Deep Dives - Utilities & Power

Date Ticker Title Vertical Rating (at time of publication)
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
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