Key Takeaways Virginia Natural Gas and Chattanooga Gas have completed new renewable natural gas purchases. The RNG purchases are expected to avoid 18,978 metric tons of CO2e emissions over their lifecycle. Supportive laws in Virginia and Tennessee enable SO's utilities to invest in RNG and recover related costs.Southern Company’s (SO) subsidiaries, Virginia Natural Gas and Chattanooga Gas, have taken a significant step forward by completing new purchases of renewable natural gas (“RNG”). This move further ...

NYSE: AWK 2014 Year-end Earnings Conference Call February 25, 2015 NYSE: AWK Ed Vallejo Vice President of Investor Relations Cautionary Statement Concerning Forward-Looking Statements Certain statements in this presentation including, without limitation, timing of the Orlando home warranty protection program launch, 2015 earnings guidance and estimated revenues from rate cases and other government agency authorizations, are forward-looking statements within the meaning of the safe harbor provisions of the P ...

2015 Fourth Quarter Earnings Conference Call February 25, 2016 1 Greg Panagos Vice President of Investor Relations 2 Susan Story President and Chief Executive Officer Walter Lynch Chief Operating Officer Forward-Looking Statements Certain statements in this presentation including, without limitation, 2015 earnings guidance, the outcome of pending acquisition activity, the amount of future capital investments, and estimated revenues from rate cases and other government agency authorizations, are forward-look ...

2016 Fourth Quarter Earnings Conference Call February 22, 2017 1 Forward-Looking Statements Ed Vallejo Vice President Financial Planning and Investor Relations February 2017 NYSE: AWK www.amwater.com 2 Forward-Looking Statements and Other Information Certain statements in this presentation including, without limitation, 2017 earnings guidance, future earnings growth, the outcome of pending acquisition activity, the amount of future capital investments, adjusted O&M efficiency ratio targets, and estimated ou ...

2017 Fourth Quarter and Year-End Earnings Conference Call NYSE: AWK NYSE: AWK Forward-Looking Statements Ed Vallejo Vice President, Investor Relations NYSE: AWK NYSE: AWK www.amwater.com 2 Forward-Looking Statements Certain statements in this presentation including, without limitation, 2018 earnings guidance, projected long-term earnings and dividend growth, our projected operation & maintenance efficiency ratio, the outcome of pending acquisition activity and estimated revenues from rate cases and other go ...

Geopolitical tensions have been high. Tariff uncertainty could also upend the economy and market. If you are worried about the future, then you'll probably want to buy a safe dividend stock. Perhaps one that, in years past, would have been recommended to widows and orphans. Namely a utility.If you have $1,000 to invest, you'll likely find NextEra Energy (NEE -1.44%), Black Hills (BKH -2.04%), or Dominion Energy (D -1.28%) an attractive option. Each one has a safe business and an attractive dividend yield. B ...

Core Insights - The S&P 500 index is expected to see Q2 earnings increase by +4.9% year-over-year, driven by a +3.9% rise in revenues [3][4] - Earnings estimates for Q2 have faced significant downward revisions, particularly in the Tech and Finance sectors, which together account for 51% of total S&P 500 earnings [4][6] - Despite the overall pressure on estimates, three sectors are projected to achieve double-digit earnings growth: Aerospace (+15.1%), Tech (+11.8%), and Consumer Discretionary (+105.6%) [4][5] Sector Performance - 13 out of 16 Zacks sectors have seen earnings estimates decline since the start of Q2, with notable drops in Transportation, Autos, Energy, Construction, and Basic Materials [5] - The only sectors with upward revisions are Aerospace, Utilities, and Consumer Discretionary [5] - The Tech sector's earnings are expected to grow by +11.8% in Q2, although this is a reduction from earlier estimates [6][11] Future Outlook - The Q2 earnings season is anticipated to gain momentum with major financial institutions like JPMorgan, Bank of America, and Wells Fargo reporting [4] - While current estimates for 2025 Q2 have been under pressure, there have not been significant changes to estimates for the following two years [16] - The macroeconomic environment remains uncertain, particularly regarding tariff impacts, which could continue to influence earnings estimates [16]

