Deep Dives - Utilities & Power

Date Ticker Title Vertical Rating (at time of publication)
01.23.2022 CMS
  • Utilities & Power: Utility Spotlight: Best relative week since peak COVID; EXC when-issued; CPUC; Alsup signs off (loudly)
  • Utilities & Power N/A
    01.21.2022 CMS
  • Utilities & Power: Fourth quarter preview and earnings tune-up
  • Utilities & Power N/A
    01.18.2022 AIR-FR
  • Vertical Research Partners Top Picks - 2022 Update
  • Utilities & Power N/A
    01.17.2022 CMS
  • Utilities & Power: Utility Spotlight: Alpha Matrix; CPUC handover; NEM battle heats up; PCG leads; NEE pressures group
  • Utilities & Power N/A
    01.13.2022 EXC
  • EXC: Utility upside tempered by ExGen cash shortfall; estimates moved to pro-forma basis; PT up to $63
  • Utilities & Power Buy
    01.10.2022 EXC
  • EXC: Carbon free power leader ready to launch
  • Utilities & Power Buy
    01.10.2022 EXC
  • EXC: Exelon outlook constructive; Constellation pending
  • Utilities & Power Buy
    01.09.2022 CMS
  • Utilities & Power: 2022 Outlook: Don't fear the Fed ... but do watch the PMI; stepping back from ETR; adding SRE
  • Utilities & Power N/A
    01.06.2022 PCG
  • PCG: U.S. declines to seek probation extension
  • Utilities & Power Buy
    01.03.2022 PCG
  • PCG: Probation wrapping up ... or maybe not
  • Utilities & Power Buy
    12.22.2021 SRE
  • SRE: New SIP investor, new price, same strategic play
  • Utilities & Power Hold
    12.19.2021 CMS
  • Utilities & Power: Utility Spotlight: Build Back Later shrugged off; ERCOT market reforms; PCG probation; DUK IRPs
  • Utilities & Power N/A
    12.17.2021 EIX
  • Utilities & Power: CPUC Post-Game: NEM pushback and agenda votes as expected; Randolph and Aguilar also moving on
  • Utilities & Power N/A
    12.15.2021 PCG
  • Utilities & Power: CPUC prepares to wrap up 2021 business; revised versions of several agenda items posted
  • Utilities & Power N/A
    12.12.2021 CMS
  • Utilities & Power: Utility Spotlight: Value rebounds; EXC on deck in NY; Form 10 filed; another CPUC change; safety certs; EIX
  • Utilities & Power N/A
    12.07.2021 EIX
  • Utilities & Power: CPUC agenda highlights: EIX storage; cost of capital; WMP rulemaking; EIX 2017/2018 settlement
  • Utilities & Power N/A
    12.06.2021 NRG
  • NRG: Buyback news helps put 2021 in the rearview
  • Utilities & Power Buy
    12.05.2021 CMS
  • Utilities & Power: Utility Spotlight: Risk-off drives utility bid; Texas market reform; DUK delay; PCG; Cali cost of capital
  • Utilities & Power N/A
    12.02.2021 EIX
  • Utilities & Power: CPUC adopts PCG Kincade settlement, punts on EIX
  • Utilities & Power N/A
    11.22.2021 EIX
  • Utilities & Power: Newsom CPUC pick signals continuity; agenda highlights
  • Utilities & Power N/A
    11.21.2021 CMS
  • Utilities & Power: Utility Spotlight: Slide stemmed; EXC waits on NY; DUK Indiana preview; PCG news flow; NEP buyout
  • Utilities & Power N/A
    11.14.2021 CMS
  • Utilities & Power: Utility Spotlight: Inflation pressures mount; DC in focus; PCG certificate filing, self-assessment pending
  • Utilities & Power N/A
    11.10.2021 EIX
  • Utilities & Power: Cali cost of capital: Constructive memo account PD
  • Utilities & Power N/A
    11.06.2021 SRE
  • SRE: Oncor growth plans raised (again)
  • Utilities & Power Hold
