These 6 Utility Stocks Offer Income and a Link to Power Demand

Six major U.S. utility stocks are positioned to benefit from expected 60% growth in electricity demand between 2025 and 2045. NextEra Energy, Duke Energy, Southern Company, American Electric Power, Dominion Energy, and Xcel Energy all offer dividend yields ranging from 2.8% to 3.8% and have substantial capital investment plans supporting earnings growth of 5-9% annually.

11/06/2026, 8:15 AM • The Motley Fool

Mine, Enrich, Build, Operate: Which Link in the Nuclear Supply Chain Is the Best Stock Right Now?

With electricity demand projected to grow 60% between 2025-2045, nuclear power is increasingly important. The article analyzes different investment options across the nuclear supply chain: Oklo (SMR builder), Cameco (uranium producer), NextEra Energy (nuclear utility), and Constellation Energy (nuclear operator). For most investors, NextEra and Constellation offer the best risk-reward balance, with NextEra suited for conservative income investors and Constellation for growth investors.

11/04/2026, 10:15 PM • The Motley Fool

Dominion Energy: 3 Key Takeaways for Long-Term Investors

Dominion Energy raised full-year 2026 earnings guidance to the top half of its range, driven by strong data center demand with over 54 gigawatts of contracted capacity. The company's Coastal Virginia Offshore Wind project remains on budget at $11.65 billion, and management accelerated 4 gigawatts of solar and 2 gigawatts of battery storage deployment. The utility benefits from exclusive service territories and a regulatory framework supporting large capital investments, with a proposed combination with NextEra Energy offering additional operational scale.

11/02/2026, 9:42 PM • The Motley Fool

NextEra Expects to Grow Its Dividend 6% a Year Through 2028. Here's Why That's Enough.

NextEra Energy is slowing its dividend growth to 6% annually through 2028, down from previous 10% growth rates. This slowdown is strategic, allowing the company to conserve cash for its pending Dominion Energy merger and expansion of energy infrastructure for AI data centers. Despite lower dividend growth, the company's 8%+ earnings growth guidance through 2032, combined with current valuation below recent averages, positions it for solid total returns through stock price appreciation.

10/28/2026, 8:47 AM • The Motley Fool

U.S. Power Demand Is Set to Jump 20% by 2030. Here's What It Means for Energy Stocks.

U.S. electricity demand is projected to surge 20% by 2030, driven by AI data centers, electric vehicle adoption, and manufacturing growth. This shift benefits regulated utilities, independent power producers with long-term contracts, and equipment manufacturers. Investors can choose between stable utility stocks, higher-upside power producers, or equipment manufacturers based on risk tolerance.

10/24/2026, 7:42 AM • The Motley Fool

NextEra Energy: 3 Key Takeaways for Long-Term Investors

NextEra Energy announced Q3 2026 results targeting the high end of its earnings guidance, driven by surging electricity demand from data centers and electrification. The company added 3.7 gigawatts of renewables to its backlog, achieved over two-thirds of its 2026-2029 development targets, and recontracted 1,400 megawatts of renewables at a $20/MWh premium. NextEra's fee-based federal hubs strategy allows it to monetize data center demand without capital risk, while the pending Dominion Energy merger is expected to close in H2 2027.

10/22/2026, 12:57 PM • The Motley Fool

Bloom Energy vs. NextEra Energy: Which Industrials Stock Is a Better Buy in 2026?

Bloom Energy, a high-growth fuel cell company serving AI data centers, shows strong 37% revenue growth but remains unprofitable with high valuation multiples. NextEra Energy, a mature utility giant, offers lower valuation, steady profitability, and a 3.2% dividend yield. The choice depends on investor risk tolerance: Bloom Energy suits aggressive growth investors, while NextEra appeals to value and income-focused investors.

10/12/2026, 11:25 AM • The Motley Fool

3 Dividend Stocks Riding the Same Nuclear Build-Out From Different Angles

The nuclear power sector is experiencing a renaissance driven by AI and electric vehicle demand. While high-risk upstarts like Oklo and NuScale offer cutting-edge technology, they are unprofitable with minimal revenue. Safer alternatives include dividend stocks: Constellation Energy (high growth, low yield), NextEra Energy (balanced growth and income), and Brookfield Renewable (high yield with diversified clean energy assets).

