Fisr Trust Nasdaq Clean Edge Smart Grid Infra

Armada Partners with Johnson Controls to Build Modular Data Centers in Arizona, Creating 500 Jobs and Securing $230M Funding

Johnson Controls Intl President Todd M. Grabowski Sells 4,274 Shares for ~$623k

nVent Announces Stock Repurchase Authorization

Eaton Corp Stock Price Target Raised to $462.36, Analysts Maintain "Buy" Rating

Hubbell Signs $900M Loan Agreement to Finance NSI Acquisition

Johnson Controls Expands Denmark Facility for Data Center Demand, Q2 Revenue $6.14B, 2028 Target $27B

nVent Electric Executive Obtained Stock Options

Johnson Controls Completes Acquisition of Alloy Firm

St. James Investment Company Increases Holding in Hubbell Inc

nVent Electric plc CTO Reduced Company Shares

Martha Claire Bennett exercises stock options and sells shares

Eaton Director Buys Company Shares

Johnson Controls Vice President Schlitz Lei Zhang Sells $12.51 Million Shares

Johnson Controls Expands Heat Pump Factory in Holme, Denmark

Eaton Corp President and COO Sells Company Stocks

Eaton Industrial COO Peter Denk Sells Shares

Eaton Corporation's Stock Price Target Raised to $448.25

Quanta Services CEO Earl C. Austin Jr. Sells 127,948 Shares

nVent Executives Lynnette R. Heath Sells and Gives Away Stocks

Evercore ISI Analyst Maintains Hold Rating on Johnson Controls

InMed Pharmaceuticals

AMPLITECH GROUP INC. USD0.001 S/R 20/11/26 SER B

Amesite

CN Energy

AMPLITECH GROUP INC. COM USD0.001 (S/R 18/07/2026)

NextNRG

Meiwu Tech

Generation Income Properties

MetaVia

OceanPal

Pinned News

置顶新闻

Clearway Energy Doubles Down on Growth Targets

GRID

VRTL

Kennedy Investment Group reduced its stake in Vertiv Holdings Co. (NYSE:VRT) by 38.9% in Q4, now holding 9,472 shares valued at $1.54 million. Other investors, including IFP Advisors and Cullen Frost Bankers, increased their stakes. Vertiv's stock opened at $322.26, with a market cap of $123.78 billion. The company reported Q1 earnings of $1.17 EPS, exceeding estimates, and announced a quarterly dividend of $0.0625 per share.

Market Beat

Vertiv

GraniteShares 2x Long VRT Daily ETF

Cullen Frost Bankers

Jefferies Financial

Citigroup

HSBC

JPMorgan Chase

NVIDIA

CITIGROUP INC 6.250 NON CUM SER II PFD WI

HSBC 5xShortSG241213

HSBC HOLDINGS

HSBC Holdings Plc

JPMORGAN CHASE & CO. 4.20% DEP SHS REPSTG 1/400TH PFD SER MM

JPMORGAN CHASE & CO. 6%NON CUM DEP SHS REP 1/400TH PFD SER EE

JPMORGAN CHASE & CO. DEP REP 1/400TH (5.75% NON CUM PFD DD)

JPMORGAN CHASE & CO. 4.625% DEP SH RE 1/400TH INT NO CU PF LL

JPMorgan Chase & Co.

JPMORGAN CHASE & CO. 4.55% DEP SHS REPSTG 1/400TH PFD SER JJ

JPMORGAN CHASE & CO. 4.75 DEP SHS REP 1/400 NCUM PFD SR GG

NVIDIA Corporation

Vertiv Holdings Co. $VRT Shares Sold by Kennedy Investment Group

CWEN

Clearway Energy's Q1 earnings call highlighted strong growth targets despite weather-related setbacks. The company reaffirmed its 2026 cash available for distribution (CAFD) guidance of $470-$510 million and set a 2027 target of at least $2.70 per share. Management increased the capital deployment outlook to $3.0 billion through 2029, aiming for ambitious 2030 CAFD targets. The acquisition of the Cardinal portfolio is expected to enhance growth, while a turbine enhancement program may impact near-term results. Clearway also noted strong financing conditions to support its expanding pipeline.

