| 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 |
|
| 03.11.2021 |
EXC
|
Utilities & Power: ERCOT aftermath: Repricing rollercoaster; Lt. Governor grills PUCT chair; short-pays moving higher
|
Utilities & Power |
N/A |
|
| 03.10.2021 |
PCG
|
PCG: Big challenges, big opportunities
|
Utilities & Power |
Buy |
|
| 03.07.2021 |
DUK
|
Utilities & Power: Utility Spotlight: Signs of decoupling; ERCOT repricing revisited and policy options; EIX preferred
|
Utilities & Power |
N/A |
|
| 03.05.2021 |
EXC
|
Utilities & Power: ERCOT aftermath: PUCT rejects energy repricing
|
Utilities & Power |
N/A |
|
| 03.05.2021 |
PEG
|
PEG: Working down the to-do list
|
Utilities & Power |
Hold |
|
| 03.04.2021 |
EXC
|
Utilities & Power: ERCOT aftermath: IMM calls for further repricing; thoughts ahead of Friday PUCT meeting
|
Utilities & Power |
N/A |
|
| 03.03.2021 |
EXC
|
Utilities & Power: ERCOT aftermath: Confusion reigns at WMS
|
Utilities & Power |
N/A |
|
| 03.03.2021 |
EXC
|
Utilities & Power: ERCOT aftermath: PUCT adds new uncertainty; WMS meeting may offer some financial insights
|
Utilities & Power |
N/A |
|
| 03.02.2021 |
NRG
|
NRG: Weathering the storm
|
Utilities & Power |
Buy |
|
| 02.28.2021 |
CMS
|
Utilities & Power: Utility Spotlight: February to forget for utilities; ERCOT short payments; DTE files new extension
|
Utilities & Power |
N/A |
|
| 02.28.2021 |
VST
|
VST: Credibility crunch
|
Utilities & Power |
Buy |
|
| 02.25.2021 |
EIX
|
Utilities & Power: California earnings bites; EIX, PCG, SRE
|
Utilities & Power |
N/A |
|
| 02.25.2021 |
EXC
|
EXC: Right plan at the right time
|
Utilities & Power |
Buy |
|
| 02.23.2021 |
EIX
|
Utilities & Power: Chart of the Day - Checking in on California CCM
|
Utilities & Power |
Buy |
|
| 02.23.2021 |
NRG
|
Utilities & Power: ERCOT aftermath: Large REPs play offense; NRG doubles disaster relief stakes, notes stable business
|
Utilities & Power |
N/A |
|
| 02.21.2021 |
ETR
|
Utilities & Power: ERCOT aftermath: PUCT holds rare Sunday meeting targeting customer and financial challenges
|
Utilities & Power |
N/A |
|
| 02.21.2021 |
CMS
|
Utilities & Power: Utility Spotlight: ERCOT aftermath; higher yields bring new sector low; Cali studies rates; CMS meetings
|
Utilities & Power |
N/A |
|
| 02.20.2021 |
DTE
|
DTE: Off to a strong start
|
Utilities & Power |
Hold |
|
| 02.19.2021 |
NRG
|
Utilities & Power: Texas turmoil receding as exposure concerns rise
|
Utilities & Power |
N/A |
|
| 02.16.2021 |
CMS
|
Utilities & Power: Utility Spotlight: Winter comes to ERCOT
|
Utilities & Power |
N/A |
|
| 02.11.2021 |
DUK
|
DUK: Focus shifts to policy front
|
Utilities & Power |
Buy |
|
| 02.10.2021 |
EXC
|
EXC: New CEJA draft tees up Illinois energy debate
|
Utilities & Power |
Buy |
|
| 02.07.2021 |
CMS
|
Utilities & Power: Utility Spotlight: PCG prehearing update; NRG CFO transition; ROEs make new annual low
|
Utilities & Power |
N/A |
|
| 02.04.2021 |
CMS
|