10/12/2026, 10:15 AM • The Motley Fool

The Median Utility Bill is $363 a Month. Here's How Much You'd Need in NextEra Energy Stock to Cover It Every Month.

U.S. households pay a median of $363 monthly ($4,356 annually) in utility bills, rising faster than inflation. An investor would need approximately 2,058 shares of NextEra Energy (worth ~$156,500) to generate enough dividend income to cover these costs after taxes. While NextEra has a 32-year dividend growth track record averaging 10%, management has guided for slower 6% growth going forward, and the pending Dominion Energy merger creates uncertainty.

10/01/2026, 5:20 AM • The Motley Fool

Recession Fears Are Back. These 3 Steps Can Prepare Your Investments for a Bear Market

With recession fears mounting due to high inflation and Federal Reserve rate increases, investors should prepare for a potential bear market. The article recommends three steps: assess your emotional tolerance for losses, accumulate cash reserves for opportunities, and shift toward recession-resistant sectors like consumer staples and utilities.

09/30/2026, 8:15 AM • The Motley Fool

2 Green Flags and 2 Red Flags for Nuclear Stocks After This Year's Sell-Off

Nuclear power stocks present significant opportunities driven by expected 60% growth in U.S. electricity demand through 2045, particularly from AI and electric vehicles. However, investors should be cautious about high valuations, funding challenges for expensive reactor construction, and unproven small modular reactor technology. While established utilities like NextEra offer relative value, newer entrants remain unprofitable and speculative.

09/25/2026, 8:15 PM • The Motley Fool

Wynson Securities Limited Announces Continued Progress on NextEra Energy and Dominion Energy Combination

NextEra Energy and Dominion Energy announced continued progress on their proposed all-stock combination following shareholder approval on September 3, 2026. The merger would create one of the largest U.S. electric utility platforms serving approximately 10 million customer accounts across Florida, Virginia, North Carolina, and South Carolina, with combined generation capacity of 110 gigawatts. Dominion Energy shareholders will receive 0.8138 NextEra Energy shares per share owned, with the transaction expected to close in the second half of 2027, pending regulatory approvals.

09/11/2026, 12:58 AM • GlobeNewswire

Better Energy Play: NextEra vs. Constellation Energy

NextEra Energy and Constellation Energy are both positioned to benefit from surging electricity demand driven by AI data center growth, but take different approaches. NextEra operates as a traditional regulated utility with renewable energy focus and offers higher dividend yield (3%), while Constellation is an independent nuclear power producer with greater growth potential but higher volatility. Constellation's stock has fallen 20% in 2026, creating a potential entry point, whereas NextEra is pursuing a major acquisition of Dominion Energy facing regulatory scrutiny.

09/03/2026, 12:15 PM • The Motley Fool

I'd Rather Bet on AI's Electric Bill Than Its Chips. Here's Why.

Rather than betting on which AI chip company will dominate, the author advocates for investing in electricity and utility stocks. Using a 'picks-and-shovels' investment strategy, he argues that regardless of which chipmaker wins the AI race, all AI systems require reliable electricity. He recommends utility stocks like NextEra Energy, Southern Company, Brookfield Renewable Partners, and Black Hills as safer bets that benefit from AI growth while providing dividend income.

08/29/2026, 12:15 PM • The Motley Fool

2 Dividend Stocks Compounding Quietly While Oil Headlines Distract Everyone

Brookfield Renewable and NextEra Energy are highlighted as stable, high-yielding dividend stocks insulated from volatile oil and gas prices. Both companies benefit from long-term renewable energy contracts and growing demand from cloud, AI, and manufacturing sectors. Brookfield Renewable offers a 4.8% dividend yield with 5-9% annual growth targets, while NextEra Energy provides a 3% yield with 10% annual dividend growth and a planned merger with Dominion Energy.

08/25/2026, 4:10 PM • The Motley Fool