ISHRS S&P Glb Utilities

Constar Ellation Energy's Nuclear Unit Reduces Output Due to Equipment Malfunction

Duke Energy Plans to Submit Early Site Permit Application for SMR Deployment

Duke Energy Upgrades Power Plants to Reduce Carbon Emissions and Fuel Costs

Panagora Asset Management Reduces Holdings in Vistra Corp

S&P Upgrades Vistra to Investment Grade

Wolfe Research Raises NextEra Energy's Target Price to $94

Constellation Energy Becomes Key Power Supplier in AI Economy

RR Advisors LLC Doubles Its Stake in Vistra Corp to 24,000 Shares

Northern Mutual Wealth Management Reduced Holdings in Vistra Corp.

Quadrant Capital Group LLC Increased Holdings in Sempra Energy

Morgan Stanley Adjusts Price Target on AEP

Okabena Reduces Holdings of Vistra,Analysts Raise Price Target

Morgan Stanley Downgrades NextEra Energy Target Price to $97

Scwhartz Capital Increases Stake in AEP, Insiders Selling

Groupama Asset Management Increased Holdings in Sempra Energy in Q2

Quadrant Capital Group LLC Increased Stake in Vistra Corp by 23.4%

KeyBanc gives Vistra Corp. an Outperform rating with a target price of $217

U.S. Government Provides Constellation Energy Corporation with a $1 Billion Loan

Groupama Asset Management Increased Holdings in NextEra Energy

Texas Employees Retirement System Acquires Vistra Corp. Stocks

SEVEN HILLS RLTY TR COM USD0.001 (S/R 04/12/2025)

SMX Security Matters

Polyrizon

Picard Medical

Synchronoss Tech

PharmaCyte Biotech

Q/C Tech

Rich Sparkle

Hoyne Bancorp

Tradr 2X Long ASTS Daily ETF

DEVS

DevvStream and Southern plan to merge and form a Nasdaq-listed company focused on producing sustainable aviation fuel and green methanol. The merger involves Sierra Merger Sub, Inc. and requires remaining approvals and a successful bond issuance. The structure aims to provide non-recourse financing while protecting equity value. Final bond terms depend on market conditions and further approvals.

Reuters

DevvStream

Southern

DevvStream and Southern Announce Plans to Combine and Form Nasdaq-Listed Company

Constellation Energy's LaSalle-1 nuclear unit in Illinois reduced output to 35% after a reactor recirculation pump trip. Crews are investigating the cause and will test equipment before restoring full power.

Constellation Energy

PLATTS: 100--Constellation nuclear unit in Illinois reduces output after pump trip

The EIA Natural Gas Stocks Change report reveals a drawdown of -12 billion cubic feet, less than the expected -18 billion. This smaller drawdown may lead to short-term downward pressure on natural gas prices, impacting energy stocks due to shifts in market sentiment regarding supply levels.

Tip Ranks

Vistra

Natural Gas Stocks Drawdown Surprises, Energy Stocks React

Duke Energy Corporation is participating in a DOE-funded project to support the deployment of small modular reactor (SMR) technology. The DOE awarded a $400 million grant to the Tennessee Valley Authority for the GE Vernova Hitachi BWRX-300 SMR. Duke Energy plans to submit an early site permit application for potential SMR deployment at its Belews Creek site in North Carolina by year-end.

Duke Energy

Duke Energy Supports DOE-Funded SMR Deployment Initiative

Southern Company Foundation awarded $3 million for endowed professorships in sustainability at six HBCUs. The initiative aims to enhance sustainability-related academic programs and research. Hampton University, Morehouse College, Tennessee State University, and Virginia State University received $500,000 each in the second cycle. The program supports HBCU students with internships, scholarships, and career coaching.

fidelity

Southern Company Foundation Awards $3M for HBCU Endowed Professorships

Southern Co. (SO) shares fell 1.19% to $87.98 on Wednesday, underperforming compared to competitors. The S&P 500 Index rose 0.30% and the Dow Jones Industrial Average rose 0.86%. Southern Co. is 12.75% below its 52-week high of $100.84. Competitors' performance: NextEra Energy Inc. (NEE) rose 0.44%, Dominion Energy Inc. (D) fell 0.53%, and American Electric Power Co. Inc. (AEP) fell 0.98%. Trading volume was 9.2M, above the 50-day average of 5.7M.