Tip Ranks

Clearway Energy-C

Select Sect Spdr Util

ISHRS S&P Glb Utilities

Vestas Wind Systems

Clearway Energy

CHPT

ChargePoint plans to install 2,500 EV charging ports at multifamily residences in the U.S. starting in 2026, addressing the charging challenges faced by condo dwellers. Partnering with OBE Power, which will own and operate the chargers, ChargePoint aims to simplify the process for landlords and EV drivers. This initiative will expand ChargePoint's Level 2 charging network to approximately 78,000 ports, solidifying its position as the largest operator in the country.

InsideEVs

ChargePoint

Tesla

ChargePoint Wants To Fix The Condo EV Charging Problem With 2,500 New Ports

Bloom Energy (BE) reported strong Q1 results, raising its 2026 guidance and announcing $5 billion in AI power deals with Oracle and Brookfield. Despite a recent share price pullback, its year-to-date return is 162.14%. Analysts suggest the stock is overvalued at $258.71 compared to a fair value estimate of $111.18. The demand for AI and cloud data center power is driving growth, but risks include competition from zero-emission options and regulatory challenges.

Simplywall

Bloom Energy

Oracle

Brookfield

Amazon

ORACLE CORP DEPOSITARY SH REP 1/2000TH PFD SER D

Bloom Energy (BE) Valuation Check After AI Power Deals Guidance Upgrade And Strong First Quarter Results

EMLP

Quanta Services reported record first-quarter revenue and backlog, driven by strong demand in energy infrastructure. The merger of NextEra Energy and Dominion Energy is expected to boost power grid investments, enhancing Quanta's prospects. However, risks remain if utility spending slows. Quanta raised its 2026 revenue guidance to $34.7-$35.2 billion, with projected earnings of $1.40-$1.50 billion. Analysts predict $42.8 billion revenue by 2029, but some estimates suggest the stock may be overvalued by 43%.

Quanta Services

Nextera Energy

Dominion Energy

First Trust North American Energy Infra Fd

NEXTERA ENERGY CAPITAL HLDGS INC 5.65%JNR SUBORD DEB 01/03/2079 SER N

NEXTERA ENERGY CAPITAL HLDGS INC 6.5% BDS 15/04/86 USD1000

Nextera Energy Partners LP

NEXTERA ENERGY INC 6.926% CORPORATE UNITS 01/09/2025

NEXTERA ENERGY INC CORP UNIT 01/11/2029

NEXTERA ENERGY CAPITAL HLDGS INC 6.5% BDS 01/06/85 USD25

NEXTERA ENERGY INC CORP UNIT 01/06/2027

NEXTERA ENERGY INC CORP UNIT

Is Quanta Services (PWR) Turning Record Backlog Into Lasting Advantage In Grid Modernization?

EOSE

EOSEW

DNB Asset Management AS reduced its holdings in Eos Energy Enterprises, Inc. (NASDAQ:EOSE) by 48.7% in Q4, now owning 530,534 shares valued at $6.08 million. Other institutional investors have also adjusted their positions. Analysts have mixed ratings on EOSE, with a consensus 'Hold' and a price target of $10.93. The stock is currently down 5.5%, trading at $7.43, with a market cap of $2.52 billion.

EOS Energy Enterprises

EOS ENERGY ENTERPRISES INC C/WTS 17/11/2025(TO PUR COM)

Goldman Sachs

Prudential financial

GS Hldg R

Prudential Financial Pref Share PRS 5.625 08/15/58

Prudential Financial Pref Share PFH 4.125 09/01/25

Prudential Financial Pref Share PRH 5.95 09/01/62

DNB Asset Management AS Lowers Holdings in Eos Energy Enterprises, Inc. $EOSE

DNB Asset Management AS increased its stake in Bloom Energy Corporation (NYSE:BE) by 435.7% in Q4, owning 62,655 shares valued at $5.44 million. Other institutional investors also raised their positions. Bloom Energy's stock opened at $258.93, with a market cap of $73.65 billion. The company reported Q1 earnings of $0.44 EPS, exceeding estimates, and raised its FY 2026 guidance. Analysts view Bloom Energy positively due to its role in AI-related power demand and clean energy.

