| 09.25.2022 |
CMS
|
Utilities & Power: Utility Spotlight: Safe haven; Manchin permitting bill in focus; PCG rejoining SPX; Cali safety briefings
|
Utilities & Power |
N/A |
|
| 09.18.2022 |
CMS
|
Utilities & Power: Utility Spotlight: Relative gains extended; Cali safety; undergrounding; incoming weather relief; NEE
|
Utilities & Power |
N/A |
|
| 09.12.2022 |
CMS
|
Utilities & Power: EEI Financial Conference 2022: Meeting List
|
Utilities & Power |
N/A |
|
| 09.11.2022 |
CMS
|
Utilities & Power: Utility Spotlight: Stocks hold their own; Oncor staff filing; Cali cost of capital; legislation status
|
Utilities & Power |
N/A |
|
| 08.31.2022 |
EIX
|
Utilities & Power: Undergrounding bill passes ... Diablo next up
|
Utilities & Power |
N/A |
|
| 08.28.2022 |
CMS
|
Utilities & Power: Utility Spotlight: Crunch time in Sacramento; relative gains for utilities as Fed plays the pain card
|
Utilities & Power |
N/A |
|
| 08.25.2022 |
EIX
|
Utilities & Power: Sacramento session notes
|
Utilities & Power |
N/A |
|
| 08.21.2022 |
CMS
|
Utilities & Power: Utility Spotlight: Winning week; California legislature enters final two weeks; CPUC meeting preview
|
Utilities & Power |
N/A |
|
| 08.18.2022 |
EIX
|
Utilities & Power: California virtually: CPUC, TURN meeting notes
|
Utilities & Power |
N/A |
|
| 08.11.2022 |
EIX
|
Utilities & Power: Cali undergrounding bill: What to expect today
|
Utilities & Power |
N/A |
|
| 08.08.2022 |
DUK
|
DUK: Following winds today ... exit dilution tomorrow?
|
Utilities & Power |
Hold |
|
| 08.07.2022 |
CMS
|
Utilities & Power: Utility Spotlight: IRA focus eclipses 2Q reports; SB884 faces key decision; CPUC and TURN meetings
|
Utilities & Power |
N/A |
|
| 08.07.2022 |
VST
|
VST: Confidence on the rise as hedging grows
|
Utilities & Power |
Buy |
|
| 08.05.2022 |
SRE
|
SRE: Running ahead of plan
|
Utilities & Power |
Buy |
|
| 08.04.2022 |
NRG
|
NRG: Working through supply challenges
|
Utilities & Power |
Buy |
|
| 08.04.2022 |
CEG
|
CEG: Another solid quarter but focus is on DC
|
Utilities & Power |
Buy |
|
| 08.03.2022 |
EXC
|
EXC: Headline miss, equity sooner
|
Utilities & Power |
Hold |
|
| 08.03.2022 |
ETR
|
ETR: Sales strength shifts focus to customer relief
|
Utilities & Power |
Hold |
|
| 08.02.2022 |
PEG
|
PEG: Leadership hand-off approaching
|
Utilities & Power |
Buy |
|
| 08.01.2022 |
ETR
|
ETR: SERI settlement still a MS-only affair
|
Utilities & Power |
Hold |
|
| 07.31.2022 |
CMS
|
Utilities & Power: Utility Spotlight: DC "Manchinations" spark utilities; CEG PTC leverage; Cali undergrounding; utility yields
|
Utilities & Power |
N/A |
|
| 07.29.2022 |
CMS
|
CMS: Sales tailwind adds execution headroom
|
Utilities & Power |
Hold |
|
| 07.29.2022 |
DTE
|
DTE: Miss and raise ... running hot despite 2Q timing
|
Utilities & Power |
Hold |
|
| 07.29.2022 |
EIX
|
EIX: Expense timing tempers 2Q print
|
Utilities & Power |
Buy |
|
| 07.28.2022 |
PCG
|
PCG: Headline miss, outlook unchanged
|
Utilities & Power |
Buy |
|
