<div id="readability-page-1">10:59 AM EDT, 05/18/2026 (MT Newswires) -- NextEra Energy ( NEE/PW ) and Dominion Energy's ( D ) merger shows that the &#34;AI-driven power demand supercycle is not a cyclical trade but a decades-long infrastructure build,&#34; Wedbush said in a note Monday.In the grid infrastructure and data center space, Quanta Services ( PWR ) and Willdan ( WLDN ) will be direct beneficiaries of the deal, Wedbush said, adding that a combined NextEra and Dominion spanning Florida, Virginia, North Carolina, and South Carolina will need a &#34;sustained acceleration in transmission, substation, and distribution buildout.&#34;In the equipment and power management sector, Vertiv ( VRT ) and Eaton (ETN) are poised to benefit from scale procurement, the note said, adding the combined company's emphasis on &#34;supply chain scale and procurement efficiency points directly to accelerating orders for thermal management, power conversion, and switchgear.&#34;In the power generation and fuel supply space, Constellation Energy ( CEG ) , Vistra ( VST ) , and Talen Energy ( TLN ) will likely also benefit from &#34;demand confirmation,&#34; Wedbush said, adding the deal's &#34;explicit framing of surging large-load demand&#34; will support independent power producers serving the same Mid-Atlantic and Southeast regions.Meanwhile, for the materials and enabling technologies sector, the &#34;nuclear infrastructure thesis&#34; will likely be boosted, Wedbush said, as the combined company's position as the second largest in US nuclear generation will back the &#34;long-term investment case for the nuclear supply chain.&#34;Cameco ( CCJ ) , BWX Technologies ( BWXT ) , and NuScale Power ( SMR ) are the companies most directly linked to nuclear fuel, services, and reactor deployment, the note said.Price: 88.37, Change: -5.00, Percent Change: -5.35 MT Newswires does not provide investment advice. Unauthorized reproduction is strictly prohibited.</div>

ENFR

POWR

Wedbush highlights that the merger between NextEra Energy and Dominion Energy signifies a long-term infrastructure build driven by AI-powered power demand. Beneficiaries include Quanta Services and Willdan in grid infrastructure, Vertiv and Eaton in power management, and Constellation Energy and Vistra in power generation. The merger also supports the nuclear supply chain, benefiting Cameco and BWX Technologies. NextEra's stock price is currently at $88.37, down 5.35%.

Fidelity

Nextera Energy

Dominion Energy

Alerian Energy Infrastructure ETF

iShares U.S. Power Infrastructure ETF

ISHRS S&P Glb Utilities

Quanta Services

Willdan

Vertiv

Eaton

Constellation Energy

Vistra

Talen Energy

Cameco

BWX Tech

NuScale Power

NEXTERA ENERGY CAPITAL HLDGS INC 5.65%JNR SUBORD DEB 01/03/2079 SER N

NEXTERA ENERGY CAPITAL HLDGS INC 6.5% BDS 15/04/86 USD1000

Nextera Energy Partners LP

NEXTERA ENERGY INC 6.926% CORPORATE UNITS 01/09/2025

NEXTERA ENERGY INC CORP UNIT 01/11/2029

NEXTERA ENERGY CAPITAL HLDGS INC 6.5% BDS 01/06/85 USD25

NEXTERA ENERGY INC CORP UNIT 01/06/2027

NEXTERA ENERGY INC CORP UNIT

NextEra, Dominion Merger Reinforces Power Infrastructure Supercycle Thesis, Wedbush Says