UTILITIES

Sep 26, 2026

This article analyzes New Jersey Resources Corporation (NJR) with key findings indicating weak near-term sentiment but long-term strength. It provides AI-generated institutional trading strategies including position trading, momentum breakout, and risk hedging, alongside a multi-timeframe signal analysis. The analysis highlights current support and resistance levels across different time horizons for NJR.

Sep 26, 2026

NextEra Energy (NYSE: NEE) is presented as a strong solution for the massive power demands of AI data centers, including those of Anthropic. The company's Energy Resources subsidiary offers diverse power solutions, including renewables, natural gas, battery storage, and nuclear power, and is actively expanding its capacity with a 35 GW project backlog. Investors can benefit from NextEra's growth potential and a projected 10% dividend increase this year, with annual growth targeted through 2028.

Sep 26, 2026

Consumers Energy is scheduling an 8-hour power outage next week to perform updates on a substation in Elsie and Chapin townships, Michigan. The planned work, affecting 1,438 customers, aims to modernize the system and improve electric reliability, running from 10 p.m. Thursday, Oct. 1, to 6 a.m. Friday, Oct. 2. Customers have been notified, and a backup date of Oct. 8 is set if the initial work cannot proceed.

Sep 26, 2026

TransAlta (TSX:TA) is under scrutiny as its recent share price softness contrasts with its long-term gains, prompting questions about its current valuation. A recent U.S. Department of Energy directive extended the operation of one of its Washington State facilities, highlighting the company's tie to regulatory decisions. The article explores differing valuation models, with one suggesting the stock is modestly overvalued and another indicating it's deeply discounted based on future cash flows, leaving investors to weigh various assumptions.

Sep 26, 2026

Envestnet Asset Management Inc. reduced its stake in PPL Corporation (NYSE:PPL) by 8.3% in the second quarter, selling 268,522 shares. Despite this, several other hedge funds increased their positions in PPL. Analysts currently rate PPL as a "Moderate Buy" with an average target price of $40.31, even though the company recently missed quarterly earnings estimates.

Sep 26, 2026

RGC Resources Inc. CEO Paul W. Nester purchased 300 shares of the company's common stock at $21.08 per share on September 23, 2026. This open-market transaction increased his direct beneficial ownership to 134,512.588 shares. The Form 4 filing with the SEC was submitted on September 25, 2026.

Sep 26, 2026

Bank of America Corp DE has acquired 155,842 shares of American States Water Company (NYSE:AWR) in the second quarter, valued at approximately $12.9 million, representing 0.39% of the company. American States Water reported strong Q2 earnings, exceeding analyst estimates with $1.09 EPS and an 11.2% revenue increase, and subsequently raised its quarterly dividend to $0.5455 per share. Despite some analyst upgrades, the consensus rating for AWR remains "Hold."

Sep 26, 2026

Alejandro T. Vallejo, EVP and Chief People Officer at PG&E Corp, acquired 596.66 phantom stock units on September 23, 2026, through deferred compensation plans. These units, valued at $12.41 each, bring his total holdings to 35,527.2 phantom stock units. The units are payable in cash upon his termination of service and represent the economic equivalent of one common stock share.

Sep 26, 2026

Wall Street Zen downgraded RGC Resources (NASDAQ:RGCO) from "hold" to "sell," despite MarketBeat's consensus "Buy" rating and a $27.00 price target. The downgrade follows RGC Resources missing its latest quarterly earnings and revenue estimates. However, insider and institutional activity has been positive, with recent share purchases by a director and overall increases in institutional holdings.

Sep 26, 2026

The Tennessee Valley Authority (TVA) recorded unprecedented electricity demand in September, exceeding 30,000 megawatts on 17 days, a feat only achieved once before in its history for that month. This record-breaking usage, peaking at 33,270 megawatts on September 3, was attributed to an unusually hot "heat dome" across the region. In response to rising demand, TVA plans to invest $13 billion over the next three years to expand its power system, primarily through gas-fired plants, which has drawn legal challenges from climate groups.

