NextEra Energy (NYSE: NEE) director receives 49 phantom stock units
Rhea-AI Filing Summary
NextEra Energy reported that one of its directors acquired 49 phantom stock units on 12/15/2025 under the company’s Deferred Compensation Plan. These units approximate shares of common stock by tracking the value of the company stock fund in the retirement savings plan, including amounts attributable to reinvested dividends and a mix of stock and cash.
Phantom stock units are unfunded theoretical units credited to the director’s account and are payable in cash at the end of the deferral period. This transaction used the closing price of the company’s common stock of $81.65 on the NYSE to value the units, bringing the director’s direct beneficial ownership in phantom stock units to 7,101.
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Insider Trade Summary
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Grant/Award | Phantom Stock Units | 49 | $81.65 | $4K |
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 on 12/15/2025?
A director of NextEra Energy acquired 49 phantom stock units on 12/15/2025 under the company’s Deferred Compensation Plan, as reported in a Form 4.
What are phantom stock units in NextEra Energy’s deferred compensation plan?
Phantom stock units represent unfunded theoretical units credited to a participant’s account under the Deferred Compensation Plan. They approximate a number of shares of common stock by tracking a company stock fund in the Retirement Savings Plan and are ultimately payable in cash at the end of the deferral period.
How are NextEra Energy phantom stock units valued for this transaction?
The 49 phantom stock units were valued using the closing price of NextEra Energy’s common stock on the NYSE on the relevant date, which was $81.65. This price is used to value units in the company stock fund.
How many phantom stock units does the director beneficially own after this transaction at NextEra Energy (NEE)?
After acquiring 49 additional phantom stock units, the director beneficially owns 7,101 phantom stock units on a direct basis.
Do NextEra Energy phantom stock units pay dividends?
Amounts deferred under the plan include amounts attributable to reinvested dividends, which are deemed invested in additional unfunded theoretical units linked to the company stock fund.
Are NextEra Energy phantom stock units settled in stock or cash?
Accounts tied to these phantom stock units are payable in cash at the end of the deferral period, not in actual shares of common stock.