Will PPL Continue Raising Dividends for Long-Term Shareholders?
PPL Corporation (PPL) has a strong history of consistently raising its dividends, supported by robust operational performance and a regulated business model focusing on generation, transmission, and distribution projects. The company recently increased its quarterly dividend by 4.6% to 28.5 cents per share and aims for 4-6% annual dividend growth through 2029, with a target payout ratio of 50-60%. PPL's future growth is further bolstered by significant capital investments, increasing demand for clean electricity from data centers in its service territories, and predictable cash flows.
CEG Stock Underperforms Industry in Past 3 Months: How to Play?
Constellation Energy Corporation (CEG) shares have underperformed the Zacks Alternate Energy – Other industry over the past three months, gaining only 0.6% compared to the industry's 6% rally. This underperformance is attributed to delays in transmission projects and a lack of new large data center contracts. However, the company is expected to benefit from the Calpine acquisition, its focus on clean energy, strategic investments in nuclear and renewable assets, and strong earnings growth estimates and dividend policies.
AEP, other Ohio utilities could own nuclear power plants under state bill
A new bill in Ohio's House of Representatives could allow utilities like American Electric Power and FirstEnergy to own nuclear power plants, a practice generally barred in the state. While AEP is exploring small modular nuclear projects due to load growth, the Ohio Manufacturers’ Association opposes the bill, arguing it reintroduces financial risks to customers similar to a past bribery scandal. The legislation outlines a regulatory framework for financing and ratemaking, requiring customer agreements and PUC approval based on energy independence and supply needs.
Why Duke Energy (DUK) Is Becoming a Data Center Power Demand Play
Duke Energy (DUK) is highlighted as a strong investment, appearing on Goldman Sachs' Conviction List with a "Buy" rating and a $132 price target due to regulatory progress and generation capacity expansion. The company's growing connection to data center power demand and industrial growth is a key driver, as evidenced by signing agreements for 7.6 gigawatts of new data center demand since 2024. Duke Energy also beat first-quarter 2026 profit and revenue estimates and is seeking Department of Energy loans to support grid investments.
Global Retirement Partners LLC Grows Holdings in Duke Energy Corporation $DUK
Global Retirement Partners LLC increased its stake in Duke Energy Corporation by 29.6% in the fourth quarter, bringing its total holdings to 62,821 shares valued at approximately $7.36 million. The utilities provider recently reported stronger-than-expected quarterly earnings with $1.93 EPS and $9.18 billion in revenue, also announcing a quarterly dividend of $1.065 per share. Analysts currently rate Duke Energy as a "Moderate Buy" with a consensus price target of $139.07.
Duke Energy (DUK) EVP adjusts 401(k) and phantom stock positions in routine plan moves
Duke Energy's EVP and Chief Customer Officer, Alexander J. Weintraub, reported routine adjustments to his company holdings. These included a discretionary transaction of 394 common shares within his 401(k) plan and 3,265 phantom stock units in the Executive Savings Plan. The report clarified that these were plan-related movements and not open-market purchases or sales.
Duke Energy’s dark money backed Phil Berger’s losing primary
Duke Energy Carolinas channeled $200,000 through a political nonprofit to a super PAC to support North Carolina Senate President Pro Tem Phil Berger's unsuccessful primary campaign. This "dark money" contribution augmented other significant corporate spending in the race, where Berger ultimately lost by a narrow margin of 23 votes. The funding trail highlights how utilities can influence political outcomes, especially as Duke Energy has active regulatory interests in the district, including plans for gas peaker plants.
Exclusive | Residents stand to lose everything as more than 30 homes seized by private company to build Georgia data centers — needed to power AI
Georgia Power is using eminent domain to acquire hundreds of properties in Coweta and Fayette counties for Project Wansley, a new transmission corridor primarily supporting AI-driven data centers. Residents, some of whom face outright demolition of their homes or significant devaluation due to easements, are fighting the utility's offers and methods, claiming unfair appraisals and emphasizing the destruction of their lives for corporate profit. Georgia Power, however, states eminent domain is a last resort and negotiations are in good faith for a project serving broad regional load growth, not just specific customers.
