| 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 |
|
