| 09.21.2021 |
ETR
|
ETR: New Orleans in the Spotlight
|
Utilities & Power |
Buy |
|
| 09.19.2021 |
NEP
|
Utilities & Power: Utility Spotlight: Laggard week; EXC Illinois nuclearcredit deep dive; watching NEE, ETR, PCG
|
Utilities & Power |
N/A |
|
| 09.17.2021 |
EIX
|
EIX: And finally ... 2021 and LT growth guidance
|
Utilities & Power |
Buy |
|
| 09.12.2021 |
CMS
|
Utilities & Power: Utility Spotlight: Small relative win; Illinois; PCG Alsup hearing; gas and power prices on a run
|
Utilities & Power |
N/A |
|
| 09.09.2021 |
EXC
|
Utilities & Power: Illinois House adopts energy bill
|
Utilities & Power |
N/A |
|
| 09.08.2021 |
EXC
|
Utilities & Power: Evening notes: Illinois and PCG
|
Utilities & Power |
N/A |
|
| 09.05.2021 |
CMS
|
Utilities & Power: Utility Spotlight: Rally rekindled; Illinois latest; PCG WMP and Regionalization settlement; ETR progress
|
Utilities & Power |
N/A |
|
| 09.01.2021 |
EXC
|
Utilities & Power: Illinois legislation: Energy bill clears Senate with Governor's support still a work in progress
|
Utilities & Power |
N/A |
|
| 08.31.2021 |
PCG
|
PCG: More answers ... and some new questions
|
Utilities & Power |
Buy |
|
| 08.30.2021 |
EXC
|
Utilities & Power: Illinois legislation: Let's try this again
|
Utilities & Power |
N/A |
|
| 08.29.2021 |
CMS
|
Utilities & Power: Utility Spotlight: Utility rally takes a breather; more PCG answers and PHC on deck; Illinois; ETR bracing for Ida
|
Utilities & Power |
N/A |
|
| 08.25.2021 |
PCG
|
PCG: Sticking to the story
|
Utilities & Power |
Buy |
|
| 08.25.2021 |
DUK
|
Utilities & Power: Daily notes: EXC, PCG and DUK (Corrected)
|
Utilities & Power |
N/A |
|
| 08.24.2021 |
EIX
|
Utilities & Power: California utilities take cost of capital initiative
|
Utilities & Power |
N/A |
|
| 08.22.2021 |
CMS
|
Utilities & Power: Utility Spotlight: Utilities rally back to P/E parity; PCG vs. Alsup; EIX GRC; Illinois; California meeting notes
|
Utilities & Power |
N/A |
|
| 08.18.2021 |
PCG
|
PCG: While we were meeting with CPUC Staff ... Alsup raises Dixie Fire doubts, Batjer threatens further oversight
|
Utilities & Power |
Buy |
|
| 08.18.2021 |
EIX
|
EIX: Revised PD emerges ahead of Thursday meeting
|
Utilities & Power |
Buy |
|
| 08.16.2021 |
PCG
|
PCG: Updating Judge Alsup on California fires
|
Utilities & Power |
Buy |
|
| 08.16.2021 |
CMS
|
Utilities & Power: EEI Financial Conference 2021: Meeting List
|
Utilities & Power |
N/A |
|
| 08.15.2021 |
CMS
|
Utilities & Power: Utility Spotlight: July rally continues; CPUC preview; EIX GRC; PCG securitization; PEG fossil sale; Cali meetings
|
Utilities & Power |
N/A |
|
| 08.11.2021 |
NEE
|
NEE: Florida settlement bucks ROE downtrend
|
Utilities & Power |
Hold |
|
| 08.10.2021 |
PCG
|
PCG: Investor Day highlights: big challenge, big opportunity
|
Utilities & Power |
Buy |
|
| 08.09.2021 |
EXC
|
Utilities & Power: Daily notes: EXC resolves CENG put overhang; PCG Investor Day; California virtual meetings
|
Utilities & Power |
N/A |
|
| 08.06.2021 |
SRE
|
SRE: As previously advertised ...