| 07.24.2022 |
CMS
|
Utilities & Power: Utility Spotlight: Laggard month continues; NEE kicks off 2Q earnings; affordability; Cali 2022 CoC
|
Utilities & Power |
N/A |
|
| 07.24.2022 |
NEP
|
NEP: Following wind adds to portfolio growth
|
Utilities & Power |
Buy |
|
| 07.24.2022 |
NEE
|
NEE: Origination momentum builds
|
Utilities & Power |
Hold |
|
| 07.20.2022 |
EIX
|
Utilities & Power: California: Safety certificate guidelines and timeline
|
Utilities & Power |
N/A |
|
| 07.19.2022 |
CMS
|
Utilities & Power: Second quarter preview; commodity and value mark; inflation, supply challenges raise execution bar
|
Utilities & Power |
N/A |
|
| 07.17.2022 |
CMS
|
Utilities & Power: Utility Spotlight: Inflation narrows DC deal window; CPUC meeting post-view; California virtually
|
Utilities & Power |
N/A |
|
| 07.13.2022 |
CMS
|
Utilities & Power: Mitten State remains on message
|
Utilities & Power |
N/A |
|
| 07.13.2022 |
EIX
|
Utilities & Power: Midweek Spotlight: 2023 Cali cost of capital scoping Edison Z-Factor; PG&E securitization
|
Utilities & Power |
N/A |
|
| 07.10.2022 |
CMS
|
Utilities & Power: Utility Spotlight: Relative whipsaw; CPUC preview; DC game time; MPSC meeting pending
|
Utilities & Power |
N/A |
|
| 07.03.2022 |
CMS
|
Utilities & Power: Utility Spotlight: Defensive bid gathers steam; EEI projected CapEx update; SB884; MPSC last call
|
Utilities & Power |
N/A |
|
| 06.26.2022 |
CMS
|
Utilities & Power: Utility Spotlight: Utes bounce on yield fade; SB884 amendments; CMS and MPSC; Cali cost of capital
|
Utilities & Power |
N/A |
|
| 06.23.2022 |
ETR
|
ETR: SERI overhang addressed ... at least for MS
|
Utilities & Power |
Hold |
|
| 06.22.2022 |
CMS
|
Utilities & Power: Midweek Spotlight: SB884, CMS, PCG
|
Utilities & Power |
N/A |
|
| 06.22.2022 |
VST
|
VST: Fine-tuning for PJM capacity update
|
Utilities & Power |
Buy |
|
| 06.22.2022 |
VST
|
Utilities & Power: PJM print delivers on low expectations
|
Utilities & Power |
N/A |
|
| 06.19.2022 |
CMS
|
Utilities & Power: Utility Spotlight: Fed panic button hits utilities; PJM auction; CMS settles; undergrounding; CPUC
|
Utilities & Power |
N/A |
|
| 06.17.2022 |
ETR
|
ETR: Worth the commute to Wall Street
|
Utilities & Power |
Hold |
|
| 06.15.2022 |
NEP
|
NEP: New IDR cap offsets some yield pressure
|
Utilities & Power |
Buy |
|
| 06.15.2022 |
NEE
|
NEE: Introducing Real Zero
|
Utilities & Power |
Hold |
|
| 06.13.2022 |
EIX
|
Utilities & Power: Cali undergrounding: SB884 amendments; GRC filings
|
Utilities & Power |
N/A |
|
| 06.12.2022 |
PCG
|
PCG: Tough tape for an Investor Day
|
Utilities & Power |
Buy |
|
| 06.12.2022 |
CMS
|
Utilities & Power: Utility Spotlight: Defensive wins the week; return of the investor day curse; California policy digest
|
Utilities & Power |
N/A |
|
| 06.09.2022 |
PCG
|
PCG: Investor Day slide deck highlights; Dixie Fire report
|
Utilities & Power |
Buy |
|
| 06.05.2022 |
CMS
|
Utilities & Power: Utility Spotlight: Premium pullback; PCG Investor Day; Old Fire; undergrounding; drought watch; NEM
