ISHRS S&P Glb Utilities

NextEra Energy and Dominion Energy Agree to All-Stock Merger to Create World's Largest Regulated Utility

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AEP Proposes to Repurchase $2.6 Billion of Common Stock

American Electric Power issues $2.6 billion common stock offering

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Duke Energy Applies for DOE Loan to Save Customers Billions

Constellation Energy released FY2026 Q1 earnings on May 11 Pre-Market (EST), actual revenue USD 11.12 B (forecast USD 8.71 B), actual EPS USD 4.49 (forecast USD 2.6006)

Constellation Energy Reports Q1 2026 Earnings, EPS Beats Expectations

Raymond James Predicts Constellation Energy Q1 2026 EPS

Amesite

Meiwu Tech

InMed Pharmaceuticals

Generation Income Properties

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

Co-Diagnostics

MetaVia

Phoenix Asia

BAYVIEW ACQUISITION CORPORATION COM USD0.0001 (S/R) 17/11/2028

NextNRG

NextEra's planned acquisition of Dominion Energy comes amid rising electricity costs for Americans and increased power consumption by data centers. This significant deal could reshape the energy landscape, affecting consumer electricity prices and business power supply demands.

Unusual Whales

Dominion Energy

Nextera Energy

Select Sect Spdr Util

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

NextEra bid on Dominion, citing high energy costs and data centers using more power from utilities.

Morgan Stanley reports that NextEra Energy's merger with Dominion Energy will create a $400 billion utility company, enhancing data center growth opportunities. The deal is expected to yield modest near-term earnings accretion and over 9% long-term EPS growth through 2035. NextEra shareholders will own 74.5% of the combined entity, which will have a pipeline of over 130 gigawatts of demand. Morgan Stanley maintains an overweight rating on NextEra and raises its price target to $115.

fidelity

Morgan Stanley

MORGAN STANLEY DEP SHS EA REP 1/1000 SHS NON CUM PFD O

MORGAN STANLEY DEP SHS REPSTG 1/1000TH PFD SER Q

MORGAN STANLEY DEP SHS REPS 1/1000 7.125% PFD E

MORGAN STANLEY NON-CUM DEP SH REP 1/1000 PFD SER I

MORGAN STANLEY 4.875 DEP SHS REP 1/1000 NCUM PFD SR L

MORGAN STANLEY 6.5%DEP SHS REPSTG 1/1000 NON CUM SER P

MORGAN STANLEY DEP SHS REPS 1/1000 PFD SER 'A'

MORGAN STANLEY DEP SHS REPR 1/1000TH INT PFD SER 'F' FX

MORGAN STANLEY DEP SHS REP 1/1000 NON-CUM PFD STK SER K

NextEra, Dominion Merger Expands Data Center Growth Opportunities, Morgan Stanley Says

Yesterday, Dominion Energy's stock price surged by 9.44% to close at $67.56, breaking through multiple short-term moving averages. The 5-day and 10-day moving averages both turned upward, quickly forming a short-term bullish arrangement. On the daily MACD level, the bullish signal was re-established above the zero line, indicating that buying power is not just a short-term impulse but is further increasing based on a medium-term bullish trend. In terms of trading volume, the day's transaction amount reached $2.7 billion, far exceeding the recent average level, with a remarkable influx of funds, presenting a typical right-side volume expansion pattern. On the news front, the utility sector has recently been favored by risk-averse funds. Against the backdrop of intensified selling in the global bond market and the 10-year Japanese government bond yield reaching a 30-year high, market risk aversion has increased, and utility stocks, with their high dividends and defensive attributes, have become a "safe haven" for funds. As a leading player in various utilities, Dominion Energy naturally benefits from this logic. Additionally, Goldman Sachs' latest research report points out that interest rate cut expectations continue to shift, but AI-driven productivity improvements are becoming a new macro support variable, which means an expectation of long-term operating cost improvements for capital-intensive utility companies. From a technical perspective, the current stock price has risen above the previous dense trading area around $68, which was previously a resistance zone; once effectively broken, it will turn into support. The intraday high yesterday reached $68.97, and the low was $66.45, with a fluctuation of over 3.6%, showing that after fierce competition between bulls and bears in the key area, the bulls gained the upper hand

Technical Forecast

Goldman Sachs

GS Hldg R

Pre-market trend | Dominion Energy (D) surged nearly 10% on 5/18, can the rebound continue?

Edison International Stock: Is Wall Street Bullish or Bearish?

Barchart Option

Edison

Edison International Stock: Is Wall Street Bullish or Bearish?

