ISHRS S&P Glb Utilities

Sempla Energy's Oncor Approved for PUCT Base Rate Review

US Nuclear Industry Sees Revival as Multiple Companies Restart and Advance Projects

Constellation Completes 105 MW Pastoria Solar Project in California

BCS Wealth Management Increases Stake in American Electric Power

Nextera Energy to Release FY2026 Q1 Earnings on April 23 Pre-Market EST, Forecast Revenue USD 7.274 B, EPS USD 0.8632

Duke Energy Requests $500M Cost Recovery from North Carolina

Duke Energy Seeks Approval to Recover $809 Million in Winter Power Costs

AEP Applies to Acquire Sycamore Riverside Energy Center

Duke Energy Expanding Self-healing Grid Technology in Indiana

US Bank Securities Maintains Hold Rating on Duke Energy

Piedmont Natural Gas Files for Base Rate Increase

South California Saves Over $120 Million in Energy Costs During Winter Storm Fern via Natural Gas Storage

BofA Securities Maintains Buy Rating on Constellation Energy with Reduced Price Target

Duke Energy Shareholders to Vote on Eliminating Supermajority Voting Requirement

Duke Energy Approved To Build New Natural Gas Power Plant In Anderson County

Morgan Stanley Reiterates Overweight Rating on Constellation Energy with $385 Price Target

Constellation Energy Invests Nearly $90 Million in Upgrades at Calvert Cliffs Clean Energy Center

Constellation Energy to Release FY2026 Earnings on March 31 Pre-Market EST, Forecast Revenue USD 32.56 B, EPS USD 11.5132

Duke Energy CEO Says Labor Shortage Is the Biggest Challenge for Data Center Expansion

Duke Energy CEO predicts a turning point in US data center power demand in 2027-2028

Energy Focus

Forum Markets

Tradr 2X Long CRML Daily ETF

Leverage Shares 2X Long CRML Daily ETF

Kailera Therapeutics

Beasley Broadcast

CO2 ENERGY TRANSITION CORP. COM USD0.0001 15/10/2028 (SUB/RIGHTS)

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Fold

Critical Metals

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The article discusses three dividend stocks to consider before the market recognizes their potential: American Electric Power, American Water Works, and Black Hills. These utility companies are adapting to new revenue opportunities from the growing demand of data centers, which could enhance their cash flow and support dividend growth. American Electric Power is investing $72 billion in infrastructure, while American Water Works is merging with Essential Utilities to meet data center needs. Black Hills has established partnerships with major tech companies and is planning a merger to expand its services. Each company offers attractive dividend yields, with Black Hills leading at 3.7%.

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American Water Works

Black Hills

Essential Utilities

American Electric Power

First Trust Water

VG Utilities

Global X Clean Water ETF

Select Sect Spdr Util

Invesco S&P Global Water Index ETF

Invesco Water Res

NVIDIA

Intel

SoftBank

SoftBank Group Corp.

Northwestern

Meta Platforms

Microsoft

Netflix

S&P 500

NVIDIA Corporation

I'd Buy More of These 3 Dividend Stocks Before the Market Figures Out What It's Missing

AMLP

VSTL

EMLP

TPYP

MLPA

Vistra Earnings Preview: What to Expect

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Vistra

Us Natural Gas

Alerian MLP

Defiance Daily Target 2X Long VST ETF

First Trust North American Energy Infra Fd

Tortoise N Americ Pipe

Global X MLP

Vistra Earnings Preview: What to Expect

CUSHING ASSET MANAGEMENT LP dba NXG INVESTMENT MANAGEMENT reduced its stake in Vistra Corp. (NYSE:VST) by 9.5% in Q4, now holding 208,700 shares valued at approximately $33.67 million. The stock constitutes 1.9% of their portfolio. Other institutional investors have also adjusted their positions in Vistra. Despite positive sentiment from endorsements and technical momentum, concerns over insider selling and high leverage may affect investor confidence. Vistra's stock opened at $163.14, with a market cap of $55.23 billion and a PE ratio of 75.18.

Market Beat

Sempra Energy

Constellation Energy

Sempra Energy Pref Share SREA 5.75 07/01/79

CUSHING ASSET MANAGEMENT LP dba NXG INVESTMENT MANAGEMENT Has $33.67 Million Stock Holdings in Vistra Corp. $VST

Pekao Towarzystwo Funduszy Inwestycyjnych S.A. acquired 11,217 shares of NextEra Energy, Inc. (NYSE: NEE) valued at approximately $901,000 during the fourth quarter, as reported in its recent 13F filing. Other investors, including Asset Management One Co. Ltd. and Benson Investment Management Company Inc., also increased their stakes in NextEra Energy. The company has a market cap of $191.82 billion and a PE ratio of 27.96. Analysts have mixed sentiments regarding NextEra's earnings outlook, with some expecting a decline in the next reported earnings.

