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Analyst
Rinny Singh
Period: Reporting periods mapped to calendar 2025 Q1 – 2026 Q2 (6 quarters; questions recorded in 3).
- Questions
- 8on tracked calls
- Challenge rate
- 0%none of 8 questionsLimited sample
- Companies
- 4questioned at least once
- Reporting periods
- 3with 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 8 of 8 questions from 4 companies
LNTAlliant Energy4 questions · 2 reporting periods · 0 of 4 challenging
Calendar 2025 Q4
are you thinking about, like, regulatory continuity and potential policy shift
Show response
Barton outlined both states' primary races. Emphasized commitment that existing customers benefit from data center growth, with ICR construct providing commission oversight.
do you kind of view it as—is it kind of more broadly the challenge as being tied to local or township concerns
Show response
Barton characterized as local DeForest township issue. Noted Governor Evers was very supportive of data centers in State of the State address.
Calendar 2025 Q1
how do you guys view potential ROFR legislation in Wisconsin? And what I guess, what effect would that have on CapEx
Show response
Barton noted ATC investment opportunities stronger with ROFR but none of tranche 2.2 is reflected in current CapEx plan. Upside beyond plan window.
do you guys see that impacting consumer bills in the regulatory landscape
Show response
Durian explained they sell excess capacity at elevated prices to benefit customer bills. Expects longer-term trajectory of higher capacity prices.
VSTVistra Corp.2 questions · 1 reporting period · 0 of 2 challenging
Calendar 2026 Q2
what's the appetite for contracting energy and capacity versus just energy with this environment
Show response
Dore said customers need both energy and capacity to power data centers and, facing a rising price environment, want to lock in cost; she has not seen a big increase in appetite for energy-only deals.
How are you thinking about that co-location proceeding? I guess the timeline for it and the remaining uncertainty
Show response
Dore called FERC's June co-location order a positive that directs PJM and transmission owners to accommodate co-location; PJM and the TOs have asked for more time on their compliance filing, and she expects clarity on applicable rates within 30 to 60 days.
OKLOOklo Inc.1 question · 1 reporting period · 0 of 1 challenging
Calendar 2026 Q2
what's kind of giving them the most confidence in moving forward?
Show response
Management said demand feels effectively unconstrained and the focus is deconstraining supply across regulatory, fuel and procurement; noted customers increasingly value the fuel-diversification strategy as they climb the learning curve.
PEGPublic Service Enterprise Group1 question · 1 reporting period · 0 of 1 challenging
Calendar 2026 Q2
how are you thinking about as we move forward, this negotiation and your input into the stakeholder process
Show response
Ralph welcomed the EO1 options as adding transparency and performance-based ratemaking that align with PSEG's operational record.
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 |
|---|---|---|
| LNT Alliant Energy | 4 | 0%none of 4 questions |
| VST Vistra Corp. | 2 | —Rate withheld: fewer than 3 questions |
| OKLO Oklo Inc. | 1 | —Rate withheld: fewer than 3 questions |
| PEG Public Service Enterprise Group | 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 Q1 | 2 | 0%none of 2 questions | 1 |
| 2025 Q2 | No questions recorded | — | — |
| 2025 Q3 | No questions recorded | — | — |
| 2025 Q4 | 2 | 0%none of 2 questions | 1 |
| 2026 Q1 | No questions recorded | — | — |
| 2026 Q2 | 4 | 0%none of 4 questions | 3 |
- 2025 Q12 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2025 Q2No questions recorded
- 2025 Q3No questions recorded
- 2025 Q42 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2026 Q1No questions recorded
- 2026 Q24 questions · challenge rate 0% (none of 4 questions) · 3 companies
Topics
Topics tagged on this analyst’s questions.
- Regulation Policy5
- Demand4
- Competitive Dynamics2
- Pricing2
- Cloud & AI1
- Capex Investment1