NANO Nuclear Energy

Fifth Third Bancorp

Sandisk

Dow Jones Industrial Average

Fifth Third Bancorp Pref Share FITBO 4.95 Perp 09/30/24 K

FIFTH THIRD BANK PREF SHARE FITB V6.625 P12/31/49 I

Fifth Third Bancorp Pref Shares FITBM 6.875 Perp 10/01/30

Fifth Third Bancorp Depositary Shs B Ser A Repr 1/40 6 % Perp Pfd Registered Shs B Ser A

Sandisk - WI

Bloom Energy Corporation $BE Shares Bought by DNB Asset Management AS

159320

159326

Wasion Americas, Inc. has announced a strategic partnership with Crytica Security, Inc. to enhance utility security at the grid edge. The collaboration will integrate Crytica's RDAi™ technology into Wasion's Aventa™ Electric Meter, enabling advanced device-level security. This partnership aims to provide real-time detection of cyber threats directly on smart meters, allowing utilities to activate security features without disrupting existing infrastructure.

prnewswire

GF Fund Hang Seng China A Power Grid Equipment ETF

ChinaAMC CSI Grid Equipment Thematic ETF

WASION HOLDINGS

09:25 ETWasion Americas and Crytica Security Announce Partnership to Enhance Utility Security at the Grid Edge

SEDG

Yesterday, SolarEdge's stock price surged by 22.93%, closing at $61.76, a rare single-day increase. The trading volume skyrocketed to $844 million, with capital inflow described as frantic. The MACD daily line established a bullish signal above the zero axis, which, combined with such a strong volume and large bullish candlestick, typically indicates a dramatic shift in market sentiment, with short-sellers quickly suppressed and bulls attempting to regain dominance. In the short term, this large volume bullish candlestick strongly suggests a reversal in the market pattern. On the news front, SolarEdge may have been stimulated by expectations of new energy policies or improvements in the company's fundamentals. Fervo Energy, also in the clean energy sector, has recently shown bullish signals, with significant increases in capital activity within the sector. Additionally, the U.S. April industrial output data showed strong performance related to electrical equipment and renewable energy, providing macro support for the new energy sector. However, it is important to note that the rising expectations for interest rate hikes by the Federal Reserve may put pressure on highly leveraged new energy companies, and it remains to be seen whether SolarEdge can maintain its rebound momentum in a rising interest rate environment. From a technical perspective, yesterday's massive bullish candlestick recovered the losses from several previous trading days in one go, and the 5-day and 10-day moving averages are likely to be significantly left behind by the stock price in the short term. However, such a dramatic single-day increase is often accompanied by increased volatility in the following days, and intraday pullbacks and consolidations are normal phenomena

Technical Forecast

Solaredge Tech

Fervo Energy

Pre-market trend | SolarEdge (SEDG) surged over 22% on May 15, can the influx of funds continue?

FRVO

Yesterday's closing price of Fervo Energy rose slightly by 1.06%, closing at $41.06, showing a mild but steady trend, maintaining above the 5-day moving average for several consecutive days. The MACD daily line established a bullish signal above the zero axis, indicating that the buying power is gradually strengthening, and the initial momentum for confirming the short-term trend has begun to emerge. The total trading volume for the day was approximately $288 million, reflecting the sustained attention of market funds for this emerging target in the renewable energy sector. The market rhythm is stable, with bulls advancing in an orderly manner. On the news front, the renewable energy sector has recently received multiple policy benefits and industry drives. The U.S. industrial output data showed outstanding performance in the electrical equipment sector, with the demand for clean energy in data centers continuing to grow, injecting new imagination into the geothermal energy niche. As a representative enterprise of the new generation of geothermal energy technology, Fervo Energy has a unique advantage in meeting the round-the-clock base load power demand of data centers, distinguishing itself from the intermittent characteristics of photovoltaics and wind power. SolarEdge, also part of the clean energy sector, surged over 22% yesterday, significantly heating up the sector, which is expected to bring a capital spillover effect to Fervo Energy. From a technical perspective, the $40 integer level serves as the first short-term support reference. The moving average system is gradually flattening and showing signs of upward tilt. If today's volume can moderately increase and push the stock price above $42, the short-term bullish pattern will be further solidified

Pre-market trend | Fervo Energy (FRVO) steadily rises on 5/15, is the geothermal energy newcomer gearing up for a breakthrough?

Fisr Trust Nasdaq Clean Edge Smart Grid Infra(GRID.US)