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

If the Market Crashes, Will Utility Stocks Protect Your Portfolio?

Utility stocks have historically provided some downside protection during market crashes, as seen during the dot-com bubble and 2008 financial crisis. However, rising interest rates, bond competition, and potential AI bubble risks limit their protective value today. While utilities should offer partial protection, they won't fully shield portfolios from steep market downturns.

11/05/2026, 4:44 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

Constellation Energy vs. NextEra Energy: Which Utilities Stock Is a Better Buy for 2027?

The article compares two major utility stocks for 2027 investment. Constellation Energy leads in nuclear power generation with high-profile data center contracts, while NextEra Energy combines a regulated Florida utility with renewable energy development. Constellation is recommended despite NextEra's lower valuation, citing Constellation's strategic positioning in the growing AI data center power demand.

11/02/2026, 3:52 PM • The Motley Fool

The Energy Transition in 5 Numbers: Where Solar, Nuclear, and Gas Stand Heading Into 2027

Global electricity demand is projected to grow 3.8% next year, driven by AI data centers, manufacturing reshoring, and EV adoption. Solar will lead growth with 600 TWh annually through 2027, while nuclear capacity will expand through plant restarts and uprates. Natural gas serves as a bridge fuel with 48 GW needed by 2035 to meet data center demand. Data center energy consumption could reach 945 TWh by 2030 and 1,200 TWh by 2035.

10/28/2026, 11:45 AM • 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

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. Constellation Energy: Which Energy Stock Is an AI-Driven Buy in 2026?

The article compares two energy stocks positioned to benefit from AI data center demand: Bloom Energy, which manufactures solid oxide fuel cell systems for on-site power generation with 85% projected revenue growth but high valuation multiples and profitability challenges; and Constellation Energy, the largest U.S. nuclear power operator with more modest but stable growth, strong cash flow, and lower valuation metrics. The author recommends Constellation Energy for long-term investors due to its reasonable valuation and reliable earnings, while cautioning that Bloom's history as a volatile stock warrants caution despite its growth potential.

10/16/2026, 4:47 PM • The Motley Fool

The Average Electric Utility Bill Is $147 a Month. Here's How Much You'd Need in Utility Stocks to Cover It.

With average U.S. electricity bills rising to $147 per month since 2021, an unconventional strategy involves investing in dividend-paying utility stocks to generate income that covers power costs. Investors would need approximately $60,000 invested in utility stocks yielding around 3.1% to generate the $1,764 needed annually to cover average electricity bills.

10/16/2026, 4:18 AM • The Motley Fool

AI Needs More Power Than the Grid Can Give, and These 7 Stocks Sell the Fix

AI data centers face a significant electricity shortage, with the U.S. alone projected to have a 32-gigawatt shortfall by 2028. The article identifies seven stocks positioned to benefit from this power crisis: utility companies with nuclear capabilities (Constellation Energy, NextEra Energy, Vistra), equipment manufacturers for power generation and management (GE Vernova, Bloom Energy, Eaton, Vertiv). These companies are capitalizing on growing demand for alternative power solutions and energy-efficient infrastructure.

10/15/2026, 8:30 AM • The Motley Fool

This Utility Has Raised Its Dividend for 31 Straight Years. Here's the 1 Number I'd Check Before Buying.

NextEra Energy has increased its dividend for 31 consecutive years and plans ~10% annual growth through 2026, followed by ~6% increases in 2027-2028. The key metric to evaluate is the dividend payout ratio, which stands at 62-64% against 2026 earnings guidance—a manageable level for a regulated utility. With strong earnings growth targets of at least 8% annually through 2035 and rising electricity demand, NextEra's dividend appears sustainable for another decade.

10/14/2026, 4:30 AM • 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

AI Data Centers Are Power Hungry. These 6 Power and Cooling Stocks Could Benefit Through 2030.

AI power demand is expected to double between 2024 and 2030, reaching 945 terawatt-hours annually. This massive growth in electricity consumption presents significant investment opportunities across the power and cooling supply chain, benefiting companies that provide fuel cells, electrical components, cooling systems, turbines, and utility services.

10/10/2026, 9:15 AM • The Motley Fool