NextEra Energy filed unaudited pro forma financial statements regarding its pending acquisition of Dominion Energy. The SEC 8-K filing was submitted August 10 and reported August 11. This follows the initial merger announcement from May 2026.
The preliminary estimated total merger consideration is $65.2 billion. The combined entity would have generated pro forma operating revenues of $42.9 billion for 2025. Total assets reached $391.4 billion as of June 30, 2026. This deal would create the largest regulated utility in the world.
The merger carries significant implications for investors in the XLU and VPU ETFs. The transaction requires approval from shareholders and the Federal Energy Regulatory Commission (FERC). Multiple state utility commissions must also authorize the deal.