You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. (Bloomberg) -- A new wave of investors and private banking clients are increasingly demanding sustainable solutions for their portfolios, according to a UBS Group AG executive. It’s “a much bigger topic with the second generation but also female investors,” Adrian Zuercher, co-head of global asset allocation and co-head of global investment management APAC at UBS Chief Investment office, said du ...

Core Insights - NextEra Energy's capital investment plan, renewable generation assets, battery storage, and strategic acquisitions are expected to enhance long-term performance [1] Investment Plans - NextEra Energy plans to invest approximately $74.6 billion from 2025 to 2029 to strengthen its infrastructure and increase clean electricity generation assets [2][8] Financial Performance - The combination of organic and inorganic assets is projected to generate stable free cash flow, enabling the company to enhance shareholder value through dividends and share repurchases. The current buyback authorization allows for the repurchase of 180 million shares. The company anticipates a nearly 10% annual increase in the dividend rate through at least 2026, pending board approval. NextEra Energy's current dividend yield stands at 2.99%, outperforming the Zacks S&P 500 composite's yield of 1.52% [3][8] Clean Energy Transition - The company is advancing its clean energy transition by integrating renewable generation with increasing battery storage, which allows for the storage of surplus renewable energy and delivery during peak demand, thereby reducing reliance on fossil fuels and enhancing grid stability [4][6][8] Strategic Acquisitions - NextEra Energy is expanding its operations through strategic acquisitions, including Gulf Power Company, Florida City Gas, and stakes in two natural gas power plants from Southern Company, which are expected to positively impact earnings over the long term. Additionally, the acquisition of landfill gas-to-electric facilities supports the company's growing renewable natural gas (RNG) business [5][6] Industry Context - Other utilities, such as Duke Energy Corporation, Xcel Energy, and Dominion Energy, are also making significant investments to reduce carbon emissions and incorporate more renewable sources into their generation portfolios [6]

Market Trends - Spain's increasing renewable energy production is reducing the influence of natural gas on electricity prices [1] - This trend distinguishes Spain from much of Europe, where fossil fuels still determine electricity costs [1]

Group 1 - Brookfield Renewable Corporation (NYSE:BEPC) is recognized as one of the 10 most promising green stocks by Wall Street analysts, driven by hedge fund interest and analyst-rated potential [1][3] - RBC Capital has maintained a price target of $31.00 for Brookfield Renewable Corporation (BEPC) with an Outperforming rating, citing strong growth visibility for the renewable energy company [2] - Despite reporting lower-than-expected Q2 2025 profits with an EPS of -$4.16 and sales of $991 million, the company saw a 10% year-over-year increase in Funds From Operations (FFO) to $371 million [2] Group 2 - The company operates a diverse portfolio of hydro, wind, solar, storage, and other sustainable energy assets globally, reinforcing its position as a promising investment [3] - Management aims for double-digit annual FFO per unit growth and long-term total returns of 12-15%, supported by a pipeline of U.S. M&A opportunities and investments in grid reliability technology [2]

Core Insights - Clearway Energy, Inc. (NYSE:CWEN) is recognized as one of the 10 Most Promising Green Stocks according to Wall Street Analysts, supported by strong hedge fund backing and favorable analyst ratings [1] Financial Performance - In Q2 2025, Clearway Energy reported sales of $392 million, falling short of expectations compared to $429.9 million, with an EPS of $0.28 versus the anticipated $0.71 [3] - Despite the weaker quarterly performance, management highlighted an increased availability of funds for distribution and a focus on battery storage and wind repowering programs [3] Strategic Initiatives - Clearway Energy announced a $100 million at-the-market equity program on September 6, 2025, aimed at raising funds for capital expenditures, debt payments, and renewable energy expansion initiatives [2] - The company has a substantial portfolio of sustainable energy assets, totaling 12 GW across 27 states, which includes dispatchable power, solar, wind, and storage [4] - The investment pipeline and equity program are designed to strengthen Clearway Energy's position in the clean energy sector while addressing immediate performance challenges and fostering long-term growth [3]

Company Overview - NextEra Energy, Inc. (NYSE: NEE) is the largest electric utility holding company in the U.S. and is recognized as a leader in renewable energy development and production [2][3] - The company is the parent of Florida Power & Light (FPL), which is the largest electric utility company in the country [3] Dividend Performance - NextEra Energy has a strong dividend history, having increased its payments for 29 consecutive years [4] - The current quarterly dividend is $0.5665 per share, resulting in a dividend yield of 3.00% as of September 26 [4] Market Trends and Growth Potential - The demand for electricity in the U.S. is projected to increase by up to 55% by 2040, driven by factors such as the expansion of AI data centers, the return of manufacturing to the U.S., and the rise in electric vehicle adoption [2] - This growing demand necessitates significant capacity expansion, which positions NextEra Energy favorably as a leader in enhancing power infrastructure [2]

Core Insights - Primoris Services Corporation (PRIM) is benefiting from increased infrastructure investment, particularly in grid resiliency projects due to government funding for modernization and renewable integration [1][4] - The company is positioned as a key partner in power delivery and utility services, aligning its capabilities with market demand for undergrounding, grid hardening, and renewable energy integration [2][5] - Primoris is evaluating approximately $1.7 billion in data center-related work, with expected contracts by the end of 2025, which will enhance revenue visibility and market exposure [3][8] - The utility segment backlog has increased to $6.03 billion from $5.52 billion, indicating strong demand for grid and renewable projects [3][8] Competitive Position - Primoris is capitalizing on robust infrastructure demand in the U.S. power and energy markets, expanding its capabilities in renewable generation and utility-scale projects [5][7] - Compared to EMCOR Group, Primoris has a steadier growth profile tied to utility and energy infrastructure rather than cyclical commercial construction [7] - While Primoris may not match Quanta Services' scale, it competes effectively in mid-sized contracts where responsiveness and cost efficiency are prioritized [7]

UK Energy Secretary Ed Miliband defended the country’s renewable energy push, accusing Reform UK of pursuing policies that would destroy jobs for working class Britons https://t.co/KeG9lyfFVO ...

Encouraged by the U-turn in the U.S. energy policies under President Trump, investors are back to backing oil and gas majors as the self-righteous ESG hype is waning, especially in corporate America. For all the environmental, social, and governance craze of the past few years in markets, ESG has done value investors one big favor—it has helped sink the valuations of oil and gas companies to bargain levels, alongside the oil price crash of 2020, of course. These super-low valuations of Big Oil and other ...

Government Policy & Investment - New Zealand government will support three majority state-owned power companies to raise capital for new electricity generation [1] - The support extends even if the new electricity generation is not renewable [1]