More storage agreements in the United States: Grenergy signs a 400 GWh/year PPA with Georgia Power
Grenergy has secured a significant Power Purchase Agreement (PPA) with Georgia Power in the United States. This agreement is for 400 GWh/year of energy storage. The deal highlights the growing demand for storage solutions in the US energy market.
Energy industry leader Glenn Wright joins NRG’s 11-member board
NRG Energy, Inc. announced the appointment of Glenn Wright to its Board of Directors, effective May 26, 2026, expanding the board to 11 members. Wright brings extensive experience from Shell plc, including leadership roles in power markets, customer energy solutions, and managing complex portfolios across North and South America. His appointment is expected to reinforce the company's governance and strategy for long-term value creation.
Duke Energy Corp stock (US2635341090): veteran grants and strong share price keep utilities giant in focus
Duke Energy Corp is gaining investor attention due to its foundation's new America250 grants for veterans' career pathways and the stock trading near recent highs on the NYSE. The company, a regulated utility, is central to regional grid reliability and energy transition efforts, with stable cash flows tied to approved capital investment and rate cases. The grants highlight Duke Energy's commitment to ESG themes, complementing its steady earnings, dividend history, and strategic investments in infrastructure and renewables, which contribute to its strong market position and appeal to US investors.
IFP Advisors Inc Has $5.27 Million Stock Holdings in Duke Energy Corporation $DUK
IFP Advisors Inc significantly increased its stake in Duke Energy Corporation (NYSE:DUK) by 80.2% in the 4th quarter, bringing their total holdings to $5.27 million. Institutional investors collectively own 65.31% of Duke Energy's stock, and analysts currently rate the stock as a "Moderate Buy" with an average price target of $139.67. The company recently reported strong Q1 earnings, beating analyst estimates, and announced a quarterly dividend of $1.065 per share.
ProShare Advisors LLC Grows Stake in Duke Energy Corporation $DUK
ProShare Advisors LLC increased its stake in Duke Energy Corporation (NYSE:DUK) by 8.4% in the fourth quarter, now holding 146,098 shares valued at $17.1 million. This increase follows Duke Energy's strong quarterly results, which surpassed analyst estimates with earnings of $1.93 per share and revenue of $9.18 billion. The company also announced a quarterly dividend of $1.065 per share, yielding approximately 3.4%, and continues to be rated as a "Moderate Buy" by analysts with a consensus price target of $139.67.
10,951 Shares in WEC Energy Group, Inc. $WEC Bought by North Dakota State Investment Board
The North Dakota State Investment Board has acquired 10,951 shares of WEC Energy Group (NYSE:WEC) valued at approximately $1.155 million in the fourth quarter. This move comes as WEC Energy Group reported strong quarterly results, exceeding analyst expectations with EPS of $2.45 and revenue of $3.43 billion, and announced a quarterly dividend of $0.9525 per share.
Dt Midstream stock hits all-time high at 150.46 USD By Investing.com
DT Midstream Inc. (DTM) stock has reached an all-time high of $150.46, reflecting a 42.97% increase over the past year. Despite its strong performance and a consistent dividend yield of 2.36%, InvestingPro analysis suggests the stock is currently overvalued. Recent Q1 2026 earnings beat expectations, and Jefferies raised its price target to $166, citing growth opportunities in the Midwest driven by AI and data center demand.
Duke Energy (DUK) chair Theodore Craver gifts 2,402 shares to joint trust
Theodore F. Craver Jr., chair and director of Duke Energy (DUK), gifted 2,402 shares of common stock to a joint trust on May 18, 2026. This transaction is considered a non-cash internal reallocation of ownership and does not represent a market sale. After the transfer, Craver directly owns 19,193 Duke Energy shares, including those held within the joint trust.
Democrats in Sacramento want to make energy even more expensive
California lawmakers are pushing a new bill, SB 1359, aimed at transitioning the state away from natural gas by making it harder and more expensive to maintain gas infrastructure. Critics argue this will increase energy costs for consumers, particularly low-income households, and exacerbate reliability issues and the state's housing crisis. The bill is seen as a departure from technology-neutral utility regulation, forcing an all-electric future despite potential negative economic and reliability consequences.
