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# NextEra Energy And NextEra Energy Partners: The Weather Blows Favorable Tailwinds (Archive)
- URL: https://www.huntingalphas.com/nextera-energy-and-nextera-energy-partners-the-weather-blows-favorable-tailwinds-archive/
- Published: 2024-09-25T07:45:00.000Z
- Updated: 2026-02-27T13:31:26.000Z
- Description: La Niña-fueled winds boost NextEra’s earnings, but fair valuations cap near-term upside.
- Author: Vish (Hunting Alphas)
- Tags: 5-Minute Pitches, #noindex, Archive, #sa-origin, Utilities, XIFR

*This 5-Minute Pitch was originally published on Seeking Alpha before the launch of the Hunting Alphas website. It is shared here to showcase my previous work and track record. New 5-Minute Pitches published on this site will not be disseminated anywhere else.*

## Elevator Pitch

- NextEra Energy is the leading US Wind Energy player. NextEra Energy Partners' generation portfolio is also heavily geared toward wind power, making fundamental drivers of wind energy highly relevant.
- A 71% chance of entering La Niña climate conditions in the next 2-3 months is likely to lead to increased wind speeds for NextEra's wind farms, boosting generation.
- Valuations are near fair value for both NEE and NEP, leaving little margin of safety for buys. Relative technicals also do not inspire much confidence.
- Key thesis monitorables include weather and climate. Distribution coverage is an additional key risk to track for NEP.
- From a ranking perspective, I prefer NEE, then NEP, NEEPRS, and NEP.PR.R, in that order. I believe equity exposure is needed to benefit from the weather- and climate-related catalyst.

Read the full article [here](https://seekingalpha.com/article/4723128-nextera-energy-and-nextera-energy-partners-the-weather-blows-favorable-tailwinds?ref=huntingalphas.com).

#### Disclosures and Disclaimers

**Past performance ≠ future results. Not investment advice. See* [**full Disclaimer*](https://www.huntingalphas.com/disclaimer/)**.*