    11.05.2021 VST
  • VST: Capital light, cash flow heavy
  • Utilities & Power Buy
    11.04.2021 NRG
  • NRG: Supply chain setback
  • Utilities & Power Buy
    11.04.2021 DUK
  • DUK: Firming up the outlook
  • Utilities & Power Hold
    11.03.2021 EXC
  • EXC: Clean commodity play; catalysts pending
  • Utilities & Power Buy
    11.03.2021 ETR
  • ETR: After Ida ... refocusing on LT growth
  • Utilities & Power Buy
    11.03.2021 EIX
  • EIX: Two steps forward, one step back
  • Utilities & Power Buy
    11.02.2021 PEG
  • PEG: Uncomplicated beat-and-raise
  • Utilities & Power Buy
    11.01.2021 PCG
  • PCG: Headline miss, progress on risk reduction
  • Utilities & Power Buy
    10.31.2021 CMS
  • Utilities & Power: Utility Spotlight: Clean energy rebound; reading Cali CCM tea leaves; 3Q ROEs; Alsup wrapping up
  • Utilities & Power N/A
    10.29.2021 CMS
  • Utilities & Power: EEI Financial Conference 2021: Meeting List (Updated)
  • Utilities & Power N/A
    10.29.2021 EXC
  • Utilities & Power: Nuclear PTC still in play ... and extended
  • Utilities & Power N/A
    10.28.2021 CMS
  • CMS: Storm headwinds absorbed; IRP in focus
  • Utilities & Power Hold
    10.27.2021 DTE
  • DTE: Headline miss, underlying strength
  • Utilities & Power Hold
    10.24.2021 CMS
  • Utilities & Power: Utility Spotlight: EEI CapEx survey; NEE rate case decision pending; PCG extends October gains
  • Utilities & Power N/A
    10.22.2021 NEP
  • NEP: Portfolio drop paves way to 2022 YE run-rate
  • Utilities & Power Buy
    10.22.2021 CMS
  • Utilities & Power: EEI Financial Conference 2021: Meeting List (Updated)
  • Utilities & Power N/A
    10.21.2021 PCG
  • PCG: WMP ratified, WEMA recovery approved
  • Utilities & Power Buy
    10.20.2021 NEP
  • NEP: Wind deal adds to 2022 growth drivers
  • Utilities & Power Buy
    10.20.2021 NEE
  • NEE: Headline beat, upbeat messaging
  • Utilities & Power Hold
    10.18.2021 CMS
  • Utilities & Power: Third quarter preview and commodity mark
  • Utilities & Power N/A
    10.18.2021 PCG
  • Utilities & Power: Chart of the Day - Welcome rain may dampen Northern California fire risk
  • Utilities & Power Buy
    10.17.2021 CMS
  • Utilities & Power: Utility Spotlight: VST joins utility value rally; Cali cost of capital pre-hearing; PCG WMP back before CPUC
  • Utilities & Power N/A
    10.13.2021 VST
  • VST: Back in the buyback business
  • Utilities & Power Buy
    10.10.2021 CMS
  • Utilities & Power: Utility Spotlight: Not so conventional wisdom; DUK; California CCM pre-hearing; PCG strength
  • Utilities & Power N/A
    10.08.2021 CMS
  • Utilities & Power: EEI Financial Conference 2021: Meeting List
  • Utilities & Power N/A
    10.03.2021 CMS
  • Utilities & Power: Utility Spotlight: Small relative win; Cali regulatory grab bag; new NC energy bill; commodities; ERCOT reform
  • Utilities & Power N/A
    09.29.2021 PEG
  • PEG: Checking the premium boxes; Upgrade to Buy
  • Utilities & Power Buy
    09.26.2021 CMS
  • Utilities & Power: Utility Spotlight: September swoon continues; PEG on deck; ETR; PCG; California CCM protests
  • Utilities & Power N/A
    09.23.2021 PCG
  • PCG: Shiroma delays CPUC vote on 2021 WMP
  • Utilities & Power Buy
    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
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