Sep 26, 2026

Fortis Inc. (TSX:FTS) operates primarily regulated electric and gas utilities across North America and the Caribbean, providing predictable cash flows largely insulated from economic cycles. The company's multi-year capital plan focuses on grid modernization, transmission expansion, and cleaner energy investments, expanding its rate base and supporting earnings growth. Despite potential fluctuations in utility share prices due to interest rate shifts, Fortis's diversified regulated operations, predictable growth, and five-decade-long dividend increase record offer a stable foundation for income-focused portfolios.

Sep 26, 2026

A forum organized by the League of Women Voters of Washtenaw County hosted a debate between Ann Arbor for Public Power (A2P2) and the DTE-backed Ann Arbor Responsible Energy Coalition (A2REC) regarding a ballot proposal. Voters will decide on City Proposal E, which could lead to Ann Arbor replacing DTE Energy with a city-run power grid, overseen by an elected public utility board. The debate covered issues of local accountability, expertise in managing the grid, union perspectives, infrastructure maintenance, financial implications for the city, and the path to achieving carbon neutrality.

Sep 26, 2026

Duke Energy (DUK) recently hit a 52-week low, not due to internal company issues, but because the 30-year Treasury yield reached its highest level since 2004, making its dividend less attractive compared to government bonds. The article explains that utilities like Duke Energy are bought for dependable income, and rising bond yields diminish the appeal of their dividends. Additionally, higher interest rates increase the cost of borrowing for capital-intensive utilities, impacting future profitability.

Sep 26, 2026

Duke Energy (DUK) recently hit a 52-week low, not due to internal company issues, but because the 30-year Treasury yield reached its highest level since 2004, making bonds more attractive to income investors. Utilities like Duke, which are typically bought for dependable dividends, are being repriced as debt costs rise and bond yields offer comparable returns without operational risk. Despite this, Duke's underlying business remains strong, with rising electricity demand and a regulated monopoly status.

Sep 25, 2026

Mike Skaggs, interim CEO of TVA, discusses the recent actions taken by the TVA board of directors to ensure the future of energy in the Tennessee Valley. These actions include significant investments in new generation capacity, grid expansion, and updated rate structures. The goal is to provide reliable, affordable energy while driving economic development and stewarding the environment.

Sep 25, 2026

Edison International (EIX) announced it will maintain its quarterly dividend at $0.8775 per share, resulting in a 6.67% yield. Despite a moderate GF Score™ of 66/100, indicating strengths in valuation and profitability, the company faces weaknesses in financial strength and momentum, along with net insider selling. The stock's Price-to-Sales ratio is significantly below its historical median, suggesting tempered market expectations, although GuruFocus's GF Value™ estimates it as modestly undervalued.

Sep 25, 2026

Record-setting heat in September 2026 caused the Tennessee Valley Authority (TVA) to break an electricity demand record by supplying enough energy for over 19.2 million homes. The TVA met a 30K megawatt demand on 17 days this September, vastly exceeding the previous record of one day in September 2007. Scientists predict that rising global temperatures will lead to more extreme heat and increased energy demand in the future.

Sep 25, 2026

McDonald's (MCD) is identified as the world's largest restaurant brand, with a global presence and substantial systemwide sales. Despite long-term strategic benefits, the company faces near-term challenges. Morningstar assesses McDonald's shares as attractive, highlighting its economic moat and stewardship.

Sep 25, 2026

The U.S. Nuclear Regulatory Commission (NRC) confirmed on September 24 that a surveillance capsule report from PG&E's Diablo Canyon Unit 1 met federal requirements. This assessment follows the renewal of the plant's operating licenses in April and helps track the reactor vessel's resistance to fracture due to neutron exposure. The report's approval does not grant a new operating term but affirms compliance with monitoring programs, with PG&E estimating significant costs if the plant were to close.

Sep 25, 2026

Entergy has been recognized by Site Selection magazine as a Top Utility in economic development for the 19th consecutive year. In 2025, Entergy Texas played a crucial role in securing over $30,000 in capital investments and creating more than 700 new jobs in Southeast Texas. This achievement highlights Entergy's commitment to fostering growth through reliable, affordable energy and strategic partnerships, while also implementing major infrastructure upgrades to support continued economic development.

