First Trust North American Energy Infra Fd

Enterprise Products Partners Report: Strait of Hormuz Closure Could Cut Daily Supply by 10M+ Barrels, WTI Expectations Diverge

Southern Power Q1 EPS Beats Expectations and Raises Dividend, Gains Institutional Stake Increase

Kinder Morgan to Attend EIC and Bernstein Energy Investor Meetings in May

PPL Q1 Continuing Earnings Rise to $0.63 Per Share as PA Approves New Rate Plan and Settlement Proposal

Goldman Sachs analyst maintains hold rating on Energy Transfer

Northeast Investment Management Increased Holdings in Kinder Morgan

Antero 冻结 executive retirement benefits

FactSet analysts 上调 Energy Transfer LP - Unit 目标价

PPL Corp Submits First Mortgage Bond Issuance Application

Antigo Shareholders Elect Directors and Approve Executive Compensation and Independent Auditors

Antergy Texas Files Initial Mortgage Bond Issuance Application

BMO Capital Markets Downgrades PPL's Price Target

Oppenheimer & Co. Inc. Reduced Holdings in Entergy Corp.

Plains GP Holdings LP released FY2026 Q1 earnings on May 8 (EST), actual revenue USD 12.47 B (forecast USD 11.99 B), actual EPS USD -0.2802 (forecast USD 0.3858)

PPL released FY2026 Q1 earnings on May 8 During-Market EST, actual revenue USD 2.774 B (forecast USD 2.6 B), actual EPS USD 0.5999 (forecast USD 0.6049)

PPL Corp Reports Q1 EPS and Reaffirms 2026 Guidance

Enterprise Products Partners Reports 6.4% Q1 Net Income Growth and Declares Quarterly Cash Distribution

Bokf Na Increases Stake in Kinder Morgan

Antergi Underwrites and Prices 19,247,788 Shares at $113 per Share

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

GRID

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%.

Simplywall

Quanta Services

Nextera Energy

Dominion Energy

Fisr Trust Nasdaq Clean Edge Smart Grid Infra

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?

NextEra Energy is reportedly in talks to acquire Dominion Energy for approximately $66 billion in a mostly stock deal, which would mark the largest utility acquisition on record. The merger could be announced soon, with NextEra offering about 0.8 of its shares for each Dominion share. The transaction, including debt, would have an enterprise value of around $116 billion, reflecting consolidation trends in the U.S. power industry amid rising electricity demand.

businessinsider

Select Sect Spdr Util

ISHRS S&P Glb Utilities

NextEra is said to near record $66 billion deal for Dominion Energy

ENFR

Infrastructure giants like GE Vernova and Bloom Energy are becoming key players in the AI energy market as demand for electricity from data centers surges. Big Tech's projected $700 billion capital expenditure by 2026 is driving up wholesale electricity costs, impacting consumers and industries. While hyperscalers can negotiate favorable rates, energy-intensive manufacturers face rising costs. Utilities positioned near data-center growth, such as Dominion Energy and Entergy, are expected to see strong earnings growth, making them attractive investment opportunities.

Dow Jones

Bloom Energy

Entergy

GE Vernova

VG Utilities

Alerian Energy Infrastructure ETF

Alphabet - C

Alphabet

Amazon

Microsoft

Meta Platforms

Meet the Nvidias of power - 5 stocks winning Big Tech's $700 billion AI energy grab

Canada Post Corp Registered Pension Plan increased its stake in NextEra Energy, Inc. by 68.5% in Q4, acquiring 27,326 shares, bringing its total to 67,238 shares valued at $5.4 million. Other investors also adjusted their positions. Insider sales included EVP Nicole J. Daggs selling 4,934 shares and EVP Terrell Kirk Crews II selling 19,672 shares. Analysts have raised price targets for NextEra Energy, with a consensus rating of 'Moderate Buy' and an average target price of $99.10.