Dow Jones

Southern Co. Stock Underperforms Wednesday When Compared To Competitors

OKLO

Sector Update: Energy Stocks Gain Late Afternoon

marketscreener

Oklo

NuScale Power

Sector Update: Energy Stocks Gain Late Afternoon

The Alabama Public Service Commission approved Alabama Power's proposal to freeze electric rates until the end of 2027. This move aims to provide rate stability for customers and is seen as a strategic regulatory de-risking initiative by Southern Company ahead of the 2026 election cycle.

Fact Set

Alabama Power Freezes Rates Ahead of 2026 Election Cycle

Central US day-ahead peak power prices rose on Dec. 3 due to expected demand increases. PJM Interconnection hubs saw significant price hikes, with AEP Dayton Hub rising by $13.75 to $69.25/MWh and West Hub increasing by over $7.25 to $76.25/MWh. SPP North Hub spiked nearly $40 to $60/MWh, driven by a forecasted 3.6% increase in peakload and a drop in wind generation. MISO's Indiana Hub also saw a rise of over $11.75 to $68.75/MWh. Weather forecasts indicate colder temperatures, impacting demand and renewable energy generation.

- Central US day-ahead peak power prices rose significantly on December 3, driven by anticipated demand increases across three service areas.  
- The AEP Dayton Hub saw a $13.75 increase to approximately $69.25/MWh, while the Southwest Power Pool's North Hub spiked nearly $40 to $60/MWh due to a forecasted 3.6% rise in peakload and a decrease in wind generation.  
- The Midcontinent Independent System Operator's Indiana Hub also increased by over $11.75, with expected peakload reaching 93.2 GWh, reflecting a mixed renewables forecast for December 4.  

American Electric Power

PLATTS: 310--Central day-ahead peak numbers rise as expected demand increases - 03Dec25

Southern Company's subsidiary, Alabama Power, has committed to maintaining steady customer rates through 2027, absorbing future costs to ensure affordability. This pledge, announced during the Alabama Public Service Commission meeting, aims to provide financial certainty for families and businesses amidst rising living costs. The company also highlights its efforts to reduce operating expenses and offers tools to help customers manage their bills.

TradingView

Southern Company Pledges Steady Customer Rates Through 2027

Duke Energy has reduced its annual carbon emissions by 325,000 tons through upgrades at four natural gas plants, adding over 330 megawatts to the grid. These efforts are estimated to save $340 million annually in fuel costs, with plans to reduce rates in 2026 and complete further upgrades by 2027. The company emphasizes passing fuel costs directly to customers, resulting in a $70 million saving in 2025 and an average monthly bill reduction of $10.

Duke Energy Cuts Annual Carbon Emissions by 325,000 Tons Through Natural Gas Plant Upgrades

DevvStream Corp :DEVVSTREAM CORP: CO AND SOUTHERN ENERGY RENEWABLES ANNOUNCE BUSINESS COMBINATIONDEVVSTREAM CORP: SOUTHERN EQUITY HOLDERS TO OWN 70% OF COMBINED COMPANY ON CLOSING OF DEALDEVVSTREAM CORP: CARL STANTON EXPECTED TO LEAD NEW COMPANY AS CEODEVVSTREAM CORP: SOUTHERN MAKES INITIAL PIPE INVESTMENT IN CO OF ABOUT $2.0 MILLION AT $15.58 PER SHARE

Devvstream Corp And Southern Energy Renewables Announce Business Combination

Panagora Asset Management reduced its stake in Vistra Corp by 13.1% in Q2, holding $11.8 million in shares. Other investors like Massachusetts Financial Services and Norges Bank adjusted their positions. Vistra's stock opened at $172.63, with a market cap of $58.49 billion. Analysts have mixed ratings, with a consensus price target of $233.20. Vistra announced a quarterly dividend increase to $0.227 per share.

Market Beat

Panagora Asset Management Inc. Has $11.80 Million Stock Holdings in Vistra Corp. $VST

Shares of American Electric Power Co. Inc. (AEP) fell 1.06% to $119.23 on Tuesday, underperforming compared to competitors. This marked the second consecutive day of losses for AEP, closing 4.46% below its 52-week high. Trading volume was 710,331 below its 50-day average. In contrast, the S&P 500 Index and Dow Jones Industrial Average both saw gains.

American Electric Power Co. Inc. Stock Underperforms Tuesday When Compared To Competitors

Constellation Energy Corp.'s stock rose 1.29% to $363.67 on Tuesday, outperforming the market. The S&P 500 increased by 0.25% and the Dow Jones by 0.39%. The stock is 11.88% below its 52-week high of $412.70. Trading volume was 2.0 million, below the 50-day average of 2.7 million.

Constellation Energy Corp. Stock Rises Tuesday, Outperforms Market