NEE

NextEra Energy Inc.

DOUBTFUL — SCREEN DOES NOT PASSstock

Is NEE Halal?

Utility and renewable-energy core is generally permissible, but current debt/assets fails the examined financial screens.

What You Should Know

NextEra provides regulated electricity, natural-gas service and renewable-energy, storage and infrastructure projects. Its March 31, 2026 filing reports debt/assets of 47.15%, identifiable liquidity/assets of 1.89% and receivables plus cash/assets of 3.75%. Gross interest income and a universal prohibited-revenue numerator are not separately disclosed, so utility financing and investment activity remain qualitative and methodology-dependent beyond the debt failure.

⚠️ Concerns

  • Debt/assets is 47.15% and exceeds the examined FTSE, MSCI and Malaysia limits
  • Commercial paper, long-term debt, VIE guarantees and tax-equity structures require review
  • Special-use funds, nuclear, renewable and infrastructure investments require methodology-specific treatment
  • Natural-gas, nuclear, environmental, land-use and customer-affordability questions remain qualitative

Current quantitative Sharia screen

Based on 10-Q figures for the period ended 2026-03-31; calculated 2026-07-14.

USD · millions
Interest-bearing debt / assets
47.15%Above limit
Below 33.333% under FTSE Yasaar

104,403 / 221,424

Cash + interest-bearing securities / assets
1.89%Within limit
Below 33.333% under FTSE Yasaar

4,180 / 221,424

Receivables + cash / assets
3.75%Within limit
Below 50% under FTSE Yasaar

8,305 / 221,424

FTSE Yasaar
v4.6, February 2026
Financial
Fails
Overall
Fails

Debt/assets is 47.15%, above the 33.333% limit; liquidity/assets is 1.89% and receivables plus cash/assets is 3.75%.

MSCI Islamic (total-assets series)
October 2024 methodology
Financial
Fails
Overall
Fails

Debt/assets is 47.15%, above the examined 33.33% limit; liquidity and receivables-plus-cash remain below their limits.

Malaysia SAC financial ratios
single 5% activity benchmark adopted November 2025
Financial
Fails
Overall
Fails

Debt/assets is 47.15%, above the examined Malaysia SAC limit; identifiable liquidity/assets is below its limit. This is not an official classification.

Market-cap denominator methods
MSCI M-Series, S&P and Dow Jones methods differ
Financial
Not calculated
Overall
Fails

No licensed historical market-cap series is stored; the asset-based screens fail on debt/assets.

Business-activity disclosure

NextEra provides regulated electric service, natural gas service and renewable-energy, storage and infrastructure projects. Electricity and clean-energy infrastructure are generally permissible, while conventional financing, regulated contracts, derivatives, VIEs and investment funds require methodology-specific review.

Limitation: The filing does not provide a universal prohibited-revenue numerator or separately disclose gross interest income across regulated utility, renewable-energy, investment and financing activities.

Purification

Gross interest income is not separately disclosed and the activity screen is incomplete; no fixed scholar-approved purification percentage is prescribed.

Inputs, assumptions and primary sources
  • Amounts are USD millions from NextEra's March 31, 2026 Form 10-Q and rounded to the nearest million.
  • Debt includes commercial paper of $5,360 million, other short-term debt of $1,258 million, current long-term debt of $3,837 million and long-term debt of $93,948 million; operating lease liabilities are excluded.
  • Cash is $1,998 million. Identifiable interest-bearing securities use $2,182 million of other investments described primarily as debt securities; special-use funds and equity-method investments are excluded.
  • Accounts receivable combines customer receivables of $4,131 million and other receivables of $2,176 million. Quarterly operating revenue is $6,701 million.
  • Gross interest income and a universal prohibited-revenue numerator are not separately disclosed; consolidated VIE balances are included transparently.

This is a reproducible financial screen, not a fatwa. A failed total-assets screen can coexist with a pass under a market-cap methodology. ZakatInvest keeps the qualitative assessment separate so numerical thresholds do not erase material context.

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