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Analyst
Diana Niles
Period: Reporting periods mapped to calendar 2025 Q3 – 2026 Q2 (4 quarters).
- Questions
- 13on tracked calls
- Challenge rate
- 0%none of 13 questions
- Companies
- 5questioned at least once
- Reporting periods
- 4with 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 13 of 13 questions from 5 companies
ETREntergy4 questions · 2 reporting periods · 0 of 4 challenging
Calendar 2026 Q1
could you elaborate on the 1,000 megawatts of additional ESAs beyond the Meta agreement and maybe how you would characterize the kind of Industrial breakdown
Show response
Drew described broad-based industrial growth across steel, petrochemicals and many smaller projects. Noted these are probability-weighted, not included at 100%.
Was that selection of technology a preference from Entergy or from the customer
Show response
Drew said Entergy is technology-agnostic but noted AP-1000 benefits include existing design and familiarity with BWR technology. Primary focus is construction risk sharing.
Calendar 2025 Q4
Could you provide some color on what buckets this covers, whether that's transition required for new load or previously complicated resilience investments
Show response
CFO detailed buckets: Louisiana securitized storm cost contributions, Mississippi Superpower investment with no rate increase, and future rate change offsets from incremental revenue.
Is it already contemplated in your outlook going forward? Or to what extent do we need to look at future approvals
Show response
CFO confirmed Cottonwood in capital plan and EPS outlook. Pending regulatory approval but moves within existing EPS ranges, not incremental to them.
XELXcel Energy4 questions · 2 reporting periods · 0 of 4 challenging
Calendar 2026 Q2
the horizon for rate base growth maybe in the -- how long can this double-digit rate base growth extend?
Show response
Van Abel split the answer by asset type, anchoring renewables to the 2030 production tax credit deadline and pushing larger transmission and data center ramp into the early 2030s.
how are you thinking about the mix between gigawatt scale or 100-megawatt scale projects?
Show response
Frenzel gave the full size range and said hyperscalers are largely aligned to larger campuses, while reaffirming the 1 gigawatt this year and 3 gigawatts next year targets.
Calendar 2025 Q4
considering data centers coming online in the coming years, how should we think about that ramp to sales CAGR reaching 5% across service territories
Show response
Original 5% CAGR based on 3 GW; doubling to 6 GW extends opportunity but most sales impact comes 2029-2030 and into 2030s due to construction and ramp timelines.
there were estimated losses to the low end stay around $50 million. I'm just wondering how many lawsuits that $50 million might represent and sort of how sticky finalizing those might be
Show response
Over 320 of ~420 total claims settled; three largest by acreage resolved; $380M of $430M low-end estimate already committed; ~$120M insurance proceeds remaining.
AEEAmeren2 questions · 2 reporting periods · 0 of 2 challenging
Calendar 2025 Q4
are there timing considerations? To some of the future opportunities there?
Show response
Lyons acknowledged lumpiness from generation investments (2027-28 simple cycles, 2031 combined cycle) and flagged the September IRP update as an opportunity to accelerate batteries and renewables.
Calendar 2025 Q3
with 3 gigawatts of signed data center construction agreements, would you foresee a need for future revisions to generation plans?
Show response
Lyons said current generation plans support up to 2 GW by 2032 and more beyond. 3 GW construction agreements reinforce confidence, with IRP refresh expected September 2026.
DTEDTE Energy2 questions · 1 reporting period · 0 of 2 challenging
Calendar 2026 Q2
could you speak a bit to sort of conversations on the ground and conversations with local, and stakeholders
Show response
Harris cited job growth, tax base expansion for Saline and Van Buren, signed community benefits packages, and adjacent industry build-out.
could you provide the latest on progress and expectations there and any timeline considerations we should keep in mind?
Show response
Harris confirmed continued progress and that equipment is on order, but gave no timeline, citing unresolved counterparty permitting and possible alternative locations.
DUKDuke Energy1 question · 1 reporting period · 0 of 1 challenging
Calendar 2025 Q3
to what extent does that high end of 5% to 7% reflects incremental capital?
Show response
Brian confirmed top-half growth is achievable across the entire $95-105B range, not dependent on being at the high end.
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 |
|---|---|---|
| ETR Entergy | 4 | 0%none of 4 questions |
| XEL Xcel Energy | 4 | 0%none of 4 questions |
| AEE Ameren | 2 | —Rate withheld: fewer than 3 questions |
| DTE DTE Energy | 2 | —Rate withheld: fewer than 3 questions |
| DUK Duke Energy | 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 | 5 | 0%none of 5 questions | 3 |
| 2026 Q1 | 2 | 0%none of 2 questions | 1 |
| 2026 Q2 | 4 | 0%none of 4 questions | 2 |
- 2025 Q32 questions · challenge rate 0% (none of 2 questions) · 2 companies
- 2025 Q45 questions · challenge rate 0% (none of 5 questions) · 3 companies
- 2026 Q12 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2026 Q24 questions · challenge rate 0% (none of 4 questions) · 2 companies
Topics
Topics tagged on this analyst’s questions.
- Capex Investment6
- Demand5
- Regulation Policy3
- Cloud & AI3
- Revenue Growth3
- Geographic Expansion1
- Innovation & R&D1
- Pricing1
- Cost Pressure1