NextEra Energy (NYSE: NEE) director reports new phantom stock units
Rhea-AI Filing Summary
NextEra Energy director reported acquiring 42 phantom stock units on 12/15/2025 under the company’s deferred compensation plan. These units track the value of NextEra Energy common stock but are unfunded theoretical units held in a cash-settled account.
The units were valued using the $81.65 closing price of NextEra Energy common stock on the NYSE for that date. After this transaction, the director beneficially owns 6,518 phantom stock units, which are payable in cash at the end of the deferral period.
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Insider Trade Summary
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Grant/Award | Phantom Stock Units | 42 | $81.65 | $3K |
Footnotes (1)
- Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock attributable to phantom units credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan (the "Plan"). Amounts deferred under the Plan, including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units equal to the number of units which would have been credited if the deferred amounts had been invested in the Issuer's company stock fund in its Retirement Savings Plan (the "Stock Fund"). The Stock Fund is accounted for in units of a unitized pool of stock and cash. Phantom Stock Units are estimated based on the number of theoretical units credited to the reporting person. Accounts are payable in cash at the end of the deferral period. Closing price of Issuer's common stock on NYSE on the relevant date (price used to value units in the Stock Fund). Differences in holdings between any given dates may result from varying percentages of cash and stock held in the Stock Fund on those dates.
FAQ
What insider transaction did NextEra Energy (NEE) report in this Form 4?
A director of NextEra Energy reported acquiring 42 phantom stock units on 12/15/2025 under the company’s deferred compensation plan, bringing total beneficial ownership to 6,518 phantom stock units.
What are phantom stock units in NextEra Energy’s deferred compensation plan?
Phantom stock units approximate the number of phantom shares of NextEra Energy common stock credited to the director’s account. Deferred amounts, including amounts attributable to reinvested dividends, are deemed invested in unfunded theoretical units linked to the company’s stock fund, which is accounted for as a unitized pool of stock and cash.
At what price were the new phantom stock units valued for the NextEra Energy (NEE) director?
The 42 phantom stock units were valued using the $81.65 closing price of NextEra Energy common stock on the NYSE on the relevant date, which is the price used to value units in the stock fund.
How many phantom stock units does the NextEra Energy director own after this transaction?
Following the reported transaction, the director beneficially owns 6,518 phantom stock units under the deferred compensation plan.
How are dividends treated for phantom stock units in the NextEra Energy deferred compensation plan?
Amounts deferred under the plan, including amounts attributable to reinvested dividends, are treated as invested in unfunded theoretical units, as if the deferred amounts had been invested in the company’s stock fund.
How and when are amounts under the NextEra Energy deferred compensation plan paid out?
Accounts tied to these phantom stock units are payable in cash at the end of the deferral period, rather than in actual shares of common stock.