Core Viewpoint - The utility sector is poised to benefit significantly from the AI data center boom, with companies like NextEra Energy and Dominion Energy leading the charge in expanding their power generation capacity to meet increasing demand [4][12]. Group 1: NextEra Energy - NextEra Energy Resources is expected to gain from the AI power boom, focusing on clean energy infrastructure and maintaining a strategic partnership with Google for nuclear energy development [1]. - The company anticipates an adjusted earnings per share growth of over 8% annually for the next decade, alongside a commitment to increasing its dividend yield of 2.8% [1]. Group 2: Florida's Position - Florida is strategically positioned to benefit from the AI data center boom, supported by a state sales tax exemption for data centers exceeding 100 megawatts and the first approved large load tariff by Florida Power & Light (FPL) [2]. Group 3: Dominion Energy - Dominion Energy serves 3.6 million customers and is set to benefit from a 17% increase in power requests for data centers, totaling 47.1 gigawatts (GW) [6]. - The company plans to invest $50 billion from 2025 to 2029, with significant funding allocated to the $11.2 billion Coastal Virginia Offshore Wind project, expected to be completed in 2026 [7]. - Dominion Energy projects a long-term earnings-per-share growth of 5% to 7% and aims to maintain a dividend yield of 4.5% [8]. Group 4: Entergy - Entergy provides electricity to 3 million customers and anticipates a surge in power demand driven by a 13% to 14% compound annual growth rate from industrial customers, including data centers [9]. - The company is investing $41 billion between 2026 and 2029 to enhance its power generation capacity, including new gas-fired power plants to support a $10 billion AI data center for Meta Platforms [10][11]. - Entergy expects to achieve over 8% compound annual earnings-per-share growth through 2029, while maintaining a dividend yield of 2.8% [11]. Group 5: Total Return Potential - Utilities are expected to experience brisk earnings growth as they invest heavily to meet the rising power demand from AI data centers, potentially leading to strong total returns for investors [12].

| 记者：何 璇 | | --- | 连日来，受寒潮影响，毕节市多地迎来阴雨凝冻天气，海拔较高区域道路山林以及输电线路出现结冰现象。1月3日，南方电网毕节供电局工作人 员通过无人机巡线检测、交流融冰方式对位于纳雍县寨乐乡林场的500千伏撒奢线进行除冰作业。 据了解，500千伏撒奢线是贵州电网北部大动脉，在满负荷状态下，线路每天能输送电量7000万千瓦时，相当于600多万个家庭1天的用电量。 通讯员：罗大富 为应对寒潮对供电线路的影响，南方电网贵州毕节供电局将继续严格落实值班值守关注天气变化，动态调整应对策略，统筹防冰、融冰及应急处 置，保障全市电力可靠供应，为人民群众生产生活提供坚实电力支撑。 一审：龙菊珍 二审：罗亚楠 三审：罗 阳 ...

Core Insights - Dividend growth stocks have historically provided strong returns, with an average annualized total return of 10.2% over the past 50 years, outperforming non-dividend payers and those with unchanged dividends [2] Group 1: NextEra Energy - NextEra Energy has increased its dividend for over 30 consecutive years, achieving a 10% compound annual growth rate over the past two decades, resulting in a 14% average annual total shareholder return [5][6] - The company expects to grow its adjusted earnings per share by more than 8% annually over the next decade and plans a 10% dividend increase in 2026, with a 6% compound annual growth rate through at least 2028 [8] Group 2: Realty Income - Realty Income has raised its dividend every year since its IPO in 1994, achieving a 4.2% compound annual growth rate and delivering a 13.7% average annualized total return [9] - The REIT invests in a diversified portfolio of properties secured by long-term net leases, producing durable rental income and maintaining a strong balance sheet [11][12] Group 3: Johnson & Johnson - Johnson & Johnson has increased its dividend for 63 consecutive years, qualifying as a Dividend King, and has delivered a 10.5% annualized total return over the past 30 years [13] - The company generates significant free cash flow, covering its dividend outlay, and invests heavily in research and development, supporting continued dividend growth [15][16] Group 4: Investment Potential - NextEra Energy, Realty Income, and Johnson & Johnson are positioned to continue their trends of dividend growth and double-digit annual total returns, making them ideal for investors looking to build a substantial portfolio [17]

Core Viewpoint - NextEra Energy, Inc. is engaging in investor meetings throughout January to discuss long-term growth rate expectations, indicating a focus on future performance and strategic direction [1]. Company Overview - NextEra Energy, Inc. is one of the largest electric power and energy infrastructure companies in North America, providing electricity to approximately 12 million people in Florida through its subsidiary, Florida Power & Light Company [2]. - The company is a Fortune 200 entity and operates NextEra Energy Resources, LLC, which is a major energy infrastructure development company in the U.S. [2]. - NextEra Energy utilizes a diverse mix of energy sources, including natural gas, nuclear, renewable energy, and battery storage, to meet America's growing energy needs [2].

