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Analyst
James Ward
Period: Reporting periods mapped to calendar 2024 Q4 – 2025 Q4 (5 quarters; questions recorded in 2).
- Questions
- 4on tracked calls
- Challenge rate
- 0%none of 4 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 4 of 4 questions from 2 companies
ATOAtmos Energy2 questions · 1 reporting period · 0 of 2 challenging
Calendar 2024 Q4
what we are looking for is a bit more color on the higher CapEx plan announced last quarter, looking at rate lags, earned ROE trajectory moving forward
Show response
CEO framed the higher CapEx as a continuation of existing strategy driven by system modernization, growth, and interconnects. No new strategic drivers disclosed.
anything. Need more color on sort of large-scale industrial and generation projects and so on
Show response
CEO confirmed eleven new industrial customers in Q1 with 2-2.5 bcf load, continued strong inquiry pipeline, but declined specifics on unsigned prospects.
DUKDuke Energy2 questions · 1 reporting period · 0 of 2 challenging
Calendar 2025 Q4
what has to go right to deliver the top half performance beginning in 2028 in terms of earned ROEs and so on?
Show response
Harry cited data center load ramp in late 2027/2028, constructive regulatory outcomes, one-utility merger savings, and spreading fixed costs over larger base as key drivers.
With a larger capital plan, what are the key assumptions that keep you within those guardrails?
Show response
Brian said no new regulatory changes needed. Improving operating cash flows from existing mechanisms plus 35% equity funding of incremental capital supports 15% FFO-to-debt target.
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 |
|---|---|---|
| ATO Atmos Energy | 2 | —Rate withheld: fewer than 3 questions |
| DUK Duke Energy | 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 | No questions recorded | — | — |
| 2025 Q2 | No questions recorded | — | — |
| 2025 Q3 | No questions recorded | — | — |
| 2025 Q4 | 2 | 0%none of 2 questions | 1 |
- 2024 Q42 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2025 Q1No questions recorded
- 2025 Q2No questions recorded
- 2025 Q3No questions recorded
- 2025 Q42 questions · challenge rate 0% (none of 2 questions) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Revenue Growth1
- Regulation Policy1
- Capital Allocation1
- Capex Investment1
- Guidance Reliability1
- Demand1