Memorial Day boost: $30K to help South Carolina veterans train for new jobs
The Duke Energy Foundation has awarded $30,000 in grants to two South Carolina nonprofits, Hidden Wounds and Upstate Warrior Solution, to support workforce development programs for veterans. This funding is part of the Duke Energy Foundation's America250 initiative, aiming to provide job readiness, employment services, and career counseling to veterans across eight counties. The initiative celebrates America's 250th anniversary by investing in those who served and their families, with a total investment of over $550,000 in the Palmetto State.
Duke Energy Foundation honors South Carolina veterans this Memorial Day with $30,000 in grants for workforce development – Company Announcement - FT.com
The Duke Energy Foundation is awarding $30,000 in grants to South Carolina nonprofit organizations, Upstate Warrior Solution and Hidden Wounds, to support workforce development programs for veterans. This funding is part of the Foundation's America250 initiative, which aims to honor U.S. service members and their families by providing job readiness training and skills for post-military success. The grants will expand services across eight counties, focusing on employment support for justice-involved veterans and building a network of veteran-friendly employers.
Duke Energy grants help N.C. veterans train for civilian jobs
Duke Energy, through its Foundation, is investing $45,800 in three North Carolina organizations to support veteran career pathways as part of its America250 initiative. This funding will support workforce training, credentials, scholarships, and employment resources for transitioning service members, veterans, and military spouses. The grants are aimed at helping veterans leverage their skills for high-demand civilian jobs and strengthen North Carolina's workforce.
Duke Energy invests in North Carolina veterans' career pathways through America250 grants
The Duke Energy Foundation is investing $45,800 through its America250 initiative to support North Carolina veterans in building careers after military service. This funding will go to three organizations: the North Carolina Veterans Foundation, the Veterans Life Center, and Allies for Cherry Point's Tomorrow. The grants aim to connect veterans with training, credentials, and long-term career opportunities, addressing barriers they face in transitioning to civilian employment.
DTE Energy Co. stock (US2333311072): Earnings momentum and data center hopes draw fresh attention
DTE Energy Co. reported strong Q1 2026 earnings, driven by its regulated electric and gas utility operations in Michigan, and highlighted significant growth opportunities from increasing data center demand within its service territory. The company's strategy focuses on infrastructure investments, grid modernization, and transitioning to cleaner energy sources, positioning it as a stable income-oriented holding for US investors. However, risks such as regulatory changes, execution of large capital projects, and operational challenges like extreme weather temper this outlook.
Envestnet Portfolio Solutions Inc. Buys 17,883 Shares of Duke Energy Corporation $DUK
Envestnet Portfolio Solutions Inc. increased its stake in Duke Energy Corporation by 13.8% during the fourth quarter, purchasing an additional 17,883 shares. This increased their total holdings to 147,762 shares, valued at $17.319 million. Other institutional investors also adjusted their positions in DUK, and recent insider transactions show both sales by executives.
National Grid PLC (HAM:NNGF) Stock Price, Trades & News
This GuruFocus article provides a comprehensive overview of National Grid PLC (HAM:NNGF), detailing its stock price, financial metrics, and corporate information. It covers key financial strength, growth, liquidity, and profitability indicators, alongside dividend data and upcoming stock events. The article also lists severe warning signs detected by GuruFocus and recent news items related to the company.
Can Utility Stock Southwest Gas Face Pipeline Valuation Pressure?
The article discusses Southwest Gas Holdings (SWX) and the factors influencing its valuation, particularly infrastructure modernization and pipeline expansion. It also notes a significant shareholder's complete exit from the company. The full article content is behind a login/registration wall, but the available snippets highlight the company's focus on regulated natural gas utility and infrastructure services.
