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Performance analysis of NextEra Energy Inc Series U Junior Subordinated Debentures due June 1 2085 (NEE-P-U)

Annual Return

Since May 20, 2025, NEE-P-U has had an average annual return of +3.72%, underperforming the benchmark SPY, which returned +22.67% annual.

20262025
-0.52%+4.91%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026+1.11%+0.65%-2.17%+3.19%-1.70%-1.74%+0.25%-0.52%
2025+0.04%-0.04%+0.44%+2.35%+2.14%-0.62%-0.02%+0.56%+4.91%

Drawdown analysis of NextEra Energy Inc Series U Junior Subordinated Debentures due June 1 2085 (NEE-P-U)

The maximum drawdown for the NEE-P-U was -3.41%, occurring on Jun 30, 2026. This drawdown has not yet recovered.

The current NEE-P-U drawdown is -3.16%.

DepthStartTo BottomBottomTo RecoverEndTotal
-3.41%Apr 30, 202641Jun 30, 2026OngoingOngoingOngoing
-2.86%Mar 2, 202621Mar 31, 202621Apr 30, 202642
-2.69%Nov 11, 20257Nov 20, 202543Jan 26, 202650
-1.48%Sep 26, 202510Oct 10, 202521Nov 10, 202531
-0.91%Jul 2, 20258Jul 15, 202514Aug 4, 202522
-0.72%May 28, 20253Jun 2, 202521Jul 2, 202524
-0.67%Jan 26, 20263Jan 29, 202611Feb 13, 202614
-0.66%Sep 18, 20254Sep 24, 20251Sep 25, 20255
-0.62%Aug 19, 20252Aug 21, 20253Aug 26, 20255
-0.58%Sep 8, 20252Sep 10, 20256Sep 18, 20258
-0.51%Feb 23, 20264Feb 27, 20261Mar 2, 20265
-0.24%May 20, 20251May 21, 20252May 23, 20253
-0.20%Aug 13, 20252Aug 15, 20251Aug 18, 20253
-0.19%Aug 26, 20251Aug 27, 20253Sep 2, 20254
-0.16%Feb 17, 20261Feb 18, 20263Feb 23, 20264
-0.12%Aug 4, 20252Aug 6, 20253Aug 11, 20255