Sep 25, 2026

Director Williamson John B III recently purchased 2,703 shares of RGC Resources Inc (RGCO), increasing his total holdings to 182,634.24 shares. This transaction is part of a larger pattern of insider buying, with 41 insider purchases and no sales over the past year, indicating strong insider confidence. RGC Resources Inc is considered "Modestly Undervalued" by GuruFocus's GF Value, suggesting its current stock price of $20.93 is below its intrinsic value.

Sep 25, 2026

DTE Energy is positioned for significant growth due to the AI-driven surge in electricity demand and its hyperscale data center deals with Oracle and Alphabet. Despite a recent stock slide, analysts are confident in DTE's potential, with a price target of $139.90, representing a 13.64% upside. The company's 2.4 GW of signed deals and additional pipeline suggest long-term EPS growth exceeding 8%, though regulatory scrutiny and interest rates pose risks.

Sep 25, 2026

CenterPoint Energy has secured $50 million from the U.S. Department of Energy (DOE) to enhance grid resiliency and reliability in the Houston area. This funding is part of the DOE's SPARK initiative, which aims to invest $1.9 billion in grid improvement projects nationwide. CenterPoint will implement Siemens Energy's transmission grid stabilizing technology through Project TALON, a move expected to create over 500 local jobs and bolster the region's energy infrastructure against extreme weather.

Sep 25, 2026

RGC Resources Director John Williamson III recently purchased 2,500 shares of RGCO stock for $52,350, increasing his ownership by 1.39%. The stock traded up 0.9% to $20.97, near its 12-month low, and offers a 4.1% dividend yield. Despite slightly missing recent quarterly earnings estimates, analyst sentiment remains positive with a "Buy" rating and a $27 consensus price target.

Sep 25, 2026

Fusion Fuel Green PLC has announced a Share Exchange Agreement to issue 500,000 Class A ordinary shares, valued at $2,000,000, to three investors. This transaction is part of a deal involving its majority-owned subsidiary, Quality Industrial Corp. (QIND), and Al Shola Gas Distribution L.L.C., where QIND will issue shares of equivalent value to Fusion Fuel Green.

Sep 25, 2026

PG&E Corporation announced it will hold a conference call on Thursday, October 22, 2026, at 11:00 a.m. Eastern Time to discuss its third quarter 2026 financial results. The public can access the call via a simultaneous webcast, and a replay will be available shortly after the live event. PG&E Corporation, headquartered in Oakland, California, is the parent company of Pacific Gas and Electric Company, serving 16 million Californians.

Sep 25, 2026

Evergy (EVRG) is well-positioned to benefit from the increasing demand for electricity from data centers in its service territories, having signed agreements for approximately 2,600 MW of demand and identified several gigawatts more in potential expansions. The company plans significant capital investments of $21.6 billion through 2030, aiming for 12% annual rate-base growth and 6-8% adjusted earnings growth, driven by expanding generation and grid infrastructure. This trend also supports other utilities like FirstEnergy (FE) and PPL Corporation (PPL) in expanding their infrastructure to meet growing data center power requirements.

Sep 25, 2026

CenterPoint Energy, Inc. (NYSE:CNP) has declared a quarterly dividend of $0.24 per share, payable on December 10th to shareholders of record on November 19th. This equates to an annual dividend of $0.96 and a 2.6% yield, which appears well-covered by the company's earnings with a 51.1% payout ratio and five consecutive years of increases. Despite the positive dividend news and exceeding quarterly earnings expectations, CNP shares experienced a slight decline.

Sep 25, 2026

Eversource has installed its 500,000th smart meter in Massachusetts, marking a significant milestone in its statewide rollout. This initiative aims to provide customers with greater visibility into their energy use through online tools and a mobile app, helping them manage consumption and receive high-bill alerts. The company expects to complete the statewide rollout by the end of 2027, enhancing grid responsiveness and outage detection.

Sep 25, 2026

Leslie's Inc. shares are plummeting after reports indicate the swimming pool supplies retailer is preparing to file for Chapter 11 bankruptcy as early as next week. This follows a "going concern" warning last month and aggressive expansion during the pandemic that led to a heavy debt load, which the company plans to resolve through a debt-for-equity swap with creditors.

Sep 25, 2026

OPAL Fuels Inc. (OPAL) is in focus following the extension of its Miramar landfill gas rights, bringing renewed attention to its operations in the energy sector. This development prompts investors to evaluate the company's execution, customer response, and the broader sector conditions. The article emphasizes that consistent delivery and operational evidence in subsequent reporting cycles will be key for investors, rather than just the initial announcement.