|
Utilities & Power |
N/A |
|
| 05.22.2022 |
CMS
|
Utilities & Power: Utility Spotlight: Premium nears 25%; PCG PD; Cali legislation; affordability; AGA meeting notes
|
Utilities & Power |
N/A |
|
| 05.19.2022 |
DUK
|
DUK: Carbon Plan opportunities and risks
|
Utilities & Power |
Hold |
|
| 05.15.2022 |
CMS
|
Utilities & Power: Utility Spotlight: More defensive gains; California undergrounding; hydrogen jurisdiction; NEM 3.0
|
Utilities & Power |
N/A |
|
| 05.12.2022 |
CEG
|
CEG: Headline beat, estimates trimmed
|
Utilities & Power |
Buy |
|
| 05.09.2022 |
EXC
|
EXC: Pure-play T&D journey begins
|
Utilities & Power |
Hold |
|
| 05.09.2022 |
DUK
|
DUK: Carbon Plan filing incoming
|
Utilities & Power |
Hold |
|
| 05.08.2022 |
CMS
|
Utilities & Power: Utility Spotlight: Relative gains resume; 1Q ROEs meet rising bond yields; AGA; PCG securitization
|
Utilities & Power |
N/A |
|
| 05.07.2022 |
NRG
|
NRG: Navigating volatility, focusing on growth
|
Utilities & Power |
Buy |
|
| 05.06.2022 |
VST
|
VST: Morgan mic drop
|
Utilities & Power |
Buy |
|
| 05.05.2022 |
SRE
|
SRE: Texas growth today ... LNG contracts tomorrow
|
Utilities & Power |
Buy |
|
| 05.04.2022 |
PEG
|
PEG: Seasonal shift drives 1Q beat; Sept. update planned
|
Utilities & Power |
Buy |
|
| 05.04.2022 |
EIX
|
EIX: Another dose of legacy medicine
|
Utilities & Power |
Buy |
|
| 05.03.2022 |
CMS
|
CMS: Strong start to 2022; LT plan update still a way off
|
Utilities & Power |
Hold |
|
| 05.01.2022 |
CMS
|
Utilities & Power: Utility Spotlight: Big week for deep value; Governors change the script; out-year power pressured
|
Utilities & Power |
N/A |
|
| 04.28.2022 |
DTE
|
DTE: Low quality beat, high quality problem
|
Utilities & Power |
Hold |
|
| 04.28.2022 |
PCG
|
PCG: Communication restored
|
Utilities & Power |
Buy |
|
| 04.27.2022 |
ETR
|
ETR: Saving the punchlines for June
|
Utilities & Power |
Hold |
|
| 04.27.2022 |
EIX
|
Utilities & Power: California undergrounding bill amendments
|
Utilities & Power |
N/A |
|
| 04.26.2022 |
CEG
|
Utilities & Power: Merchant preview and commodity mark; raising estimates and targets for CEG, VST
|
Utilities & Power |
N/A |
|
| 04.24.2022 |
CMS
|
Utilities & Power: Utility Spotlight: Defensive bid trumps renewable wobbles; Cali undergrounding; 2023 cost of capital
|
Utilities & Power |
N/A |
|
| 04.21.2022 |
NEP
|
NEP: Distribution growth on track
|
Utilities & Power |
Buy |
|
| 04.21.2022 |
NEE
|
NEE: Solar uncertainty outweighs solid 1Q print
|
Utilities & Power |
Hold |
|
| 04.20.2022 |
CMS
|
CMS: Settlement tees up accelerated coal exit
|
Utilities & Power |
Hold |
|
| 04.20.2022 |
CMS
|
Utilities & Power: First quarter preview and value mark
|
Utilities & Power |
N/A |
|
| 04.12.2022 |
PCG
|
PCG: Progress made on legacy legal risk
|
Utilities & Power |
Buy |
|
| 04.10.2022 |
CMS
|
Utilities & Power: Utility Spotlight: Uncharted territory; PCG Kincade update pending; CEG 3-peat; what about PEG?