Nextera Energy

Pekao Towarzystwo Funduszy Inwestycyjnych S.A. Purchases Shares of 11,217 NextEra Energy, Inc. $NEE

GRID

PAVE

Cwm LLC increased its stake in Quanta Services, Inc. (NYSE:PWR) by 325.4% in Q4, acquiring an additional 20,731 shares, bringing its total to 27,102 shares valued at $11.44 million. Other hedge funds also adjusted their positions in PWR. Analysts have given Quanta Services a "Moderate Buy" rating, with a consensus target price of $595.82. Positive sentiment surrounds the company due to rising electricity demand and grid modernization, while some caution exists regarding market volatility.

Quanta Services

Fisr Trust Nasdaq Clean Edge Smart Grid Infra

iShares S&P Global Infra

Glob X US Infra

Cwm LLC Buys 20,731 Shares of Quanta Services, Inc. $PWR

Wall Street Zen upgraded Fortis (NYSE:FTS) from a "sell" to a "hold" rating. Other analysts have also provided ratings, with five giving a "buy" and five a "hold". Fortis has a market cap of $28.95 billion, a PE ratio of 23.30, and reported $0.65 EPS, exceeding estimates. Institutional investors hold 57.77% of the stock. Fortis is a Canadian utility company focused on electricity and gas services across Canada, the U.S., and the Caribbean.

Fortis

Wall Street Zen Upgrades Fortis (NYSE:FTS) to "Hold"

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AIPO

FUTY

Utilities plan $1.4T in capex over next five years to upgrade grid, power AI boom

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Dow Jones Utility Average

Defiance AI & Power Infrastructure ETF

ISHRS Us Utilities

Fidelity MSCI Utilities Index

Utilities plan $1.4T in capex over next five years to upgrade grid, power AI boom

On April 18, PSEG Long Island celebrates National Lineman Appreciation Day, recognizing the dedication of its field staff in ensuring reliable electricity supply. With around 700 line workers, both permanent and contracted, they work tirelessly to maintain and repair the electrical grid, providing service to 1.2 million customers. Michael Sullivan, VP of Electric Operations, expressed gratitude for their commitment, especially during emergencies and adverse conditions. PSEG Long Island operates under a long-term contract with the Long Island Power Authority and is a subsidiary of Public Service Enterprise Group Inc. (PSEG).

prnewswire

Public Service Enterprise

17:59 ETPSEG Long Island Celebra el Día Nacional de Agradecimiento a los Trabajadores de la Red Eléctrica

Vistra, a major independent power producer in the U.S., has seen its stock rise 324% in 2024 due to increased electricity demand from data centers. However, the stock is currently down 25% from its peak. Vistra's business model allows it to benefit from high electricity prices, but regulatory pressures could impact profitability. Despite these challenges, the stock is now valued at 19.3 times forward earnings, making it an attractive buy for investors. The company is also expanding its capacity with a $4 billion acquisition of Cogentrix Energy.

Duke Energy

Amazon

DUKE ENERGY CORP 5.75% DEP SHS REPSTG 1/1000TH PREP PFD A

Duke Energy Pref Shares DUKB 5.625 09/15/2078

The Crowd Is Dumping Vistra. Here's Why I'd Be Buying the Stock Down 25%.

GDXU

This year, the "HALO trade" theme on Wall Street has gained momentum, emphasizing an investment logic centered on heavy assets and low obsolescence. Proposed by Josh Brown, the concept focuses on companies with substantial fixed physical assets, such as utilities, mining, and energy sectors. Goldman Sachs research indicates that higher ratios of fixed assets to total assets and capital expenditures correlate with stronger HALO attributes. Market performance confirms this logic: utility, mining, and energy sectors have outperformed the broader market, while non-HALO industries like SaaS software companies have faced selling pressure

- The concept of "HALO trading," introduced by Josh Brown of Ritholtz Wealth Management, focuses on companies with heavy physical assets that present significant barriers to entry.  
- As evidenced by the MSCI global price index, sectors like utilities, mining, and energy have outperformed the market, contrasting with the poor performance of SaaS firms and hyperscalers amid uncertainty around AI and cloud capacity.  
- Investors are increasingly looking for undervalued assets that can generate profits in the near term, signaling a shift from an AI-driven bull market to a more diversified investment landscape.

