Tellvest

Companies Economy Pulse Mentions Returns Firms & Analysts Pricing About

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Descriptive analysis built from SEC filings and public earnings transcripts. Not investment advice.

James Ward (Jefferies) — Tellvest

Analysts/James Ward

James Ward

Jefferies

Utilities

Limited coverage. Only 4 questions of coverage. Treat these numbers as directional — sample too small for reliable averages.

Companies

Questions

Challenge RatePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.

Challenge Trend

Q4 '24Q4 '25

Focus Areas6 topics

Revenue Growth1Regulation Policy1Capital Allocation1Capex Investment1Guidance Reliability1Demand1

Trends2 quarters

Questions per Quarter

Questions

Challenging

Companies Covered

Question History4 questions

ATOAtmos Energy1 quarter

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

Capex InvestmentGuidance ReliabilityView in transcript →

anything. Need more color on sort of large-scale industrial and generation projects and so on

DemandView in transcript →

DUKDuke Energy1 quarter

2025 Q4

what has to go right to deliver the top half performance beginning in 2028 in terms of earned ROEs and so on?

Revenue GrowthRegulation PolicyView in transcript →

With a larger capital plan, what are the key assumptions that keep you within those guardrails?

Capital AllocationView in transcript →