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Analyst
Marcella Petiprant
Period: Reporting periods mapped to calendar 2025 Q4 – 2026 Q1 (2 quarters).
- Questions
- 4on tracked calls
- Challenge rate
- 25%1 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
ESEversource Energy2 questions · 1 reporting period · 1 of 2 challenging
Calendar 2026 Q1
what is your level of confidence on the 15-month refund period? And what milestones should investors be watching for clarity on whether that interpretation prevails in court?
Show response
Moreira acknowledged the 15-month refund obligation under law while arguing FERC's retroactive date selection is the legally vulnerable element.
How should we think about how much you will pursue, whether carrying costs are included, and timing on when we might expect to see that filing?
Show response
Moreira provided specific sizing of $400-$470M including carrying charges, with target completion by late 2027.
PCGPG&E Corporation2 questions · 1 reporting period · 0 of 2 challenging
Calendar 2025 Q4
how should we be thinking about the timeline for ramp beyond 2026
Show response
CEO said about 50% of 3.6 GW online by 2030. Load growth ramps to 2-4% within five-year period. Supply costs also contributing to affordability beyond O&M and load growth.
how much incentive is there for continued balance sheet improvement? And then any line of sight to multi-agency investment grade
Show response
CEO confirmed financial metrics already meet IG at all agencies. Progress on SB 254 is the key trigger, not further balance sheet improvement. Committed to mid-teens FFO-to-debt.
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 |
|---|---|---|
| ES Eversource Energy | 2 | —Rate withheld: fewer than 3 questions |
| PCG PG&E 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 |
|---|---|---|---|
| 2025 Q4 | 2 | 0%none of 2 questions | 1 |
| 2026 Q1 | 2 | 50%1 of 2 questions | 1 |
- 2025 Q42 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2026 Q12 questions · challenge rate 50% (1 of 2 questions) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Regulation Policy2
- Capital Allocation1
- Cloud & AI1
- Demand1
- Pricing1
- Credit1