Enbridge proposes new gas pipeline expansion in New England, placing Mass. in the crosshairs
Enbridge has announced "Project Beacon," a proposal to expand its Algonquin natural gas pipeline system, which runs through Massachusetts. This move aims to address New England's high energy costs and growing demand by easing pipeline bottlenecks and increasing natural gas supply. The proposal is expected to reignite debates over fossil fuel reliance, financing, and regulatory approvals, impacting Governor Maura Healey's reelection bid and facing likely opposition from environmental advocates.
Earnings call transcript: WhiteFiber Inc reports Q1 2026 loss, stock drops
WhiteFiber Inc (WYFI) reported a significant net loss in Q1 2026, with an EPS of -$0.31, largely missing analyst forecasts and causing its stock to drop over 10% in pre-market trading. Despite a 31% year-over-year revenue increase, the company faced substantial challenges due to increased operating expenses and a decline in cloud revenue. WhiteFiber's executives emphasized their strategy of investing in AI infrastructure, with planned expansions at NC1 and MTL-3, and outlined efforts to transition their cloud business towards longer-duration enterprise deployments to improve future profitability.
Duke Energy Corp. stock outperforms competitors on strong trading day
Duke Energy Corp. (DUK) saw its stock rally by 1.40% to $124.56 on Tuesday, outperforming the broader market which experienced a poor trading session with the S&P 500 Index and Dow Jones Industrial Average both falling. This marks the second consecutive day of gains for Duke Energy's stock despite the market downturn.
How a $50,000 Duke Energy gift helps Florida veterans find civilian jobs
The Duke Energy Foundation is awarding $50,000 in America250 grants to five Florida non-profits to support veterans. These grants will help former service members gain job readiness skills, access resources, and build connections as they transition to civilian life, with individual awards ranging from $5,000 to $15,000. This initiative is part of a broader commitment exceeding $1 million to recognize America's 250th anniversary.
Duke Energy steers more than $250,000 to veterans’ job training
The Duke Energy Foundation is investing over $250,000 through its America250 initiative to support veterans' career pathways across six states. This funding includes 20 grants to nonprofit organizations and a $25,000 contribution to the USO Transition Program, focusing on job skills, training, and employment support for veterans and military families. The initiative aims to help veterans translate their military experience into civilian careers by providing resources like career counseling, paid training, and digital skills.
Duke Energy Foundation Invests Over $250,000 to Support Veterans' Career Pathways Across 6 States
The Duke Energy Foundation is investing over $250,000 to help veterans gain job-ready skills and build career pathways across six states, in partnership with nonprofit organizations and the USO. These grants, part of the America250 initiative, will provide career counseling, training, and wraparound services, supporting veterans transitioning from military to civilian life. This effort underscores the importance of veterans' skills in the workforce and aims to remove barriers to their economic success.
Duke Energy Foundation Invests Over $250,000 to Support Veterans' Career Pathways Across 6 States
The Duke Energy Foundation is investing over $250,000 through its America250 initiative to support career pathways for veterans in six states. These grants, awarded to 20 nonprofit organizations and the USO, will provide job-ready skills, training, and services to help veterans transition to civilian careers. This initiative builds on the Foundation's broader $1 million America250 investment, which also includes grants for revitalizing parks and strengthening civic connections.
The Jackson Copeland Foundation Awarded $10,000 Grant from Duke Energy Foundation as Part of Commitment to Support Communities Across Florida
The Duke Energy Foundation has awarded a $10,000 grant to The Jackson Copeland Foundation to assist families dealing with blood cancer diagnoses in Florida. This grant aims to alleviate financial burdens by covering non-medical living expenses like housing and transportation for patients undergoing treatment, especially those requiring travel to specialized centers. The initiative seeks to prevent financial ruin for families so they can focus on recovery.
Duke Energy Corporation $DUK Shares Sold by Resona Asset Management Co. Ltd.
Resona Asset Management Co. Ltd. reduced its stake in Duke Energy Corporation (NYSE:DUK) by 2.6% in the fourth quarter, selling 8,238 shares, while other institutional investors like Dorato Capital Management and Lodestone Wealth Management LLC acquired new stakes. Insiders also sold shares totaling over $3 million. Analysts have a "Moderate Buy" rating for DUK with an average price target of $139.67.
