Ecofin Sustainable and Social Impact Term Fund

Corient Private Wealth LLC increased its holdings in Energy Transfer LP

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Enterprise Products Partners Completes Acquisition of 40% Joint Venture Interest in ExxonMobil's Bahia NGL Pipeline

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Sirios Capital Management L P Reduced Holdings in Vistra Corp.

Energy Transfer VP Sturrock Sold Shares to Pay for Options and Taxes

Energy Transfer CEO Long Thomas Sells Shares

Energy Transfer LP Reports Q3 2025 Financials and Goals

Bollard Group LLC Increases Holdings in Energy Transfer LP

JPMorgan Downgrades MPLX LP Rating to Neutral

Tema Etfs LLC Increased Holdings of Energy Transfer LP in Q2

Panagora Asset Management Reduces Holdings in Vistra Corp

S&P Upgrades Vistra to Investment Grade

Morgan Stanley Downgrades Energy Transfer's Price Target

MPLX LP sees active options trading and strong earnings

WCG Wealth Advisors LLC Increased Holdings in Enterprise Products Partners L.P.

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

Northern Mutual Wealth Management Reduced Holdings in Vistra Corp.

Beacon Pointe Advisors LLC reduces holdings in Energy Transfer LP

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Utilities with a footprint in the massive PJM Interconnection, the country’s largest power grid, were up Thursday after prices set in a key auction hit a record high of $333.44 per megawatt-day.Such power providers, including Talen Energy, Constellation Energy, and Vistra, saw tidy gains shortly before midday.

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Vistra

Talen Energy

Constellation Energy

The stock market loves your rising electricity bill

An investment of $1000 in Vistra (NYSE:VST) 5 years ago would be worth $9,683.94 today, reflecting an average annual return of 56.46% and outperforming the market by 43.39% annually. Vistra's current market capitalization is $56.42 billion. This highlights the significant impact of compounded returns over time.

benzinga_article

Here's How Much $1000 Invested In Vistra 5 Years Ago Would Be Worth Today

Shares of U.S. independent power producers, including Constellation Energy, Vistra, and Talen Energy, rose between 3% and 4.5% after PJM Interconnection reported record-high capacity prices of $333.44 per megawatt-day in its auction. Analysts note that Constellation and Talen are significantly exposed to PJM, with 49% and 98% of their generation, respectively. Year-to-date, Constellation has gained 57.02%, Vistra 20.7%, and Talen 84%.

Reuters

BUZZ-Power producers rise after PJM auction prices hit record high

Morgan Stanley analyst Robert Kad maintained a Sell rating on Enterprise Products Partners (EPD) with a price target of $34.00. The company's shares closed at $32.02. Kad, who covers the Energy sector, has an average return of 8.4% and a 62.24% success rate. The general analyst consensus for EPD is a Moderate Buy with a $35.30 average price target.

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Enterprise Products Partner

Enterprise Products Partners (EPD) Receives a Sell from Morgan Stanley

The article evaluates Vistra's stock, which has surged 659% over 3 years. Despite this growth, a Discounted Cash Flow analysis suggests the stock is undervalued by 53.6%, while a Price to Earnings ratio indicates it is overvalued compared to industry averages. The analysis highlights the strategic value of Vistra's generation fleet and its role in the US power market, amidst policy shifts in energy transition. Investors are advised to consider different valuation approaches to assess the stock's true value.

Simplywall

Has Vistra’s 659% Surge Already Priced In Its Future Growth Potential?

On December 17, 2025, Vistra Corp. announced clearing 10,566 MW in the PJM Capacity Auction for 2027/2028. Key Highlights: Cleared capacity totals 10,566 MW at $333.44/MW-day.RTO zone cleared 3,975.5 MW, the highest among zones.EMAAC zone cleared 1,717.7 MW, significant for regional supply.Ensures reliable power supply for future planning year.Original SEC Filing: Vistra Corp. [ VST ] - 8-K - Dec. 17, 2025DisclaimerThis is an AI-powered summary. It may contain inaccuracies. Consider verifying important information with the source. Please note this summary is solely based on documents filed with the SEC.