NextEra Energy's acquisition of Dominion Energy for $67 billion is prompting investors to seek potential utility consolidation targets. The deal is fueled by rising electricity demand from AI data centers and the need for stronger financial positions. Analysts suggest that this may lead to further consolidations in the utility sector, with several companies identified as potential takeover candidates, including Black Hills and OGE Energy, both offering attractive dividends.

OGE Energy

Black Hills

After Next Era’s Dominion Purchase, Are These High-Yield Dividend Utilities Next?

CWEN

CWEN.A

GRID

Clearway Energy (CWEN.A) reported a higher quarterly dividend alongside a net loss in its Q1 2026 update, attracting increased trading interest. The stock has seen a 19.7% return over 90 days and a 58.8% return over one year. Analysts suggest a fair value of $41.33 per share, indicating it is undervalued at the current price of $40.43. The company’s renewable projects position it well for future growth, though risks include potential contract pricing declines and rising interest rates.

Simplywall

Clearway Energy-C

Clearway Energy

Fisr Trust Nasdaq Clean Edge Smart Grid Infra

A Look At Clearway Energy (CWEN.A) Valuation After Earnings Loss Dividend Hike And Leadership Changes

EMLP

Electricity demand is expected to grow five times faster than in the past decade, fueled by AI, EVs, and industrial expansion. Leading companies like Cameco, Nextpower, Brookfield Renewable, Enbridge, and NextEra are positioned for success in nuclear, solar, and infrastructure sectors. Both traditional and renewable energy investments are set to yield strong returns as global power needs increase.

Cameco

Nextpower

Brookfield Renewable

Brookfield Renewable Partners

iShares US Infra

First Trust North American Energy Infra Fd

FlexShares STOXX Global Broad Infrastructure Index Fund

iShares S&P Global Infra

Glob X US Infra

GLOBAL X MLP & Energy Infra

Enbridge

Energy investors' guide to future power growth

Oil prices have fallen as President Trump delays a planned attack on Iran to facilitate peace talks, following requests from Gulf leaders. Japan's economy shows growth, supporting potential rate hikes, while Australia's central bank considers the Iran conflict's impact on its monetary policy. U.K. unemployment has risen to 5.0%, with expectations of further increases. Additionally, NextEra and Dominion face regulatory challenges in their utility merger, and the American public's resistance to AI is growing.

MorningStar

SPDR Energy Select

Pro Ultr Bloomberg Crude Oil

iShares US Oil Equip & Svcs

Us Brent Oil

VanEck Oil Services ETF

United States Oil Fund LP

SPDR O&G Ex & Prd

Global X MLP

iShares US Oil & Gas Expl & Prod

Tortoise N Americ Pipe

ISHRS S&P Glb Engy

SPDR O&G Equip

Alerian MLP

VanEck Oil Refiners ETF

Us Natural Gas

VG Energy

NVIDIA

NVIDIA Corporation

Dow Jones Top Markets Headlines at 3 AM ET: Oil Falls Amid Prospects of Potential U.S.-Iran Peace Deal | Trump ...

MISO selects consortium of Ameren, GridLiance, Dairyland, Illinois Municipal Electric Agency to deliver major grid-bolstering projects in Illinois | AEE Stock News

StockTitan

Ameren

MISO selects consortium of Ameren, GridLiance, Dairyland, Illinois Municipal Electric Agency to deliver major grid-bolstering projects in Illinois | AEE Stock News

A consortium's $38.4 billion take-private of AES signals a significant shift in private equity focus from software to power generation and infrastructure investments. The growth of data centers is increasing electricity demand, positioning utilities and transmission infrastructure as key indirect beneficiaries of AI. Rising interest rates and uncertainty surrounding AI are driving firms towards regulated, long-term yield assets like energy infrastructure.

VG Utilities

Private equity pivots from software to power plants in AI era

ISHRS S&P Glb Utilities(JXI.US)

NextEra bid on Dominion, citing high energy costs and data centers using more power from utilities.

NextEra, Dominion Merger Expands Data Center Growth Opportunities, Morgan Stanley Says

Pre-market trend | Dominion Energy (D) surged nearly 10% on 5/18, can the rebound continue?

Edison International Stock: Is Wall Street Bullish or Bearish?

After Next Era’s Dominion Purchase, Are These High-Yield Dividend Utilities Next?

A Look At Clearway Energy (CWEN.A) Valuation After Earnings Loss Dividend Hike And Leadership Changes

Energy investors' guide to future power growth

Dow Jones Top Markets Headlines at 3 AM ET: Oil Falls Amid Prospects of Potential U.S.-Iran Peace Deal | Trump ...

MISO selects consortium of Ameren, GridLiance, Dairyland, Illinois Municipal Electric Agency to deliver major grid-bolstering projects in Illinois | AEE Stock News

Private equity pivots from software to power plants in AI era