A Motley Fool comparison of GE Vernova and NextEra Energy favours GE Vernova as the better buy for 2027, citing surging demand for electricity. GE Vernova made $38.1 billion in revenue in FY 2025, up about 8.9%, with net income near $4.9 billion and free cash flow near $3.7 billion. It carries no debt relative to equity. Its backlog of grid equipment orders is up about 60% from a year ago. NextEra Energy reported revenue of $27.5 billion, up about 11%, and net income near $6.8 billion. Its debt-to-equity ratio is about 1.8x, and free cash flow was near $3.2 billion. NextEra looks cheaper on forward price-to-earnings, at 22.0x against 26.3x. The author prefers GE Vernova because NextEra's grid and renewable spending is costly.

NextEra Energy (NEE) ranks among top utility dividend Stocks with a 3.03% yield. By Joel Kornblau, Editor, Energy Stock Channel, Friday, October 30, 2026, 7:26 AM ET NextEra Energy Inc. (NEE) has been named a top 10 utility dividend stock in Dividend Channel's weekly DividendRank report. The ranking cited a 3.03% dividend yield, along with valuation, profitability and long-term growth metrics that the report considers attractive relative to other utilities. Why NextEra Energy made the ranking. DividendRank screens for companies that combine profitability with an attractive valuation. For NextEra Energy, the report also highlighted its quarterly dividend history and multiyear growth in key fundamental measures. The ranking identifies a stock for closer examination; it does not, by itself, establish that the dividend is sustainable or that the shares are inexpensive. Dividend yield and payment history. The dividend data provided for NextEra Energy shows an annualized payment of $2.4928 per share, paid in quarterly installments. At a reported yield of 3.03%, that annualized amount reflects the share price used when the yield was calculated. Dividend yields change as share prices move, even when the payment remains unchanged. The data also lists November 27, 2026, as an ex-dividend date. An ex-dividend date determines whether a purchase qualifies for the associated declared payment; it does not indicate whether future dividends will be maintained or increased. The chart below provides a longer-term view of NEE's dividend payments. A company's dividend history helps show how its payments have developed, but past increases should be weighed against current earnings, cash generation and funding needs. What matters for dividend sustainability. NextEra Energy's dividend outlook depends on more than its historical payments. Its regulated utility operations and energy development businesses have substantial capital requirements, making cash generation, investment spending and access to financing important considerations. Debt costs and the timing of returns on new projects can also affect the capacity to support dividend growth. The 3.03% reported yield and the DividendRank placement summarize part of the income case for NEE. The more consequential question is whether future cash flows and financing capacity can support its dividend alongside its investment plans. For a wider view of the energy sector, review 10 Top DividendRank'ed Utility Stocks and compare the current list with the stock highlighted above.

PJM desperately needs grid batteries. Here's a way it could get some. The nation's biggest grid operator is about to start working on a fix that would make it much easier to add batteries to existing power plants and solar and wind farms. 29 October 2026 PJM Interconnection is finally taking steps that could let a lot of new battery capacity connect to its grid without eons of delay. PJM is the biggest grid operator in the U.S., serving customers across 13 mid-Atlantic, Midwestern, and Southern states. Its grid is notoriously bogged down and congested, especially now that data centers are clamoring for more power, and that's leading to high electricity prices in its territory. Among other shortcomings, it's been falling behind its counterparts elsewhere in the country in pursuing a straightforward solution: allowing power plants to add batteries on-site in order to get more out of grid connections that aren't always used to full capacity. The Federal Energy Regulatory Commission has directed grid operators to pave the way for these kinds of battery additions under Surplus Interconnection Service (SIS) rules. The idea is to let existing power plants - mainly solar and wind farms - add batteries that can soak up excess power when it's not needed, and then inject it through existing grid connections when power plants aren't generating at their full potential. That could be particularly valuable when region-wide demand for electricity spikes, usually on hot summer afternoons or cold winter mornings. PJM has seen the cost of capacity resources to keep the grid running during these times skyrocket over the past few years, largely due to pressures to supply power to proposed data centers. But PJM has been a laggard in reforming its SIS procedures, according to grid experts and clean energy groups that have been pushing for changes for years. It has approved very few such projects, even as grid operators in other regions have crafted regulations and processes that have opened the door to tens of gigawatts of SIS capacity. Now - better late than never - PJM has agreed to kick off a stakeholder process to reform its market rules to clear the way for SIS battery additions. Its Market Implementation Committee is set to consider the next steps at its Nov. 4 meeting, according to Jon Gordon, a senior director at clean-energy trade group Advanced Energy United. If a plan wins approval, PJM could complete work on the changes and seek FERC's permission as early as April 2027 to enact them. How surplus interconnection could bring batteries online fast. Taking advantage of SIS opens up huge opportunities. "It's clearly catching on" in other parts of the country, said Gavin Ahern, co-founder of Surplus Interconnection, which consults with power plant owners on adding capacity through these approaches. His company has tracked 44 gigawatts of historical SIS project requests as of mid-2026, about 80% of them in the form of proposals to add batteries to existing projects. Some notable projects that have been proposed or approved include the addition of batteries to North Dakota wind farms by NextEra Energy and Great River Energy and to gas power plants in California, and the addition of solar power to gas plants in Illinois. For clean energy developers looking to boost the value of their projects and supply capacity to meet booming data center demand, SIS is a no-brainer, Ahern said. "Renewable energy developers have been among the quickest to see the potential," he said. "They're looking to get more out of sites they've already paid to connect." The lion's share of this activity is in the territories of two Midwestern grid operators: Midcontinent Independent System Operator, with 14.8 GW proposed across 138 active requests, and Southwest Power Pool, with 14.3 GW proposed across 89 active requests. Another 6 GW across 51 active requests are pending across the U.S. West, and the Southeast has 1 GW proposed across 29 active requests. But in PJM, only 14 SIS requests have been submitted, and of those, only two have been approved, as of the grid operator's most recent update in November 2025. That's wasting an enormous amount of potential, according to data from Umed Paliwal, a principal scientific engineering associate in the Electricity Markets and Policy Department at Lawrence Berkeley National Laboratory. His research indicates that PJM could add 24 GW of energy storage through surplus interconnection at existing power plant sites. (Paliwal also estimates that PJM could add 102 GW of solar and 28 GW of wind through SIS by building solar and wind farms that share the grid connections of gas peaker plants, which generally fire up only when demand peaks, leaving a lot of capacity for renewable energy to flow during the majority of the year.) Using SIS to get projects going could help developers save more than $31 billion in interconnection costs and grid upgrades, according to Paliwal. What's more, since they're riding on existing grid connections, SIS projects can add their capacity within one to two years - far faster than new power plants and battery installations, which face yearslong wait times in PJM's backlogged interconnection queues. This chart from decarbonization think tank RMI shows how much more quickly SIS can bring new resources online than PJM's standard interconnection process. "We have members who are really rip-roaring to go on this," said Gordon of Advanced Energy United. "What I've learned is that the devil's really in some of the wonky details that have become obstacles to solving this problem." What's the holdup? So what has been holding SIS back in PJM? The answer can be broken into two parts: First, PJM needs to fix its approach to studying SIS projects' impacts on its grid. Then, it needs to fix its approach to how those projects operate in its energy and capacity markets.