1.60% |
| 1992-11-20 | $0.0762 | 1.69% |
| 1993-02-26 | $0.0762 | 1.54% |
| 1993-05-24 | $0.0775 | 1.66% |
| 1993-08-23 | $0.0775 | 1.56% |
| 1993-11-19 | $0.0775 | 1.67% |
| 1994-02-18 | $0.0775 | 1.80% |
| 1994-05-23 | $0.0525 | 1.37% |
| 1994-08-22 | $0.0525 | 1.32% |
| 1994-11-18 | $0.0525 | 1.26% |
| 1995-02-17 | $0.0550 | 1.19% |
| 1995-05-22 | $0.0550 | 1.20% |
| 1995-08-23 | $0.0550 | 1.13% |
| 1995-11-21 | $0.0550 | 1.03% |
| 1996-02-21 | $0.0575 | 0.99% |
| 1996-05-29 | $0.0575 | 1.05% |
| 1996-08-28 | $0.0575 | 0.99% |
| 1996-11-26 | $0.0575 | 0.99% |
| 1997-02-26 | $0.0600 | 1.04% |
| 1997-05-28 | $0.0600 | 1.04% |
| 1997-08-27 | $0.0600 | 1.01% |
| 1997-11-25 | $0.0600 | 0.87% |
| 1998-02-25 | $0.0625 | 0.85% |
| 1998-05-27 | $0.0625 | 0.84% |
| 1998-08-26 | $0.0625 | 0.79% |
| 1998-11-24 | $0.0625 | 0.79% |
| 1999-02-24 | $0.0650 | 0.98% |
| 1999-05-26 | $0.0650 | 0.88% |
| 1999-08-25 | $0.0650 | 0.93% |
| 1999-11-23 | $0.0650 | 1.16% |
| 2000-02-23 | $0.0675 | 1.32% |
| 2000-05-24 | $0.0675 | 1.12% |
| 2000-08-23 | $0.0675 | 0.99% |
| 2000-11-21 | $0.0675 | 0.81% |
| 2001-02-21 | $0.0700 | 0.87% |
| 2001-05-23 | $0.0700 | 0.97% |
| 2001-08-29 | $0.0700 | 1.01% |
| 2001-11-28 | $0.0700 | 1.01% |
| 2002-02-20 | $0.0725 | 1.10% |
| 2002-06-05 | $0.0725 | 0.97% |
| 2002-08-28 | $0.0725 | 1.00% |
| 2002-11-26 | $0.0725 | 0.97% |
| 2003-02-26 | $0.0750 | 1.03% |
| 2003-06-04 | $0.0750 | 0.88% |
| 2003-08-27 | $0.0750 | 0.95% |
| 2003-11-25 | $0.0750 | 0.94% |
| 2004-02-25 | $0.0775 | 0.93% |
| 2004-06-02 | $0.0775 | 0.96% |
| 2004-08-25 | $0.0850 | 0.99% |
| 2004-11-23 | $0.0850 | 0.93% |
| 2005-03-02 | $0.0887 | 0.88% |
| 2005-06-01 | $0.0887 | 0.87% |
| 2005-08-24 | $0.0887 | 0.82% |
| 2005-11-22 | $0.0887 | 0.83% |
| 2006-03-03 | $0.0938 | 0.91% |
| 2006-06-07 | $0.0938 | 0.91% |
| 2006-08-23 | $0.0938 | 0.85% |
| 2006-11-21 | $0.0938 | 0.71% |
| 2007-02-28 | $0.1025 | 0.69% |
| 2007-06-06 | $0.1025 | 0.67% |
| 2007-08-29 | $0.1025 | 0.72% |
| 2007-11-28 | $0.1025 | 0.60% |
| 2008-02-27 | $0.1113 | 0.69% |
| 2008-06-04 | $0.1113 | 0.68% |
| 2008-08-27 | $0.1113 | 0.73% |
| 2008-11-25 | $0.1113 | 0.92% |
| 2009-02-25 | $0.1182 | 0.96% |
| 2009-06-03 | $0.1182 | 0.82% |
| 2009-08-26 | $0.1182 | 0.82% |
| 2009-11-24 | $0.1182 | 0.91% |
| 2010-02-24 | $0.1250 | 1.07% |
| 2010-06-02 | $0.1250 | 1.02% |
| 2010-08-25 | $0.1250 | 0.92% |
| 2010-11-23 | $0.1250 | 0.96% |
| 2011-03-02 | $0.1375 | 1.02% |
| 2011-06-01 | $0.1375 | 0.95% |
| 2011-08-24 | $0.1375 | 1.00% |
| 2011-11-22 | $0.1375 | 1.01% |
| 2012-02-29 | $0.1500 | 0.99% |
| 2012-05-31 | $0.1500 | 0.92% |
| 2012-08-29 | $0.1500 | 0.88% |
| 2012-11-28 | $0.1500 | 0.88% |
| 2013-02-27 | $0.1650 | 0.91% |
| 2013-05-30 | $0.1650 | 0.87% |
| 2013-08-28 | $0.1650 | 0.81% |
| 2013-11-26 | $0.1650 | 0.77% |
| 2014-02-26 | $0.1812 | 0.79% |
| 2014-05-29 | $0.1812 | 0.74% |
| 2014-08-27 | $0.1812 | 0.75% |
| 2014-11-25 | $0.1812 | 0.70% |
| 2015-02-25 | $0.1925 | 0.73% |
| 2015-05-27 | $0.1925 | 0.76% |
| 2015-08-26 | $0.1925 | 0.77% |
| 2015-11-24 | $0.1925 | 0.77% |
| 2016-02-24 | $0.2175 | 0.75% |
| 2016-05-26 | $0.2175 | 0.73% |
| 2016-08-26 | $0.2175 | 0.70% |
| 2016-11-22 | $0.2175 | 0.76% |
