NextEra director granted 67 phantom stock units
Rhea-AI Filing Summary
NextEra Energy Inc. (NEE) reported that director Nicole S. Arnaboldi received an acquisition of 67 Phantom Stock Units on September 15, 2026, as a grant/award under the company’s deferred compensation arrangements, valued using the $81.07 closing price of the common stock on the NYSE that day.
Following this grant, Arnaboldi holds a total of 8,542 Phantom Stock Units, which represent unfunded theoretical units credited under the NextEra Energy, Inc. Deferred Compensation Plan and are payable in cash at the end of the deferral period.
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Insider Trade Summary
Grant/Award: 67 shares
Grant/Award
1 txn
Insider
Arnaboldi Nicole S
Role
Director
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Grant/Award | Phantom Stock Units F1, F2, F3 | 67 | $81.07 | $5K |
Holdings After Transaction:
Phantom Stock Units — 8,542 contracts (Direct)
Footnotes (3)
- F1. 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.
- F2. Closing price of Issuer's common stock on NYSE on the relevant date (price used to value units in the Stock Fund).
- F3. Differences in holdings between any given dates may result from varying percentages of cash and stock held in the Stock Fund on those dates.
Key Figures
Phantom Stock Units granted: 67 units
Reference price per unit: $81.07 per unit
Total Phantom Stock Units after transaction: 8,542 units
3 metrics
Phantom Stock Units granted
67 units
Grant/award acquisition on September 15, 2026
Reference price per unit
$81.07 per unit
Closing price of NextEra Energy common stock on NYSE used to value units in the Stock Fund
Total Phantom Stock Units after transaction
8,542 units
Director’s Phantom Stock Unit balance following the September 15, 2026 grant
Key Terms
Phantom Stock Units, Deferred Compensation Plan, unitized pool of stock and cash, reinvested dividends
4 terms
Phantom Stock Units financial
"Phantom Stock Units approximate the number of phantom shares of the Issuer's common stock"
Phantom stock units are company promises that pay a cash or stock-equivalent award tied to the firm’s share price or value growth, but they do not issue actual shares. Think of them as a bonus check that moves with the stock like a mirror rather than handing over an ownership slice. Investors care because these awards can affect a company’s future cash obligations, executive incentives and reported expenses without causing share dilution.
Deferred Compensation Plan financial
"credited to the reporting person's account under the NextEra Energy, Inc. Deferred Compensation Plan"
A deferred compensation plan is an arrangement where an employer agrees to pay part of an employee’s pay or bonus at a later date instead of immediately, often to reduce current tax bills or to tie rewards to long-term performance. For investors it matters because these promises create future cash obligations and influence executive incentives and retention; they can affect a company’s reported liabilities, cash flow planning and the risk profile if the business faces financial trouble.
unitized pool of stock and cash financial
"The Stock Fund is accounted for in units of a unitized pool of stock and cash"
reinvested dividends financial
"including amounts attributable to reinvested dividends, are deemed to be invested"
Reinvested dividends are payouts a shareholder receives from a company that are automatically used to buy additional shares instead of being taken as cash. For investors this acts like planting dividends back into the portfolio so each future payout can come from a slightly larger holding, helping returns compound over time and showing the difference between income you spend today and total growth of your investment.
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What insider transaction did NextEra Energy (NEE) report for Nicole S. Arnaboldi?
NextEra Energy reported that director Nicole S. Arnaboldi acquired 67 Phantom Stock Units on September 15, 2026 as a grant or award under the company’s deferred compensation arrangements.
How many Phantom Stock Units does Nicole S. Arnaboldi hold after this Form 4 for NEE?
After the reported grant, Nicole S. Arnaboldi holds 8,542 Phantom Stock Units credited to her account under the NextEra Energy, Inc. Deferred Compensation Plan.
What was the reference price used for valuing the Phantom Stock Units in the NEE Form 4?
The units were valued using $81.07 per unit, which is disclosed as the closing price of NextEra Energy’s common stock on the NYSE on the relevant date for valuing units in the company’s Stock Fund.
Are the Phantom Stock Units reported for NEE’s director settled in stock or cash?
The Phantom Stock Units are unfunded theoretical units under the Deferred Compensation Plan and the related accounts are payable in cash at the end of the applicable deferral period, not settled in actual shares.
What plan governs the Phantom Stock Units granted to the NEE director?
The Phantom Stock Units are credited under the NextEra Energy, Inc. Deferred Compensation Plan, where deferred amounts and reinvested dividends are deemed invested in unfunded theoretical units linked to the company’s Stock Fund.
Does the Form 4 for NEE indicate trades under a Rule 10b5-1 plan?
No. The filing’s Rule 10b5-1 checkbox is not affirmed, and there is no footnote stating that the reported Phantom Stock Unit grant was made under a Rule 10b5-1 or other pre-arranged trading plan.
AI-generated analysis. How Rhea-AI works. Not financial advice.