We also like Southern Company (NYSE: SO) , another major Southeastern utility with regulated operations and predictable cash flows. Entergy (NYSE: ETR) stood out as well, particularly because of its footprint across Louisiana and the broader Gulf region, where major new data center construction is already underway. Dominion Energy (NYSE: D) rounded out the list as a high-quality dividend payer with a strong regional monopoly and a yield north of 4%.Lee and I agreed that geography matters. Many of the larges ...

Core Viewpoint - Dominion Energy, Inc. is facing price target reductions from analysts, reflecting a cautious outlook on the utility sector's growth potential, particularly influenced by data center demand [3][4]. Group 1: Analyst Ratings and Price Targets - Morgan Stanley analyst David Arco lowered the price target for Dominion Energy from $65 to $62 while maintaining an 'Equal Weight' rating, indicating a potential upside of 4.5% [3]. - JPMorgan also reduced its price target from $62 to $59 and kept an 'Underweight' rating, aligning with broader updates in the North American utilities sector [4]. Group 2: Company Position and Market Dynamics - Dominion Energy provides regulated electricity to 3.6 million customers and natural gas service to 500,000 customers in South Carolina [2]. - The company has established a significant presence in Virginia's 'Data Center Alley,' connecting 450 data centers, with over 25% of its sales attributed to these facilities [5]. - As of September 2025, Dominion Energy has approximately 47 GW of data-center supply in various contracting stages, an increase from around 40 GW as of December 2024 [5].

Eversource Energy (NYSE:ES) is included among the 11 Best Utility Stocks to Invest in According to Hedge Funds. Analyst Trims Price Target on Eversource Energy (ES) Amid Model Updates in the Utilities Sector Eversource Energy (NYSE:ES) operates New England’s largest energy delivery system and serves customers in Connecticut, Massachusetts, and New Hampshire. On December 12, JPMorgan lowered its price target on Eversource Energy (NYSE:ES) from $72 to $71, while maintaining an ‘Underweight’ rating on the ...

CMS Energy Corporation (NYSE:CMS) is included among the 11 Best Utility Stocks to Invest in According to Hedge Funds. CMS Energy (CMS) Price Target Cut by $5 by Analyst CMS Energy Corporation (NYSE:CMS) is an energy company primarily operating in Michigan. The company operates through three segments: Electric Utility, Gas Utility, and NorthStar Clean Energy. CMS Energy Corporation (NYSE:CMS) saw a modest revision on December 16 when Morgan Stanley lowered its price target on the stock from $76 to $71, b ...

Entergy Corporation (NYSE:ETR) is included among the 11 Best Utility Stocks to Invest in According to Hedge Funds. Entergy (ETR) Price Target Trimmed to $86 by Analyst Photo by Matthew Henry on Unsplash Entergy Corporation (NYSE:ETR) is an integrated energy company that provides electricity to 3 million utility customers in Arkansas, Louisiana, Mississippi, and Texas. On December 16, Morgan Stanley lowered its price target on Entergy Corporation (NYSE:ETR) from $91 to $86, while maintaining an ‘Equal W ...

NextEra Energy, Inc. (NYSE:NEE) is included among the 11 Best Utility Stocks to Invest in According to Hedge Funds. NextEra Energy (NEE) - Among the Best Utility Stocks to Invest in According to Hedge Funds With a market cap of over $168 billion as of the writing of this article, NextEra Energy, Inc. (NYSE:NEE) is the most valuable utility company in the world. The company boasts a diverse mix of energy sources, including natural gas, nuclear, renewable energy, and battery storage. On December 17, UBS a ...

PG&E Corporation (NYSE:PCG) is included among the 11 Best Utility Stocks to Invest in According to Hedge Funds. Analyst Maintains 'Equal Weight' Rating on PG&E Corporation (PCG), Price Target Reduced PG&E Corporation (NYSE:PCG) provides natural gas and electric service to residential and business customers in northern and central California. On December 16, Morgan Stanley slightly cut its price target on PG&E Corporation (NYSE:PCG) from $21 to $20, but maintained an ‘Equal Weight’ rating on the shares. ...

Constellation Energy Corporation (NASDAQ:CEG) is included among the 11 Best Utility Stocks to Invest in According to Hedge Funds. Constellation Energy (CEG) Price Target Raised to $420 Constellation Energy Corporation (NASDAQ:CEG) is the largest producer of carbon-free energy in the US, with over 32.4 GW of generating capacity consisting of nuclear, wind, solar, natural gas, and hydroelectric assets. Constellation Energy Corporation (NASDAQ:CEG) received a boost on December 17 when UBS raised its price ...

In this article, we are going to discuss the best utility stocks to invest in according to hedge funds.The utility sector emerged as one of the biggest winners of the AI boom. Major utility companies all over the country signed hefty contracts with hyperscalers to power their data centers, leading to commitments of billions of dollars of investments in the coming years.However, bullish sentiment in the sector appears to have cooled following recent fears of an AI bubble, with investors concerned about wheth ...

Server racks inside fragile, cracked bubbles, symbolizing a tech-bubble risk. Key Points Valuations in the AI sector remain high, but historical patterns suggest a bubble is unlikely to burst while caution prevails. Black Hills Corp. is positioned to benefit from AI-related energy demands through its utility footprint in rural data center boomtowns. Nutrien offers a defensive AI hedge, with stable demand driven by global agriculture and minimal AI sector exposure. Interested in Black Hills Corporation ...