Core Insights - WEC Energy Group, Inc. is a leading energy company providing regulated natural gas and electricity services, with a market cap of $37.5 billion and extensive infrastructure [1] - The company is expected to announce its fiscal third-quarter earnings for 2025 on October 30, with analysts predicting a profit of $0.78 per share, a decrease of 4.9% from the previous year [2] - For the full year, WEC is projected to report an EPS of $5.23, reflecting a 7.2% increase from fiscal 2024, and an expected rise to $5.60 in fiscal 2026 [3] Performance Metrics - WEC stock has outperformed the S&P 500 Index, gaining 21% over the past 52 weeks compared to the index's 13.4% increase [4] - The company's strong performance is attributed to increased infrastructure spending and rising electricity prices, with Q2 revenue reported at $2 billion, up 13.4% year over year [5] Analyst Ratings - The consensus opinion on WEC stock is moderately bullish, with a "Moderate Buy" rating; out of 15 analysts, five recommend a "Strong Buy," nine suggest a "Hold," and one advises a "Strong Sell" [6] - WEC currently trades above its mean price target of $114.38, with a Street-high price target of $131 indicating a potential upside of 12.5% [6]

Core Insights - The Federal Energy Regulatory Commission (FERC) is reviewing a transmission service agreement between PECO Energy and Amazon Data Services, amid concerns about the impact of data centers on electricity costs for consumers [3][6] - The agreement includes provisions to protect utility customers from potential costs associated with the construction of a new data center in Falls Township, Pennsylvania [4][5] - The outcome of FERC's review could have significant regulatory implications for large load customers across the U.S. and may influence the Trump administration's objectives in the AI sector [5] Company and Industry Summary - PECO Energy has requested FERC's approval for a transmission service agreement that details how Amazon will cover costs for necessary grid upgrades to support the new data center [3] - The agreement includes various protections, such as obligations for customer facility readiness and shortfall payments if the data center's usage does not meet revenue commitments [5] - Monitoring Analytics, PJM's market monitor, has raised concerns that the agreement does not adequately address how the new data center could affect energy and capacity costs for retail customers, estimating that existing and planned data centers contributed $16.6 billion of the $30.8 billion in revenue from PJM's last two capacity auctions [6]

Group 1 - Several areas in Selangor and Kuala Lumpur are currently experiencing a power outage, including Petaling Jaya [1] - Tenaga Nasional Berhad (TNB) is aware of the situation and will provide detailed information once available [1] - TNB's technical team is on-site conducting repair works to restore electricity supply [1] Group 2 - TNB has acknowledged the power outage on their Facebook page and expressed appreciation for the public's patience [2] - The company has expressed deep regret for any inconvenience caused by the outage [2]

Core Insights - MGE Energy, Inc. (NASDAQ:MGEE) is recognized as a reliable dividend stock, emphasizing its strong financial health and disciplined capital management [2][5] - The company is focused on clean energy, aiming to expand its renewable energy capacity and modernize its electric grid [3][4] Financial Performance - MGE Energy has a long history of rewarding shareholders, having increased its dividend for 50 consecutive years and paid dividends for 110 years [5] - The current quarterly dividend is $0.475 per share, resulting in a dividend yield of 2.26% as of October 13 [5] Business Strategy - The company aims to phase out coal by 2032 and achieve net-zero carbon electricity by 2050, reflecting its commitment to environmental sustainability [4] - MGE Energy's growth strategy includes expanding solar and battery storage facilities to meet carbon-reduction targets [4]

Core Points - FirstEnergy Corp. emphasizes safety during Halloween celebrations, providing tips for safe decorations and activities [1][2]. Group 1: Safety Tips for Halloween Decorations - Ensure decorations are at least 10 feet away from power lines and never attach them to utility poles or electrical equipment [5]. - Check for damaged cords and replace any that are cracked, frayed, or have exposed wires [5]. - Use Underwriters Laboratories (UL) tags to verify safety for indoor and outdoor use, with red indicating safe for both and green for indoor only [5]. Group 2: Safety Tips for Halloween Activities - Keep pathways and entryways clear and well-lit to prevent trips and falls [5]. - Include reflective materials or glow sticks in costumes to enhance visibility [5]. - Motorists are advised to exercise extra caution and watch for children crossing the street [5]. Group 3: Company Overview - FirstEnergy operates one of the largest investor-owned electric systems in the U.S., serving over six million customers across several states [2]. - The company’s transmission subsidiaries manage approximately 24,000 miles of transmission lines connecting the Midwest and Mid-Atlantic regions [2].

HALIFAX, Nova Scotia--(BUSINESS WIRE)--On October 13, 2025, the Board of Directors of Emera Inc. (TSX/NYSE: EMA) declared quarterly dividends on its common shares and First Preferred Shares, each of which is payable on and after November 14, 2025 to the applicable shareholders of record at the close of business on October 31, 2025, as follows: $0.7325 per common share; $0.3094 per Series A First Preferred Share; $0.40213 per Series C First Preferred Share; $0.28125 per Series E First Preferred. ...

