Wind Energy Boom: 4 Powerhouse Stocks Leading the Clean Energy ETF Space

Wind power is quietly reshaping America’s energy landscape—and smart investors are taking notice. With the U.S. hitting 154 GW of installed wind capacity by end-2024 and wind accounting for roughly 10% of utility-scale electricity generation, the sector’s momentum shows no signs of slowing. Here’s why: artificial intelligence data centers are demanding massive amounts of clean electricity, electric vehicles keep gaining traction, and residential power consumption won’t stop climbing.

The numbers tell the story. The U.S. Energy Information Administration projects nearly 7.5 GW of new wind generation capacity will come online in 2025. Major projects like the 800 MW Vineyard Wind 1 in Massachusetts symbolize this expansion wave. For investors eyeing the clean energy ETF landscape, wind energy stocks have become essential portfolio ingredients.

The Four Companies Reshaping Wind Energy

NextEra Energy (NEE) isn’t just a utility—it’s a global wind powerhouse. Through NextEra Energy Resources (NEER), the company generated more wind electricity than any competitor worldwide in 2024. The operation expanded wind capacity by 1,365 MW while adding 755 MW of battery storage, building an impressive backlog across 23 U.S. states and four Canadian provinces. With roughly 26,335 MW in total generating capacity and nearly 3 GW of renewable projects queued up, NEE has visibility for explosive growth through 2027. The company ranks #2 (Buy) at Zacks.

PG&E Corp. (PCG) runs California’s biggest regulated utility, generating stable earnings through a fortress of regulated assets. The company’s wind portfolio comes from renewable power procurement and owned wind farms, bolstered by substantial infrastructure investments—$10.6 billion in 2024, with $12.9 billion earmarked for 2025. California Public Utilities Commission decisions and long-term supply agreements will drive further upside. Also Zacks Rank #2.

Arcosa (ACA) built its business around infrastructure needs, and wind towers are becoming its cash machine. The Engineered Structures segment saw revenues jump 11.3% year-over-year in Q3 2025, powered by surging demand for wind towers and grid hardening equipment. Here’s the kicker: the Inflation Reduction Act unleashed $1.1 billion in new orders through 2028, with a significant chunk targeting Southwest wind expansion. Arcosa opened a new New Mexico plant and has already shipped roughly 50% of IRA-driven orders. Zacks rates it #2 (Buy).

Constellation Energy (CEG) operates 27 wind projects spanning 10 states with 1,400 MW of generation capacity (750 MW company-owned). The company just launched a $350 million repowering initiative to boost output across its Criterion wind project in Oakland, MD, extending its lifespan by two decades. In 2024, CEG generated 182 terawatt-hours of zero-emissions electricity, enough to power 16 million homes while avoiding 122+ million metric tons of carbon emissions. CEG carries a Zacks Rank #3 (Hold).

Why This Matters for Your Portfolio

The convergence of AI power hunger, EV growth and regulatory tailwinds has transformed wind energy from niche to mainstream. These four stocks offer different angles on the same powerful trend—whether you’re building a traditional portfolio or exploring clean energy ETF options, wind exposure looks compelling through 2025 and beyond.