| 2017-02-24 | $0.2457 | 0.76% |
| 2017-05-25 | $0.2457 | 0.70% |
| 2017-08-23 | $0.2457 | 0.65% |
| 2017-11-22 | $0.2457 | 0.63% |
| 2018-02-26 | $0.2775 | 0.71% |
| 2018-06-04 | $0.2775 | 0.68% |
| 2018-08-29 | $0.2775 | 0.65% |
| 2018-11-29 | $0.2775 | 0.62% |
| 2019-02-27 | $0.3125 | 0.66% |
| 2019-05-31 | $0.3125 | 0.63% |
| 2019-08-28 | $0.3125 | 0.56% |
| 2019-11-27 | $0.3125 | 0.53% |
| 2020-02-27 | $0.3500 | 0.52% |
| 2020-06-01 | $0.3500 | 0.55% |
| 2020-08-27 | $0.3500 | 0.50% |
| 2020-11-25 | $0.3500 | 0.47% |
| 2021-02-25 | $0.3850 | 0.52% |
| 2021-06-01 | $0.3850 | 0.53% |
| 2021-08-26 | $0.3850 | 0.46% |
| 2021-11-24 | $0.3850 | 0.44% |
| 2022-02-28 | $0.4250 | 0.55% |
| 2022-05-27 | $0.4250 | 0.57% |
| 2022-08-29 | $0.4250 | 0.48% |
| 2022-11-23 | $0.4250 | 0.51% |
| 2023-02-27 | $0.4680 | 0.64% |
| 2023-05-26 | $0.4680 | 0.64% |
| 2023-08-29 | $0.4680 | 0.69% |
| 2023-11-22 | $0.4680 | 0.81% |
| 2024-02-26 | $0.5150 | 0.91% |
| 2024-06-03 | $0.5150 | 0.64% |
| 2024-08-30 | $0.5150 | 0.64% |
| 2024-11-22 | $0.5150 | 0.67% |
| 2025-02-28 | $0.5670 | 0.82% |
| 2025-06-02 | $0.5670 | 0.80% |
| 2025-08-28 | $0.5670 | 0.77% |
| 2025-11-21 | $0.5670 | 0.67% |
| 2026-02-27 | $0.6230 | 0.68% |
| Total | 171 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-04-14 to 2026-04-14. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2021-06-01 | $48.65 | $9.73 | $0.08 | 0.5386 |
| 2021-08-26 | $48.86 | $9.77 | $0.08 | 0.4655 |
| 2021-11-24 | $49.04 | $9.81 | $0.08 | 0.4490 |
| 2022-02-28 | $54.33 | $10.87 | $0.09 | 0.5542 |
| 2022-05-27 | $54.56 | $10.91 | $0.09 | 0.5626 |
| 2022-08-29 | $54.80 | $10.96 | $0.09 | 0.5028 |
| 2022-11-23 | $55.01 | $11.00 | $0.09 | 0.5172 |
| 2023-02-27 | $60.82 | $12.16 | $0.10 | 0.6758 |
| 2023-05-26 | $61.14 | $12.23 | $0.10 | 0.6604 |
| 2023-08-29 | $61.45 | $12.29 | $0.10 | 0.7267 |
| 2023-11-22 | $61.79 | $12.36 | $0.10 | 0.8584 |
| 2024-02-26 | $68.44 | $13.69 | $0.11 | 0.9907 |
| 2024-06-03 | $68.95 | $13.79 | $0.11 | 0.7084 |
| 2024-08-30 | $69.31 | $13.86 | $0.11 | 0.6873 |
| 2024-11-22 | $69.66 | $13.93 | $0.11 | 0.7318 |
| 2025-02-28 | $77.11 | $15.42 | $0.12 | 0.8774 |
| 2025-06-02 | $77.61 | $15.52 | $0.12 | 0.8833 |
| 2025-08-28 | $78.11 | $15.62 | $0.13 | 0.8651 |
| 2025-11-21 | $78.60 | $15.72 | $0.13 | 0.7518 |
| 2026-02-27 | $86.83 | $17.37 | $0.14 | 0.7393 |
| Total | $1285.10 | $257.02 | $2.06 | 13.7463 |
All calculations use split-adjusted closing prices. Dividends are reinvested on the ex-dividend date at that day's closing price.
For each rolling window, returns are calculated at every possible starting point:
return = (value[i] ÷ value[i − windowSize] − 1) × 100
- Windows
- 1-month = 21 trading days, 1-year = 252 trading days, 3-year = 756 trading days.
- Statistics
- Average: arithmetic mean. Median: middle value when sorted. Best / Worst: max and min. % Positive: share of windows with return > 0.
The series is segmented by calendar year:
return = (endValue ÷ startValue − 1) × 100
startValue is the last value of the prior year (or the first value for the initial year). Partial first/last years are flagged. Dividends, taxes, and transaction costs are scaled proportionally to the initial investment.