TradingView

Vistra Corp. Secures 10,566 MW in PJM Capacity Auction

PJM, which operates a power grid covering 13 states and serves nearly one-fifth of the U.S. population, stated that its latest auction to ensure power supply will cost consumers $16.4 billion. Results released on Wednesday showed that the average daily cost of these power supplies rose from $329.17 per megawatt to $333.44 per megawatt. The rapid growth in electricity demand, concentrated in the region with the most data centers in the U.S., is squeezing power supply and driving up prices

- Families and businesses from New Jersey to Chicago are facing record high electricity costs due to a surge in demand driven by AI, causing rapid increases in power costs from the largest U.S. grid, PJM Interconnection LLC.  
- The latest capacity auction results indicate a cost burden of $16.4 billion on consumers, with average daily supply costs rising from $329.17 to $333.44 per megawatt.  
- This marks PJM's third consecutive record auction, significantly affected by high demand from data centers, leading to a 45% cost increase and benefiting independent power producers amidst insufficient supply to meet forecasted needs.

Wallstreetcn

NRG Energy

Energy inflation important barometer! AI electricity consumption surges, the largest power grid auction price in the U.S. hits a new high, households and businesses foot the bill

OKLO

Louis-Vincent Gave, CEO of Gavekal Research, argues that the traditional 60-40 portfolio model is outdated due to inflationary policies. He suggests a new model with 60% equity, 20% precious metals, and 20% energy, which has outperformed the traditional model this year. Energy stocks are seen as a hedge against inflation, similar to bonds in the 1980s. However, concerns remain about their performance in recessionary times.

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NuScale Power

Energy stocks are the new bonds, this strategist argues

Corient Private Wealth LLC increased its stake in Energy Transfer LP by 223.7% in Q2, owning 1,690,771 shares valued at $30.65 million. Other investors also adjusted their positions, with significant acquisitions by Kingstone Capital Partners and Energy Income Partners. Energy Transfer's stock opened at $16.36, with a market cap of $56.15 billion. The company reported Q3 earnings of $0.28 per share, missing estimates, and announced a quarterly dividend increase to $0.3325. Analysts maintain a "Moderate Buy" rating on the stock.

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Energy Transfer LP

Energy Transfer LP $ET Shares Acquired by Corient Private Wealth LLC

GRID

AI is revolutionizing the energy sector by enhancing renewable energy integration and grid management through predictive capabilities. However, challenges like regulatory, ethical, and environmental issues persist. Responsible AI deployment is crucial, with the European Commission planning a Strategic Roadmap for digitalization and AI in the energy sector by 2026.

- The article discusses the potential of artificial intelligence (AI) to address climate change by facilitating the energy transition from fossil fuels to renewable energy.  
- It highlights AI's ability to improve grid management, optimize energy generation, and enhance reliability through predictive capabilities, while also addressing challenges like regulatory complexities and ethical considerations.  
- The author emphasizes the need for interdisciplinary collaboration to unlock AI's potential, but acknowledges that fully autonomous systems are still distant due to various obstacles.

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C3.AI

AI and Energy: the dynamic duo shaping the power grid

Vistra Insider Sold Shares Worth $3,605,775, According to a Recent SEC Filing

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Vistra Insider Sold Shares Worth $3,605,775, According to a Recent SEC Filing

Energy Transfer has a lot going for it these days.

Energy Transfer stock is below $17. Time to buy?

Vistra Corp's CEO, Burke James A, sold 22,251 shares worth $3.6 million, as disclosed in a Form 4 filed with the SEC. The transaction was part of a prearranged trading plan (10b5-1).

CEO Burke Sells 22,251 ($3.6M) Of Vistra Corp [VST]

RBC Capital's Elvira Scotto maintains a Buy rating on Energy Transfer (ET) with a $22 price target. Scotto, a 5-star analyst, has a 12.1% average return and a 66.39% success rate. Energy Transfer also received a Buy from TR | OpenAI – 4o’s Mira Midlyn, while Bank of America Securities maintained a Hold rating.

RBC Capital Remains a Buy on Energy Transfer (ET)

Enterprise Products Partners L.P. has completed the acquisition of a 40% joint interest in its Bahia natural gas liquids pipeline from ExxonMobil. This strategic move is expected to enhance Enterprise's market position and operational capabilities in the natural gas liquids sector. Analysts rate EPD stock as a Buy with a $37.00 price target, and TipRanks' AI Analyst, Spark, views EPD as Outperform due to strong technical indicators and positive corporate events.

Enterprise Completes ExxonMobil Joint Interest Acquisition