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Analyst
Alexis Kania
Period: Reporting periods mapped to calendar 2025 Q3 – 2026 Q2 (4 quarters; questions recorded in 2).
- Questions
- 3on tracked calls
- Challenge rate
- 0%none of 3 questionsLimited sample
- Companies
- 2questioned at least once
- Reporting periods
- 2with questions
These figures cover the whole profile: every tracked question, all reporting periods.
How to read these numbers
Challenge rate is the share of questions that pushed back, pressed for specifics or questioned management’s assumptions. It describes how questions were asked on the calls tracked here; it does not measure whether any view turned out to be right.
Rounding. Rates are rounded to whole percentages, so a small share can show as 0% even when some questions were challenging. The count beside each rate is exact; “none of N questions” means no question was challenging.
No questions recorded. “—” means there is nothing to calculate: no questions were recorded for that period on the calls tracked here. It does not mean there was no activity.
Fewer than 3 questions. A company-level rate is withheld when fewer than 3 questions were recorded for that company; the questions are still counted everywhere else.
Small samples. Profiles with fewer than 10 questions are marked Limited sample.
Reporting periods. Questions are grouped by the calendar quarter each company’s fiscal reporting period maps to, not by the date of the call. Periods without a calendar mapping are listed separately under their fiscal label.
Questions asked
Grouped by company, most questions first. Open a company to read its questions, newest reporting period first.
Showing 3 of 3 questions from 2 companies
XELXcel Energy2 questions · 2 reporting periods · 0 of 2 challenging
Calendar 2026 Q2
Just overall, what's your sense in terms of public acceptance of the large and load?
Show response
Frenzel cited concrete community support in Pine Island and said the eight-state political mix is expected to hold, so no significant change in backdrop through the election cycle.
Calendar 2025 Q3
the nature of communications that you're having with regulators just on kind of expectations for where rate trends may be going
Show response
Affordability is top priority; management working with each state on balancing reliability, sustainability, and cost.
ETREntergy1 question · 1 reporting period · 0 of 1 challenging
Calendar 2025 Q3
if you could maybe tie that with the comments made a little bit earlier on the ERAS queue as well
Show response
CEO clarified 4.5 GW (2031-2032 COD) is separate from ERAS queue projects which are nearer-term. ERAS queue includes 4 projects available for incremental growth.
Challenge rate by company
Every company this analyst questioned, most questions first. A company-level rate is shown from 3 questions; below that it is withheld.
| Company | Questions | Challenge rate |
|---|---|---|
| XEL Xcel Energy | 2 | —Rate withheld: fewer than 3 questions |
| ETR Entergy | 1 | —Rate withheld: fewer than 3 questions |
Activity by reporting period
Questions recorded for each calendar quarter that companies’ reporting periods map to (not the call date), with the challenge rate for that period. Periods inside the range with no questions are shown as “No questions recorded”.
| Calendar period | Questions | Challenge rate | Companies |
|---|---|---|---|
| 2025 Q3 | 2 | 0%none of 2 questions | 2 |
| 2025 Q4 | No questions recorded | — | — |
| 2026 Q1 | No questions recorded | — | — |
| 2026 Q2 | 1 | 0%none of 1 question | 1 |
- 2025 Q32 questions · challenge rate 0% (none of 2 questions) · 2 companies
- 2025 Q4No questions recorded
- 2026 Q1No questions recorded
- 2026 Q21 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Regulation Policy3
- Demand1
- Capex Investment1
- Pricing1