|
Utilities & Power |
Hold |
|
| 08.06.2021 |
VST
|
VST: Strategy update pending
|
Utilities & Power |
Buy |
|
| 08.06.2021 |
NRG
|
NRG: Priming the capital return pump
|
Utilities & Power |
Buy |
|
| 08.06.2021 |
DUK
|
DUK: Re-rating accomplished; Downgrade to Hold
|
Utilities & Power |
Hold |
|
| 08.05.2021 |
EXC
|
EXC: Large 2Q beat as nuclear policy push continues
|
Utilities & Power |
Buy |
|
| 08.04.2021 |
ETR
|
ETR: Planning to do more with less (equity)
|
Utilities & Power |
Buy |
|
| 08.03.2021 |
PEG
|
PEG: Closing in on fossil sale; September meeting ahead
|
Utilities & Power |
Hold |
|
| 08.01.2021 |
CMS
|
Utilities & Power: Utility Spotlight: Utilities close out a winning month; earnings week ahead; PCG; EIX post-view
|
Utilities & Power |
N/A |
|
| 07.31.2021 |
CMS
|
CMS: Changing the tone
|
Utilities & Power |
Hold |
|
| 07.30.2021 |
EIX
|
EIX: Making the case for (more) covered conductor
|
Utilities & Power |
Buy |
|
| 07.29.2021 |
PCG
|
PCG: Fighting wildfire calendar; exploring new solutions
|
Utilities & Power |
Buy |
|
| 07.29.2021 |
PCG
|
PCG: 2Q first take; Dixie Fire response filing
|
Utilities & Power |
Buy |
|
| 07.27.2021 |
DTE
|
DTE: Raising numbers on sales recovery, strong execution
|
Utilities & Power |
Hold |
|
| 07.25.2021 |
CMS
|
Utilities & Power: Utility Spotlight: Market rebound snuffs out utility rally; California burning; PCG undergrounding moon shot
|
Utilities & Power |
N/A |
|
| 07.24.2021 |
NEE
|
NEE: Quarter on track, NEER origination step-up
|
Utilities & Power |
Hold |
|
| 07.23.2021 |
NEP
|
NEP: First foray into DG as wind clips quarter
|
Utilities & Power |
Buy |
|
| 07.20.2021 |
CMS
|
Utilities & Power: Second quarter preview and commodity mark; Cali earnings adjusted for assumed CCM trigger
|
Utilities & Power |
N/A |
|
| 07.19.2021 |
PCG
|
PCG: Utility files incident report on Dixie Fire
|
Utilities & Power |
Buy |
|
| 07.18.2021 |
CMS
|
Utilities & Power: Utility Spotlight: XLU on the rebound; NC bill moves to Senate; IL stalemate; PCG WEMA settlement
|
Utilities & Power |
N/A |
|
| 07.14.2021 |
PEG
|
PEG: ROE settlement resolves another to-do-list item
|
Utilities & Power |
Hold |
|
| 07.11.2021 |
CMS
|
Utilities & Power: Utility Spotlight: XLU breaks losing streak; EIX PD; PCG Victim Trust and index prospects; TX power reforms
|
Utilities & Power |
N/A |
|
| 07.04.2021 |
CMS
|
Utilities & Power: Utility Spotlight: New relative low; PCG GRC and Victim Trust; EIX GRC; NC Staff on H951; NJ offshore
|
Utilities & Power |
N/A |
|
| 06.29.2021 |
SRE
|
SRE: Infrastructure is the new Energy
|
Utilities & Power |
Hold |
|
| 06.25.2021 |
EXC
|
Utilities & Power: Nuclear update: Manchin bill includes nuclear support; PTC language introduced in HR 4024 and S 2291
|
Utilities & Power |
N/A |
|
| 06.20.2021 |
CMS
|
Utilities & Power: Utility Spotlight: Rough week despite flattening yield curve; IL and NC; CPUC preview; PCG workshop
|
Utilities & Power |
N/A |
|
| 06.17.2021 |
NRG
|
NRG: Consumer cash machine; reiterating Buy, raising PT
|
Utilities & Power |
Buy |
|
| 06.16.2021 |
EXC
|