Core Viewpoint - Public Service Enterprise Group Incorporated (PSEG) will host its third quarter 2025 earnings call on November 3, 2025, to discuss financial results, guidance, capital investments, regulatory activities, and other significant matters with the financial community [1]. Company Overview - PSEG is a predominantly regulated infrastructure company operating New Jersey's largest transmission and distribution utility, serving approximately 2.4 million electric and 1.9 million natural gas customers [3]. - The company owns an independent fleet of 3,758 MW of carbon-free, baseload nuclear power generating units located in New Jersey and Pennsylvania [3]. - PSEG aims to power a future with reduced energy consumption that is cleaner, safer, and more reliable, guided by its "Powering Progress" vision [3]. - PSEG is a member of the S&P 500 Index and has been included in the Dow Jones Sustainability North America Index for 17 consecutive years [3]. Investor Relations - The audio webcast of the earnings call can be accessed on PSEG's Investor Relations website, along with presentation materials [2]. - A replay of the audio webcast and accompanying materials will be available by November 4 [2]. - Investors are encouraged to visit the Investor Relations website for important updates and can sign up for automatic email alerts regarding new postings [4].

Core Viewpoint - NextEra Energy, Inc. plans to report its third-quarter 2025 financial results on October 28, 2025, before the New York Stock Exchange opens, with results available exclusively on its website [1]. Group 1: Financial Reporting - The financial results will be announced in a news release posted on the company's website [1]. - An advisory news release will be issued via PR Newswire on the morning of October 28, providing a link to the financial results [1]. - A live investor presentation discussing the financial results will take place at 9 a.m. ET on October 28, featuring senior management [2]. Group 2: Webcast and Accessibility - The listen-only webcast will be accessible on NextEra Energy's website [3]. - Financial results and accompanying presentation slides will be available for download starting at 7:30 a.m. ET on the day of the webcast [3]. - A replay of the webcast will be available for 90 days [3]. Group 3: Company Overview - NextEra Energy, Inc. is one of the largest electric power and energy infrastructure companies in North America, headquartered in Juno Beach, Florida [4]. - The company owns Florida Power & Light Company, which serves approximately 12 million customers in Florida, making it the largest electric utility in the U.S. [4]. - NextEra Energy also operates NextEra Energy Resources, LLC, a major energy infrastructure development company in the U.S., focusing on a diverse mix of energy sources including natural gas, nuclear, renewable energy, and battery storage [4].

Market Overview - The infrastructure sector delivered positive returns in Q3, although it lagged behind global equities due to a risk-on market environment driven by animal spirits [3] - U.S. utilities, renewables, and North American natural gas and pipelines performed well, supported by high demand for power from AI-focused data centers [4][12] - European utilities faced challenges, particularly U.K. water utilities, which were negatively impacted by rising interest rates [4] Sector Performance - North American rails showed strong performance following news of a proposed merger, which could unlock significant value [5] - French toll roads declined due to political uncertainty and rising sovereign risk linked to the French budget fallout [6] - Communication towers were the weakest performers, experiencing slower growth in carrier capital expenditures during the current 5G cycle [6] Regional Highlights - The U.S. and Canada were the top contributors for the quarter, with Entergy and TC Energy leading the performance [7] - Entergy, a regulated electric utility, saw its share price increase due to ongoing data center deals [7] - TC Energy manages extensive natural gas pipelines and power assets, benefiting from stable cash flows and favorable project origination conditions [8] Detractors - Severn Trent and Vinci were the largest detractors, with Severn Trent facing concerns over U.K. fiscal policy [9] - Vinci operates a significant portion of France's toll road network and was affected by political uncertainty, although its operations remained stable [10] Future Outlook - Strong opportunities are anticipated in the infrastructure sector driven by decarbonization and energy transition, particularly in electric utilities across the U.S., EU, and U.K. [11] - Investments in electric and water utilities are expected to enhance grid resiliency and accommodate increased load growth due to reshoring and AI-focused data centers [12] Portfolio Highlights - The infrastructure strategy saw positive contributions from four out of seven sectors, with electric and gas utilities and airports being the top contributors [15] - The strategy underperformed relative to the FTSE Global Core Infrastructure 50/50 Index, primarily due to stock selection issues in the electric and water utility sectors [16] - Top contributors to absolute returns included Entergy, TC Energy, and WEC Energy, while Vinci and Severn Trent were the main detractors [17] Investment Actions - A new position was initiated in Spanish electric utility Iberdrola, while positions in Eletrobras, United Utilities, and Pembina Pipeline were exited [18]

Core Insights - Eversource Energy is recognized as one of the Top 15 Growth Stocks for Long-Term Investors [1] - The company operates as a regulated utility, providing electricity, natural gas, and water services to approximately 4.6 million customers across Connecticut, Massachusetts, and New Hampshire [2] - Eversource Energy has an updated investment plan of $23.7 billion for the 2024–2028 period, focusing on transmission and electric distribution projects, with an expected earnings-per-share growth of 5% to 7% annually [3] Financial Performance - Eversource Energy benefits from a stable and predictable cash flow due to its regulated sector operations, allowing for consistent earnings [4] - The company has successfully raised its dividends for 25 consecutive years, positioning it as a notable dividend aristocrat [4] - As of October 12, the quarterly dividend is $0.7525 per share, resulting in a dividend yield of 4.16% [4]