Payden & Rygel Sells 61,200 Shares of Duke Energy Corporation $DUK
Payden & Rygel significantly reduced its stake in Duke Energy Corporation (NYSE:DUK) by selling 61,200 shares, decreasing its holdings by 24.4% in the fourth quarter. This move leaves the firm with 189,690 shares valued at approximately $22.2 million. The article also notes recent insider selling by Duke Energy's CEOs and highlights the company's solid quarterly earnings, which surpassed estimates, along with its consistent dividend payment.
Duke Energy Foundation Invests Over $250,000 to Support Veterans' Career Pathways Across 6 States
The Duke Energy Foundation is investing over $250,000 through its America250 initiative to support veterans' career pathways across its six-state service area. This funding will provide grants to 20 nonprofit organizations and the USO, offering career counseling, training, credentialing, and digital skills to help veterans transition into civilian careers. The initiative aims to leverage veterans' leadership and skills to strengthen communities and facilitate long-term economic opportunities.
North Dakota State Investment Board Makes New $3.13 Million Investment in Duke Energy Corporation $DUK
The North Dakota State Investment Board has initiated a new position in Duke Energy Corporation, acquiring 26,681 shares valued at approximately $3.13 million. This investment follows Duke Energy's strong quarterly results, which included beating EPS and revenue estimates, and an announced quarterly dividend of $1.065 per share. Analysts currently rate Duke Energy as a "Moderate Buy" with an average price target of $139.67.
Ameren Holders Approve CEO Compensation, $14 Million Package Not Unanimous
Ameren shareholders approved executive compensation, re-elected all board members, and retained PwC as their auditor, despite some opposition to CEO Martin J. Lyons, Jr.'s $14.06 million pay package for 2025. The company's management secured these approvals as Ameren continues to invest heavily in infrastructure and awaits crucial rate and regulatory decisions. While the shareholder votes were not unanimous, particularly regarding CEO pay and board member Steven H. Lipstein's re-election, investor support remains strong for Ameren's capital-intensive strategy.
Korea Electric Power Corporation (KEPCO) will build a total of 95 megawatts (MW) of solar power gene..
Korea Electric Power Corporation (KEPCO) plans to construct 95MW of solar power generation facilities by 2030, utilizing idle substation land across the country. This initiative aims to address energy risks from the Middle East conflict, implement K-RE100 for public institutions, and enhance energy independence. KEPCO will also introduce extensive energy-saving support measures, including expanded energy cashback for households and increased high-efficiency device support for vulnerable sectors, to minimize energy risks.
MISO selects consortium of Ameren, GridLiance, Dairyland, Illinois Municipal Electric Agency to deliver major grid-bolstering projects in Illinois
The Midcontinent Independent System Operator (MISO) has chosen a consortium comprising Ameren Transmission Company of Illinois (ATXI), GridLiance Heartland, Dairyland Power Cooperative, and the Illinois Municipal Electric Agency (IMEA) to develop two major 765-kilovolt transmission projects. These projects, STIW and WIIL, are valued at an estimated $940 million and $718 million respectively, and aim to establish a robust backbone for reliable and cost-effective energy in the Midwest. They are part of MISO's Long Range Transmission Planning and are expected to be in service by 2034.
Xcel Energy Inc stock (US98389B1008): earnings update and grid investment plans in focus
Xcel Energy Inc recently reported its first-quarter 2026 financial results and continues to invest significantly in grid modernization and clean energy across its U.S. service territories. The company operates as a regulated utility, focusing on electric and natural gas distribution, and is actively transitioning towards cleaner power generation, facing regulatory and execution risks common in the utility sector. This article provides an overview of its business model, revenue drivers, industry trends, and the implications for US investors.
DTE Energy stock (US2333311072): Utility earnings and capital spending stay in focus
This article focuses on DTE Energy (US2333311072) and its continued relevance to U.S. investors, emphasizing its regulated electric and gas operations in Michigan. Key aspects include its ongoing capital spending on infrastructure, the impact of regulatory decisions on its earnings, and how its business model provides defensive cash flow. The company's investment case is closely tied to its effectiveness in converting infrastructure spending into approved returns and long-term rate-base growth, making execution and regulation critical for its earnings durability.