Sep 25, 2026

San Francisco Mayor Daniel Lurie has expressed skepticism regarding the city's potential takeover of PG&E assets, though he is not actively obstructing the multi-year effort. This comes as the Board of Supervisors unanimously rejected a PG&E maneuver to delay the takeover, intensifying calls for municipal power, especially after a significant December blackout. The city and PG&E are preparing to release their respective valuations of the utility's San Francisco infrastructure, a critical step in the acquisition process.

Sep 25, 2026

Sidoti has increased its Q2 FY2028 EPS estimate for NeoVolta to $0.04 from $0.03, and projects FY2028 EPS at $0.16, despite the current full-year consensus remaining a loss of $0.37 per share. This upgrade comes after NeoVolta reported significantly weaker-than-expected quarterly results, including a $0.24-per-share loss against a $0.09 consensus and revenue of only $10,000 compared to estimates of $1.27 million. The company's stock opened at $2.39 after a 24.6% drop, reflecting mixed analyst sentiment with a "Hold" consensus rating and a $9.50 price target.

Sep 25, 2026

U.S. Global Investors, Inc. (GROW) is under market scrutiny after approving continued monthly dividends and reporting stronger travel spending, positioning it prominently in the dividend stocks conversation. The article emphasizes that market attention will be tied to the quality of GROW's execution rather than just the announcement, urging investors to monitor consistent delivery in subsequent disclosures. It also highlights the importance of considering sector-wide conditions and company-specific risks when evaluating GROW's performance.

Sep 25, 2026

Dominion Energy has frozen its quarterly dividend at $0.6675 since 2022 to focus on deleveraging and investing in offshore wind and data center infrastructure, despite consistent operating earnings beats. A pending $66.8 billion merger with NextEra Energy, known for its dividend growth, could alter Dominion's payout policy if approved, offering potential relief to income-focused investors whose returns have been minimal from share price appreciation alone. The dividend's safety at its current level is supported by regulated earnings, but its growth remains contingent on regulatory decisions and the merger's outcome, especially with competing 10-year Treasury yields at 5.11%.

Sep 25, 2026

A proposed $67 billion takeover of Dominion Energy by NextEra Energy is causing significant concern among Virginians and their leaders. Residents fear increased costs and potential conflicts of interest given NextEra's structure, which includes both regulated and unregulated energy businesses. Lieutenant Governor Ghazala Hashmi has submitted 64 questions to both companies, and the governor has also intervened, with public testimony and an evidentiary hearing scheduled for November.

Sep 25, 2026

The Tennessee Valley Authority (TVA) reported multiple record highs for power demand and system reliability during an "historic" September heat dome. The TVA power system delivered over 30,000 megawatts of electricity on 17 separate days in September, with a peak of 33,270 MW on September 3, enough to power over 19.2 million homes. These achievements were attributed to TVA's diverse generation portfolio and the efforts of its employees and local power providers.

Sep 25, 2026

This article discusses why wide-moat stocks, typically seen as high-quality investments, have struggled in the current market, particularly in Q1 2026. Morningstar's Jerry Kerns explains the concept of economic moats and their five sources, noting that while these stocks generally outperform in the long term, recent market conditions have challenged their short-term performance. The article also highlights insights from Morningstar magazine, including an interview with legendary investor David Booth, emphasizing long-term investing.

Sep 25, 2026

QRG Capital Management Inc. significantly increased its stake in CenterPoint Energy, Inc. (NYSE:CNP) by 1,055.5% in the second quarter, now holding 132,656 shares valued at $6.3 million. Institutional investors collectively own 91.77% of the company's stock. Despite some analysts lowering price targets, the consensus rating for CenterPoint Energy remains a "Moderate Buy" with an average target price of $44.93, supported by the company exceeding earnings expectations and raising its quarterly dividend.

Sep 25, 2026

Bank of America Corp DE has made a new investment in TXNM Energy, Inc. (NYSE:TXNM), acquiring 360,040 shares valued at approximately $20.4 million. This investment represents about 0.35% of TXNM Energy, whose stock is largely owned by institutional investors. TXNM Energy recently reported strong quarterly earnings, exceeding analyst estimates, and declared a quarterly dividend.

