Performance analysis of NextEra Energy Inc 7.299 Corporate Units (NEE-P-S)
Annual Return
Since Jun 26, 2024, NEE-P-S has had an average annual return of +9.53%, underperforming the benchmark SPY, which returned +17.38% annual.
| 2026 | 2025 | 2024 | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +7.57% | +14.19% | -1.74% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +7.15% | +3.30% | -0.72% | +5.47% | -8.84% | +0.44% | +1.37% | +7.57% | |||||
| 2025 | -0.06% | -0.47% | +0.40% | -2.98% | +4.52% | -1.01% | +2.02% | +2.21% | +3.49% | +5.33% | +4.75% | -4.33% | +14.19% |
| 2024 | -2.06% | +5.18% | +1.69% | +4.76% | -4.58% | -0.32% | -5.86% | -1.74% |
Drawdown analysis of NextEra Energy Inc 7.299 Corporate Units (NEE-P-S)
The maximum drawdown for the NEE-P-S was -17.50%, occurring on Apr 21, 2025. Recovery took 116 trading sessions.
The current NEE-P-S drawdown is -7.18%.
Since Jun 26, 2024 NEE-P-S has experienced the following drawdowns:
- 10% or more: 2 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -17.50% | Oct 3, 2024 | 135 | Apr 21, 2025 | 116 | Oct 6, 2025 | 251 |
| -10.73% | Apr 30, 2026 | 21 | Jun 1, 2026 | Ongoing | Ongoing | Ongoing |
| -5.81% | Nov 28, 2025 | 26 | Jan 7, 2026 | 12 | Jan 26, 2026 | 38 |
| -5.19% | Jul 12, 2024 | 3 | Jul 17, 2024 | 10 | Jul 31, 2024 | 13 |
| -3.99% | Feb 24, 2026 | 19 | Mar 23, 2026 | 22 | Apr 23, 2026 | 41 |
| -3.94% | Oct 27, 2025 | 8 | Nov 6, 2025 | 3 | Nov 11, 2025 | 11 |
| -3.43% | Jun 27, 2024 | 2 | Jul 1, 2024 | 7 | Jul 11, 2024 | 9 |
| -2.55% | Sep 13, 2024 | 4 | Sep 19, 2024 | 8 | Oct 1, 2024 | 12 |
| -2.43% | Nov 12, 2025 | 2 | Nov 14, 2025 | 8 | Nov 26, 2025 | 10 |
| -2.34% | Aug 2, 2024 | 1 | Aug 5, 2024 | 10 | Aug 19, 2024 | 11 |
| -2.27% | Sep 11, 2024 | 1 | Sep 12, 2024 | 1 | Sep 13, 2024 | 2 |
| -2.03% | Oct 15, 2025 | 5 | Oct 22, 2025 | 3 | Oct 27, 2025 | 8 |
| -1.86% | Feb 13, 2026 | 2 | Feb 18, 2026 | 3 | Feb 23, 2026 | 5 |
| -1.86% | Aug 26, 2024 | 4 | Aug 30, 2024 | 6 | Sep 10, 2024 | 10 |
| -1.80% | Apr 28, 2026 | 1 | Apr 29, 2026 | 1 | Apr 30, 2026 | 2 |
| -1.50% | Jan 30, 2026 | 1 | Feb 2, 2026 | 1 | Feb 3, 2026 | 2 |
| -1.12% | Apr 23, 2026 | 2 | Apr 27, 2026 | 1 | Apr 28, 2026 | 3 |
| -1.12% | Feb 5, 2026 | 2 | Feb 9, 2026 | 1 | Feb 10, 2026 | 3 |
| -0.81% | Aug 19, 2024 | 3 | Aug 22, 2024 | 2 | Aug 26, 2024 | 5 |
| -0.72% | Oct 8, 2025 | 2 | Oct 10, 2025 | 2 | Oct 14, 2025 | 4 |
| -0.50% | Oct 1, 2024 | 1 | Oct 2, 2024 | 1 | Oct 3, 2024 | 2 |