Core Viewpoint - Duke Energy is implementing changes to customer bills starting in January to reflect investments made for recovery from Hurricane Helene, grid strengthening, and maintenance of its power generation fleet while supporting economic growth in South Carolina [1][2] Financial Impact - The Public Service Commission of South Carolina (PSCSC) approved updates for Duke Energy Carolinas (DEC) and Duke Energy Progress (DEP) to enhance reliability and value for customers [2] - A typical residential DEC customer using 1,000 kilowatt-hours (kWh) will see a 3.2% increase in their bill, amounting to $4.58, while still achieving a 20% savings over traditional cost recovery methods [3] - DEP residential customers will see an increase of about $11.20 per month, while DEC customers will see an increase of about $0.84 per month starting in February and March respectively [7] Investments and Infrastructure - Duke Energy has invested in grid upgrades and improvements to enhance reliability and storm resilience, with over 70% of South Carolina customers benefiting from self-healing technology [4] - The company’s nuclear units are expected to generate significant tax credits, which will be passed on to customers starting in 2026 [4] - Targeted investments have hardened the grid against storms and upgraded existing power plants to maximize efficiency [6] Customer Base and Service Area - DEC serves approximately 680,000 households and businesses in Upstate and north central South Carolina, while DEP serves about 177,000 customers in the Pee Dee region and northeastern South Carolina [5] - Duke Energy collectively serves 8.6 million customers across multiple states, owning a total of 55,100 megawatts of energy capacity [10] Energy Transition and Efficiency - Duke Energy is focused on an ambitious energy transition, investing in electric grid upgrades and cleaner generation sources [11] - The company’s energy efficiency programs deliver annual savings that are 150% better than the national average, with increased incentives for customers to save money [12]

（来源：南湖晚报） 转自：南湖晚报 为确保作业安全高效，国网平湖市供电公司提前筹划，针对不同塔型结构特点制定"一塔一策"差异化精 准施工方案。作业中采用"分段负责、协同递进"模式，明确各环节职责，实现流程有序衔接。全过程依 托三维仿真进行作业推演与风险预控，利用现场布控球、记录仪等构建实时监控网络，实现对关键环节 与风险点的动态感知与集中管控，有力保障了作业安全与工艺质量。 此次安装的固定式防坠导轨系统，主体为耐腐蚀高强度导轨，搭配智能自锁装置。该系统可沿铁塔主材 形成一套永久性、连续化的防坠保护通道，构建起覆盖登塔、移位、作业、下塔全过程的立体安全防护 网，从技术层面实现高空防坠保护的本质化提升。"该系统的应用改变了传统作业模式。"国网平湖市供 电公司运维检修中心负责人表示，"作业人员无需频繁更换挂点，可实现'全程系挂、连续攀登'，在显 著提升安全性的同时，也使登塔作业效率得到大幅提高。" 据悉，国网平湖市供电公司已完成17条线路共计62基铁塔的防坠导轨改造。该系列改造将系统强化电网 运维的安全基础，为提升区域供电可靠性提供有力支撑，也为同类作业积累了可推广的实践经验。 N通讯员 沈文文 章启荣 黄佳佳 照 ...

嘉兴平湖南市110千伏输变电工程位于平湖市胜利路与金平湖大道交叉口西南侧，占地面积0.418公顷。 项目建设规模为安装2台5万千伏安主变压器，远景预留1台扩建位置，配套建设前进-南市110千伏线路 工程，其中新建架空线路9.54公里、电缆线路0.67公里。项目计划于2026年下半年开工建设，2027年建 成投运。 平湖南市新区是平湖市城市发展的重要战略区域，规划建设成为集行政办公、科技研发、生态居住、商 业服务等功能于一体的现代化新城区。随着国际科技会展中心、国际科创岛等重点项目陆续落地实施， 该区域用电负荷预计将持续快速增长。目前，为该区域供电的110千伏曹桥、塘桥等变电站接入能力已 接近饱和，难以满足未来发展需要。 （来源：南湖晚报） 转自：南湖晚报 N通讯员 沈文文 马旭辉 近日，嘉兴平湖南市110千伏输变电工程顺利取得平湖市发展和改革局核准批复。据了解，该工程是完 善平湖电网结构、服务区域发展的重要基础设施项目，核准批复标志着项目前期工作已全面完成，即将 进入工程实施阶段。 据悉，本工程建成投运后，将有效缓解南市新区及周边区域的供电压力，优化110千伏电网网架结构， 提高供电可靠性和运行灵活性。项目还 ...

Group 1 - Public Service Enterprise Group (PEG) has experienced a 2% decline since the announcement by New Jersey Governor-elect Mikie Sherrill on August 21, 2025, regarding the immediate freeze of utility rates on her first day in office [1] - During the same period, the S&P 500 index saw an increase, indicating a contrasting performance between PEG and the broader market [1]

If you like to see more ideas, please subscribe to the premium service "Value in Corporate Events" here and try the free trial. In this service we cover major earnings events, M&A, IPOs and other significant corporate events with actionable ideas. Furthermore, we provide coverage of situations and names on request!Shares of Xcel Energy ( XEL ) have been trading range-bound for years, despite being on the outset of rapid growth, which comes at a huge upfront capital spending expense. This results in the busi ...

Core Viewpoint - Xcel Energy (XEL) shares have been trading within a limited range for several years, despite the company being on the verge of significant growth, which involves substantial upfront capital expenditures leading to increased leverage and dilution [1] Group 1: Company Overview - Xcel Energy is experiencing rapid growth but has faced challenges due to high capital spending [1] - The company's stock performance has been stagnant, indicating a potential disconnect between growth prospects and market valuation [1] Group 2: Investment Opportunities - The investment group "Value In Corporate Events" focuses on identifying actionable investment opportunities through major corporate events such as earnings reports, mergers and acquisitions, and IPOs [1] - The group provides coverage of approximately 10 major events monthly, aiming to uncover the best investment opportunities [1]