Sep 25, 2026

PG&E is conducting helicopter surveys across Humboldt County for approximately one month, beginning September 22nd, to identify potential wildfire risks. These flights use LiDAR and high-resolution imaging to inspect electrical equipment and nearby vegetation in rural areas, especially within high fire-threat districts. The aim is to gather data for maintenance and safety improvements to reduce wildfire risks, with helicopters flying low and hovering at inspection points.

Sep 25, 2026

Linda Wohlbach is out over $2,000 after an alleged Georgia Power equipment failure caused damage to her home, which the power company refuses to cover. Georgia Power denied her claim, stating that the failure was not due to their negligence and that they are not responsible for damages outside their control. This has sparked frustration among customers who feel there is a lack of oversight regarding how these determinations are made.

Sep 25, 2026

This article compares Constellation Energy Corporation (CEG) and Vistra Corp. (VST) as AI power stocks, highlighting their differing valuations and asset bases. Constellation, with its large nuclear fleet, trades at a higher forward earnings multiple, while Vistra offers more diversified generation and lower valuation, suggesting a better risk-adjusted stock. The author concludes by recommending an alternative, unnamed AI stock with higher potential.

Sep 25, 2026

Argus released an analyst report on Consolidated Edison, Inc. (ED) on September 23, 2026, indicating solid adjusted earnings growth in the second half of 2026. The report highlights that Con Edison, following the sale of its Clean Energy Businesses, now operates as a pure-play regulated utility serving millions of customers in New York. The current price for ED is $102.71, with the full price target available in the detailed report.

Sep 25, 2026

Colorado is considering new rules for Xcel Energy regarding planned power shutoffs, following a controversial event last December that left thousands without power. The proposed guidelines from the Public Utilities Commission aim to ensure better communication, transparency, and restoration efforts from utility companies during such events. A public hearing on these new rules is scheduled for November 23rd.

Sep 25, 2026

American Electric Power Company (AEP) is a large regulated utility in the US, serving over 5 million customers across 11 states. The company's capacity is composed of 39% coal and a mix of other natural sources. Its growth is dependent on strong management and support from stakeholders.

Sep 25, 2026

This article examines the factors contributing to Fortis Inc.'s dividend strength, highlighting its regulated utility business model, predictable revenues, and extensive infrastructure across Canada, the US, and the Caribbean. It emphasizes Fortis's long history of dividend growth and reliability, positioning it as a stable income-generating stock, especially during market volatility. The company's ongoing investments in infrastructure and renewable energy also support its long-term dividend sustainability.

Sep 25, 2026

Walmart, South Carolina's electric cooperatives, and other organizations have formally joined the Public Service Commission's review of the proposed Dominion Energy and NextEra Energy merger. These groups intervened to ensure their varying interests, such as electricity costs for large commercial users and reliable service for cooperative members, are represented during the regulatory process. Formal intervention allows them to request information, present evidence, and participate more deeply than during public hearings.

Sep 25, 2026

CenterPoint Energy, Inc. (NYSE: CNP) announced that its Board of Directors has declared a regular quarterly cash dividend of $0.2400 per share. This dividend will be payable on December 10, 2026, to shareholders of record as of November 19, 2026. CenterPoint Energy is a Texas-based investor-owned electric and gas utility serving over 7 million customers across multiple states.

Sep 25, 2026

NiSource Inc. (NI) is a regulated gas utility company operating in six states, with subsidiaries Columbia Gas and NIPSCO handling transmission, distribution, and generation. An analyst report from Argus on September 24, 2026, suggests that NiSource's share price offers a buying opportunity. The report provides a summary of the company's operations and indicates a current price of $39.12 with a price target.

Sep 25, 2026

The Tennessee Valley Authority (TVA) achieved multiple records in September for power demand and system reliability, delivering over 30,000 megawatts of electricity on 17 separate days. This included an all-time fall/spring peak demand of 33,270 megawatts on September 3. TVA is also preparing for future demand, projecting a need for 11 to 32 gigawatts of additional generation capacity by 2040 and having 4,120 megawatts currently under construction.