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Analyst
James Kennedy
Period: Reporting periods mapped to calendar 2024 Q4 – 2025 Q1 (2 quarters).
- Questions
- 9on tracked calls
- Challenge rate
- 0%none of 9 questionsLimited sample
- Companies
- 4questioned 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 9 of 9 questions from 4 companies
DDominion Energy3 questions · 1 reporting period · 0 of 3 challenging
Calendar 2025 Q1
can you give us like a general rule of thumb on like a daily standby or demobilization cost
Show response
Blue declined to quantify standby costs, redirected to why a pause is unlikely, but noted utilities are entitled to recover prudently incurred costs subject to SCC cost-sharing order.
any conversations or interactions at the state or federal level, that give you a little bit more incremental comfort
Show response
Blue emphasized project is fully permitted, regular agency check-ins continue normally, confident project will proceed for multiple strategic reasons.
any kind of color as you're thinking about the tariff impacts there and spend profile any changes
Show response
Blue described diversified US-heavy supply chain, advance ordering ahead of tariff dates, and multiple sourcing as mitigants. Tariff impacts manageable.
EXCExelon2 questions · 1 reporting period · 0 of 2 challenging
Calendar 2025 Q1
one of your peers has been talking recently about the introduction of legislation in Pennsylvania to support potentially regulated generation. I guess, what's your degree of involvement
Show response
Calvin expressed support for balanced approach with clear recoverability. Emphasized customer affordability and energy security as key tenets.
Is there like a rule of thumb that we should be thinking about for how you convert between the phases and ultimately shift into the capital plan?
Show response
Jeanne noted no simple rule of thumb given project variability, but highlighted $5B of new business in plan (up $900M) with further increases expected.
LNTAlliant Energy2 questions · 1 reporting period · 0 of 2 challenging
Calendar 2025 Q1
is there a general timeline you could share for converting mature opportunities to contracts
Show response
Barton differentiated between signed ESAs and active negotiations, noting high confidence in mature opportunities but only reporting executed agreements.
Does the safe harboring work you guys laid out today mean that that's off the table right now
Show response
Durian said focus is on avoiding reopening through safe harboring, load acceleration, and advocacy. Better than 95% of planned tax credits from projects already in service or safe harbored.
PPLPPL Corporation2 questions · 1 reporting period · 0 of 2 challenging
Calendar 2024 Q4
some more color on what you see as the pathway forward here in this legislative session. And in your view, how much of a time cushion really remains
Show response
Vince described constructive engagement with state officials and outlined potential legislation including utility-owned generation, long-term PPAs, and low-cost financing.
on the Pennsylvania data center spend, so you rolled in $400 million, I think, with this update. But there's more to go
Show response
Vince confirmed potential $600-700M in data center transmission CapEx with $400M in plan, noting 50-50 probability projects could push pipeline to 12-13GW.
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 |
|---|---|---|
| D Dominion Energy | 3 | 0%none of 3 questions |
| EXC Exelon | 2 | —Rate withheld: fewer than 3 questions |
| LNT Alliant Energy | 2 | —Rate withheld: fewer than 3 questions |
| PPL PPL Corporation | 2 | —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 |
|---|---|---|---|
| 2024 Q4 | 2 | 0%none of 2 questions | 1 |
| 2025 Q1 | 7 | 0%none of 7 questions | 3 |
- 2024 Q42 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2025 Q17 questions · challenge rate 0% (none of 7 questions) · 3 companies
Topics
Topics tagged on this analyst’s questions.
- Capex Investment5
- Regulation Policy5
- Demand2
- Trade Tariffs1
- Supply Chain1
- Macroeconomic1
- Cloud & AI1
- Geographic Expansion1
- Competitive Dynamics1