Core Insights - CenterPoint Energy is committed to building the most resilient coastal grid in the U.S. and has hosted its first Technology Summit to collaborate with global leaders in AI and advanced technologies to enhance storm preparedness and emergency response [1][2] Group 1: Technology Partnerships - CenterPoint Energy has formed strategic relationships with seven global technology leaders, including Climavision, Convey, Neara, Palantir, Pano AI, Technosylva, and Urbint, to improve operations and emergency response capabilities [1][3] - These partnerships aim to leverage innovations in AI and machine learning to better prepare for powerful hurricanes and storms, enhancing overall service reliability for customers [2][3] Group 2: Greater Houston Resiliency Initiative (GHRI) - The GHRI, launched in August 2024, focuses on improving resiliency, communication, and partnerships, with the first two phases completed ahead of schedule before the 2025 hurricane season [3][4] - Key actions taken include targeting critical system upgrades, improving situational awareness, and enhancing emergency response capabilities [4][5] Group 3: Specific Actions and Improvements - CenterPoint has installed over 26,000 stronger, storm-resilient poles and added more than 5,150 automation devices to improve restoration times [5] - The company has cleared over 6,000 miles of higher-risk vegetation and undergrounded more than 400 miles of power lines to enhance overall resiliency [5] - Additionally, CenterPoint has installed over 100 weather stations to improve situational awareness and donated 21 backup generators to critical facilities [5] Group 4: Technology Utilization - Neara and Technosylva are assisting CenterPoint in planning targeted resiliency actions against extreme weather [4] - Climavision and Pano AI are enhancing real-time weather monitoring and AI forecasting to better predict weather risks [4] - Technologies from Palantir and Urbint are being utilized to connect data across assets for more effective storm response and emergency crew deployment [4]

Market Overview - The current market environment is characterized by a significant amount of cash, approximately $7 trillion, held in money-market funds, which is expected to flow into dividend-paying stocks as rates decline [2][10] - Investors have shown a tendency to react to market fears, leading to fluctuations in cash holdings within money-market funds [3] Economic Concerns - The U.S. government's deficit is projected to reach $1.9 trillion for fiscal 2025, with an additional $2.8 trillion expected from the "Big Beautiful Bill" over the next decade, raising concerns about higher Treasury yields and interest rates [4] - This situation creates a potential "doom loop" where increasing debt leads to higher servicing costs, further exacerbating the deficit [4] Investment Opportunities - As interest rates fall, yields on money-market funds and Treasuries are expected to decrease, prompting investors to seek higher income from dividend stocks [10] - Three specific dividend-paying stocks are highlighted as potential beneficiaries of this cash flow: Nuveen Quality Municipal Income Fund (NAD), Dominion Energy (D), and Union Pacific (UNP) [10] Nuveen Quality Municipal Income Fund (NAD) - NAD is currently trading at a 4.9% discount to its net asset value (NAV), providing an opportunity to purchase municipal bonds at a lower price [11] - The fund offers an 8.1% dividend yield, which is tax-free for most Americans, making it an attractive investment [13] Dominion Energy (D) - Dominion Energy offers a dividend yield of 4.9% and is positioned to benefit from the growing demand for energy, particularly in data centers [14] - The stock has potential for recovery as it has resumed dividend hikes after a previous cut, and its forward price-to-earnings ratio of 16 is below its five-year average [15] Union Pacific (UNP) - Union Pacific has a lower yield of 2.4% but is considered to have upside potential due to ongoing trade discussions and tariff negotiations that could positively impact its operations [16][17] - The company has a "Dividend Magnet" effect, indicating that its dividend growth is overdue, which could attract investor interest as cash flows from money-market funds increase [18][19]

Core Viewpoint - American Electric Power Company, Inc. (AEP) is focused on infrastructure enhancements and expanding its renewable generation portfolio, but it faces risks related to a weak solvency position [1] Investment Plans - AEP plans to invest $54 billion in electricity generation, transmission, and distribution operations, including renewables, from 2025 to 2029, aiming for long-term earnings growth of 6-8% [2][8] Operational Strengths - The company operates a geographically diversified business model, benefiting from revenues across different states, and manages the largest electricity transmission system in the U.S. with approximately 40,000 circuit miles of transmission lines [3] Renewable Energy Investments - In 2024, AEP received regulatory approval to acquire around 2,303 megawatts (MW) of renewable generating facilities for $5.5 billion, with plans to invest $9.9 billion in regulated renewable expansion from 2025 to 2029 [4][8] Debt and Solvency Concerns - As of March 31, 2025, AEP had $38.81 billion in long-term debt and $7.53 billion in current debt, with cash equivalents of only $0.50 billion, indicating a weak solvency position [6] Stock Performance - AEP shares have increased by 12.2% over the past six months, outperforming the industry growth of 6.6% [7]