SDG&E’s Profit-Oriented Business Model Is Not in the Public’s Interest
The article argues that SDG&E's profit-driven business model, which rewards spending on infrastructure with guaranteed profit margins, works against the public interest, leading to high energy bills for San Diegans. It advocates for immediate state-level reforms to curb excessive profit-taking and greater accountability, as well as a long-term transition to a nonprofit public power alternative, citing its proven success and cost savings in other California communities. The author calls on local leaders to support these solutions to protect ratepayers and put the energy system back in public hands.
Dominion to be acquired by NextEra Energy in $66.8 billion deal
NextEra Energy is set to acquire Dominion Energy in a record-breaking $66.8 billion all-stock transaction, creating the largest electric utility in the United States. This deal will establish a sprawling power company serving 10 million utility customers across multiple states and owning 110 gigawatts of power generation. The acquisition comes amidst a surge in electricity demand driven by the data center industry and the build-out of AI technology.
Bank of America warns gas will stay near $4 through summer as lower-income households feel squeeze
Bank of America projects that gas prices will remain near $4 per gallon throughout the summer, a situation that will particularly impact Charlotte due to its low wage growth. Lower-income households in Charlotte are already dedicating a significant portion of their income to gasoline, and the city's average wage growth ranks poorly nationally. This forecast suggests continued financial strain for many residents in the area.
Expect Array Technologies To Swing To Profitability Again Amidst Industry Tailwinds (ARRY)
Array Technologies, Inc. (ARRY) is rated a Buy due to strong industry tailwinds, a record order backlog, and compelling valuation metrics. The company's $2.4B order book, 2x book-to-bill ratio, and 12.71% FCF yield signal robust near-term growth and value. While ARRY trails some competitors in diversification, its recent acquisition of APA Solar and product enhancements are improving its competitive standing and positioning it for profitability.
Citizens reiterates WhiteFiber stock rating on execution progress
Citizens reiterated a Market Outperform rating and $37.00 price target for WhiteFiber Inc (NASDAQ:WYFI) after Q1 2026 results, citing execution progress and improving growth outlook. Despite missing EPS estimates, the company showed significant revenue growth and progress on key projects like NC-1 and MTL-3. Analysts expect continued sales growth even with profitability challenges.
NextEra to Acquire Dominion Energy; Deal Terms Include $360M Cash, 0.8138 Shares (NYSE: D)
NextEra Energy is set to acquire Dominion Energy through a definitive merger agreement. Dominion Energy shareholders will receive an aggregate of $360 million in cash and 0.8138 shares of NextEra Energy common stock per Dominion share. The deal includes commitments to maintain Dominion's headquarters in Richmond, VA, and Cayce, SC, and to appoint four Dominion directors to NextEra's expanded board.
All-stock NextEra Energy (NYSE: NEE)–Dominion merger to form utility giant
NextEra Energy (NEE) and Dominion Energy (D) announced an all-stock merger to create the world's largest regulated electric utility business. Dominion shareholders will receive 0.8138 shares of NextEra Energy for each Dominion share, plus a one-time cash payment of $360 million shared across outstanding Dominion shares. The combined entity will serve approximately 10 million customer accounts across Florida, Virginia, North Carolina, and South Carolina and is expected to be immediately accretive to adjusted EPS, supporting a targeted 9%+ annual adjusted EPS growth rate through 2032.
AI could make power grid more efficient — if utilities can persuade regulators
Utilities are increasingly looking to AI-supported software and hardware to manage power resources more efficiently, extend equipment life, and quickly respond to outages, especially given the rising demand from data centers. However, state regulators often resist approving the necessary spending for these technologies due to concerns about keeping costs low for consumers. This resistance creates a "system bias" that chills innovation, despite proponents arguing that AI can ultimately help reduce climbing rates caused by supply chain issues, maintenance, and climate change-related disasters.