CMS: New leadership, familiar story
|
Utilities & Power |
Buy |
|
| 02.02.2021 |
PCG
|
PCG: Telecom licensing deal looks like a win-win; no big surprises in Stress Test reply briefs
|
Utilities & Power |
Buy |
|
| 01.31.2021 |
CMS
|
Utilities & Power: Utility Spotlight: Volatile pattern continues; more onPCG securitization; EIX settles Woolsey subrogation
|
Utilities & Power |
N/A |
|
| 01.28.2021 |
DUK
|
DUK: Good news comes in threes
|
Utilities & Power |
Buy |
|
| 01.27.2021 |
NEE
|
NEE: Good news, but apparently not enough
|
Utilities & Power |
Hold |
|
| 01.26.2021 |
NEP
|
NEP: Quarterly miss, outlook unchanged
|
Utilities & Power |
Buy |
|
| 01.25.2021 |
DUK
|
DUK: Another week, another settlement
|
Utilities & Power |
Buy |
|
| 01.24.2021 |
CMS
|
Utilities & Power: Utility Spotlight: BPU looking at RA options; NJ ZECs report; PCG securitization refresher
|
Utilities & Power |
N/A |
|
| 01.22.2021 |
CMS
|
Utilities & Power: 4Q preview; fine-tuning ahead of long-haul reporting season; strategy and policy positioning in focus
|
Utilities & Power |
N/A |
|
| 01.21.2021 |
AIR-FR
|
Vertical Research Partners Top Picks - VRP Top Picks for 2021
|
Utilities & Power |
N/A |
|
| 01.18.2021 |
CMS
|
Utilities & Power: Utility Spotlight: Bouncing off a new low; DUK settles in Florida; Equinor/BP win big in NY offshore RFP
|
Utilities & Power |
N/A |
|
| 01.15.2021 |
PCG
|
PCG: Certified!
|
Utilities & Power |
Buy |
|
| 01.14.2021 |
ETR
|
Utilities & Power: Regulatory Bites: ETR rehearing timeline pushed; EIX Track 2 approved; CPUC to study LT rate outlook
|
Utilities & Power |
N/A |
|
| 01.12.2021 |
CMS
|
Utilities & Power: 2021 Outlook: Ring in the Green New Year ... but beware COVID and other cost recovery hangovers
|
Utilities & Power |
N/A |
|
| 01.03.2021 |
CMS
|
Utilities & Power: Utility Spotlight: Closing out a difficult year; new PCG probation conditions proposed
|
Utilities & Power |
N/A |
|
| 12.20.2020 |
CMS
|
Utilities & Power: Utility Spotlight: Wrapping up 2020; ETR FRP tees up affordability focus; PCG GRC accepted; Zogg latest
|
Utilities & Power |
N/A |
|
| 12.17.2020 |
CMS
|
Utilities & Power: Regulatory bulletin: CPUC meeting; SRE franchise latest; PCG securitization schedule; CMS rate order
|
Utilities & Power |
N/A |
|
| 12.17.2020 |
SRE
|
SRE: SDG&E confirmed as sole franchise bidder
|
Utilities & Power |
Hold |
|
| 12.17.2020 |
NRG
|
Utilities & Power: ERCOT CDR - Mixed bag
|
Utilities & Power |
N/A |
|
| 12.15.2020 |
ETR
|
ETR: Not so formulaic?
|
Utilities & Power |
Hold |
|
| 12.15.2020 |
PCG
|
PCG: Pushing back on TURN
|
Utilities & Power |
Buy |
|
| 12.13.2020 |
CMS
|
Utilities & Power: Utility Spotlight: Modest relative gains; PCG Zogg Fire latest; CPUC preview; CMS electric case; EXC NJ filing
|
Utilities & Power |
N/A |
|
| 12.09.2020 |
EXC
|
EXC: Selling (distributed) solar
|
Utilities & Power |
Buy |
|
| 12.08.2020 |
PCG
|
PCG: TURN calls for two-year rate freeze
|
Utilities & Power |
Buy |
|