Utilities & Power: Statehouse update: Illinois energy bill fails to launch (again); first look at legislation in North Carolina
|
Utilities & Power |
N/A |
|
| 06.13.2021 |
CMS
|
Utilities & Power: Utility Spotlight: Power and gas gain as yields fall; NRG meeting preview; Illinois still talking; DTE; PCG
|
Utilities & Power |
N/A |
|
| 06.11.2021 |
EXC
|
Utilities & Power: Merchant earnings and value mark: energy rally and nuclear PTC potential temper PJM capacity bust
|
Utilities & Power |
N/A |
|
| 06.09.2021 |
CMS
|
CMS: Bye Bye EnerBank: Downgrading to Hold
|
Utilities & Power |
Hold |
|
| 06.08.2021 |
EXC
|
EXC: Illinois Senate may vote on energy next week
|
Utilities & Power |
Buy |
|
| 06.06.2021 |
CMS
|
Utilities & Power: Utility Spotlight: EXC late night "Illinoise"; PJM auction silver linings; PG&E trustee talk; Cali NEM
|
Utilities & Power |
N/A |
|
| 06.03.2021 |
EXC
|
Utilities & Power: PJM capacity auction: second pass
|
Utilities & Power |
N/A |
|
| 06.02.2021 |
EXC
|
Utilities & Power: PJM capacity downside surprise: first pass
|
Utilities & Power |
N/A |
|
| 06.02.2021 |
PCG
|
PCG: Meanwhile in Judge Alsup's courtroom ...
|
Utilities & Power |
Buy |
|
| 06.01.2021 |
EXC
|
EXC: Illinois energy bill in limbo as session drags on
|
Utilities & Power |
Buy |
|
| 05.31.2021 |
EXC
|
Utilities & Power: Memorial weekend at the statehouse: Texas acts at Sunday deadline, will Illinois follow suit tonight?
|
Utilities & Power |
N/A |
|
| 05.30.2021 |
CMS
|
Utilities & Power: Utility Spotlight: Laggard week; PJM chart book; federal budget and nuke PTC; Illinois; California NEM
|
Utilities & Power |
N/A |
|
| 05.27.2021 |
EXC
|
Utilities & Power: Nuclear PTC survives Senate committee test flight
|
Utilities & Power |
N/A |
|
| 05.26.2021 |
EXC
|
Utilities & Power: First look at Senate nuclear PTC proposal
|
Utilities & Power |
N/A |
|
| 05.23.2021 |
CMS
|
Utilities & Power: Utility Spotlight: Winning week; EXC focus with IL, PJM pending; nuke PTC thoughts; Cali NEM and budget
|
Utilities & Power |
N/A |
|
| 05.18.2021 |
DUK
|
DUK: Elliott plan revealed ... and rebuffed
|
Utilities & Power |
Buy |
|
| 05.16.2021 |
CMS
|
Utilities & Power: Utility Spotlight: Inflation, utilities and real yields; regulated leadership continues; AGA; CPUC
|
Utilities & Power |
N/A |
|
| 05.12.2021 |
SRE
|
SRE: Valuation recalibrated; investor day in view
|
Utilities & Power |
Hold |
|
| 05.10.2021 |
DUK
|
DUK: Solid execution ... with a side of activism
|
Utilities & Power |
Buy |
|
| 05.09.2021 |
CMS
|
Utilities & Power: Utility Spot-Lite: Earnings wrapping up; NC in focus; renewables lag; more PCG ups and downs
|
Utilities & Power |
N/A |
|
| 05.09.2021 |
VST
|
VST: Accounting for Uri ... rearview pain, forward upside
|
Utilities & Power |
Buy |
|
| 05.07.2021 |
PEG
|
PEG: Strategic progression continues
|
Utilities & Power |
Hold |
|
| 05.06.2021 |
NRG
|
NRG: After Uri ... capital allocation back in focus
|
Utilities & Power |
Buy |
|
| 05.05.2021 |
EXC
|
EXC: Policy momentum building
|
Utilities & Power |
Buy |
|
| 05.04.2021 |
PCG
|
PCG: Probation update: Come back in June!
