NEE
NextEra Energy, Inc.
stock NYSE

A big part of the energy market is shifting toward something simple: revenue visibility. That is why long-duration PPAs matter so much right now.
NextNRG (NХХT) just signed a 28-year microgrid PPA with a California healthcare facility (Topanga Terrace). The contract includes 2% annual rate escalators and the company’s model estimates about $3.85 million in gross revenue over the term. The project combines rooftop solar, battery storage, and backup gas generation, and NХХT will own and operate the system for the full 28 years.
Zoom out and you can see the same “contracted capacity” logic in bigger markets too. Reuters just reported Sonnedix winning contracts to build 805 MW of solar capacity in Italy through government-backed schemes. It is another example of capital flowing toward contracted projects with defined economics.
If you want to play the “PPA and contracted cash flow” theme without making it a one-ticker bet, a balanced watchlist looks like this: NEE (utility-scale clean power and corporate PPAs), CWEN (contracted renewable assets), and NХХT (smaller, higher-volatility microgrid PPA operator building an owned asset base).
Not financial advice.

At your age I’d do a mix of VOO, VYMI, SCHD, SCHG, and SPYI to form your main foundation. This gives you a good mix of growth (SCHG, VOO), dividend growth (SCHD), dividend yield (SPYI) and yield and international exposure (VYMI). You can also add in individual stocks as desired. Personally, I have all of the aforementioned ETFs in my portfolio and it’s worked out for me. I also have the following individual stocks that serve as “satellites” that might also be a good fit for you:
Growth (these also pay dividends with good dividend growth): GOOGL, AVGO
Growth (but no dividends): AMZN
dividend growth: EOG, CNQ, NEE, PEP, KO, WMT, RTX
dividend yield: MO, PFE, BMY, CVX, O

Look at XOM, CVX, and COP for core value + cash flow.
For AI-related upside, NEE (data center power demand) and OKE / KMI (natural gas infrastructure).
They work without AI, AI just adds demand tailwind.

NEE

CEG, NEE, vistra are good picks for nuclear

I’m back for another weekly list of **BORING CSPs** I’ll be watching closely and likely selling cash-secured PUTs on. I’ll also be actively selling and managing weekly or bi-weekly CCs where assignments or rolls make sense.
Check post history for prior weeks’ posts.
**This series follows the same rules-based framework I’ve been running and logging publicly for over 25 weeks, using real capital and real risk.**
Last week ended with a sharp selloff into Friday’s close, which resulted in two ANET assignments at $126. I stayed active but selective earlier in the week and sized conservatively, allowing volatility to expand rather than forcing entries. Total premiums collected were $475 on $62k of deployed capital (0.76% ROC), keeping results aligned with expectations under this framework.
Every position is fully cash-secured (no margin, no leverage). When I have the bandwidth to manage risk actively, I’ll favor shorter-dated CSPs; otherwise I stick to 30–45 DTE setups that provide flexibility if volatility persists.
If nothing meets my criteria, I simply don’t trade. The edge is in restraint.
*Mobile users: swipe left on the table to see additional metrics including Annualized Yield, Return on Capital, Probability of Profit, spread %, and more.*
Full trade log PDF will be in the comments. I’ll also be scaling back trade frequency as the year winds down and family time kicks in, so I’m including a quick YTD snapshot of system performance below for transparency.
I appreciate everyone who’s been following along week after week! Enjoy
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### BORING CSP's
| Ticker | Expiry | Strike | Δ | Premium | IV | Return | AY | PoP | Spread | Cushion | RSI | ADX | Collat |
|--------|--------|--------|-------|---------|-----|--------|------|-----|--------|---------|-----|-----|--------|
| DVN | 12/19 | $36.5 | -0.26 | $0.29 | 30 | 0.79% | 58% | 78% | 10% | 3% | 61 | 53 | $3.6k |
| DLO | 1/16 | $12 | -0.28 | $2.05 | 50 | 17.08% | 189% | 62% | 7% | 15% | 57 | 17 | $1.2k |
| BWXT | 1/16 | $160 | -0.22 | $3.10 | 47 | 1.94% | 21% | 78% | 9% | 9% | 42 | 21 | $16k |
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### YTD System Snapshot (25 Weeks)
**Premium & Capital**
- Total options premium collected: **$19,894**
- Average weekly ROC: **~1.06%**
- Average capital deployed per week: **$68,345**
- Median capital deployed per week: **$62,070**
- Peak capital deployed: **~$152k**
- Avg premium per week: **~$796**
**Assignments (Marked to Market)**
- Unrealized assignment impact: **-$3,126**
- Adjusted net P/L (premium minus unrealized assignments): **$16,769**
- Effective weekly ROC: **~0.89%**
- Current Holdings: **NVDA, SMCI, HPE, NEE, ANET**