Wallstreetcn

Newmont

Occidental Petroleum

Microsectors Gold Miners 3x Leveraged ETN

SPDR Energy Select

iShares US Oil Equip & Svcs

iShares US Energy

Sprott GLD Miners Etf

VanEck Gold Miners ETF

VanEck Junior Gold Miners ETF

SPDR O&G Ex & Prd

"HALO Trades": A Fleeting Fad or the New Normal?

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159611

562550

The Electric Reliability Council of Texas reported that peak energy demand could quadruple by 2032, but cautioned that its estimate is likely too high and must be revised.

Bosera CSI All Share Electric Utilities ETF

GF CSI All Share Power Public Service ETF

ChinaAMC Green Electricity ETF

Texas grid operator forecasts massive growth in demand, but says data is likely flawed

PPL Corp has surpassed Devon Energy Corp to become the #302 largest company in the S&P 500, with a market capitalization of $29.59 billion compared to Devon's $28.45 billion. Market capitalization is crucial for investors as it provides a true comparison of company values, influencing mutual fund and ETF investments. On the trading day, PPL's stock was down about 0.8%, while Devon's fell approximately 3.5%.

Devon Energy

ISHRS S&P Glb Engy

iShares US Oil & Gas Expl & Prod

Nasdaq

PPL Corporation Pref Shares PPLC 7.0  02/15/2029

PPL Now #302 Largest Company, Surpassing Devon Energy

Fervo Energy has filed for an initial public offering (IPO) to list its Class A common stock on NASDAQ under the ticker "FRVO." The Houston-based company specializes in enhanced geothermal systems (EGS) to provide clean, reliable power. Fervo's first utility-scale project, Cape Station in Utah, is under construction with 500 MW capacity. The company has secured 658 MW of power purchase agreements and aims to reduce costs significantly. The IPO proceeds will be used for corporate purposes, including project development and working capital.

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Firstenergy

Nine Energy

Vital Energy

Fidelity Nasdaq Composite Index ETF

NASDAQ Composite Index

Mitsubishi UFJ Financial Group, Inc.

Pacer Cash COWZ 100-Nasdaq100RotatorETF

NASDAQ-100

Invesco QQQ Trust

Edison

Alphabet

Alphabet - C

Berkshire Hathaway

Berkshire Hathaway B

Shell

Baker Hughes

Mitsubishi Heavy Industries, Ltd.

Kawasaki Heavy Industries Ltd.

Sumitomo Heavy Industries, Ltd.

Ormat Tech

PCA Corporation

Alpine 4

Balchem

Nano Labs

SPDR S&P Kensho Clean Power ETF

Clean Energy Special Situation

DYNAGREEN ENV

USCF Etf Trust - USCF Energy Commodity Strgy Absolute Rtn Fd

Eneco Energy Limited

First Comty

ChoiceOne Financial Svc

California Water Services

Consolidated Water

Liberty Energy

Helmerich & Payne

Vallianz

Nestlé S.A.

Nyxoah SA

Piper Sandler Cos

Hewlett Packard Enterprise

eBay

NINE ENERGY SERVICE INC

Shell PLC

Kawasaki Heavy Industries, Ltd.

CLEAN ENERGY SPECIAL SITUATIS CORP C/WTS 01/12/2027 (TO PUR COM)

Clean Energy Special Situation - Unit

Nestlé

HEWLETT PACKARD ENTERPRISE CO 7.625% SERIES C MAN CONV PREF 01/09/2027

Fervo Energy, Enhanced Geothermal Power Developer, Files for NASDAQ IPO

Edison International (EIX) shares fell 1.19% to $70.75 on Friday, underperforming against competitors as the S&P 500 rose 1.20%. The stock is currently 7.17% below its 52-week high of $76.22. In contrast, NextEra Energy Inc. increased by 0.16%, while Southern Co. and Dominion Energy Inc. saw slight declines. Trading volume was 3.0 million, below the 50-day average of 3.4 million.

ISHRS S&P Glb Utilities(JXI.US)

ISHRS S&P Glb Utilities Stock Performance Chart

I'd Buy More of These 3 Dividend Stocks Before the Market Figures Out What It's Missing

Vistra Earnings Preview: What to Expect

CUSHING ASSET MANAGEMENT LP dba NXG INVESTMENT MANAGEMENT Has $33.67 Million Stock Holdings in Vistra Corp. $VST

Pekao Towarzystwo Funduszy Inwestycyjnych S.A. Purchases Shares of 11,217 NextEra Energy, Inc. $NEE

Cwm LLC Buys 20,731 Shares of Quanta Services, Inc. $PWR