Director Nicole Arnaboldi granted 392 Phantom Stock Units at NextEra Energy (NYSE: NEE)
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
Arnaboldi Nicole S reported acquisition or exercise transactions in this Form 4 filing.
NextEra Energy Inc. director Nicole S. Arnaboldi received 392 Phantom Stock Units on the company’s Deferred Compensation Plan, valued using a $92.73 closing price for the common stock on the NYSE. After this compensation-related grant, her account reflects 8,003 Phantom Stock Units.
These units are unfunded theoretical credits tied to the performance of a unitized pool of NextEra stock and cash in the company’s Stock Fund. Amounts deferred, including reinvested dividends, accumulate as Phantom Stock Units and are ultimately payable in cash at the end of the elected deferral period.
Positive
- None.
Negative
- None.
Insider Trade Summary
1 transaction reported
Mixed
1 txn
Insider
Arnaboldi Nicole S
Role
Director
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Grant/Award | Phantom Stock Units | 392 | $92.73 | $36K |
Holdings After Transaction:
Phantom Stock Units — 8,003 shares (Direct)
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.
Key Figures
Phantom Stock Units granted: 392 units
Valuation price per unit: $92.73 per unit
Total Phantom Stock Units after grant: 8,003 units
3 metrics
Phantom Stock Units granted
392 units
Grant under Deferred Compensation Plan on April 6, 2026
Valuation price per unit
$92.73 per unit
Closing price of common stock on NYSE used for crediting units
Total Phantom Stock Units after grant
8,003 units
Director’s Deferred Compensation Plan balance following transaction
Key Terms
Phantom Stock Units, Deferred Compensation Plan, unitized pool of stock and cash, unfunded theoretical units, +1 more
5 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."
unfunded theoretical units financial
"are deemed to be invested in a number of unfunded theoretical units equal to the number of units..."
reinvested dividends financial
"including amounts attributable to reinvested dividends, are deemed to be invested in a number of unfunded theoretical units..."
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
What did Nicole S. Arnaboldi report in this NextEra Energy (NEE) Form 4?
Nicole S. Arnaboldi reported receiving 392 Phantom Stock Units as a grant under NextEra Energy’s Deferred Compensation Plan. These units are compensation-related, mirror the value of company stock in a unitized stock-and-cash fund, and increase her total Phantom Stock Units to 8,003.
What are Phantom Stock Units in the NextEra Energy (NEE) Deferred Compensation Plan?
Phantom Stock Units represent unfunded theoretical units that mirror NextEra Energy’s company stock fund in its Retirement Savings Plan. Amounts deferred, plus reinvested dividends, are credited as units approximating common stock performance, but they do not deliver actual shares and are instead settled in cash later.
How were Nicole S. Arnaboldi’s Phantom Stock Units valued in this NextEra Energy (NEE) filing?
The 392 Phantom Stock Units were valued using the $92.73 closing price of NextEra Energy common stock on the NYSE for the relevant date. This price is used to determine how many units are credited in the Stock Fund’s unitized pool of stock and cash.
How many Phantom Stock Units does Nicole S. Arnaboldi hold after this NextEra Energy (NEE) grant?
After the reported grant, Nicole S. Arnaboldi’s account reflects 8,003 Phantom Stock Units. This total includes previously credited units plus the 392 new units granted, all tied to the value of NextEra’s unitized company stock and cash fund within the Deferred Compensation Plan.
How do reinvested dividends affect Phantom Stock Units in the NextEra Energy (NEE) plan?
Amounts attributable to reinvested dividends are added as more theoretical units within the Deferred Compensation Plan. This increases the number of Phantom Stock Units credited, allowing the account to track dividend-adjusted performance of NextEra Energy’s company stock fund over time.