Market Beat

Evercore

Morgan Stanley

Bank of Montreal

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

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Canada Post Corp Registered Pension Plan Buys 27,326 Shares of NextEra Energy, Inc. $NEE

Xcel Energy Inc. (XEL) shares rose 2.09% to $79.73 on a weak trading day for the market, outperforming competitors like NextEra Energy Inc. and Southern Co. The stock is currently 5.34% below its 52-week high of $84.23. Trading volume was 3.6 million, below the 50-day average of 4.7 million.

MarketWatch Automated

Xcel Energy

S&P 500

Dow Jones Industrial Average

Southern

Factset Research

Xcel Energy Pref Shares XELLL 6.25 Perp 10/15/85

Southern Pref Shares SOJF 6.5 Perp 03/15/85

Southern Pref Shares SOMN 7.1250 12/15/2028

Southern Co Pref Share SOJD 4.95 01/30/80 2020

Southern Pref Share SOJE 4.2 10/15/60 C

Southern Co Pref Share SOJC 5.25 12/01/77

Xcel Energy Inc. Stock Outperforms Competitors On Strong Trading Day

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

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

MLPA

TPYP

AMLP

NorthWestern's Q1 earnings call highlighted a cautiously optimistic outlook, with adjusted EPS rising 7.4% year-over-year to $1.31. Shareholder support for the Black Hills merger was overwhelming at 99.7%. The company anticipates no common equity issuance in 2026 but may need it in 2027. Challenges include higher operating costs, a warm winter impacting demand, and regulatory uncertainties. The board declared a quarterly dividend of $0.67, targeting an 8%-10% total return through growth and dividends.

Tip Ranks

Black Hills

Northwestern

Global X MLP

Tortoise N Americ Pipe

Alerian MLP

NorthWestern Earnings Call Highlights Growth Amid Headwinds

ICLN

National Grid has announced a £70bn investment over the next five years to enhance energy networks in the UK and US, aiming for a net-zero energy system. The investment includes £31bn for UK electricity transmission and £29bn for US projects. Despite a 4% revenue dip to £17.6bn, pre-tax profit rose to £4.2bn. The company anticipates increased revenue from UK and US operations due to new regulatory frameworks and updated rates, while also creating thousands of jobs to support this investment.

cityam

National Grid plc

National Grid

iShares S&P Global Clean Energy

Charging up: National Grid to invest a further £70bn into energy networks

National Grid plc reported a 15% increase in profit before tax for fiscal 2026, reaching £4.18 billion, despite a drop in revenue to £17.687 billion. The company raised its dividend and expects underlying earnings per share to grow by 13-15% in fiscal 2027. Over the next five years, it anticipates an 8-10% CAGR in underlying earnings per share, with a total capital investment of at least £70 billion planned across its energy networks in the UK and US.

rttnews

National Grid FY26 Profit Rises; Sees Earnings Growth In FY27, Backs 5 Yr Financial Framework

Public Service Enterprise Group (NYSE:PEG) shares hit a new 52-week low at $76.50, closing at $76.6180. Analysts have mixed ratings, with a consensus of 'Moderate Buy' and an average price target of $93.42. The company reported $1.55 EPS, exceeding estimates, and declared a quarterly dividend of $0.67 per share. Recent insider sales were noted, with a total of 10,949 shares sold in the last quarter.

Public Service Enterprise

Us Natural Gas

Wells Fargo

Bank of Nova Scottia

JPMorgan Chase

WELLS FARGO & COMPANY DP SHS REP 1/1000TH INT NCUM PFD CL A DD

WELLS FARGO & COMPANY 7.5% PERP CONV PRF CLS 'A' SERIES 'L'

WELLS FARGO & COMPANY DEP SHS REP 1/1000 INT PER PFD SER Y A

WELLS FARGO & COMPANY DP SHS REP 1/1000TH INT NCUM PFD CL A CC

WELLS FARGO & COMPANY 4.75% DEP SHS 1/1000 NCUM PFD CL A SR Z

WELLS FARGO & COMPANY DEP SHS REP 1/1000TH INT PFD SR AA (CLA)

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

Public Service Enterprise Group (NYSE:PEG) Hits New 12-Month Low  - Here's What Happened

First Trust North American Energy Infra Fd(EMLP.US)