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NextEra Energy exceeded Wall Street estimates for second-quarter adjusted profit, driven by strength in its renewables unit and increased power demand. The company's renewables backlog reached 35.1 GW, fueled by massive demand from AI data centers. NextEra reported a 9.5% year-over-year increase in adjusted EPS and reaffirmed its 2026 guidance, targeting the top end of the $3.92–$4.02 range.