|
Utilities & Power |
Buy |
|
| 05.02.2021 |
CMS
|
Utilities & Power: Utility Spotlight: Good week for regulated bargain basement; CPUC preview; PCG probation; 1Q ROEs
|
Utilities & Power |
N/A |
|
| 04.30.2021 |
PCG
|
PCG: Uncommon utility value
|
Utilities & Power |
Buy |
|
| 04.29.2021 |
CMS
|
CMS: Flying start to 2021; June IRP update pending
|
Utilities & Power |
Buy |
|
| 04.29.2021 |
ETR
|
ETR: Focus shifts to the future; Upgrade to Buy
|
Utilities & Power |
Buy |
|
| 04.27.2021 |
EIX
|
EIX: GRC waiting game
|
Utilities & Power |
Buy |
|
| 04.27.2021 |
DTE
|
DTE: Firing on all cylinders
|
Utilities & Power |
Hold |
|
| 04.26.2021 |
VST
|
VST: Drawing a line under Uri
|
Utilities & Power |
Buy |
|
| 04.25.2021 |
CMS
|
Utilities & Power: Utility Spotlight: Mixed start to earnings; NJ ZECs; NC bill deadline; NEE/NEP; PCG probation; VST update
|
Utilities & Power |
N/A |
|
| 04.22.2021 |
PCG
|
PCG: Securitization gets CPUC green light
|
Utilities & Power |
Buy |
|
| 04.22.2021 |
NEP
|
NEP: Unexpected ERCOT winner
|
Utilities & Power |
Buy |
|
| 04.21.2021 |
NEE
|
NEE: Solid quarter, slower origination
|
Utilities & Power |
Hold |
|
| 04.18.2021 |
CMS
|
Utilities & Power: Utility Spotlight: Rate reversal fuels regulated rally; PCG securitization and PSPS; earnings previewed
|
Utilities & Power |
N/A |
|
| 04.16.2021 |
CMS
|
Utilities & Power: First quarter preview and commodity mark
|
Utilities & Power |
N/A |
|
| 04.15.2021 |
PCG
|
PCG: CPUC acts on enhanced oversight ... shuts door onchallenge to safety certificate
|
Utilities & Power |
Buy |
|
| 04.15.2021 |
EXC
|
EXC: Illinois discussions heating up
|
Utilities & Power |
Buy |
|
| 04.12.2021 |
EXC
|
EXC: Meanwhile in Pennsylvania ... RD in PECO gas case
|
Utilities & Power |
Buy |
|
| 04.11.2021 |
CMS
|
Utilities & Power: Utility Spotlight: Not so rate sensitive; CPUC meeting preview; PCG oral argument; ERCOT LCAP
|
Utilities & Power |
N/A |
|
| 04.09.2021 |
PCG
|
PCG: Engineering a brighter future
|
Utilities & Power |
Buy |
|
| 04.05.2021 |
SRE
|
SRE: SIP stake sale highlights public-private value gap
|
Utilities & Power |
Hold |
|
| 04.04.2021 |
CMS
|
Utilities & Power: Utility Spotlight: Rally takes a breather; DUK NC update; PCG oral argument preview; Cali affordability
|
Utilities & Power |
N/A |
|
| 03.28.2021 |
CMS
|
Utilities & Power: Utility Spot-Lite: Relative rally continues; PCG gets securitization PD; ERCOT forwards perk up
|
Utilities & Power |
N/A |
|
| 03.26.2021 |
EIX
|
EIX: Catching up
|
Utilities & Power |
Buy |
|
| 03.23.2021 |
PCG
|
PCG: Alsup and CPUC at odds on PSPS criteria
|
Utilities & Power |
Buy |
|
| 03.23.2021 |
PCG
|
PCG: Zogg Fire involvement confirmed
|
Utilities & Power |
Buy |
|
| 03.21.2021 |
CMS
|
Utilities & Power: Utility Spotlight: Never mind rising rates; NRG's ERCOT surprise; PCG probation hearing preview
|
Utilities & Power |
N/A |
|
| 03.14.2021 |
CMS
|
Utilities & Power: Utility Spotlight: "Texican" standoff; NJ RA; ETR FRP progress; PEG at EE Day; rotation trumps yield spike
|
Utilities & Power |
N/A |
|
