미국 주요 전력 유틸리티사의 에너지 전환 과정과 조직관리적 영향 요인: NextEra Energy 중심의 비교 사례연구
© 2026 by the New & Renewable Energy
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Abstract
Organizational management factors shape energy transition pathways among major U.S. power utilities. This study aimed to evaluate the energy transition pathways in the U.S. with a comparative focus on NextEra Energy. Building on Taylor and Helfat’s influence model of managerial linking activities during technological transitions, the analysis highlighted cognitive, structural, and motivational mechanisms that connect legacy assets with renewable energy innovations. Publicly available documents (annual reports, sustainability reports, proxy statements, and investor transcripts) from five utilities, namely NextEra Energy, Dominion Energy, Duke Energy, Southern Company, and Exelon Corporation, were examined to trace strategic choices and organizational changes across the 2000s–2020s, with outcomes assessed in financial and non-financial dimensions. Results suggest that (i) a clearly articulated identity as a renewable-growth company supported by consistent communication, (ii) structural separation and dedicated governance for renewable businesses combined with integrative mechanisms, and (iii) incentive systems linking executive evaluations and rewards to transition milestones jointly accelerate portfolio reconfiguration. Implications are drawn for governance and performance management design in Korea’s power-generation public enterprises amid ongoing restructuring debates.