|
Utilities & Power |
N/A |
|
| 04.08.2022 |
CMS
|
Utilities & Power: AGA Financial Forum 2022: VRP Meeting List
|
Utilities & Power |
N/A |
|
| 03.27.2022 |
CMS
|
Utilities & Power: Utility Spotlight: Dividend yields flash red; two Cali undergrounding bills; DC committee watch
|
Utilities & Power |
N/A |
|
| 03.20.2022 |
CMS
|
Utilities & Power: Utility Spotlight: Fifth weekly win elusive; Cali NEM update; PCG TO18 decision; CMS IRP and rehearing
|
Utilities & Power |
N/A |
|
| 03.17.2022 |
CEG
|
Utilities & Power: Senate Energy Committee talks nuclear
|
Utilities & Power |
N/A |
|
| 03.13.2022 |
CMS
|
Utilities & Power: Utility Spotlight: Winning streak continues; ISO-NE capacity auction; PCG GRC; CPUC preview; DUK
|
Utilities & Power |
N/A |
|
| 03.11.2022 |
PEG
|
PEG: New and simpler PEG
|
Utilities & Power |
Buy |
|
| 03.09.2022 |
CMS
|
CMS: Fireside chat with Brian Rich; thoughts on IRP PFD
|
Utilities & Power |
Hold |
|
| 03.08.2022 |
IR
|
EE/MI: Takeaways from Energy Efficiency and Climate Solutions Day
|
Utilities & Power |
N/A |
|
| 03.06.2022 |
CMS
|
Utilities & Power: Utility Spotlight: Defensive bid; CEG dusts off back-door energy play; CMS and EE day; PCG pressured
|
Utilities & Power |
N/A |
|
| 03.04.2022 |
CEG
|
CEG: Nuke powerhouse starts on debt reduction; fuel in focus
|
Utilities & Power |
Buy |
|
| 03.03.2022 |
EXC
|
EXC: Closing out the ExGen era
|
Utilities & Power |
Hold |
|
| 03.01.2022 |
SRE
|
SRE: Utility growth with a side of energy
|
Utilities & Power |
Buy |
|
| 02.27.2022 |
CMS
|
Utilities & Power: Utility Spotlight: Navigating volatility; PCG WMP and GRC update; EXC and CEG report; NRC license blues
|
Utilities & Power |
N/A |
|
| 02.26.2022 |
VST
|
VST: Cash machine back in service
|
Utilities & Power |
Buy |
|
| 02.25.2022 |
EIX
|
EIX: Ongoing risk reduction underpins value case
|
Utilities & Power |
Buy |
|
| 02.24.2022 |
PEG
|
PEG: Not much new but premium pathway intact
|
Utilities & Power |
Buy |
|
| 02.24.2022 |
NRG
|
NRG: Executing against a volatile backdrop
|
Utilities & Power |
Buy |
|
| 02.23.2022 |
ETR
|
ETR: Outlook affirmed, securitization approved
|
Utilities & Power |
Hold |
|
| 02.20.2022 |
CMS
|
Utilities & Power: Utility Spotlight: Holding the line; ETR settles; SRE hydrogen; CPUC preview; PCG securitization win
|
Utilities & Power |
N/A |
|
| 02.18.2022 |
PCG
|
PCG: Growth rate clarified ... now back to risk reduction
|
Utilities & Power |
Buy |
|
| 02.14.2022 |
DUK
|
DUK: Higher growth horizon extended
|
Utilities & Power |
Hold |
|
| 02.13.2022 |
CMS
|
Utilities & Power: Utility Spotlight: Curve flattening and growth jitters;Cali and FL NEM; CCM status; PCG coming to NYC
|
Utilities & Power |
N/A |
|
| 02.11.2022 |
DTE
|
DTE: More to come on that ...
|
Utilities & Power |
Hold |
|
| 02.11.2022 |
PCG
|
PCG: Communication breakdown
|
Utilities & Power |
Buy |
|
| 02.09.2022 |
EIX
|
Utilities & Power: Mid-week Spotlight: CPUC meeting preview; NEM; SRE storage; SoCalGas and Cost of Capital
|
Utilities & Power |
N/A |
|
