Last year made 92% on JASO, EBR, ABY (extremely lucky timing with JASO and EBR)
My portfolio right now is ELP, PEGI, CSIQ. hoping for 12% including dividends this year.
The difference between NEE, SO, and DUK vs ELP on a P/B or $/MW of capacity basis is startling.
Plus for renewable enthusiasts, ELP and some other Brazilian utilities are > 90% zero emission already whereas NEE and SO and DUK are all below 40% zero emission.
And future Brazilian population growth higher than US.
NEE looks overpriced to me